DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings346 positions
Taiwan Semiconductor Manufactu | 3.4M | $253.8M | 3.8% | $53.53 | +31.77% | 16 qtrssince 2019-Q1 | Decreased 0 |
XENON PHARMACEUTICALS INC | 4.7M | $184.6M | 2.8% | $26.44 | +49.12% | 12 qtrssince 2020-Q1 | Increased 54 |
Calix Inc | 1.8M | $122M | 1.8% | $47.84 | +43.03% | 10 qtrssince 2020-Q3 | Increased 50 |
ICICI BANK LTD-SPON ADR | 4.8M | $105.7M | 1.6% | $15.02 | +42.18% | 16 qtrssince 2019-Q1 | Increased 54 |
CRINETICS PHARMACEUTICALS IN | 5.6M | $102.9M | 1.5% | $21.05 | -13.08% | 11 qtrssince 2020-Q2 | Decreased 0 |
WillScot Corp | 2.2M | $99M | 1.5% | $35.31 | +26.48% | 6 qtrssince 2021-Q3 | Decreased 0 |
Axcelis Technologies Inc | 1.1M | $90M | 1.3% | $65.26 | +21.61% | 8 qtrssince 2021-Q1 | Increased 69 |
Kinsale Capital Group Inc | 319,221 | $83.5M | 1.2% | $231.05 | +12.68% | 5 qtrssince 2021-Q4 | Increased 49 |
Impinj Inc | 718,973 | $78.5M | 1.2% | $72.04 | +51.55% | 8 qtrssince 2021-Q1 | Decreased 0 |
Halozyme Therapeutics Inc | 1.3M | $76.4M | 1.1% | $39.25 | +44.99% | 12 qtrssince 2020-Q1 | Decreased 0 |
Inspire Medical Systems Inc | 297,470 | $74.9M | 1.1% | $171.27 | +47.07% | 16 qtrssince 2019-Q1 | Increased 52 |
elf Beauty Inc | 1.3M | $73.1M | 1.1% | $34.39 | +60.82% | 4 qtrssince 2022-Q1 | Increased 56 |
TRANSMEDICS GROUP INC | 1.1M | $68M | 1.0% | $37.90 | +62.86% | 3 qtrssince 2022-Q2 | Increased 52 |
Allegheny Technologies Inc | 2.1M | $61.9M | 0.9% | $26.02 | +14.74% | 4 qtrssince 2022-Q1 | Decreased 0 |
Visteon Corp | 472,305 | $61.8M | 0.9% | $112.15 | +16.07% | 4 qtrssince 2022-Q1 | Increased 49 |
DICE THERAPEUTICS INC | 2M | $61M | 0.9% | — | — | 6 qtrssince 2021-Q3 | Decreased 0 |
Ctrip.com International Ltd | 1.7M | $57.3M | 0.9% | $27.32 | +25.31% | 3 qtrssince 2022-Q2 | Decreased 0 |
SHOALS TECHNOLOGIES GROUP IN | 2.3M | $56.6M | 0.8% | $23.27 | +6.01% | 2 qtrssince 2022-Q3 | Increased 67 |
HDFC BANK LTD ADR | 818,548 | $56M | 0.8% | $28.06 | +16.57% | 16 qtrssince 2019-Q1 | Decreased 0 |
Celsius Holdings Inc | 523,981 | $54.5M | 0.8% | $14.33 | +142.07% | 11 qtrssince 2020-Q2 | Decreased 0 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $6.7B across 346 positions as of Q4 2022. Top holdings: TSM (3.8%), XENE (2.8%), CALX (1.8%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2/5.0.
Active quarter - 92 new positions, 89 exits, 114 increased. Top move: ACLS (INCREASED, conviction 69). Portfolio: $6.7B across 346 positions.
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Portfolio allocation by GICS sector
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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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