MondegarAI
DRIEHAUS CAPITAL MANAGEMENT LLC

Q4 2025 · 13F-HR

DRIEHAUS CAPITAL MANAGEMENT LLCholdings as filed

Filed 2026-02-17 · accession 0000938206-26-000018

$14.72B
Reported value
404
Positions
2025-12-31
Period end
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The Brief · DRIEHAUS CAPITAL MANAGEMENT LLC · Q4 2025

AI · grounded in 13F

Driehaus Capital Management LLC closed its position in CVLT for a reduction of $120.46M. The fund also exited positions in OLLI and MELI, totaling $76.75M and $70.71M respectively. On the buy side, the manager established new positions in RMBS for $87.68M and DFTX for $87.53M. Additionally, the fund increased its stake in EOSE by 117.35%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTSMC$657.5M4.47%2,163,564CommonSOLE
22663K107CRNXCrinetics Pharmaceuticals Inc$297.3M2.02%6,387,740CommonSOLE
74006W207PRAXPraxis Precision Medicines Inc$275.0M1.87%933,061CommonSOLE
40131M109GHGuardant Health Inc$218.9M1.49%2,143,193CommonSOLE
98420N105XENEXenon Pharmaceuticals Inc$203.4M1.38%4,538,691CommonSOLE
72703X106PLPlanet Labs PBC$167.8M1.14%8,511,620CommonSOLE
03770N101APGEApogee Therapeutics Inc$164.8M1.12%2,183,704CommonSOLE
29415C101EOSEEos Energy Enterprises Inc$163.5M1.11%14,270,294CommonSOLE
82982T106SITMSiTime Corp$145.8M0.99%412,873CommonSOLE
632307104NTRANatera Inc$143.4M0.97%625,912CommonSOLE
13321L108CCJCameco Corp$139.3M0.95%1,522,638CommonSOLE
G3730V105FTAIFTAI Aviation Ltd$137.9M0.94%700,525CommonSOLE
76243J105RYTMRhythm Pharmaceuticals Inc$137.6M0.93%1,285,222CommonSOLE
40415F101HDBHDFC Bank Ltd$136.0M0.92%3,722,331CommonSOLE
G2519Y108BAPCredicorp Ltd$135.5M0.92%472,044CommonSOLE
81734D104SEPNSepterna Inc$134.1M0.91%4,809,470CommonSOLE
G6683N103NUNU Holdings Ltd/Cayman Islands$129.0M0.88%7,706,057CommonSOLE
10806X102BBIOBridgebio Pharma Inc$128.6M0.87%1,680,972CommonSOLE
453204109PIImpinj Inc$128.3M0.87%737,474CommonSOLE
144285103CRSCarpenter Technology Corp$127.0M0.86%403,296CommonSOLE
231561101CWCurtiss-Wright Corp$126.6M0.86%229,703CommonSOLE
55024U109LITELumentum Holdings Inc$125.7M0.85%341,048CommonSOLE
45104G104IBNICICI Bank Ltd$121.1M0.82%4,063,452CommonSOLE
45867G101IDCCInterDigital Inc$119.4M0.81%375,174CommonSOLE
98423F109XMTRXometry Inc$118.1M0.80%1,985,865CommonSOLE
04280A100ARWRArrowhead Pharmaceuticals Inc$117.5M0.80%1,769,340CommonSOLE
86366E106GPCRStructure Therapeutics Inc$114.2M0.78%1,642,444CommonSOLE
Y95308105WVEWaVe Life Sciences Ltd$111.9M0.76%6,581,067CommonSOLE
G3323L100FNFabrinet$109.7M0.75%240,978CommonSOLE
G48833118WFRDWeatherford International PLC$108.3M0.74%1,384,142CommonSOLE
916896103UECUranium Energy Corp$106.4M0.72%9,112,072CommonSOLE
28036F105EWTXEdgewise Therapeutics Inc$104.0M0.71%4,191,193CommonSOLE
29082A107EMBJEmbraer SA$102.4M0.70%1,590,028CommonSOLE
485924104KRMNKarman Holdings Inc$99.2M0.67%1,355,169CommonSOLE
74366E102PTGXProtagonist Therapeutics Inc$96.0M0.65%1,099,170CommonSOLE
87650L103TARSTarsus Pharmaceuticals Inc$96.0M0.65%1,172,427CommonSOLE
146869102CVNACarvana Co$95.8M0.65%226,963CommonSOLE
00773J202SYRESpyre Therapeutics Inc$94.4M0.64%2,882,420CommonSOLE
224408104CRCrane Co$93.3M0.63%505,668CommonSOLE
63845R107EYENational Vision Holdings Inc$93.1M0.63%3,606,811CommonSOLE
918284100VSECVSE Corp$89.9M0.61%520,237CommonSOLE
750917106RMBSRambus Inc$87.7M0.60%954,164CommonSOLE
24477V105DFTXMind Medicine MindMed Inc$87.5M0.59%6,537,202CommonSOLE
89377M109TMDXTransMedics Group Inc$86.6M0.59%712,041CommonSOLE
69366J200PTCTPTC Therapeutics Inc$86.3M0.59%1,136,188CommonSOLE
80706P103SRRKScholar Rock Holding Corp$86.0M0.58%1,952,877CommonSOLE
78473E103SPXCSPX Technologies Inc$86.0M0.58%429,764CommonSOLE
465562106ITUBItau Unibanco Holding SA$84.9M0.58%11,857,114CommonSOLE
501575104KYMRKymera Therapeutics Inc$83.2M0.57%1,069,238CommonSOLE
19247G107COHRCoherent Corp$82.7M0.56%447,945CommonSOLE
55405Y100MTSIMACOM Technology Solutions Hol$82.6M0.56%482,051CommonSOLE
P31076105CPACopa Holdings SA$80.9M0.55%670,657CommonSOLE
45257U108IMNMImmunome Inc$79.6M0.54%3,705,974CommonSOLE
05464C101AXONAxon Enterprise Inc$77.4M0.53%136,364CommonSOLE
008073108AVAVAeroVironment Inc$77.4M0.53%319,833CommonSOLE
89677Q107TCOMTrip.com Group Ltd$77.1M0.52%1,072,741CommonSOLE
782011100RSIRush Street Interactive Inc$75.6M0.51%3,889,159CommonSOLE
91912E105VALEVale SA$75.3M0.51%5,780,150CommonSOLE
21044C107ROADConstruction Partners Inc$75.3M0.51%693,594CommonSOLE
88339P101REALRealReal Inc/The$75.0M0.51%4,754,440CommonSOLE
03969K108ARQTArcutis Biotherapeutics Inc$74.4M0.51%2,562,445CommonSOLE
45579U109INDVIndivior PLC$71.8M0.49%2,000,339CommonSOLE
70439P108PAYPaymentus Holdings Inc$70.7M0.48%2,239,138CommonSOLE
84265V105SCCOSouthern Copper Corp$69.8M0.47%486,393CommonSOLE
65290E101NXTNextpower Inc$69.7M0.47%799,738CommonSOLE
816850101SMTCSemtech Corp$68.6M0.47%931,305CommonSOLE
344419106FMXFomento Economico Mexicano SAB$68.0M0.46%672,848CommonSOLE
34354P105FLSFlowserve Corp$67.8M0.46%977,589CommonSOLE
88080T104WULFTerawulf Inc$67.4M0.46%5,864,195CommonSOLE
399909100GGALGrupo Financiero Galicia SA$66.7M0.45%1,236,833CommonSOLE
52603A208LCLendingClub Corp$66.7M0.45%3,519,350CommonSOLE
40416E103HCIHCI Group Inc$66.4M0.45%346,329CommonSOLE
558868105MDGLMadrigal Pharmaceuticals Inc$65.0M0.44%111,666CommonSOLE
903731107ULSUL Solutions Inc$64.5M0.44%817,581CommonSOLE
607828100MODModine Manufacturing Co$64.1M0.44%480,392CommonSOLE
099406100BOOTBoot Barn Holdings Inc$63.6M0.43%360,278CommonSOLE
G87110105FTITechnipFMC PLC$61.7M0.42%1,384,997CommonSOLE
697900108PAASPan American Silver Corp$61.6M0.42%1,188,932CommonSOLE
02081G201ATECAlphatec Holdings Inc$60.1M0.41%2,858,771CommonSOLE
671044105OSISOSI Systems Inc$60.1M0.41%235,768CommonSOLE
894164102TNLTravel & Leisure Co$59.8M0.41%847,346CommonSOLE
859241101STRLSterling Infrastructure Inc$59.6M0.40%194,539CommonSOLE
15643U104LEUCentrus Energy Corp$59.3M0.40%244,344CommonSOLE
23834J201DAVEDave Inc$57.0M0.39%257,437CommonSOLE
83418M103SEISolaris Energy Infrastructure$56.4M0.38%1,227,721CommonSOLE
23204G100CUBICustomers Bancorp Inc$56.0M0.38%766,207CommonSOLE
G25457105CRDOCredo Technology Group Holding$55.2M0.38%383,696CommonSOLE
683344105ONTOOnto Innovation Inc$55.1M0.37%349,014CommonSOLE
G4124C109GRABGrab Holdings Ltd$54.9M0.37%11,003,892CommonSOLE
450913108IAGIAMGOLD Corp$54.0M0.37%3,274,437CommonSOLE
60471A101MIRMirion Technologies Inc$53.8M0.37%2,299,122CommonSOLE
45780R101IBPInstalled Building Products In$53.8M0.37%207,279CommonSOLE
92846Q107COCOVita Coco Co Inc/The$53.8M0.37%1,014,236CommonSOLE
686688102ORAOrmat Technologies Inc$52.3M0.36%473,770CommonSOLE
90041L105TPBTurning Point Brands Inc$52.2M0.35%481,834CommonSOLE
72407810062CPiper Sandler Cos$51.6M0.35%152,006CommonSOLE
833635105SQMSociedad Quimica y Minera de C$51.5M0.35%747,890CommonSOLE
81663L200WGSGeneDx Holdings Corp$51.4M0.35%395,323CommonSOLE
300426103ECGEverus Construction Group Inc$50.8M0.35%593,905CommonSOLE
55405W104MYRGMYR Group Inc$50.0M0.34%228,655CommonSOLE
670703107NUVLNuvalent Inc$48.6M0.33%483,504CommonSOLE
26701L100BROSDutch Bros Inc$48.4M0.33%790,451CommonSOLE
78709Y105SAIASaia Inc$47.8M0.32%146,485CommonSOLE
450056106IRTCiRhythm Technologies Inc$47.5M0.32%267,968CommonSOLE
81141R100SESea Ltd$47.4M0.32%371,261CommonSOLE
15101Q207CLSCelestica Inc$47.2M0.32%159,795CommonSOLE
267475101DYDycom Industries Inc$46.7M0.32%138,229CommonSOLE
861896108SNEXStoneX Group Inc$46.0M0.31%483,833CommonSOLE
01862Q107ALHAlliance Laundry Holdings Inc$44.9M0.30%2,206,046CommonSOLE
00650F109ADPTAdaptive Biotechnologies Corp$44.8M0.30%2,760,387CommonSOLE
093712107BEBloom Energy Corp$44.8M0.30%515,481CommonSOLE
55287L101MBXMBX Biosciences Inc$44.4M0.30%1,408,159CommonSOLE
296315104ESEESCO Technologies Inc$44.0M0.30%225,441CommonSOLE
885160101THOThor Industries Inc$43.9M0.30%427,944CommonSOLE
L44385109GLOBGlobant SA$43.5M0.30%665,035CommonSOLE
477839104JBTMJBT Marel Corp$43.3M0.29%287,304CommonSOLE
880770102TERTeradyne Inc$42.8M0.29%221,054CommonSOLE
74762E102QUREQuanta Services Inc$42.7M0.29%101,138CommonSOLE
88023U101SGISomnigroup International Inc$41.1M0.28%460,525CommonSOLE
20464U100COMPCompass Inc$40.9M0.28%3,864,996CommonSOLE
05577W200DOOBRP Inc$40.7M0.28%575,366CommonSOLE
770700102HOODRobinhood Markets Inc$40.4M0.27%357,488CommonSOLE
05464T104AXSMAxsome Therapeutics Inc$40.3M0.27%220,518CommonSOLE
19046P209CCBCoastal Financial Corp/WA$39.5M0.27%344,364CommonSOLE
443628102HBMHudbay Minerals Inc$39.3M0.27%1,977,986CommonSOLE
553368101MPMP Materials Corp$38.4M0.26%759,478CommonSOLE
45245E109IMAXIMAX Corp$37.8M0.26%1,023,852CommonSOLE
199908104FIXComfort Systems USA Inc$37.8M0.26%40,482CommonSOLE
65340P106NXENexGen Energy Ltd$37.8M0.26%4,105,110CommonSOLE
03237H101AMLXAmylyx Pharmaceuticals Inc$37.6M0.26%3,109,503CommonSOLE
313855108FSSFederal Signal Corp$37.1M0.25%341,624CommonSOLE
124765108CAECAE Inc$36.7M0.25%1,207,400CommonSOLE
046433108ATROAstronics Corp$36.2M0.25%666,498CommonSOLE
556269108SHOOSteven Madden Ltd$35.7M0.24%857,979CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$35.5M0.24%209,200CommonSOLE
875372203TNDMTandem Diabetes Care Inc$35.4M0.24%1,610,342CommonSOLE
92837L109VISTVista Energy SAB de CV$35.2M0.24%724,010CommonSOLE
88162F105TTITETRA Technologies Inc$34.8M0.24%3,716,699CommonSOLE
125141101CECOCECO Environmental Corp$34.7M0.24%579,950CommonSOLE
89422G107TVTXTravere Therapeutics Inc$34.4M0.23%901,404CommonSOLE
375916103GILGildan Activewear Inc$33.7M0.23%538,800CommonSOLE
46578C108IEIvanhoe Electric Inc / US$33.6M0.23%2,103,189CommonSOLE
G5509L101LIVNLivaNova PLC$33.5M0.23%545,085CommonSOLE
04351P101ASNDUSDAscendis Pharma A/S$33.3M0.23%156,272CommonSOLE
87256C101TKOTKO Group Holdings Inc$33.2M0.23%158,847CommonSOLE
926400102VSCOVictoria's Secret & Co$32.6M0.22%601,593CommonSOLE
75524B104RBCRBC Bearings Inc$32.5M0.22%72,489CommonSOLE
00534A102IVVDInvivyd Inc$32.3M0.22%13,062,945CommonSOLE
402635502GPORGulfport Energy Corp$32.2M0.22%154,700CommonSOLE
457730109INSPInspire Medical Systems Inc$32.1M0.22%348,500CommonSOLE
876030107TPRTapestry Inc$30.5M0.21%238,419CommonSOLE
82982L103SITESiteOne Landscape Supply Inc$30.4M0.21%244,395CommonSOLE
44951W106IESCIES Holdings Inc$30.0M0.20%77,082CommonSOLE
M20791105CAMTCamtek Ltd/Israel$29.9M0.20%281,310CommonSOLE
82706C108SIMOSilicon Motion Technology Corp$29.6M0.20%319,624CommonSOLE
52476L109LGNLegence Corp$29.5M0.20%686,510CommonSOLE
29977A105EVREvercore Inc$29.5M0.20%86,785CommonSOLE
08659B102BBNXBeta Bionics Inc$29.2M0.20%956,784CommonSOLE
64049M209NEONeoGenomics Inc$29.1M0.20%2,471,738CommonSOLE
46429B598INDAiShares MSCI India ETF$28.2M0.19%521,953CommonSOLE
17253J106CIFRCipher Mining Inc$28.2M0.19%1,909,677CommonSOLE
50077B207KTOSKratos Defense & Security Solu$28.1M0.19%369,700CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$27.7M0.19%69,778CommonSOLE
65487K100LASRnLight Inc$27.5M0.19%732,547CommonSOLE
773121108RKLBRocket Lab Corp$27.4M0.19%393,430CommonSOLE
04206A101ARLOArlo Technologies Inc$27.3M0.19%1,951,869CommonSOLE
92337F107VCYTVeracyte Inc$26.6M0.18%631,710CommonSOLE
30049H102EVLVEvolv Technologies Holdings In$26.6M0.18%3,713,494CommonSOLE
04247X102AWIArmstrong World Industries Inc$26.4M0.18%138,001CommonSOLE
G52694109KNSAKiniksa Pharmaceuticals Intern$26.1M0.18%632,827CommonSOLE
G037AX101AMBAAmbarella Inc$25.9M0.18%366,251CommonSOLE
533900106LECOLincoln Electric Holdings Inc$25.0M0.17%104,401CommonSOLE
33829M101FIVEFive Below Inc$25.0M0.17%132,668CommonSOLE
15102K100CELCCelcuity Inc$24.9M0.17%250,055CommonSOLE
192108504CDECoeur Mining Inc$24.8M0.17%1,393,680CommonSOLE
01741R102ATIATI Inc$24.5M0.17%213,111CommonSOLE
71385M107PRMPerimeter Solutions Inc$23.9M0.16%869,718CommonSOLE
874054109TTWOTake-Two Interactive Software$23.8M0.16%92,929CommonSOLE
59356Q108MIAXMiami International Holdings I$23.6M0.16%532,391CommonSOLE
228903100AORTArtivion Inc$23.6M0.16%517,479CommonSOLE
127190304CACICACI International Inc$23.6M0.16%44,251CommonSOLE
020398707ALMAlmonty Industries Inc$23.4M0.16%2,659,069CommonSOLE
98422E103XERSXeris Biopharma Holdings Inc$23.4M0.16%2,980,567CommonSOLE
G6375R107NESRNational Energy Services Reuni$23.4M0.16%1,492,513CommonSOLE
641288105NPCENeuroPace Inc$23.3M0.16%1,511,289CommonSOLE
30260D103FIGSFigs Inc$23.2M0.16%2,043,417CommonSOLE
714266103PPTAPerpetua Resources Corp$23.2M0.16%956,711CommonSOLE
53220K504LGNDLigand Pharmaceuticals Inc$23.1M0.16%122,326CommonSOLE
23703Q203DQDaqo New Energy Corp$23.0M0.16%780,973CommonSOLE
384556106GHMGraham Corp$22.8M0.15%354,912CommonSOLE
147528103CASYCasey's General Stores Inc$22.8M0.15%41,233CommonSOLE
576323109MTZMasTec Inc$22.6M0.15%104,195CommonSOLE
733245104PRCHPorch Group Inc$22.5M0.15%2,469,216CommonSOLE
05605H100BWXTBWX Technologies Inc$22.5M0.15%130,379CommonSOLE
G01767105ALKSAlkermes PLC$22.3M0.15%796,968CommonSOLE
589378108MRCYMercury Systems Inc$22.2M0.15%304,726CommonSOLE
96924N100WLDNWilldan Group Inc$21.8M0.15%210,586CommonSOLE
741511109PSMTPriceSmart Inc$21.6M0.15%176,347CommonNONE
980745103WWDWoodward Inc$21.4M0.15%70,841CommonSOLE
10919W405DRUGBright Minds Biosciences Inc$21.0M0.14%269,641CommonSOLE
G93A5A101VIKViking Holdings Ltd$21.0M0.14%293,790CommonSOLE
019330109ALNTAllient Inc$20.8M0.14%387,147CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$20.6M0.14%145,561CommonSOLE
03674X106ARAntero Resources Corp$20.1M0.14%583,249CommonSOLE
532257805LPTHLightPath Technologies Inc$19.9M0.14%1,842,100CommonSOLE
20337X109VISNCommScope Holding Co Inc$19.7M0.13%1,087,304CommonSOLE
89055F103BLDTopBuild Corp$19.5M0.13%46,776CommonSOLE
77543R102ROKURoku Inc$19.5M0.13%179,485CommonSOLE
743713109PRLBProto Labs Inc$19.3M0.13%382,155CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$19.2M0.13%132,677CommonSOLE
292671708UUUUEnergy Fuels Inc/Canada$19.1M0.13%1,316,473CommonSOLE
03214Q108AMPXAmprius Technologies Inc$18.9M0.13%2,393,212CommonSOLE
854231107SXIStandex International Corp$18.8M0.13%86,578CommonSOLE
457669307INSMInsmed Inc$18.4M0.12%105,617CommonSOLE
64073B103NPNeptune Insurance Holdings Inc$18.1M0.12%620,152CommonSOLE
00217D100ASTSAST SpaceMobile Inc$17.9M0.12%246,363CommonSOLE
033853102ANDGAndersen Group Inc$17.9M0.12%688,666CommonSOLE
00847J105AGYSAgilysys Inc$17.7M0.12%149,286CommonSOLE
03823U102AAOIApplied Optoelectronics Inc$17.7M0.12%507,473CommonSOLE
48238T109OPLNOPENLANE Inc$17.5M0.12%588,120CommonSOLE
02913V103APEIAmerican Public Education Inc$17.3M0.12%458,854CommonSOLE
358010106FEIMFrequency Electronics Inc$16.9M0.11%313,029CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$16.5M0.11%102,804CommonSOLE
82846H405QXOQXO Inc$16.4M0.11%851,019CommonSOLE
87357P100TCMDTactile Systems Technology Inc$16.4M0.11%565,642CommonSOLE
256746108DLTRDollar Tree Inc$16.4M0.11%133,329CommonSOLE
00827B106AFRMAffirm Holdings Inc$16.2M0.11%217,252CommonSOLE
42328H109HLIOHelios Technologies Inc$15.8M0.11%295,499CommonSOLE
578784100MAZEMaze Therapeutics Inc$15.7M0.11%378,015CommonSOLE
38526M106LOPEGrand Canyon Education Inc$15.6M0.11%93,994CommonSOLE
G85158106STNEStoneCo Ltd$15.4M0.10%1,038,406CommonSOLE
40145W101GRDNGuardian Pharmacy Services Inc$15.2M0.10%506,475CommonSOLE
74017N105PGENPrecigen Inc$15.1M0.10%3,601,674CommonSOLE
30161Q104EXELExelixis Inc$14.8M0.10%337,339CommonSOLE
02361E108AMRCAmeresco Inc$14.8M0.10%504,658CommonSOLE
379577208GMEDGlobus Medical Inc$14.6M0.10%167,762CommonSOLE
M8740S227TATTTAT Technologies Ltd$14.5M0.10%323,773CommonSOLE
50189K103LCIILCI Industries$14.4M0.10%119,071CommonSOLE
05614L209BWBabcock & Wilcox Enterprises I$14.4M0.10%2,275,156CommonSOLE
94419L101WWayfair Inc$14.4M0.10%143,638CommonSOLE
15118V207CELHCelsius Holdings Inc$14.4M0.10%315,133CommonSOLE
030111207AMSCAmerican Superconductor Corp$14.4M0.10%499,984CommonSOLE
21676P103CPSCooper-Standard Holdings Inc$14.4M0.10%437,267CommonSOLE
90384S303ULTAUlta Beauty Inc$14.3M0.10%23,697CommonSOLE
343389409FTKFlotek Industries Inc$14.3M0.10%830,602CommonSOLE
04016X101ARGXArgenx SE$14.2M0.10%16,897CommonSOLE
72703H101PLNTPlanet Fitness Inc$14.1M0.10%130,423CommonSOLE
31188V100FSLYFastly Inc$14.1M0.10%1,384,967CommonSOLE
45784P101PODDInsulet Corp$14.0M0.10%49,372CommonSOLE
01973R101ALSNAllison Transmission Holdings$14.0M0.10%143,119CommonSOLE
233377407DXPEDXP Enterprises Inc/TX$13.9M0.09%126,326CommonSOLE
88556E102TDUPThredUp Inc$13.8M0.09%2,162,600CommonSOLE
879360105TDYTeledyne Technologies Inc$13.8M0.09%27,026CommonSOLE
008064206JBIOJade Biosciences Inc$13.7M0.09%887,179CommonSOLE
M25133105CGNTCognyte Software Ltd$13.5M0.09%1,433,197CommonSOLE
30234F101XZOExzeo Group Inc$13.3M0.09%548,432CommonSOLE
P5626F128IFSIntercorp Financial Services I$13.2M0.09%312,103CommonSOLE
73933G202PSIXPower Solutions International$13.1M0.09%229,120CommonSOLE
53115L104LBRTLiberty Energy Inc$13.1M0.09%707,513CommonSOLE
51819L107SWIMLatham Group Inc$13.0M0.09%2,045,782CommonSOLE
53190C102LTHLife Time Group Holdings Inc$13.0M0.09%488,327CommonSOLE
00288U106ABCLAbCellera Biologics Inc$12.9M0.09%3,771,999CommonSOLE
45337C102INCYIncyte Corp$12.7M0.09%128,384CommonSOLE
518613203LAURLaureate Education Inc$12.6M0.09%375,002CommonSOLE
14154A102CDNLCardinal Infrastructure Group$12.3M0.08%508,093CommonSOLE
G52441105KMTSKestra Medical Technologies Lt$12.3M0.08%463,061CommonSOLE
82489W107SHLSShoals Technologies Group Inc$11.9M0.08%1,400,869CommonSOLE
G3934V109GENIGenius Sports Ltd$11.5M0.08%1,047,820CommonSOLE
90385V107UCTTUltra Clean Holdings Inc$11.5M0.08%453,630CommonSOLE
25056L103DSGNDesign Therapeutics Inc$11.1M0.08%1,179,817CommonSOLE
533535100LINCLincoln Educational Services C$10.7M0.07%443,031CommonSOLE
97717P104WTWisdomTree Inc$10.7M0.07%875,774CommonSOLE
457642205INODInnodata Inc$10.5M0.07%206,817CommonSOLE
44812J104HUTHut 8 Corp$10.0M0.07%217,624CommonSOLE
913915104UTIUniversal Technical Institute$9.6M0.07%369,026CommonSOLE
56146T103MAMAMama's Creations Inc$9.6M0.06%708,458CommonSOLE
75955J402RLMDRelmada Therapeutics Inc$9.1M0.06%1,880,006CommonSOLE
40171V100GWREGuidewire Software Inc$8.7M0.06%43,287CommonSOLE
739128106POWLPowell Industries Inc$8.6M0.06%26,912CommonSOLE
92847W103VITLVital Farms Inc$8.2M0.06%257,178CommonSOLE
535219109LINDLindblad Expeditions Holdings$8.2M0.06%567,906CommonSOLE
431636109HLMNHillman Solutions Corp$8.1M0.05%930,045CommonSOLE
038169207APLDApplied Digital Corp$7.9M0.05%321,371CommonSOLE
G0260P102ASAmer Sports Inc$7.7M0.05%205,343CommonSOLE
04965M106ATATAtour Lifestyle Holdings Ltd$7.6M0.05%193,558CommonSOLE
G52258111KFIIK&F Growth Acquisition Corp II$7.5M0.05%725,185CommonSOLE
88642R109TDWTidewater Inc$7.5M0.05%148,026CommonSOLE
04010E109AGXArgan Inc$7.5M0.05%23,830CommonSOLE
092244102BRCBBlack Rock Coffee Bar Inc$7.5M0.05%335,369CommonSOLE
G2003N105BEAGBold Eagle Acquisition Corp$7.2M0.05%678,279CommonSOLE
70339W104PTRNPattern Group Inc$7.1M0.05%618,861CommonSOLE
G6717R104OACCOaktree Acquisition Corp III L$7.1M0.05%670,072CommonSOLE
74624M102PPure Storage Inc$7.1M0.05%106,289CommonSOLE
07725L102ONCBeOne Medicines Ltd$7.1M0.05%23,213CommonSOLE
74365U107TARAProtara Therapeutics Inc$6.7M0.05%1,259,427CommonSOLE
911549103UAMYUnited States Antimony Corp$6.5M0.04%1,293,548CommonSOLE
13765N107CNNECannae Holdings Inc$6.5M0.04%410,421CommonSOLE
971378104WSCWillScot Holdings Corp$6.0M0.04%320,487CommonSOLE
00182C103ANIPANI Pharmaceuticals Inc$6.0M0.04%76,180CommonSOLE
G0896C103TBBBBBB Foods Inc$6.0M0.04%179,971CommonSOLE
02157Q109ANROAlto Neuroscience Inc$6.0M0.04%336,762CommonSOLE
381013101GDENGolden Entertainment Inc$6.0M0.04%219,125CommonSOLE
G04537109ATIIArchimedes Tech SPAC Partners$5.9M0.04%573,083CommonSOLE
35834F104TET1 Energy Inc$5.6M0.04%842,862CommonSOLE
47248R103JCAPJefferson Capital Inc$5.5M0.04%247,230CommonSOLE
45784M108INVInnventure Inc$5.3M0.04%1,256,486CommonSOLE
92790C104VRDNViridian Therapeutics Inc$5.2M0.04%167,934CommonSOLE
36262G101GXOGXO Logistics Inc$5.2M0.04%98,918CommonSOLE
G4569C101HVMCHighview Merger Corp$5.0M0.03%500,000CommonSOLE
09549B104BLFYBlue Foundry Bancorp$5.0M0.03%400,997CommonSOLE
02079K305GOOGLAlphabet Inc$4.4M0.03%14,016CommonSOLE
G9675P102WLACWillow Lane Acquisition Corp$4.0M0.03%319,667CommonSOLE
10258P102LUCKLucky Strike Entertainment Cor$3.9M0.03%459,178CommonSOLE
G6486E102NHICNewHold Investment Corp III$3.8M0.03%369,986CommonSOLE
G9451V109VINPVinci Compass Investments Ltd$3.6M0.02%278,878CommonSOLE
67066G104NVDANVIDIA Corp$3.6M0.02%19,289CommonSOLE
G2545C104CBIOCrescent Biopharma Inc$3.6M0.02%302,457CommonSOLE
829401108SIONSionna Therapeutics Inc$3.4M0.02%83,850CommonSOLE
707569109PENNPenn Entertainment Inc$3.4M0.02%228,679CommonSOLE
74019P207DTILPrecision BioSciences Inc$3.3M0.02%787,700CommonSOLE
05370A108RNAGBPAvidity Biosciences Inc$3.3M0.02%45,408CommonSOLE
G3852D107GSHRGesher Acquisition Corp II$3.3M0.02%317,974CommonSOLE
G2616C124DSACUDaedalus Special Acquisition C$3.0M0.02%300,000CommonSOLE
G2949T109DNMXDynamix Corp III$3.0M0.02%300,000CommonSOLE
359616109FULCFulcrum Therapeutics Inc$2.8M0.02%243,388CommonSOLE
037833100AAPLApple Inc$2.7M0.02%10,098CommonSOLE
696077601PTNPalatin Technologies Inc$2.6M0.02%166,713CommonSOLE
G04104108APXTApex Treasury Corp$2.5M0.02%250,000CommonSOLE
28658R106CLYMClimb Bio Inc$2.4M0.02%600,946CommonSOLE
61023L207MNPRMonopar Therapeutics Inc$2.2M0.01%33,715CommonSOLE
713317105PEPGPepGen Inc$2.1M0.01%315,000CommonSOLE
517125100LRMRLarimar Therapeutics Inc$2.0M0.01%535,464CommonSOLE
G3R25N108LATAGalata Acquisition Corp II$2.0M0.01%200,000CommonSOLE
46625H100JPMJPMorgan Chase & Co$2.0M0.01%6,113CommonSOLE
594918104MSFTMicrosoft Corp$1.9M0.01%4,032CommonSOLE
697660207PAMPampa Energia SA$1.9M0.01%21,253CommonSOLE
36165L108GDSGDS Holdings Ltd$1.8M0.01%51,576CommonSOLE
023135106AMZNAmazon.com Inc$1.8M0.01%7,669CommonSOLE
00166B105ALXOALX Oncology Holdings Inc$1.6M0.01%1,422,882CommonSOLE
78463V107GLDSPDR Gold Shares$1.2M0.01%3,049CommonNONE
14040H105COFCapital One Financial Corp$1.2M0.01%4,870CommonSOLE
931142103WMTWalmart Inc$1.2M0.01%10,591CommonSOLE
11135F101AVGOBroadcom Inc$1.1M0.01%3,291CommonSOLE
88160R101TSLATesla Inc$1.1M0.01%2,497CommonSOLE
191216100KOCoca-Cola Co/The$1.1M0.01%15,445CommonSOLE
30231G102XOMExxon Mobil Corp$1.1M0.01%8,837CommonSOLE
060505104BACBank of America Corp$1.0M0.01%19,076CommonSOLE
26884L109EQTEQT Corp$1.0M0.01%19,527CommonSOLE
03831W108APPAppLovin Corp$1.0M0.01%1,552CommonSOLE
G1828A108CAEPCantor Equity Partners III Inc$1.0M0.01%100,000CommonSOLE
G0701G109BDCIBTC Development Corp$1.0M0.01%100,000CommonSOLE
921937835BNDVanguard Total Bond Market ETF$998,5380.01%13,481CommonNONE
82509L107SHOPShopify Inc$957,9320.01%5,951CommonSOLE
30303M102METAMeta Platforms Inc$937,9880.01%1,421CommonSOLE
G54950103LINLinde PLC$915,8860.01%2,148CommonSOLE
046353108AZNNAstraZeneca PLC$898,5240.01%9,774CommonSOLE
532457108LLYEli Lilly & Co$884,4620.01%823CommonSOLE
46432F388VLUEiShares MSCI USA Value Factor ETF$880,8150.01%6,442CommonNONE
91913Y100VLOValero Energy Corp$839,6710.01%5,158CommonSOLE
097023105BABoeing Co/The$826,7930.01%3,808CommonSOLE
74340W103PLDPrologis Inc$752,3000.01%5,893CommonSOLE
235851102DHRDanaher Corp$747,4240.01%3,265CommonSOLE
64135M105NGNENeurogene Inc$674,9590.00%32,765CommonSOLE
89832Q109TFCTruist Financial Corp$660,3000.00%13,418CommonSOLE
907818108UNPUnion Pacific Corp$637,0550.00%2,754CommonSOLE
375558103GILDGilead Sciences Inc$617,7500.00%5,033CommonSOLE
18915M107NETCloudflare Inc$586,3240.00%2,974CommonSOLE
512807306LRCXLam Research Corp$560,9570.00%3,277CommonSOLE
58933Y105MRKMerck & Co Inc$553,3520.00%5,257CommonSOLE
49338L103KEYSKeysight Technologies Inc$534,9990.00%2,633CommonSOLE
922475108VEEVVeeva Systems Inc$528,8320.00%2,369CommonSOLE
G1828S109CEPVCantor Equity Partners V Inc$512,5000.00%50,000CommonSOLE
192422103CGNXCognex Corp$507,2100.00%14,097CommonSOLE
458140100INTCIntel Corp$505,3820.00%13,696CommonSOLE
902252105TYLTyler Technologies Inc$503,8850.00%1,110CommonSOLE
G4365E103HCMAHCM III Acquisition Corp$503,0000.00%50,000CommonSOLE
G4814G105DYORInsight Digital Partners II$495,5000.00%50,000CommonSOLE
L8681T102SPOTSpotify Technology SA$476,1820.00%820CommonSOLE
95040Q104WELLWelltower Inc$468,1080.00%2,522CommonSOLE
04626A103ALABAstera Labs Inc$450,6690.00%2,709CommonSOLE
G25508105CRHCRH PLC$432,8060.00%3,468CommonSOLE
G4375F116HAYMAKER ACQUISITION CORP 4$387,4980.00%249,999CommonSOLE
G2003N121BEAGRBold Eagle Acquisition Corp$384,0000.00%1,200,000CommonSOLE
101137107BSXBoston Scientific Corp$371,5790.00%3,897CommonSOLE
21037T109CEGConstellation Energy Corp$359,9820.00%1,019CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$316,4110.00%464CommonNONE
G2131A124CCXIUChurchill Capital Corp XI$229,7250.00%22,500CommonSOLE
G04537125ATIIWARCHIMEDES TECH SPAC PARTNER$219,6400.00%400,000CommonSOLE
G52258129KFIIRK&F Growth Acquisition Corp II$192,0000.00%1,200,000CommonSOLE
M7S64L107PGYWWPAGAYA TECHNOLOGIES LTD -A$153,8290.00%480,716CommonSOLE
G6717R112OACCWOAKTREE ACQUISITION CORP I-A$127,8000.00%180,000CommonSOLE
76155X118RVMDWREVOLUTION MEDICINES INC$126,8870.00%135,000CommonSOLE
96812F110BAERWBRIDGER AEROSPACE GROUP HOLD$124,0440.00%620,220CommonSOLE
G6486E110NHICWNEWHOLD INVESTMENT CORP II-A$90,0250.00%249,999CommonSOLE
G1051H119TACOWBERTO ACQUISITION CORP$83,8880.00%226,724CommonSOLE
G3852D115GSHRWGESHER ACQUISITION CORP II-A$70,0000.00%199,999CommonSOLE
G4569C119HVMCWHIGHVIEW MERGER CORP-CL A$67,5750.00%250,000CommonSOLE
G2949T117DNMXWDYNAMIX CORP III-CL A$48,0000.00%150,000CommonSOLE
G04104124APXTWAPEX TREASURY CORP-CL A$35,0000.00%125,000CommonSOLE
G3R25N116LATAWGALATA ACQU CORP II - CL A$23,3330.00%66,666CommonSOLE
G0701G117BDCIWBTC DEVELOPMENT CORP-CL A$11,2500.00%24,999CommonSOLE
G4814G113DYORWINSIGHT DIGITAL PARTNERS I-A$8,2250.00%25,000CommonSOLE
G4365E111HCMAWHCM III ACQUISITION COR-CL A$7,9330.00%16,666CommonSOLE
45791E115INSPIRATO INC$1,2900.00%167,540CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.