DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings412 positions
Taiwan Semiconductor Manufactu | 3.5M | $377.8M | 6.1% | $38.06 | +161.41% | 8 qtrssince 2019-Q1 | Decreased 0 |
Alibaba Group Holding Ltd | 799,197 | $186M | 3.0% | $182.58 | +24.00% | 8 qtrssince 2019-Q1 | Decreased 0 |
HDFC BANK LTD ADR | 1.7M | $122.2M | 2.0% | $25.87 | +29.24% | 8 qtrssince 2019-Q1 | Increased 51 |
NIKE Inc | 636,180 | $90M | 1.5% | $117.42 | +12.28% | 2 qtrssince 2020-Q3 | Decreased 0 |
SpringWorks Therapeutics Inc | 1.2M | $83.8M | 1.4% | — | — | 6 qtrssince 2019-Q3 | Increased 55 |
MercadoLibre Inc | 49,734 | $83.3M | 1.3% | $1,148.70 | +45.84% | 8 qtrssince 2019-Q1 | Increased 76 |
ICICI BANK LTD-SPON ADR | 5.5M | $82.3M | 1.3% | $11.07 | +29.81% | 8 qtrssince 2019-Q1 | Increased 52 |
NATERA INC | 824,437 | $82M | 1.3% | $32.51 | +206.08% | 7 qtrssince 2019-Q2 | Increased 49 |
SiTime Corp | 698,208 | $78.2M | 1.3% | $32.63 | +232.93% | 5 qtrssince 2019-Q4 | Decreased 0 |
Advanced Micro Devices Inc | 777,987 | $71.3M | 1.2% | $81.52 | +13.21% | 4 qtrssince 2020-Q1 | Decreased 0 |
EPAM Systems Inc | 196,651 | $70.5M | 1.1% | $328.28 | +9.20% | 8 qtrssince 2019-Q1 | Increased 73 |
Cytokinetics Inc | 3.2M | $67M | 1.1% | $12.24 | +66.34% | 7 qtrssince 2019-Q2 | Increased 50 |
GrowGeneration Corp | 1.6M | $62.8M | 1.0% | $8.39 | +392.94% | 3 qtrssince 2020-Q2 | Increased 50 |
AdaptHealth Corp | 1.6M | $59.5M | 1.0% | $18.86 | +100.78% | 4 qtrssince 2020-Q1 | Increased 48 |
Rubicon Project Inc/The | 1.9M | $58.7M | 0.9% | $31.30 | 0.00% | 1 qtr | New 57 |
NEBIUS GROUP N.V. | 821,433 | $57.2M | 0.9% | — | — | 8 qtrssince 2019-Q1 | Increased 55 |
Visa Inc | 257,161 | $56.2M | 0.9% | $209.68 | 0.00% | 1 qtr | New 57 |
Sunnova Energy International I | 1.2M | $54.9M | 0.9% | $15.87 | +178.84% | 4 qtrssince 2020-Q1 | Increased 41 |
Newmont Mining Corp | 911,909 | $54.6M | 0.9% | $51.57 | 0.00% | 1 qtr | New 57 |
Celsius Holdings Inc | 1.1M | $54.6M | 0.9% | $7.77 | +115.69% | 3 qtrssince 2020-Q2 | Increased 52 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $6.2B across 412 positions as of Q4 2020. Top holdings: TSM (6.1%), BABA (3.0%), HDB (2.0%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2/5.0.
Active quarter - 124 new positions, 97 exits, 144 increased. Top move: MELI (INCREASED, conviction 76). Portfolio: $6.2B across 412 positions.
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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
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