Driehaus Capital Management
Chicago, ILfiles as Driehaus Capital Management LLC
$17.3bn in 354 US stocks at the end of 30 June 2026. The top 10 are 16.3% of the money. It changed about 31.5% of the portfolio this quarter.
Value
$17.3bn
Stocks
354
Top 10 share
16.3%
Turnover
31.5%
What changed this quarter
New
Bought for the first time this quarter.
- Credo Technology Group HoldingCRDO0.8% of the fund
- Cadence Design SystemsCDNS0.6% of the fund
- Astera LabsALAB0.5% of the fund
- BandwidthBAND0.5% of the fund
- Cipher DigitalCIFR0.5% of the fund
- SezzleSEZL0.5% of the fund
- Dutch BrosBROS0.5% of the fund
- FlywireFLYW0.5% of the fund
- JFrogFROG0.4% of the fund
- Fluence EnergyFLNC0.4% of the fund
- MercadoLibreMELI0.4% of the fund
- VeracyteVCYT0.4% of the fund
- Acadian Asset ManagementAAMI0.3% of the fund
- SailPointSAIL0.3% of the fund
- Enphase EnergyENPH0.3% of the fund
- Penguin SolutionsPENG0.3% of the fund
- Kodiak Gas ServicesKGS0.3% of the fund
- Five9FIVN0.3% of the fund
- Perimeter SolutionsPRM0.3% of the fund
- Enova InternationalENVA0.3% of the fund
- Affirm HoldingsAFRM0.3% of the fund
- BackblazeBLZE0.2% of the fund
- Neptune Insurance HoldingsNP0.2% of the fund
- RubrikRBRK0.2% of the fund
- Encore Capital GroupECPG0.2% of the fund
Added
Bought more of a stock they already held.
- Definium TherapeuticsDFTX1.9% of the fund+16%
- Silicon Motion TechnologySIMO1.5% of the fund+54%
- CredicorpBAP1.3% of the fund+24%
- Edgewise TherapeuticsEWTX1.1% of the fund+6%
- VicorVICR1.1% of the fund+162%
- Ultra Clean HoldingsUCTT1.1% of the fund+23%
- XometryXMTR1.0% of the fund+17%
- NextpowerNXT0.8% of the fund+16%
- Ceco EnvironmentalCECO0.8% of the fund+144%
- Icici BankIBN0.8% of the fund+13%
- NlightLASR0.8% of the fund+12%
- Onto InnovationONTO0.8% of the fund+11%
- Rush Street InteractiveRSI0.7% of the fund+66%
- DaveDAVE0.7% of the fund+432%
- Scholar Rock HoldingSRRK0.7% of the fund+15%
- PTC TherapeuticsPTCT0.7% of the fund+42%
- Life Time Group HoldingsLTH0.7% of the fund+342%
- Cardinal Infrastructure GroupCDNL0.7% of the fund+83%
- Mexican Economic DevelopmentFMX0.7% of the fund+9%
- Nu HoldingsNU0.6% of the fund+14%
- Arrowhead PharmaceuticalsARWR0.6% of the fund+13%
- Vale S AVALE0.6% of the fund+97%
- Universal Technical InstituteUTI0.6% of the fund+42%
- Southern CopperSCCO0.6% of the fund+89%
- Twist BioscienceTWST0.6% of the fund+75%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM2.7% of the fund-22%
- Apogee TherapeuticsAPGE1.3% of the fund-9%
- Planet Labs PBCPL1.3% of the fund-15%
- Carpenter TechnologyCRS0.8% of the fund-28%
- SitimeSITM0.7% of the fund-24%
- Solaris Energy InfrastructureSEI0.7% of the fund-3%
- Sterling InfrastructureSTRL0.7% of the fund-15%
- Bloom EnergyBE0.7% of the fund-54%
- Modine ManufacturingMOD0.7% of the fund-15%
- Kymera TherapeuticsKYMR0.6% of the fund-12%
- CoherentCOHR0.6% of the fund-50%
- MACOM Technology Solutions HoldingsMTSI0.6% of the fund-25%
- Eos Energy EnterprisesEOSE0.5% of the fund-9%
- Construction PartnersROAD0.4% of the fund-19%
- FTAI AviationFTAI0.4% of the fund-52%
- Forgent Power SolutionsFPS0.4% of the fund-4%
- Lumentum HoldingsLITE0.4% of the fund-64%
- SemtechSMTC0.4% of the fund-33%
- CamecoCCJ0.4% of the fund-37%
- Comfort Systems USAFIX0.4% of the fund-23%
- Everus Construction GroupECG0.3% of the fund-30%
- Tower SemiconductorTSEM0.3% of the fund-31%
- MYR GroupMYRG0.3% of the fund-54%
- InterDigitalIDCC0.3% of the fund-55%
- SPX TechnologiesSPXC0.3% of the fund-27%
Sold out
Sold their entire stake.
