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Size ($ in 1000's)
At 12/31/2023: $8,294,695
At 09/30/2023: $7,693,380
Driehaus Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Driehaus Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Driehaus Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Driehaus Capital Management LLC.
In the Driehaus Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Driehaus Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Driehaus Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| TAIWAN SEMICONDUCTOR SP ADR |
3,573,474 |
+499,046 |
$371,641 | | TSM | 3,573,474 | +499,046 | $371,641 | | XENON PHARMACEUTICALS INC |
4,345,180 |
-167,825 |
$200,139 | | XENE | 4,345,180 | -167,825 | $200,139 | | CRINETICS PHARMACEUTICALS IN |
5,039,957 |
-92,330 |
$179,322 | | CRNX | 5,039,957 | -92,330 | $179,322 | | CAMTEK LTD |
2,049,507 |
+636,997 |
$142,195 | | CAMT | 2,049,507 | +636,997 | $142,195 | | CAMECO CORP |
3,192,531 |
-709,563 |
$137,641 | | CCJ | 3,192,531 | -709,563 | $137,641 | | SUPER MICRO COMPUTER INC |
446,128 |
-17,989 |
$126,816 | | SMCI | 446,128 | -17,989 | $126,816 | | ICICI BANK LTD SPON ADR |
5,177,575 |
-468,016 |
$123,433 | | IBN | 5,177,575 | -468,016 | $123,433 | | VAXCYTE INC |
1,674,368 |
+350,484 |
$105,150 | | PCVX | 1,674,368 | +350,484 | $105,150 |  STRUCTURE THERAPEUTICS INC |
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$104,141 | | GPCR | 2,599,079 | +210,203 | $105,938 | | Put | 158,000 | +158,000 | $1,797 | | FTAI AVIATION LTD |
2,149,231 |
+80,129 |
$99,724 | | FTAI | 2,149,231 | +80,129 | $99,724 | | BELLRING BRANDS INC CLASS A |
1,793,725 |
+155,664 |
$99,426 | | BRBR | 1,793,725 | +155,664 | $99,426 | | AXON ENTERPRISE INC |
343,377 |
+34,297 |
$88,705 | | AXON | 343,377 | +34,297 | $88,705 | | SAIA INC |
201,446 |
+28,279 |
$88,278 | | SAIA | 201,446 | +28,279 | $88,278 | | ONTO INNOVATION INC |
569,911 |
+190,666 |
$87,139 | | ONTO | 569,911 | +190,666 | $87,139 | | TRANSMEDICS GROUP INC |
1,090,507 |
+89,595 |
$86,074 | | TMDX | 1,090,507 | +89,595 | $86,074 | | MONDAY.COM LTD |
431,722 |
-47,944 |
$81,082 | | MNDY | 431,722 | -47,944 | $81,082 | | WISDOMTREE INDIA EARNINGS |
1,927,795 |
UNCH |
$79,040 | | EPI | 1,927,795 | UNCH | $79,040 | | FOMENTO ECONOMICO MEX SP ADR |
595,481 |
+74,306 |
$77,621 | | FMX | 595,481 | +74,306 | $77,621 | | ELF BEAUTY INC |
535,603 |
-203,876 |
$77,309 | | ELF | 535,603 | -203,876 | $77,309 | | CYBERARK SOFTWARE LTD ISRAEL |
334,942 |
+67,570 |
$73,369 | | CYBR | 334,942 | +67,570 | $73,369 | | GITLAB INC CL A |
1,147,197 |
+417,635 |
$72,228 | | GTLB | 1,147,197 | +417,635 | $72,228 | | ATI INC |
1,548,353 |
-618,451 |
$70,404 | | ATI | 1,548,353 | -618,451 | $70,404 | | NUVALENT INC A |
