Driehaus Capital Management LLC

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CIK 938206

13F portfolio (2026-Q1)

$13.6B

Positions

355

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

355

Top 5

10.6%

Top 10

16.8%

Effective N

142.8

HHI

0.007

This quarter

88 new · 0 exit →

By sector

Health Care27.6%

Information Technology21.7%

Industrials18.4%

Materials8.9%

Consumer Discretionary8.3%

Financials6.5%

Energy3.1%

Unclassified2.0%

Other3.5%

By market cap

Mid ($2–10B)44.7%

Large ($10–200B)29.3%

Unknown15.8%

Small ($300M–2B)9.4%

Mega (>$200B)0.5%

Micro (<$300M)0.3%

By region

North America91.9%

Asia-Pacific3.2%

Other3.1%

Latin America0.8%

Middle East0.6%

Europe0.4%

Africa0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Pharmaceuticals & Biotechnology	23.46%	66
Semiconductors & Semiconductor Equipment	10.15%	27
Machinery	7.13%	26
Metals & Mining	7.02%	19
Communications Equipment	4.83%	5
Construction & Engineering	4.57%	13
Banks	4.47%	14
Technology Hardware & Equipment	4.08%	17
Oil, Gas & Consumable Fuels	3.04%	14
Health Care Equipment & Supplies	2.44%	13
Capital Markets	2.02%	5
Specialty Retail	2.01%	13
Unclassified	1.97%	14
Automobiles & Components	1.78%	7
Hotels, Restaurants & Leisure	1.73%	5
Health Care Providers & Services	1.66%	3
Commercial Services & Supplies	1.65%	5
Electrical Equipment & Components	1.53%	4
Professional Services	1.42%	4
Aerospace & Defense	1.40%	6
Road & Rail	1.23%	4
Beverages	1.20%	3
Chemicals	1.03%	9
Diversified Consumer Services	0.89%	3
Construction Materials	0.83%	5
Distributors	0.80%	5
Textiles, Apparel & Luxury Goods	0.79%	4
Entertainment	0.72%	3
Marine	0.62%	2
Software & IT Services	0.61%	6
Software	0.52%	9
Utilities	0.51%	3
Tobacco	0.41%	1
Transportation Infrastructure	0.41%	3
Household Durables	0.24%	2
Food & Staples Retailing	0.16%	1
Diversified Telecommunication Services	0.15%	1
Real Estate Management & Development	0.13%	1
Food Products	0.13%	2
Leisure Products	0.10%	1
Life Sciences Tools & Services	0.09%	1
Coal & Consumable Fuels	0.04%	1
Equity Real Estate Investment Trusts (REITs)	0.01%	3
Media & Entertainment	0.01%	1
Agricultural Products	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	Information Technology	3.14%
2	PRAX	Praxis Precision Medicines, Inc.	Health Care	2.25%
3	XENE	Xenon Pharmaceuticals Inc.	Health Care	1.92%
4	CRNX	Crinetics Pharmaceuticals, Inc.	Health Care	1.71%
5	PL	Planet Labs PBC	Information Technology	1.63%
6	FN	Fabrinet	Information Technology	1.50%
7	APGE	Apogee Therapeutics, Inc.	Health Care	1.19%
8	LITE	Lumentum Holdings Inc.	Information Technology	1.18%
9	CW	CURTISS WRIGHT CORP	Industrials	1.13%
10	BAP	Credicorp Ltd	Financials	1.12%

341/355 names classified · sector 98.0% of weight · industry 98.0% · mkt cap 84.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyTSM, BIDU, CTSH, NXPI, GDS · other

IndustrialsBABA, AXON, SE, FTAI, ACLS · other

Health CareCRNX, XENE, CYTK, TMDX, PRAX · other

Consumer DiscretionaryGM, VIPS, JD, TAL, MOD · other

FinancialsHDB, BAP, ITUB, STC, WTW · other

MaterialsCCJ, VALE, NKE, LYB, EL · other

Consumer StaplesCELH, FMX, ABEV, SFM, PM · other

Real EstateGLPI, BEKE, SPG, EQIX, COMP · other

Communication ServicesMETA, CALX, TV, CMCSA, T · other

EnergyPBR, SLB, MTDR, GPOR, YPF · other

UtilitiesEPD, PAM, TRGP, WMB, CLNE · other

UnclassifiedTIME WARNER CABLE INC, TIVO CORP, AMC ENTMT HLDGS INC, TOWERS WATSON AND COMPANY, APOLLO ED GROUP INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 98.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 46% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (190 classified)Driehaus Capital Management LLC centroid (Small Growth)

IndustrialsInformation TechnologyConsumer DiscretionaryHealth CareMaterialsFinancialsEnergyConsumer StaplesCommunication ServicesUtilitiesReal Estate

Style box summary for Driehaus Capital Management LLC: centroid Small Growth. Heaviest cells: Small Growth 16.7%, Mid Growth 11.4%, Small Core 7.0%.

Classified: 45.5% of book weight (190/355 names) · unclassified 54.5%: TSM, PRAX, XENE, CRNX, PL, APGE, BAP, EWTX, GH, SYRE +155 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 355 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,264,890	$427M	3.1%	TRIM −42%
2	PRAXPRAXIS PRECISION MEDICINES I	949,225	$306M	2.2%	HOLD
3	XENEXENON PHARMACEUTICALS INC	4,491,653	$261M	1.9%	HOLD
4	CRNXCRINETICS PHARMACEUTICALS IN	6,395,922	$232M	1.7%	HOLD
5	PLPLANET LABS PBC	7,918,693	$221M	1.6%	TRIM −7%
6	FNFABRINET	391,081	$204M	1.5%	ADD 62%
7	APGEAPOGEE THERAPEUTICS INC	1,920,800	$162M	1.2%	TRIM −12%
8	LITELUMENTUM HLDGS INC	228,995	$161M	1.2%	TRIM −33%
9	CWCURTISS WRIGHT CORP	225,759	$154M	1.1%	HOLD
10	BAPCREDICORP LTD	450,730	$153M	1.1%	TRIM −5%
11	FTAIFTAI AVIATION LTD	579,521	$142M	1.0%	TRIM −17%
12	EWTXEDGEWISE THERAPEUTICS INC	4,477,942	$141M	1.0%	ADD 7%
13	GHGUARDANT HEALTH INC	1,524,282	$141M	1.0%	TRIM −29%
14	SYRESPYRE THERAPEUTICS INC	2,790,785	$141M	1.0%	TRIM −3%
15	IDCCINTERDIGITAL INC	417,727	$126M	0.9%	ADD 11%
16	NXTNEXTPOWER INC	1,037,551	$125M	0.9%	ADD 30%
17	CRSCARPENTER TECHNOLOGY CORP	315,457	$124M	0.9%	TRIM −22%
18	COHRCOHERENT CORP	516,229	$123M	0.9%	ADD 15%
19	BEBLOOM ENERGY CORP	849,801	$115M	0.8%	ADD 65%
20	UECURANIUM ENERGY CORP	8,334,245	$113M	0.8%	TRIM −9%
21	DFTXDEFINIUM THERAPEUTICS INC COM SHS	5,911,889	$112M	0.8%	TRIM −10%
22	IBNICICI BANK LIMITED	4,256,860	$110M	0.8%	ADD 5%
23	CCJCAMECO CORP	1,012,600	$110M	0.8%	TRIM −33%
24	MODMODINE MFG CO	494,734	$107M	0.8%	ADD 3%
25	SEPNSEPTERNA INC	4,395,572	$106M	0.8%	TRIM −9%
26	NUNU HLDGS LTD	7,288,282	$105M	0.8%	TRIM −5%
27	LASRNLIGHT INC	1,772,697	$101M	0.7%	ADD 142%
28	VISTVISTA ENERGY S.A.B. DE C.V.	1,251,586	$94M	0.7%	ADD 73%
29	SRRKSCHOLAR ROCK HLDG CORP	1,920,233	$94M	0.7%	HOLD
30	VSECVSE CORP	509,146	$94M	0.7%	TRIM −2%
31	SEISOLARIS ENERGY INFRAS INC	1,628,174	$92M	0.7%	ADD 33%
32	SAIASAIA INC	257,963	$91M	0.7%	ADD 76%
33	EYENATIONAL VISION HLDGS INC	3,471,774	$90M	0.7%	TRIM −4%
34	IMNMIMMUNOME INC	4,099,901	$90M	0.7%	ADD 11%
35	YUMCYUM CHINA HLDGS INC	1,831,286	$89M	0.7%	NEW
36	FMXFOMENTO ECONOMICO MEXICANO S	803,253	$89M	0.7%	ADD 19%
37	ROADCONSTRUCTION PARTNERS INC	794,464	$88M	0.6%	ADD 15%
38	WULFTERAWULF INC	6,063,000	$87M	0.6%	ADD 3%
39	KYMRKYMERA THERAPEUTICS INC	1,043,583	$87M	0.6%	TRIM −2%
40	BBIOBRIDGEBIO PHARMA INC	1,146,671	$85M	0.6%	TRIM −32%
41	SITMSITIME CORP	227,965	$79M	0.6%	TRIM −45%
42	KRMNKARMAN HLDGS INC	977,353	$78M	0.6%	TRIM −28%
43	GPCRSTRUCTURE THERAPEUTICS INC	1,577,356	$76M	0.6%	TRIM −4%
44	PTGXPROTAGONIST THERAPEUTICS INC	720,928	$76M	0.6%	TRIM −34%
45	MTDRMATADOR RES CO	1,189,054	$75M	0.6%	NEW
46	MTSIMACOM TECH SOLUTIONS HLDGS I	336,813	$75M	0.5%	TRIM −30%