- National Vision HoldingsEYE-100%
- Yum China HoldingsYUMC-100%
- BridgeBio PharmaBBIO-100%
- Karman HoldingsKRMN-100%
- TechnipFMCFTI-100%
- CG OncologyCGON-100%
- FlowserveFLS-100%
- MethanexMEOH-100%
- CamtekCAMT-100%
- Nuvalent-100%
- TransoceanRIG-100%
- SiteOne Landscape SupplySITE-100%
- Travel & LeisureTNL-100%
- Axon EnterpriseAXON-100%
- Marketaxess HoldingsMKTX-100%
- Chord EnergyCHRD-100%
- BRPDOO-100%
- OSI SystemsOSIS-100%
- Brinker InternationalEAT-100%
- Perpetua ResourcesPPTA-100%
- Agnico Eagle MinesAEM-100%
- Patterson UTI EnergyPTEN-100%
- GriffonGFF-100%
- JBT MarelJBTM-100%
- Ishares TRINDA-100%
Holdings
- Silicon Motion TechnologySIMO
- Share
- 1.5%
- Value
- $262m
- Shares
- 786,074
+54%
- Crinetics PharmaceuticalsCRNX
- Share
- 1.4%
- Value
- $242m
- Shares
- 6,463,551
Held
- Apogee TherapeuticsAPGE
- Share
- 1.3%
- Value
- $231m
- Shares
- 1,740,101
-9%
- Vale S AVALE
- Share
- 0.6%
- Value
- $109m
- Shares
- 7,236,306
+97%
- Structure TherapeuticsGPCR
- Share
- 0.5%
- Value
- $83m
- Shares
- 1,553,219
Held
- Vista Energy S.A.B. de C.V.VIST
- Share
- 0.5%
- Value
- $80m
- Shares
- 1,259,484
Held
- Almonty IndustriesALM
- Share
- 0.4%
- Value
- $67m
- Shares
- 4,039,183
Held
- CamecoCCJ
- Share
- 0.4%
- Value
- $65m
- Shares
- 634,006
-37%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 2.7% | $470m | 984,500 | -22% |
| Definium TherapeuticsDFTX | 1.9% | $322m | 6,845,276 | +16% |
| Praxis Precision MedicinesPRAX | 1.9% | $321m | 959,048 | Held |
| Xenon PharmaceuticalsXENE | 1.5% | $267m | 4,418,557 | Held |
| Silicon Motion TechnologySIMO | 1.5% | $262m | 786,074 | +54% |
| Spyre TherapeuticsSYRE | 1.4% | $249m | 2,799,166 | Held |
| Crinetics PharmaceuticalsCRNX | 1.4% | $242m | 6,463,551 | Held |
| Apogee TherapeuticsAPGE | 1.3% | $231m | 1,740,101 | -9% |
| Guardant HealthGH | 1.3% | $230m | 1,533,985 | Held |
| Planet Labs PBCPL | 1.3% | $223m | 6,721,154 | -15% |
| CredicorpBAP | 1.3% | $217m | 557,228 | +24% |
| Edgewise TherapeuticsEWTX | 1.1% | $192m | 4,728,623 | +6% |
| VicorVICR | 1.1% | $189m | 496,507 | +162% |
| Ultra Clean HoldingsUCTT | 1.1% | $187m | 1,309,202 | +23% |
| Curtiss WrightCW | 1.0% | $174m | 229,123 | Held |
| XometryXMTR | 1.0% | $171m | 1,768,213 | +17% |
| TerawulfWULF | 0.9% | $152m | 6,163,879 | Held |
| SepternaSEPN | 0.9% | $148m | 4,433,058 | Held |
| NextpowerNXT | 0.8% | $144m | 1,207,194 | +16% |
| Ceco EnvironmentalCECO | 0.8% | $142m | 1,560,486 | +144% |
| Credo Technology Group HoldingCRDO | 0.8% | $141m | 517,062 | New |
| Carpenter TechnologyCRS | 0.8% | $140m | 227,203 | -28% |
| Icici BankIBN | 0.8% | $140m | 4,826,120 | +13% |
| NlightLASR | 0.8% | $138m | 1,986,119 | +12% |
| Onto InnovationONTO | 0.8% | $134m | 354,650 | +11% |
| Rush Street InteractiveRSI | 0.7% | $129m | 4,341,612 | +66% |
| SitimeSITM | 0.7% | $128m | 172,133 | -24% |
| Solaris Energy InfrastructureSEI | 0.7% | $128m | 1,584,985 | -3% |
| DaveDAVE | 0.7% | $124m | 331,537 | +432% |
| Scholar Rock HoldingSRRK | 0.7% | $121m | 2,205,618 | +15% |
| Sterling InfrastructureSTRL | 0.7% | $121m | 143,684 | -15% |
| Bloom EnergyBE | 0.7% | $118m | 390,259 | -54% |
| PTC TherapeuticsPTCT | 0.7% | $117m | 1,440,107 | +42% |
| Life Time Group HoldingsLTH | 0.7% | $117m | 2,864,852 | +342% |
| Cardinal Infrastructure GroupCDNL | 0.7% | $114m | 1,208,910 | +83% |
| Modine ManufacturingMOD | 0.7% | $113m | 422,646 | -15% |
| Mexican Economic DevelopmentFMX | 0.7% | $112m | 877,127 | +9% |
| Nu HoldingsNU | 0.6% | $111m | 8,314,486 | +14% |
| SaiaSAIA | 0.6% | $110m | 262,043 | Held |
| Cadence Design SystemsCDNS | 0.6% | $110m | 293,693 | New |
| Arrowhead PharmaceuticalsARWR | 0.6% | $110m | 1,350,556 | +13% |
| Vale S AVALE | 0.6% | $109m | 7,236,306 | +97% |
| Universal Technical InstituteUTI | 0.6% | $107m | 2,499,689 | +42% |
| Southern CopperSCCO | 0.6% | $107m | 611,241 | +89% |
| Kymera TherapeuticsKYMR | 0.6% | $105m | 919,233 | -12% |
| Twist BioscienceTWST | 0.6% | $105m | 1,022,526 | +75% |
| NateraNTRA | 0.6% | $104m | 383,872 | +35% |
| StoneX GroupSNEX | 0.6% | $104m | 875,452 | Held |
| CoherentCOHR | 0.6% | $102m | 259,497 | -50% |
| Esco TechnologiesESE | 0.6% | $101m | 287,995 | +55% |
| Vita Coco CompanyCOCO | 0.6% | $99m | 1,503,177 | Held |
| MACOM Technology Solutions HoldingsMTSI | 0.6% | $96m | 251,107 | -25% |
| Indivior PharmaceuticalsINDV | 0.5% | $94m | 2,299,054 | +22% |
| Astera LabsALAB | 0.5% | $94m | 194,619 | New |
| ImaxIMAX | 0.5% | $93m | 2,340,475 | +42% |
| ImmunomeIMNM | 0.5% | $92m | 4,346,139 | +6% |
| Axsome TherapeuticsAXSM | 0.5% | $91m | 372,474 | +27% |
| GlaukosGKOS | 0.5% | $91m | 650,571 | +33% |
| DigitalOcean HoldingsDOCN | 0.5% | $91m | 576,956 | +10% |
| Protagonist TherapeuticsPTGX | 0.5% | $90m | 731,053 | Held |
| BandwidthBAND | 0.5% | $88m | 1,388,899 | New |
| Dycom IndustriesDY | 0.5% | $87m | 172,486 | +26% |
