13F-HRCIK 0000938206
Last filed Aug 14, 2026Driehaus Capital Management LLC·13F Holdings
$6.8B+15.2% vs prior quarter
- Positions
- 140
- Top-10 weight
- 32%
- Largest
- TSM · 6.9%
- Quarter ending
- Jun 30, 2026
- Added
- 72
- Trimmed
- 52
- Sold out
- 36
- Last filed
- Aug 14, 2026
Portfolio
What does Driehaus Capital Management LLC own?
Driehaus Capital Management LLC reported 140 long equity positions worth $6.8B for the quarter ending Jun 30, 2026. The largest is TSM at 6.9% of reported value. The ten largest positions make up 32% of the portfolio. Against the prior quarter it added to 72 positions, trimmed 52 and sold out of 36. The latest 13F was filed Aug 14, 2026.
Largest positionsValue · weight
- TSMTaiwan Semiconductor Manufacturing$470.2M6.9% of portfolio
- PRAXPraxis Precision Medicines Inc.$321.1M4.7% of portfolio
- GHGuardant Health Inc$230.1M3.4% of portfolio
- PLPlanet Labs PBC$222.7M3.3% of portfolio
- BAPCredicorp Ltd.$217.1M3.2% of portfolio
- CWCurtiss-Wright Corporation$173.6M2.5% of portfolio
- NXTNextPower Inc Class A$143.8M2.1% of portfolio
- CECOCECO Environmental Corp.$141.6M2.1% of portfolio
- CRDOCredo Technology Group Holding Ltd$140.6M2.1% of portfolio
- CRSCarpenter Technology Corporation$140.1M2.1% of portfolio
Sector tilt
Which sectors does Driehaus Capital Management LLC lean on?
Technology (23%) and Healthcare (20%) are the two largest sectors by reported value.
By share of reported value, across 140 classified tickers.
Quarter changes
What did Driehaus Capital Management LLC buy and sell last quarter?
Largest additions last quarterEst. value
Reported value
How has Driehaus Capital Management LLC's 13F value moved?
Reported value went from $6.4B to $6.8B over 4 quarters. It moves with prices and with buying and selling, so it is not a fund return.
$6.4BSep 2025
$6.3BDec 2025
$5.9BMar 2026
$6.8BJun 2026
Latest 13F
What Driehaus Capital Management LLC changed in its latest 13F
| Company | Change | Shares vs prior | Est. value | Filed |
|---|---|---|---|---|
| Fabrinet FN | -95% | $209.7M | Aug 14, 2026 | |
| Bloom Energy Corp. Class A BE | -54% | $139.1M | Aug 14, 2026 | |
| Taiwan Semiconductor Manufacturing TSM | -22% | $133.9M | Aug 14, 2026 | |
| Lumentum Holdings Inc. LITE | -64% | $125.5M | Aug 14, 2026 | |
| Cadence Design Systems, Inc. CDNS | New | $110.2M | Aug 14, 2026 | |
| Coherent Corp. COHR | -50% | $101.3M | Aug 14, 2026 | |
| Astera Labs, Inc. ALAB | +7084% | $92.7M | Aug 14, 2026 | |
| Yum China Holdings, Inc. YUMC | -100% | $89.3M | Aug 14, 2026 | |
| BridgeBio Pharma Inc. BBIO | -100% | $85.2M | Aug 14, 2026 | |
| CECO Environmental Corp. CECO | +144% | $83.5M | Aug 14, 2026 | |
| FTAI Aviation Ltd. FTAI | -52% | $81.5M | Aug 14, 2026 | |
| JFrog Ltd. FROG | New | $73.1M | Aug 14, 2026 | |
| Applied Optoelectronics Inc. AAOI | -78% | $73.0M | Aug 14, 2026 | |
| TechnipFMC plc FTI | -100% | $71.9M | Aug 14, 2026 | |
| Carpenter Technology Corporation CRS | -28% | $54.4M | Aug 14, 2026 |