47	ARWRARROWHEAD PHARMACEUTICALS IN	1,190,335	$75M	0.5%	TRIM −33%
48	EOSEEOS ENERGY ENTERPRISES INC	14,869,170	$74M	0.5%	ADD 4%
49	COCOVITA COCO CO INC	1,523,647	$73M	0.5%	ADD 50%
50	FTITECHNIPFMC PLC	1,040,195	$72M	0.5%	TRIM −25%
51	SQMSOCIEDAD QUIMICA Y MINERA DE	866,592	$70M	0.5%	ADD 16%
52	SNEXSTONEX GROUP INC	861,530	$69M	0.5%	ADD 78%
53	ULSUL SOLUTIONS INC	810,615	$69M	0.5%	HOLD
54	PTCTPTC THERAPEUTICS INC	1,015,772	$69M	0.5%	TRIM −11%
55	STRLSTERLING INFRASTRUCTURE INC	168,209	$69M	0.5%	TRIM −14%
56	CAVACAVA GROUP INC	846,738	$69M	0.5%	NEW
57	CGONCG ONCOLOGY INC	999,623	$68M	0.5%	NEW
58	MYRGMYR GROUP INC DEL	238,185	$67M	0.5%	ADD 4%
59	UCTTULTRA CLEAN HLDGS INC	1,062,376	$66M	0.5%	ADD 134%
60	ONTOONTO INNOVATION INC	320,534	$66M	0.5%	TRIM −8%
61	TARSTARSUS PHARMACEUTICALS INC	926,125	$65M	0.5%	TRIM −21%
62	AMPXAMPRIUS TECHNOLOGIES INC	3,794,178	$64M	0.5%	ADD 59%
63	UTIUNIVERSAL TECHNICAL INST INC	1,756,551	$63M	0.5%	ADD 376%
64	TDWTIDEWATER INC NEW	758,536	$63M	0.5%	ADD 412%
65	IMAXIMAX CORP	1,651,711	$63M	0.5%	ADD 61%
66	XMTRXOMETRY INC	1,512,855	$62M	0.5%	TRIM −24%
67	FIGSFIGS INC	4,174,257	$62M	0.5%	ADD 104%
68	IAGIAMGOLD CORP	3,250,240	$61M	0.4%	HOLD
69	ECGEVERUS CONSTR GROUP	515,769	$61M	0.4%	TRIM −13%
70	ALMALMONTY INDS INC	4,095,335	$59M	0.4%	ADD 54%
71	FLSFLOWSERVE CORP	802,581	$59M	0.4%	TRIM −18%
72	VALEVALE S A	3,667,947	$58M	0.4%	TRIM −37%
73	MDGLMADRIGAL PHARMACEUTICALS INC	110,960	$58M	0.4%	HOLD
74	MEOHMETHANEX CORP	974,088	$58M	0.4%	NEW
75	INDVINDIVIOR PHARMACEUTICALS INC COM	1,880,039	$57M	0.4%	TRIM −6%
76	SIMOSILICON MOTION TECHNOLOGY CO	509,975	$57M	0.4%	ADD 60%
77	TSEMTOWER SEMICONDUCTOR LTD	326,103	$57M	0.4%	NEW
78	AEISADVANCED ENERGY INDS	177,018	$57M	0.4%	NEW
79	RSIRUSH STREET INTERACTIVE INC	2,616,159	$57M	0.4%	TRIM −33%
80	NTRANATERA INC	284,338	$57M	0.4%	TRIM −55%
81	FIXCOMFORT SYS USA INC	41,105	$57M	0.4%	HOLD
82	SPXCSPX TECHNOLOGIES INC	279,709	$56M	0.4%	TRIM −35%
83	TPBTURNING PT BRANDS INC	642,731	$56M	0.4%	ADD 33%
84	SCCOSOUTHERN COPPER CORP	323,715	$56M	0.4%	TRIM −33%
85	KNXKNIGHT-SWIFT TRANSN HLDGS IN	964,882	$56M	0.4%	NEW
86	PWRQUANTA SVCS INC	100,573	$55M	0.4%	HOLD
87	TERTERADYNE INC	184,765	$55M	0.4%	TRIM −16%
88	AAOIAPPLIED OPTOELECTRONICS INC	632,337	$53M	0.4%	ADD 25%
89	ORAORMAT TECHNOLOGIES INC	471,767	$53M	0.4%	HOLD
90	GKOSGLAUKOS CORP	487,912	$53M	0.4%	NEW
91	ARQTARCUTIS BIOTHERAPEUTICS INC	2,226,029	$52M	0.4%	TRIM −13%
92	ESEESCO TECHNOLOGIES INC	185,705	$52M	0.4%	TRIM −18%
93	ITUBITAU UNIBANCO HLDG S A	6,221,566	$52M	0.4%	TRIM −48%
94	TSTENARIS S A	888,346	$52M	0.4%	NEW
95	LGNLEGENCE CORP	914,566	$52M	0.4%	ADD 33%
96	CAMTCAMTEK LTD	332,148	$50M	0.4%	ADD 18%
97	GGALGRUPO FINANCIERO GALICIA S.A	1,067,209	$50M	0.4%	TRIM −14%
98	AXSMAXSOME THERAPEUTICS INC.	292,370	$49M	0.4%	ADD 33%
