Driehaus Capital Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Driehaus Capital Management LLC reported 361 stock positions worth $10.3 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 5.5% of the portfolio, followed by Crinetics Pharmaceuticals (CRNX, 2.6%) and Transmedics (TMDX, 2.2%). Compared with Q1 2024, it opened 80 new positions, sold out of 99, added to 145 and reduced 116. The biggest buy was Transmedics (TMDX, shares +16%) and the biggest sale Super Micro Computer (SMCI, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0000938206
- Portfolio Value
- $10.3B (Q2 2024)
- SEC Filing
- 0000938206-24-000031 ↗ filed Aug 15, 2024
Holdings Value
Holdings 361 stocks · $10.3B
| TSM Taiwan Semiconductor-SP ADR | 5.53% | 3,288,518 | $571.6M | Reduce -9.0% |
| CRNX Crinetics Pharmaceuticals Inc. | 2.65% | 6,112,173 | $273.8M | Add +16.9% |
| TMDX Transmedics Group Inc. | 2.17% | 1,486,073 | $223.8M | Add +15.8% |
| CCJ Cameco Corp. | 1.86% | 3,915,086 | $192.6M | Add +4.7% |
| IBN Icici Bank Ltd.-Spon ADR | 1.77% | 6,364,221 | $183.4M | Add +8.4% |
| XENE Xenon Pharmaceuticals Inc. | 1.67% | 4,419,472 | $172.3M | Add +2.3% |
| CAMT Camtek Ltd. | 1.62% | 1,339,006 | $167.7M | Reduce -31.9% |
| FTAI Ftai Aviation Ltd. | 1.56% | 1,557,541 | $160.8M | Reduce -22.3% |
| PCVX Vaxcyte Inc. | 1.41% | 1,934,747 | $146.1M | Add +3.6% |
| NTRA Natera Inc. | 1.28% | 1,220,768 | $132.2M | Add +14.6% |
| AXON Axon Enterprise Inc. | 1.24% | 434,459 | $127.8M | Reduce -1.7% |
| CRDO Credo Technology Group Holdi | 1.17% | 3,791,392 | $121.1M | Add +3.1% |
| BRBR Bellring Brands Inc. | 1.14% | 2,064,167 | $117.9M | Add +4.6% |
| ONTO Onto Innovation Inc. | 1.14% | 535,769 | $117.6M | Add +2.0% |
| MOD Modine Manufacturing Co. | 1.07% | 1,101,932 | $110.4M | Add +32.8% |
| GPCR Structure Therapeutics Inc. | 0.98% | 2,577,136 | $101.2M | Add +3.5% |
| TME Tencent Music Entertainm-ADR | 0.97% | 7,129,342 | $100.2M | Add +37.0% |
| ELF Elf Beauty Inc. | 0.97% | 474,562 | $100.0M | Add +0.2% |
| SMCI Super Micro Computer Inc. | 0.94% | 117,996 | $96.7M | Reduce -55.0% |
| GKOS Glaukos Corp. | 0.92% | 803,650 | $95.1M | Add +24.0% |
| COHR Coherent Corp. | 0.91% | 1,304,569 | $94.5M | Add +211.5% |
| MNDY Monday.com Ltd. | 0.91% | 389,669 | $93.8M | Reduce -25.0% |
| FRPT Freshpet Inc. | 0.90% | 721,288 | $93.3M | Add +24.4% |
| CYBR Cyberark Software Ltd./Israel | 0.90% | 340,535 | $93.1M | Reduce -7.5% |
| BROS Dutch Bros Inc. Class A | 0.90% | 2,245,241 | $93.0M | Add +11.0% |
| MRUS Merus NV | 0.89% | 1,550,009 | $91.7M | Add +26.4% |
| APGE Apogee Therapeutics Inc. | 0.81% | 2,117,870 | $83.3M | Add +2.6% |
| WING Wingstop Inc. | 0.79% | 193,307 | $81.7M | Add +4.1% |
| NTNX Nutanix Inc. Class A | 0.79% | 1,435,230 | $81.6M | Add +123.9% |
| SG Sweetgreen Inc. Class A | 0.78% | 2,688,403 | $81.0M | Add +231.8% |
