Titelia

Holdings of Driehaus Small/Mid Cap Growth Fund

Driehaus Mutual Funds · 110 declared positions · as of Mar 31, 2026

Original filing · Net assets 90.1M $ · Ten largest lines: 19.9 % of the equity sleeve

Sector breakdown

  • Technology 6.0 %
  • Industrials 4.0 %
  • Health care 0.7 %
  • Unattributed 89.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 88.4 %
  • CA 5.4 %
  • KY 1.8 %
  • IL 1.4 %
  • DK 1.1 %
  • GB 1.1 %
  • BM 0.8 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US9976.4M $88.44 %
CA44.6M $5.36 %
KY21.6M $1.84 %
IL21.2M $1.42 %
DK1934.8K $1.08 %
GB1916.4K $1.06 %
BM1687.8K $0.80 %

Positions

CompanySharesValue (USD)Weight
Praxis Precision Medicines Inc 5,9881.9M $2.14 %
Comfort Systems USA Inc 1,2691.7M $1.94 %
Lumentum Holdings Inc 2,4901.7M $1.94 %
FTAI Aviation Ltd 7,1381.7M $1.94 %
Quanta Services Inc 3,1581.7M $1.92 %
Teradyne Inc 5,8101.7M $1.91 %
Coherent Corp 7,2011.7M $1.90 %
Curtiss-Wright Corp 2,4901.7M $1.88 %
Crinetics Pharmaceuticals Inc 43,0761.6M $1.74 %
Planet Labs PBC 55,6251.6M $1.73 %
Carpenter Technology Corp 3,6691.4M $1.61 %
Cameco Corp 13,2621.4M $1.60 %
NexGen Energy Ltd 120,9931.4M $1.56 %
Guardant Health Inc 15,0501.4M $1.54 %
Bloom Energy Corp 10,0531.4M $1.51 %
Nextpower Inc 10,8371.3M $1.45 %
Xenon Pharmaceuticals Inc 21,0491.2M $1.36 %
Tapestry Inc 8,6351.2M $1.35 %
InterDigital Inc 4,0161.2M $1.35 %
RBC Bearings Inc 2,1691.2M $1.31 %
Casey's General Stores Inc 1,6091.2M $1.30 %
Five Below Inc 5,0231.1M $1.27 %
Lincoln Electric Holdings Inc 4,5881.1M $1.27 %
Fabrinet 2,1501.1M $1.24 %
Apogee Therapeutics Inc 13,1851.1M $1.23 %
MasTec Inc 3,3251.1M $1.19 %
Teledyne Technologies Inc 1,6741M $1.12 %
ATI Inc 6,786987.1K $1.10 %
Modine Manufacturing Co 4,464967.4K $1.07 %
Ascendis Pharma A/S 4,087934.8K $1.04 %
TechnipFMC PLC 13,256916.4K $1.02 %
BWX Technologies Inc 4,421904.1K $1.00 %
Saia Inc 2,544893.7K $0.99 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 3,873860.1K $0.95 %
Rocket Lab Corp 12,887827.6K $0.92 %
Cava Group Inc 10,223827K $0.92 %
Matador Resources Co 12,931817K $0.91 %
CACI International Inc 1,501816.3K $0.91 %
PTC Therapeutics Inc 11,886809.8K $0.90 %
Allison Transmission Holdings Inc 6,917809.7K $0.90 %
Woodward Inc 2,258808.2K $0.90 %
Natera Inc 3,815763K $0.85 %
Ormat Technologies Inc 6,732753.4K $0.84 %
Onto Innovation Inc 3,638746K $0.83 %
Arrowhead Pharmaceuticals Inc 11,434716.9K $0.80 %
UL Solutions Inc 8,359716.4K $0.80 %
Bridgebio Pharma Inc 9,646716.3K $0.80 %
Guidewire Software Inc 4,756711.3K $0.79 %
