MondegarAI
DRIEHAUS CAPITAL MANAGEMENT LLC

Q2 2025 · 13F-HR

DRIEHAUS CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-08-14 · accession 0000938206-25-000037

$12.50B
Reported value
416
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · DRIEHAUS CAPITAL MANAGEMENT LLC · Q2 2025

AI · grounded in 13F

Driehaus Capital Management LLC established a new position in TSM valued at $579.7M. The fund also initiated new stakes in CCJ for $197.7M and IBN for $197.4M. Other new additions include AXON at $192.5M and CYBR at $185.1M. The fund manages a total of 416 positions with $12.5B in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$579.7M4.64%2,559,401CommonSOLE
13321L108CCJCAMECO CORP$197.7M1.58%2,663,067CommonSOLE
45104G104IBNICICI BANK LTD-SPON ADR$197.4M1.58%5,866,878CommonSOLE
05464C101AXONAXON ENTERPRISE INC$192.5M1.54%232,551CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD/ISRAEL$185.1M1.48%454,923CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$184.1M1.47%6,400,025CommonSOLE
632307104NTRANATERA INC$166.4M1.33%985,105CommonSOLE
58733R102MELIMERCADOLIBRE INC$142.6M1.14%54,562CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$135.7M1.09%4,335,648CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$135.6M1.08%1,463,996CommonSOLE
231561101CWCURTISS-WRIGHT CORP$134.9M1.08%276,123CommonSOLE
40131M109GHGUARDANT HEALTH INC$128.8M1.03%2,475,613CommonSOLE
144285103CRSCARPENTER TECHNOLOGY$126.2M1.01%456,674CommonSOLE
146869102CVNACARVANA CO$125.6M1.01%372,785CommonSOLE
04626A103ALABASTERA LABS INC$121.7M0.97%1,346,324CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$114.4M0.92%854,039CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC-A$113.7M0.91%1,069,379CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$109.6M0.88%1,429,661CommonSOLE
204166102CVLTCOMMVAULT SYSTEMS INC$108.2M0.87%620,898CommonSOLE
82982T106SITMSITIME CORP$106.7M0.85%500,787CommonSOLE
224408104CRCRANE CO$103.1M0.82%542,743CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$100.4M0.80%2,310,755CommonSOLE
G85158106STNESTONECO LTD-A$100.1M0.80%6,243,152CommonSOLE
26701L100BROSDUTCH BROS INC-CLASS A$99.8M0.80%1,459,802CommonSOLE
G2519Y108BAPCREDICORP LTD$98.5M0.79%440,545CommonSOLE
21874A106CORZCORE SCIENTIFIC INC$98.1M0.79%5,749,758CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$96.2M0.77%416,820CommonSOLE
402635502GPORGULFPORT ENERGY CORP$95.2M0.76%473,138CommonSOLE
485924104KRMNKARMAN HOLDINGS INC$89.2M0.71%1,771,714CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY$87.2M0.70%1,876,904CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG-A$85.4M0.68%3,041,901CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$85.0M0.68%2,802,694CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$85.0M0.68%839,814CommonSOLE
G3323L100FNFABRINET$84.6M0.68%287,189CommonSOLE
008073108AVAVAEROVIRONMENT INC$83.7M0.67%293,860CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC-A$83.3M0.67%2,542,516CommonSOLE
91680M107UPSTUPSTART HOLDINGS INC$82.3M0.66%1,271,891CommonSOLE
681116109OLLIOLLIE'S BARGAIN OUTLET HOLDI$80.6M0.64%611,431CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$80.2M0.64%1,269,952CommonSOLE
465562106ITUBITAU UNIBANCO HLDNG-PREF ADR$80.0M0.64%11,779,163CommonSOLE
830940102SKWDSKYWARD SPECIALTY INSURANCE$79.8M0.64%1,381,039CommonSOLE
19247G107COHRCOHERENT INC$77.7M0.62%871,223CommonSOLE
67059N108NTNXNUTANIX INC - A$75.2M0.60%983,493CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$74.7M0.60%786,238CommonSOLE
15101Q207CLSCELESTICA INC$73.6M0.59%471,633CommonSOLE
69753M105PLMRPALOMAR HOLDINGS INC$73.3M0.59%474,922CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$73.0M0.58%1,691,213CommonSOLE
52661A108DRSLEONARDO DRS INC$72.7M0.58%1,563,245CommonSOLE
86333M108LRNSTRIDE INC$72.2M0.58%497,342CommonSOLE
N5749R1002GHMERUS NV$71.9M0.57%1,366,244CommonSOLE
916896103UECURANIUM ENERGY CORP$71.9M0.57%10,566,677CommonSOLE
40416E103HCIHCI GROUP INC$71.5M0.57%470,056CommonSOLE
61945C103MOSMOSAIC CO/THE$71.2M0.57%1,952,411CommonSOLE
042068205ARMARM HOLDINGS PLC-ADR$70.8M0.57%437,769CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE -SPN ADR$70.2M0.56%5,947,088CommonSOLE
88034P109TMETENCENT MUSIC ENTERTAINM-ADR$67.1M0.54%3,444,934CommonSOLE
55955D100MGNIMAGNITE INC$67.1M0.54%2,782,178CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$67.0M0.54%582,025CommonSOLE
81141R100SESEA LTD-ADR$64.1M0.51%400,765CommonSOLE
607828100MODMODINE MANUFACTURING CO$64.0M0.51%649,794CommonSOLE
M7S64H106MNDYMONDAY.COM LTD$63.6M0.51%202,183CommonSOLE
83418M103SEISOLARIS ENERGY INFRASTRUCTUR$63.5M0.51%2,244,374CommonSOLE
773121108RKLBROCKET LAB CORP$63.2M0.51%1,766,780CommonSOLE
85208M102SFMSPROUTS FARMERS MARKET INC$62.3M0.50%378,383CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$61.6M0.49%2,044,303CommonSOLE
38526M106LOPEGRAND CANYON EDUCATION INC$61.4M0.49%324,928CommonSOLE
72703H101PLNTPLANET FITNESS INC - CL A$61.0M0.49%559,498CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$59.9M0.48%394,373CommonSOLE
34354P105FLSFLOWSERVE CORP$59.5M0.48%1,136,637CommonSOLE
53947R105LOARLOAR HOLDINGS INC$57.8M0.46%670,439CommonSOLE
G87110105FTITECHNIPFMC PLC$56.2M0.45%1,632,381CommonSOLE
512807306LRCXLAM RESEARCH CORP$56.0M0.45%575,535CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA-ADR$55.2M0.44%1,095,098CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$54.5M0.44%284,299CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$51.7M0.41%1,059,026CommonSOLE
377322102GKOSGLAUKOS CORP$51.7M0.41%500,472CommonSOLE
23834J201DAVEDAVE INC$51.5M0.41%191,943CommonSOLE
053604104AVPTAVEPOINT INC$51.2M0.41%2,650,323CommonSOLE
918284100VSECVSE CORP$51.1M0.41%390,328CommonSOLE
74762E102QUREQUANTA SERVICES INC$50.8M0.41%134,482CommonSOLE
55405Y100MTSIMACOM Technology Solutions Holdings Inc$50.0M0.40%348,754CommonSOLE
81734D104SEPNSEPTERNA INC$49.5M0.40%4,680,431CommonSOLE
07725L102ONCBEONE MEDICINES LTD-ADR$48.0M0.38%198,203CommonSOLE
52603A208LCLENDINGCLUB CORP$47.9M0.38%3,983,212CommonSOLE
697900108PAASPAN AMERICAN SILVER CORP$47.9M0.38%1,687,123CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$47.2M0.38%443,388CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$47.1M0.38%502,512CommonSOLE
45867G101IDCCINTERDIGITAL INC$46.0M0.37%205,083CommonSOLE
00091G104ACVAACV AUCTIONS INC-A$45.4M0.36%2,801,374CommonSOLE
000899104ADMAADMA BIOLOGICS INC$45.1M0.36%2,477,013CommonSOLE
29082A107EMBJEMBRAER SA-ADR$44.8M0.36%786,849CommonSOLE
498894104KNFKNIFE RIVER CORP$44.1M0.35%540,385CommonSOLE