| Cipher DigitalCIFR | 0.5% | $87m | 3,548,322 | New |
| UL SolutionsULS | 0.5% | $84m | 823,352 | Held |
| Structure TherapeuticsGPCR | 0.5% | $83m | 1,553,219 | Held |
| Travere TherapeuticsTVTX | 0.5% | $82m | 1,439,134 | +12% |
| SezzleSEZL | 0.5% | $82m | 476,026 | New |
| SOLV EnergyMWH | 0.5% | $81m | 2,378,054 | +87% |
| Vista Energy S.A.B. de C.V.VIST | 0.5% | $80m | 1,259,484 | Held |
| Eos Energy EnterprisesEOSE | 0.5% | $80m | 13,556,010 | -9% |
| Dutch BrosBROS | 0.5% | $80m | 1,109,974 | New |
| WisdomTreeWT | 0.5% | $80m | 4,702,705 | +186% |
| FlywireFLYW | 0.5% | $79m | 4,506,928 | New |
| Knight-Swift Transportation HoldingsKNX | 0.5% | $79m | 1,014,111 | +5% |
| Cava GroupCAVA | 0.5% | $78m | 996,496 | +18% |
| Construction PartnersROAD | 0.4% | $76m | 641,417 | -19% |
| FTAI AviationFTAI | 0.4% | $75m | 278,208 | -52% |
| Forgent Power SolutionsFPS | 0.4% | $75m | 1,334,384 | -4% |
| JFrogFROG | 0.4% | $73m | 804,703 | New |
| Fluence EnergyFLNC | 0.4% | $71m | 3,575,964 | New |
| Lumentum HoldingsLITE | 0.4% | $71m | 82,768 | -64% |
| Advanced Energy IndustriesAEIS | 0.4% | $69m | 184,957 | +4% |
| MercadoLibreMELI | 0.4% | $68m | 40,135 | New |
| SemtechSMTC | 0.4% | $68m | 419,633 | -33% |
| Almonty IndustriesALM | 0.4% | $67m | 4,039,183 | Held |
| Alkermes plc.ALKS | 0.4% | $65m | 1,238,809 | +56% |
| CamecoCCJ | 0.4% | $65m | 634,006 | -37% |
| TerexTEX | 0.4% | $64m | 889,977 | +39% |
| MP MaterialsMP | 0.4% | $64m | 1,148,299 | +47% |
| Garrett MotionGTX | 0.4% | $64m | 1,755,586 | +43% |
| OpenlaneOPLN | 0.4% | $62m | 1,515,210 | +167% |
| Comfort Systems USAFIX | 0.4% | $62m | 31,499 | -23% |
| VeracyteVCYT | 0.4% | $61m | 1,045,826 | New |
| Zurn Elkay Water SolutionsZWS | 0.4% | $60m | 1,195,710 | +33% |
| Everus Construction GroupECG | 0.3% | $60m | 360,544 | -30% |
| FirstCash HoldingsFCFS | 0.3% | $60m | 276,029 | +23% |
| Mercury SystemsMRCY | 0.3% | $60m | 487,921 | +66% |
| Tower SemiconductorTSEM | 0.3% | $59m | 225,114 | -31% |
| MBX BiosciencesMBX | 0.3% | $58m | 1,056,579 | +4% |
| BankUnitedBKU | 0.3% | $58m | 1,188,026 | +29% |
Showing the largest 100 of 354.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 38.1% since 30 June 2025.
Where the money is
Health care26.7%
Technology24.4%
Industrials19.8%
Financial services9.2%
Retail & consumer8.1%
Materials3.4%
Everyday goods1.9%
Energy1.1%
Utilities0.6%
Media & telecom0.4%
Real estate0.2%
Other4.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.