DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings363 positions
TAIWAN SEMICONDUCTOR MANUFAC | 3.7M | $446.2M | 4.6% | $52.56 | +112.16% | 12 qtrssince 2019-Q1 | Increased 65 |
ICICI BK LTD | 9.1M | $179.1M | 1.8% | $13.66 | +40.48% | 12 qtrssince 2019-Q1 | Increased 52 |
CALIX INC | 2.1M | $164.2M | 1.7% | $31.06 | +153.41% | 6 qtrssince 2020-Q3 | Increased 48 |
CRINETICS PHARMACEUTICALS IN | 4.8M | $136.2M | 1.4% | $21.34 | +33.14% | 7 qtrssince 2020-Q2 | Increased 68 |
RELAY THERAPEUTICS INC | 4M | $123.9M | 1.3% | $35.82 | -12.15% | 6 qtrssince 2020-Q3 | Increased 61 |
ENDAVA PLC | 737,067 | $123.8M | 1.3% | $70.56 | +133.77% | 12 qtrssince 2019-Q1 | Increased 57 |
AMBARELLA INC | 587,594 | $119.2M | 1.2% | $136.77 | +47.10% | 4 qtrssince 2021-Q1 | Increased 48 |
CHAMPION HOMES INC | 1.5M | $119.1M | 1.2% | $55.01 | +42.19% | 12 qtrssince 2019-Q1 | Increased 58 |
BOOT BARN HLDGS INC | 956,002 | $117.6M | 1.2% | $69.91 | +79.03% | 5 qtrssince 2020-Q4 | Increased 53 |
SITIME CORP | 382,917 | $112M | 1.1% | $45.86 | +534.74% | 9 qtrssince 2019-Q4 | Increased 49 |
SPRINGWORKS THERAPEUTICS INC | 1.8M | $110.8M | 1.1% | — | — | 10 qtrssince 2019-Q3 | Increased 52 |
GRID DYNAMICS HLDGS INC | 2.9M | $110M | 1.1% | $23.91 | +58.77% | 8 qtrssince 2020-Q1 | Increased 50 |
AXCELIS TECHNOLOGIES INC | 1.5M | $108.5M | 1.1% | $51.78 | +41.18% | 4 qtrssince 2021-Q1 | Increased 66 |
CELSIUS HLDGS INC | 1.4M | $107.9M | 1.1% | $12.23 | +103.17% | 7 qtrssince 2020-Q2 | Increased 51 |
CYTOKINETICS INC | 2.3M | $106.1M | 1.1% | $12.27 | +271.69% | 11 qtrssince 2019-Q2 | Decreased 0 |
XENON PHARMACEUTICALS INC | 3.1M | $97.6M | 1.0% | $23.60 | +35.57% | 8 qtrssince 2020-Q1 | Increased 68 |
HDFC BANK LTD | 1.5M | $96.4M | 1.0% | $28.14 | +8.19% | 12 qtrssince 2019-Q1 | Increased 57 |
VICOR CORP | 738,149 | $93.7M | 1.0% | $99.02 | +28.24% | 9 qtrssince 2019-Q4 | Increased 55 |
MICRON TECHNOLOGY INC | 927,846 | $86.4M | 0.9% | $91.74 | 0.00% | 1 qtr | New 58 |
IMPINJ INC | 964,642 | $85.6M | 0.9% | $66.08 | +35.86% | 4 qtrssince 2021-Q1 | Increased 57 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $9.8B across 363 positions as of Q4 2021. Top holdings: TSM (4.6%), IBN (1.8%), CALX (1.7%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2/5.0.
Active quarter - 96 new positions, 110 exits, 136 increased. Top move: CRNX (INCREASED, conviction 68). Portfolio: $9.8B across 363 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR