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.

RankCountryLinesValueShare
1US29410.4B $90.92 %
2TW1427.5M $3.73 %
3MX2183.7M $1.60 %
4BR2110.5M $0.96 %
5IN1110.3M $0.96 %
6CL170.1M $0.61 %
7KY564.6M $0.56 %
8LU151.7M $0.45 %
9ZA113.4M $0.12 %
10GB19.7M $0.08 %

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 1,264,890427.5M $
2Praxis Precision Medicines Inc 949,225305.8M $
3Crinetics Pharmaceuticals Inc 6,395,922232.3M $
4Planet Labs PBC 7,918,693221.3M $
5Apogee Therapeutics Inc 1,920,800161.7M $
6Lumentum Holdings Inc 228,995160.9M $
7Curtiss-Wright Corp 225,759153.8M $
8Edgewise Therapeutics Inc 4,477,942141.1M $
9Guardant Health Inc 1,524,282140.8M $
10Spyre Therapeutics Inc 2,790,785140.8M $
11InterDigital Inc 417,727126.2M $
12Nextpower Inc 1,037,551125.1M $
13Carpenter Technology Corp 315,457124.3M $
14Coherent Corp 516,229123M $
15Bloom Energy Corp 849,801115.1M $
16Uranium Energy Corp 8,334,245112.5M $
17ICICI Bank Ltd 4,256,860110.3M $
18Modine Manufacturing Co 494,734107.2M $
19Septerna Inc 4,395,572105.6M $
20nLight Inc 1,772,697101.1M $
21Vista Energy SAB de CV 1,251,58694.5M $
22Scholar Rock Holding Corp 1,920,23394.4M $
23VSE Corp 509,14693.9M $
24Solaris Energy Infrastructure Inc 1,628,17492M $
25Saia Inc 257,96390.6M $
26National Vision Holdings Inc 3,471,77489.9M $
27Immunome Inc 4,099,90189.7M $
28Yum China Holdings Inc 1,831,28689.3M $
29Fomento Economico Mexicano SAB de CV 803,25389.2M $
30Construction Partners Inc 794,46488.3M $
31Terawulf Inc 6,063,00087.5M $
32Kymera Therapeutics Inc 1,043,58386.9M $
33Bridgebio Pharma Inc 1,146,67185.2M $
34SiTime Corp 227,96578.7M $
35Karman Holdings Inc 977,35378.2M $
36Structure Therapeutics Inc 1,577,35676M $
37Protagonist Therapeutics Inc 720,92876M $
38Matador Resources Co 1,189,05475.1M $
39MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 336,81374.8M $
40Arrowhead Pharmaceuticals Inc 1,190,33574.6M $
41Eos Energy Enterprises Inc 14,869,17073.8M $
42Vita Coco Co Inc/The 1,523,64773M $
43Sociedad Quimica y Minera de Chile SA 866,59270.1M $
44StoneX Group Inc 861,53069.5M $
45UL Solutions Inc 810,61569.5M $
46PTC Therapeutics Inc 1,015,77269.2M $
47Sterling Infrastructure Inc 168,20968.5M $
48Cava Group Inc 846,73868.5M $
49CG oncology Inc 999,62367.7M $
50MYR Group Inc 238,18567.2M $
51Ultra Clean Holdings Inc 1,062,37666.1M $
52Onto Innovation Inc 320,53465.7M $
53Tarsus Pharmaceuticals Inc 926,12565M $
54Amprius Technologies Inc 3,794,17864M $
55Universal Technical Institute Inc 1,756,55163.4M $
56Tidewater Inc 758,53663.4M $
57Xometry Inc 1,512,85561.8M $
58Figs Inc 4,174,25761.7M $
59Everus Construction Group Inc 515,76960.9M $
60Flowserve Corp 802,58159M $
61Vale SA 3,667,94758.4M $
62Madrigal Pharmaceuticals Inc 110,96058.1M $
63Indivior Pharmaceuticals Inc 1,880,03957.3M $
64Silicon Motion Technology Corp 509,97557.3M $
65Advanced Energy Industries Inc 177,01857.1M $
66Rush Street Interactive Inc 2,616,15956.9M $
67Natera Inc 284,33856.9M $
68Comfort Systems USA Inc 41,10556.7M $
69SPX Technologies Inc 279,70955.9M $
70Turning Point Brands Inc 642,73155.8M $
71Southern Copper Corp 323,71555.7M $
72Knight-Swift Transportation Holdings Inc 964,88255.6M $
73Quanta Services Inc 100,57355.2M $
74Teradyne Inc 184,76554.8M $
75Applied Optoelectronics Inc 632,33753.5M $
76Ormat Technologies Inc 471,76752.8M $
77Glaukos Corp 487,91252.5M $
78Arcutis Biotherapeutics Inc 2,226,02952.4M $
79ESCO Technologies Inc 185,70552.3M $
80Itau Unibanco Holding SA 6,221,56652.1M $
81Tenaris SA 888,34651.7M $
82Legence Corp 914,56651.6M $
83Grupo Financiero Galicia SA 1,067,20949.8M $
84Axsome Therapeutics Inc 292,37049.4M $
85Nuvalent Inc 481,18049.3M $
86Semtech Corp 628,45648.3M $
87United States Antimony Corp 5,345,71046.7M $
88Dycom Industries Inc 137,34346.5M $
89BEONE MEDICINES LTD 155,00246M $
90SiteOne Landscape Supply Inc 344,81945.9M $
91DigitalOcean Holdings Inc 524,18445M $
92Travel + Leisure Co 638,96544.2M $
93Tandem Diabetes Care Inc 2,304,41444.2M $
94Crane Co 253,49843.3M $
95Customers Bancorp Inc 623,51443.3M $
96FirstCash Holdings Inc 223,52642M $
97Amylyx Pharmaceuticals Inc 2,987,14741.5M $
98BankUnited Inc 919,03541.5M $
99Forgent Power Solutions Inc 1,384,12340.5M $
100Axon Enterprise Inc 95,05740.4M $