937,728 |
-301,675 |
$69,007 | | NUVL | 937,728 | -301,675 | $69,007 | | PDD Holdings Inc |
463,956 |
+463,956 |
$67,881 | | PDD | 463,956 | +463,956 | $67,881 | | FEDERAL SIGNAL CORP |
863,836 |
+28,232 |
$66,291 | | FSS | 863,836 | +28,232 | $66,291 | | FABRINET |
338,125 |
+177,861 |
$64,355 | | FN | 338,125 | +177,861 | $64,355 | | URANIUM ENERGY CORP |
8,981,181 |
+5,265,263 |
$57,480 | | UEC | 8,981,181 | +5,265,263 | $57,480 | | WINGSTOP INC |
222,520 |
+191,188 |
$57,094 | | WING | 222,520 | +191,188 | $57,094 | | MODINE MANUFACTURING CO |
953,348 |
+200,371 |
$56,915 | | MOD | 953,348 | +200,371 | $56,915 | | FLUOR CORP |
1,418,519 |
+477,229 |
$55,563 | | FLR | 1,418,519 | +477,229 | $55,563 | | NEW ORIENTAL EDUCATIO SP ADR |
753,362 |
-320,209 |
$55,206 | | EDU | 753,362 | -320,209 | $55,206 | | APPLIED OPTOELECTRONICS INC |
2,766,318 |
+1,386,054 |
$53,445 | | AAOI | 2,766,318 | +1,386,054 | $53,445 | | DUOLINGO |
233,566 |
+4,644 |
$52,984 | | DUOL | 233,566 | +4,644 | $52,984 | | RAMBUS INC |
772,842 |
+163,851 |
$52,746 | | RMBS | 772,842 | +163,851 | $52,746 | | STERLING INFRASTRUCTURE INC |
589,862 |
+226,370 |
$51,867 | | STRL | 589,862 | +226,370 | $51,867 | | WESTERN ALLIANCE BANCORP |
782,837 |
+782,837 |
$51,503 | | WAL | 782,837 | +782,837 | $51,503 | | VALE SA SP ADR |
3,181,027 |
+649,509 |
$50,451 | | VALE | 3,181,027 | +649,509 | $50,451 | | SOUTHERN COPPER CORP |
568,675 |
+256,407 |
$48,946 | | SCCO | 568,675 | +256,407 | $48,946 | | APPFOLIO INC A |
279,091 |
+110,008 |
$48,350 | | APPF | 279,091 | +110,008 | $48,350 | | MERCADOLIBRE INC |
30,446 |
-12,669 |
$47,847 | | MELI | 30,446 | -12,669 | $47,847 | | GLAUKOS CORP |
588,853 |
+99,288 |
$46,808 | | GKOS | 588,853 | +99,288 | $46,808 | | CORE & MAIN INC CLASS A |
1,139,198 |
-21,320 |
$46,035 | | CNM | 1,139,198 | -21,320 | $46,035 | | AGILYSYS INC |
529,296 |
-5,842 |
$44,895 | | AGYS | 529,296 | -5,842 | $44,895 | | NATERA INC |
706,083 |
-7,030 |
$44,229 | | NTRA | 706,083 | -7,030 | $44,229 | | TETRA TECH INC |
264,623 |
+132,125 |
$44,174 | | TTEK | 264,623 | +132,125 | $44,174 | | SPS COMMERCE INC |
222,812 |
-1,833 |
$43,190 | | SPSC | 222,812 | -1,833 | $43,190 | | EVERCORE PARTNERS INC CL A |
249,318 |
+39,060 |
$42,646 | | EVR | 249,318 | +39,060 | $42,646 | | APPLIED INDUSTRIAL TECH INC |
243,787 |
-2,847 |
$42,100 | | AIT | 243,787 | -2,847 | $42,100 | | TECHNIPFMC PLC |
2,088,439 |
-2,066,979 |
$42,061 | | FTI | 2,088,439 | -2,066,979 | $42,061 | | GLOBANT SA |
175,177 |
+161,118 |
$41,689 | | GLOB | 175,177 | +161,118 | $41,689 |
See Full List: All Stocks Held By Driehaus Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Driehaus Capital Management LLC
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