Titelia

Holdings of Driehaus Capital Management LLC

309 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 18.2 % of the equity sleeve

Sector breakdown

  • Technology 7.6 %
  • Industrials 5.9 %
  • Materials 2.4 %
  • Consumer discretionary 1.1 %
  • Financials 1.0 %
  • Health care 0.9 %
  • Funds 0.2 %
  • Consumer staples 0.2 %
  • Unattributed 80.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 90.9 %
  • TW 3.7 %
  • MX 1.6 %
  • BR 1.0 %
  • IN 1.0 %
  • CL 0.6 %
  • KY 0.6 %
  • LU 0.5 %
  • ZA 0.1 %
  • GB 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US29410.4B $90.92 %
TW1427.5M $3.73 %
MX2183.7M $1.60 %
BR2110.5M $0.96 %
IN1110.3M $0.96 %
CL170.1M $0.61 %
KY564.6M $0.56 %
LU151.7M $0.45 %
ZA113.4M $0.12 %
GB19.7M $0.08 %

Positions

CompanySharesValueWeight
Taiwan Semiconductor Manufacturing Co Ltd 1,264,890427.5M $
Praxis Precision Medicines Inc 949,225305.8M $
Crinetics Pharmaceuticals Inc 6,395,922232.3M $
Planet Labs PBC 7,918,693221.3M $
Apogee Therapeutics Inc 1,920,800161.7M $
Lumentum Holdings Inc 228,995160.9M $
Curtiss-Wright Corp 225,759153.8M $
Edgewise Therapeutics Inc 4,477,942141.1M $
Guardant Health Inc 1,524,282140.8M $
Spyre Therapeutics Inc 2,790,785140.8M $
InterDigital Inc 417,727126.2M $
Nextpower Inc 1,037,551125.1M $
Carpenter Technology Corp 315,457124.3M $
Coherent Corp 516,229123M $
Bloom Energy Corp 849,801115.1M $
Uranium Energy Corp 8,334,245112.5M $
ICICI Bank Ltd 4,256,860110.3M $
Modine Manufacturing Co 494,734107.2M $
Septerna Inc 4,395,572105.6M $
nLight Inc 1,772,697101.1M $
Vista Energy SAB de CV 1,251,58694.5M $
Scholar Rock Holding Corp 1,920,23394.4M $
VSE Corp 509,14693.9M $
Solaris Energy Infrastructure Inc 1,628,17492M $
Saia Inc 257,96390.6M $
National Vision Holdings Inc 3,471,77489.9M $
Immunome Inc 4,099,90189.7M $
Yum China Holdings Inc 1,831,28689.3M $
Fomento Economico Mexicano SAB de CV 803,25389.2M $
Construction Partners Inc 794,46488.3M $
Terawulf Inc 6,063,00087.5M $
Kymera Therapeutics Inc 1,043,58386.9M $
Bridgebio Pharma Inc 1,146,67185.2M $
SiTime Corp 227,96578.7M $
Karman Holdings Inc 977,35378.2M $
Structure Therapeutics Inc 1,577,35676M $
Protagonist Therapeutics Inc 720,92876M $
Matador Resources Co 1,189,05475.1M $
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 336,81374.8M $
Arrowhead Pharmaceuticals Inc 1,190,33574.6M $
Eos Energy Enterprises Inc 14,869,17073.8M $
Vita Coco Co Inc/The 1,523,64773M $
Sociedad Quimica y Minera de Chile SA 866,59270.1M $
StoneX Group Inc 861,53069.5M $
UL Solutions Inc 810,61569.5M $
PTC Therapeutics Inc 1,015,77269.2M $
Sterling Infrastructure Inc 168,20968.5M $
Cava Group Inc 846,73868.5M $
CG oncology Inc 999,62367.7M $
MYR Group Inc 238,18567.2M $
Ultra Clean Holdings Inc 1,062,37666.1M $
Onto Innovation Inc 320,53465.7M $
Tarsus Pharmaceuticals Inc 926,12565M $
Amprius Technologies Inc 3,794,17864M $
Universal Technical Institute Inc 1,756,55163.4M $
Tidewater Inc 758,53663.4M $
Xometry Inc 1,512,85561.8M $
Figs Inc 4,174,25761.7M $
Everus Construction Group Inc 515,76960.9M $
Flowserve Corp 802,58159M $
Vale SA 3,667,94758.4M $
Madrigal Pharmaceuticals Inc 110,96058.1M $
Indivior Pharmaceuticals Inc 1,880,03957.3M $
Silicon Motion Technology Corp 509,97557.3M $
Advanced Energy Industries Inc 177,01857.1M $
Rush Street Interactive Inc 2,616,15956.9M $
Natera Inc 284,33856.9M $
Comfort Systems USA Inc 41,10556.7M $
SPX Technologies Inc 279,70955.9M $
Turning Point Brands Inc 642,73155.8M $
Southern Copper Corp 323,71555.7M $
Knight-Swift Transportation Holdings Inc 964,88255.6M $
Quanta Services Inc 100,57355.2M $
Teradyne Inc 184,76554.8M $
Applied Optoelectronics Inc 632,33753.5M $
Ormat Technologies Inc 471,76752.8M $
Glaukos Corp 487,91252.5M $
Arcutis Biotherapeutics Inc 2,226,02952.4M $
ESCO Technologies Inc 185,70552.3M $
Itau Unibanco Holding SA 6,221,56652.1M $
Tenaris SA 888,34651.7M $
Legence Corp 914,56651.6M $
Grupo Financiero Galicia SA 1,067,20949.8M $
Axsome Therapeutics Inc 292,37049.4M $
Nuvalent Inc 481,18049.3M $
Semtech Corp 628,45648.3M $
United States Antimony Corp 5,345,71046.7M $
Dycom Industries Inc 137,34346.5M $
BEONE MEDICINES LTD 155,00246M $
SiteOne Landscape Supply Inc 344,81945.9M $
DigitalOcean Holdings Inc 524,18445M $
Travel + Leisure Co 638,96544.2M $
Tandem Diabetes Care Inc 2,304,41444.2M $
Crane Co 253,49843.3M $
Customers Bancorp Inc 623,51443.3M $
FirstCash Holdings Inc 223,52642M $
Amylyx Pharmaceuticals Inc 2,987,14741.5M $
BankUnited Inc 919,03541.5M $
Forgent Power Solutions Inc 1,384,12340.5M $
Axon Enterprise Inc 95,05740.4M $