Flowserve Corp 9,538701.1K $0.78 %
Viking Holdings Ltd 9,360687.8K $0.76 %
StoneX Group Inc 8,436680.4K $0.76 %
Karman Holdings Inc 8,480678.8K $0.75 %
TKO Group Holdings Inc 3,300665.4K $0.74 %
AST SpaceMobile Inc 7,859651.3K $0.72 %
Everus Construction Group Inc 5,446643K $0.71 %
Nova Ltd 1,458633.2K $0.70 %
Alnylam Pharmaceuticals Inc 1,907631K $0.70 %
US Foods Holding Corp 6,722619.8K $0.69 %
XPO Inc 3,140610.9K $0.68 %
Tower Semiconductor Ltd 3,381593.3K $0.66 %
Qnity Electronics Inc 5,118590.5K $0.66 %
SiTime Corp 1,673577.8K $0.64 %
Ulta Beauty Inc 1,102576K $0.64 %
Transocean Ltd 86,135571.1K $0.63 %
Eos Energy Enterprises Inc 114,256566.7K $0.63 %
Semtech Corp 7,349565.1K $0.63 %
IAMGOLD Corp 30,010564.8K $0.63 %
Albemarle Corp 3,131562.1K $0.62 %
Life Time Group Holdings Inc 20,710557.9K $0.62 %
Insmed Inc 3,366550.4K $0.61 %
Alliance Laundry Holdings Inc 26,221543.8K $0.60 %
Terawulf Inc 37,464540.6K $0.60 %
Xometry Inc 13,102535.1K $0.59 %
Lattice Semiconductor Corp 5,666525.6K $0.58 %
Applied Industrial Technologies Inc 1,966521.6K $0.58 %
CH Robinson Worldwide Inc 3,011500K $0.56 %
Nuvalent Inc 4,844496.3K $0.55 %
Sterling Infrastructure Inc 1,200488.7K $0.54 %
Advanced Energy Industries Inc 1,501484.4K $0.54 %
Coeur Mining Inc 25,520479K $0.53 %
DigitalOcean Holdings Inc 5,497471.5K $0.52 %
Methanex Corp 7,914471.2K $0.52 %
SharkNinja Inc 4,443470.5K $0.52 %
Burlington Stores Inc 1,440468.5K $0.52 %
Advanced Drainage Systems Inc 3,385464.2K $0.52 %
Exelixis Inc 10,754461.2K $0.51 %
Globus Medical Inc 5,344460.4K $0.51 %
Venture Global Inc 28,835454.4K $0.50 %
Kymera Therapeutics Inc 5,446453.6K $0.50 %
Crane Co 2,637450.9K $0.50 %
MP Materials Corp 9,332450.4K $0.50 %
Align Technology Inc 2,627450.3K $0.50 %
FirstCash Holdings Inc 2,388448.9K $0.50 %
CF Industries Holdings Inc 3,418443.8K $0.49 %
Hasbro Inc 4,719441.7K $0.49 %
Rocket Cos Inc 30,965441.3K $0.49 %
Axon Enterprise Inc 1,037440.4K $0.49 %
BankUnited Inc 9,382423.7K $0.47 %
Glaukos Corp 3,926422.7K $0.47 %
Forgent Power Solutions Inc 14,281418K $0.46 %
Dollar Tree Inc 3,801416.2K $0.46 %
Zurn Elkay Water Solutions Corp 9,265415.4K $0.46 %
MarketAxess Holdings Inc 2,426400.2K $0.44 %
Construction Partners Inc 3,551394.6K $0.44 %
Incyte Corp 4,087384.7K $0.43 %
Structure Therapeutics Inc 6,816328.5K $0.36 %
Somnigroup International Inc 4,320319.3K $0.35 %
Elanco Animal Health Inc 11,024263.8K $0.29 %
Kratos Defense & Security Solutions, Inc. 3,297232.5K $0.26 %
QXO Inc 11,727227.7K $0.25 %