In Q2 2026, Driehaus Capital held 317 positions worth $15.6B. They initiated 40 new positions and exited 558. Their largest holding was DFTX ($322.0M).
Portfolio Value (13F)
$15.6B
Holdings
317
Top 10 Concentration
16.4%
QoQ Change
N/A
Turnover
6.8%
Sector Breakdown
Biotechnology96%(303)
Other Healthcare4%(14)
Q2 2026 Holdings (317)
| # | Ticker | Company | Change | Value | % of Portfolio | SI % Float ? |
|---|---|---|---|---|---|---|
| 1 | DFTX | Definium Therapeutics, Inc. | Increased | $322.0M | 2.06% | 8.2% |
| 2 | PRAX | Praxis Precision Medicines, Inc. | Increased | $321.1M | 2.05% | 13.2% |
| 3 | XENE | Xenon Pharmaceuticals Inc. | Decreased | $266.7M | 1.70% | 5.6% |
| 4 | SIMO | Silicon Motion Technology Corp. | Increased | $262.0M | 1.68% | — |
| 5 | SYRE | Spyre Therapeutics, Inc. | Held | $248.5M | 1.59% | — |
| 6 | CRNX | Crinetics Pharmaceuticals Inc. | Increased | $241.9M | 1.55% | 6.5% |
| 7 | APGE | Apogee Therapeutics Inc. | Decreased | $231.0M | 1.48% | 7.2% |
| 8 | GH | Guardant Health Inc. | Held | $230.1M | 1.47% | — |
| 9 | PL-WT | Planet Labs PBC | Decreased | $222.7M | 1.42% | — |
| 10 | BAP | Credicorp Ltd. | Increased | $217.1M | 1.39% | — |
| 11 | EWTX | Edgewise Therapeutics, Inc. | Increased | $192.1M | 1.23% | 12.8% |
| 12 | VICR | Vicor Corp. | Increased | $188.6M | 1.21% | 7.2% |
| 13 | UCTT | Ultra Clean Holdings, Inc. | Increased | $186.7M | 1.19% | 9.9% |
| 14 | XMTR | Xometry, Inc. | Increased | $170.7M | 1.09% | — |
| 15 | WULF | Terawulf Inc. | Increased | $152.2M | 0.97% | 26.2% |
| 16 | SEPN | Septerna, Inc. | Increased | $148.5M | 0.95% | — |
| 17 | NXT | Nextpower Inc. | Increased | $143.8M | 0.92% | — |
| 18 | CECO | Ceco Environmental Corp. | Increased | $141.6M | 0.91% | — |
| 19 | CRDO | Credo Technology Group Holding Ltd. | Increased | $140.6M | 0.90% | — |
| 20 | CRS | Carpenter Technology Corp. | Decreased | $140.1M | 0.90% | — |
| 21 | IBN | Icici Bank Ltd. | Increased | $140.1M | 0.90% | 1.1% |
| 22 | LASR | Nlight, Inc. | Increased | $138.3M | 0.88% | — |
| 23 | ONTO | Onto Innovation Inc. | Increased | $134.2M | 0.86% | — |
| 24 | RSI | Rush Street Interactive, Inc. | Increased | $129.1M | 0.83% | — |
| 25 | SITM | Sitime Corp. | Decreased | $128.3M | 0.82% | 5.5% |
| 26 | SEI | Solaris Energy Infrastructure, Inc. | Decreased | $127.5M | 0.82% | — |
| 27 | SRRK | Scholar Rock Holding Corp. | Increased | $121.3M | 0.78% | 18.1% |
| 28 | STRL | Sterling Infrastructure, Inc. | Decreased | $120.6M | 0.77% | — |
| 29 | BE | Bloom Energy Corp. | Decreased | $118.1M | 0.76% | 7.9% |
| 30 | PTCT | PTC Therapeutics Inc. | Increased | $117.5M | 0.75% | 17.2% |
| 31 | LTH | Life Time Group Holdings, Inc. | Increased | $117.0M | 0.75% | 5.5% |
| 32 | CAHOther Healthcare | Cardinal Health Inc. | Increased | $113.9M | 0.73% | — |
| 33 | MOD | Modine Manufacturing CO | Decreased | $112.9M | 0.72% | 6.6% |
| 34 | SAIA | Saia Inc. | Increased | $110.4M | 0.71% | 4.7% |
| 35 | CDNS | Cadence Design Systems Inc. | New | $110.2M | 0.70% | 2.2% |
| 36 | ARWR | Arrowhead Pharmaceuticals Inc. | Increased | $110.1M | 0.70% | 9.5% |
| 37 | VALE | Vale S.A. | Increased | $108.8M | 0.70% | — |
| 38 | UTI | Universal Technical Institute Inc. | Increased | $106.9M | 0.68% | 8.8% |
| 39 | SOJF | Southern CO | Increased | $106.5M | 0.68% | — |
| 40 | KYMR | Kymera Therapeutics Inc. | Decreased | $105.4M | 0.67% | 15.4% |
| 41 | TWSTOther Healthcare | Twist Bioscience Corporation | Increased | $105.2M | 0.67% | — |
| 42 | NTRA | Natera Inc. | Increased | $104.2M | 0.67% | 3.1% |
| 43 | SNEX | StoneX Group Inc. | Increased | $103.7M | 0.66% | — |
| 44 | COHR | Coherent Corp. | Decreased | $102.4M | 0.65% | — |
| 45 | APLD | Applied Digital Corp. | Increased | $101.6M | 0.65% | — |
| 46 | ESE | Esco Technologies Inc. | Increased | $100.8M | 0.64% | 2.9% |
| 47 | MTSI | MACOM Technology Solutions Holdings, Inc. | Decreased | $95.5M | 0.61% | — |
| 48 | INDV | Indivior Pharmaceuticals, Inc. | Increased | $94.3M | 0.60% | 10.9% |
| 49 | ALAB | Astera Labs, Inc. | Increased | $94.0M | 0.60% | — |
| 50 | IMAX | Imax Corp. | Increased | $93.3M | 0.60% | 21.4% |
| 51 | IMNM | Immunome Inc. | Increased | $92.1M | 0.59% | 18.6% |
| 52 | AXSM | Axsome Therapeutics Inc. | Increased | $91.2M | 0.58% | 10.1% |
| 53 | GKOSOther Healthcare | Glaukos Corporation | Increased | $90.9M | 0.58% | — |
| 54 | DOCN | DigitalOcean Holdings, Inc. | Increased | $90.6M | 0.58% | 9.2% |
| 55 | PTGX | Protagonist Therapeutics Inc. | Increased | $89.6M | 0.57% | 13.6% |
| 56 | BAND | Bandwidth Inc. | New | $87.9M | 0.56% | 14.9% |
| 57 | DY | Dycom Industries Inc. | Increased | $87.2M | 0.56% | 6.3% |
| 58 | ULS | UL Solutions Inc. | Increased | $83.9M | 0.54% | — |
| 59 | LECO | Lincoln Electric Holdings Inc. | Increased | $83.5M | 0.53% | 2.4% |
| 60 | GPCR | Structure Therapeutics Inc. | Decreased | $83.4M | 0.53% | 11.7% |
| 61 | TVTX | Travere Therapeutics Inc. | Increased | $81.8M | 0.52% | — |
| 62 | SEZL | Sezzle Inc. | Increased | $81.7M | 0.52% | — |
| 63 | MWH | SOLV Energy, Inc. | Increased | $81.0M | 0.52% | 25.0% |
| 64 | VSOGF | Vista Energy, S.A.B. de C.V. | Held | $80.4M | 0.51% | — |
| 65 | EOSE | Eos Energy Enterprises, Inc. | Decreased | $79.7M | 0.51% | 32.3% |
| 66 | BROS | Dutch Bros Inc. | Increased | $79.7M | 0.51% | — |
| 67 | WT | WisdomTree, Inc. | Increased | $79.7M | 0.51% | 16.9% |
| 68 | FLYW | Flywire Corp. | New | $79.2M | 0.51% | — |
| 69 | KNX | Knight-Swift Transportation Holdings Inc. | Increased | $79.0M | 0.50% | 6.5% |
| 70 | CAVA | Cava Group, Inc. | Increased | $78.2M | 0.50% | — |
| 71 | ROAD | Construction Partners, Inc. | Decreased | $76.2M | 0.49% | — |
| 72 | FTAIN | FTAI Aviation Ltd. | Decreased | $75.3M | 0.48% | — |
| 73 | FPS | Forgent Power Solutions, Inc. | Decreased | $74.5M | 0.48% | — |
| 74 | FROG | JFrog Ltd. | New | $73.1M | 0.47% | 8.8% |
| 75 | FLNC | Fluence Energy, Inc. | Increased | $71.1M | 0.45% | — |
