GuruTrack

Driehaus Capital Management LLC

13F filer · CIK 938206 · Chicago, IL

Summary
Driehaus Capital Management LLC reported $17.26B across 354 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are TSM (2.7%), DFTX (1.9%), PRAX (1.9%). Versus 2026 Q1, leaving options aside, it opened 84 new positions, added to 140, trimmed 107 and sold out of 85.
Reported value$17.26B
Positions354
Report period2026 Q2
FiledAug 14, 2026
New positions84
Added140
Trimmed107
Sold out85

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 2.7%Value $470.17MPrice $456.94Shares 985K -22.17%Since Jun 30 -4.32%
Weight 1.9%Value $322.00MPrice $38.21Shares 6.85M +15.79%Since Jun 30 -18.77%
Weight 1.9%Value $321.08MPrice $281.00Shares 959K +1.03%Since Jun 30 -16.07%
Weight 1.5%Value $266.70MPrice $37.25Shares 4.42M -1.63%Since Jun 30 -38.29%
Weight 1.5%Value $262.02MPrice $276.16Shares 786K +54.14%Since Jun 30 -17.15%
Weight 1.4%Value $248.51MPrice $84.72Shares 2.80M +0.30%Since Jun 30 -4.57%
Weight 1.4%Value $241.87MPrice $84.95Shares 6.46M +1.06%Since Jun 30 +127.02%
Weight 1.3%Value $230.96MPrice $135.07Shares 1.74M -9.41%Since Jun 30 +1.76%
Weight 1.3%Value $230.14MPrice $177.73Shares 1.53M +0.64%Since Jun 30 +18.46%
Weight 1.3%Value $222.67MPrice $16.38Shares 6.72M -15.12%Since Jun 30 -50.56%
Weight 1.3%Value $217.08MPrice $384.03Shares 557K +23.63%Since Jun 30 -1.42%
Weight 1.1%Value $192.12MPrice $39.19Shares 4.73M +5.60%Since Jun 30 -3.54%
Weight 1.1%Value $188.56MPrice $290.68Shares 497K +162.06%Since Jun 30 -23.46%
Weight 1.1%Value $186.68MPrice $80.46Shares 1.31M +23.23%Since Jun 30 -43.57%
Weight 1.0%Value $173.62MPrice $533.85Shares 229K +1.49%Since Jun 30 -29.55%
Weight 1.0%Value $170.67MPrice $104.23Shares 1.77M +16.88%Since Jun 30 +7.99%
Weight 0.9%Value $152.25MPrice $15.09Shares 6.16M +1.66%Since Jun 30 -38.91%
Weight 0.9%Value $148.46MPrice $39.13Shares 4.43M +0.85%Since Jun 30 +16.84%
Weight 0.8%Value $143.83MPrice $79.31Shares 1.21M +16.35%Since Jun 30 -33.43%
Weight 0.8%Value $141.60MPrice $70.60Shares 1.56M +143.87%Since Jun 30 -22.20%
Weight 0.8%Value $140.62MPrice $192.35Shares 517KSince Jun 30 -29.27%
Weight 0.8%Value $140.15MPrice $391.74Shares 227K -27.98%Since Jun 30 -36.49%
Weight 0.8%Value $140.10MPrice $27.25Shares 4.83M +13.37%Since Jun 30 -6.13%
Weight 0.8%Value $138.27MPrice $39.01Shares 1.99M +12.04%Since Jun 30 -43.97%
Weight 0.8%Value $134.22MPrice $304.69Shares 355K +10.64%Since Jun 30 -19.49%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

VICRVICRVicor Corp≈ $116.61MAdd
DAVEDAVEDave Inc≈ $100.30MAdd
ALABALABAstera Labs Inc≈ $94.00MNew

Largest sells in 2026 Q2

FNFNFabrinet≈ $194.58MTrim
TSMTSMTSMC≈ $94.76MTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR