Fund HoldingsDRIEHAUS CAPITAL MANAGEMENT LLC

Total Portfolio Value
$17.26B
Total Bought
$6.53B
Total Sold
$3.83B
Net Transaction
+$2.69B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Definium Therapeutics Inc(DFTX)5,911,8896,845,276+933,387111,735322,0021.87%+210,267
Silicon Motion Technology Corp(SIMO)509,975786,074+276,09957,265262,0221.52%+204,757
Vicor Corp(VICR)189,463496,507+307,04430,504188,5631.09%+158,060
Credo Technology Group Holding
ORDINARY SHARES
0517,062+517,0620140,6150.81%+140,615
Ultra Clean Holdings Inc(UCTT)1,062,3761,309,202+246,82666,059186,6791.08%+120,621
Dave Inc(DAVE)62,334331,537+269,20310,852123,5270.72%+112,676
Cadence Design Systems Inc(CDNS)0293,693+293,6930110,2290.64%+110,229
Xometry Inc(XMTR)1,512,8551,768,213+255,35861,785170,6680.99%+108,883
Spyre Therapeutics Inc(SYRE)2,790,7852,799,166+8,381140,767248,5101.44%+107,743
CECO Environmental Corp(CECO)639,8921,560,486+920,59438,125141,5990.82%+103,474
Life Time Group Holdings Inc(LTH)648,1062,864,852+2,216,74617,460117,0010.68%+99,541
Astera Labs Inc(ALAB)0194,619+194,619094,0050.54%+94,005
Guardant Health Inc(GH)1,524,2821,533,985+9,703140,798230,1441.33%+89,346
Bandwidth Inc(BAND)01,388,899+1,388,899087,9170.51%+87,917
Cardinal Infrastructure Group(CDNL)660,5141,208,910+548,39626,193113,8790.66%+87,687
Cipher Mining Inc(CIFR)03,548,322+3,548,322086,9340.50%+86,934
Sezzle Inc(SEZL)0476,026+476,026081,7000.47%+81,700
Dutch Bros Inc(BROS)01,109,974+1,109,974079,7070.46%+79,707
Flywire Corp(FLYW)04,506,928+4,506,928079,1870.46%+79,187
Twist Bioscience Corp(TWST)584,6961,022,526+437,83027,785105,1970.61%+77,413
JFrog Ltd(FROG)0804,703+804,703073,1310.42%+73,131
Rush Street Interactive Inc(RSI)2,616,1594,341,612+1,725,45356,901129,1200.75%+72,218
Fluence Energy Inc(FLNC)03,575,964+3,575,964071,0900.41%+71,090
Apogee Therapeutics Inc(APGE)1,920,8001,740,101-180,699161,674230,9641.34%+69,290
Onto Innovation Inc(ONTO)320,534354,650+34,11665,732134,2170.78%+68,485
MercadoLibre Inc(MELI)040,135+40,135068,1250.39%+68,125
Terawulf Inc(WULF)6,063,0006,163,879+100,87987,489152,2480.88%+64,759
Credicorp Ltd(BAP)450,730557,228+106,498152,879217,0851.26%+64,206
Veracyte Inc(VCYT)01,045,826+1,045,826061,4210.36%+61,421
Acadian Asset Management Inc(AAMI)0788,901+788,901056,4220.33%+56,422
WisdomTree Inc(WT)1,644,2424,702,705+3,058,46323,94079,6640.46%+55,724
SailPoint Inc(SAIL)03,574,494+3,574,494052,3310.30%+52,331
Enphase Energy Inc(ENPH)01,059,929+1,059,929052,1910.30%+52,191
Sterling Infrastructure Inc(STRL)168,209143,684-24,52568,506120,6030.70%+52,096
Penguin Solutions Inc(PENG)0672,847+672,847051,1430.30%+51,143
Edgewise Therapeutics Inc(EWTX)4,477,9424,728,623+250,681141,055192,1241.11%+51,069
Southern Copper Corp(SCCO)323,715611,241+287,52655,698106,5150.62%+50,817
Vale SA3,667,9477,236,306+3,568,35958,357108,8340.63%+50,477
SiTime Corp(SITM)227,965172,133-55,83278,728128,3350.74%+49,608
Kodiak Gas Services Inc(KGS)0655,608+655,608049,2560.29%+49,256
ESCO Technologies Inc(ESE)185,705287,995+102,29052,252100,8100.58%+48,558
Five9 Inc(FIVN)02,265,900+2,265,900048,3090.28%+48,309
PTC Therapeutics Inc(PTCT)1,015,7721,440,107+424,33569,205117,4700.68%+48,265
Natera Inc(NTRA)284,338383,872+99,53456,865104,2020.60%+47,337
Perimeter Solutions Inc(PRM)01,327,763+1,327,763047,3350.27%+47,335
Enova International Inc(ENVA)0194,994+194,994046,9410.27%+46,941
OPENLANE Inc(OPLN)568,1991,515,210+947,01116,56362,4870.36%+45,924
DigitalOcean Holdings Inc(DOCN)524,184576,956+52,77244,96590,5990.53%+45,635
Affirm Holdings Inc(AFRM)0537,519+537,519043,8350.25%+43,835
