How many stocks does DRIEHAUS CAPITAL MANAGEMENT LLC own?

As of Q1 2026, DRIEHAUS CAPITAL MANAGEMENT LLC holds 355 positions in their 13F portfolio.

What is DRIEHAUS CAPITAL MANAGEMENT LLC's largest holding?

TSM at 3.1% of portfolio, worth $427.5M.

What is DRIEHAUS CAPITAL MANAGEMENT LLC's total portfolio value?

$13.6B as of Q1 2026, tracked across 355 holdings.

Is DRIEHAUS CAPITAL MANAGEMENT LLC a hedge fund?

DRIEHAUS CAPITAL MANAGEMENT LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does DRIEHAUS CAPITAL MANAGEMENT LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has DRIEHAUS CAPITAL MANAGEMENT LLC's portfolio changed in Q1 2026?

View DRIEHAUS CAPITAL MANAGEMENT LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is DRIEHAUS CAPITAL MANAGEMENT LLC's investment strategy?

DRIEHAUS CAPITAL MANAGEMENT LLC is classified as a Momentum Trader fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

DRIEHAUS CAPITAL MANAGEMENT LL Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

DRIEHAUS CAPITAL MANAGEMENT LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$13.6B

AUM

355

Positions

Q1 2026

Filing

Rating · 2.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New21%Increased20%Decreased30%Exited29%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.3 years

<1Q10%1-4Q19%1-2Y12%2Y+59%

Q1 2026 Summary

Active quarter - 88 new positions, 137 exits, 91 increased. Top move: FN (INCREASED, conviction 70). Portfolio: $13.6B across 355 positions.

Portfolio Allocation

Top holdings by portfolio weight

TSM3.14%

PRAX2.25%

XENE1.92%

CRNX1.71%

PL1.63%

FN1.50%

APGE1.19%

LITE1.18%

CW1.13%

BAP1.12%

Other1.04%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE4Q held

LUMENTUM HLDGS INC

Avg $94.75 · $200.6M est. P&L

Est. P&L

+924.49%

TSM29Q held

TAIWAN SEMICONDUCTOR MANUFAC

Avg $64.83 · $434.7M est. P&L

Est. P&L

+530.08%

AAOI4Q held

APPLIED OPTOELECTRONICS INC

Avg $41.92 · $93.9M est. P&L

Est. P&L

+354.13%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings355 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
TSM ADR TAIWAN SEMICONDUCTOR MANUFAC	1.3M	$427.5M	3.1%	—	$64.83	+530.08%	29 qtrssince 2019-Q1	Decreased 0
PRPRAX PRAXIS PRECISION MEDICINES I	949,225	$305.8M	2.2%	—	$165.02	+107.60%	9 qtrssince 2024-Q1	Increased 54
XENE XENON PHARMACEUTICALS INC	4.5M	$261.2M	1.9%	—	$28.88	+88.36%	25 qtrssince 2020-Q1	Decreased 0
CRNX CRINETICS PHARMACEUTICALS IN	6.4M	$232.3M	1.7%	—	$26.62	+38.12%	24 qtrssince 2020-Q2	Increased 48
PL PLANET LABS PBC	7.9M	$221.3M	1.6%	—	$9.96	+318.06%	4 qtrssince 2025-Q2	Decreased 0
FN FABRINET	391,081	$204M	1.5%	—	$404.12	+78.67%	4 qtrssince 2025-Q2	Increased 70
APGE APOGEE THERAPEUTICS INC	1.9M	$161.7M	1.2%	—	$41.31	+96.43%	11 qtrssince 2023-Q3	Decreased 0
LITE LUMENTUM HLDGS INC	228,995	$160.9M	1.2%	—	$94.75	+924.49%	4 qtrssince 2025-Q2	Decreased 0
CW CURTISS WRIGHT CORP	225,759	$153.8M	1.1%	—	$238.29	+199.10%	17 qtrssince 2022-Q1	Decreased 0
BABAP CREDICORP LTD	450,730	$152.9M	1.1%	—	$170.02	+86.05%	9 qtrssince 2024-Q1	Decreased 0
Showing 10 of 355 results.345 more with Pro.PROUpgrade to see all →