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CIK: 0000938206
Total reported value
$17.3B
$17.3B
431 檔
8.3%
According to the latest 13F quarterly dataset, Driehaus Capital Management LLC managed an equity portfolio of $17.3B at the end of Q3 2025, spanning 431 distinct U.S. exchange-listed positions.
In Q3 2025, Driehaus Capital Management LLC displayed an active expansion posture, initiating 77 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 431 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.49% | -0.42% | -12.35% | |
| 2 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 1.93% | -0.31% | +1.27% | |
| 3 | PL | Planet Labs Pbc | Stock-Industrials | 1.34% | -0.34% | +137.08% | |
| 4 | SITM | Sitime CORP | Stock-Tech | 1.24% | +0.16% | +14.86% | |
| 5 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.20% | -0.37% | -3.84% | |
| 6 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 1.16% | — | -8.65% | |
| 7 | ALAB | Astera Labs Inc | Stock-Tech | 1.16% | +0.54% | NEW | |
| 8 | CCJ | Cameco CORP | Stock-Energy | 1.05% | -0.44% | -34.39% | |
| 9 | CW | Curtiss-wright CORP | Stock-Industrials | 1.05% | -0.12% | -2.64% | |
| 10 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 1.00% | -0.20% | +8.96% | |
| 11 | FN | Fabrinet | Stock-Tech | 0.98% | -1.44% | +30.03% | |
| 12 | GH | Guardant Health Inc | Stock-Healthcare | 0.96% | +0.30% | -13.06% | |
| 13 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.91% | +0.81% | NEW | |
| 14 | UEC | Uranium Energy CORP | Stock-Energy | 0.91% | -0.65% | -10.21% | |
| 15 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.87% | +0.20% | -14.19% | |
| 16 | CVLT | Commvault Systems Inc | Stock-Tech | 0.86% | — | +2.77% | |
| 17 | CVNA | Carvana Co | Stock-Consumer Disc | 0.86% | — | -14.72% | |
| 18 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.85% | -0.30% | EXIT | |
| 19 | BAP | Credicorp Ltd. | Stock-Financials | 0.84% | +0.14% | +0.36% | |
| 20 | IDCC | Interdigital Inc | Stock-Tech | 0.82% | -0.62% | +60.98% | |
| 21 | ROAD | Construction Partners Inc-a | Stock-Industrials | 0.81% | -0.21% | -16.46% | |
| 22 | KRMN | Karman Holdings Inc | Stock-Industrials | 0.80% | -0.58% | EXIT | |
| 23 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.80% | -0.06% | EXIT | |
| 24 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.78% | — | +124.20% | |
| 25 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.78% | -0.60% | +12.55% | |
| 26 | AVAV | Aerovironment Inc | Stock-Industrials | 0.75% | — | +13.74% | |
| 27 | WULF | Terawulf Inc | Stock-Financials | 0.74% | +0.24% | +168.50% | |
| 28 | CR | Crane Co | Stock-Industrials | 0.71% | -0.22% | -0.81% | |
| 29 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.71% | -0.77% | -22.79% | |
| 30 | STNE | StoneCo Ltd. | Stock-Other | 0.69% | — | -18.87% | |
| 31 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.69% | -0.14% | +3.56% | |
| 32 | NTRA | Natera Inc | Stock-Healthcare | 0.68% | +0.18% | -40.50% | |
| 33 | PI | Impinj Inc | Stock-Tech | 0.67% | — | — | |
| 34 | SEPN | Septerna Inc | Stock-Other | 0.66% | +0.08% | +5.12% | |
| 35 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.66% | -0.17% | — | |
| 36 | SCCO | Southern Copper CORP | Stock-Materials | 0.65% | +0.21% | -10.96% | |
| 37 | VALE | Vale Sa-sp Adr | Stock-Materials | 0.64% | +0.20% | +97.52% | |
| 38 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 0.62% | -0.63% | EXIT | |
| 39 | APGE | Apogee Therapeutics Inc | Stock-Other | 0.61% | +0.15% | -6.59% | |
| 40 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.60% | -0.17% | EXIT | |
| 41 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.59% | -0.03% | EXIT | |
| 42 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 0.59% | — | +16.07% | |
| 43 | HCI | Hci Group Inc | Stock-Other | 0.59% | — | -8.36% | |
| 44 | RSI | Rush Street Interactive Inc | Stock-Other | 0.59% | +0.33% | +82.53% | |
| 45 | XMTR | Xometry Inc-a | Stock-Other | 0.58% | +0.54% | +105.43% | |
| 46 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.58% | -0.06% | -5.02% | |
| 47 | CLS | Celestica Inc | Stock-Tech | 0.56% | — | -32.47% | |