99	NUVLNUVALENT INC	481,180	$49M	0.4%	HOLD
100	SMTCSEMTECH CORP	628,456	$48M	0.4%	TRIM −33%
101	RIGTRANSOCEAN LTD	7,210,869	$48M	0.4%	NEW
102	UAMYUNITED STATES ANTIMONY CORP	5,345,710	$47M	0.3%	ADD 313%
103	PAASPAN AMERN SILVER CORP	853,185	$47M	0.3%	TRIM −28%
104	DYDYCOM INDS INC	137,343	$47M	0.3%	HOLD
105	ONCBEONE MEDICINES LTD	155,002	$46M	0.3%	ADD 568%
106	SITESITEONE LANDSCAPE SUPPLY INC	344,819	$46M	0.3%	ADD 41%
107	DOCNDIGITALOCEAN HLDGS INC	524,184	$45M	0.3%	NEW
108	TNLTRAVEL PLUS LEISURE CO	638,965	$44M	0.3%	TRIM −25%
109	TNDMTANDEM DIABETES CARE INC	2,304,414	$44M	0.3%	ADD 43%
110	NXENEXGEN ENERGY LTD	3,773,019	$44M	0.3%	TRIM −8%
111	CRCRANE COMPANY	253,498	$43M	0.3%	TRIM −50%
112	CUBICUSTOMERS BANCORP INC	623,514	$43M	0.3%	TRIM −19%
113	FCFSFIRSTCASH HOLDINGS INC	223,526	$42M	0.3%	NEW
114	AMLXAMYLYX PHARMACEUTICALS INC	2,987,147	$42M	0.3%	TRIM −4%
115	BKUBANKUNITED INC	919,035	$42M	0.3%	NEW
116	FPSForgent Power Solutions Inc	1,384,123	$41M	0.3%	NEW
117	AXONAXON ENTERPRISE INC	95,057	$40M	0.3%	TRIM −30%
118	ZWSZURN ELKAY WATER SOLNS CORP	897,614	$40M	0.3%	NEW
119	MKTXMARKETAXESS HLDGS INC	239,256	$39M	0.3%	NEW
120	WVEWAVE LIFE SCIENCES LTD	5,431,021	$39M	0.3%	TRIM −17%
121	TPRTAPESTRY INC	272,548	$38M	0.3%	ADD 14%
122	MWHSOLV ENERGY INC	1,270,506	$38M	0.3%	NEW
123	CECOCECO ENVIRONMENTAL CORP	639,892	$38M	0.3%	ADD 10%
124	TVTXTRAVERE THERAPEUTICS INC	1,282,518	$38M	0.3%	ADD 42%
125	TEXTerex Corp.	642,423	$38M	0.3%	NEW
126	RYTMRHYTHM PHARMACEUTICALS INC	436,546	$38M	0.3%	TRIM −66%
127	CHRDCHORD ENERGY CORPORATION	266,887	$38M	0.3%	NEW
128	MPMP MATERIALS CORP	779,468	$38M	0.3%	ADD 3%
129	INVXINNOVEX INTERNATIONAL INC	1,536,309	$37M	0.3%	NEW
130	VSXYVICTORIAS SECRET AND CO	797,090	$37M	0.3%	ADD 32%
131	RBCRBC BEARINGS INC	67,789	$37M	0.3%	TRIM −6%
132	FSSFEDERAL SIGNAL CORP	339,442	$37M	0.3%	HOLD
133	FIVEFIVE BELOW INC	156,790	$36M	0.3%	ADD 18%
134	LECOLINCOLN ELEC HLDGS INC	143,603	$36M	0.3%	ADD 38%
135	BWBABCOCK & WILCOX ENTERPRISES	2,380,613	$35M	0.3%	ADD 5%
136	CASYCASEYS GEN STORES INC	47,955	$35M	0.3%	ADD 16%
137	LIVNLIVANOVA PLC	543,717	$35M	0.3%	HOLD
138	PBFPBF ENERGY INC	711,972	$34M	0.2%	NEW
139	MTZMASTEC INC	104,002	$33M	0.2%	HOLD
140	DOOBRP INC	445,762	$32M	0.2%	TRIM −23%
141	DRUGBRIGHT MINDS BIOSCIENCES INC	432,515	$32M	0.2%	ADD 60%
142	TDYTELEDYNE TECHNOLOGIES INC	52,045	$31M	0.2%	ADD 93%
143	OSISOSI SYSTEMS INC	117,963	$31M	0.2%	TRIM −50%
144	ATIALLEGHENY TECHNOLOGIES INC	212,734	$31M	0.2%	HOLD
145	EATBRINKER INTL INC	215,492	$31M	0.2%	NEW
146	TTITETRA TECHNOLOGIES INC DEL	3,591,026	$31M	0.2%	TRIM −3%
147	PPTAPERPETUA RESOURCES CORP	1,086,004	$31M	0.2%	ADD 14%
148	VICRVICOR CORP	189,463	$31M	0.2%	NEW
149	MBXMBX BIOSCIENCES INC	1,018,212	$30M	0.2%	TRIM −28%
150	APEIAMERICAN PUB ED INC	532,295	$30M	0.2%	ADD 16%
151	KNSAKINIKSA PHARMACEUTICALS INTL	611,398	$29M	0.2%	TRIM −3%
152	ASNDASCENDIS PHARMA A/S	127,562	$29M	0.2%	NEW
153	HAPNLENDINGCLUB CORP	2,009,676	$29M	0.2%	TRIM −43%
154	AEMAGNICO EAGLE MINES LTD	141,100	$29M	0.2%	TRIM −33%
155	TTMITTM TECHNOLOGIES INC	290,041	$28M	0.2%	NEW
156	BWXTBWX TECHNOLOGIES INC	137,075	$28M	0.2%	ADD 5%
157	ALKSALKERMES PLC	791,963	$28M	0.2%	HOLD
158	TWSTTWIST BIOSCIENCE CORP	584,696	$28M	0.2%	NEW
159	PTENPATTERSON-UTI ENERGY INC	2,559,637	$28M	0.2%	NEW
160	CELCCELCUITY INC	241,549	$28M	0.2%	TRIM −3%
161	LINCLINCOLN EDL SVCS CORP	676,923	$28M	0.2%	ADD 53%
162	POWLPOWELL INDS INC	50,358	$27M	0.2%	ADD 87%
163	GHMGRAHAM CORP	342,908	$27M	0.2%	TRIM −3%
164	DNTHDIANTHUS THERAPEUTICS INC	317,312	$27M	0.2%	NEW
165	PSMTPRICESMART INC	174,846	$26M	0.2%	HOLD
166	CDNLCARDINAL INFRASTRUCTURE GROU	660,514	$26M	0.2%	ADD 30%
167	RKLBROCKET LAB CORP	403,276	$26M	0.2%	ADD 3%
168	ALSNALLISON TRANSMISSION HLDGS I	219,126	$26M	0.2%	ADD 53%
169	WWDWOODWARD INC	71,235	$25M	0.2%	HOLD
170	GFFGRIFFON CORP	349,580	$25M	0.2%	NEW
171	LBRTLIBERTY ENERGY INC	870,134	$25M	0.2%	ADD 23%
172	JBTMJBT MAREL CORPORATION	195,795	$25M	0.2%	TRIM −32%
173	INDAISHARES TR	531,239	$25M	0.2%	HOLD
174	PATKPATRICK INDS INC	220,415	$24M	0.2%	NEW
175	FSLYFASTLY INC	838,328	$24M	0.2%	TRIM −39%
176	ADPTADAPTIVE BIOTECHNOLOGIES COR	1,750,601	$24M	0.2%	TRIM −37%
177	CACICACI INTL INC	44,066	$24M	0.2%	HOLD
178	WTWISDOMTREE INC	1,644,242	$24M	0.2%	ADD 88%
179	LGNDLIGAND PHARMACEUTICALS INC	118,169	$24M	0.2%	TRIM −3%
180	TKOTKO GROUP HOLDINGS INC	116,328	$23M	0.2%	TRIM −27%
181	CAECAE INC	899,900	$23M	0.2%	TRIM −25%
182	KTOSKRATOS DEFENSE & SEC SOLUTIO	329,953	$23M	0.2%	TRIM −11%
183	SNSHARKNINJA INC	214,631	$23M	0.2%	NEW
184	IBPINSTALLED BLDG PRODS INC	85,297	$23M	0.2%	TRIM −59%
185	GTXGARRETT MOTION INC	1,225,056	$22M	0.2%	NEW
186	GWREGUIDEWIRE SOFTWARE INC	148,686	$22M	0.2%	ADD 243%
187	GRDNGUARDIAN PHARMACY SVCS INC	589,121	$22M	0.2%	ADD 16%
188	ALNTALLIENT INC	373,958	$22M	0.2%	TRIM −3%
189	AXTIAXT INC	384,561	$22M	0.2%	NEW
190	ATROASTRONICS CORP	326,471	$22M	0.2%	TRIM −51%
191	FEIMFREQUENCY ELECTRS INC	491,901	$22M	0.2%	ADD 57%
192	LPTHLIGHTPATH TECHNOLOGIES INC	2,164,708	$22M	0.2%	ADD 18%
193	VIKVIKING HOLDINGS LTD	293,242	$22M	0.2%	HOLD
194	LMATLEMAITRE VASCULAR INC	197,225	$22M	0.2%	NEW
195	MRCYMERCURY SYS INC	294,628	$21M	0.2%	TRIM −3%
196	REALTHE REALREAL INC	2,340,520	$21M	0.2%	TRIM −51%
197	PRLBPROTO LABS INC	369,136	$21M	0.2%	TRIM −3%
198	UUUUENERGY FUELS INC	1,140,958	$21M	0.2%	TRIM −13%
199	ARCBARCBEST CORP	210,343	$21M	0.2%	NEW
200	LINDLINDBLAD EXPEDITIONS HLDGS I	1,185,899	$21M	0.2%	ADD 109%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

