DRIEHAUS CAPITAL MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Fabrinet(FN) | 240,978 | 391,081 | +150,103 | 109,712,464 | 203,956,563 | 1.50% | +94,244,099 |
| Yum China Holdings Inc(YUMC) | 0 | 1,831,286 | +1,831,286 | 0 | 89,330,131 | 0.66% | +89,330,131 |
| Matador Resources Co(MTDR) | 0 | 1,189,054 | +1,189,054 | 0 | 75,124,432 | 0.55% | +75,124,432 |
| nLight Inc(LASR) | 732,547 | 1,772,697 | +1,040,150 | 27,477,838 | 101,079,183 | 0.74% | +73,601,345 |
| Bloom Energy Corp | 515,481 | 849,801 | +334,320 | 44,790,144 | 115,139,537 | 0.85% | +70,349,393 |
| Cava Group Inc(CAVA) | 0 | 846,738 | +846,738 | 0 | 68,501,104 | 0.50% | +68,501,104 |
| CG oncology Inc(CGON) | 0 | 999,623 | +999,623 | 0 | 67,654,485 | 0.50% | +67,654,485 |
| Vista Energy SAB de CV(VIST) | 724,010 | 1,251,586 | +527,576 | 35,230,327 | 94,457,195 | 0.69% | +59,226,868 |
| Methanex Corp(MEOH) | 0 | 974,088 | +974,088 | 0 | 57,997,200 | 0.43% | +57,997,200 |
| Xenon Pharmaceuticals Inc(XENE) | 4,538,691 | 4,491,653 | -47,038 | 203,424,131 | 261,189,622 | 1.92% | +57,765,491 |
| Tower Semiconductor Ltd(TSEM) | 0 | 326,103 | +326,103 | 0 | 57,224,554 | 0.42% | +57,224,554 |
| Advanced Energy Industries Inc | 0 | 177,018 | +177,018 | 0 | 57,125,479 | 0.42% | +57,125,479 |
| Tidewater Inc(TDW) | 148,026 | 758,536 | +610,510 | 7,476,793 | 63,375,683 | 0.47% | +55,898,890 |
| Knight-Swift Transportation Ho(KNX) | 0 | 964,882 | +964,882 | 0 | 55,557,906 | 0.41% | +55,557,906 |
| Nextpower Inc | 799,738 | 1,037,551 | +237,813 | 69,665,177 | 125,076,773 | 0.92% | +55,411,596 |
| Ultra Clean Holdings Inc(UCTT) | 453,630 | 1,062,376 | +608,746 | 11,490,448 | 66,058,540 | 0.49% | +54,568,092 |
| Universal Technical Institute(UTI) | 369,026 | 1,756,551 | +1,387,525 | 9,642,649 | 63,411,491 | 0.47% | +53,768,842 |
| Planet Labs PBC(PL) | 8,511,620 | 7,918,693 | -592,927 | 167,849,146 | 221,327,469 | 1.63% | +53,478,323 |
| Glaukos Corp(GKOS) | 0 | 487,912 | +487,912 | 0 | 52,528,606 | 0.39% | +52,528,606 |
| Tenaris SA(TS) | 0 | 888,346 | +888,346 | 0 | 51,683,970 | 0.38% | +51,683,970 |
| Transocean Ltd(RIG) | 0 | 7,210,869 | +7,210,869 | 0 | 47,808,061 | 0.35% | +47,808,061 |
| Spyre Therapeutics Inc(SYRE) | 2,882,420 | 2,790,785 | -91,635 | 94,428,079 | 140,767,195 | 1.03% | +46,339,116 |
| Amprius Technologies Inc(AMPX) | 2,393,212 | 3,794,178 | +1,400,966 | 18,882,443 | 63,969,841 | 0.47% | +45,087,398 |
| DigitalOcean Holdings Inc(DOCN) | 0 | 524,184 | +524,184 | 0 | 44,964,504 | 0.33% | +44,964,504 |
| Modine Manufacturing Co(MOD) | 480,392 | 494,734 | +14,342 | 64,137,136 | 107,213,805 | 0.79% | +43,076,669 |
| Saia Inc(SAIA) | 146,485 | 257,963 | +111,478 | 47,830,282 | 90,617,243 | 0.67% | +42,786,961 |
| FirstCash Holdings Inc(FCFS) | 0 | 223,526 | +223,526 | 0 | 42,022,888 | 0.31% | +42,022,888 |
| BankUnited Inc(BKU) | 0 | 919,035 | +919,035 | 0 | 41,503,621 | 0.31% | +41,503,621 |
| Forgent Power Solutions Inc(FPS) | 0 | 1,384,123 | +1,384,123 | 0 | 40,513,280 | 0.30% | +40,513,280 |
| Coherent Corp(COHR) | 447,945 | 516,229 | +68,284 | 82,677,209 | 122,970,910 | 0.90% | +40,293,701 |
| Zurn Elkay Water Solutions Cor(ZWS) | 0 | 897,614 | +897,614 | 0 | 40,249,012 | 0.30% | +40,249,012 |
| United States Antimony Corp | 1,293,548 | 5,345,710 | +4,052,162 | 6,493,611 | 46,668,048 | 0.34% | +40,174,437 |
| MarketAxess Holdings Inc(MKTX) | 0 | 239,256 | +239,256 | 0 | 39,472,455 | 0.29% | +39,472,455 |
| BeOne Medicines Ltd(ONC) | 23,213 | 155,002 | +131,789 | 7,052,342 | 46,030,944 | 0.34% | +38,978,602 |
| Figs Inc(FIGS) | 2,043,417 | 4,174,257 | +2,130,840 | 23,213,217 | 61,653,776 | 0.45% | +38,440,559 |
| Solv Energy Inc(MWH) | 0 | 1,270,506 | +1,270,506 | 0 | 38,153,295 | 0.28% | +38,153,295 |
| Terex Corp(TEX) | 0 | 642,423 | +642,423 | 0 | 37,967,199 | 0.28% | +37,967,199 |
| Chord Energy Corp(CHRD) | 0 | 266,887 | +266,887 | 0 | 37,945,994 | 0.28% | +37,945,994 |
| Innovex International Inc(INVX) | 0 | 1,536,309 | +1,536,309 | 0 | 37,470,577 | 0.28% | +37,470,577 |
| Edgewise Therapeutics Inc(EWTX) | 4,191,193 | 4,477,942 | +286,749 | 104,004,458 | 141,055,173 | 1.04% | +37,050,715 |
| Almonty Industries Inc | 2,659,069 | 4,095,335 | +1,436,266 | 23,426,398 | 59,300,451 | 0.44% | +35,874,053 |
| Applied Optoelectronics Inc(AAOI) | 507,473 | 632,337 | +124,864 | 17,690,509 | 53,489,387 | 0.39% | +35,798,878 |
| Solaris Energy Infrastructure(SEI) | 1,227,721 | 1,628,174 | +400,453 | 56,438,334 | 92,008,113 | 0.68% | +35,569,779 |
| Lumentum Holdings Inc(LITE) | 341,048 | 228,995 | -112,053 | 125,706,882 | 160,928,526 | 1.18% | +35,221,644 |
| PBF Energy Inc(PBF) | 0 | 711,972 | +711,972 | 0 | 33,904,107 | 0.25% | +33,904,107 |
| Praxis Precision Medicines Inc(PRAX) | 933,061 | 949,225 | +16,164 | 275,010,399 | 305,830,803 | 2.25% | +30,820,404 |
| Brinker International Inc(EAT) | 0 | 215,492 | +215,492 | 0 | 30,765,793 | 0.23% | +30,765,793 |
| Vicor Corp(VICR) | 0 | 189,463 | +189,463 | 0 | 30,503,543 | 0.22% | +30,503,543 |
| Ascendis Pharma A/S(ASND) | 0 | 127,562 | +127,562 | 0 | 29,177,256 | 0.21% | +29,177,256 |
| TTM Technologies Inc(TTMI) | 0 | 290,041 | +290,041 | 0 | 28,255,794 | 0.21% | +28,255,794 |
| Twist Bioscience Corp(TWST) | 0 | 584,696 | +584,696 | 0 | 27,784,754 | 0.20% | +27,784,754 |
| Patterson-UTI Energy Inc(PTEN) | 0 | 2,559,637 | +2,559,637 | 0 | 27,720,869 | 0.20% | +27,720,869 |
| Silicon Motion Technology Corp(SIMO) | 319,624 | 509,975 | +190,351 | 29,629,145 | 57,265,093 | 0.42% | +27,635,948 |
| Curtiss-Wright Corp(CW) | 229,703 | 225,759 | -3,944 | 126,628,373 | 153,768,970 | 1.13% | +27,140,597 |
| Dianthus Therapeutics Inc(DNTH) | 0 | 317,312 | +317,312 | 0 | 26,628,823 | 0.20% | +26,628,823 |
| Griffon Corp(GFF) | 0 | 349,580 | +349,580 | 0 | 25,407,474 | 0.19% | +25,407,474 |
| IMAX Corp | 1,023,852 | 1,651,711 | +627,859 | 37,841,570 | 62,781,535 | 0.46% | +24,939,965 |
| Patrick Industries Inc(PATK) | 0 | 220,415 | +220,415 | 0 | 24,481,494 | 0.18% | +24,481,494 |
| Definium Therapeutics Inc(DFTX) | 6,537,202 | 5,911,889 | -625,313 | 87,533,135 | 111,734,702 | 0.82% | +24,201,567 |
| StoneX Group Inc(SNEX) | 483,833 | 861,530 | +377,697 | 46,027,033 | 69,482,355 | 0.51% | +23,455,322 |
| SharkNinja Inc(SN) | 0 | 214,631 | +214,631 | 0 | 22,729,423 | 0.17% | +22,729,423 |
| Garrett Motion Inc(GTX) | 0 | 1,225,056 | +1,225,056 | 0 | 22,259,268 | 0.16% | +22,259,268 |
| Legence Corp(LGN) | 686,510 | 914,566 | +228,056 | 29,547,390 | 51,636,396 | 0.38% | +22,089,006 |
| AXT Inc(AXTI) | 0 | 384,561 | +384,561 | 0 | 21,912,286 | 0.16% | +21,912,286 |
| LeMaitre Vascular Inc(LMAT) | 0 | 197,225 | +197,225 | 0 | 21,531,053 | 0.16% | +21,531,053 |
| Fomento Economico Mexicano SAB(FMX) | 672,848 | 803,253 | +130,405 | 68,004,747 | 89,209,278 | 0.66% | +21,204,531 |
| ArcBest Corp(ARCB) | 0 | 210,343 | +210,343 | 0 | 20,689,337 | 0.15% | +20,689,337 |
| Babcock & Wilcox Enterprises I(BW) | 2,275,156 | 2,380,613 | +105,457 | 14,424,489 | 34,971,205 | 0.26% | +20,546,716 |
| Camtek Ltd/Israel(CAMT) | 281,310 | 332,148 | +50,838 | 29,915,912 | 50,356,958 | 0.37% | +20,441,046 |
| Delek US Holdings Inc(DK) | 0 | 449,396 | +449,396 | 0 | 20,254,278 | 0.15% | +20,254,278 |
| Terawulf Inc(WULF) | 5,864,195 | 6,063,000 | +198,805 | 67,379,601 | 87,489,090 | 0.64% | +20,109,489 |
| Nova Ltd(NVMI) | 0 | 45,513 | +45,513 | 0 | 19,765,386 | 0.15% | +19,765,386 |
| US Foods Holding Corp(USFD) | 0 | 210,608 | +210,608 | 0 | 19,420,164 | 0.14% | +19,420,164 |
| Vita Coco Co Inc/The(COCO) | 1,014,236 | 1,523,647 | +509,411 | 53,764,650 | 72,997,928 | 0.54% | +19,233,278 |
| XPO Inc(XPO) | 0 | 97,914 | +97,914 | 0 | 19,049,169 | 0.14% | +19,049,169 |
| Comfort Systems USA Inc(FIX) | 40,482 | 41,105 | +623 | 37,781,446 | 56,683,384 | 0.42% | +18,901,938 |
| Sociedad Quimica y Minera de C(SQM) | 747,890 | 866,592 | +118,702 | 51,454,832 | 70,141,956 | 0.52% | +18,687,124 |
| Powell Industries Inc(POWL) | 26,912 | 50,358 | +23,446 | 8,579,007 | 27,247,707 | 0.20% | +18,668,700 |
| Qnity Electronics Inc(Q) | 0 | 160,495 | +160,495 | 0 | 18,517,913 | 0.14% | +18,517,913 |
| Teledyne Technologies Inc(TDY) | 27,026 | 52,045 | +25,019 | 13,802,989 | 31,487,745 | 0.23% | +17,684,756 |
| Albemarle Corp(ALB) | 0 | 97,671 | +97,671 | 0 | 17,534,875 | 0.13% | +17,534,875 |
| Ecovyst Inc(ECVT) | 0 | 1,356,131 | +1,356,131 | 0 | 17,439,845 | 0.13% | +17,439,845 |
| Credicorp Ltd(BAP) | 472,044 | 450,730 | -21,314 | 135,476,628 | 152,878,601 | 1.12% | +17,401,973 |
| MYR Group Inc(MYRG) | 228,655 | 238,185 | +9,530 | 49,961,118 | 67,244,389 | 0.49% | +17,283,271 |
| Lincoln Educational Services C(LINC) | 443,031 | 676,923 | +233,892 | 10,699,199 | 27,537,228 | 0.20% | +16,838,029 |
| Cohu Inc(COHU) | 0 | 538,531 | +538,531 | 0 | 16,489,819 | 0.12% | +16,489,819 |
| Lattice Semiconductor Corp(LSCC) | 0 | 176,762 | +176,762 | 0 | 16,396,443 | 0.12% | +16,396,443 |
| Applied Industrial Technologie(AIT) | 0 | 61,435 | +61,435 | 0 | 16,299,934 | 0.12% | +16,299,934 |
| Riley Exploration Permian Inc | 0 | 443,719 | +443,719 | 0 | 16,173,558 | 0.12% | +16,173,558 |
| Oil States International Inc | 0 | 1,328,078 | +1,328,078 | 0 | 15,458,828 | 0.11% | +15,458,828 |
| SiteOne Landscape Supply Inc(SITE) | 244,395 | 344,819 | +100,424 | 30,441,841 | 45,898,857 | 0.34% | +15,457,016 |
| Burlington Stores Inc(BURL) | 0 | 44,919 | +44,919 | 0 | 14,615,744 | 0.11% | +14,615,744 |
| Venture Global Inc(VG) | 0 | 899,196 | +899,196 | 0 | 14,171,329 | 0.10% | +14,171,329 |
| Align Technology Inc | 0 | 82,166 | +82,166 | 0 | 14,085,717 | 0.10% | +14,085,717 |
| CF Industries Holdings Inc(CF) | 0 | 108,481 | +108,481 | 0 | 14,085,173 | 0.10% | +14,085,173 |
| Cardinal Infrastructure Group(CDNL) | 508,093 | 660,514 | +152,421 | 12,285,689 | 26,192,683 | 0.19% | +13,906,994 |
| Ichor Holdings Ltd SHS | 0 | 298,267 | +298,267 | 0 | 13,902,225 | 0.10% | +13,902,225 |
| Hasbro Inc(HAS) | 0 | 147,612 | +147,612 | 0 | 13,816,483 | 0.10% | +13,816,483 |
| Rocket Cos Inc(RKT) | 0 | 968,262 | +968,262 | 0 | 13,797,734 | 0.10% | +13,797,734 |
| Guidewire Software Inc(GWRE) | 43,287 | 148,686 | +105,399 | 8,701,120 | 22,237,478 | 0.16% | +13,536,358 |