| 76 | LITE | Lumentum Holdings Inc. | Decreased | $71.0M | 0.45% | 12.2% |
| 77 | AMD | Advanced Micro Devices Inc. | Decreased | $69.0M | 0.44% | 2.3% |
| 78 | MELI | Mercadolibre Inc. | Increased | $68.1M | 0.44% | — |
| 79 | SMTC | Semtech Corp. | Decreased | $67.9M | 0.43% | 8.1% |
| 80 | ALM | Almonty Industries Inc. | Decreased | $66.9M | 0.43% | — |
| 81 | ALKS | Alkermes plc | Increased | $64.9M | 0.41% | 11.9% |
| 82 | CCJ | Cameco Corp. | Decreased | $64.6M | 0.41% | — |
| 83 | TEX | Terex Corp. | Increased | $64.4M | 0.41% | 6.5% |
| 84 | GTX | Garrett Motion Inc. | Increased | $63.6M | 0.41% | 2.2% |
| 85 | OPLN | Openlane, Inc. | Increased | $62.5M | 0.40% | 2.0% |
| 86 | FIX | Comfort Systems Usa Inc. | Decreased | $62.4M | 0.40% | — |
| 87 | VCYT | Veracyte, Inc. | Increased | $61.4M | 0.39% | — |
| 88 | ECG | Everus Construction Group, Inc. | Decreased | $59.8M | 0.38% | 4.8% |
| 89 | FCFS | FirstCash Holdings, Inc. | Increased | $59.7M | 0.38% | 6.0% |
| 90 | MRCY | Mercury Systems Inc. | Increased | $59.7M | 0.38% | 9.6% |
| 91 | TSEM | Tower Semiconductor Ltd. | Decreased | $58.7M | 0.38% | 2.2% |
| 92 | MBX | MBX Biosciences, Inc. | Increased | $58.3M | 0.37% | 15.1% |
| 93 | UTHR | United Therapeutics Corporation | Increased | $57.6M | 0.37% | — |
| 94 | AAMI | Acadian Asset Management Inc. | New | $56.4M | 0.36% | 4.1% |
| 95 | TNRSF | Tenaris SA | Increased | $55.6M | 0.36% | — |
| 96 | TTMI | Ttm Technologies Inc. | Increased | $55.2M | 0.35% | 3.2% |
| 97 | MYRG | Myr Group Inc. | Decreased | $54.7M | 0.35% | — |
| 98 | AMLX | Amylyx Pharmaceuticals, Inc. | Increased | $54.5M | 0.35% | 15.6% |
| 99 | ADPT | Adaptive Biotechnologies Corporation | Increased | $54.2M | 0.35% | 9.9% |
| 100 | IDCC | InterDigital, Inc. | Decreased | $53.8M | 0.34% | — |
| 101 | FIGS | Figs, Inc. | Increased | $52.8M | 0.34% | — |
| 102 | SN | SharkNinja, Inc. | Increased | $52.8M | 0.34% | 12.9% |
| 103 | SAIL | SailPoint, Inc. | New | $52.3M | 0.33% | 24.8% |
| 104 | ENPH | Enphase Energy, Inc. | Increased | $52.2M | 0.33% | — |
| 105 | ITUB | Itau Unibanco Holding S.A. | Increased | $51.1M | 0.33% | 0.3% |
| 106 | PENG | Penguin Solutions, Inc. | New | $51.1M | 0.33% | 18.8% |
| 107 | SPXC | SPX Technologies, Inc. | Decreased | $50.3M | 0.32% | — |
| 108 | CUBB | Customers Bancorp, Inc. | Increased | $50.2M | 0.32% | — |
| 109 | TER | Teradyne, Inc. | Decreased | $50.1M | 0.32% | — |
| 110 | TTI | Tetra Technologies Inc. | Increased | $49.6M | 0.32% | 6.1% |
| 111 | KOD | Kodiak Sciences Inc. | Increased | $49.3M | 0.31% | 25.9% |
| 112 | INVX | Innovex International, Inc. | Increased | $48.6M | 0.31% | 7.4% |
| 113 | ICHR | Ichor Holdings, Ltd. | Increased | $48.5M | 0.31% | — |
| 114 | FIVN | Five9, Inc. | Increased | $48.3M | 0.31% | 12.5% |
| 115 | PRM | Perimeter Solutions, Inc. | Increased | $47.3M | 0.30% | — |
| 116 | ENVA | Enova International, Inc. | New | $46.9M | 0.30% | 10.4% |
| 117 | FRQN | Frequency Holdings, Inc. | Increased | $46.9M | 0.30% | — |
| 118 | FSLY | Fastly, Inc. | Increased | $46.7M | 0.30% | 16.5% |
| 119 | ORA | Ormat Technologies, Inc. | Decreased | $46.2M | 0.30% | — |
| 120 | KNSA | Kiniksa Pharmaceuticals International, plc | Increased | $45.9M | 0.29% | — |
| 121 | COHU | Cohu Inc. | Increased | $45.6M | 0.29% | 20.7% |
| 122 | AFRM | Affirm Holdings, Inc. | Increased | $43.8M | 0.28% | 5.3% |
| 123 | GGAL | Grupo Financiero Galicia SA | Decreased | $43.0M | 0.28% | — |
| 124 | BLZE | Backblaze, Inc. | Increased | $42.6M | 0.27% | 4.5% |
| 125 | LIVNOther Healthcare | LivaNova PLC | Decreased | $42.4M | 0.27% | 8.6% |
| 126 | MDGL | Madrigal Pharmaceuticals Inc. | Decreased | $41.9M | 0.27% | 10.0% |
| 127 | LIND | Lindblad Expeditions Holdings, Inc. | Increased | $41.4M | 0.26% | 11.8% |
| 128 | MTDR | Matador Resources Co | Decreased | $41.3M | 0.26% | — |
| 129 | NP | Neptune Insurance Holdings Inc. | Increased | $40.9M | 0.26% | — |
| 130 | ATI | Ati Inc. | Decreased | $40.4M | 0.26% | 4.1% |
| 131 | TPR | Tapestry, Inc. | Increased | $40.4M | 0.26% | — |
| 132 | TDY | Teledyne Technologies Inc. | Increased | $39.5M | 0.25% | 3.1% |
| 133 | RBRK | Rubrik, Inc. | Increased | $39.5M | 0.25% | 8.6% |
| 134 | PSMT | Pricesmart Inc. | Increased | $39.2M | 0.25% | — |
| 135 | DSGN | Design Therapeutics, Inc. | Increased | $38.5M | 0.25% | 12.6% |
| 136 | ECPG | Encore Capital Group Inc. | New | $38.2M | 0.24% | 6.0% |
| 137 | LGNZZ | Ligand Pharmaceuticals Inc. | Held | $37.5M | 0.24% | — |
| 138 | TDGMW | Tidewater Inc. | Decreased | $37.2M | 0.24% | — |
| 139 | CLDX | Celldex Therapeutics Inc. | New | $36.8M | 0.24% | — |
| 140 | NEO | Neogenomics Inc. | Increased | $36.6M | 0.23% | 14.2% |
| 141 | FCELB | Fuelcell Energy Inc. | New | $36.5M | 0.23% | — |
| 142 | GHM | Graham Corp. | Decreased | $36.3M | 0.23% | — |
| 143 | VSXY | Victoria's Secret & Co. | Decreased | $36.2M | 0.23% | 18.9% |
| 144 | RBC | RBC Bearings Inc. | Decreased | $36.1M | 0.23% | 1.6% |
| 145 | LPTH | Lightpath Technologies Inc. | Held | $35.5M | 0.23% | 17.0% |
| 146 | LGN | Legence Corp. | Decreased | $34.8M | 0.22% | 7.4% |
| 147 | PBF | PBF Energy Inc. | Increased | $34.5M | 0.22% | — |
| 148 | TH | Target Hospitality Corp. | Increased | $34.2M | 0.22% | 12.0% |
| 149 | CMPSOther Healthcare | COMPASS Pathways plc | Increased | $33.8M | 0.22% | 10.0% |
| 150 | LEGN | Legend Biotech Corporation | Increased | $33.5M | 0.21% | 22.3% |
| 151 | LEA | Lear Corp. | New | $33.4M | 0.21% | — |
| 152 | LC | LendingClub Corp. | Decreased | $33.2M | 0.21% | — |
| 153 | AXGNOther Healthcare | Axogen, Inc. | Increased | $32.7M | 0.21% | — |
| 154 | MAMA | Mama's Creations, Inc. | Increased | $32.6M | 0.21% | 5.6% |
| 155 | XPO | Xpo, Inc. | Increased | $32.5M | 0.21% | 5.4% |
| 156 | PRCH | Porch Group, Inc. | Increased | $32.3M | 0.21% | 21.4% |
| 157 | CELC | Celcuity Inc. | Increased | $31.8M | 0.20% | 31.6% |
| 158 | MEC | Mayville Engineering Company, Inc. | New | $31.7M | 0.20% | 10.0% |
