How We Invest

13F FILER

Driehaus Capital Management

DRIEHAUS CAPITAL MANAGEMENT LLC

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

354

Positions

$17.3B

Reported Value

16.3%

In Top 10

—

Claims Indexed

Largest reported positions

DRIEHAUS CAPITAL MANAGEMENT LLC • CIK 0000938206 • 2026-06-30 • FILED 2026-08-14

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Aug 14, 2026, Driehaus Capital Management reported 354 positions worth $17.3B in US-listed stock. With 354 positions and only 16.3% in the ten largest, this is a diffuse book, where single lines are inventory rather than convictions.

It opened 84 new positions, the largest stock positions being Credo Technology Group Holding ($140.6M) and Cadence Design Systems Inc ($110.2M), and exited 85, the largest stock exits being National Vision Holdings Inc ($89.9M last quarter), Yum China Holdings Inc ($89.3M last quarter) and Bridgebio Pharma Inc ($85.2M last quarter).

Among positions it already held, the biggest increases by share count were Dave Inc (+432%), Life Time Group Holdings Inc (+342%) and Vicor Corp (+162%), and the biggest cuts were Bloom Energy Corp (−54%), Carpenter Technology Corp (−28%) and Sitime Corp (−24%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
TSMC$470.2M2.7%-22%
Definium Therapeutics Inc$322.0M1.9%+16%
Praxis Precision Medicines Inc$321.1M1.9%+1%
Xenon Pharmaceuticals Inc$266.7M1.6%-2%
Silicon Motion Technology Corp$262.0M1.5%+54%
Spyre Therapeutics Inc$248.5M1.4%+0%
Crinetics Pharmaceuticals Inc$241.9M1.4%+1%
Apogee Therapeutics Inc$231.0M1.3%-9%
Guardant Health Inc$230.1M1.3%+1%
Planet Labs PBC$222.7M1.3%-15%
Credicorp Ltd$217.1M1.3%+24%
Edgewise Therapeutics Inc$192.1M1.1%+6%
Vicor Corp$188.6M1.1%+162%
Ultra Clean Holdings Inc$186.7M1.1%+23%
Curtiss-Wright Corp$173.6M1.0%+2%
Xometry Inc$170.7M1.0%+17%
Terawulf Inc$152.2M0.9%+2%
Septerna Inc$148.5M0.9%+1%
Nextpower Inc$143.8M0.8%+16%
CECO Environmental Corp$141.6M0.8%+144%

20 of 354 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

NEW POSITIONS

  • Credo Technology Group Holding$140.6M · 0.8%
  • Cadence Design Systems Inc$110.2M · 0.6%

EXITS

  • National Vision Holdings Inc$89.9M last quarter
  • Yum China Holdings Inc$89.3M last quarter
  • Bridgebio Pharma Inc$85.2M last quarter
  • Karman Holdings Inc$78.2M last quarter
  • Technipfmc Plc$71.9M last quarter

QUESTIONS PEOPLE ASK

What are Driehaus Capital Management's largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Tsmc (2.7%), Definium Therapeutics Inc (1.9%) and Praxis Precision Medicines Inc (1.9%). With 354 positions and only 16.3% in the ten largest, this is a diffuse book, where single lines are inventory rather than convictions.

How big is Driehaus Capital Management's 13F portfolio?

OPEN
The Q2 2026 13F, filed Aug 14, 2026, reports 354 positions worth $17.3B. The ten largest make up 16.3% of it.

What did Driehaus Capital Management buy and sell in Q2 2026?

OPEN
It opened 84 new positions, the largest stock positions being Credo Technology Group Holding ($140.6M) and Cadence Design Systems Inc ($110.2M), and exited 85, the largest stock exits being National Vision Holdings Inc ($89.9M last quarter), Yum China Holdings Inc ($89.3M last quarter) and Bridgebio Pharma Inc ($85.2M last quarter). Among positions it already held, the biggest increases by share count were Dave Inc (+432%), Life Time Group Holdings Inc (+342%) and Vicor Corp (+162%), and the biggest cuts were Bloom Energy Corp (−54%), Carpenter Technology Corp (−28%) and Sitime Corp (−24%).

When is Driehaus Capital Management's next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day.

Filers with overlapping books