Driehaus Capital Management Llc Portfolio Stock Holdings
Driehaus Capital Management Llc disclosed 355 stock positions valued at approximately $13.6 billion in its latest SEC 13F filing. The largest holdings include TSMC, Praxis Precision Medicines Inc, and Xenon Pharmaceuticals Inc. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 355
- Portfolio Value
- $13.6B
Holdings by Sector
Driehaus Capital Management Llc Portfolio Holdings in Q1 2026
316 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TSMC | TSM | Technology | 3.14% | 1,264,890 | -898,674 | -41.54% | $427,469,576 |
| Praxis Precision Medicines Inc | PRAX | Healthcare | 2.25% | 949,225 | +16,164 | +1.73% | $305,830,803 |
| Xenon Pharmaceuticals Inc | XENE | Healthcare | 1.92% | 4,491,653 | -47,038 | -1.04% | $261,189,622 |
| Crinetics Pharmaceuticals Inc | CRNX | Healthcare | 1.71% | 6,395,922 | +8,182 | +0.13% | $232,299,887 |
| Planet Labs PBC | PL | Industrials | 1.63% | 7,918,693 | -592,927 | -6.97% | $221,327,469 |
| Fabrinet | FN | Other | 1.50% | 391,081 | +150,103 | +62.29% | $203,956,563 |
| Apogee Therapeutics Inc | APGE | Healthcare | 1.19% | 1,920,800 | -262,904 | -12.04% | $161,673,736 |
| Lumentum Holdings Inc | LITE | Technology | 1.18% | 228,995 | -112,053 | -32.86% | $160,928,526 |
| Curtiss-Wright Corp | CW | Industrials | 1.13% | 225,759 | -3,944 | -1.72% | $153,768,970 |
| Credicorp Ltd | BAP | Other | 1.12% | 450,730 | -21,314 | -4.52% | $152,878,601 |
| FTAI Aviation Ltd | FTAI | Other | 1.04% | 579,521 | -121,004 | -17.27% | $141,982,645 |
| Edgewise Therapeutics Inc | EWTX | Healthcare | 1.04% | 4,477,942 | +286,749 | +6.84% | $141,055,173 |
| Guardant Health Inc | GH | Healthcare | 1.03% | 1,524,282 | -618,911 | -28.88% | $140,797,928 |
| Spyre Therapeutics Inc | SYRE | Healthcare | 1.03% | 2,790,785 | -91,635 | -3.18% | $140,767,195 |
| InterDigital Inc | IDCC | Technology | 0.93% | 417,727 | +42,553 | +11.34% | $126,153,554 |
| Nextpower Inc | NXT | Technology | 0.92% | 1,037,551 | +237,813 | +29.74% | $125,076,773 |
| Carpenter Technology Corp | CRS | Industrials | 0.91% | 315,457 | -87,839 | -21.78% | $124,337,377 |
| Coherent Corp | COHR | Technology | 0.90% | 516,229 | +68,284 | +15.24% | $122,970,910 |
| Bloom Energy Corp | BE | Industrials | 0.85% | 849,801 | +334,320 | +64.86% | $115,139,537 |
| Uranium Energy Corp | UEC | Energy | 0.83% | 8,334,245 | -777,827 | -8.54% | $112,512,308 |
| ICICI Bank Ltd | IBN | Financial Services | 0.81% | 4,256,860 | +193,408 | +4.76% | $110,252,674 |
| Cameco Corp | CCJ | Energy | 0.81% | 1,012,600 | -510,038 | -33.50% | $109,978,486 |
| Modine Manufacturing Co | MOD | Consumer Cyclical | 0.79% | 494,734 | +14,342 | +2.99% | $107,213,805 |
| NU Holdings Ltd/Cayman Islands | G6683N103 | Other | 0.77% | 7,288,282 | -417,775 | -5.42% | $104,732,612 |
| nLight Inc | LASR | Technology | 0.74% | 1,772,697 | +1,040,150 | +141.99% | $101,079,183 |
| Vista Energy SAB de CV | VIST | Energy | 0.69% | 1,251,586 | +527,576 | +72.87% | $94,457,195 |
| Scholar Rock Holding Corp | SRRK | Healthcare | 0.69% | 1,920,233 | -32,644 | -1.67% | $94,398,654 |
| VSE Corp | VSEC | Industrials | 0.69% | 509,146 | -11,091 | -2.13% | $93,886,522 |
| Solaris Energy Infrastructure | SOI | Other | 0.68% | 1,628,174 | +400,453 | +32.62% | $92,008,113 |
| Saia Inc | SAIA | Industrials | 0.67% | 257,963 | +111,478 | +76.10% | $90,617,243 |
| National Vision Holdings Inc | EYE | Consumer Cyclical | 0.66% | 3,471,774 | -135,037 | -3.74% | $89,918,947 |