| FSS Federal Signal Corp. | 0.74% | 912,392 | $76.3M | Add +20.3% |
| EPI Wisdomtree India Earnings | 0.73% | 1,555,221 | $75.1M | No change |
| CVNA Carvana Co. | 0.72% | 581,787 | $74.9M | Add +125.0% |
| SCCO Southern Copper Corp. | 0.69% | 664,533 | $71.6M | Reduce -10.1% |
| TTEK Tetra Tech Inc. | 0.66% | 336,060 | $68.7M | Add +16.1% |
| VECO Veeco Instruments Inc. | 0.66% | 1,458,288 | $68.1M | Add +119.3% |
| FN Fabrinet | 0.66% | 277,978 | $68.0M | Add +183.6% |
| CAVA Cava Group Inc. | 0.66% | 732,603 | $67.9M | Add +51.8% |
| CLS Celestica Inc. | 0.65% | 1,164,653 | $66.8M | Add +19876.9% |
| TCOM Trip.com Group Ltd.-ADR | 0.65% | 1,420,431 | $66.8M | Reduce -13.8% |
| EDU New Oriental Educatio-SP ADR | 0.62% | 819,972 | $63.7M | Reduce -21.2% |
| STRL Sterling Infrastructure Inc. | 0.61% | 533,606 | $63.1M | Add +11.4% |
| HCI Hci Group Inc. | 0.60% | 668,231 | $61.6M | Reduce -1.0% |
| SFM Sprouts Farmers Market Inc. | 0.59% | 734,992 | $61.5M | Add +7.8% |
| KMPR Kemper Corp. | 0.58% | 1,015,346 | $60.2M | Reduce -2.9% |
| ENVX Enovix Corp. | 0.58% | 3,886,492 | $60.1M | Add +63.7% |
| DUOL Duolingo | 0.58% | 287,210 | $59.9M | Add +4.6% |
| CW Curtiss-Wright Corp. | 0.58% | 219,617 | $59.5M | Add +19.1% |
| AMKR Amkor Technology Inc. | 0.56% | 1,458,746 | $58.4M | New |
| DRS Leonardo DRS Inc. | 0.56% | 2,281,546 | $58.2M | Add +4.7% |
| BAP Credicorp Ltd. | 0.56% | 358,784 | $57.9M | Add +78.8% |
| APG Api Group Corp. | 0.55% | 1,517,933 | $57.1M | Add +48.9% |
| ESTC Elastic NV | 0.55% | 499,915 | $56.9M | Add +4.3% |
| VIST Vista Energy Sab DE CV | 0.54% | 1,233,695 | $56.1M | Reduce -25.3% |
| CR Crane Co. | 0.54% | 384,588 | $55.8M | Add +12.5% |
| APPF Appfolio Inc. Class A | 0.54% | 227,632 | $55.7M | Add +16.7% |
| UEC Uranium Energy Corp. | 0.53% | 9,147,972 | $55.0M | Add +1.0% |
| ANF Abercrombie & Fitch Co. Class A | 0.52% | 303,896 | $54.0M | Add +283.0% |
| TDW Tidewater Inc. | 0.51% | 557,127 | $53.0M | Reduce -15.2% |
| NUVL Nuvalent Inc. Class A | 0.51% | 696,607 | $52.8M | Add +3.5% |
| MELI MercadoLibre Inc. | 0.50% | 31,667 | $52.0M | Add +33.6% |
| ASPN Aspen Aerogels Inc. | 0.50% | 2,156,789 | $51.4M | Add +130.4% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.50% | 1,149,227 | $51.2M | Add +253.0% |
| KNF Knife River Corp. | 0.47% | 698,756 | $49.0M | Reduce -2.3% |
| SAIA Saia Inc. | 0.47% | 102,806 | $48.8M | Reduce -53.6% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.47% | 1,182,370 | $48.5M | Add +38.2% |
| SPXC SPX Technologies Inc. | 0.46% | 336,377 | $47.8M | Add +7.4% |
| WFRD Weatherford International PL | 0.45% | 382,811 | $46.9M | Reduce -22.1% |
| FIX Comfort Systems USA Inc. | 0.45% | 152,703 | $46.4M | Add +5.8% |
| SKWD Skyward Specialty Insurance | 0.44% | 1,258,383 | $45.5M | Add +2.8% |
| MSA Msa Safety Inc. | 0.43% | 239,117 | $44.9M | Add +0.5% |
| CNM Core & Main Inc. Class A | 0.43% | 911,428 | $44.6M | Reduce -27.2% |
| SMTC Semtech Corp. | 0.42% | 1,452,316 | $43.4M | New |
| HEI Heico Corp. | 0.42% | 193,895 | $43.4M | Add +66.0% |
| FTI Technipfmc PLC | 0.41% | 1,631,289 | $42.7M | Reduce -47.0% |
| RXST Rxsight Inc. | 0.41% | 706,162 | $42.5M | Add +74.9% |
| EVER Everquote Inc. Class A | 0.41% | 2,036,361 | $42.5M | Add +9.1% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.40% | 7,114,571 | $41.5M | Add +77.5% |
| TROX Tronox Holdings PLC | 0.40% | 2,646,916 | $41.5M | Add +109.3% |
| TER Teradyne Inc. | 0.40% | 279,634 | $41.5M | New |
| ITGR Integer Holdings Corp. | 0.40% | 353,052 | $40.9M | Add +62.5% |
| EME Emcor Group Inc. | 0.39% | 110,229 | $40.2M | Add +6.3% |
| BECN Beacon Roofing Supply Inc. | 0.38% | 437,637 | $39.6M | New |
| BPMC Blueprint Medicines Corp. | 0.37% | 358,255 | $38.6M | Add +101.0% |
| TNDM Tandem Diabetes Care Inc. | 0.37% | 955,244 | $38.5M | Reduce -27.5% |
| PAAS Pan American Silver Corp. | 0.37% | 1,917,299 | $38.1M | New |
| EVR Evercore Inc. Class A | 0.37% | 181,433 | $37.8M | Reduce -11.2% |
| EMBJ Embraer SA-Spon ADR | 0.36% | 1,439,579 | $37.1M | Add +102.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.36% | 2,860,083 | $36.9M | New |
| DECK Deckers Outdoor Corp. | 0.34% | 36,094 | $34.9M | Reduce -20.5% |
| ADMA Adma Biologics Inc. | 0.33% | 3,028,667 | $33.9M | Add +17.4% |
| ARLO Arlo Technologies Inc. | 0.33% | 2,592,692 | $33.8M | Reduce -13.4% |
| AAON Aaon Inc. | 0.33% | 385,026 | $33.6M | Add +7.8% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.32% | 931,959 | $33.1M | Add +53.7% |
| ESI Element Solutions Inc. | 0.31% | 1,193,361 | $32.4M | New |
| VITL Vital Farms Inc. | 0.31% | 682,186 | $31.9M | Reduce -1.1% |
| TW Tradeweb Markets Inc. Class A | 0.31% | 297,967 | $31.6M | Reduce -1.3% |
| ROAD Construction Partners Inc. Class A | 0.30% | 569,440 | $31.4M | Add +31.9% |
| ALKT Alkami Technology Inc. | 0.30% | 1,091,276 | $31.1M | Add +56.2% |
| SDRL Seadrill Limited | 0.30% | 599,859 | $30.9M | Add +3.5% |
Portfolio Sells Q1 2024 → Q2 2024
| SMCI Super Micro Computer Inc. | Reduce -55.0% | 0.94% | −1.70 |
| SAIA Saia Inc. | Reduce -53.6% | 0.47% | −0.82 |
| GTLB Gitlab Inc. Class A | Reduce -98.9% | 0.01% | −0.57 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −0.56 |
| CELH Celsius Holdings Inc. | Reduce -58.3% | 0.21% | −0.55 |
| IBP Installed Building Products | Sold out | 0.00% | −0.53 |
| MTDR Matador Resources Co. | Sold out | 0.00% | −0.45 |
| ZWS Zurn Elkay Water Solutions C | Sold out | 0.00% | −0.44 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.41 |
| AEO American Eagle Outfitters | Sold out | 0.00% | −0.41 |
| AAOI Applied Optoelectronics Inc. | Reduce -75.4% | 0.07% | −0.40 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.37 |