Travere Therapeutics Inc(TVTX)1,282,5181,439,134+156,61638,10481,7570.47%+43,654
Universal Technical Institute(UTI)1,756,5512,499,689+743,13863,411106,9120.62%+43,500
Septerna Inc(SEPN)4,395,5724,433,058+37,486105,626148,4630.86%+42,838
Solv Energy Inc(MWH)1,270,5062,378,054+1,107,54838,15380,9730.47%+42,819
TSMC(TSM)1,264,890984,500-280,390427,470470,1682.72%+42,698
Backblaze Inc(BLZE)02,688,044+2,688,044042,6320.25%+42,632
Axsome Therapeutics Inc(AXSM)292,370372,474+80,10449,41691,1700.53%+41,754
Garrett Motion Inc(GTX)1,225,0561,755,586+530,53022,25963,6050.37%+41,346
Neptune Insurance Holdings Inc(NP)01,297,130+1,297,130040,8600.24%+40,860
Dycom Industries Inc(DY)137,343172,486+35,14346,53587,2070.51%+40,673
Rubrik Inc(RBRK)0492,208+492,208039,5140.23%+39,514
Glaukos Corp(GKOS)487,912650,571+162,65952,52990,9240.53%+38,395
Encore Capital Group Inc(ECPG)0409,924+409,924038,2420.22%+38,242
Mercury Systems Inc(MRCY)294,628487,921+193,29321,48159,6870.35%+38,206
nLight Inc(LASR)1,772,6971,986,119+213,422101,079138,2740.80%+37,194
Indivior Pharmaceuticals Inc(INDV)1,880,0392,299,054+419,01557,30494,3300.55%+37,027
Alkermes PLC(ALKS)791,9631,238,809+446,84628,00464,9070.38%+36,904
Celldex Therapeutics Inc(CLDX)0989,442+989,442036,8170.21%+36,817
FuelCell Energy Inc(FCEL)01,014,687+1,014,687036,5390.21%+36,539
Solaris Energy Infrastructure(SEI)1,628,1741,584,985-43,18992,008127,5280.74%+35,520
Arrowhead Pharmaceuticals Inc(ARWR)1,190,3351,350,556+160,22174,634110,0840.64%+35,450
Ichor Holdings Ltd
SHS
298,267432,264+133,99713,90248,5350.28%+34,632
StoneX Group Inc(SNEX)861,530875,452+13,92269,482103,7410.60%+34,259
Target Hospitality Corp(TH)01,679,925+1,679,925034,2030.20%+34,203
Forgent Power Solutions Inc(FPS)1,384,1231,334,384-49,73940,51374,5390.43%+34,025
Legend Biotech Corp(LEGN)01,158,808+1,158,808033,4660.19%+33,466
Lear Corp(LEA)0248,946+248,946033,3740.19%+33,374
Mayville Engineering Co Inc(MEC)0846,354+846,354031,7040.18%+31,704
Generac Holdings Inc(GNRC)0105,345+105,345030,8460.18%+30,846
Innodata Inc(INOD)0404,165+404,165030,5470.18%+30,547
IMAX Corp1,651,7112,340,475+688,76462,78293,2910.54%+30,510
SharkNinja Inc(SN)214,631346,582+131,95122,72952,7740.31%+30,045
Adaptive Biotechnologies Corp(ADPT)1,750,6012,527,703+777,10224,29854,2190.31%+29,921
ICICI Bank Ltd(IBN)4,256,8604,826,120+569,260110,253140,1020.81%+29,850
Twilio Inc(TWLO)0141,973+141,973029,2930.17%+29,293
Cohu Inc(COHU)538,531617,323+78,79216,49045,6260.26%+29,137
BlackSky Technology Inc(BKSY)01,033,578+1,033,578028,8570.17%+28,857
Applied Aerospace & Defense In01,227,730+1,227,730027,9680.16%+27,968
MBX Biosciences Inc(MBX)1,018,2121,056,579+38,36730,39458,3230.34%+27,930
TTM Technologies Inc(TTMI)290,041295,239+5,19828,25655,2160.32%+26,960
Scholar Rock Holding Corp(SRRK)1,920,2332,205,618+285,38594,399121,3090.70%+26,910
Porch Group Inc(PRCH)760,6242,145,989+1,385,3655,45432,2760.19%+26,822
MP Materials Corp(MP)779,4681,148,299+368,83137,61764,3160.37%+26,699
Madison Air Solutions Corp0679,403+679,403026,4970.15%+26,497
Terex Corp(TEX)642,423889,977+247,55437,96764,4250.37%+26,458
Vita Coco Co Inc/The(COCO)1,523,6471,503,177-20,47072,99899,4200.58%+26,422
Hemab Therapeutics Holdings In0715,791+715,791026,2910.15%+26,291
BorgWarner Inc0392,776+392,776026,0800.15%+26,080
Axogen Inc(AXGN)228,437707,234+478,7977,56832,6670.19%+25,099
Frequency Electronics Inc(FEIM)491,901706,207+214,30621,77246,8570.27%+25,085
Entravision Communications Cor(EVC)01,913,845+1,913,845024,9570.14%+24,957
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