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DRIEHAUS CAPITAL MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 938206 · latest 13F-HR filed 2026-05-15

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DRIEHAUS CAPITAL MANAGEMENT LLC manages $13.60B in 13F-reported U.S. long-equity assets across 356 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (3.14%), PRAX (2.25%), XENE (1.92%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 88 new positions, exited 137, added to 123, and trimmed 115.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$13.60B

Long-equity book

Holdings

356

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+88 / −137 / ↑123 / ↓115

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Fabrinet$94.2M +85.9%
  • nLight Inc$73.6M +267.9%
  • Bloom Energy Corp$70.3M +157.1%
  • Vista Energy SAB de CV$59.2M +168.1%
  • Xenon Pharmaceuticals Inc$57.8M +28.4%
Show all 123 →

Top Trims

  • TSMC-$230.0M -35.0%
  • Rhythm Pharmaceuticals Inc-$99.6M -72.4%
  • Eos Energy Enterprises Inc-$89.8M -54.9%
  • Natera Inc-$86.5M -60.3%
  • TransMedics Group Inc-$82.6M -95.4%
Show all 115 →

New Positions

  • Yum China Holdings Inc$89.3M
  • Matador Resources Co$75.1M
  • Cava Group Inc$68.5M
  • CG oncology Inc$67.7M
  • Methanex Corp$58.0M
Show all 88 →

Exited Positions

  • HDFC Bank Ltd$136.0M
  • Impinj Inc$128.3M
  • Weatherford International PLC$108.3M
  • Embraer SA$102.4M
  • Carvana Co$95.8M
Show all 137 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TSMC TSM 874039100 $427.5M 3.14% 1,264,890 SH
2 Praxis Precision Medicines Inc PRAX 74006W207 $305.8M 2.25% 949,225 SH
3 Xenon Pharmaceuticals Inc XENE 98420N105 $261.2M 1.92% 4,491,653 SH
4 Crinetics Pharmaceuticals Inc CRNX 22663K107 $232.3M 1.71% 6,395,922 SH
5 Planet Labs PBC PL 72703X106 $221.3M 1.63% 7,918,693 SH
6 Fabrinet FN G3323L100 $204.0M 1.50% 391,081 SH
7 Apogee Therapeutics Inc APGE 03770N101 $161.7M 1.19% 1,920,800 SH
8 Lumentum Holdings Inc LITE 55024U109 $160.9M 1.18% 228,995 SH
9 Curtiss-Wright Corp CW 231561101 $153.8M 1.13% 225,759 SH
10 Credicorp Ltd BAP G2519Y108 $152.9M 1.12% 450,730 SH
11 FTAI Aviation Ltd FTAI G3730V105 $142.0M 1.04% 579,521 SH
12 Edgewise Therapeutics Inc EWTX 28036F105 $141.1M 1.04% 4,477,942 SH
13 Guardant Health Inc GH 40131M109 $140.8M 1.03% 1,524,282 SH
14 Spyre Therapeutics Inc SYRE 00773J202 $140.8M 1.03% 2,790,785 SH
15 InterDigital Inc IDCC 45867G101 $126.2M 0.93% 417,727 SH
16 Nextpower Inc NXT 65290E101 $125.1M 0.92% 1,037,551 SH
17 Carpenter Technology Corp CRS 144285103 $124.3M 0.91% 315,457 SH
18 Coherent Corp COHR 19247G107 $123.0M 0.90% 516,229 SH
19 Bloom Energy Corp BE 093712107 $115.1M 0.85% 849,801 SH
20 Uranium Energy Corp UEC 916896103 $112.5M 0.83% 8,334,245 SH
21 Definium Therapeutics Inc DFTX 24477V105 $111.7M 0.82% 5,911,889 SH
22 ICICI Bank Ltd IBN 45104G104 $110.3M 0.81% 4,256,860 SH
23 Cameco Corp CCJ 13321L108 $110.0M 0.81% 1,012,600 SH
24 Modine Manufacturing Co MOD 607828100 $107.2M 0.79% 494,734 SH
25 Septerna Inc SEPN 81734D104 $105.6M 0.78% 4,395,572 SH
26 NU Holdings Ltd/Cayman Islands NU G6683N103 $104.7M 0.77% 7,288,282 SH
27 nLight Inc LASR 65487K100 $101.1M 0.74% 1,772,697 SH
28 Vista Energy SAB de CV VIST 92837L109 $94.5M 0.69% 1,251,586 SH
29 Scholar Rock Holding Corp SRRK 80706P103 $94.4M 0.69% 1,920,233 SH
30 VSE Corp VSEC 918284100 $93.9M 0.69% 509,146 SH
31 Solaris Energy Infrastructure SEI 83418M103 $92.0M 0.68% 1,628,174 SH
32 Saia Inc SAIA 78709Y105 $90.6M 0.67% 257,963 SH
33 National Vision Holdings Inc EYE 63845R107 $89.9M 0.66% 3,471,774 SH
34 Immunome Inc IMNM 45257U108 $89.7M 0.66% 4,099,901 SH
35 Yum China Holdings Inc YUMC 98850P109 $89.3M 0.66% 1,831,286 SH
36 Fomento Economico Mexicano SAB FMX 344419106 $89.2M 0.66% 803,253 SH
37 Construction Partners Inc ROAD 21044C107 $88.3M 0.65% 794,464 SH
38 Terawulf Inc WULF 88080T104 $87.5M 0.64% 6,063,000 SH
39 Kymera Therapeutics Inc KYMR 501575104 $86.9M 0.64% 1,043,583 SH
40 Bridgebio Pharma Inc BBIO 10806X102 $85.2M 0.63% 1,146,671 SH
41 SiTime Corp SITM 82982T106 $78.7M 0.58% 227,965 SH
42 Karman Holdings Inc KRMN 485924104 $78.2M 0.58% 977,353 SH
43 Structure Therapeutics Inc GPCR 86366E106 $76.0M 0.56% 1,577,356 SH
44 Protagonist Therapeutics Inc PTGX 74366E102 $76.0M 0.56% 720,928 SH
45 Matador Resources Co MTDR 576485205 $75.1M 0.55% 1,189,054 SH
46 MACOM Technology Solutions Hol MTSI 55405Y100 $74.8M 0.55% 336,813 SH
47 Arrowhead Pharmaceuticals Inc ARWR 04280A100 $74.6M 0.55% 1,190,335 SH
48 Eos Energy Enterprises Inc EOSE 29415C101 $73.8M 0.54% 14,869,170 SH
49 Vita Coco Co Inc/The COCO 92846Q107 $73.0M 0.54% 1,523,647 SH
50 TechnipFMC PLC FTI G87110105 $71.9M 0.53% 1,040,195 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $13.60B 356 0000938206-26-000031
2025-12-31 2026-02-17 $14.72B 404 0000938206-26-000018
2025-09-30 2025-11-14 $13.96B 431 0000938206-25-000056