| 48 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 0.56% | — | +20.02% | |
| 49 | PAAS | Pan American Silver CORP | Stock-Materials | 0.56% | -0.17% | +20.02% | |
| 50 | CPA | Copa Holdings, S.A. | Stock-Other | 0.56% | -0.01% | +752.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SITM | Sitime CORP | +1.1% | +14.86% | Add |
| 2 | ALAB | Astera Labs Inc | +1% | -38.70% | Add |
| 3 | LEU | Centrus Energy Corp-class A | +0.7% | +66.20% | Add |
| 4 | UEC | Uranium Energy CORP | +0.6% | -10.21% | Add |
| 5 | KRMN | Karman Holdings Inc | +0.6% | -12.31% | Add |
| 6 | MOD | Modine Manufacturing Co | +0.5% | +3.56% | Add |
| 7 | SEPN | Septerna Inc | +0.5% | +5.12% | Add |
| 8 | BE | Bloom Energy Corp- A | +0.5% | — | Add |
| 9 | XMTR | Xometry Inc-a | +0.5% | +105.43% | Add |
| 10 | LOPE | Grand Canyon Education Inc | +0.4% | +16.07% | Add |
| 11 | PTGX | Protagonist Therapeutics Inc | +0.4% | +50.43% | Add |
| 12 | EOSE | Eos Energy Enterprises Inc | +0.4% | -6.77% | Add |
| 13 | AEM | Agnico Eagle Mines LTD | +0.4% | +8681.58% | Add |
| 14 | SRRK | Scholar Rock Holding CORP | +0.4% | +71.88% | Add |
| 15 | AMSC | American Superconductor CORP | +0.4% | +45.14% | Add |
| 16 | DAVE | Dave Inc | +0.4% | +59.96% | Add |
| 17 | RSI | Rush Street Interactive Inc | +0.3% | +82.53% | Add |
| 18 | VALE | Vale Sa-sp Adr | +0.3% | +97.52% | Add |
| 19 | CCJ | Cameco CORP | +0.3% | -34.39% | Trim |
| 20 | BOOT | Boot Barn Holdings Inc | +0.3% | +20.02% | Add |
| 21 | RYTM | Rhythm Pharmaceuticals Inc | +0.3% | +8.96% | Trim |
| 22 | ROAD | Construction Partners Inc-a | +0.2% | -16.46% | Add |
| 23 | KTOS | Kratos Defense & Security | +0.2% | -51.45% | Trim |
| 24 | BWXT | Bwx Technologies Inc | +0.2% | -9.06% | Add |
| 25 | CAE | Cae Inc | +0.2% | +95.99% | Add |
| 26 | CW | Curtiss-wright CORP | +0.2% | -2.64% | Trim |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -12.35% | Trim |
| 28 | GH | Guardant Health Inc | +0.2% | -13.06% | Add |
| 29 | ADPT | Adaptive Biotechnologies | +0.2% | +24.61% | Add |
| 30 | ARLO | Arlo Technologies Inc | +0.2% | +24.40% | Add |
| 31 | CVNA | Carvana Co | +0.2% | -14.72% | Trim |
| 32 | NXE | Nexgen Energy LTD | +0.2% | +14.41% | Add |
| 33 | REAL | Realreal Inc/the | +0.2% | +85.36% | Add |
| 34 | GIL | Gildan Activewear Inc | +0.1% | +34.36% | Add |
| 35 | RBC | RBC Bearings Inc | +0.1% | +34.22% | Add |
| 36 | KRRO | Korro Bio Inc | +0.1% | +15.69% | Add |
| 37 | BBIO | Bridgebio Pharma Inc | +0.1% | -1.72% | Add |
| 38 | PWR | Quanta Services Inc | +0.1% | -9.06% | Add |
| 39 | HOOD | Robinhood Markets Inc - A | +0.1% | -33.13% | Trim |
| 40 | PRCH | Porch Group Inc | +0.1% | -16.00% | Trim |
| 41 | TMDX | Transmedics Group Inc | +0.1% | -13.57% | Trim |
| 42 | TARS | Tarsus Pharmaceuticals Inc | +0.1% | +17.63% | Add |
| 43 | VSEC | Vse CORP | +0.1% | -13.48% | Add |
| 44 | FSS | Federal Signal CORP | +0.1% | +0.27% | Add |
| 45 | MP | Mp Materials CORP | +0.1% | — | Trim |
| 46 | PAY | Paymentus Holdings Inc-a | +0.1% | -2.89% | Add |
| 47 | CVLT | Commvault Systems Inc | +0.1% | +2.77% | Add |
| 48 | TCOM | Trip.com Group Ltd-adr | 0% | +87.20% | Add |
| 49 | PAAS | Pan American Silver CORP | 0% | +20.02% | Trim |
| 50 | CR | Crane Co | 0% | -0.81% | Add |
According to official SEC Form 13F filings, Driehaus Capital Management LLC reported a total U.S. public equity portfolio value of $17.3B across 431 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSM, CRNX, PL) accounted for 8.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
PL
市值: $186.6M
Top Position Liquidated / Trimmed
SFM
前期市值: $148.3M
During Q3 2025, Driehaus Capital Management LLC's top holdings by market value included TSM (4.5%)、CRNX (1.9%)、PL (1.3%). The largest single position, TSM, represented 4.5% of total portfolio value.
In Q3 2025, Driehaus Capital Management LLC made 200 total portfolio adjustments, initiating 77 new buys, adding to 40 positions, trimming 31 holdings, and fully liquidating 52 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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