| Immunome Inc | IMNM | Healthcare | 0.66% | 4,099,901 | +393,927 | +10.63% | $89,664,835 |
| Yum China Holdings Inc | YUMC | Consumer Cyclical | 0.66% | 1,831,286 | +1,831,286 | +100.00% | $89,330,131 |
| Fomento Economico Mexicano SAB | FMX | Consumer Defensive | 0.66% | 803,253 | +130,405 | +19.38% | $89,209,278 |
| Construction Partners Inc | ROAD | Industrials | 0.65% | 794,464 | +100,870 | +14.54% | $88,280,840 |
| Terawulf Inc | WULF | Financial Services | 0.64% | 6,063,000 | +198,805 | +3.39% | $87,489,090 |
| Kymera Therapeutics Inc | KYMR | Healthcare | 0.64% | 1,043,583 | -25,655 | -2.40% | $86,920,028 |
| Bridgebio Pharma Inc | BBIO | Healthcare | 0.63% | 1,146,671 | -534,301 | -31.79% | $85,151,788 |
| SiTime Corp | SITM | Technology | 0.58% | 227,965 | -184,908 | -44.79% | $78,727,713 |
| Structure Therapeutics Inc | GPCR | Healthcare | 0.56% | 1,577,356 | -65,088 | -3.96% | $76,028,559 |
| Protagonist Therapeutics Inc | PTGX | Healthcare | 0.56% | 720,928 | -378,242 | -34.41% | $75,985,811 |
| Matador Resources Co | MTDR | Energy | 0.55% | 1,189,054 | +1,189,054 | +100.00% | $75,124,432 |
| MACOM Technology Solutions Hol | MTSI | Technology | 0.55% | 336,813 | -145,238 | -30.13% | $74,796,063 |
| Arrowhead Pharmaceuticals Inc | ARWR | Healthcare | 0.55% | 1,190,335 | -579,005 | -32.72% | $74,634,005 |
| Eos Energy Enterprises Inc | EOSE | Industrials | 0.54% | 14,869,170 | +598,876 | +4.20% | $73,751,083 |
| Vita Coco Co Inc/The | COCO | Consumer Defensive | 0.54% | 1,523,647 | +509,411 | +50.23% | $72,997,928 |
| TechnipFMC PLC | G87110105 | Other | 0.53% | 1,040,195 | -344,802 | -24.90% | $71,908,680 |
| Sociedad Quimica y Minera de C | SQM | Basic Materials | 0.52% | 866,592 | +118,702 | +15.87% | $70,141,956 |
| StoneX Group Inc | SNEX | Financial Services | 0.51% | 861,530 | +377,697 | +78.06% | $69,482,355 |
| UL Solutions Inc | ULS | Industrials | 0.51% | 810,615 | -6,966 | -0.85% | $69,477,812 |
| PTC Therapeutics Inc | PTCT | Healthcare | 0.51% | 1,015,772 | -120,416 | -10.60% | $69,204,546 |
| Sterling Infrastructure Inc | STRL | Industrials | 0.50% | 168,209 | -26,330 | -13.53% | $68,506,479 |
| Cava Group Inc | CAVA | Consumer Cyclical | 0.50% | 846,738 | +846,738 | +100.00% | $68,501,104 |
| CG oncology Inc | CGON | Healthcare | 0.50% | 999,623 | +999,623 | +100.00% | $67,654,485 |
| MYR Group Inc | MYRG | Industrials | 0.49% | 238,185 | +9,530 | +4.17% | $67,244,389 |
| Ultra Clean Holdings Inc | UCTT | Technology | 0.49% | 1,062,376 | +608,746 | +134.19% | $66,058,540 |
| Onto Innovation Inc | ONTO | Technology | 0.48% | 320,534 | -28,480 | -8.16% | $65,731,907 |
| Tarsus Pharmaceuticals Inc | TARS | Healthcare | 0.48% | 926,125 | -246,302 | -21.01% | $64,967,669 |
| Amprius Technologies Inc | AMPX | Industrials | 0.47% | 3,794,178 | +1,400,966 | +58.54% | $63,969,841 |
| Universal Technical Institute | UTI | Consumer Defensive | 0.47% | 1,756,551 | +1,387,525 | +376.00% | $63,411,491 |
| Tidewater Inc | TDW | Energy | 0.47% | 758,536 | +610,510 | +412.43% | $63,375,683 |
| IMAX Corp | IMAX | Communication Services | 0.46% | 1,651,711 | +627,859 | +61.32% | $62,781,535 |
| Xometry Inc | XMTR | Industrials | 0.45% | 1,512,855 | -473,010 | -23.82% | $61,784,998 |
| Figs Inc | FIGS | Consumer Cyclical | 0.45% | 4,174,257 | +2,130,840 | +104.28% | $61,653,776 |
| IAMGOLD Corp | IAG | Basic Materials | 0.45% | 3,250,240 | -24,197 | -0.74% | $61,142,410 |
