In Q3 2024, Driehaus Capital held 255 positions worth $8.3B. They initiated 50 new positions and exited 280. Their largest holding was CRNX ($300.7M). Portfolio value grew +16.2% versus the prior quarter.
Portfolio Value (13F)
$8.3B
Holdings
255
Top 10 Concentration
23.0%
QoQ Change
+16.2%
Turnover
6.9%
Sector Breakdown
Q3 2024 Holdings (255)
| # | Ticker | Company | Change | Value | % of Portfolio | SI % Float ? |
|---|---|---|---|---|---|---|
| 1 | CRNX | Crinetics Pharmaceuticals Inc. | Decreased | $300.7M | 3.61% | 7.3% |
| 2 | TMDXOther Healthcare | TransMedics Group, Inc. | Decreased | $226.4M | 2.71% | 38.4% |
| 3 | IBN | Icici Bank Ltd. | Increased | $199.3M | 2.39% | 1.1% |
| 4 | PCVX | Vaxcyte Inc. | Decreased | $196.7M | 2.36% | 11.7% |
| 5 | MOD | Modine Manufacturing CO | Increased | $186.0M | 2.23% | 6.0% |
| 6 | XENE | Xenon Pharmaceuticals Inc. | Increased | $180.9M | 2.17% | 6.3% |
| 7 | FTAIN | FTAI Aviation Ltd. | Decreased | $178.3M | 2.14% | — |
| 8 | AXON | Axon Enterprise, Inc. | Decreased | $167.2M | 2.00% | 5.7% |
| 9 | APGE | Apogee Therapeutics Inc. | Increased | $148.8M | 1.78% | 7.3% |
| 10 | COHR | Coherent Corp. | Increased | $134.5M | 1.61% | 6.6% |
| 11 | MELI | Mercadolibre Inc. | Increased | $131.3M | 1.57% | 1.8% |
| 12 | GKOSOther Healthcare | Glaukos Corporation | Increased | $112.3M | 1.35% | 7.9% |
| 13 | NTRA | Natera Inc. | Decreased | $112.1M | 1.34% | 4.5% |
| 14 | GPCR | Structure Therapeutics Inc. | Decreased | $110.9M | 1.33% | 14.5% |
| 15 | MNDY | monday.com Ltd. | Decreased | $104.7M | 1.26% | 14.6% |
| 16 | SMTC | Semtech Corp. | Increased | $99.8M | 1.20% | 7.8% |
| 17 | SFM | Sprouts Farmers Market, Inc. | Increased | $99.0M | 1.19% | 18.7% |
| 18 | FN | Fabrinet | Increased | $95.8M | 1.15% | 6.1% |
| 19 | SOJF | Southern CO | Increased | $94.4M | 1.13% | — |
| 20 | TRPCF | Trip.com Group Ltd. | Increased | $88.8M | 1.06% | — |
| 21 | NUVL | Nuvalent Inc. | Increased | $88.4M | 1.06% | 6.2% |
| 22 | KNF | Knife River Corp. | Increased | $84.8M | 1.02% | 10.2% |
| 23 | WT | WisdomTree, Inc. | Increased | $84.3M | 1.01% | 17.6% |
| 24 | FIX | Comfort Systems Usa Inc. | Increased | $79.9M | 0.96% | 2.8% |
| 25 | EMBJ | Embraer S.A. | Increased | $79.5M | 0.95% | 1.1% |
| 26 | CVNA | Carvana CO. | Decreased | $78.2M | 0.94% | 12.6% |
| 27 | CRDO | Credo Technology Group Holding Ltd. | Decreased | $77.1M | 0.92% | 6.7% |
| 28 | VRNS | Varonis Systems Inc. | New | $76.2M | 0.91% | 5.7% |
| 29 | BAP | Credicorp Ltd. | Increased | $74.2M | 0.89% | 2.3% |
| 30 | AAON | Aaon, Inc. | Increased | $70.9M | 0.85% | 8.2% |
| 31 | BRBR | Bellring Brands, Inc. | Decreased | $70.6M | 0.85% | 12.1% |
| 32 | STRL | Sterling Infrastructure, Inc. | Decreased | $70.6M | 0.85% | 4.4% |
| 33 | CR | Crane Co | Increased | $70.4M | 0.84% | 2.5% |
| 34 | LTH | Life Time Group Holdings, Inc. | Increased | $68.6M | 0.82% | 8.3% |
| 35 | RYTM | Rhythm Pharmaceuticals Inc. | Increased | $68.1M | 0.82% | 15.8% |
| 36 | LRN | Stride, Inc. | Increased | $63.9M | 0.77% | 27.5% |
| 37 | KYMR | Kymera Therapeutics Inc. | Increased | $62.9M | 0.75% | 15.3% |
| 38 | EVR | Evercore Inc. | Increased | $61.0M | 0.73% | 3.2% |
| 39 | DRS | Leonardo DRS, Inc. | Decreased | $60.8M | 0.73% | 1.2% |
| 40 | ROAD | Construction Partners, Inc. | Increased | $58.1M | 0.70% | 6.7% |
| 41 | WULF | Terawulf Inc. | Increased | $57.7M | 0.69% | 28.1% |
| 42 | ALKT | Alkami Technology, Inc. | Increased | $56.6M | 0.68% | 8.9% |
| 43 | ITGR | Integer Holdings Corp. | Increased | $55.6M | 0.67% | 11.0% |
| 44 | HCIIP | HCI Group, Inc. | Decreased | $55.6M | 0.67% | — |
| 45 | PLMR | Palomar Holdings, Inc. | Increased | $55.0M | 0.66% | 3.4% |
| 46 | ATI | Ati Inc. | Increased | $54.6M | 0.66% | 5.3% |
| 47 | SITM | Sitime Corp. | Increased | $53.2M | 0.64% | 7.5% |
| 48 | BROS | Dutch Bros Inc. | Decreased | $53.0M | 0.64% | 50.5% |
| 49 | EWTX | Edgewise Therapeutics, Inc. | Increased | $52.1M | 0.63% | 14.6% |
| 50 | GLOB | Globant S.A. | Increased | $50.5M | 0.61% | 28.3% |
| 51 | SPXC | SPX Technologies, Inc. | Decreased | $50.4M | 0.60% | 4.2% |
| 52 | SKWD | Skyward Specialty Insurance Group, Inc. | Decreased | $50.3M | 0.60% | 4.8% |
| 53 | GGAL | Grupo Financiero Galicia SA | Increased | $50.2M | 0.60% | 18.9% |
| 54 | KMPB | Kemper Corp. | Decreased | $48.9M | 0.59% | — |
| 55 | NTNX | Nutanix, Inc. | Decreased | $48.9M | 0.59% | 6.0% |
| 56 | CCJ | Cameco Corp. | Decreased | $48.7M | 0.58% | — |
| 57 | BEKE | KE Holdings Inc. | Increased | $48.4M | 0.58% | 4.8% |
| 58 | WVE | Wave Life Sciences Ltd. | Increased | $48.0M | 0.58% | 11.6% |
| 59 | MGNI | Magnite, Inc. | Increased | $47.3M | 0.57% | 8.6% |
| 60 | VSOGF | Vista Energy, S.A.B. de C.V. | Decreased | $47.2M | 0.57% | — |
| 61 | ALSN | Allison Transmission Holdings Inc. | New | $46.2M | 0.55% | 3.9% |
| 62 | SKY | Champion Homes, Inc. | New | $46.1M | 0.55% | 6.3% |
| 63 | ESI | Element Solutions Inc. | Increased | $45.5M | 0.55% | 4.3% |
| 64 | PAASF | Pan American Silver Corp. | Increased | $44.4M | 0.53% | — |
| 65 | APLD | Applied Digital Corp. | Increased | $44.0M | 0.53% | 20.5% |
| 66 | RARE | Ultragenyx Pharmaceutical Inc. | Increased | $43.5M | 0.52% | 21.4% |
| 67 | TMOOther Healthcare | Thermo Fisher Scientific Inc. | Increased | $42.2M | 0.51% | 1.5% |
| 68 | QNST | Quinstreet, Inc. | Increased | $41.5M | 0.50% | 13.6% |
| 69 | ADMA | ADMA Biologics Inc. | Decreased | $41.1M | 0.49% | 11.3% |
| 70 | MAX | MediaAlpha, Inc. | Increased | $40.7M | 0.49% | 9.4% |
| 71 | ENVX | Enovix Corp. | Increased | $40.5M | 0.49% | 27.1% |
| 72 | RNA | Avidity Biosciences Inc. | Increased | $40.0M | 0.48% | — |
| 73 | TBBB | Bbb Foods Inc. | Increased | $40.0M | 0.48% | 4.4% |
| 74 | VRTX | Vertex Pharmaceuticals Inc. | Increased | $39.5M | 0.47% | 2.0% |
| 75 | UEC | Uranium Energy Corp. | Decreased | $38.8M | 0.46% | 14.8% |
| 76 | LNTH | Lantheus Holdings Inc. | Increased | $38.2M | 0.46% | 6.8% |
| 77 | CRS | Carpenter Technology Corp. | Increased | $37.7M | 0.45% | 3.0% |
| 78 | FTI | TechnipFMC plc | Decreased | $37.0M | 0.44% | 3.5% |
| 79 | DRUG | Bright Minds Biosciences Inc. | New | $35.6M | 0.43% | 11.6% |
| 80 | CNTA | Centessa Pharmaceuticals plc | Increased | $34.6M | 0.41% | 1.2% |
| 81 | RXO | Rxo, Inc. | Increased | $34.4M | 0.41% | 25.0% |
| 82 | BOOT | Boot Barn Holdings, Inc. | Increased | $33.8M | 0.41% | 10.2% |
| 83 | TNDMOther Healthcare | Tandem Diabetes Care Inc. | Decreased | $33.0M | 0.40% | 25.7% |
| 84 | VITL | Vital Farms, Inc. | Increased | $32.9M | 0.39% | 29.1% |
| 85 | LOAR | Loar Holdings Inc. | Increased | $32.4M | 0.39% | 16.0% |
| 86 | ARLO | Arlo Technologies, Inc. | Increased | $32.2M | 0.39% | 13.7% |
| 87 | OSW | Onespaworld Holdings Ltd. | Held | $31.1M | 0.37% | 7.0% |
| 88 | PWR | Quanta Services, Inc. | Held | $30.5M | 0.37% | 2.4% |
| 89 | SAIA | Saia Inc. | Decreased | $30.4M | 0.36% | 4.5% |
| 90 | KRYS | Krystal Biotech Inc. | Increased | $29.7M | 0.36% | 19.2% |
| 91 | AVAV | AeroVironment Inc. | Increased | $29.6M | 0.35% | 12.8% |
| 92 | CMPS | COMPASS Pathways plc | New | $29.5M | 0.35% | 12.5% |
| 93 | BLBD | Blue Bird Corp. | Increased | $29.1M | 0.35% | 16.6% |
| 94 | OSCR | Oscar Health, Inc. | Increased | $29.0M | 0.35% | 6.5% |
| 95 | NRIX | Nurix Therapeutics Inc. | Held | $28.9M | 0.35% | 16.3% |
| 96 | WIX | Wix.com Ltd. | Increased | $28.8M | 0.35% | 18.8% |
| 97 | CDNA | CareDx Inc. | Increased | $28.3M | 0.34% | 13.0% |
| 98 | BV | BrightView Holdings, Inc. | Increased | $28.2M | 0.34% | 33.9% |
| 99 | PRCTOther Healthcare | PROCEPT BioRobotics Corp. | Held | $28.2M | 0.34% | 13.3% |
| 100 | MRCY | Mercury Systems Inc. | Held | $26.1M | 0.31% | 9.5% |
| 101 | ITCI | Intra-Cellular Therapies Inc. | Increased | $25.6M | 0.31% | — |
| 102 | MBX | MBX Biosciences, Inc. | New | $25.5M | 0.31% | 12.9% |
| 103 | MTH | Meritage Homes Corp. | Increased | $25.2M | 0.30% | 9.0% |
| 104 | ARGX | argenx SE | Increased | $24.7M | 0.30% | 2.2% |
| 105 | LMATOther Healthcare | Lemaitre Vascular Inc. | Held | $24.7M | 0.30% | 9.6% |
| 106 | FLS | Flowserve Corp. | New | $24.0M | 0.29% | 7.2% |
| 107 | AGYS | Agilysys Inc. | Held | $24.0M | 0.29% | 7.4% |
| 108 | RXSTOther Healthcare | RxSight Inc. | Decreased | $23.3M | 0.28% | 10.4% |
| 109 | TOL | Toll Brothers, Inc. | New | $23.2M | 0.28% | 5.5% |
| 110 | AVPT | AvePoint, Inc. | Increased | $22.2M | 0.27% | 7.0% |
| 111 | MNMD | Mind Medicine Inc. | Increased | $22.2M | 0.27% | — |
| 112 | DECK | Deckers Outdoor Corp. | Increased | $22.1M | 0.27% | 9.7% |
| 113 | CNNE | Cannae Holdings, Inc. | Increased | $21.9M | 0.26% | 10.3% |
| 114 | GWRE | Guidewire Software, Inc. | Increased | $21.9M | 0.26% | 4.0% |
| 115 | FHN-PH | First Horizon Corp. | Increased | $21.8M | 0.26% | — |
| 116 | IBP | Installed Building Products, Inc. | Increased | $21.7M | 0.26% | 7.9% |
| 117 | TKO | TKO Group Holdings, Inc. | Increased | $20.3M | 0.24% | 11.3% |
| 118 | SYRE | Spyre Therapeutics, Inc. | $20.2M | 0.24% | 15.4% | |
| 119 | BURL | Burlington Stores, Inc. | Increased | $20.2M | 0.24% | 9.4% |
| 120 | ONTO | Onto Innovation Inc. | Decreased | $20.2M | 0.24% | 7.7% |
| 121 | WGSWWOther Healthcare | GeneDx Holdings Corp. | Increased | $20.1M | 0.24% | — |
| 122 | PTGX | Protagonist Therapeutics Inc. | Decreased | $20.0M | 0.24% | 16.8% |
| 123 | HWM | Howmet Aerospace Inc. | Increased | $19.6M | 0.24% | 2.6% |
| 124 | XYL | Xylem Inc. | Held | $19.4M | 0.23% | 5.8% |
| 125 | DOCU | Docusign, Inc. | New | $19.2M | 0.23% | 8.1% |
| 126 | AXP | American Express CO | Decreased | $19.1M | 0.23% | 2.1% |
| 127 | BWXT | BWX Technologies, Inc. | New | $19.0M | 0.23% | 4.5% |
| 128 | GENI | Genius Sports Ltd. | Increased | $18.6M | 0.22% | 15.5% |
| 129 | GDEN | Golden Entertainment, Inc. | $18.4M | 0.22% | 4.0% | |
| 130 | UPST | Upstart Holdings, Inc. | New | $18.3M | 0.22% | 33.6% |
| 131 | KNSA | Kiniksa Pharmaceuticals International, plc | Increased | $18.3M | 0.22% | 9.4% |
| 132 | FICO | Fair Isaac Corp. | Decreased | $18.3M | 0.22% | 12.5% |
| 133 | HOOD | Robinhood Markets, Inc. | Held | $18.2M | 0.22% | 5.1% |
| 134 | ATXS | Astria Therapeutics Inc. | Decreased | $17.8M | 0.21% | — |
| 135 | BLFY | Blue Foundry Bancorp | $17.6M | 0.21% | 3.8% | |
| 136 | AFRM | Affirm Holdings, Inc. | New | $17.6M | 0.21% | 6.1% |
| 137 | TERN | Terns Pharmaceuticals Inc. | Increased | $17.4M | 0.21% | 7.0% |
| 138 | RGLD | Royal Gold Inc. | Held | $17.4M | 0.21% | 3.0% |
| 139 | ASND | Ascendis Pharma A/S | Increased | $17.1M | 0.20% | 6.3% |
| 140 | PI | Impinj Inc. | Increased | $16.8M | 0.20% | 13.0% |
| 141 | CECO | Ceco Environmental Corp. | Held | $16.7M | 0.20% | 3.7% |
| 142 | TOST | Toast, Inc. | Increased | $16.4M | 0.20% | 6.8% |
| 143 | RSI | Rush Street Interactive, Inc. | Increased | $15.2M | 0.18% | 9.0% |
| 144 | WSC | WillScot Holdings Corp. | $15.1M | 0.18% | 12.2% | |
| 145 | HBM | Hudbay Minerals Inc. | Held | $15.1M | 0.18% | — |
| 146 | QXO-PB | Qxo, Inc. | New | $14.4M | 0.17% | — |
| 147 | CASH | Pathward Financial, Inc. | New | $13.5M | 0.16% | 16.7% |
| 148 | WRBY | Warby Parker Inc. | Held | $13.3M | 0.16% | 20.9% |
| 149 | POWL | Powell Industries Inc. | Decreased | $12.7M | 0.15% | 11.1% |
| 150 | PWP | Perella Weinberg Partners | New | $12.6M | 0.15% | 12.7% |
| 151 | LC | LendingClub Corp. | New | $12.5M | 0.15% | 5.1% |
| 152 | GLNG | Golar Lng Ltd. | Held | $12.5M | 0.15% | 11.8% |
| 153 | VCYT | Veracyte, Inc. | Increased | $12.3M | 0.15% | 15.0% |
| 154 | INSM | Insmed Incorporated | Increased | $12.2M | 0.15% | 7.1% |
| 155 | HLMN | Hillman Solutions Corp. | $12.2M | 0.15% | 2.8% | |
| 156 | SEZL | Sezzle Inc. | New | $11.9M | 0.14% | 24.0% |
| 157 | BLDR | Builders FirstSource, Inc. | Increased | $11.5M | 0.14% | 10.2% |
| 158 | FANG | Diamondback Energy, Inc. | Increased | $11.3M | 0.14% | 3.8% |
| 159 | AR | Antero Resources Corp. | Decreased | $11.2M | 0.13% | 4.5% |
| 160 | AMD | Advanced Micro Devices Inc. | Decreased | $10.9M | 0.13% | 2.4% |
| 161 | IPSC | Century Therapeutics, Inc. | Increased | $10.7M | 0.13% | 16.3% |
| 162 | PODDOther Healthcare | Insulet Corp. | Increased | $10.6M | 0.13% | 8.7% |
| 163 | TWFG | Twfg, Inc. | New | $10.4M | 0.13% | 10.4% |
| 164 | CALX | Calix, Inc. | Increased | $10.0M | 0.12% | 11.9% |
| 165 | BVSOther Healthcare | Bioventus Inc. | New | $10.0M | 0.12% | 6.7% |
| 166 | GPOR | Gulfport Energy Corp. | Decreased | $9.8M | 0.12% | 9.3% |
| 167 | LGNZZ | Ligand Pharmaceuticals Inc. | New | $9.6M | 0.11% | — |
| 168 | PRAX | Praxis Precision Medicines, Inc. | Decreased | $9.6M | 0.11% | 15.0% |
| 169 | OMCLOther Healthcare | Omnicell, Inc. | New | $9.4M | 0.11% | 9.7% |
| 170 | IONS | Ionis Pharmaceuticals Inc. | New | $9.2M | 0.11% | 17.9% |
| 171 | BLD | TopBuild Corp. | Increased | $9.1M | 0.11% | 8.3% |
| 172 | NXE | NexGen Energy Ltd. | Decreased | $9.0M | 0.11% | — |
| 173 | ALNY | Alnylam Pharmaceuticals Inc. | Held | $8.9M | 0.11% | 7.7% |
| 174 | EVER | EverQuote, Inc. | Decreased | $8.8M | 0.11% | 29.6% |
| 175 | LRMR | Larimar Therapeutics, Inc. | Decreased | $8.4M | 0.10% | 22.9% |
| 176 | NBIX | Neurocrine Biosciences Inc. | Held | $8.2M | 0.10% | 7.5% |
| 177 | UUUU | Energy Fuels Inc. | Increased | $8.1M | 0.10% | 21.4% |
| 178 | KRNT | Kornit Digital Ltd. | New | $8.1M | 0.10% | 1.4% |
| 179 | SN | SharkNinja, Inc. | New | $7.7M | 0.09% | 14.3% |
| 180 | ORKA | Oruka Therapeutics, Inc. | New | $7.6M | 0.09% | 17.1% |
| 181 | CGON | CG Oncology, Inc. | Increased | $7.5M | 0.09% | 12.0% |
| 182 | INCY | Incyte Corporation | Held | $7.4M | 0.09% | 8.4% |
| 183 | DAWN | Day One Biopharmaceuticals Inc. | Decreased | $7.3M | 0.09% | 7.5% |
| 184 | SOC | Sable Offshore Corp. | New | $7.3M | 0.09% | 36.1% |
| 185 | ILMNOther Healthcare | Illumina Inc. | New | $7.0M | 0.08% | 10.3% |
| 186 | WEAV | Weave Communications, Inc. | Increased | $6.9M | 0.08% | 7.5% |
| 187 | GRDNOther Healthcare | Guardian Pharmacy Services, Inc. | New | $6.9M | 0.08% | 4.9% |
| 188 | VKTX | Viking Therapeutics Inc. | New | $6.6M | 0.08% | 21.4% |
