DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings431 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.2M | $626.6M | 4.5% | $64.83 | +320.34% | 27 qtrssince 2019-Q1 | Decreased 0 |
CRINETICS PHARMACEUTICALS IN | 6.5M | $270M | 1.9% | $26.60 | +63.55% | 22 qtrssince 2020-Q2 | Increased 49 |
PLANET LABS PBC | 14.4M | $186.6M | 1.3% | $9.96 | +28.47% | 2 qtrssince 2025-Q2 | Increased 78 |
SITIME CORP | 575,208 | $173.3M | 1.2% | $212.96 | +37.63% | 6 qtrssince 2024-Q2 | Increased 55 |
XENON PHARMACEUTICALS INC | 4.2M | $167.4M | 1.2% | $27.52 | +41.91% | 23 qtrssince 2020-Q1 | Decreased 0 |
ICICI BANK LTD-SPON ADR | 5.4M | $162M | 1.2% | $19.20 | +57.46% | 27 qtrssince 2019-Q1 | Decreased 0 |
ASTERA LABS INC | 825,269 | $161.6M | 1.2% | $96.63 | +102.62% | 5 qtrssince 2024-Q3 | Decreased 0 |
CAMECO CORP | 1.7M | $146.5M | 1.0% | $50.09 | +67.10% | 17 qtrssince 2021-Q3 | Decreased 0 |
CURTISS-WRIGHT CORP | 268,835 | $146M | 1.0% | $238.61 | +127.29% | 15 qtrssince 2022-Q1 | Decreased 0 |
RHYTHM PHARMACEUTICALS INC | 1.4M | $139.7M | 1.0% | $46.42 | +116.81% | 13 qtrssince 2022-Q3 | Increased 52 |
FABRINET | 373,436 | $136.2M | 1.0% | $311.37 | +16.84% | 2 qtrssince 2025-Q2 | Increased 54 |
Guardant Health, Inc. | 2.2M | $134.5M | 1.0% | $44.83 | +38.27% | 3 qtrssince 2025-Q1 | Decreased 0 |
CREDO TECHNOLOGY GROUP HOLDI | 877,110 | $127.7M | 0.9% | $93.49 | +56.18% | 2 qtrssince 2025-Q2 | Decreased 0 |
URANIUM ENERGY CORP | 9.5M | $126.6M | 0.9% | $5.98 | +132.15% | 14 qtrssince 2022-Q2 | Decreased 0 |
Sterling Infrastructure, Inc. | 357,683 | $121.5M | 0.9% | $231.51 | +47.34% | 2 qtrssince 2025-Q2 | Decreased 0 |
COMMVAULT SYS INC | 638,119 | $120.5M | 0.9% | $156.34 | -7.69% | 5 qtrssince 2024-Q3 | Increased 44 |
CARVANA CO | 317,908 | $119.9M | 0.9% | $22.23 | +239.42% | 9 qtrssince 2023-Q3 | Decreased 0 |
AXON ENTERPRISE INC | 164,990 | $118.4M | 0.8% | $266.20 | +169.59% | 24 qtrssince 2019-Q4 | Decreased 0 |
CREDICORP LTD | 442,153 | $117.7M | 0.8% | $161.91 | +65.20% | 7 qtrssince 2024-Q1 | Increased 42 |
INTERDIGITAL INC | 330,138 | $114M | 0.8% | $273.96 | +26.72% | 2 qtrssince 2025-Q2 | Increased 61 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $14B across 431 positions as of Q3 2025. Top holdings: TSM (4.5%), CRNX (1.9%), PL (1.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 115 new positions, 100 exits, 142 increased. Top move: PL (INCREASED, conviction 78). Portfolio: $14.0B across 431 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer