MondegarAI
DRIEHAUS CAPITAL MANAGEMENT LLC

Q3 2024 · 13F-HR

DRIEHAUS CAPITAL MANAGEMENT LLCholdings as filed

Filed 2024-11-14 · accession 0000938206-24-000037

$11.65B
Reported value
375
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$533.4M4.58%3,071,267CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$300.7M2.58%5,885,248CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$226.4M1.94%1,442,207CommonSOLE
45104G104IBNICICI BANK LTD-SPON ADR$199.3M1.71%6,676,277CommonSOLE
92243G108PCVXVAXCYTE INC$196.7M1.69%1,721,296CommonSOLE
607828100MODMODINE MANUFACTURING CO$186.0M1.60%1,400,787CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$180.9M1.55%4,595,721CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$178.3M1.53%1,341,669CommonSOLE
05464C101AXONAXON ENTERPRISE INC$167.2M1.44%418,304CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$148.8M1.28%2,533,607CommonSOLE
19247G107COHRCOHERENT INC$134.5M1.15%1,513,191CommonSOLE
58733R102MELIMERCADOLIBRE INC$131.3M1.13%63,987CommonSOLE
87043Q108SGSWEETGREEN INC - CLASS A$121.1M1.04%3,416,313CommonSOLE
377322102GKOSGLAUKOS CORP$112.3M0.96%861,607CommonSOLE
632307104NTRANATERA INC$112.1M0.96%882,729CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$110.9M0.95%2,526,430CommonSOLE
465562106ITUBITAU UNIBANCO HLDNG-PREF ADR$107.0M0.92%16,087,482CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD/ISRAEL$106.0M0.91%363,474CommonSOLE
358039105FRPTFRESHPET INC$105.5M0.91%771,517CommonSOLE
M7S64H106MNDYMONDAY.COM LTD$104.7M0.90%377,089CommonSOLE
816850101SMTCSEMTECH CORP$99.8M0.86%2,184,973CommonSOLE
85208M102SFMSPROUTS FARMERS MARKET INC$99.0M0.85%896,527CommonSOLE
G3323L100FNFABRINET$95.8M0.82%405,123CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$93.8M0.81%811,302CommonSOLE
231561101CWCURTISS-WRIGHT CORP$93.1M0.80%283,135CommonSOLE
148929102CAVACAVA GROUP INC$89.6M0.77%723,327CommonSOLE
89677Q107TCOMTRIP.COM GROUP LTD-ADR$88.8M0.76%1,493,868CommonSOLE
670703107NUVLNUVALENT INC-A$88.4M0.76%863,957CommonSOLE
974155103WINGWINGSTOP INC$85.3M0.73%205,074CommonSOLE
88162G103TTEKTETRA TECH INC$85.3M0.73%1,808,113CommonSOLE
498894104KNFKNIFE RIVER CORP$84.8M0.73%948,465CommonSOLE
97717W422EPIWISDOMTREE INDIA EARNINGS$84.3M0.72%1,671,170CommonNONE
199908104FIXCOMFORT SYSTEMS USA INC$79.9M0.69%204,637CommonSOLE
29082A107EMBJEMBRAER SA-ADR$79.5M0.68%2,248,355CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$79.1M0.68%846,070CommonSOLE
146869102CVNACARVANA CO$78.2M0.67%449,224CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$77.1M0.66%2,502,293CommonSOLE
922280102VRNSVARONIS SYSTEMS INC$76.2M0.65%1,349,464CommonSOLE
G2519Y108BAPCREDICORP LTD$74.2M0.64%409,900CommonSOLE
000360206AAONAAON INC$70.9M0.61%657,045CommonSOLE
07831C103BRBRBELLRING BRANDS INC-CLASS A$70.6M0.61%1,163,506CommonSOLE
04523Y105ASPNASPEN AEROGELS INC$70.6M0.61%2,550,857CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$70.6M0.61%486,559CommonSOLE