| EYE National Vision Holdings Inc. | Sold out | 0.00% | −0.36 |
| FTI Technipfmc PLC | Reduce -47.0% | 0.41% | −0.36 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −0.35 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.34 |
| HRI Herc Holdings Inc. | Sold out | 0.00% | −0.33 |
| BCC Boise Cascade Co. | Sold out | 0.00% | −0.32 |
| ATEC Alphatec Holdings Inc. | Reduce -82.7% | 0.05% | −0.32 |
| FMX Fomento Economico Mex-SP ADR | Sold out | 0.00% | −0.32 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.31 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −0.31 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.31 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −0.29 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.29 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.29 |
| EDU New Oriental Educatio-SP ADR | Reduce -21.2% | 0.62% | −0.28 |
| CNM Core & Main Inc. Class A | Reduce -27.2% | 0.43% | −0.28 |
| MNDY Monday.com Ltd. | Reduce -25.0% | 0.91% | −0.26 |
| ARCB Arcbest Corp. | Sold out | 0.00% | −0.26 |
| KNSL Kinsale Capital Group Inc. | Reduce -36.6% | 0.21% | −0.25 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -57.4% | 0.07% | −0.25 |
| AGI Alamos Gold Inc. Class A | Reduce -54.1% | 0.22% | −0.24 |
| AIT Applied Industrial Tech Inc. | Reduce -53.1% | 0.19% | −0.24 |
| LIN Linde PLC | Reduce -76.2% | 0.07% | −0.24 |
| AEROVATE THERAPEUTICS INC | Sold out | 0.00% | −0.23 |
| SSD Simpson Manufacturing Co. Inc. | Sold out | 0.00% | −0.23 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.23 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.23 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.23 |
| YPF YPF S.A.-Sponsored ADR | Reduce -63.6% | 0.12% | −0.22 |
| FLR Fluor Corp. | Sold out | 0.00% | −0.21 |
| WNC Wabash National Corp. | Sold out | 0.00% | −0.20 |
| FLYW Flywire Corp.-Voting | Sold out | 0.00% | −0.20 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −0.19 |
| TS Tenaris SA-ADR | Sold out | 0.00% | −0.19 |
| HEES H&E Equipment Services Inc. | Sold out | 0.00% | −0.19 |
| ROCK Gibraltar Industries Inc. | Sold out | 0.00% | −0.19 |
| HCI Hci Group Inc. | Reduce -1.0% | 0.60% | −0.18 |
| IPAR Interparfums Inc. | Sold out | 0.00% | −0.18 |
Portfolio Buys Q1 2024 → Q2 2024
| TMDX Transmedics Group Inc. | Add +15.8% | 2.17% | +1.22 |
| COHR Coherent Corp. | Add +211.5% | 0.91% | +0.66 |
| CLS Celestica Inc. | Add +19876.9% | 0.65% | +0.64 |
| SG Sweetgreen Inc. Class A | Add +231.8% | 0.78% | +0.58 |
| AMKR Amkor Technology Inc. | New | 0.56% | +0.56 |
| CVNA Carvana Co. | Add +125.0% | 0.72% | +0.50 |
| FN Fabrinet | Add +183.6% | 0.66% | +0.47 |
| VECO Veeco Instruments Inc. | Add +119.3% | 0.66% | +0.43 |
| ANF Abercrombie & Fitch Co. Class A | Add +283.0% | 0.52% | +0.42 |
