Driehaus Capital Management Portfolio holdings
Driehaus Capital Management is a growth equity manager founded in 1982 by Richard Driehaus, an American investor often called the father of momentum investing. Its stock funds look for companies whose earnings growth is picking up, on the view that markets tend to misprice shares after such a turn. Richard Driehaus later founded Driehaus Mutual Funds in 1996. The firm is majority-owned by Driehaus Capital Holdings, which belongs to entities related to its late founder, and its clients include pension plans, endowments, foundations, family offices and the Driehaus mutual funds.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cadence Design Systems
CDNS
|
+$103M |
| 2 |
Credo Technology Group
CRDO
|
+$102M |
| 3 |
Vicor
VICR
|
+$83.8M |
| 4 |
Cipher Digital
CIFR
|
+$74.9M |
| 5 |
Ceco Environmental
CECO
|
+$72.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fabrinet
FN
|
+$240M |
| 2 |
Lumentum
LITE
|
+$130M |
| 3 |
Bloom Energy
BE
|
+$118M |
| 4 |
TSMC
TSM
|
+$114M |
| 5 |
Coherent
COHR
|
+$90.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 27.73% |
| 2 | Technology | 23.9% |
| 3 | Industrials | 20.73% |
| 4 | Financials | 9.01% |
| 5 | Consumer Discretionary | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
201
TKO Group
TKO
$14.1B
| $25M | 0.14% |
124,029
+7,701
| +7% | +$1.5M |
2024 Q3
7 quarters
|
|
202
Entravision Communication
EVC
$870M
| $25M | 0.14% |
+1,913,845
| New | +$13.6M |
2026 Q2
0 quarters
|
|
203
DXP Enterprises
DXPE
$2.38B
| $24.5M | 0.14% |
145,089
+468
| +0.3% | +$73.8K |
2025 Q3
3 quarters
|
|
204
Burlington
BURL
$15.8B
| $24.4M | 0.14% |
76,920
+32,001
| +71% | +$10.3M |
2026 Q1
1 quarter
|
|
205
C.H. Robinson
CHRW
$15.6B
| $24.3M | 0.14% |
129,125
+34,890
| +37% | +$6.2M |
2025 Q3
3 quarters
|
|
206
Viking Holdings
VIK
$39.7B
| $23.8M | 0.14% |
227,007
-66,235
| -23% | -$5.73M |
2024 Q3
7 quarters
|
|
207
Powell Industries
POWL
$5.17B
| $23.7M | 0.14% |
82,686
-68,388
| -45% | -$18.6M |
2025 Q3
3 quarters
|
|
208
Casey's General Stores
CASY
$26.1B
| $23.5M | 0.14% |
29,509
-18,446
| -38% | -$14.9M |
2024 Q3
7 quarters
|
|
209
Rocket Lab Corp
RKLB
$43.1B
| $23.3M | 0.13% |
228,938
-174,338
| -43% | -$17.4M |
2025 Q2
4 quarters
|
|
210
Select Water Solutions
WTTR
$2.23B
| $23.2M | 0.13% |
+1,161,973
| New | +$20.3M |
2026 Q2
0 quarters
|
|
211
Arcutis Biotherapeutics
ARQT
$3.48B
| $23M | 0.13% |
878,426
-1,347,603
| -61% | -$31.4M |
2024 Q4
6 quarters
|
|
212
Neuropace
NPCE
$413M
| $23M | 0.13% |
1,447,391
-4,220
| -0.3% | -$67.9K |
2025 Q1
5 quarters
|
|
213
Aehr Test Systems
AEHR
$2B
| $22.9M | 0.13% |
+238,422
| New | +$21.8M |
2026 Q2
0 quarters
|
|
214
WhiteFiber Inc
WYFI
$468M
| $22.6M | 0.13% |
+582,371
| New | +$14.1M |
2026 Q2
0 quarters
|
|
215
AbCellera Biologics
ABCL
$3.8B
| $22.5M | 0.13% |
2,864,729
-1,160,050
| -29% | -$5.67M |
2025 Q2
4 quarters
|
|
216
Turning Point Brands
TPB
$1.11B
| $22.4M | 0.13% |
263,920
-378,811
| -59% | -$31.4M |
2025 Q2
4 quarters
|
|
217
Arxis Inc
ARXS
$23.2B
| $22.2M | 0.13% |
+480,898
| New | +$18.8M |
2026 Q2
0 quarters
|
|
218
Alliance Laundry Holdings
ALH
$4.67B
| $22M | 0.13% |
830,240
+9,329
| +1% | +$233K |
2025 Q4
2 quarters
|
|
219
JB Hunt Transport Services
JBHT
$21.2B
| $21.5M | 0.12% |
+74,171
| New | +$19M |
2026 Q2
0 quarters
|
|
220
Evercore
EVR
$11.2B
| $21.5M | 0.12% |
+62,852
| New | +$21.5M |
2026 Q2
0 quarters
|
|
221
Guardian Pharmacy Services
GRDN
$3.13B
| $21.4M | 0.12% |
510,161
-78,960
| -13% | -$3.06M |
2024 Q3
7 quarters
|
|
222
MGM Resorts International
MGM
$8.41B
| $21.3M | 0.12% |
+445,057
| New | +$18.5M |
2026 Q2
0 quarters
|
|
223
RXO
RXO
$4.67B
| $21.2M | 0.12% |
+768,555
| New | +$17M |
2026 Q2
0 quarters
|
|
224
Andersen Group
ANDG
$1.28B
| $21.2M | 0.12% |
562,112
+1,905
| +0.3% | +$67.2K |
2025 Q4
2 quarters
|
|
225
Miami International Holdings
MIAX
$3.61B
| $21M | 0.12% |
566,052
+169,354
| +43% | +$7.57M |
2025 Q3
3 quarters
|
|
Similar funds
Driehaus Capital Management's Q2 2026 Portfolio in Review
As of Q2 2026, Driehaus Capital Management held 439 positions worth $17.3B, up 27% from $13.6B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Driehaus Capital Management's Q2 2026 filing shows 84 new, 139 increased, 108 reduced and 85 closed positions. Its largest new stake was Cadence Design Systems: 293,693 shares worth $110M. The largest sale was Fabrinet, an estimated $240M.
By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 27% a quarter earlier, followed by Technology and Industrials.
- Driehaus Capital Management's largest Q2 2026 buy was Cadence Design Systems: 293,693 shares worth $110M.
- Driehaus Capital Management added most to Vicor in Q2 2026, an estimated $83.8M increase.
- Driehaus Capital Management's biggest Q2 2026 reduction was Fabrinet, cutting an estimated $240M.
- Driehaus Capital Management fully exited National Vision in Q2 2026, selling an estimated $89.9M.
- Driehaus Capital Management's ten largest holdings make up 16% of its $17.3B portfolio in Q2 2026.
- Driehaus Capital Management opened 84 new positions and closed 85 in Q2 2026.
- Driehaus Capital Management's portfolio value rose 27% quarter-over-quarter to $17.3B.
Based on Driehaus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.