| 189 | BIRK | Birkenstock Holding plc | New | $6.5M | 0.08% | 13.4% |
| 190 | MMYT | MakeMyTrip Ltd. | Increased | $6.3M | 0.08% | 14.2% |
| 191 | GXO | GXO Logistics, Inc. | $6.0M | 0.07% | 7.3% | |
| 192 | NEO | Neogenomics Inc. | Increased | $5.7M | 0.07% | 13.0% |
| 193 | CUBB | Customers Bancorp, Inc. | Decreased | $5.7M | 0.07% | — |
| 194 | LAUR | Laureate Education, Inc. | Increased | $5.7M | 0.07% | 3.9% |
| 195 | PACK | Ranpak Holdings Corp. | Increased | $5.6M | 0.07% | 5.3% |
| 196 | CSW | Csw Industrials, Inc. | New | $5.5M | 0.07% | 7.8% |
| 197 | HYAC-WT | Haymaker Acquisition Corp. 4 | Increased | $5.4M | 0.06% | — |
| 198 | AAPL | Apple Inc. | Held | $5.2M | 0.06% | 0.8% |
| 199 | KRRO | Korro Bio, Inc. | Increased | $5.2M | 0.06% | 12.7% |
| 200 | AXGNOther Healthcare | Axogen, Inc. | New | $5.0M | 0.06% | 9.1% |
| 201 | VERA | Vera Therapeutics Inc. | Decreased | $4.7M | 0.06% | 27.2% |
| 202 | PLOW | Douglas Dynamics, Inc. | New | $4.5M | 0.05% | 3.3% |
| 203 | TVTX | Travere Therapeutics Inc. | New | $4.4M | 0.05% | 17.5% |
| 204 | NGNE | Neurogene Inc. | $4.3M | 0.05% | 29.5% | |
| 205 | NVDA | Nvidia Corp. | Increased | $4.3M | 0.05% | 1.3% |
| 206 | MSFT | Microsoft Corp. | Decreased | $3.4M | 0.04% | 0.8% |
| 207 | CLYM | Climb Bio, Inc. | Decreased | $3.1M | 0.04% | 23.9% |
| 208 | CRBP | Corbus Pharmaceuticals Holdings, Inc. | Increased | $2.6M | 0.03% | 18.1% |
| 209 | BEIGF | BeOne Medicines Ltd. | Increased | $2.6M | 0.03% | — |
| 210 | SKYE | Skye Bioscience, Inc. | $2.5M | 0.03% | 4.7% | |
| 211 | BRCB | Black Rock Coffee Bar, Inc. | Decreased | $2.4M | 0.03% | 9.7% |
| 212 | GAUZ | Gauzy Ltd. | Decreased | $2.4M | 0.03% | 0.8% |
| 213 | ADPT | Adaptive Biotechnologies Corporation | New | $2.2M | 0.03% | 9.4% |
| 214 | XOM | Exxon Mobil Corp. | Decreased | $1.7M | 0.02% | 1.1% |
| 215 | OVID | Ovid Therapeutics Inc. | $1.7M | 0.02% | 11.1% | |
| 216 | GOOG | Alphabet Inc. | Decreased | $1.6M | 0.02% | — |
| 217 | AVGO | Broadcom Inc. | Increased | $1.5M | 0.02% | 1.2% |
| 218 | VINP | Vinci Compass Investments Ltd. | $1.5M | 0.02% | 1.0% | |
| 219 | UBER | Uber Technologies, Inc. | Increased | $1.3M | 0.02% | 2.5% |
| 220 | CTNM | Contineum Therapeutics, Inc. | $1.3M | 0.02% | 9.4% | |
| 221 | ORIC | ORIC Pharmaceuticals Inc. | Decreased | $1.2M | 0.01% | 15.9% |
| 222 | SPOT | Spotify Technology S.A. | Decreased | $1.2M | 0.01% | 2.7% |
| 223 | MSI | Motorola Solutions, Inc. | Decreased | $1.2M | 0.01% | 2.3% |
| 224 | TTD | Trade Desk, Inc. | Decreased | $1.2M | 0.01% | 23.0% |
| 225 | LLY | Eli Lilly & Co | Decreased | $1.1M | 0.01% | 0.8% |
| 226 | LIN | Linde Plc | Decreased | $1.0M | 0.01% | 1.3% |
| 227 | GLD | Spdr Gold Trust | Increased | $965K | 0.01% | — |
| 228 | AZN | Astrazeneca Plc | Decreased | $775K | 0.01% | 0.2% |
