Driehaus Capital Management LLC
Net buyer this quarter
$17.3B
353
+$381M
16.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $470M | 2.72% | 0.00% | -22.2% | Q2 2013 |
 DFTX | $322M | 1.87% | 5.09% | +15.8% | Q4 2025 |
 PRAX | $321M | 1.86% | 3.44% | +1.0% | Q1 2024 |
 XENE | $267M | 1.55% | 4.57% | -1.6% | Q1 2020 |
 SIMO | $262M | 1.52% | 0.59% | +54.1% | Q2 2014 |
 SYRE | $249M | 1.44% | 3.18% | +0.3% | Q3 2023 |
| CRNX | $242M | 1.40% | 6.11% | +1.1% | Q2 2020 |
| APGE | $231M | 1.34% | 2.31% | -9.4% | Q3 2023 |
 GH | $230M | 1.33% | 1.15% | +0.6% | Q4 2018 |
 PL | $223M | 1.29% | 2.58% | -15.1% | Q2 2025 |
 BAP | $217M | 1.26% | 0.59% | +23.6% | Q2 2013 |
 EWTX | $192M | 1.11% | 4.39% | +5.6% | Q4 2023 |
 VICR | $189M | 1.09% | 4.22% | +162.1% | Q3 2014 |
 UCTT | $187M | 1.08% | 2.89% | +23.2% | Q4 2016 |
 CW | $174M | 1.01% | 0.62% | +1.5% | Q1 2022 |
 XMTR | $171M | 0.99% | 3.83% | +16.9% | Q4 2021 |
 WULF | $152M | 0.88% | 1.24% | +1.7% | Q2 2024 |
 SEPN | $148M | 0.86% | 9.71% | +0.9% | Q4 2024 |
 NXT | $144M | 0.83% | 0.88% | +16.4% | Q2 2023 |
 CECO | $142M | 0.82% | 2.67% | +143.9% | Q4 2023 |
 CRDO | $141M | 0.81% | 0.28% | Not reported | Q2 2023 |
 CRS | $140M | 0.81% | 0.46% | -28.0% | Q2 2018 |
 IBN | $140M | 0.81% | Not reported | +13.4% | Q2 2013 |
 LASR | $138M | 0.80% | 3.44% | +12.0% | Q4 2018 |
 ONTO | $134M | 0.78% | 0.72% | +10.6% | Q3 2023 |
 RSI | $129M | 0.75% | 2.12% | +66.0% | Q4 2020 |
 SITM | $128M | 0.74% | 0.65% | -24.5% | Q4 2019 |
 SEI | $128M | 0.74% | Not reported | -2.7% | Q2 2017 |
 DAVE | $124M | 0.72% | Not reported | +431.9% | Q1 2025 |
 SRRK | $121M | 0.70% | 1.81% | +14.9% | Q4 2024 |
 STRL | $121M | 0.70% | 0.47% | -14.6% | Q2 2017 |
 BE | $118M | 0.68% | 0.13% | -54.1% | Q3 2018 |
 PTCT | $117M | 0.68% | 1.73% | +41.8% | Q1 2015 |
 LTH | $117M | 0.68% | 1.28% | +342.0% | Q3 2023 |
 CDNL | $114M | 0.66% | Not reported | +83.0% | Q4 2025 |
 MOD | $113M | 0.65% | 0.80% | -14.6% | Q3 2013 |
 FMX | $112M | 0.65% | Not reported | +9.2% | Q2 2013 |
 NU | $111M | 0.64% | Not reported | +14.1% | Q3 2023 |
 SAIA | $110M | 0.64% | 0.98% | +1.6% | Q2 2013 |
 CDNS | $110M | 0.64% | 0.11% | Not reported | Q3 2016 |
 ARWR | $110M | 0.64% | 0.96% | +13.5% | Q4 2013 |
 VALE | $109M | 0.63% | 0.22% | +97.3% | Q1 2014 |
 UTI | $107M | 0.62% | 4.54% | +42.3% | Q1 2020 |
 SCCO | $107M | 0.62% | 0.07% | +87.0% | Q3 2018 |
 KYMR | $105M | 0.61% | 1.11% | -11.9% | Q2 2021 |
 TWST | $105M | 0.61% | 1.63% | +74.9% | Q4 2018 |
 NTRA | $104M | 0.60% | 0.27% | +35.0% | Q2 2016 |
 SNEX | $104M | 0.60% | 0.73% | +1.6% | Q2 2025 |
 COHR | $102M | 0.59% | 0.13% | -49.7% | Q2 2016 |
 ESE | $101M | 0.58% | 1.11% | +55.1% | Q4 2019 |
| Q1 2026 | |||||
| TSM | $427M | 3.14% | 0.00% | -41.5% | Q2 2013 |
| PRAX | $306M | 2.25% | 3.41% | +1.7% | Q1 2024 |
| XENE | $261M | 1.92% | 4.65% | -1.0% | Q1 2020 |
| CRNX | $232M | 1.71% | 6.07% | +0.1% | Q2 2020 |
| PL | $221M | 1.63% | 3.04% | -7.0% | Q2 2025 |
 FN | $204M | 1.50% | 1.09% | +62.3% | Q1 2016 |
| APGE | $162M | 1.19% | 2.57% | -12.0% | Q3 2023 |
 LITE | $161M | 1.18% | 0.32% | -32.9% | Q1 2016 |
| CW | $154M | 1.13% | 0.61% | -1.7% | Q1 2022 |
| BAP | $153M | 1.12% | 0.48% | -4.5% | Q2 2013 |
 FTAI | $142M | 1.04% | 0.56% | -17.3% | Q1 2023 |
| EWTX | $141M | 1.04% | 4.17% | +6.8% | Q4 2023 |
| GH | $141M | 1.03% | 1.16% | -28.9% | Q4 2018 |
| SYRE | $141M | 1.03% | 3.54% | -3.2% | Q3 2023 |
 IDCC | $126M | 0.93% | 1.61% | +11.3% | Q2 2014 |
| NXT | $125M | 0.92% | 0.76% | +29.7% | Q2 2023 |
| CRS | $124M | 0.91% | 0.63% | -21.8% | Q2 2018 |
| COHR | $123M | 0.90% | 0.28% | +15.2% | Q2 2016 |
| BE | $115M | 0.85% | 0.30% | +64.9% | Q3 2018 |
 UEC | $113M | 0.83% | 1.70% | -8.5% | Q2 2022 |
| DFTX | $112M | 0.82% | 5.68% | -9.6% | Q4 2025 |
| IBN | $110M | 0.81% | Not reported | +4.8% | Q2 2013 |
 CCJ | $110M | 0.81% | 0.23% | -33.5% | Q1 2021 |
| MOD | $107M | 0.79% | 0.94% | +3.0% | Q3 2013 |
| SEPN | $106M | 0.78% | 9.79% | -8.6% | Q4 2024 |
| NU | $105M | 0.77% | Not reported | -5.4% | Q3 2023 |
| LASR | $101M | 0.74% | 3.14% | +142.0% | Q4 2018 |
 VIST | $94.5M | 0.69% | 1.31% | +72.9% | Q1 2023 |
| SRRK | $94.4M | 0.69% | 1.61% | -1.7% | Q4 2024 |
 VSEC | $93.9M | 0.69% | 1.81% | -2.1% | Q4 2024 |
| SEI | $92M | 0.68% | Not reported | +32.6% | Q2 2017 |
| SAIA | $90.6M | 0.67% | 0.97% | +76.1% | Q2 2013 |
 EYE | $89.9M | 0.66% | 4.37% | -3.7% | Q4 2017 |
 IMNM | $89.7M | 0.66% | 3.62% | +10.6% | Q1 2025 |
 YUMC | $89.3M | 0.66% | 0.52% | Not reported | Q2 2017 |
| FMX | $89.2M | 0.66% | Not reported | +19.4% | Q2 2013 |
 ROAD | $88.3M | 0.65% | 4.14% | +14.5% | Q4 2019 |
| WULF | $87.5M | 0.64% | 1.43% | +3.4% | Q2 2024 |
| KYMR | $86.9M | 0.64% | 1.27% | -2.4% | Q2 2021 |
 BBIO | $85.2M | 0.63% | 0.59% | -31.8% | Q1 2025 |
| SITM | $78.7M | 0.58% | 0.86% | -44.8% | Q4 2019 |
 KRMN | $78.2M | 0.58% | 0.74% | -27.9% | Q1 2025 |
 GPCR | $76M | 0.56% | 0.74% | -4.0% | Q1 2023 |
 PTGX | $76M | 0.56% | 1.12% | -34.4% | Q4 2023 |
 MTDR | $75.1M | 0.55% | 0.96% | Not reported | Q2 2013 |
 MTSI | $74.8M | 0.55% | 0.45% | -30.1% | Q4 2015 |
| ARWR | $74.6M | 0.55% | 0.85% | -32.7% | Q4 2013 |
 EOSE | $73.8M | 0.54% | 4.38% | +4.2% | Q1 2025 |
 COCO | $73M | 0.54% | 2.67% | +50.2% | Q4 2021 |
 FTI | $71.9M | 0.53% | 0.26% | -24.9% | Q4 2022 |
| Q4 2025 | |||||
| TSM | $657M | 4.47% | 0.01% | -3.6% | Q2 2013 |
| CRNX | $297M | 2.02% | 6.68% | -1.5% | Q2 2020 |
| PRAX | $275M | 1.87% | 3.70% | +86.4% | Q1 2024 |
| GH | $219M | 1.49% | 1.64% | -0.4% | Q4 2018 |
| XENE | $203M | 1.38% | 5.67% | +8.9% | Q1 2020 |
| PL | $168M | 1.14% | 3.27% | -40.8% | Q2 2025 |
| APGE | $165M | 1.12% | 3.19% | +1.2% | Q3 2023 |
| EOSE | $164M | 1.11% | 4.23% | +117.4% | Q1 2025 |
| SITM | $146M | 0.99% | 1.57% | -28.2% | Q4 2019 |
| NTRA | $143M | 0.97% | 0.45% | +6.8% | Q2 2016 |
| CCJ | $139M | 0.95% | 0.35% | -12.9% | Q1 2021 |
| FTAI | $138M | 0.94% | 0.68% | +6.9% | Q1 2023 |
 RYTM | $138M | 0.93% | 1.91% | -7.1% | Q3 2022 |
 HDB | $136M | 0.92% | 0.02% | +16.1% | Q2 2013 |
| BAP | $135M | 0.92% | 0.50% | +6.8% | Q2 2013 |
| SEPN | $134M | 0.91% | 10.73% | -2.2% | Q4 2024 |
| NU | $129M | 0.88% | Not reported | +91.9% | Q3 2023 |
| BBIO | $129M | 0.87% | 0.86% | +1.1% | Q1 2025 |
 PI | $128M | 0.87% | 2.44% | +43.3% | Q3 2016 |
| CRS | $127M | 0.86% | 0.81% | +47.2% | Q2 2018 |
| CW | $127M | 0.86% | 0.62% | -14.6% | Q1 2022 |
| LITE | $126M | 0.85% | 0.48% | -43.8% | Q1 2016 |
| IBN | $121M | 0.82% | Not reported | -24.2% | Q2 2013 |
| IDCC | $119M | 0.81% | 1.46% | +13.6% | Q2 2014 |
| XMTR | $118M | 0.80% | 4.31% | +32.7% | Q4 2021 |
| ARWR | $117M | 0.80% | 1.29% | -15.7% | Q4 2013 |
| GPCR | $114M | 0.78% | 0.77% | +88.0% | Q1 2023 |
 WVE | $112M | 0.76% | 3.51% | +4.5% | Q1 2018 |
| FN | $110M | 0.75% | 0.67% | -35.5% | Q1 2016 |
 WFRD | $108M | 0.74% | 1.93% | +43.6% | Q1 2023 |
| UEC | $106M | 0.72% | 1.89% | -4.0% | Q2 2022 |
| EWTX | $104M | 0.71% | 3.94% | +88.1% | Q4 2023 |
 EMBJ | $102M | 0.70% | 0.22% | +71.2% | Q3 2014 |
| KRMN | $99.2M | 0.67% | 1.02% | -12.8% | Q1 2025 |
| PTGX | $96M | 0.65% | 1.76% | -3.6% | Q4 2023 |
 TARS | $96M | 0.65% | 2.76% | +13.7% | Q1 2024 |
 CVNA | $95.8M | 0.65% | Not reported | -28.6% | Q2 2018 |
| SYRE | $94.4M | 0.64% | 3.69% | +39.9% | Q3 2023 |
 CR | $93.3M | 0.63% | 0.88% | -6.1% | Q2 2019 |
| EYE | $93.1M | 0.63% | 4.55% | +59.9% | Q4 2017 |
| VSEC | $89.9M | 0.61% | 2.22% | +54.1% | Q4 2024 |
 RMBS | $87.7M | 0.60% | 0.89% | Not reported | Q1 2022 |
| DFTX | $87.5M | 0.59% | 6.62% | New | Q4 2025 |
 TMDX | $86.6M | 0.59% | 2.08% | -3.5% | Q2 2022 |
| PTCT | $86.3M | 0.59% | 1.39% | +0.4% | Q1 2015 |
| SRRK | $86M | 0.58% | 1.80% | -3.5% | Q4 2024 |
 SPXC | $86M | 0.58% | 0.86% | +56.1% | Q4 2022 |
 ITUB | $84.9M | 0.58% | 0.21% | +8.7% | Q3 2013 |
| KYMR | $83.2M | 0.57% | 1.31% | +13.9% | Q2 2021 |
| COHR | $82.7M | 0.56% | 0.29% | +2.1% | Q2 2016 |
| Q3 2025 | |||||
| TSM | $627M | 4.49% | 0.01% | -12.4% | Q2 2013 |
| CRNX | $270M | 1.93% | 6.86% | +1.3% | Q2 2020 |
| PL | $187M | 1.34% | 5.53% | +137.1% | Q2 2025 |
| SITM | $173M | 1.24% | 2.20% | +14.9% | Q4 2019 |
| XENE | $167M | 1.20% | 5.41% | -3.8% | Q1 2020 |
| IBN | $162M | 1.16% | Not reported | -8.7% | Q2 2013 |
 ALAB | $162M | 1.16% | 0.49% | -38.7% | Q3 2024 |
| CCJ | $147M | 1.05% | 0.40% | -34.4% | Q1 2021 |
| CW | $146M | 1.05% | 0.72% | -2.6% | Q1 2022 |
| RYTM | $140M | 1.00% | 2.08% | +9.0% | Q3 2022 |
| FN | $136M | 0.98% | 1.04% | +30.0% | Q1 2016 |
| GH | $134M | 0.96% | 1.72% | -13.1% | Q4 2018 |
| CRDO | $128M | 0.91% | 0.51% | -40.1% | Q2 2023 |
| UEC | $127M | 0.91% | 2.04% | -10.2% | Q2 2022 |
| STRL | $121M | 0.87% | 1.16% | -14.2% | Q2 2017 |
 CVLT | $120M | 0.86% | 1.45% | +2.8% | Q2 2013 |
| CVNA | $120M | 0.86% | Not reported | -14.7% | Q2 2018 |
 AXON | $118M | 0.85% | 0.21% | -29.1% | Q2 2017 |
| BAP | $118M | 0.84% | 0.47% | +0.4% | Q2 2013 |
| IDCC | $114M | 0.82% | 1.28% | +61.0% | Q2 2014 |
| ROAD | $113M | 0.81% | 4.66% | -16.5% | Q4 2019 |
| KRMN | $112M | 0.80% | 1.17% | -12.3% | Q1 2025 |
 LEU | $111M | 0.80% | 2.63% | +66.2% | Q4 2024 |
| HDB | $109M | 0.78% | 0.02% | +12.1% | Q2 2013 |
| FTAI | $109M | 0.78% | 0.64% | +12.6% | Q1 2023 |
 AVAV | $105M | 0.75% | 0.67% | +13.7% | Q1 2016 |
| WULF | $103M | 0.74% | 2.05% | +168.5% | Q2 2024 |
| CR | $99.1M | 0.71% | 0.93% | -0.8% | Q2 2019 |
| LITE | $98.8M | 0.71% | 0.86% | -22.8% | Q1 2016 |
 STNE | $95.8M | 0.69% | Not reported | -18.9% | Q1 2019 |
| MOD | $95.7M | 0.69% | 1.28% | +3.6% | Q3 2013 |
| NTRA | $94.4M | 0.68% | 0.43% | -40.5% | Q2 2016 |
| PI | $93M | 0.67% | 1.71% | Not reported | Q3 2016 |
| SEPN | $92.5M | 0.66% | 11.02% | +5.1% | Q4 2024 |
| BE | $92M | 0.66% | 0.46% | Not reported | Q3 2018 |
| SCCO | $90.7M | 0.65% | 0.09% | -11.9% | Q3 2018 |
| VALE | $88.9M | 0.64% | 0.25% | +97.5% | Q1 2014 |
| BBIO | $86.3M | 0.62% | 0.86% | -1.7% | Q1 2025 |
| APGE | $85.8M | 0.61% | 3.64% | -6.6% | Q3 2023 |
 KTOS | $83.3M | 0.60% | 0.54% | -51.5% | Q4 2016 |
| TMDX | $82.8M | 0.59% | 2.16% | -13.6% | Q2 2022 |
 LOPE | $82.8M | 0.59% | 1.35% | +16.1% | Q4 2016 |
 HCI | $82.7M | 0.59% | 3.32% | -8.4% | Q4 2023 |
| RSI | $82.6M | 0.59% | 1.97% | +82.5% | Q4 2020 |
| XMTR | $81.5M | 0.58% | 3.25% | +105.4% | Q4 2021 |
 RKLB | $80.4M | 0.58% | 0.34% | -5.0% | Q4 2024 |
 CLS | $78.5M | 0.56% | 0.28% | -32.5% | Q3 2023 |
 BOOT | $78.4M | 0.56% | 1.55% | +20.0% | Q2 2015 |
 PAAS | $78.4M | 0.56% | 0.56% | +20.0% | Q4 2016 |
 CPA | $77.8M | 0.56% | 1.59% | +753.0% | Q4 2013 |