Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
TAIWAN SEMICONDUCTOR SP ADR | 3,573,474 | +499,046 | $371,641 |
TSM | 3,573,474 | +499,046 | $371,641 |
XENON PHARMACEUTICALS INC | 4,345,180 | -167,825 | $200,139 |
XENE | 4,345,180 | -167,825 | $200,139 |
CRINETICS PHARMACEUTICALS IN | 5,039,957 | -92,330 | $179,322 |
CRNX | 5,039,957 | -92,330 | $179,322 |
CAMTEK LTD | 2,049,507 | +636,997 | $142,195 |
CAMT | 2,049,507 | +636,997 | $142,195 |
CAMECO CORP | 3,192,531 | -709,563 | $137,641 |
CCJ | 3,192,531 | -709,563 | $137,641 |
SUPER MICRO COMPUTER INC | 446,128 | -17,989 | $126,816 |
SMCI | 446,128 | -17,989 | $126,816 |
ICICI BANK LTD SPON ADR | 5,177,575 | -468,016 | $123,433 |
IBN | 5,177,575 | -468,016 | $123,433 |
VAXCYTE INC | 1,674,368 | +350,484 | $105,150 |
PCVX | 1,674,368 | +350,484 | $105,150 |
STRUCTURE THERAPEUTICS INC | $104,141 | ||
GPCR | 2,599,079 | +210,203 | $105,938 |
Put | 158,000 | +158,000 | $1,797 |
FTAI AVIATION LTD | 2,149,231 | +80,129 | $99,724 |
FTAI | 2,149,231 | +80,129 | $99,724 |
BELLRING BRANDS INC CLASS A | 1,793,725 | +155,664 | $99,426 |
BRBR | 1,793,725 | +155,664 | $99,426 |
AXON ENTERPRISE INC | 343,377 | +34,297 | $88,705 |
AXON | 343,377 | +34,297 | $88,705 |
SAIA INC | 201,446 | +28,279 | $88,278 |
SAIA | 201,446 | +28,279 | $88,278 |
ONTO INNOVATION INC | 569,911 | +190,666 | $87,139 |
ONTO | 569,911 | +190,666 | $87,139 |
TRANSMEDICS GROUP INC | 1,090,507 | +89,595 | $86,074 |
TMDX | 1,090,507 | +89,595 | $86,074 |
MONDAY.COM LTD | 431,722 | -47,944 | $81,082 |
MNDY | 431,722 | -47,944 | $81,082 |
WISDOMTREE INDIA EARNINGS | 1,927,795 | UNCH | $79,040 |
EPI | 1,927,795 | UNCH | $79,040 |
FOMENTO ECONOMICO MEX SP ADR | 595,481 | +74,306 | $77,621 |
FMX | 595,481 | +74,306 | $77,621 |
ELF BEAUTY INC | 535,603 | -203,876 | $77,309 |
ELF | 535,603 | -203,876 | $77,309 |
CYBERARK SOFTWARE LTD ISRAEL | 334,942 | +67,570 | $73,369 |
CYBR | 334,942 | +67,570 | $73,369 |
GITLAB INC CL A | 1,147,197 | +417,635 | $72,228 |
GTLB | 1,147,197 | +417,635 | $72,228 |
ATI INC | 1,548,353 | -618,451 | $70,404 |
ATI | 1,548,353 | -618,451 | $70,404 |
NUVALENT INC A | 937,728 | -301,675 | $69,007 |
NUVL | 937,728 | -301,675 | $69,007 |
PDD Holdings Inc | 463,956 | +463,956 | $67,881 |
PDD | 463,956 | +463,956 | $67,881 |
FEDERAL SIGNAL CORP | 863,836 | +28,232 | $66,291 |
FSS | 863,836 | +28,232 | $66,291 |
FABRINET | 338,125 | +177,861 | $64,355 |
FN | 338,125 | +177,861 | $64,355 |
URANIUM ENERGY CORP | 8,981,181 | +5,265,263 | $57,480 |