| 159 | WVE | Wave Life Sciences Ltd. | Held | $31.6M | 0.20% | — |
| 160 | UEC | Uranium Energy Corp. | Decreased | $31.1M | 0.20% | 14.4% |
| 161 | GNRC | Generac Holdings Inc. | Increased | $30.8M | 0.20% | 3.5% |
| 162 | INOD | Innodata Inc. | Increased | $30.5M | 0.20% | 14.1% |
| 163 | DRUG | Bright Minds Biosciences Inc. | Held | $30.4M | 0.19% | 11.8% |
| 164 | PWR | Quanta Services, Inc. | Decreased | $30.3M | 0.19% | — |
| 165 | PRLB | Proto Labs Inc. | Held | $30.2M | 0.19% | 3.9% |
| 166 | TWLO | Twilio Inc. | New | $29.3M | 0.19% | 3.6% |
| 167 | ALNT | Allient Inc. | Decreased | $29.0M | 0.19% | 4.5% |
| 168 | BKSY-WT | BlackSky Technology Inc. | Increased | $28.9M | 0.18% | — |
| 169 | PAASF | Pan American Silver Corp. | Decreased | $28.7M | 0.18% | — |
| 170 | AXP | American Express CO | Held | $28.7M | 0.18% | 2.3% |
| 171 | MAZE | Maze Therapeutics, Inc. | Increased | $28.5M | 0.18% | 11.6% |
| 172 | TCMDOther Healthcare | Tactile Systems Technology Inc. | Increased | $27.9M | 0.18% | — |
| 173 | WWD | Woodward, Inc. | Decreased | $27.5M | 0.18% | — |
| 174 | LSCC | Lattice Semiconductor Corp. | Increased | $27.3M | 0.17% | — |
| 175 | TNDMOther Healthcare | Tandem Diabetes Care Inc. | Decreased | $27.0M | 0.17% | 21.7% |
| 176 | HLIO | Helios Technologies, Inc. | Increased | $26.7M | 0.17% | — |
| 177 | VSECU | Vse Corp. | Decreased | $26.7M | 0.17% | — |
| 178 | MAIR | Madison Air Solutions Corp. | New | $26.5M | 0.17% | 4.4% |
| 179 | Q | Qnity Electronics, Inc. | Held | $26.3M | 0.17% | — |
| 180 | COAG | Hemab Therapeutics Holdings, Inc. | New | $26.3M | 0.17% | — |
| 181 | BWA | Borgwarner Inc. | New | $26.1M | 0.17% | 5.0% |
| 182 | EXEL | Exelixis Inc. | Increased | $26.0M | 0.17% | 15.9% |
| 183 | AMBQ | Ambiq Micro, Inc. | Decreased | $25.5M | 0.16% | — |
| 184 | TKO | TKO Group Holdings, Inc. | Increased | $25.0M | 0.16% | — |
| 185 | DXPE | Dxp Enterprises Inc. | Held | $24.5M | 0.16% | 4.6% |
| 186 | BURL | Burlington Stores, Inc. | Increased | $24.4M | 0.16% | 7.9% |
| 187 | VKTX | Viking Therapeutics Inc. | Decreased | $23.8M | 0.15% | 20.4% |
| 188 | POWL | Powell Industries Inc. | Increased | $23.7M | 0.15% | 11.1% |
| 189 | CASY | Caseys General Stores Inc. | Decreased | $23.5M | 0.15% | — |
| 190 | RKLB | Rocket Lab Corp. | Decreased | $23.3M | 0.15% | 7.7% |
| 191 | WTTR | Select Water Solutions, Inc. | New | $23.2M | 0.15% | — |
| 192 | ARQT | Arcus Biosciences Inc. | Decreased | $23.0M | 0.15% | 10.8% |
| 193 | NPCEOther Healthcare | NeuroPace Inc. | Held | $23.0M | 0.15% | 2.8% |
| 194 | AEHR | Aehr Test Systems | Increased | $22.9M | 0.15% | — |
| 195 | WYFI | WhiteFiber, Inc. | Increased | $22.6M | 0.14% | — |
| 196 | ABCL | AbCellera Biologics Inc. | Decreased | $22.5M | 0.14% | 20.4% |
| 197 | TPB | Turning Point Brands, Inc. | Decreased | $22.4M | 0.14% | 13.6% |
| 198 | ARXS | Arxis, Inc. | New | $22.2M | 0.14% | 3.3% |
| 199 | ALH | Alliance Laundry Holdings Inc. | Increased | $22.0M | 0.14% | 9.8% |
| 200 | EVR | Evercore Inc. | Increased | $21.5M | 0.14% | 3.6% |
| 201 | GRDNOther Healthcare | Guardian Pharmacy Services, Inc. | Decreased | $21.4M | 0.14% | — |
| 202 | MGM | MGM Resorts International | New | $21.3M | 0.14% | 16.7% |
| 203 | RXO | Rxo, Inc. | Increased | $21.2M | 0.14% | — |
| 204 | ANDG | Andersen Group Inc. | Held | $21.2M | 0.14% | 57.9% |
| 205 | MIAX | Miami International Holdings, Inc. | Increased | $21.0M | 0.13% | 7.9% |
| 206 | IPSC | Century Therapeutics, Inc. | Increased | $21.0M | 0.13% | 16.7% |
| 207 | ATROB | Astronics Corp. | Decreased | $21.0M | 0.13% | — |
| 208 | NVMIOther Healthcare | Nova Ltd. | Decreased | $20.4M | 0.13% | 4.6% |
| 209 | USAR | USA Rare Earth, Inc. | Increased | $20.3M | 0.13% | — |
| 210 | TARS | Tarsus Pharmaceuticals Inc. | Decreased | $20.0M | 0.13% | 14.2% |
| 211 | LBRT | Liberty Energy Inc. | Decreased | $19.7M | 0.13% | 12.3% |
| 212 | MTZ | Mastec Inc. | Decreased | $19.5M | 0.12% | — |
| 213 | ALGNOther Healthcare | Align Technology Inc. | Increased | $19.4M | 0.12% | 6.8% |
| 214 | BJRI | Bjs Restaurants Inc. | New | $19.2M | 0.12% | 8.5% |
| 215 | RMBS | Rambus Inc. | Decreased | $19.2M | 0.12% | 5.1% |
| 216 | OUST | Ouster, Inc. | Increased | $19.2M | 0.12% | 8.7% |
| 217 | ASND | Ascendis Pharma A/S | Decreased | $18.7M | 0.12% | — |
| 218 | AMPX-WT | Amprius Technologies, Inc. | Decreased | $18.6M | 0.12% | — |
| 219 | ARMK | Aramark | New | $18.2M | 0.12% | 3.6% |
| 220 | RRX | Regal Rexnord Corp. | Increased | $17.6M | 0.11% | 4.8% |
| 221 | CR | Crane Co | Decreased | $17.2M | 0.11% | — |
| 222 | SION | Sionna Therapeutics, Inc. | Increased | $17.0M | 0.11% | 15.1% |
| 223 | INCY | Incyte Corporation | Increased | $16.8M | 0.11% | — |
| 224 | RVMD | Revolution Medicines Inc. | Increased | $16.7M | 0.11% | 5.7% |
| 225 | MEI | Methode Electronics Inc. | New | $16.2M | 0.10% | 7.8% |
| 226 | HUT | Hut 8 Corp. | Decreased | $16.1M | 0.10% | 11.0% |
| 227 | ELAN | Elanco Animal Health Inc. | Increased | $16.0M | 0.10% | 11.4% |
| 228 | AA | Alcoa Corp. | New | $15.5M | 0.10% | 3.5% |
| 229 | EZPW | Ezcorp Inc. | Held | $15.4M | 0.10% | 27.0% |
| 230 | NXE | NexGen Energy Ltd. | Decreased | $15.4M | 0.10% | — |
| 231 | INVLW | Innventure, Inc. | Increased | $15.1M | 0.10% | — |
| 232 | RLMD | Relmada Therapeutics, Inc. | $14.8M | 0.09% | 13.5% | |
| 233 | RYTM | Rhythm Pharmaceuticals Inc. | Decreased | $14.4M | 0.09% | 13.8% |
| 234 | SEDG | Solaredge Technologies, Inc. | New | $14.0M | 0.09% | 20.4% |
| 235 | IFS | Intercorp Financial Services Inc. | Decreased | $14.0M | 0.09% | 1.4% |
| 236 | ALSN | Allison Transmission Holdings Inc. | Decreased | $13.9M | 0.09% | — |
| 237 | FIVE | Five Below, Inc. | Decreased | $13.6M | 0.09% | — |
| 238 | BWXT | BWX Technologies, Inc. | Decreased | $13.2M | 0.08% | — |
| 239 | PDS | Precision Drilling Corp. | Increased | $12.9M | 0.08% | — |
| 240 | ALNY | Alnylam Pharmaceuticals Inc. | Decreased | $12.9M | 0.08% | 4.8% |
| 241 | ANRO | Alto Neuroscience, Inc. | Held | $12.9M | 0.08% | 9.8% |
| 242 | INIO | Innio N.V. | New | $12.5M | 0.08% | 10.0% |
| 243 | ALXO | Alx Oncology Holdings Inc. | Increased | $12.5M | 0.08% | — |
| 244 | GMTL | Guardian Metal Resources PLC | Increased | $12.0M | 0.08% | — |
| 245 | IAG | Iamgold Corp. | Decreased | $11.8M | 0.08% | — |
| 246 | VYGR | Voyager Therapeutics Inc. | Increased | $11.7M | 0.08% | — |
| 247 | UMC | United Microelectronics Corp. | Decreased | $11.7M | 0.07% | 1.5% |
| 248 | SYM | Symbotic Inc. | Increased | $11.6M | 0.07% | 28.1% |
| 249 | TBBB | Bbb Foods Inc. | Increased | $11.1M | 0.07% | — |
| 250 | CLYM | Climb Bio, Inc. | Increased | $10.3M | 0.07% | — |
| 251 | BEIGF | BeOne Medicines Ltd. | Decreased | $10.1M | 0.06% | — |
| 252 | FN | Fabrinet | Decreased | $10.1M | 0.06% | 6.1% |
| 253 | GFIOF | Gold Fields Ltd. | Increased | $10.1M | 0.06% | — |
| 254 | ANIP | Ani Pharmaceuticals Inc. | Held | $10.1M | 0.06% | 12.4% |
| 255 | LRMR | Larimar Therapeutics, Inc. | Increased | $9.6M | 0.06% | — |
| 256 | CTRN | Citi Trends Inc. | New | $9.5M | 0.06% | 17.8% |
| 257 | CUE | Cue Biopharma, Inc. | New | $9.2M | 0.06% | 9.1% |
| 258 | GRRRW | Gorilla Technology Group Inc. | New | $9.2M | 0.06% | — |
| 259 | SII | Sprott Inc. | Decreased | $9.1M | 0.06% | — |
| 260 | MNPR | Monopar Therapeutics | Increased | $7.8M | 0.05% | — |
| 261 | DTIL | Precision Biosciences Inc. | Decreased | $7.4M | 0.05% | 11.2% |
| 262 | AS | Amer Sports, Inc. | Increased | $7.2M | 0.05% | 8.7% |
| 263 | SPIR | Spire Global, Inc. | New | $6.9M | 0.04% | 11.7% |
| 264 | KRRO | Korro Bio, Inc. | $5.9M | 0.04% | 11.0% | |
| 265 | SIOther Healthcare | Shoulder Innovations, Inc. | New | $5.1M | 0.03% | — |
| 266 | KARD | Kardigan, Inc. | New | $4.8M | 0.03% | 2.1% |
| 267 | NGNE | Neurogene Inc. | Increased | $4.5M | 0.03% | 17.9% |
| 268 | IPI | Intrepid Potash, Inc. | Decreased | $4.3M | 0.03% | 2.4% |
| 269 | IVVD | Invivyd, Inc. | Decreased | $4.2M | 0.03% | — |
| 270 | ASMB | Assembly Biosciences, Inc. | New | $4.1M | 0.03% | — |
| 271 | GOOG | Alphabet Inc. | Decreased | $3.7M | 0.02% | — |
| 272 | NVDA | Nvidia Corp. | Decreased | $3.2M | 0.02% | 1.3% |
| 273 | REPX | Riley Exploration Permian, Inc. | Decreased | $2.9M | 0.02% | 3.6% |
| 274 | PBLS | Parabilis Medicines, Inc. | New | $2.7M | 0.02% | 4.2% |
| 275 | CPA | Copa Holdings, S.A. | Decreased | $1.9M | 0.01% | 4.5% |
| 276 | LLY | Eli Lilly & Co | Increased | $1.8M | 0.01% | 1.0% |
| 277 | AUGO | Aura Minerals Inc. | New | $1.8M | 0.01% | 14.8% |
| 278 | PTN | Palatin Technologies Inc. | $1.8M | 0.01% | 17.5% | |
| 279 | GDHLF | GDS Holdings Ltd. | Increased | $1.8M | 0.01% | — |
| 280 | LAR | Lithium Argentina AG | New | $1.6M | 0.01% | 3.3% |
| 281 | GLNG | Golar Lng Ltd. | Increased | $1.6M | 0.01% | — |
| 282 | RZLT | Rezolute, Inc. | Increased | $1.5M | 0.01% | — |
| 283 | MRVL | Marvell Technology, Inc. | Decreased | $1.3M | 0.01% | — |
