Funds › Driehaus Capital Management LLC
Driehaus Capital Management LLC
13F for Q2 2026, filed Aug 14, 2026. 354 positions worth $17.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$17.3B
+$3.7B (26.9%) vs Q1 2026
Positions
354
355 in Q1 2026
Top 10 share
16.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 984,500 | $470.2M | 2.7% | -22.2% | 13F ↗ |
| 2 | DFTX Definium Therapeutics, Inc. | 6.85M | $322.0M | 1.9% | +15.8% | 13F ↗ |
| 3 | PRAX Praxis Precision Medicines, Inc. | 959,048 | $321.1M | 1.9% | +1.0% | 13F ↗ |
| 4 | XENE Xenon Pharmaceuticals Inc. | 4.42M | $266.7M | 1.5% | -1.6% | 13F ↗ |
| 5 | SIMO Silicon Motion Technology Corporation · ADR | 786,074 | $262.0M | 1.5% | +54.1% | 13F ↗ |
| 6 | SYRE Spyre Therapeutics, Inc. | 2.80M | $248.5M | 1.4% | +0.3% | 13F ↗ |
| 7 | Crinetics Pharmaceuticals In | 6.46M | $241.9M | 1.4% | +1.1% | 13F ↗ |
| 8 | Apogee Therapeutics Inc | 1.74M | $231.0M | 1.3% | -9.4% | 13F ↗ |
| 9 | GH Guardant Health, Inc. | 1.53M | $230.1M | 1.3% | +0.6% | 13F ↗ |
| 10 | PL Planet Labs PBC | 6.72M | $222.7M | 1.3% | -15.1% | 13F ↗ |
| 11 | BAP Credicorp Ltd. | 557,228 | $217.1M | 1.3% | +23.6% | 13F ↗ |
| 12 | EWTX Edgewise Therapeutics, Inc. | 4.73M | $192.1M | 1.1% | +5.6% | 13F ↗ |
| 13 | VICR Vicor Corporation | 496,507 | $188.6M | 1.1% | +162% | 13F ↗ |
| 14 | UCTT Ultra Clean Holdings, Inc. | 1.31M | $186.7M | 1.1% | +23.2% | 13F ↗ |
| 15 | CW Curtiss-Wright Corporation | 229,123 | $173.6M | 1.0% | +1.5% | 13F ↗ |
| 16 | XMTR Xometry, Inc. | 1.77M | $170.7M | 1.0% | +16.9% | 13F ↗ |
| 17 | WULF TeraWulf Inc. | 6.16M | $152.2M | 0.9% | +1.7% | 13F ↗ |
| 18 | SEPN Septerna, Inc. | 4.43M | $148.5M | 0.9% | +0.9% | 13F ↗ |
| 19 | NXT Nextpower Inc. | 1.21M | $143.8M | 0.8% | +16.4% | 13F ↗ |
| 20 | CECO CECO Environmental Corp. | 1.56M | $141.6M | 0.8% | +144% | 13F ↗ |
| 21 | CRDO Credo Technology Group Holding Ltd | 517,062 | $140.6M | 0.8% | New | 13F ↗ |
| 22 | CRS Carpenter Technology Corporation | 227,203 | $140.1M | 0.8% | -28.0% | 13F ↗ |
| 23 | IBN ICICI Bank Limited · ADR | 4.83M | $140.1M | 0.8% | +13.4% | 13F ↗ |
| 24 | LASR nLIGHT, Inc. | 1.99M | $138.3M | 0.8% | +12.0% | 13F ↗ |
| 25 | ONTO Onto Innovation Inc. | 354,650 | $134.2M | 0.8% | +10.6% | 13F ↗ |
| 26 | RSI Rush Street Interactive, Inc. | 4.34M | $129.1M | 0.7% | +66.0% | 13F ↗ |
| 27 | SITM SiTime Corporation | 172,133 | $128.3M | 0.7% | -24.5% | 13F ↗ |
| 28 | SEI Solaris Energy Infrastructure, Inc. | 1.58M | $127.5M | 0.7% | -2.7% | 13F ↗ |
| 29 | DAVE Dave Inc. | 331,537 | $123.5M | 0.7% | +432% | 13F ↗ |
| 30 | SRRK Scholar Rock Holding Corporation | 2.21M | $121.3M | 0.7% | +14.9% | 13F ↗ |
| 31 | STRL Sterling Infrastructure, Inc. | 143,684 | $120.6M | 0.7% | -14.6% | 13F ↗ |
| 32 | BE Bloom Energy Corporation | 390,259 | $118.1M | 0.7% | -54.1% | 13F ↗ |
| 33 | PTCT PTC Therapeutics, Inc. | 1.44M | $117.5M | 0.7% | +41.8% | 13F ↗ |
| 34 | LTH Life Time Group Holdings, Inc. | 2.86M | $117.0M | 0.7% | +342% | 13F ↗ |
| 35 | CDNL Cardinal Infrastructure Group Inc. | 1.21M | $113.9M | 0.7% | +83.0% | 13F ↗ |
| 36 | MOD Modine Manufacturing Company | 422,646 | $112.9M | 0.7% | -14.6% | 13F ↗ |
| 37 | FMX Fomento Economico Mexicano S.A.B. de C.V. · ADR | 877,127 | $112.2M | 0.7% | +9.2% | 13F ↗ |
| 38 | NU Nu Holdings Ltd. | 8.31M | $111.1M | 0.6% | +14.1% | 13F ↗ |
| 39 | SAIA Saia, Inc. | 262,043 | $110.4M | 0.6% | +1.6% | 13F ↗ |
| 40 | CDNS Cadence Design Systems, Inc. | 293,693 | $110.2M | 0.6% | New | 13F ↗ |
| 41 | ARWR Arrowhead Pharmaceuticals, Inc. | 1.35M | $110.1M | 0.6% | +13.5% | 13F ↗ |
| 42 | VALE Vale S.A. · ADR | 7.24M | $108.8M | 0.6% | +97.3% | 13F ↗ |
| 43 | UTI Universal Technical Institute Inc | 2.50M | $106.9M | 0.6% | +42.3% | 13F ↗ |
| 44 | SCCO Southern Copper Corporation | 611,241 | $106.5M | 0.6% | +87.0% | 13F ↗ |
| 45 | KYMR Kymera Therapeutics, Inc. | 919,233 | $105.4M | 0.6% | -11.9% | 13F ↗ |
| 46 | TWST Twist Bioscience Corporation | 1.02M | $105.2M | 0.6% | +74.9% | 13F ↗ |
| 47 | NTRA Natera, Inc. | 383,872 | $104.2M | 0.6% | +35.0% | 13F ↗ |
| 48 | SNEX StoneX Group Inc. | 875,452 | $103.7M | 0.6% | +1.6% | 13F ↗ |
| 49 | COHR Coherent Corp. | 259,497 | $102.4M | 0.6% | -49.7% | 13F ↗ |
| 50 | ESE ESCO Technologies Inc. | 287,995 | $100.8M | 0.6% | +55.1% | 13F ↗ |
Showing the top 50 of 354 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
84 new, 139 added to, 108 trimmed, 85 exited, 23 unchanged. By estimated dollars.
New positions (84)
| CRDO Credo Technology Group Holding Ltd | 517,062 | New | $140.6M |
| CDNS Cadence Design Systems, Inc. | 293,693 | New | $110.2M |
| ALAB Astera Labs, Inc. | 194,619 | New | $94.0M |
| BAND Bandwidth Inc. | 1.39M | New | $87.9M |
| CIFR Cipher Digital Inc. | 3.55M | New | $86.9M |
| SEZL Sezzle Inc. | 476,026 | New | $81.7M |
| BROS Dutch Bros Inc. | 1.11M | New | $79.7M |
| FLYW Flywire Corporation - Voting · Com Vtg | 4.51M | New | $79.2M |
| FROG JFrog Ltd. | 804,703 | New | $73.1M |
| FLNC Fluence Energy, Inc. | 3.58M | New | $71.1M |
Added to (139)
| VICR Vicor Corporation | 496,507 | +162% | $116.6M |
| DAVE Dave Inc. | 331,537 | +432% | $100.3M |
| SIMO Silicon Motion Technology Corporation · ADR | 786,074 | +54.1% | $92.0M |
| LTH Life Time Group Holdings, Inc. | 2.86M | +342% | $90.5M |
| CECO CECO Environmental Corp. | 1.56M | +144% | $83.5M |
| VALE Vale S.A. · ADR | 7.24M | +97.3% | $53.7M |
| WT WisdomTree, Inc. | 4.70M | +186% | $51.8M |
| CDNL Cardinal Infrastructure Group Inc. | 1.21M | +83.0% | $51.7M |
| RSI Rush Street Interactive, Inc. | 4.34M | +66.0% | $51.3M |
| SCCO Southern Copper Corporation | 611,241 | +87.0% | $49.5M |
Trimmed (108)
| FN Fabrinet | 17,971 | -95.4% | -$209.7M |
| BE Bloom Energy Corporation | 390,259 | -54.1% | -$139.1M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 984,500 | -22.2% | -$133.9M |
| LITE Lumentum Holdings Inc. | 82,768 | -63.9% | -$125.5M |
| COHR Coherent Corp. | 259,497 | -49.7% | -$101.3M |
| VSEC VSE Corporation | 116,779 | -77.1% | -$89.7M |
| FTAI FTAI Aviation Ltd. | 278,208 | -52.0% | -$81.5M |
| AAOI Applied Optoelectronics, Inc. | 139,416 | -78.0% | -$73.0M |
| IDCC InterDigital, Inc. | 189,872 | -54.5% | -$64.5M |
| MYRG MYR Group, Inc. | 109,316 | -54.1% | -$64.5M |
Exited (85)
| EYE National Vision Holdings, Inc. | 3.47M | Exited | -$89.9M |
| YUMC Yum China Holdings, Inc. | 1.83M | Exited | -$89.3M |
| BBIO BridgeBio Pharma, Inc. | 1.15M | Exited | -$85.2M |
| KRMN Karman Holdings Inc. | 977,353 | Exited | -$78.2M |
| FTI TechnipFMC plc | 1.04M | Exited | -$71.9M |
| CGON CG Oncology, Inc. | 999,623 | Exited | -$67.7M |
| FLS Flowserve Corporation | 802,581 | Exited | -$59.0M |
| MEOH Methanex Corporation | 974,088 | Exited | -$58.0M |
| CAMT Camtek Ltd. | 332,148 | Exited | -$50.4M |
| Nuvalent Inc | 481,180 | Exited | -$49.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer