Historical snapshot from Q2 2025.View current holdings →
In Q2 2025, Driehaus Capital held 302 positions worth $9.4B. They initiated 50 new positions and exited 382. Their largest holding was CCJ ($197.7M). Portfolio value grew +12.4% versus the prior quarter.
Portfolio Value (13F)
$9.4B
Holdings
302
Top 10 Concentration
17.0%
QoQ Change
+12.4%
Turnover
8.8%
Sector Breakdown
Biotechnology97%(291)
Other Healthcare3%(11)
Q2 2025 Holdings (302)
| # | Ticker | Company | Change | Value | % of Portfolio | SI % Float ? |
|---|---|---|---|---|---|---|
| 1 | CCJ | Cameco Corp. | Increased | $197.7M | 2.09% | — |
| 2 | IBN | Icici Bank Ltd. | Decreased | $197.4M | 2.09% | 1.1% |
| 3 | AXON | Axon Enterprise, Inc. | Increased | $192.5M | 2.04% | 5.7% |
| 4 | CRNX | Crinetics Pharmaceuticals Inc. | Increased | $184.1M | 1.95% | 7.3% |
| 5 | NTRA | Natera Inc. | Increased | $166.4M | 1.76% | 4.5% |
| 6 | MELI | Mercadolibre Inc. | Decreased | $142.6M | 1.51% | 1.8% |
| 7 | XENE | Xenon Pharmaceuticals Inc. | Decreased | $135.7M | 1.44% | 6.3% |
| 8 | CRDO | Credo Technology Group Holding Ltd. | Increased | $135.6M | 1.44% | 6.7% |
| 9 | GH | Guardant Health Inc. | Increased | $128.8M | 1.36% | 9.3% |
| 10 | CRS | Carpenter Technology Corp. | Decreased | $126.2M | 1.34% | 3.0% |
| 11 | CVNA | Carvana CO. | Increased | $125.6M | 1.33% | 12.6% |
| 12 | ALAB | Astera Labs, Inc. | Increased | $121.7M | 1.29% | 6.9% |
| 13 | TMDXOther Healthcare | TransMedics Group, Inc. | Increased | $114.5M | 1.21% | 38.4% |
| 14 | ROAD | Construction Partners, Inc. | Increased | $113.7M | 1.20% | 6.7% |
| 15 | HDB | Hdfc Bank Ltd. | Increased | $109.6M | 1.16% | 0.7% |
| 16 | SITM | Sitime Corp. | Increased | $106.7M | 1.13% | 7.5% |
| 17 | CR | Crane Co | Increased | $103.1M | 1.09% | 2.5% |
| 18 | APGE | Apogee Therapeutics Inc. | Decreased | $100.4M | 1.06% | 7.3% |
| 19 | STNE | StoneCo Ltd. | New | $100.1M | 1.06% | 6.7% |
| 20 | BROS | Dutch Bros Inc. | Increased | $99.8M | 1.06% | 50.5% |
| 21 | BAP | Credicorp Ltd. | Decreased | $98.5M | 1.04% | 2.3% |
| 22 | PLNT | Planet Fitness, Inc. | Increased | $98.0M | 1.04% | 16.6% |
| 23 | STRL | Sterling Infrastructure, Inc. | Increased | $96.2M | 1.02% | 4.4% |
| 24 | GPOR | Gulfport Energy Corp. | Increased | $95.2M | 1.01% | 9.3% |
| 25 | KRMN | Karman Holdings Inc. | Increased | $89.2M | 0.95% | 12.7% |
| 26 | SOJF | Southern CO | Decreased | $86.5M | 0.92% | — |
| 27 | LTH | Life Time Group Holdings, Inc. | Decreased | $85.0M | 0.90% | 8.3% |
| 28 | FN | Fabrinet | Increased | $84.6M | 0.90% | 6.1% |
| 29 | AVAV | AeroVironment Inc. | Increased | $83.7M | 0.89% | 12.8% |
| 30 | PAY | Paymentus Holdings, Inc. | Increased | $83.3M | 0.88% | 6.4% |
| 31 | UPST | Upstart Holdings, Inc. | Increased | $82.3M | 0.87% | 33.6% |
| 32 | RYTM | Rhythm Pharmaceuticals Inc. | Decreased | $80.2M | 0.85% | 15.8% |
| 33 | SKWD | Skyward Specialty Insurance Group, Inc. | Increased | $79.8M | 0.85% | 4.8% |
| 34 | COHR | Coherent Corp. | Increased | $77.7M | 0.82% | 6.6% |
| 35 | NTNX | Nutanix, Inc. | Increased | $75.2M | 0.80% | 6.0% |
| 36 | LITE | Lumentum Holdings Inc. | New | $74.7M | 0.79% | 9.0% |
| 37 | CLS | Celestica Inc. | Increased | $73.6M | 0.78% | 3.5% |
| 38 | PLMR | Palomar Holdings, Inc. | Decreased | $73.3M | 0.78% | 3.4% |
| 39 | BBIO | BridgeBio Pharma Inc. | Increased | $73.0M | 0.77% | 11.2% |
| 40 | DRS | Leonardo DRS, Inc. | Increased | $72.7M | 0.77% | 1.2% |
| 41 | LRN | Stride, Inc. | Decreased | $72.2M | 0.77% | 27.5% |
| 42 | UEC | Uranium Energy Corp. | Increased | $71.9M | 0.76% | 14.8% |
| 43 | HCIIP | HCI Group, Inc. | Decreased | $71.5M | 0.76% | — |
| 44 | MGNI | Magnite, Inc. | Increased | $67.1M | 0.71% | 8.6% |
| 45 | FTAIN | FTAI Aviation Ltd. | Decreased | $67.0M | 0.71% | — |
| 46 | MOD | Modine Manufacturing CO | Increased | $64.0M | 0.68% | 6.0% |
| 47 | MNDY | monday.com Ltd. | Decreased | $63.6M | 0.67% | 14.6% |
| 48 | RCKT | Rocket Pharmaceuticals Inc. | Increased | $63.2M | 0.67% | 16.8% |
| 49 | SFM | Sprouts Farmers Market, Inc. | Decreased | $62.3M | 0.66% | 18.7% |
| 50 | ALKT | Alkami Technology, Inc. | Increased | $61.6M | 0.65% | 8.9% |
| 51 | LOPE | Grand Canyon Education, Inc. | Increased | $61.4M | 0.65% | 9.0% |
| 52 | BOOT | Boot Barn Holdings, Inc. | Increased | $59.9M | 0.64% | 10.2% |
| 53 | FLS | Flowserve Corp. | Decreased | $59.5M | 0.63% | 7.2% |
| 54 | LOAR | Loar Holdings Inc. | Increased | $57.8M | 0.61% | 16.0% |
| 55 | FTI | TechnipFMC plc | Decreased | $56.2M | 0.60% | 3.5% |
| 56 | LRCX | Lam Research Corp. | Increased | $56.0M | 0.59% | 2.3% |
| 57 | GGAL | Grupo Financiero Galicia SA | Increased | $55.2M | 0.58% | 18.9% |
| 58 | ESE | Esco Technologies Inc. | Increased | $54.5M | 0.58% | 3.3% |
| 59 | PTCT | PTC Therapeutics Inc. | Decreased | $51.7M | 0.55% | 14.9% |
| 60 | GKOSOther Healthcare | Glaukos Corporation | Decreased | $51.7M | 0.55% | 7.9% |
| 61 | AVPT | AvePoint, Inc. | Increased | $51.2M | 0.54% | 7.0% |
| 62 | VSECU | Vse Corp. | Increased | $51.1M | 0.54% | — |
| 63 | PWR | Quanta Services, Inc. | Increased | $50.8M | 0.54% | 2.4% |
| 64 | MTSI | MACOM Technology Solutions Holdings, Inc. | New | $50.0M | 0.53% | 5.0% |
| 65 | SEPN | Septerna, Inc. | Increased | $49.5M | 0.52% | 12.7% |
| 66 | BEIGF | BeOne Medicines Ltd. | Increased | $48.0M | 0.51% | — |
| 67 | LC | LendingClub Corp. | Increased | $47.9M | 0.51% | 5.1% |
| 68 | PAASF | Pan American Silver Corp. | Decreased | $47.9M | 0.51% | — |
| 69 | HOOD | Robinhood Markets, Inc. | Decreased | $47.0M | 0.50% | 5.1% |
| 70 | IDCC | InterDigital, Inc. | New | $46.0M | 0.49% | 13.3% |
| 71 | ADMA | ADMA Biologics Inc. | Decreased | $45.1M | 0.48% | 11.3% |
| 72 | EMBJ | Embraer S.A. | Decreased | $44.8M | 0.47% | 1.1% |
| 73 | KNF | Knife River Corp. | Decreased | $44.1M | 0.47% | 10.2% |
| 74 | AR | Antero Resources Corp. | Increased | $44.1M | 0.47% | 4.5% |
| 75 | MIR | Mirion Technologies, Inc. | New | $43.2M | 0.46% | 22.8% |
| 76 | WVE | Wave Life Sciences Ltd. | Increased | $42.5M | 0.45% | 11.6% |
| 77 | PTGX | Protagonist Therapeutics Inc. | Increased | $41.9M | 0.44% | 16.8% |
| 78 | JBTM | Jbt Marel Corp. | Decreased | $41.5M | 0.44% | 9.4% |
| 79 | KYMR | Kymera Therapeutics Inc. | Decreased | $40.8M | 0.43% | 15.3% |
| 80 | LEU | Centrus Energy Corp. | Increased | $39.6M | 0.42% | 30.3% |
| 81 | RBRK | Rubrik, Inc. | New | $39.1M | 0.41% | 7.9% |
| 82 | PRCH | Porch Group, Inc. | Held | $37.6M | 0.40% | 21.8% |
| 83 | PODDOther Healthcare | Insulet Corp. | Decreased | $37.5M | 0.40% | 8.7% |
| 84 | EXLS | ExlService Holdings, Inc. | Decreased | $36.6M | 0.39% | 8.1% |
| 85 | GTES | Gates Industrial Corp plc | Decreased | $36.4M | 0.39% | 5.5% |
| 86 | EOSE | Eos Energy Enterprises, Inc. | Increased | $36.1M | 0.38% | 37.4% |
| 87 | AFRM | Affirm Holdings, Inc. | Increased | $35.7M | 0.38% | 6.1% |
| 88 | TARS | Tarsus Pharmaceuticals Inc. | Increased | $35.5M | 0.38% | 13.4% |
| 89 | AGX | Argan Inc. | New | $35.5M | 0.38% | 9.0% |
| 90 | BWXT | BWX Technologies, Inc. | Increased | $35.4M | 0.38% | 4.5% |
| 91 | CORT | Corcept Therapeutics Inc. | Increased | $35.3M | 0.37% | 10.2% |
| 92 | APLD | Applied Digital Corp. | Increased | $34.7M | 0.37% | 20.5% |
| 93 | BRBR | Bellring Brands, Inc. | Decreased | $34.7M | 0.37% | 12.1% |
| 94 | ARLO | Arlo Technologies, Inc. | Increased | $33.9M | 0.36% | 13.7% |
| 95 | ASND | Ascendis Pharma A/S | Increased | $33.7M | 0.36% | 6.3% |
| 96 | RSI | Rush Street Interactive, Inc. | Decreased | $32.9M | 0.35% | 9.0% |
| 97 | SEZL | Sezzle Inc. | Decreased | $32.7M | 0.35% | 24.0% |
| 98 | SLNO | Soleno Therapeutics Inc. | Increased | $32.2M | 0.34% | 17.9% |
| 99 | TRPCF | Trip.com Group Ltd. | Decreased | $32.0M | 0.34% | — |
| 100 | VRNA | Verona Pharma plc | New | $32.0M | 0.34% | — |
| 101 | ESAB | Esab Corp. | Decreased | $31.8M | 0.34% | 10.3% |
| 102 | SYRE | Spyre Therapeutics, Inc. | Decreased | $31.2M | 0.33% | 15.4% |
| 103 | AXP | American Express CO | Held | $30.8M | 0.33% | 2.1% |
| 104 | PENOther Healthcare | Penumbra Inc. | Increased | $30.4M | 0.32% | 6.6% |
| 105 | GWRE | Guidewire Software, Inc. | Increased | $30.3M | 0.32% | 4.0% |
| 106 | MRX | Marex Group plc | New | $29.7M | 0.32% | 3.9% |
| 107 | BV | BrightView Holdings, Inc. | Held | $29.2M | 0.31% | 33.9% |
| 108 | FIX | Comfort Systems Usa Inc. | Increased | $29.1M | 0.31% | 2.8% |
| 109 | TGTX | TG Therapeutics Inc. | Increased | $29.1M | 0.31% | 28.9% |
| 110 | UTI | Universal Technical Institute Inc. | Increased | $28.8M | 0.30% | 13.9% |
| 111 | ADPT | Adaptive Biotechnologies Corporation | Increased | $28.2M | 0.30% | 9.4% |
| 112 | TKO | TKO Group Holdings, Inc. | Increased | $28.0M | 0.30% | 11.3% |
| 113 | WGSWWOther Healthcare | GeneDx Holdings Corp. | Decreased | $28.0M | 0.30% | — |
| 114 | EWTX | Edgewise Therapeutics, Inc. | Increased | $27.6M | 0.29% | 14.6% |
| 115 | GENI | Genius Sports Ltd. | Decreased | $26.7M | 0.28% | 15.5% |
| 116 | CELH | Celsius Holdings, Inc. | Increased | $26.5M | 0.28% | 12.4% |
| 117 | INOD | Innodata Inc. | Decreased | $26.2M | 0.28% | 14.1% |
| 118 | WFRD | Weatherford International plc | Increased | $26.1M | 0.28% | 6.6% |
| 119 | ALNY | Alnylam Pharmaceuticals Inc. | Increased | $26.0M | 0.28% | 7.7% |
| 120 | RBC | RBC Bearings Inc. | Increased | $24.7M | 0.26% | 1.9% |
| 121 | SPXC | SPX Technologies, Inc. | Increased | $24.7M | 0.26% | 4.2% |
| 122 | XMTR | Xometry, Inc. | Increased | $24.6M | 0.26% | 9.6% |
| 123 | SLDE | Slide Insurance Holdings, Inc. | New | $24.3M | 0.26% | 11.2% |
| 124 | ALKS | Alkermes plc | Increased | $23.7M | 0.25% | 14.7% |
| 125 | NXE | NexGen Energy Ltd. | Increased | $23.3M | 0.25% | — |
| 126 | AXSM | Axsome Therapeutics Inc. | Increased | $23.3M | 0.25% | 9.8% |
| 127 | OSIS | Osi Systems Inc. | New | $23.1M | 0.24% | 16.3% |
| 128 | NHC | National Healthcare Corp. | Increased | $22.7M | 0.24% | 6.4% |
| 129 | PRAX | Praxis Precision Medicines, Inc. | Increased | $22.3M | 0.24% | 15.0% |
| 130 | RARE | Ultragenyx Pharmaceutical Inc. | Decreased | $22.0M | 0.23% | 21.4% |
| 131 | AGYS | Agilysys Inc. | Increased | $22.0M | 0.23% | 7.4% |
| 132 | HWM | Howmet Aerospace Inc. | Decreased | $21.9M | 0.23% | 2.6% |
| 133 | LMB | Limbach Holdings, Inc. | Increased | $21.6M | 0.23% | 10.0% |
| 134 | ELF | e.l.f. Beauty, Inc. | Increased | $21.3M | 0.23% | 8.2% |
| 135 | IMAX | Imax Corp. | Increased | $21.1M | 0.22% | 18.4% |
| 136 | RGLD | Royal Gold Inc. | Decreased | $20.4M | 0.22% | 3.0% |
| 137 | TOST | Toast, Inc. | Decreased | $20.3M | 0.22% | 6.8% |
| 138 | MNMD | Mind Medicine Inc. | Decreased | $20.1M | 0.21% | — |
| 139 | AROC | Archrock, Inc. | Decreased | $19.9M | 0.21% | 5.5% |
| 140 | GIL | Gildan Activewear Inc. | Increased | $19.7M | 0.21% | 7.8% |
| 141 | CASH | Pathward Financial, Inc. | Held | $19.4M | 0.21% | 16.7% |
| 142 | DUOL | Duolingo, Inc. | Increased | $19.4M | 0.21% | 20.4% |
| 143 | CHWY | Chewy, Inc. | Increased | $19.3M | 0.20% | 13.7% |
| 144 | BYRN | Byrna Technologies Inc. | Increased | $19.1M | 0.20% | 6.7% |
| 145 | FIVE | Five Below, Inc. | Increased | $18.8M | 0.20% | 5.3% |
| 146 | QXO-PB | Qxo, Inc. | Increased | $18.7M | 0.20% | — |
| 147 | EXEL | Exelixis Inc. | Decreased | $18.7M | 0.20% | 15.6% |
| 148 | LGNZZ | Ligand Pharmaceuticals Inc. | Held | $18.3M | 0.19% | — |
| 149 | TPTX | Turning Point Therapeutics Inc. | New | $18.2M | 0.19% | — |
| 150 | BKSY-WT | BlackSky Technology Inc. | New | $18.2M | 0.19% | — |
| 151 | MBX | MBX Biosciences, Inc. | Held | $17.9M | 0.19% | 12.9% |
| 152 | KNSA | Kiniksa Pharmaceuticals International, plc | Increased | $17.9M | 0.19% | 9.4% |
| 153 | QBTS | D-Wave Quantum Inc. | New | $17.7M | 0.19% | 21.2% |
| 154 | CECO | Ceco Environmental Corp. | Increased | $17.3M | 0.18% | 3.7% |
