13F value (AUM)
$17.3B
Driehaus Capital Management
DRIEHAUS CAPITAL MANAGEMENT LLC
$17.3B
13F long value · 2026-Q2Positions354
CategoryAsset Manager
Quarters tracked9
● #374 of 581 by 13F value
Size rank 4/10
63 NEW52 ADD13 2×+51 TRIM7 NEAR EXIT56 EXIT
Snapshot
Driehaus Capital Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
354 (32 unmapped)
Top 100 weight
68.5%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
New positions
63
Exits / near-exits
63
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 68.5% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| TSM | TSMC | 2.7% | $470.2M | 984.5K | -15.2% |
| DFTX | Definium Therapeutics Inc | 1.9% | $322.0M | 6.8M | -55.4% |
| PRAX | Praxis Precision Medicines Inc | 1.9% | $321.1M | 959.0K | -1.1% |
| XENE | Xenon Pharmaceuticals Inc | 1.5% | $266.7M | 4.4M | -10.1% |
| SIMO | Silicon Motion Technology Corp | 1.5% | $262.0M | 786.1K | -55.7% |
| SYRE | Spyre Therapeutics Inc | 1.4% | $248.5M | 2.8M | -19.0% |
| CRNX | Crinetics Pharmaceuticals Inc | 1.4% | $241.9M | 6.5M | +3.2% |
| APGE | Apogee Therapeutics Inc | 1.3% | $231.0M | 1.7M | -34.9% |
| GH | Guardant Health Inc | 1.3% | $230.1M | 1.5M | -41.0% |
| PL | Planet Labs PBC | 1.3% | $222.7M | 6.7M | +7.0% |
| — | Credicorp Ltd | 1.3% | $217.1M | 557.2K | — |
| EWTX | Edgewise Therapeutics Inc | 1.1% | $192.1M | 4.7M | -24.6% |
| VICR | Vicor Corp | 1.1% | $188.6M | 496.5K | -29.3% |
| UCTT | Ultra Clean Holdings Inc | 1.1% | $186.7M | 1.3M | -43.1% |
| CW | Curtiss-Wright Corp | 1.0% | $173.6M | 229.1K | -5.4% |
Quarterly changes — 2026-Q2
What Driehaus Capital Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | SIMO | Silicon Motion Technology Corp | 510.0K | 786.1K | +54.1% | +$204.8M |
| NEAR EXIT | — | Fabrinet | 391.1K | 18.0K | -95.4% | -$193.9M |
| 2×+ | VICR | Vicor Corp | 189.5K | 496.5K | +162.1% | +$158.1M |
| NEW | — | Credo Technology Group Holding | — | 517.1K | — | +$140.6M |
| 2×+ | DAVE | Dave Inc | 62.3K | 331.5K | +431.9% | +$112.7M |
| NEW | CDNS | Cadence Design Systems Inc | — | 293.7K | — | +$110.2M |
| 2×+ | CECO | CECO Environmental Corp | 639.9K | 1.6M | +143.9% | +$103.5M |
| 2×+ | LTH | Life Time Group Holdings Inc | 648.1K | 2.9M | +342.0% | +$99.5M |
| NEW | ALAB | Astera Labs Inc | — | 194.6K | — | +$94.0M |
| EXIT | EYE | National Vision Holdings Inc | 3.5M | 0 | -100.0% | -$89.9M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.