EdgeMarket › What Driehaus Capital Management Llc reported owning

What Driehaus Capital Management Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

13.6B

Positions

355

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
427.5M3.1%1.3M418.95+83.3%
PRAX
Praxis Precision Medicines, Inc.
305.8M2.2%949.2K375.94+730.8%
XENE
Xenon Pharmaceuticals Inc.
261.2M1.9%4.5M60.77+61.5%
CRNX
Crinetics Pharmaceuticals, Inc.
232.3M1.7%6.4M84.69+191.1%
PL
Planet Labs PBC
221.3M1.6%7.9M22.29+246.7%
FN
Fabrinet
204.0M1.5%391.1K436.67+55.8%
APGE
Apogee Therapeutics, Inc.
161.7M1.2%1.9M134.75+274.1%
LITE
Lumentum Holdings Inc.
160.9M1.2%229.0K866.71+647.9%
CW
CURTISS WRIGHT CORP
153.8M1.1%225.8K634.99+32.2%
BAP
CREDICORP LTD
152.9M1.1%450.7K378.97+52.2%
FTAI
FTAI Aviation Ltd.
142.0M1.0%579.5K209.70+49.4%
EWTX
Edgewise Therapeutics, Inc.
141.1M1.0%4.5M44.18+219.2%
GH
Guardant Health, Inc.
140.8M1.0%1.5M170.69+191.8%
SYRE
Spyre Therapeutics, Inc.
140.8M1.0%2.8M106.49+551.3%
IDCC
InterDigital, Inc.
126.2M0.9%417.7K342.42+31.7%
NXT
Nextpower Inc.
125.1M0.9%1.0M86.18+30.3%
CRS
CARPENTER TECHNOLOGY CORP
124.3M0.9%315.5K492.38+105.1%
COHR
COHERENT CORP.
123.0M0.9%516.2K289.52+234.5%
BE
Bloom Energy Corp
115.1M0.8%849.8K201.45+352.6%
UEC
URANIUM ENERGY CORP
112.5M0.8%8.3M12.76+35.9%
DFTX
Definium Therapeutics, Inc.
111.7M0.8%5.9M44.91+375.2%
IBN
ICICI BANK LTD
110.3M0.8%4.3M29.91-9.9%
CCJ
CAMECO CORP
110.0M0.8%1.0M102.51+45.5%
MOD
MODINE MANUFACTURING CO
107.2M0.8%494.7K197.68+46.5%
SEPN
Septerna, Inc.
105.6M0.8%4.4M40.00+260.7%
NU
Nu Holdings Ltd.
104.7M0.8%7.3M14.58+7.0%
LASR
NLIGHT, INC.
101.1M0.7%1.8M47.39+82.6%
VIST
Vista Energy, S.A.B. de C.V.
94.5M0.7%1.3M69.58+73.0%
SRRK
Scholar Rock Holding Corp
94.4M0.7%1.9M56.50+64.2%
VSEC
VSE CORP
93.9M0.7%509.1K217.58+36.2%
SEI
Solaris Energy Infrastructure, Inc.
92.0M0.7%1.6M53.28+96.2%
SAIA
SAIA INC
90.6M0.7%258.0K362.15+23.4%
EYE
National Vision Holdings, Inc.
89.9M0.7%3.5M17.88-26.1%
IMNM
Immunome Inc.
89.7M0.7%4.1M28.52+198.0%
YUMC
Yum China Holdings, Inc.
89.3M0.7%1.8M49.52+11.0%
FMX
MEXICAN ECONOMIC DEVELOPMENT INC
89.2M0.7%803.3K120.68+40.0%
ROAD
Construction Partners, Inc.
88.3M0.6%794.5K112.17-2.3%
WULF
TERAWULF INC.
87.5M0.6%6.1M15.64+68.5%
KYMR
Kymera Therapeutics, Inc.
86.9M0.6%1.0M119.80+182.9%
BBIO
BridgeBio Pharma, Inc.
85.2M0.6%1.1M81.50+66.7%
SITM
SITIME Corp
78.7M0.6%228.0K614.83+177.5%
KRMN
Karman Holdings Inc.
78.2M0.6%977.4K53.40+5.2%
GPCR
Structure Therapeutics Inc.
76.0M0.6%1.6M49.09+164.4%
PTGX
Protagonist Therapeutics, Inc
76.0M0.6%720.9K154.32+174.4%
MTDR
Matador Resources Co
75.1M0.6%1.2M58.38+26.3%
MTSI
MACOM Technology Solutions Holdings, Inc.
74.8M0.5%336.8K266.61+120.1%
ARWR
ARROWHEAD PHARMACEUTICALS, INC.
74.6M0.5%1.2M87.11+331.2%
EOSE
Eos Energy Enterprises, Inc.
73.8M0.5%14.9M3.81-36.4%
COCO
Vita Coco Company, Inc.
73.0M0.5%1.5M63.35+76.4%
FTI
TechnipFMC plc
71.9M0.5%1.0M77.45+122.8%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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