DRIEHAUS CAPITAL MANAGEMENT LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$7.9B
Holdings
380
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (380 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR-SP ADR | 3,379,785 | $341.1B | 4306.52% | |
| 2 | XENEXENON PHARMACEUTICALS INC | 4,760,853 | $183.3B | 2314.22% | |
| 3 | ACLSAXCELIS TECHNOLOGIES INC | 746,503 | $136.9B | 1727.93% | |
| 4 | CCOCAMECO CORP | 4,174,568 | $130.8B | 1651.36% | |
| 5 | SMCIUSDSUPER MICRO COMPUTER INC | 513,799 | $128.1B | 1616.92% | |
| 6 | IBNICICI BANK LTD-SPON ADR | 5,235,909 | $120.8B | 1525.76% | |
| 7 | INSPINSPIRE MEDICAL SYSTEMS INC | 353,449 | $114.7B | 1448.73% | |
| 8 | ELFELF BEAUTY INC | 891,025 | $101.8B | 1285.07% | |
| 9 | TMDXTRANSMEDICS GROUP INC | 1,162,214 | $97.6B | 1232.31% | |
| 10 | ATDATI INC | 2,162,011 | $95.6B | 1207.35% | |
| 11 | CRNXCRINETICS PHARMACEUTICALS IN | 5,298,088 | $95.5B | 1205.41% | |
| 12 | KNSLKINSALE CAPITAL GROUP INC | 254,350 | $95.2B | 1201.69% | |
| 13 | CELHCELSIUS HOLDINGS INC | 636,593 | $95.0B | 1199.12% | |
| 14 | —DICE THERAPEUTICS INC | 2,038,257 | $94.7B | 1195.63% | |
| 15 | IBPINSTALLED BUILDING PRODUCTS | 540,850 | $75.8B | 957.10% | |
| 16 | MNDYMONDAY.COM LTD | 429,814 | $73.6B | 929.16% | |
| 17 | AXONAXON ENTERPRISE INC | 347,728 | $67.8B | 856.64% | |
| 18 | FTAIFTAI AVIATION LTD | 2,079,795 | $65.8B | 831.36% | |
| 19 | CLVTRIP.COM GROUP LTD-ADR | 1,877,363 | $65.7B | 829.61% | |
| 20 | SAIASAIA INC | 187,829 | $64.3B | 812.02% | |
| 21 | HDBHDFC BANK LTD-ADR | 907,950 | $63.3B | 799.02% | |
| 22 | CNMCORE & MAIN INC-CLASS A | 1,979,849 | $62.0B | 783.41% | |
| 23 | IRDMIRIDIUM COMMUNICATIONS INC | 997,045 | $61.9B | 782.00% | |
| 24 | WINGWINGSTOP INC | 308,356 | $61.7B | 779.27% | |
| 25 | NUVLNUVALENT INC-A | 1,440,730 | $60.8B | 767.09% | |
| 26 | PCVXVAXCYTE INC | 1,189,857 | $59.4B | 750.24% | |
| 27 | FLYWFLYWIRE CORP-VOTING | 1,843,912 | $57.2B | 722.64% | |
| 28 | SITESITEONE LANDSCAPE SUPPLY INC | 337,329 | $56.5B | 712.79% | |
| 29 | WSCWILLSCOT MOBILE MINI HOLDINGS | 1,170,615 | $55.9B | 706.33% | |
| 30 | AEHRAEHR TEST SYSTEMS | 1,348,822 | $55.6B | 702.48% | |
| 31 | EPIWISDOMTREE INDIA EARNINGS | 1,555,221 | $54.1B | 683.33% | |
| 32 | FSSFEDERAL SIGNAL CORP | 836,448 | $53.6B | 676.20% | |
| 33 | FCNFTI CONSULTING INC | 271,954 | $51.7B | 653.07% | |
| 34 | GTLSCHART INDUSTRIES INC | 322,983 | $51.6B | 651.61% | |
| 35 | AGYSAGILYSYS INC | 734,489 | $50.4B | 636.53% | |
| 36 | VCVISTEON CORP | 346,759 | $49.8B | 628.74% | |
| 37 | ATECALPHATEC HOLDINGS INC | 2,761,113 | $49.6B | 626.80% | |
| 38 | PCORPROCORE TECHNOLOGIES INC | 751,405 | $48.9B | 617.32% | |
| 39 | FMXFOMENTO ECONOMICO MEX-SP ADR | 430,278 | $47.7B | 602.15% | |
| 40 | BRBRBELLRING BRANDS INC-CLASS A | 1,298,241 | $47.5B | 599.92% | |
| 41 | FSLYFASTLY INC - CLASS A | 2,998,450 | $47.3B | 597.01% | |
| 42 | GPCRSTRUCTURE THERAPEUTICS INC | 1,135,936 | $47.2B | 596.19% | |
| 43 | SPSCSPS COMMERCE INC | 223,922 | $43.0B | 542.99% | |
| 44 | FOURSHIFT4 PAYMENTS INC-CLASS A | 622,611 | $42.3B | 533.83% | |
| 45 | FIXCOMFORT SYSTEMS USA INC | 255,935 | $42.0B | 530.59% | |
| 46 | AZEKAZEK CO INC/THE | 1,347,051 | $40.8B | 515.16% | |
| 47 | MLB1MERCADOLIBRE INC | 33,923 | $40.2B | 507.37% | |
| 48 | ENVXENOVIX CORP | 2,213,519 | $39.9B | 504.16% | |
| 49 | FTITECHNIPFMC PLC | 2,365,828 | $39.3B | 496.45% | |