| 284 | SGMT | Sagimet Biosciences Inc. | New | $1.3M | 0.01% | 19.1% |
| 285 | CERSOther Healthcare | Cerus Corporation | Decreased | $1.2M | 0.01% | 7.6% |
| 286 | KO | Coca Cola CO | $1.2M | 0.01% | 1.1% | |
| 287 | XOM | Exxon Mobil Corp. | $1.2M | 0.01% | 1.1% | |
| 288 | AAPL | Apple Inc. | Decreased | $1.2M | 0.01% | — |
| 289 | LRCX | Lam Research Corp. | $1.2M | 0.01% | — | |
| 290 | MSFT | Microsoft Corp. | Decreased | $1.1M | 0.01% | — |
| 291 | CGNX | Cognex Corp. | Increased | $1.0M | 0.01% | — |
| 292 | VYLD | Jpmorgan Chase & CO | $993K | 0.01% | — | |
| 293 | DPC | DPC Holdings PLC | New | $980K | 0.01% | 3.1% |
| 294 | HSIGF | Hesai Group | Decreased | $976K | 0.01% | — |
| 295 | SNOW | Snowflake Inc. | New | $917K | 0.01% | 5.6% |
| 296 | LIN | Linde Plc | $893K | 0.01% | — | |
| 297 | WELL | Welltower Inc. | $848K | 0.01% | 2.8% | |
| 298 | SPOT | Spotify Technology S.A. | Increased | $845K | 0.01% | — |
| 299 | VNET | VNET Group, Inc. | Decreased | $839K | 0.01% | — |
| 300 | UNP | Union Pacific Corp. | Increased | $811K | 0.01% | — |
| 301 | INTC | Intel Corp. | Decreased | $810K | 0.01% | 2.5% |
| 302 | KEYS | Keysight Technologies, Inc. | $753K | 0.00% | 2.1% | |
| 303 | AZN | Astrazeneca Plc | $752K | 0.00% | — | |
| 304 | EQIX | Equinix Inc. | $640K | 0.00% | 2.2% | |
| 305 | CMI | Cummins Inc. | $590K | 0.00% | 2.1% | |
| 306 | WMT | Walmart Inc. | $579K | 0.00% | 1.6% | |
| 307 | BPOPM | Popular, Inc. | New | $567K | 0.00% | — |
| 308 | MRK | Merck & Co., Inc. | $551K | 0.00% | 1.1% | |
| 309 | TFC-PR | Truist Financial Corp. | $545K | 0.00% | — | |
| 310 | MSCI | Msci Inc. | Increased | $538K | 0.00% | — |
| 311 | PEPG | PepGen Inc. | $504K | 0.00% | 8.4% | |
| 312 | EQT | EQT Corp. | Decreased | $428K | 0.00% | 3.3% |
| 313 | AMKR | Amkor Technology, Inc. | Increased | $402K | 0.00% | 14.5% |
| 314 | CRBP | Corbus Pharmaceuticals Holdings, Inc. | Increased | $366K | 0.00% | 14.2% |
| 315 | CTVA | Corteva, Inc. | $360K | 0.00% | 3.0% | |
| 316 | PLDGP | Prologis, Inc. | Decreased | $347K | 0.00% | — |
| 317 | CF | CF Industries Holdings, Inc. | Decreased | $207K | 0.00% | 6.3% |
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 2026?
Driehaus Capital held 317 biotech stocks in their 13F portfolio in Q2 2026. Their top positions include DFTX, PRAX, XENE, SIMO, SYRE. 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 2026?
Driehaus Capital's tracked biotech portfolio was worth $15.6B across 317 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 2026?
Driehaus Capital initiated 40 new positions in Q2 2026, including CDNS, BAND, FLYW, FROG, AAMI and 35 more. They also increased 163 existing positions.
What did Driehaus Capital sell in Q2 2026?
Driehaus Capital fully exited 558 positions in Q2 2026, including JBIO, KRMN, NUVL, VECO, JBTM and 553 more. They also trimmed 96 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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