UEC | 8,981,181 | +5,265,263 | $57,480 |
WINGSTOP INC | 222,520 | +191,188 | $57,094 |
WING | 222,520 | +191,188 | $57,094 |
MODINE MANUFACTURING CO | 953,348 | +200,371 | $56,915 |
MOD | 953,348 | +200,371 | $56,915 |
FLUOR CORP | 1,418,519 | +477,229 | $55,563 |
FLR | 1,418,519 | +477,229 | $55,563 |
NEW ORIENTAL EDUCATIO SP ADR | 753,362 | -320,209 | $55,206 |
EDU | 753,362 | -320,209 | $55,206 |
APPLIED OPTOELECTRONICS INC | 2,766,318 | +1,386,054 | $53,445 |
AAOI | 2,766,318 | +1,386,054 | $53,445 |
DUOLINGO | 233,566 | +4,644 | $52,984 |
DUOL | 233,566 | +4,644 | $52,984 |
RAMBUS INC | 772,842 | +163,851 | $52,746 |
RMBS | 772,842 | +163,851 | $52,746 |
STERLING INFRASTRUCTURE INC | 589,862 | +226,370 | $51,867 |
STRL | 589,862 | +226,370 | $51,867 |
WESTERN ALLIANCE BANCORP | 782,837 | +782,837 | $51,503 |
WAL | 782,837 | +782,837 | $51,503 |
VALE SA SP ADR | 3,181,027 | +649,509 | $50,451 |
VALE | 3,181,027 | +649,509 | $50,451 |
SOUTHERN COPPER CORP | 568,675 | +256,407 | $48,946 |
SCCO | 568,675 | +256,407 | $48,946 |
APPFOLIO INC A | 279,091 | +110,008 | $48,350 |
APPF | 279,091 | +110,008 | $48,350 |
MERCADOLIBRE INC | 30,446 | -12,669 | $47,847 |
MELI | 30,446 | -12,669 | $47,847 |
GLAUKOS CORP | 588,853 | +99,288 | $46,808 |
GKOS | 588,853 | +99,288 | $46,808 |
CORE & MAIN INC CLASS A | 1,139,198 | -21,320 | $46,035 |
CNM | 1,139,198 | -21,320 | $46,035 |
AGILYSYS INC | 529,296 | -5,842 | $44,895 |
AGYS | 529,296 | -5,842 | $44,895 |
NATERA INC | 706,083 | -7,030 | $44,229 |
NTRA | 706,083 | -7,030 | $44,229 |
TETRA TECH INC | 264,623 | +132,125 | $44,174 |
TTEK | 264,623 | +132,125 | $44,174 |
SPS COMMERCE INC | 222,812 | -1,833 | $43,190 |
SPSC | 222,812 | -1,833 | $43,190 |
EVERCORE PARTNERS INC CL A | 249,318 | +39,060 | $42,646 |
EVR | 249,318 | +39,060 | $42,646 |
APPLIED INDUSTRIAL TECH INC | 243,787 | -2,847 | $42,100 |
AIT | 243,787 | -2,847 | $42,100 |
TECHNIPFMC PLC | 2,088,439 | -2,066,979 | $42,061 |
FTI | 2,088,439 | -2,066,979 | $42,061 |
GLOBANT SA | 175,177 | +161,118 | $41,689 |
GLOB | 175,177 | +161,118 | $41,689 |
See Full List: All Stocks Held By Driehaus Capital Management LLC
— Including:
Biggest new positions
Biggest exits
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See Details: Top 10 Stocks Held By Driehaus Capital Management LLC
Size ($ in 1000's)
At 12/31/2023: $8,294,695 At 09/30/2023: $7,693,380 Driehaus Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Driehaus Capital Management LLC 13F filings. Link to 13F filings: SEC filings |