DRIEHAUS CAPITAL MANAGEMENT LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$6.2B
Holdings
412
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (412 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | —MOHAWK GROUP HOLDINGS INC | 82,000 | $1.4B | 22.80% | |
| 302 | AAPLAPPLE INC | 10,366 | $1.4B | 22.22% | |
| 303 | ROCKGIBRALTAR INDUSTRIES INC | 19,100 | $1.4B | 22.20% | |
| 304 | CLVTClarivate PLC | 46,039 | $1.4B | 22.10% | |
| 305 | URIUNITED RENTALS INC | 5,709 | $1.3B | 21.39% | |
| 306 | BILIBILIBILI INC-SPONSORED ADR | 15,158 | $1.3B | 20.99% | |
| 307 | MORFMORPHIC HOLDING INC | 37,500 | $1.3B | 20.33% | |
| 308 | MSFTMICROSOFT CORP | 5,657 | $1.3B | 20.33% | |
| 309 | SMPLSIMPLY GOOD FOODS CO/THE | 40,000 | $1.3B | 20.26% | |
| 310 | EXASEXACT SCIENCES CORP | 9,241 | $1.2B | 19.78% | |
| 311 | FMCFMC CORP | 10,330 | $1.2B | 19.18% | |
| 312 | CPRICAPRI HOLDINGS LTD | 28,000 | $1.2B | 19.00% | |
| 313 | BRBR1GBPBELLRING BRANDS INC-CLASS A | 48,000 | $1.2B | 18.86% | |
| 314 | COUPEURCOUPA SOFTWARE INC | 3,253 | $1.1B | 17.81% | |
| 315 | —CHIASMA INC | 250,000 | $1.1B | 17.58% | |
| 316 | ISRGINTUITIVE SURGICAL INC | 1,326 | $1.1B | 17.53% | |
| 317 | ADUSADDUS HOMECARE CORP | 9,184 | $1.1B | 17.37% | |
| 318 | SPNSSAPIENS INTERNATIONAL CORP | 34,919 | $1.1B | 17.27% | |
| 319 | DRDDRDGOLD LTD-SPONSORED ADR | 89,379 | $1.0B | 16.93% | |
| 320 | RIORIO TINTO PLC-SPON ADR | 13,662 | $1.0B | 16.61% | |
| 321 | STNESTONECO LTD-A | 12,223 | $1.0B | 16.58% | |
| 322 | WPMWHEATON PRECIOUS METALS CORP | 23,856 | $996.0M | 16.09% | |
| 323 | GDENGOLDEN ENTERTAINMENT INC | 50,000 | $995.0M | 16.08% | |
| 324 | ODFLOLD DOMINION FREIGHT LINE | 5,064 | $988.0M | 15.96% | |
| 325 | CHCTCOMMUNITY HEALTHCARE TRUST I | 20,600 | $970.0M | 15.67% | |
| 326 | BILLBILL.COM HOLDINGS INC | 7,000 | $956.0M | 15.45% | |
| 327 | KALVKALVISTA PHARMACEUTICALS INC | 50,000 | $950.0M | 15.35% | |
| 328 | CHWYCHEWY INC - CLASS A | 10,416 | $936.0M | 15.12% | |
| 329 | RBAGBPRITCHIE BROS AUCTIONEERS | 13,408 | $933.0M | 15.08% | |
| 330 | NVDANVIDIA CORP | 1,683 | $879.0M | 14.20% | |
| 331 | PGTIUSDPGT INNOVATIONS INC | 43,000 | $875.0M | 14.14% | |
| 332 | ANABANAPTYSBIO INC | 40,000 | $860.0M | 13.90% | |
| 333 | TNDMTANDEM DIABETES CARE INC | 8,950 | $856.0M | 13.83% | |
| 334 | AZULQAZUL SA | 36,221 | $827.0M | 13.36% | |
| 335 | AMZNAMAZON.COM INC | 253 | $824.0M | 13.31% | |
| 336 | ZGZILLOW GROUP INC - A | 6,021 | $818.0M | 13.22% | |
| 337 | DQDAQO NEW ENERGY CORP-ADR | 13,951 | $800.0M | 12.93% | |
| 338 | DHIDR HORTON INC | 11,548 | $796.0M | 12.86% | |
| 339 | MPWRMONOLITHIC POWER SYSTEMS INC | 2,101 | $769.0M | 12.43% | |
| 340 | G7AGRUPO AEROPORTUARIO CEN-ADR | 14,620 | $756.0M | 12.22% | |
| 341 | MKTXMARKETAXESS HOLDINGS INC | 1,312 | $749.0M | 12.10% | |
| 342 | BALLBALL CORP | 7,892 | $735.0M | 11.88% | |
| 343 | NSYNICE SYSTEMS LTD-SPONS ADR | 2,500 | $709.0M | 11.46% | |
| 344 | ILFISHARES LATIN AMERICA 40 ETF | 23,900 | $701.0M | 11.33% | |
| 345 | ENPHENPHASE ENERGY INC | 3,964 | $696.0M | 11.25% | |
| 346 | SGENUSDSeagen Inc | 3,872 | $678.0M | 10.95% | |
| 347 | PLNTPLANET FITNESS INC - CL A | 8,704 | $676.0M | 10.92% | |
| 348 | METAFACEBOOK INC-A | 2,468 | $674.0M | 10.89% | |
| 349 | GLOBGLOBANT SA | 3,058 | $665.0M | 10.74% | |
| 350 | MKSIMKS INSTRUMENTS INC | 4,364 | $657.0M | 10.62% | |
| 351 | SNOWSNOWFLAKE INC-CLASS A | 2,287 | $644.0M | 10.41% | |
| 352 | PODDINSULET CORP | 2,464 | $630.0M | 10.18% | |
| 353 | DOCUDOCUSIGN INC | 2,827 | $628.0M | 10.15% | |
| 354 | AGCOAGCO CORP | 5,601 | $577.0M | 9.32% | |
| 355 | TECHBIO-TECHNE CORP | 1,812 | $575.0M | 9.29% | |
| 356 | LILI AUTO INC - ADR | 19,960 | $575.0M | 9.29% | |
| 357 | —MIRAGEN THERAPEUTICS INC | 33,333 | $548.0M | 8.85% | |
| 358 | GGGGRACO INC | 7,360 | $532.0M | 8.60% | |
| 359 | LULULULULEMON ATHLETICA INC | 1,527 | $531.0M | 8.58% | |
| 360 | JECUSDJACOBS ENGINEERING GROUP INC | 4,860 | $530.0M | 8.56% | |
| 361 | TWLOTWILIO INC - A | 1,550 | $525.0M | 8.48% | |
| 362 | BDQMALBIREO PHARMA INC | 13,500 | $506.0M | 8.18% | |
| 363 | FIVEFIVE BELOW | 2,891 | $506.0M | 8.18% | |
| 364 | MQ8MAG SILVER CORP | 24,198 | $497.0M | 8.03% | |
| 365 | AZEKAZEK CO INC/THE | 12,882 | $495.0M | 8.00% | |
| 366 | —BIOCEPT INC | 111,111 | $493.0M | 7.97% | |
| 367 | TTCTORO CO | 5,101 | $484.0M | 7.82% | |
| 368 | SBACSBA COMMUNICATIONS CORP-CL A | 1,703 | $480.0M | 7.76% | |
| 369 | ALNYALNYLAM PHARMACEUTICALS INC | 3,621 | $471.0M | 7.61% | |
| 370 | CARRCARRIER GLOBAL CORP | 12,256 | $462.0M | 7.46% | |
| 371 | RACEFERRARI NV | 1,977 | $454.0M | 7.34% | |
| 372 | MSCIMSCI INC | 1,012 | $452.0M | 7.30% | |
| 373 | LUVSOUTHWEST AIRLINES CO | 9,379 | $437.0M | 7.06% | |
| 374 | RGLDROYAL GOLD INC | 4,029 | $429.0M | 6.93% | |
| 375 | CVNACARVANA CO | 1,778 | $426.0M | 6.88% | |
| 376 | MEDPMEDPACE HOLDINGS INC | 3,049 | $424.0M | 6.85% | |
| 377 | INDAISHARES MSCI INDIA ETF | 10,140 | $408.0M | 6.59% | |
| 378 | LRCXEURLAM RESEARCH CORP | 849 | $401.0M | 6.48% | |
| 379 | TMOTHERMO FISHER SCIENTIFIC INC | 849 | $395.0M | 6.38% | |
| 380 | KSUEURKANSAS CITY SOUTHERN | 1,916 | $391.0M | 6.32% | |
| 381 | FBINFORTUNE BRANDS HOME & SECURI | 4,477 | $384.0M | 6.20% | |
| 382 | DKNG1USDDRAFTKINGS INC - CL A | 8,201 | $382.0M | 6.17% | |
| 383 | CHTRCHARTER COMMUNICATION-A | 568 | $376.0M | 6.08% | |
| 384 | GGBGERDAU SA -SPON ADR | 79,977 | $373.0M | 6.03% | |
| 385 | SRPTSAREPTA THERAPEUTICS INC | 2,154 | $367.0M | 5.93% | |
| 386 | SPYSPDR S&P 500 ETF TRUST | 948 | $354.0M | 5.72% | |
| 387 | PINSPINTEREST INC- CLASS A | 5,226 | $344.0M | 5.56% | |
| 388 | LOWLOWE'S COS INC | 2,106 | $338.0M | 5.46% | |
| 389 | IAA-WUSDIAA INC | 5,166 | $336.0M | 5.43% | |
| 390 | PLTRPALANTIR TECHNOLOGIES INC-A | 14,115 | $332.0M | 5.36% | |
| 391 | PDFSPDF SOLUTIONS INC | 15,200 | $328.0M | 5.30% | |
| 392 | PGPROCTER & GAMBLE CO/THE | 2,358 | $328.0M | 5.30% | |
| 393 | NIUNIU TECHNOLOGIES-SPONS ADR | 11,516 | $323.0M | 5.22% | |
| 394 | ASRGRUPO AEROPORTUARIO SUR-ADR | 1,953 | $322.0M | 5.20% | |
| 395 | ATVIEURACTIVISION BLIZZARD INC | 3,453 | $321.0M | 5.19% | |
| 396 | ORCLORACLE CORP | 4,822 | $312.0M | 5.04% | |
| 397 | CSLCARLISLE COS INC | 1,988 | $310.0M | 5.01% | |
| 398 | DHRDANAHER CORP | 1,389 | $309.0M | 4.99% | |
| 399 | METMETLIFE INC | 6,556 | $308.0M | 4.98% | |
| 400 | BACVERIZON COMMUNICATIONS INC | 5,047 | $297.0M | 4.80% |