224408104CRCRANE CO$70.4M0.60%444,894CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$68.6M0.59%2,810,667CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$68.1M0.58%1,299,490CommonSOLE
N5749R1002GHMERUS NV$67.9M0.58%1,358,968CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S.A.-ADR$67.8M0.58%4,703,231CommonSOLE
204166102CVLTCOMMVAULT SYSTEMS INC$65.2M0.56%424,019CommonSOLE
881624209TEVATEVA PHARMACEUTICAL-SP ADR$65.1M0.56%3,611,503CommonSOLE
86333M108LRNSTRIDE INC$63.9M0.55%749,223CommonSOLE
70202L102PSNPARSONS CORP$63.7M0.55%614,705CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$62.9M0.54%1,328,703CommonSOLE
29977A105EVREVERCORE INC - A$61.0M0.52%240,855CommonSOLE
52661A108DRSLEONARDO DRS INC$60.8M0.52%2,154,548CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC-A$58.1M0.50%831,991CommonSOLE
88080T104WULFTERAWULF INC$57.7M0.50%12,320,414CommonSOLE
21874A106CORZCORE SCIENTIFIC INC$57.4M0.49%4,839,303CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$56.6M0.49%1,793,698CommonSOLE
05589G102BWINBALDWIN INSURANCE GROUP INC/$56.5M0.49%1,134,710CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$56.4M0.48%651,815CommonSOLE
29084Q100EMEEMCOR GROUP INC$56.0M0.48%129,986CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$55.6M0.48%427,758CommonSOLE
40416E103HCIHCI GROUP INC$55.6M0.48%519,214CommonSOLE
69753M105PLMRPALOMAR HOLDINGS INC$55.0M0.47%581,422CommonSOLE
81141R100SESEA LTD-ADR$54.8M0.47%580,952CommonSOLE
01741R102ATIATI INC$54.6M0.47%816,690CommonSOLE
82982T106SITMSITIME CORP$53.2M0.46%310,133CommonSOLE
26701L100BROSDUTCH BROS INC-CLASS A$53.0M0.45%1,653,761CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$52.1M0.45%1,953,424CommonSOLE
L44385109GLOBGLOBANT SA$50.5M0.43%254,908CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$50.4M0.43%316,159CommonSOLE
830940102SKWDSKYWARD SPECIALTY INSURANCE$50.3M0.43%1,235,120CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA-ADR$50.2M0.43%1,193,229CommonSOLE
03783C100APPFAPPFOLIO INC - A$50.1M0.43%212,984CommonSOLE
011532108AGIALAMOS GOLD INC-CLASS A$49.8M0.43%2,497,723CommonSOLE
185123106CWANCLEARWATER ANALYTICS HDS-A$49.1M0.42%1,945,851CommonSOLE
488401100KMPRKEMPER CORP$48.9M0.42%799,072CommonSOLE
67059N108NTNXNUTANIX INC - A$48.9M0.42%825,303CommonSOLE
13321L108CCJCAMECO CORP$48.7M0.42%1,019,573CommonSOLE
482497104BEKEKE HOLDINGS INC$48.4M0.42%2,429,763CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$48.0M0.41%5,858,860CommonSOLE
55955D100MGNIMAGNITE INC$47.3M0.41%3,416,828CommonSOLE
92837L109VISTVISTA OIL & GAS SAB DE CV$47.2M0.41%1,068,749CommonSOLE
01973R101ALSNALLISON TRANSMISSION HOLDING$46.2M0.40%480,510CommonSOLE
830830105SKYChampion Homes Inc$46.1M0.40%485,600CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$45.5M0.39%1,675,772CommonSOLE
92790C104VRDNViridian Therapeutics Inc$45.3M0.39%1,991,490CommonSOLE
422806109HEIHEICO CORP$45.3M0.39%173,118CommonSOLE
697900108PAASPAN AMERICAN SILVER CORP$44.4M0.38%2,127,238CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$43.5M0.37%783,944CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$42.2M0.36%68,294CommonSOLE
74874Q100QNSTQUINSTREET INC$41.5M0.36%2,170,479CommonSOLE
000899104ADMAADMA BIOLOGICS INC$41.1M0.35%2,055,803CommonSOLE
05969A105TBBKBANCORP INC/THE$40.9M0.35%765,014CommonSOLE
58450V104MAXMEDIAALPHA INC-CLASS A$40.7M0.35%2,247,395CommonSOLE
293594107ENVXENOVIX CORP$40.5M0.35%4,336,190CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$40.0M0.34%871,944CommonSOLE
G0896C103TBBBBBB FOODS INC-CLASS A$40.0M0.34%1,334,842CommonSOLE
92538J106VERXVERTEX INC - CLASS A$39.0M0.33%1,011,981CommonSOLE
916896103UECURANIUM ENERGY CORP$38.8M0.33%6,240,138CommonSOLE
516544103LNTHLANTHEUS HOLDINGS INC$38.2M0.33%347,625CommonSOLE
144285103CRSCARPENTER TECHNOLOGY$37.7M0.32%236,476CommonSOLE
G87110105FTITECHNIPFMC PLC$37.0M0.32%1,411,726CommonSOLE
892672106TWTRADEWEB MARKETS INC-CLASS A$36.7M0.32%296,849CommonSOLE
G6683N103NUNU HOLDINGS LTD/CAYMAN ISL-A$35.9M0.31%2,632,494CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUT$35.6M0.31%254,103CommonSOLE
465741106ITRIITRON INC$35.6M0.31%333,320CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$34.6M0.30%2,161,728CommonSOLE
74982T103RXORXO INC$34.4M0.29%1,227,064CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$33.8M0.29%202,247CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$33.0M0.28%777,590CommonSOLE
92847W103VITLVITAL FARMS INC$32.9M0.28%936,812CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$32.5M0.28%420,727CommonSOLE
53947R105LOARLOAR HOLDINGS INC$32.4M0.28%433,968CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$32.2M0.28%2,660,552CommonSOLE
002896207ANFABERCROMBIE & FITCH CO-CL A$31.4M0.27%224,295CommonSOLE
056525108BMIBADGER METER INC$31.2M0.27%142,733CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LTD$31.1M0.27%1,882,556CommonSOLE
74762E102QUREQUANTA SERVICES INC$30.5M0.26%102,379CommonSOLE
78709Y105SAIASAIA INC$30.4M0.26%69,452CommonSOLE
87936R205VIVTELEFONICA BRASIL-ADR$30.1M0.26%2,929,278CommonSOLE
184496107CLHCLEAN HARBORS INC$29.8M0.26%123,279CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$29.7M0.26%163,304CommonSOLE
008073108AVAVAEROVIRONMENT INC$29.6M0.25%147,388CommonSOLE
20464U100COMPCOMPASS INC - CLASS A$29.5M0.25%4,834,159CommonSOLE
095306106BLBDBLUE BIRD CORP$29.1M0.25%606,274CommonSOLE
687793109OSCROSCAR HEALTH INC - CLASS A$29.0M0.25%1,367,000CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$28.9M0.25%1,285,632CommonSOLE
M98068105WIXWIX.COM LTD$28.8M0.25%172,315CommonSOLE
14167L103CDNACAREDX INC$28.3M0.24%905,381CommonSOLE
10948C107BVBRIGHTVIEW HOLDINGS INC$28.2M0.24%1,794,095CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$28.2M0.24%352,021CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$26.9M0.23%57,682CommonSOLE
589400100MCYMERCURY GENERAL CORP$26.1M0.22%415,075CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$25.6M0.22%349,418CommonSOLE
55287L101MBXMBX BIOSCIENCES INC$25.5M0.22%981,322CommonSOLE
00091G104ACVAACV AUCTIONS INC-A$25.2M0.22%1,241,508CommonSOLE
59001A102MTHMERITAGE HOMES CORP$25.2M0.22%122,842CommonSOLE
04016X101ARGXARGENX SE - ADR$24.7M0.21%45,655CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$24.7M0.21%266,208CommonSOLE
500643200KFYKORN/FERRY INTERNATIONAL$24.7M0.21%327,803CommonSOLE
54300N103LONGBOARD PHARMACEUTICALS IN$24.3M0.21%729,549CommonSOLE
615394202MOG/AMOOG INC-CLASS A$24.2M0.21%120,015CommonSOLE
7495271071RGREV GROUP INC$24.2M0.21%861,534CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$24.1M0.21%279,327CommonSOLE
34354P105FLSFLOWSERVE CORP$24.0M0.21%463,969CommonSOLE
00847J105AGYSAGILYSYS INC$24.0M0.21%219,940CommonSOLE
G7997W102SDRLSEADRILL LTD$23.8M0.20%598,481CommonNONE
536797103LADLITHIA MOTORS INC-CL A$23.6M0.20%74,355CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$23.6M0.20%628,935CommonSOLE
78349D107RXSTRXSIGHT INC$23.3M0.20%472,349CommonSOLE
889478103TOLTOLL BROTHERS INC$23.2M0.20%150,145CommonSOLE
78351F107RYANRyan Specialty Holdings Inc$22.5M0.19%339,417CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$22.3M0.19%99,802CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$22.3M0.19%36,848CommonSOLE
053604104AVPTAVEPOINT INC$22.2M0.19%1,883,991CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED INC$22.2M0.19%3,894,127CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$22.1M0.19%138,858CommonSOLE
13765N107CNNECANNAE HOLDINGS INC$21.9M0.19%1,149,056CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$21.9M0.19%119,673CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$21.8M0.19%1,522,048CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCTS$21.7M0.19%88,154CommonSOLE
624758108MWAMUELLER WATER PRODUCTS INC-A$20.8M0.18%960,186CommonSOLE
336433107FSLRFIRST SOLAR INC$20.7M0.18%83,141CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$20.3M0.17%163,690CommonSOLE
122017106BURLBURLINGTON STORES INC$20.2M0.17%76,693CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$20.2M0.17%687,080CommonSOLE
683344105ONTOONTO INNOVATION INC$20.2M0.17%97,311CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$20.1M0.17%472,783CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$20.0M0.17%445,352CommonSOLE
443201108HWMHOWMET AEROSPACE INC$19.6M0.17%195,614CommonSOLE
98419M100XYLXYLEM INC$19.4M0.17%143,622CommonSOLE
256163106DOCUDOCUSIGN INC$19.2M0.16%308,542CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$19.0M0.16%174,851CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$18.9M0.16%798,762CommonSOLE
G3934V109GENIGENIUS SPORTS LTD$18.6M0.16%2,366,671CommonSOLE
381013101GDENGOLDEN ENTERTAINMENT INC$18.4M0.16%579,508CommonSOLE
91680M107UPSTUPSTART HOLDINGS INC$18.3M0.16%458,227CommonSOLE
G52694109KNSAKiniksa Pharmaceuticals Intern$18.3M0.16%730,943CommonSOLE
303250104FICOFAIR ISAAC CORP$18.3M0.16%9,393CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$18.2M0.16%776,839CommonSOLE
12763L105CDRECADRE HOLDINGS INC$18.2M0.16%478,350CommonSOLE
09352U108BLNDBLEND LABS INC-A$18.0M0.15%4,809,441CommonSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$17.8M0.15%1,617,628CommonSOLE
09549B104BLFYBLUE FOUNDRY BANCORP$17.6M0.15%1,717,776CommonSOLE
00827B106AFRMAFFIRM HOLDINGS INC$17.6M0.15%430,499CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$17.4M0.15%2,091,801CommonSOLE
780287108RGLDROYAL GOLD INC$17.4M0.15%123,774CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S - ADR$17.1M0.15%114,314CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY$17.0M0.15%727,861CommonSOLE
453204109PIIMPINJ INC$16.8M0.14%77,437CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$16.7M0.14%590,501CommonSOLE
888787108TOSTTOAST INC-CLASS A$16.4M0.14%578,747CommonSOLE
878742204TECKTECK RESOURCES LTD - CLS B$15.6M0.13%299,346CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$15.2M0.13%1,404,798CommonSOLE
971378104WSCWillScot Holdings Corp$15.1M0.13%401,343CommonSOLE
443628102HBMHUDBAY MINERALS INC$15.1M0.13%1,638,478CommonSOLE
142339100CSLCARLISLE COS INC$15.0M0.13%33,386CommonSOLE
82846H405QXOQXO INC$14.4M0.12%910,301CommonSOLE
50101L106DNUTKRISPY KREME INC$14.2M0.12%1,321,213CommonSOLE
92846Q107COCOVITA COCO CO INC/THE$13.6M0.12%481,984CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$13.5M0.12%204,970CommonSOLE
93403J106WRBYWARBY PARKER INC-CLASS A$13.3M0.11%812,570CommonSOLE
553498106MSAMSA SAFETY INC$12.8M0.11%72,114CommonSOLE
739128106POWLPOWELL INDUSTRIES INC$12.7M0.11%57,422CommonSOLE
36165L108GDSGDS HOLDINGS LTD - ADR$12.7M0.11%624,334CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$12.6M0.11%651,329CommonSOLE
52603A208LCLENDINGCLUB CORP$12.5M0.11%1,090,481CommonSOLE
G9456A100GLNGGOLAR LNG LTD$12.5M0.11%339,045CommonSOLE
92337F107VCYTVERACYTE INC$12.3M0.11%362,212CommonSOLE
457669307INSMINSMED INC$12.2M0.10%167,430CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$12.2M0.10%1,151,972CommonSOLE
78435P105SEZLSEZZLE INC$11.9M0.10%69,740CommonSOLE
233051879ASHRDEUTSCHE X-TRACKERS HARVEST$11.8M0.10%413,629CommonNONE
642045108AESIATLAS ENERGY SOLUTIONS INC$11.7M0.10%537,166CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$11.5M0.10%59,369CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$11.3M0.10%65,752CommonSOLE
653656108NICENICE SYSTEMS LTD-SPONS ADR$11.3M0.10%64,797CommonNONE
03674X106ARANTERO RESOURCES CORP$11.2M0.10%391,809CommonSOLE
75734B100RDDTREDDIT INC-CL A$11.1M0.10%168,099CommonSOLE
00181T107GOLDA-MARK PRECIOUS METALS INC$10.9M0.09%247,416CommonSOLE
00790R104WMSADVANCED DRAINAGE SYSTEMS IN$10.9M0.09%69,454CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$10.9M0.09%66,746CommonSOLE
26969P108EXPEAGLE MATERIALS INC$10.8M0.09%37,596CommonSOLE
156504300CCSCENTURY COMMUNITIES INC$10.7M0.09%103,762CommonSOLE
45784P101PODDINSULET CORP$10.6M0.09%45,347CommonSOLE
87318A101TWFGTWFG INC$10.4M0.09%385,251CommonSOLE
983793100XPOXPO Inc$10.3M0.09%95,434CommonSOLE
13100M509CALXCALIX INC$10.0M0.09%258,618CommonSOLE
09075A108BVSBIOVENTUS INC - A$10.0M0.09%837,514CommonSOLE
57060D108MKTXMARKETAXESS HOLDINGS INC$10.0M0.09%38,854CommonSOLE
402635502GPORGULFPORT ENERGY CORP$9.8M0.08%65,029CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS$9.6M0.08%95,738CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$9.6M0.08%166,056CommonSOLE
68213N109OMCLOMNICELL INC$9.4M0.08%215,379CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$9.2M0.08%229,969CommonSOLE
75737F108RDFNREDFIN CORP$9.1M0.08%727,899CommonSOLE
89055F103BLDTOPBUILD CORP$9.1M0.08%22,296CommonSOLE
65340P106NXENEXGEN ENERGY LTD$9.0M0.08%1,385,441CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$8.9M0.08%32,350CommonSOLE
30041R108EVEREVERQUOTE INC - CLASS A$8.8M0.08%417,588CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HOLDINGS I$8.8M0.08%312,783CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$8.4M0.07%1,279,088CommonSOLE
013091103ACIALBERTSON COS INC$8.4M0.07%451,942CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$8.2M0.07%70,807CommonSOLE
29270J100ERIIENERGY RECOVERY INC$8.1M0.07%467,227CommonSOLE
M6372Q113KRNTKORNIT DIGITAL LTD$8.1M0.07%313,329CommonSOLE
G8068L108SNSHARKNINJA INC$7.7M0.07%70,402CommonSOLE
687604108ORKAORUKA THERAPEUTICS INC$7.6M0.06%308,795CommonSOLE
156944100CGONCG ONCOLOGY INC$7.5M0.06%199,983CommonSOLE
45337C102INCYINCYTE CORP$7.4M0.06%111,919CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$7.3M0.06%526,732CommonSOLE
78574H104SOCSABLE OFFSHORE CORP$7.3M0.06%308,490CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING$7.2M0.06%126,067CommonNONE
452327109ILMNILLUMINA INC$7.0M0.06%53,571CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$6.9M0.06%541,884CommonSOLE
11040G103VTOLBRISTOW GROUP INC$6.9M0.06%199,281CommonSOLE
40145W101GRDNGUARDIAN PHRMCY SERVICES-A$6.9M0.06%408,712CommonSOLE
46434G764EMXCISHARES MSCI EMR MRK EX CHNA$6.8M0.06%111,744CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$6.6M0.06%189,309CommonSOLE
89679E300TFINTRIUMPH FINANCIAL INC$6.6M0.06%82,616CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$6.5M0.06%130,940CommonSOLE
83089J108SKYTSKYWATER TECHNOLOGY INC$6.4M0.05%705,003CommonSOLE
V5633W109MMYTMAKEMYTRIP LTD$6.3M0.05%68,013CommonNONE
36262G101GXOGXO LOGISTICS INC$6.0M0.05%115,221CommonSOLE
46434V423KSAISHARES MSCI SAUDI ARABIA ET$5.9M0.05%138,620CommonNONE
147448104CWSTCASELLA WASTE SYSTEMS INC-A$5.8M0.05%58,251CommonSOLE
64049M209NEONEOGENOMICS INC$5.7M0.05%387,643CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$5.7M0.05%122,967CommonSOLE
518613203LAURLAUREATE EDUCATION INC-A$5.7M0.05%340,292CommonNONE
75321W103PACKRANPAK HOLDINGS CORP$5.6M0.05%863,036CommonSOLE
126402106CSWCSW INDUSTRIALS INC$5.5M0.05%15,005CommonSOLE
G33033104KDKARES ACQUISITION CORP II$5.4M0.05%500,000CommonSOLE
G4375F108HYACHAYMAKER ACQ CORP II - CL A$5.3M0.05%500,000CommonSOLE
825698103SPARUSDShyft Group Inc/The$5.2M0.04%414,965CommonSOLE
037833100AAPLAPPLE INC$5.2M0.04%22,290CommonSOLE
500946108KRROKORRO BIO INC$5.2M0.04%154,495CommonSOLE
05463X106AXGNAXOGEN INC$5.0M0.04%358,860CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$4.7M0.04%106,815CommonSOLE
00187Y100APGAPI GROUP CORP$4.5M0.04%136,837CommonSOLE
25960R105PLOWDOUGLAS DYNAMICS INC$4.5M0.04%163,119CommonSOLE
707569109PENNPENN NATIONAL GAMING INC$4.4M0.04%234,289CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$4.4M0.04%252,092CommonSOLE
89422G107TVTXTravere Therapeutics Inc$4.4M0.04%313,242CommonSOLE
64135M105NGNENEUROGENE INC$4.3M0.04%102,187CommonSOLE
67066G104NVDANVIDIA CORP$4.3M0.04%35,293CommonSOLE
60938K304MONEYLION INC$3.7M0.03%88,638CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC$3.5M0.03%83,666CommonSOLE
594918104MSFTMICROSOFT CORP$3.4M0.03%7,918CommonSOLE
48581R205KSPIJSC KASPI.KZ ADR$3.4M0.03%32,075CommonSOLE
28658R106CLYMELIEM THERAPEUTICS INC$3.1M0.03%612,387CommonSOLE
17133Q502CHTCHUNGHWA TELECOM LT-SPON ADR$3.1M0.03%78,571CommonNONE
21833P301CRBPCORBUS PHARMACEUTICALS HOLDI$2.6M0.02%127,787CommonSOLE
07725L102ONCBEIGENE LTD-ADR$2.6M0.02%11,582CommonSOLE
83086J200SKYESKYE BIOSCIENCE INC$2.5M0.02%650,758CommonSOLE
09203E105BDTXBLACK DIAMOND THERAPEUTICS I$2.4M0.02%555,111CommonSOLE
30303M102METAMeta Platforms Inc$2.4M0.02%4,158CommonSOLE
M4757U106GAUZGAUZY LTD$2.4M0.02%266,565CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES$2.2M0.02%435,294CommonSOLE
023135106AMZNAMAZON.COM INC$1.8M0.02%9,666CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.7M0.01%14,836CommonSOLE
690469101OVIDOVID THERAPEUTICS INC$1.7M0.01%1,400,191CommonSOLE
48251W104KKRKKR & CO INC$1.6M0.01%12,187CommonSOLE
02079K305GOOGLALPHABET INC - CL A$1.6M0.01%9,377CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.6M0.01%7,354CommonSOLE
11135F101AVGOBROADCOM INC$1.5M0.01%8,954CommonSOLE
88034P109TMETENCENT MUSIC ENTERTAINM-ADR$1.5M0.01%128,066CommonSOLE
G9451V109VINPVINCI PARTNERS INVESTMENTS-A$1.5M0.01%154,158CommonSOLE
697660207PAMPAMPA ENERGIA SA-SPON ADR$1.3M0.01%21,427CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.3M0.01%17,051CommonSOLE
21217B100CTNMCONTINEUM THERAPEUTICS INC-A$1.3M0.01%66,667CommonSOLE
68622P109ORICORIC PHARMACEUTICALS INC$1.2M0.01%119,083CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$1.2M0.01%3,283CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.2M0.01%2,665CommonSOLE
88339J105TTDTRADE DESK INC/THE -CLASS A$1.2M0.01%10,557CommonSOLE
931142103WMTWAL-MART STORES INC$1.1M0.01%14,150CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS -CL A$1.1M0.01%598CommonSOLE
532457108LLYELI LILLY & CO$1.1M0.01%1,190CommonSOLE
G54950103LINLINDE PLC$1.0M0.01%2,111CommonSOLE
78463V107GLDSPDR GOLD TRUST$964,7050.01%3,969CommonNONE
H5919C104ONONON HOLDING AG-CLASS A$918,8980.01%18,323CommonSOLE
060505104BACBANK OF AMERICA CORP$832,6450.01%20,984CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$825,1760.01%14,321CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$796,2230.01%7,670CommonSOLE
046353108AZNNASTRAZENECA PLC-SPONS ADR$774,5810.01%9,942CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$765,2960.01%9,500CommonSOLE
81762P102NOWSERVICENOW INC$721,7730.01%807CommonSOLE
776696106ROPROPER INDUSTRIES INC$696,6630.01%1,252CommonSOLE
18915M107NETCLOUDFLARE INC - CLASS A$689,3450.01%8,522CommonSOLE
147528103CASYCASEY'S GENERAL STORES INC$659,3710.01%1,755CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$652,4140.01%15,254CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH$637,0120.01%2,243CommonSOLE
71377E105PFMTUSDPERFORMANT FINANCIAL CORP$632,7560.01%169,186CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$627,0790.01%8,512CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$613,3290.01%1,049CommonSOLE
127190304CACICACI INTERNATIONAL INC -CL A$613,0400.01%1,215CommonSOLE
863667101SYKSTRYKER CORP$593,9110.01%1,644CommonSOLE
842587107SOSOUTHERN CO/THE$576,5210.00%6,393CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET$565,0530.00%7,523CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$543,6790.00%1,169CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC-CL B$531,6000.00%1,155CommonSOLE
G21301125CCIXUCHURCHILL CAPITAL CORP IX$504,0000.00%50,000CommonSOLE
088606108BHPBHP GROUP LTD$501,7670.00%16,226CommonSOLE
871607107SNPSSYNOPSYS INC$490,6920.00%969CommonSOLE
03589W102ANNXAnnexon, Inc.$490,4870.00%258,314CommonNONE
02079K107GOOGALPHABET INC - CL C$469,9710.00%2,811CommonSOLE
34385P108LABSTANDARD BIOTOOLS INC$456,4040.00%236,479CommonSOLE
912008109USFDUS FOODS HOLDING CORP$455,1620.00%7,401CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$429,4750.00%5,955CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$427,8980.00%732CommonSOLE
04626A103ALABASTERA LABS INC$414,4570.00%7,911CommonSOLE
172908105CTASCINTAS CORP$398,5840.00%1,936CommonSOLE
149123101CATCATERPILLAR INC$356,7010.00%912CommonSOLE
46432F388VLUEISHARES MSCI USA VALUE FACTOR ETF$349,1460.00%3,202CommonNONE
36315X101LKFTGALAPAGOS NV-SPON ADR$323,4560.00%11,235CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$315,7580.00%3,768CommonSOLE
867224107SUSUNCOR ENERGY INC$310,0510.00%8,400CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$296,1930.00%1,285CommonSOLE
872590104TMUST-MOBILE US INC$293,8570.00%1,424CommonSOLE
78463M107SPSCSPS COMMERCE INC$287,3720.00%1,480CommonSOLE
02209S103MOALTRIA GROUP INC$280,7200.00%5,500CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$279,5370.00%595CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$275,7060.00%1,224CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$260,8850.00%14,823CommonSOLE
29476L107EQREQUITY RESIDENTIAL$254,4300.00%3,417CommonSOLE
747525103QCOMQUALCOMM INC$254,3950.00%1,496CommonSOLE
036752103ELVELEVANCE HEALTH INC$236,6000.00%455CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$228,9170.00%3,126CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRIS$217,4900.00%10,630CommonSOLE
M7S64L107PGYWWPAGAYA TECHNOLOGIES LTD$88,9320.00%480,716CommonSOLE
G33033120KDKRWARES ACQUISITION CORP II$37,5000.00%250,000CommonSOLE
G4375F116HAYMAKER ACQUISITION CORP IV$32,5000.00%249,999CommonSOLE
96812F110BAERWBRIDGER AEROSPACE GRP HLDGS$31,0730.00%620,220CommonSOLE
320703119CLDWWCALIDI BIOTHERAPEUTICS INC$9,3000.00%750,000CommonSOLE

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.