Driehaus Capital Management Q2 Portfolio Shifts Focus on Technology & Healthcare

As reported by Driehaus Capital Management Llc, during the second quarter of 2026 (Q2), its portfolio experienced notable shifts in stock positions. The total portfolio value stood at $15,132,955,543 as of June 30th.

The investor's actions resulted in a change for several stocks listed under the changed_holdings category:

• Flywire Corp (FLYW): Driehaus Capital Management acquired this Technology stock, increasing its position by 100%.
• Backblaze Inc. (BLZE): Another Technology addition saw shares increase by a massive 100%, indicating strong confidence in the sector.
• Fluence Energy Inc. (FLNC): The firm added this Utilities stock, acquiring all shares held previously with a 100% increase.
• Entravision Communications Corp. (EVC): This Communication Services holding was also increased by 100%, suggesting renewed interest in the sector.

Conversely, Driehaus Capital Management sold or reduced positions significantly during Q2:

• United States Antimony Corp. (UAMY): The position decreased by -64.99%, representing a substantial reduction in exposure to the Basic Materials sector.
• IAMGOLD Corp. (IAG): This Basic Materials stock saw its position cut by 77.21%.
• WisdomTree Inc. (WT): Despite a significant increase in shares held previously, the firm added more to this Financial Services holding, boosting the total share count by over 3 million and increasing its value substantially.

These changes reflect strategic adjustments within Driehaus Capital Management's portfolio. The addition of Technology stocks like Flywire (FLYW), Backblaze (BLZE) and the increase in other Technology holdings such as Silicon Motion (SIMO) suggest a continued focus or renewed confidence on this sector.

In Healthcare, besides existing top holdings like TSMC and Praxis Precision Medicines, the investor also increased positions in stocks such as Spyre Therapeutics (SYRE) by 0.3% and Apogee Therapeutics (APGE) by a small margin, while exiting positions in some smaller Healthcare holdings.

The overall portfolio allocation shows Driehaus Capital Management heavily weighted towards Technology (23.57%) and Healthcare (24.99%), with significant allocations also to Industrials (18.82%) and Financial Services (7.57%). The remaining value is distributed across other sectors including Consumer Cyclical, Energy, Basic Materials, Communication Services, and Unknown.