| Flowserve Corp | FLS | Industrials | 0.43% | 802,581 | -175,008 | -17.90% | $58,997,729 |
| Vale SA | VALE | Basic Materials | 0.43% | 3,667,947 | -2,112,203 | -36.54% | $58,357,037 |
| Madrigal Pharmaceuticals Inc | MDGL | Healthcare | 0.43% | 110,960 | -706 | -0.63% | $58,084,231 |
| Methanex Corp | MEOH | Basic Materials | 0.43% | 974,088 | +974,088 | +100.00% | $57,997,200 |
| Silicon Motion Technology Corp | SIMO | Technology | 0.42% | 509,975 | +190,351 | +59.55% | $57,265,093 |
| Advanced Energy Industries Inc | AEIS | Industrials | 0.42% | 177,018 | +177,018 | +100.00% | $57,125,479 |
| Rush Street Interactive Inc | RSI | Consumer Cyclical | 0.42% | 2,616,159 | -1,273,000 | -32.73% | $56,901,458 |
| Natera Inc | NTRA | Healthcare | 0.42% | 284,338 | -341,574 | -54.57% | $56,864,757 |
| Comfort Systems USA Inc | FIX | Industrials | 0.42% | 41,105 | +623 | +1.54% | $56,683,384 |
| SPX Technologies Inc | SPXC | Industrials | 0.41% | 279,709 | -150,055 | -34.92% | $55,925,017 |
| Turning Point Brands Inc | TPB | Consumer Defensive | 0.41% | 642,731 | +160,897 | +33.39% | $55,782,623 |
| Southern Copper Corp | SCCO | Basic Materials | 0.41% | 323,715 | -162,678 | -33.45% | $55,698,330 |
| Knight-Swift Transportation Ho | KNX | Industrials | 0.41% | 964,882 | +964,882 | +100.00% | $55,557,906 |
| Quanta Services Inc | PWR | Industrials | 0.41% | 100,573 | -565 | -0.56% | $55,216,588 |
| Teradyne Inc | TER | Technology | 0.40% | 184,765 | -36,289 | -16.42% | $54,775,432 |
| Applied Optoelectronics Inc | AAOI | Technology | 0.39% | 632,337 | +124,864 | +24.61% | $53,489,387 |
| Ormat Technologies Inc | ORA | Utilities | 0.39% | 471,767 | -2,003 | -0.42% | $52,800,163 |
| Glaukos Corp | GKOS | Healthcare | 0.39% | 487,912 | +487,912 | +100.00% | $52,528,606 |
| Arcutis Biotherapeutics Inc | ARQT | Healthcare | 0.39% | 2,226,029 | -336,416 | -13.13% | $52,445,243 |
| ESCO Technologies Inc | ESE | Technology | 0.38% | 185,705 | -39,736 | -17.63% | $52,251,816 |
| Itau Unibanco Holding SA | ITUB | Financial Services | 0.38% | 6,221,566 | -5,635,548 | -47.53% | $52,136,723 |
| Tenaris SA | TS | Energy | 0.38% | 888,346 | +888,346 | +100.00% | $51,683,970 |
| Grupo Financiero Galicia SA | GGAL | Financial Services | 0.37% | 1,067,209 | -169,624 | -13.71% | $49,849,332 |
| Axsome Therapeutics Inc | AXSM | Healthcare | 0.36% | 292,370 | +71,852 | +32.58% | $49,416,377 |
| Nuvalent Inc | NUVL | Healthcare | 0.36% | 481,180 | -2,324 | -0.48% | $49,296,891 |
| Semtech Corp | SMTC | Technology | 0.36% | 628,456 | -302,849 | -32.52% | $48,321,982 |
| Transocean Ltd | H8817H100 | Other | 0.35% | 7,210,869 | +7,210,869 | +100.00% | $47,808,061 |
| United States Antimony Corp | UAMY | Basic Materials | 0.34% | 5,345,710 | +4,052,162 | +313.26% | $46,668,048 |
| Pan American Silver Corp | PAAS | Basic Materials | 0.34% | 853,185 | -335,747 | -28.24% | $46,609,497 |
| Dycom Industries Inc | DY | Industrials | 0.34% | 137,343 | -886 | -0.64% | $46,534,555 |
| BeOne Medicines Ltd | BGNE | Healthcare | 0.34% | 155,002 | +131,789 | +567.74% | $46,030,944 |
| SiteOne Landscape Supply Inc | SITE | Industrials | 0.34% | 344,819 | +100,424 | +41.09% | $45,898,857 |
| DigitalOcean Holdings Inc | DOCN | Technology | 0.33% | 524,184 | +524,184 | +100.00% | $44,964,504 |
| Travel and Leisure Co | TNL | Consumer Cyclical | 0.32% | 638,965 | -208,381 | -24.59% | $44,209,988 |
| Tandem Diabetes Care Inc | TNDM | Healthcare | 0.32% | 2,304,414 | +694,072 | +43.10% | $44,175,616 |