| SMTC Semtech Corp. | New | 0.42% | +0.42 |
| TER Teradyne Inc. | New | 0.40% | +0.40 |
| CRDO Credo Technology Group Holdi | Add +3.1% | 1.17% | +0.40 |
| NTNX Nutanix Inc. Class A | Add +123.9% | 0.79% | +0.40 |
| ENVX Enovix Corp. | Add +63.7% | 0.58% | +0.39 |
| TME Tencent Music Entertainm-ADR | Add +37.0% | 0.97% | +0.39 |
| BECN Beacon Roofing Supply Inc. | New | 0.38% | +0.38 |
| PAAS Pan American Silver Corp. | New | 0.37% | +0.37 |
| ONT Onterris Inc. | Add +253.0% | 0.50% | +0.37 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.36% | +0.36 |
| MRUS Merus NV | Add +26.4% | 0.89% | +0.34 |
| ASPN Aspen Aerogels Inc. | Add +130.4% | 0.50% | +0.33 |
| CAVA Cava Group Inc. | Add +51.8% | 0.66% | +0.32 |
| ESI Element Solutions Inc. | New | 0.31% | +0.31 |
| GKOS Glaukos Corp. | Add +24.0% | 0.92% | +0.31 |
| NTRA Natera Inc. | Add +14.6% | 1.28% | +0.31 |
| PSN Parsons Corp. | New | 0.28% | +0.28 |
| MOD Modine Manufacturing Co. | Add +32.8% | 1.07% | +0.28 |
| ATI Ati Inc. | New | 0.28% | +0.28 |
| NRIX Nurix Therapeutics Inc. | New | 0.26% | +0.26 |
| TBBB BBB Foods Inc. Class A | New | 0.26% | +0.26 |
| CCJ Cameco Corp. | Add +4.7% | 1.86% | +0.25 |
| ADI Analog Devices Inc. | New | 0.24% | +0.24 |
| BROS Dutch Bros Inc. Class A | Add +11.0% | 0.90% | +0.23 |
| FRPT Freshpet Inc. | Add +24.4% | 0.90% | +0.23 |
| IBN Icici Bank Ltd.-Spon ADR | Add +8.4% | 1.77% | +0.23 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.22% | +0.22 |
| BAP Credicorp Ltd. | Add +78.8% | 0.56% | +0.22 |
| VERX Vertex Inc. Class A | New | 0.21% | +0.21 |
| PDD PDD Holdings Inc. | New | 0.21% | +0.21 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +16.9% | 2.65% | +0.21 |
| GTLS Chart Industries Inc. | Add +385.3% | 0.28% | +0.21 |
| BPMC Blueprint Medicines Corp. | Add +101.0% | 0.37% | +0.21 |
| RXST Rxsight Inc. | Add +74.9% | 0.41% | +0.20 |
| HEI Heico Corp. | Add +66.0% | 0.42% | +0.20 |
| RXO Rxo Inc. | New | 0.19% | +0.19 |
| ONTO Onto Innovation Inc. | Add +2.0% | 1.14% | +0.19 |
| P Everpure Inc. Class A | New | 0.19% | +0.19 |
| TROX Tronox Holdings PLC | Add +109.3% | 0.40% | +0.18 |
| ITRI Itron Inc. | New | 0.18% | +0.18 |
| CNNE Cannae Holdings Inc. | New | 0.18% | +0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 353 | $17.3B | TSM, DFTX, PRAX, XENE, SIMO |
| Q1 2026 | 354 | $13.6B | TSM, PRAX, XENE, CRNX, PL |
| Q4 2025 | 385 | $14.7B | TSM, CRNX, PRAX, GH, XENE |
| Q3 2025 | 418 | $14.0B | TSM, CRNX, PL, SITM, XENE |
| Q2 2025 | 403 | $12.5B | TSM, CCJ, IBN, AXON, CYBR |
| Q1 2025 | 388 | $10.4B | TSM, IBN, CRNX, XENE, SFM |
| Q4 2024 | 375 | $12.1B | TSM, CRNX, IBN, XENE, ALAB |
| Q3 2024 | 370 | $11.6B | TSM, CRNX, TMDX, IBN, PCVX |
| Q2 2024Amended | 361 | $10.3B | TSM, CRNX, TMDX, CCJ, IBN |
| Q1 2024 | 380 | $10.0B | TSM, SMCI, CRNX, XENE, CAMT |