MondegarAI
DRIEHAUS CAPITAL MANAGEMENT LLC

Q4 2024 · 13F-HR

DRIEHAUS CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-02-14 · accession 0000938206-25-000009

$12.12B
Reported value
381
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$613.9M5.07%3,108,347CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$314.0M2.59%6,141,014CommonSOLE
45104G104IBNICICI BANK LTD-SPON ADR$203.3M1.68%6,808,904CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$177.2M1.46%4,520,595CommonSOLE
04626A103ALABASTERA LABS INC$175.4M1.45%1,324,330CommonSOLE
607828100MODMODINE MANUFACTURING CO$166.9M1.38%1,439,980CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD/ISRAEL$159.3M1.31%478,096CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$157.0M1.30%1,090,006CommonSOLE
632307104NTRANATERA INC$146.1M1.21%923,045CommonSOLE
21874A106CORZCORE SCIENTIFIC INC$144.2M1.19%10,264,204CommonSOLE
816850101SMTCSEMTECH CORP$125.7M1.04%2,032,316CommonSOLE
377322102GKOSGLAUKOS CORP$123.0M1.01%820,123CommonSOLE
358039105FRPTFRESHPET INC$120.1M0.99%810,646CommonSOLE
85208M102SFMSPROUTS FARMERS MARKET INC$119.8M0.99%942,785CommonSOLE
05464C101AXONAXON ENTERPRISE INC$119.5M0.99%201,035CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$118.0M0.97%2,605,310CommonSOLE
19247G107COHRCOHERENT INC$116.5M0.96%1,230,125CommonSOLE
13321L108CCJCAMECO CORP$115.4M0.95%2,245,539CommonSOLE
34354P105FLSFLOWSERVE CORP$108.7M0.90%1,888,917CommonSOLE
231561101CWCURTISS-WRIGHT CORP$103.5M0.85%291,582CommonSOLE
498894104KNFKNIFE RIVER CORP$99.9M0.82%983,212CommonSOLE
M7S64H106MNDYMONDAY.COM LTD$96.7M0.80%410,695CommonSOLE
146869102CVNACARVANA CO$95.8M0.79%471,252CommonSOLE
92243G108PCVXVAXCYTE INC$95.5M0.79%1,166,833CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$93.8M0.77%1,028,848CommonSOLE
G2519Y108BAPCREDICORP LTD$92.9M0.77%506,493CommonSOLE
07831C103BRBRBELLRING BRANDS INC-CLASS A$92.2M0.76%1,224,040CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$89.4M0.74%1,329,724CommonSOLE
148929102CAVACAVA GROUP INC$85.7M0.71%760,097CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$83.0M0.69%6,712,449CommonSOLE
82982T106SITMSITIME CORP$82.7M0.68%385,325CommonSOLE
000360206AAONAAON INC$81.6M0.67%693,407CommonSOLE
29082A107EMBJEMBRAER SA-ADR$80.8M0.67%2,203,574CommonSOLE
204166102CVLTCOMMVAULT SYSTEMS INC$77.3M0.64%512,251CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$76.8M0.63%2,093,426CommonSOLE
87043Q108SGSWEETGREEN INC - CLASS A$76.6M0.63%2,390,289CommonSOLE
224408104CRCRANE CO$72.5M0.60%477,604CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$72.3M0.60%1,290,975CommonSOLE
88080T104WULFTERAWULF INC$72.1M0.59%12,733,291CommonSOLE
29977A105EVREVERCORE INC - A$70.1M0.58%252,732CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$68.8M0.57%408,287CommonSOLE
58733R102MELIMERCADOLIBRE INC$67.7M0.56%39,833CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$67.4M0.56%159,010CommonSOLE
26701L100BROSDUTCH BROS INC-CLASS A$67.1M0.55%1,281,818CommonSOLE
89677Q107TCOMTRIP.COM GROUP LTD-ADR$66.8M0.55%973,034CommonSOLE