| 155 | WIX | Wix.com Ltd. | Decreased | $16.9M | 0.18% | 18.8% |
| 156 | BBNX | Beta Bionics, Inc. | Increased | $16.9M | 0.18% | 11.3% |
| 157 | NUVL | Nuvalent Inc. | Decreased | $16.5M | 0.17% | 6.2% |
| 158 | IAG | Iamgold Corp. | New | $16.4M | 0.17% | — |
| 159 | ASTS | AST SpaceMobile, Inc. | New | $16.1M | 0.17% | 21.7% |
| 160 | ATECOther Healthcare | Alphatec Holdings, Inc. | Increased | $16.1M | 0.17% | 10.5% |
| 161 | ARQT | Arcus Biosciences Inc. | Held | $15.2M | 0.16% | 18.4% |
| 162 | SMR | Nuscale Power Corp. | New | $15.1M | 0.16% | 20.7% |
| 163 | DY | Dycom Industries Inc. | New | $15.1M | 0.16% | 6.4% |
| 164 | LAUR | Laureate Education, Inc. | Increased | $14.9M | 0.16% | 3.9% |
| 165 | OSW | Onespaworld Holdings Ltd. | Decreased | $14.8M | 0.16% | 7.0% |
| 166 | VKTX | Viking Therapeutics Inc. | Increased | $14.8M | 0.16% | 21.4% |
| 167 | WULF | Terawulf Inc. | Increased | $14.7M | 0.16% | 28.1% |
| 168 | RELY | Remitly Global, Inc. | Decreased | $14.5M | 0.15% | 10.0% |
| 169 | BJ | BJ's Wholesale Club Holdings, Inc. | Decreased | $14.4M | 0.15% | 8.4% |
| 170 | TPR | Tapestry, Inc. | New | $14.2M | 0.15% | 9.2% |
| 171 | VITL | Vital Farms, Inc. | Decreased | $14.0M | 0.15% | 29.1% |
| 172 | GPCR | Structure Therapeutics Inc. | Decreased | $14.0M | 0.15% | 14.5% |
| 173 | CAE | Cae Inc. | Increased | $13.5M | 0.14% | — |
| 174 | ORA | Ormat Technologies, Inc. | New | $13.3M | 0.14% | 11.4% |
| 175 | TWFG | Twfg, Inc. | Held | $13.2M | 0.14% | 10.4% |
| 176 | SN | SharkNinja, Inc. | Decreased | $13.2M | 0.14% | 14.3% |
| 177 | CASY | Caseys General Stores Inc. | Increased | $12.8M | 0.14% | 5.2% |
| 178 | BLFY | Blue Foundry Bancorp | Decreased | $12.6M | 0.13% | 3.8% |
| 179 | CFLT | Confluent, Inc. | Decreased | $12.6M | 0.13% | 9.1% |
| 180 | IFS | Intercorp Financial Services Inc. | Increased | $12.6M | 0.13% | 1.0% |
| 181 | JBIO | Jade Biosciences, Inc. | New | $12.5M | 0.13% | 23.3% |
| 182 | CNNE | Cannae Holdings, Inc. | Decreased | $12.5M | 0.13% | 10.3% |
| 183 | AS | Amer Sports, Inc. | New | $12.4M | 0.13% | 9.8% |
| 184 | AZZ | Azz Inc. | Held | $12.1M | 0.13% | 3.2% |
| 185 | FICO | Fair Isaac Corp. | Decreased | $11.8M | 0.12% | 12.5% |
| 186 | MRCY | Mercury Systems Inc. | Increased | $11.8M | 0.12% | 9.5% |
| 187 | SNEX | StoneX Group Inc. | New | $11.6M | 0.12% | 5.6% |
| 188 | ARGX | argenx SE | Decreased | $11.4M | 0.12% | 2.2% |
| 189 | NPCEOther Healthcare | NeuroPace Inc. | Increased | $11.2M | 0.12% | 3.0% |
| 190 | INSM | Insmed Incorporated | Decreased | $10.9M | 0.12% | 7.1% |
| 191 | OPLN | Openlane, Inc. | New | $10.8M | 0.11% | 2.2% |
| 192 | CGNT | Cognyte Software Ltd. | Increased | $10.8M | 0.11% | 0.8% |
| 193 | HURN | Huron Consulting Group Inc. | Decreased | $10.8M | 0.11% | 5.3% |
| 194 | PPTA | Perpetua Resources Corp. | New | $10.3M | 0.11% | 12.4% |
| 195 | ASPI | ASP Isotopes Inc. | New | $10.3M | 0.11% | 18.9% |
| 196 | TDUP | ThredUp Inc. | New | $10.3M | 0.11% | 14.7% |
| 197 | BLBD | Blue Bird Corp. | Increased | $10.1M | 0.11% | 16.6% |
| 198 | WSC | WillScot Holdings Corp. | Decreased | $10.0M | 0.11% | 12.2% |
| 199 | CRCL | Circle Internet Group, Inc. | New | $9.9M | 0.10% | 12.0% |
| 200 | APPS | Digital Turbine, Inc. | New | $9.8M | 0.10% | 8.8% |
| 201 | XERS | Xeris Biopharma Holdings, Inc. | Increased | $9.7M | 0.10% | 4.1% |
| 202 | DPZ | Dominos Pizza Inc. | Increased | $9.7M | 0.10% | 9.0% |
| 203 | DRVN | Driven Brands Holdings Inc. | Increased | $9.4M | 0.10% | 17.9% |
| 204 | SWIM | Latham Group, Inc. | Held | $9.3M | 0.10% | 6.2% |
| 205 | EVER | EverQuote, Inc. | Increased | $9.2M | 0.10% | 29.6% |
| 206 | GRPN | Groupon, Inc. | New | $9.1M | 0.10% | 48.2% |
| 207 | BEAGR | Bold Eagle Acquisition Corp. | Decreased | $8.9M | 0.09% | — |
| 208 | GRDNOther Healthcare | Guardian Pharmacy Services, Inc. | Held | $8.6M | 0.09% | 4.9% |
| 209 | TATT | Tat Technologies Ltd. | New | $8.5M | 0.09% | 17.2% |
| 210 | CPA | Copa Holdings, S.A. | Increased | $8.4M | 0.09% | 5.2% |
| 211 | AMLX | Amylyx Pharmaceuticals, Inc. | New | $8.1M | 0.09% | 12.6% |
| 212 | SPRY | ARS Pharmaceuticals, Inc. | New | $8.1M | 0.09% | 30.7% |
| 213 | GDEN | Golden Entertainment, Inc. | Decreased | $8.0M | 0.08% | 4.0% |
| 214 | BKV | BKV Corp. | Held | $7.9M | 0.08% | 24.9% |
| 215 | DNMXW | Dynamix Corp III | Decreased | $7.8M | 0.08% | — |
| 216 | CSGP | Costar Group, Inc. | Decreased | $7.7M | 0.08% | 3.3% |
| 217 | ATXS | Astria Therapeutics Inc. | Held | $7.6M | 0.08% | — |
| 218 | HLMN | Hillman Solutions Corp. | Decreased | $7.4M | 0.08% | 2.8% |
| 219 | LIND | Lindblad Expeditions Holdings, Inc. | Held | $7.4M | 0.08% | 12.1% |
| 220 | KRRO | Korro Bio, Inc. | Held | $7.3M | 0.08% | 12.7% |
| 221 | BCRX | Biocryst Pharmaceuticals Inc. | New | $6.9M | 0.07% | 10.8% |
| 222 | CNTA | Centessa Pharmaceuticals plc | Decreased | $6.7M | 0.07% | 1.2% |
| 223 | SIMO | Silicon Motion Technology Corp. | New | $6.6M | 0.07% | 5.2% |
| 224 | ENVX | Enovix Corp. | Decreased | $6.6M | 0.07% | 27.1% |
| 225 | GAMB | Gambling.com Group Ltd. | Decreased | $6.4M | 0.07% | 4.5% |
| 226 | MCW | Mister Car Wash, Inc. | Decreased | $6.3M | 0.07% | 10.3% |
| 227 | GXO | GXO Logistics, Inc. | Decreased | $6.2M | 0.07% | 7.3% |
| 228 | TDGMW | Tidewater Inc. | Increased | $6.2M | 0.07% | — |
| 229 | EPAC | Enerpac Tool Group Corp. | Decreased | $6.2M | 0.07% | 5.0% |
| 230 | VYGR | Voyager Therapeutics Inc. | New | $6.1M | 0.06% | 7.5% |
| 231 | TITN | Titan Machinery Inc. | Held | $5.7M | 0.06% | 5.2% |
| 232 | LTBR | Lightbridge Corp. | New | $5.3M | 0.06% | 12.3% |
| 233 | CALX | Calix, Inc. | Increased | $4.9M | 0.05% | 11.9% |
| 234 | CBIO | Crescent Biopharma, Inc. | New | $4.9M | 0.05% | 22.1% |
| 235 | NHICW | NewHold Investment Corp. III | New | $4.7M | 0.05% | — |
| 236 | TACOW | Berto Acquisition Corp. | New | $4.7M | 0.05% | — |
| 237 | WT | WisdomTree, Inc. | Decreased | $4.3M | 0.05% | 17.6% |
| 238 | KLAC | Kla Corp. | Increased | $4.3M | 0.05% | 2.1% |
| 239 | LECO | Lincoln Electric Holdings Inc. | Increased | $4.2M | 0.04% | 2.5% |
| 240 | GSHRW | Gesher Acquisition Corp. II | New | $4.1M | 0.04% | — |
| 241 | NVDA | Nvidia Corp. | Increased | $4.0M | 0.04% | 1.3% |
| 242 | CRMD | CorMedix Inc. | New | $3.8M | 0.04% | 20.1% |
| 243 | DSGN | Design Therapeutics, Inc. | Increased | $3.6M | 0.04% | 14.0% |
| 244 | MSFT | Microsoft Corp. | Increased | $3.5M | 0.04% | 0.8% |
| 245 | XGN | Exagen Inc. | Increased | $3.4M | 0.04% | 3.2% |
| 246 | TBBB | Bbb Foods Inc. | Decreased | $3.3M | 0.04% | 4.4% |
| 247 | SKYE | Skye Bioscience, Inc. | $2.6M | 0.03% | 4.7% | |
| 248 | VINP | Vinci Compass Investments Ltd. | $2.5M | 0.03% | 1.0% | |
| 249 | VSOGF | Vista Energy, S.A.B. de C.V. | Decreased | $2.5M | 0.03% | — |
| 250 | PCVX | Vaxcyte Inc. | Decreased | $2.4M | 0.03% | 11.7% |
| 251 | MAZE | Maze Therapeutics, Inc. | Increased | $2.4M | 0.03% | 13.3% |
| 252 | BLUWW | Blue Water Acquisition Corp. III | New | $2.3M | 0.02% | — |
| 253 | GAUZ | Gauzy Ltd. | Decreased | $2.2M | 0.02% | 0.8% |
| 254 | IMNM | Immunome Inc. | Decreased | $2.1M | 0.02% | 17.3% |
| 255 | GRABW | Grab Holdings Ltd. | Decreased | $1.9M | 0.02% | — |
| 256 | ABCL | AbCellera Biologics Inc. | New | $1.7M | 0.02% | 12.8% |
| 257 | GOOG | Alphabet Inc. | Increased | $1.6M | 0.02% | — |
| 258 | LRMR | Larimar Therapeutics, Inc. | Increased | $1.5M | 0.02% | 22.9% |
| 259 | RAPP | Rapport Therapeutics, Inc. | New | $1.5M | 0.02% | 10.5% |
| 260 | SION | Sionna Therapeutics, Inc. | Decreased | $1.5M | 0.02% | 13.6% |
| 261 | AVGO | Broadcom Inc. | Decreased | $1.3M | 0.01% | 1.2% |
| 262 | LLY | Eli Lilly & Co | Decreased | $1.3M | 0.01% | 0.8% |
| 263 | TMCIOther Healthcare | Treace Medical Concepts, Inc. | Decreased | $1.1M | 0.01% | 3.8% |
| 264 | LIN | Linde Plc | $1.1M | 0.01% | 1.3% | |
| 265 | NFLX | Netflix Inc. | Increased | $1.1M | 0.01% | 2.0% |
| 266 | CAEP | Cantor Equity Partners III, Inc. | New | $1.1M | 0.01% | — |
| 267 | RZLT | Rezolute, Inc. | New | $1.0M | 0.01% | 26.0% |
| 268 | CCXIW | Churchill Capital Corp XI | Increased | $1.0M | 0.01% | — |
| 269 | PM | Philip Morris International Inc. | Decreased | $1.0M | 0.01% | 1.1% |
| 270 | SPOT | Spotify Technology S.A. | Decreased | $978K | 0.01% | 2.7% |
| 271 | NET | Cloudflare, Inc. | Decreased | $958K | 0.01% | 2.7% |
| 272 | COF-PN | Capital One Financial Corp. | New | $948K | 0.01% | — |
| 273 | COIN | Coinbase Global, Inc. | Increased | $936K | 0.01% | 11.1% |
| 274 | EQT | EQT Corp. | Increased | $900K | 0.01% | 4.1% |
| 275 | AZN | Astrazeneca Plc | $827K | 0.01% | 0.2% | |
| 276 | AMD | Advanced Micro Devices Inc. | Increased | $819K | 0.01% | 2.4% |
| 277 | XOM | Exxon Mobil Corp. | Decreased | $789K | 0.01% | 1.1% |
| 278 | NOW | ServiceNow, Inc. | Increased | $781K | 0.01% | 2.9% |
| 279 | SYKOther Healthcare | Stryker Corp. | $756K | 0.01% | 1.6% | |
| 280 | BA-PA | Boeing CO | Decreased | $701K | 0.01% | — |
| 281 | MSI | Motorola Solutions, Inc. | Decreased | $696K | 0.01% | 2.3% |
| 282 | AAPL | Apple Inc. | Decreased | $685K | 0.01% | 0.8% |
| 283 | CMPS | COMPASS Pathways plc | Decreased | $663K | 0.01% | 12.5% |
| 284 | GLD | Spdr Gold Trust | Increased | $653K | 0.01% | — |
| 285 | ISRGOther Healthcare | Intuitive Surgical Inc. | Decreased | $622K | 0.01% | 2.1% |
| 286 | FHN-PH | First Horizon Corp. | Decreased | $612K | 0.01% | — |
| 287 | KO | Coca Cola CO | Decreased | $611K | 0.01% | 1.2% |
| 288 | BHPLF | BHP Group Ltd. | $571K | 0.01% | — | |
| 289 | UBER | Uber Technologies, Inc. | Increased | $553K | 0.01% | 2.5% |
| 290 | NGNE | Neurogene Inc. | $490K | 0.01% | 29.5% | |
| 291 | OVID | Ovid Therapeutics Inc. | $462K | 0.00% | 11.1% | |
| 292 | AEM | Agnico Eagle Mines Ltd. | $453K | 0.00% | 1.3% | |
| 293 | RLMD | Relmada Therapeutics, Inc. | New | $444K | 0.00% | 13.4% |
| 294 | APP | AppLovin Corp. | Increased | $425K | 0.00% | 4.0% |
| 295 | SVRA | Savara Inc. | New | $416K | 0.00% | 24.8% |
| 296 | ROP | Roper Technologies Inc. | $416K | 0.00% | 5.3% | |
| 297 | ANET | Arista Networks, Inc. | Increased | $402K | 0.00% | 1.1% |
| 298 | PLDGP | Prologis, Inc. | Increased | $364K | 0.00% | — |
| 299 | USFD | US Foods Holding Corp. | $363K | 0.00% | 7.2% | |
| 300 | VRTX | Vertex Pharmaceuticals Inc. | Decreased | $301K | 0.00% | 2.0% |
| 301 | HYAC-WT | Haymaker Acquisition Corp. 4 | $63K | 0.00% | — | |
| 302 | RVMD | Revolution Medicines Inc. | $36K | 0.00% | 5.9% |
Top Movers This Quarter
Share changes reflect active decisions. Value changes include price moves.
Frequently asked questions
What stocks did Driehaus Capital own in Q2 2025?
Driehaus Capital held 302 biotech stocks in their 13F portfolio in Q2 2025. Their top positions include CCJ, IBN, AXON, CRNX, NTRA. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was Driehaus Capital's portfolio worth in Q2 2025?
Driehaus Capital's tracked biotech portfolio was worth $9.4B across 302 positions, with total assets under management of approximately $28B. Portfolio values are based on 13F filings with the SEC.
What did Driehaus Capital buy in Q2 2025?
Driehaus Capital initiated 50 new positions in Q2 2025, including STNE, LITE, MTSI, IDCC, MIR and 45 more. They also increased 130 existing positions.
What did Driehaus Capital sell in Q2 2025?
Driehaus Capital fully exited 382 positions in Q2 2025, including MNESP, LMT, MRVL, TTEK, XPEL and 377 more. They also trimmed 109 existing positions.
Is Driehaus Capital a biotech fund?
Growth-oriented investment firm founded by Richard Driehaus (d. 2021), now led by CEO Steve Weber. Michael Caldwell manages the healthcare/life sciences portfolio, applying growth-at-a-reasonable-price philosophy to biotech with a focus on companies with accelerating revenue growth and approaching commercial inflection points.
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