| 50 | AMXAMERICA MOVIL SAB DE CV | 1,816,085 | $39.3B | 496.20% | |
| 51 | CALXCALIX INC | 784,747 | $39.2B | 494.51% | |
| 52 | RMBS*RAMBUS INC | 607,623 | $39.0B | 492.30% | |
| 53 | SWAVUSDSHOCKWAVE MEDICAL INC | 135,381 | $38.6B | 487.85% | |
| 54 | XPOFXPONENTIAL FITNESS INC-A | 2,225,077 | $38.4B | 484.61% | |
| 55 | BLDRBUILDERS FIRSTSOURCE INC | 281,396 | $38.3B | 483.18% | |
| 56 | N1UANEW ORIENTAL EDUCATIO-SP ADR | 966,640 | $38.2B | 481.95% | |
| 57 | ONON SEMICONDUCTOR CORPORATION | 403,245 | $38.1B | 481.53% | |
| 58 | VALEVALE SA-SP ADR | 2,836,921 | $38.1B | 480.68% | |
| 59 | TMCITREACE MEDICAL CONCEPTS INC | 1,477,116 | $37.8B | 477.06% | |
| 60 | FNVFRANCO-NEVADA CORP | 262,592 | $37.4B | 472.78% | |
| 61 | SSDSIMPSON MANUFACTURING CO INC | 269,170 | $37.3B | 470.69% | |
| 62 | SLRNACELYRIN INC | 1,758,797 | $36.8B | 464.10% | |
| 63 | DGIIDIGI INTERNATIONAL INC | 930,730 | $36.7B | 462.88% | |
| 64 | EXTREXTREME NETWORKS INC | 1,394,204 | $36.3B | 458.56% | |
| 65 | —SOVOS BRANDS INC | 1,855,227 | $36.3B | 458.17% | |
| 66 | BAPCREDICORP LTD | 243,271 | $35.9B | 453.47% | |
| 67 | PBRPETROLEO BRASILEIRO S.A.-ADR | 2,571,162 | $35.6B | 448.96% | |
| 68 | PLYAPLAYA HOTELS & RESORTS NV | 4,321,176 | $35.2B | 444.10% | |
| 69 | ANETEURARISTA NETWORKS INC | 215,475 | $34.9B | 440.88% | |
| 70 | MDBMONGODB INC | 84,842 | $34.9B | 440.25% | |
| 71 | GKOSGLAUKOS CORP | 488,282 | $34.8B | 439.00% | |
| 72 | TSTENARIS SA-ADR | 1,134,337 | $34.0B | 428.94% | |
| 73 | PWRQUANTA SERVICES INC | 172,702 | $33.9B | 428.36% | |
| 74 | WWEUSDWORLD WRESTLING ENTERTAIN-A | 311,207 | $33.8B | 426.20% | |
| 75 | TXRHTEXAS ROADHOUSE INC | 300,000 | $33.7B | 425.29% | |
| 76 | CPACOPA HOLDINGS SA-CLASS A | 303,844 | $33.6B | 424.22% | |
| 77 | BMIBADGER METER INC | 223,700 | $33.0B | 416.77% | |
| 78 | DECKDECKERS OUTDOOR CORP | 62,067 | $32.8B | 413.50% | |
| 79 | MORFMORPHIC HOLDING INC | 571,056 | $32.7B | 413.35% | |
| 80 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 209,172 | $32.7B | 412.85% | |
| 81 | PENPENUMBRA INC | 93,592 | $32.2B | 406.57% | |
| 82 | GDENGOLDEN ENTERTAINMENT INC | 768,824 | $32.1B | 405.75% | |
| 83 | APLSAPELLIS PHARMACEUTICALS INC | 347,376 | $31.6B | 399.55% | |
| 84 | VTYXVENTYX BIOSCIENCES INC | 963,196 | $31.6B | 398.88% | |
| 85 | YUMCYUM CHINA HOLDINGS INC | 551,603 | $31.2B | 393.49% | |
| 86 | MAXNMAXEON SOLAR TECHNOLOGIE | 1,097,612 | $30.9B | 390.24% | |
| 87 | MSAMSA SAFETY INC | 177,527 | $30.9B | 389.91% | |
| 88 | WNCWABASH NATIONAL CORP | 1,184,215 | $30.4B | 383.36% | |
| 89 | COCOVITA COCO CO INC/THE | 1,117,079 | $30.0B | 378.97% | |
| 90 | MRUSMERUS NV | 1,136,716 | $29.9B | 377.88% | |
| 91 | BLDTOPBUILD CORP | 112,380 | $29.9B | 377.45% | |
| 92 | EMEEMCOR GROUP INC | 159,177 | $29.4B | 371.35% | |
| 93 | CRSCARPENTER TECHNOLOGY | 520,965 | $29.2B | 369.19% | |
| 94 | KRUSKURA SUSHI USA INC-CLASS A | 297,962 | $27.7B | 349.67% | |
| 95 | LSCCLATTICE SEMICONDUCTOR CORP | 286,208 | $27.5B | 347.16% | |
| 96 | MGNIMAGNITE INC | 2,000,168 | $27.3B | 344.71% | |
| 97 | NTRANATERA INC | 554,423 | $27.0B | 340.62% | |
| 98 | —ABCAM PLC-SPON ADR | 1,090,181 | $26.7B | 336.81% | |
| 99 | FIVNFIVE9 INC | 322,050 | $26.6B | 335.25% | |
| 100 | BMEABIOMEA FUSION INC | 1,178,471 | $25.9B | 326.59% |
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