98850P109YUMCYUM CHINA HOLDINGS INC$66.5M0.55%1,381,026CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC-A$66.5M0.55%751,205CommonSOLE
819047101SHAKSHAKE SHACK INC - CLASS A$66.3M0.55%511,166CommonSOLE
482497104BEKEKE HOLDINGS INC$65.9M0.54%3,578,894CommonSOLE
881624209TEVATEVA PHARMACEUTICAL-SP ADR$65.8M0.54%2,986,111CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$65.4M0.54%2,955,669CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$65.3M0.54%2,803,655CommonSOLE
74874Q100QNSTQUINSTREET INC$64.3M0.53%2,787,695CommonSOLE
92837L109VISTVISTA OIL & GAS SAB DE CV$64.2M0.53%1,185,669CommonSOLE
88162G103TTEKTETRA TECH INC$63.9M0.53%1,603,928CommonSOLE
916896103UECURANIUM ENERGY CORP$63.6M0.52%9,499,842CommonSOLE
670703107NUVLNUVALENT INC-A$62.1M0.51%793,416CommonSOLE
488401100KMPRKEMPER CORP$62.1M0.51%934,571CommonSOLE
52661A108DRSLEONARDO DRS INC$62.0M0.51%1,920,298CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA-ADR$61.7M0.51%990,763CommonSOLE
830940102SKWDSKYWARD SPECIALTY INSURANCE$61.4M0.51%1,215,672CommonSOLE
00091G104ACVAACV AUCTIONS INC-A$61.3M0.51%2,837,165CommonSOLE
185123106CWANCLEARWATER ANALYTICS HDS-A$60.9M0.50%2,214,452CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$59.8M0.49%451,464CommonSOLE
81734D104SEPNSEPTERNA INC$59.3M0.49%2,589,553CommonSOLE
40416E103HCIHCI GROUP INC$58.7M0.48%503,537CommonSOLE
52603A208LCLENDINGCLUB CORP$58.1M0.48%3,588,799CommonSOLE
69753M105PLMRPALOMAR HOLDINGS INC$57.2M0.47%542,142CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$57.2M0.47%685,010CommonSOLE
L44385109GLOBGLOBANT SA$56.9M0.47%265,380CommonSOLE
86333M108LRNSTRIDE INC$56.8M0.47%546,636CommonSOLE
92538J106VERXVERTEX INC - CLASS A$56.7M0.47%1,063,711CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S.A.-ADR$56.6M0.47%4,400,224CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$55.9M0.46%1,390,372CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$55.8M0.46%2,057,410CommonSOLE
67059N108NTNXNUTANIX INC - A$55.2M0.46%902,630CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$55.1M0.45%595,980CommonSOLE
01973R101ALSNALLISON TRANSMISSION HOLDING$54.6M0.45%505,321CommonSOLE
G4124C109GRABGRAB HOLDINGS LTD - CL A$54.4M0.45%11,534,614CommonSOLE
144285103CRSCARPENTER TECHNOLOGY$54.3M0.45%319,783CommonSOLE
N5749R1002GHMERUS NV$53.8M0.44%1,280,337CommonSOLE
M98068105WIXWIX.COM LTD$53.2M0.44%247,812CommonSOLE
55955D100MGNIMAGNITE INC$52.8M0.44%3,318,493CommonSOLE
465562106ITUBITAU UNIBANCO HLDNG-PREF ADR$51.5M0.42%10,373,676CommonSOLE
536797103LADLITHIA MOTORS INC-CL A$50.8M0.42%142,124CommonSOLE
G87110105FTITECHNIPFMC PLC$48.8M0.40%1,687,435CommonSOLE
922280102VRNSVARONIS SYSTEMS INC$48.2M0.40%1,084,651CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$47.9M0.39%315,210CommonSOLE
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$47.5M0.39%373,921CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$47.4M0.39%760,841CommonSOLE
011532108AGIALAMOS GOLD INC-CLASS A$47.0M0.39%2,549,393CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$47.0M0.39%1,041,059CommonSOLE