| 229 | AEM | Agnico Eagle Mines Ltd. | New | $765K | 0.01% | 1.3% |
| 230 | NOW | ServiceNow, Inc. | Decreased | $722K | 0.01% | 2.9% |
| 231 | ROP | Roper Technologies Inc. | $697K | 0.01% | 5.3% | |
| 232 | NET | Cloudflare, Inc. | Increased | $689K | 0.01% | 2.7% |
| 233 | CASY | Caseys General Stores Inc. | New | $659K | 0.01% | 5.2% |
| 234 | TFC-PR | Truist Financial Corp. | Increased | $652K | 0.01% | — |
| 235 | UNHOther Healthcare | Unitedhealth Group Inc. | Increased | $613K | 0.01% | 2.0% |
| 236 | SYKOther Healthcare | Stryker Corp. | Increased | $594K | 0.01% | 1.6% |
| 237 | CCXIW | Churchill Capital Corp XI | $504K | 0.01% | — | |
| 238 | BHPLF | BHP Group Ltd. | New | $502K | 0.01% | — |
| 239 | SNPS | Synopsys Inc. | Increased | $491K | 0.01% | 2.6% |
| 240 | LABOther Healthcare | Standard Biotools Inc. | $456K | 0.01% | 1.1% | |
| 241 | USFD | US Foods Holding Corp. | New | $455K | 0.01% | 7.2% |
| 242 | MRVL | Marvell Technology, Inc. | New | $429K | 0.01% | 3.2% |
| 243 | LMT | Lockheed Martin Corp. | New | $428K | 0.01% | 1.4% |
| 244 | ALAB | Astera Labs, Inc. | New | $414K | 0.00% | 6.9% |
| 245 | CTAS | Cintas Corp. | New | $399K | 0.00% | 4.2% |
| 246 | CAT | Caterpillar Inc. | New | $357K | 0.00% | 1.9% |
| 247 | GLPGF | Galapagos NV | $323K | 0.00% | — | |
| 248 | BSXOther Healthcare | Boston Scientific Corp. | Increased | $316K | 0.00% | 2.9% |
| 249 | SU | Suncor Energy Inc. | Decreased | $310K | 0.00% | — |
| 250 | HLT | Hilton Worldwide Holdings Inc. | New | $296K | 0.00% | 2.9% |
| 251 | TMUSL | T-Mobile US, Inc. | New | $294K | 0.00% | — |
| 252 | AVB | Avalonbay Communities Inc. | New | $276K | 0.00% | 3.6% |
| 253 | EQR | Equity Residential | New | $254K | 0.00% | 3.1% |
| 254 | ELVOther Healthcare | Elevance Health, Inc. | New | $237K | 0.00% | 2.5% |
| 255 | PGYWW | Pagaya Technologies Ltd. | New | $89K | 0.00% | — |
Top Movers This Quarter
Share changes reflect active decisions. Value changes include price moves.
Frequently asked questions
What stocks did Driehaus Capital own in Q3 2024?
Driehaus Capital held 255 biotech stocks in their 13F portfolio in Q3 2024. Their top positions include CRNX, TMDX, IBN, PCVX, MOD. 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 Q3 2024?
Driehaus Capital's tracked biotech portfolio was worth $8.3B across 255 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 Q3 2024?
Driehaus Capital initiated 50 new positions in Q3 2024, including VRNS, ALSN, SKY, DRUG, CMPS and 45 more. They also increased 125 existing positions.
What did Driehaus Capital sell in Q3 2024?
Driehaus Capital fully exited 280 positions in Q3 2024, including TTEK, MNESP, ITUB, XPEL, WING and 275 more. They also trimmed 65 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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