TSMTAIWAN SEMICONDUCTOR MFG LTD

3.1M

2.7M

2.6M

2.2M

1.3M

$427M

PRAXPRAXIS PRECISION MEDICINES I

165K

482K

531K

501K

933K

949K

$306M

XENEXENON PHARMACEUTICALS INC

4.5M

4.6M

4.3M

4.2M

4.5M

$261M

CRNXCRINETICS PHARMACEUTICALS IN

6.1M

6.2M

6.4M

6.5M

6.4M

$232M

PLPLANET LABS PBC

—

6.1M

14.4M

8.5M

7.9M

$221M

FNFABRINET

149K

—

287K

373K

241K

391K

$204M

APGEAPOGEE THERAPEUTICS INC

2.6M

2.3M

2.2M

1.9M

$162M

LITELUMENTUM HLDGS INC

—

786K

607K

341K

229K

$161M

CWCURTISS WRIGHT CORP

292K

283K

276K

269K

230K

226K

$154M

BAPCREDICORP LTD

506K

575K

441K

442K

472K

451K

$153M

FTAIFTAI AVIATION LTD

1.1M

953K

582K

655K

701K

580K

$142M

EWTXEDGEWISE THERAPEUTICS INC

1.5M

1.4M

2.1M

2.2M

4.2M

4.5M

$141M

GHGUARDANT HEALTH INC

—

1.9M

2.5M

2.2M

2.1M

1.5M

$141M

SYRESPYRE THERAPEUTICS INC

2.8M

2.7M

2.1M

2.9M

2.8M

$141M

IDCCINTERDIGITAL INC

—

205K

330K

375K

418K

$126M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Driehaus Capital Management LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 355 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Driehaus Capital Management LLC