92337F107VCYTVERACYTE INC$46.9M0.39%1,183,766CommonSOLE
402635502GPORGULFPORT ENERGY CORP$46.9M0.39%254,471CommonSOLE
70202L102PSNPARSONS CORP$45.5M0.38%493,245CommonSOLE
379577208GMEDGLOBUS MEDICAL INC - A$45.1M0.37%545,744CommonSOLE
G0896C103TBBBBBB FOODS INC-CLASS A$44.3M0.37%1,567,285CommonSOLE
36165L108GDSGDS HOLDINGS LTD - ADR$43.9M0.36%1,845,623CommonSOLE
91680M107UPSTUPSTART HOLDINGS INC$43.6M0.36%708,450CommonSOLE
056525108BMIBADGER METER INC$40.9M0.34%192,598CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$39.9M0.33%1,493,791CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$38.9M0.32%267,251CommonSOLE
89422G107TVTXTravere Therapeutics Inc$38.6M0.32%2,217,975CommonSOLE
892672106TWTRADEWEB MARKETS INC-CLASS A$38.1M0.31%291,146CommonSOLE
011659109ALKALASKA AIR GROUP INC$37.6M0.31%580,107CommonSOLE
465741106ITRIITRON INC$37.2M0.31%342,427CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LTD$37.1M0.31%1,864,398CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$36.5M0.30%191,495CommonSOLE
74982T103RXORXO INC$36.2M0.30%1,517,931CommonSOLE
773122106ROCKET LAB USA INC$36.0M0.30%1,412,931CommonSOLE
92790C104VRDNViridian Therapeutics Inc$36.0M0.30%1,875,876CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$35.7M0.29%1,228,058CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$34.9M0.29%829,465CommonSOLE
78709Y105SAIASAIA INC$34.5M0.28%75,726CommonSOLE
29414B104EPAMEPAM SYSTEMS INC$33.7M0.28%143,971CommonSOLE
830830105SKYChampion Homes Inc$33.5M0.28%380,261CommonSOLE
74762E102QUREQUANTA SERVICES INC$33.5M0.28%105,880CommonSOLE
516544103LNTHLANTHEUS HOLDINGS INC$33.2M0.27%370,661CommonSOLE
G3323L100FNFABRINET$32.7M0.27%148,722CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$32.4M0.27%869,268CommonSOLE
92846Q107COCOVITA COCO CO INC/THE$31.5M0.26%854,617CommonSOLE
453204109PIIMPINJ INC$31.0M0.26%213,714CommonSOLE
29084Q100EMEEMCOR GROUP INC$31.0M0.26%68,352CommonSOLE
M20791105CAMTCAMTEK LTD$31.0M0.26%383,263CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$30.9M0.25%369,617CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$30.2M0.25%2,200,517CommonSOLE
05969A105TBBKBANCORP INC/THE$30.1M0.25%571,583CommonSOLE
03674X106ARANTERO RESOURCES CORP$30.0M0.25%856,005CommonSOLE
00827B106AFRMAFFIRM HOLDINGS INC$29.5M0.24%483,748CommonSOLE
184496107CLHCLEAN HARBORS INC$29.4M0.24%127,870CommonSOLE
55287L101MBXMBX BIOSCIENCES INC$29.2M0.24%1,581,760CommonSOLE
04016X101ARGXARGENX SE - ADR$29.1M0.24%47,354CommonSOLE
300426103ECGEVERUS CONSTRUCTION GROUP$28.9M0.24%439,888CommonSOLE
008073108AVAVAEROVIRONMENT INC$28.8M0.24%187,190CommonSOLE
75734B100RDDTREDDIT INC-CL A$28.5M0.24%174,268CommonSOLE
10948C107BVBRIGHTVIEW HOLDINGS INC$28.4M0.23%1,774,102CommonSOLE
G6683N103NUNU HOLDINGS LTD/CAYMAN ISL-A$27.9M0.23%2,690,146CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$27.6M0.23%515,646CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$26.8M0.22%1,598,183CommonSOLE
45784P101PODDINSULET CORP$26.1M0.22%99,886CommonSOLE
002896207ANFABERCROMBIE & FITCH CO-CL A$26.0M0.21%173,687CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$25.6M0.21%318,135CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$25.3M0.21%105,528CommonSOLE
53947R105LOARLOAR HOLDINGS INC$25.2M0.21%341,144CommonSOLE
615394202MOG/AMOOG INC-CLASS A$25.1M0.21%127,573CommonSOLE
G3934V109GENIGENIUS SPORTS LTD$25.0M0.21%2,889,112CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$25.0M0.21%324,918CommonSOLE
293594107ENVXENOVIX CORP$24.8M0.20%2,282,053CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$24.8M0.20%122,136CommonSOLE
7495271071RGREV GROUP INC$24.7M0.20%776,037CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC-A$24.6M0.20%751,995CommonSOLE
697900108PAASPAN AMERICAN SILVER CORP$24.5M0.20%1,214,061CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$24.3M0.20%263,220CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$24.1M0.20%1,279,691CommonSOLE
501270102KRUSKURA SUSHI USA INC-CLASS A$24.1M0.20%265,660CommonSOLE
20464U100COMPCOMPASS INC - CLASS A$23.7M0.20%4,047,651CommonSOLE
000899104ADMAADMA BIOLOGICS INC$23.5M0.19%1,371,207CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED INC$23.5M0.19%3,376,207CommonSOLE
93403J106WRBYWARBY PARKER INC-CLASS A$23.3M0.19%964,441CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$23.3M0.19%38,259CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$23.2M0.19%942,698CommonSOLE
78351F107RYANRyan Specialty Holdings Inc$22.6M0.19%351,881CommonSOLE
80706P103SRRKSCHOLAR ROCK HOLDING CORP$22.3M0.18%516,005CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$22.3M0.18%219,306CommonSOLE
13765N107CNNECANNAE HOLDINGS INC$22.2M0.18%1,116,710CommonSOLE
122017106BURLBURLINGTON STORES INC$21.5M0.18%75,385CommonSOLE
624758108MWAMUELLER WATER PRODUCTS INC-A$21.4M0.18%949,401CommonSOLE
V5633W109MMYTMAKEMYTRIP LTD$20.8M0.17%185,677CommonSOLE
00847J105AGYSAGILYSYS INC$20.5M0.17%155,980CommonSOLE
422806109HEIHEICO CORP$20.4M0.17%85,628CommonSOLE
256163106DOCUDOCUSIGN INC$19.7M0.16%219,456CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HOLDINGS$19.7M0.16%764,736CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$19.5M0.16%137,442CommonSOLE
39813G109GDYNGrid Dynamics Holdings Inc$19.5M0.16%874,902CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$19.4M0.16%173,858CommonSOLE
888787108TOSTTOAST INC-CLASS A$19.4M0.16%531,262CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$19.3M0.16%1,922,809CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$19.1M0.16%121,702CommonSOLE
500946108KRROKORRO BIO INC$18.8M0.16%494,905CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$18.8M0.16%510,594CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$18.6M0.15%110,333CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$18.3M0.15%248,219CommonSOLE
G8068L108SNSHARKNINJA INC$18.1M0.15%186,126CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$17.7M0.15%583,866CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS$17.4M0.14%162,771CommonSOLE
74164F103PRIMPRIMORIS SERVICES CORP$17.0M0.14%222,501CommonSOLE
053604104AVPTAVEPOINT INC$16.8M0.14%1,018,405CommonSOLE
