StockDriftsStockDriftsTop 50 Driehaus Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TSMC | 2.72% | 984.5K | $470.2M | -22.17%(-280.39K) | $66.06(+546.20%) | 2026-06-30 | |
| DFTX | Definium Therapeutics Inc | 1.87% | 6.85M | $322.0M | +15.79%(+933.39K) | $15.27(+179.11%) | 2026-06-30 | |
| PRAX | Praxis Precision Medicines Inc | 1.86% | 959.0K | $321.1M | +1.03%(+9.82K) | $113.32(+223.68%) | 2026-06-30 | |
| XENE | Xenon Pharmaceuticals Inc | 1.55% | 4.42M | $266.7M | -1.63%(-73.10K) | $26.71(+133.47%) | 2026-06-30 | |
| SIMO | Silicon Motion Technology Corp | 1.52% | 786.1K | $262.0M | +54.14%(+276.10K) | $134.06(+100.58%) | 2026-06-30 | |
| SYRE | Spyre Therapeutics Inc | 1.44% | 2.80M | $248.5M | +0.30%(+8.38K) | $23.37(+343.46%) | 2026-06-30 | |
| CRNX | Crinetics Pharmaceuticals Inc | 1.4% | 6.46M | $241.9M | +1.06%(+67.63K) | $25.61(+230.77%) | 2026-06-30 | |
| APGE | Apogee Therapeutics Inc | 1.34% | 1.74M | $231.0M | -9.41%(-180.70K) | $34.80(+286.66%) | 2026-06-30 | |
| GH | Guardant Health Inc | 1.33% | 1.53M | $230.1M | +0.64%(+9.70K) | $39.49(+306.88%) | 2026-06-30 | |
| PL | Planet Labs PBC | 1.29% | 6.72M | $222.7M | -15.12%(-1.20M) | $7.53(+227.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.67% | +113.04% | +11.90% | +75.42% |
| Top 20 Holdings Unweighted | +26.86% | +104.15% | +11.91% | +75.51% |
Driehaus Capital Management LLC reports $17.26B in US-listed equity holdings across 354 positions in its most recent 13F filing. Its largest disclosed positions are TSM (2.7%), DFTX (1.9%) and PRAX (1.9%). The top 20 holdings account for 26.25% of reported assets. Its disclosed equity book has returned +113.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Driehaus Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 938206). View Driehaus Capital Management LLC’s 13F filings on SEC