09549B104BLFYBLUE FOUNDRY BANCORP$16.8M0.14%1,707,776CommonSOLE
457642205INODINNODATA INC$16.7M0.14%422,894CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$16.7M0.14%378,035CommonSOLE
98423F109XMTRXOMETRY INC-A$16.6M0.14%387,973CommonSOLE
983793100XPOXPO Inc$16.4M0.14%125,321CommonSOLE
836100107SOUNSOUNDHOUND AI INC-A$16.4M0.14%827,695CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY$16.2M0.13%615,569CommonSOLE
303250104FICOFAIR ISAAC CORP$16.2M0.13%8,123CommonSOLE
05463X106AXGNAXOGEN INC$15.7M0.13%954,439CommonSOLE
918284100VSECVSE CORP$15.7M0.13%165,035CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$15.6M0.13%399,387CommonSOLE
83418M103SEISOLARIS ENERGY INFRASTRUCTUR$15.4M0.13%535,801CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$15.4M0.13%644,085CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$15.3M0.13%1,096,769CommonSOLE
14167L103CDNACAREDX INC$14.7M0.12%688,395CommonSOLE
76156B107RVLVREVOLVE GROUP INC$14.5M0.12%433,880CommonSOLE
443201108HWMHOWMET AEROSPACE INC$14.5M0.12%132,330CommonSOLE
G9456A100GLNGGOLAR LNG LTD$14.2M0.12%335,240CommonSOLE
920253101VMIVALMONT INDUSTRIES$14.2M0.12%46,238CommonSOLE
65340P106NXENEXGEN ENERGY LTD$14.2M0.12%2,146,030CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$14.0M0.12%102,921CommonSOLE
78435P105SEZLSEZZLE INC$14.0M0.12%54,746CommonSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$14.0M0.12%1,561,791CommonSOLE
92847W103VITLVITAL FARMS INC$13.9M0.11%369,113CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$13.6M0.11%855,502CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$13.6M0.11%239,859CommonSOLE
971378104WSCWillScot Holdings Corp$13.3M0.11%398,682CommonSOLE
69376K106RPCP10 INC-A$13.3M0.11%1,052,486CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$13.2M0.11%593,693CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$13.1M0.11%339,698CommonSOLE
M6372Q113KRNTKORNIT DIGITAL LTD$12.8M0.11%413,056CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$12.7M0.10%1,135,988CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$12.7M0.10%164,912CommonSOLE
514952100LBLANDBRIDGE CO LLC-A$12.7M0.10%196,220CommonSOLE
57776J100MXLMAXLINEAR INC-CLASS A$12.7M0.10%640,783CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$12.4M0.10%26,631CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S - ADR$12.2M0.10%88,496CommonSOLE
G52694109KNSAKiniksa Pharmaceuticals Intern$12.1M0.10%613,550CommonSOLE
381013101GDENGOLDEN ENTERTAINMENT INC$12.1M0.10%383,738CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HOLDINGS I$12.1M0.10%339,305CommonSOLE
60937P106MDBMONGODB INC$12.0M0.10%51,719CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$12.0M0.10%542,828CommonNONE
G2003N105BEAGBOLD EAGLE ACQUISITION COR-A$11.8M0.10%1,200,000CommonSOLE
457669307INSMINSMED INC$11.8M0.10%171,289CommonSOLE
09075A108BVSBIOVENTUS INC - A$11.8M0.10%1,119,855CommonSOLE
87318A101TWFGTWFG INC$11.7M0.10%380,925CommonSOLE
452327109ILMNILLUMINA INC$11.6M0.10%87,078CommonSOLE
095306106BLBDBLUE BIRD CORP$11.6M0.10%300,933CommonSOLE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$11.6M0.10%313,591CommonSOLE
30161Q104EXELEXELIXIS INC$11.6M0.10%346,943CommonSOLE
780287108RGLDROYAL GOLD INC$11.5M0.10%87,366CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$11.4M0.09%24,467CommonSOLE
26969P108EXPEAGLE MATERIALS INC$11.3M0.09%45,596CommonSOLE
78574H104SOCSABLE OFFSHORE CORP$11.2M0.09%487,096CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$11.1M0.09%1,136,335CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$11.0M0.09%1,443,605CommonSOLE
82846H405QXOQXO INC$10.9M0.09%688,525CommonSOLE
00508Y102AYIACUITY BRANDS INC$10.9M0.09%37,304CommonSOLE
58450V104MAXMEDIAALPHA INC-CLASS A$10.8M0.09%960,757CommonSOLE
68373M107OPRAOPERA LTD-ADR$10.6M0.09%562,099CommonNONE
002474104AZZAZZ INC$10.6M0.09%129,541CommonSOLE
88339P101REALREALREAL INC/THE$10.4M0.09%948,749CommonSOLE
15643U104LEUCENTRUS ENERGY CORP-CLASS A$10.4M0.09%155,633CommonSOLE
09352U108BLNDBLEND LABS INC-A$10.2M0.08%2,434,596CommonSOLE
51819L107SWIMLATHAM GROUP INC$10.2M0.08%1,468,527CommonSOLE
81684M104SMLRSEMLER SCIENTIFIC INC$10.1M0.08%187,449CommonSOLE
12763L105CDRECADRE HOLDINGS INC$9.8M0.08%303,085CommonSOLE
68134L109OLOGBXOLO INC - CLASS A$9.7M0.08%1,261,888CommonSOLE
05603J108BKVBKV CORPORATION$9.6M0.08%401,728CommonSOLE
68213N109OMCLOMNICELL INC$9.5M0.08%212,960CommonSOLE
17253J106CIFRCIPHER MINING INC$9.4M0.08%2,034,312CommonSOLE
12448X201BYRNBYRNA TECHNOLOGIES INC$9.3M0.08%322,954CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$9.2M0.08%1,661,846CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$9.1M0.08%502,903CommonSOLE
G6717R120OACCUOAKTREE ACQUISITION III LIFE$9.1M0.08%900,000CommonSOLE
311642102FAROFARO TECHNOLOGIES INC$9.0M0.07%354,490CommonSOLE
013091103ACIALBERTSON COS INC$8.9M0.07%451,942CommonSOLE
866683105SNCYSUN COUNTRY AIRLINES HOLDING$8.9M0.07%608,209CommonSOLE
G2949D104DYNCDYNAMIX CORP$8.8M0.07%900,000CommonSOLE
N97284108NBISNEBIUS GROUP NV$8.8M0.07%317,552CommonNONE
733245104PRCHPORCH GROUP INC$8.5M0.07%1,737,732CommonSOLE
90138F102TWLOTWILIO INC - A$8.4M0.07%77,329CommonSOLE
40145W101GRDNGUARDIAN PHRMCY SERVICES-A$8.2M0.07%404,520CommonSOLE
19046P209CCBCOASTAL FINANCIAL CORP/WA$8.2M0.07%96,215CommonSOLE
518613203LAURLAUREATE EDUCATION INC-A$8.1M0.07%444,572CommonNONE
589889104MMSIMERIT MEDICAL SYSTEMS INC$8.1M0.07%83,464CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$7.9M0.07%33,480CommonSOLE
739128106POWLPOWELL INDUSTRIES INC$7.7M0.06%34,519CommonSOLE
15678C102CBLLCERIBELL INC$7.2M0.06%280,005CommonSOLE
G3R239101GAMBGAMBLING.COM GROUP LTD$7.2M0.06%509,068CommonSOLE
21874C102CNMCORE & MAIN INC-CLASS A$6.9M0.06%136,365CommonSOLE
71601V105WOOFPETCO HEALTH AND WELLNESS CO$6.9M0.06%1,807,621CommonSOLE
10258P102LUCKLUCKY STRIKE ENTERTAINMENT C$6.4M0.05%637,629CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$6.3M0.05%180,002CommonSOLE
46434G764EMXCISHARES MSCI EMR MRK EX CHNA$6.2M0.05%111,744CommonNONE
36262G101GXOGXO LOGISTICS INC$6.1M0.05%141,320CommonSOLE
687604108ORKAORUKA THERAPEUTICS INC$6.0M0.05%308,795CommonSOLE
75321W103PACKRANPAK HOLDINGS CORP$5.9M0.05%853,267CommonSOLE
707569109PENNPENN NATIONAL GAMING INC$5.8M0.05%292,617CommonSOLE
156944100CGONCG ONCOLOGY INC$5.7M0.05%197,937CommonSOLE
N14506104ESTCELASTIC NV$5.6M0.05%56,774CommonSOLE
G33033104KDKARES ACQUISITION CORP II$5.5M0.05%500,000CommonSOLE
G4375F108HYACHAYMAKER ACQ CORP II - CL A$5.4M0.04%500,000CommonSOLE
M5216V106GLBEGLOBAL-E ONLINE LTD$5.2M0.04%96,249CommonNONE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$5.1M0.04%66,355CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES$5.1M0.04%846,171CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$4.9M0.04%1,269,856CommonSOLE
P5626F128IFSINTERCORP FINANCIAL SERVICES$4.9M0.04%167,038CommonSOLE
29430C102VSTSVESTIS CORP$4.9M0.04%320,405CommonSOLE
25056L103DSGNDESIGN THERAPEUTICS INC$4.8M0.04%776,082CommonSOLE
67066G104NVDANVIDIA CORP$3.7M0.03%27,623CommonSOLE
46434V423KSAISHARES MSCI SAUDI ARABIA ET$3.5M0.03%86,232CommonNONE
037833100AAPLAPPLE INC$3.4M0.03%13,662CommonSOLE
48581R205KSPIJSC KASPI.KZ ADR$3.0M0.03%32,124CommonSOLE
87936R205VIVTELEFONICA BRASIL-ADR$2.8M0.02%372,141CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC$2.8M0.02%83,666CommonSOLE
74365U107TARAPROTARA THERAPEUTIC INC$2.7M0.02%517,152CommonSOLE
G9451V109VINPVINCI PARTNERS INVESTMENTS-A$2.7M0.02%263,726CommonSOLE
M4757U106GAUZGAUZY LTD$2.6M0.02%262,149CommonSOLE
81141R100SESEA LTD-ADR$2.4M0.02%22,362CommonSOLE
30303M102METAMeta Platforms Inc$2.2M0.02%3,766CommonSOLE
023135106AMZNAMAZON.COM INC$2.2M0.02%9,943CommonSOLE
594918104MSFTMICROSOFT CORP$2.2M0.02%5,104CommonSOLE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$2.0M0.02%594,015CommonSOLE
83086J200SKYESKYE BIOSCIENCE INC$1.8M0.02%650,758CommonSOLE
07725L102ONCBEIGENE LTD-ADR$1.8M0.01%9,786CommonSOLE
48251W104KKRKKR & CO INC$1.7M0.01%11,696CommonSOLE
30068X103XGNEXAGEN INC$1.7M0.01%418,505CommonSOLE
11135F101AVGOBROADCOM INC$1.6M0.01%6,901CommonSOLE
697660207PAMPAMPA ENERGIA SA-SPON ADR$1.6M0.01%18,097CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS -CL A$1.4M0.01%661CommonSOLE
17133Q502CHTCHUNGHWA TELECOM LT-SPON ADR$1.4M0.01%36,471CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.01%12,727CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.4M0.01%5,642CommonSOLE
690469101OVIDOVID THERAPEUTICS INC$1.3M0.01%1,400,191CommonSOLE
68062P106OLMAOLEMA PHARMACEUTICALS INC$1.3M0.01%220,264CommonSOLE
060505104BACBANK OF AMERICA CORP$1.1M0.01%25,614CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.1M0.01%9,941CommonSOLE
931142103WMTWAL-MART STORES INC$1.1M0.01%11,965CommonSOLE
88339J105TTDTRADE DESK INC/THE -CLASS A$1.0M0.01%8,848CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.0M0.01%2,211CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$1.0M0.01%2,281CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$942,1700.01%21,719CommonSOLE
254709108DFSEURDISCOVER FINANCIAL SERVICES$858,1810.01%4,954CommonSOLE
G54950103LINLINDE PLC$848,2250.01%2,026CommonSOLE
192005106CDXSCODEXIS INC$843,0880.01%176,748CommonSOLE
88160R101TSLATesla Inc$837,5640.01%2,074CommonSOLE
02079K305GOOGLALPHABET INC - CL A$834,8130.01%4,410CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$828,7030.01%13,743CommonSOLE
81762P102NOWSERVICENOW INC$820,5330.01%774CommonSOLE
H5919C104ONONON HOLDING AG-CLASS A$812,5130.01%14,835CommonSOLE
046353108AZNNASTRAZENECA PLC-SPONS ADR$775,2980.01%11,833CommonSOLE
64135M105NGNENEUROGENE INC$749,0080.01%32,765CommonSOLE
532457108LLYELI LILLY & CO$746,5240.01%967CommonSOLE
78463V107GLDSPDR GOLD TRUST$739,9490.01%3,056CommonNONE
863667101SYKSTRYKER CORP$688,0560.01%1,911CommonSOLE
147528103CASYCASEY'S GENERAL STORES INC$667,2510.01%1,684CommonSOLE
097023105BABOEING CO/THE$654,7230.01%3,699CommonSOLE
G39108108GTESGATES INDUSTRIAL CORP PLC$650,9170.01%31,644CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$601,2980.00%1,152CommonSOLE
H01301128ALCALCON AG$580,7620.00%6,223CommonSOLE
18915M107NETCLOUDFLARE INC - CLASS A$577,9190.00%5,367CommonSOLE
03589W102ANNXAnnexon, Inc. - PIPE Warrants Strike 5.8006875 06/25/2025$547,3880.00%258,314CommonNONE
00287Y109ABBVABBVIE INC$542,1630.00%3,051CommonSOLE
G21301125CCIXUCHURCHILL CAPITAL CORP IX$519,5000.00%50,000CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$513,4130.00%4,266CommonSOLE
71377E105PFMTUSDPERFORMANT HEALTHCARE INC$510,9420.00%169,186CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$502,2600.00%1,551CommonSOLE
912008109USFDUS FOODS HOLDING CORP$479,1680.00%7,103CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$477,1100.00%3,339CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$474,9140.00%5,224CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$451,8290.00%1,122CommonSOLE
922042742VTVANGUARD TOT WORLD STK ETF$435,3810.00%3,706CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$427,5590.00%26,279CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET$410,4620.00%5,708CommonNONE
149123101CATCATERPILLAR INC$404,1150.00%1,114CommonSOLE
26884L109EQTEQT CORP$395,5320.00%8,578CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$383,3550.00%4,900CommonSOLE
776696106ROPROPER INDUSTRIES INC$381,5700.00%734CommonSOLE
088606108BHPBHP GROUP LTD$379,7870.00%15,572CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$346,9720.00%5,809CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$343,5220.00%5,695CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$341,1740.00%2,387CommonSOLE
842587107SOSOUTHERN CO/THE$341,1340.00%4,144CommonSOLE
46432F388VLUEISHARES MSCI USA VALUE FACTOR ETF$326,8630.00%3,095CommonNONE
36315X101LKFTGALAPAGOS NV-SPON ADR$308,9630.00%11,235CommonSOLE
867224107SUSUNCOR ENERGY INC$285,5610.00%8,000CommonSOLE
G33033120KDKRWARES ACQUISITION CORP II$40,2500.00%250,000CommonSOLE
G4375F116HAYMAKER ACQUISITION CORP IV$35,0000.00%249,999CommonSOLE
M7S64L107PGYWWPAGAYA TECHNOLOGIES LTD$33,7460.00%480,716CommonSOLE
96812F110BAERWBRIDGER AEROSPACE GRP HLDGS$30,8250.00%620,220CommonSOLE
76155X118RVMDWREVOLUTION MEDICINES INC$20,2500.00%135,000CommonSOLE
G2949D112DYNCWDYNAMIX CORP$11,2500.00%450,000CommonSOLE
459791E11INSPIRATO INCORPORATED$1,6750.00%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.