03674X106ARANTERO RESOURCES CORP$44.1M0.35%1,094,099CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$43.2M0.35%2,007,888CommonSOLE
G6683N103NUNU HOLDINGS LTD/CAYMAN ISL-A$43.1M0.34%3,140,324CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$42.5M0.34%6,531,519CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$42.2M0.34%173,591CommonSOLE
00737L103CVSAADTALEM GLOBAL EDUCATION INC$41.9M0.34%329,655CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$41.9M0.34%757,710CommonSOLE
80706P103SRRKSCHOLAR ROCK HOLDING CORP$41.7M0.33%1,177,515CommonSOLE
477839104JBTMJBT MAREL CORP$41.5M0.33%344,762CommonSOLE
M7518J104ODDODDITY TECH LTD-CL A$41.0M0.33%543,159CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$40.8M0.33%933,890CommonSOLE
91912E105VALEVALE SA-SP ADR$40.2M0.32%4,144,739CommonSOLE
148929102CAVACAVA GROUP INC$40.2M0.32%476,772CommonSOLE
15643U104LEUCENTRUS ENERGY CORP-CLASS A$39.6M0.32%216,264CommonSOLE
011532108AGIALAMOS GOLD INC-CLASS A$39.4M0.32%1,484,557CommonSOLE
781154109RBRKRUBRIK INC-A$39.1M0.31%436,788CommonSOLE
733245104PRCHPORCH GROUP INC$37.6M0.30%3,188,838CommonSOLE
45784P101PODDINSULET CORP$37.5M0.30%119,435CommonSOLE
72703X106PLPLANET LABS PBC$37.0M0.30%6,062,183CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$36.6M0.29%836,131CommonSOLE
G39108108GTESGATES INDUSTRIAL CORP PLC$36.4M0.29%1,582,473CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$36.1M0.29%7,041,959CommonSOLE
00827B106AFRMAFFIRM HOLDINGS INC$35.7M0.29%516,231CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$35.5M0.28%876,547CommonSOLE
04010E109AGXARGAN INC$35.5M0.28%160,824CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$35.4M0.28%246,027CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$35.3M0.28%481,305CommonSOLE
07831C103BRBRBELLRING BRANDS INC-CLASS A$34.7M0.28%598,558CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$33.9M0.27%1,997,970CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S - ADR$33.7M0.27%195,108CommonSOLE
90138F102TWLOTWILIO INC - A$33.4M0.27%268,404CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$32.9M0.26%2,209,881CommonSOLE
78435P105SEZLSEZZLE INC$32.7M0.26%182,232CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$32.2M0.26%384,273CommonSOLE
89677Q107TCOMTRIP.COM GROUP LTD-ADR$32.0M0.26%545,876CommonSOLE
925050106VRNAVERONA PHARMA PLC - ADR$32.0M0.26%338,360CommonSOLE
163072101CAKECHEESECAKE FACTORY INC/THE$31.8M0.25%507,614CommonSOLE
29605J106ESABESAB CORP$31.8M0.25%263,442CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$31.2M0.25%2,085,590CommonSOLE
21874C102CNMCORE & MAIN INC-CLASS A$31.0M0.25%513,083CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$30.8M0.25%839,847CommonSOLE
70975L107PENPENUMBRA INC$30.4M0.24%118,643CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$30.3M0.24%128,576CommonSOLE
92846Q107COCOVITA COCO CO INC/THE$29.9M0.24%827,788CommonSOLE
G5S37H101MRXMAREX GROUP PLC$29.7M0.24%753,652CommonSOLE
10948C107BVBRIGHTVIEW HOLDINGS INC$29.2M0.23%1,756,476CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$29.1M0.23%54,337CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$29.1M0.23%807,833CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INSTITUT$28.8M0.23%848,676CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES$28.2M0.23%2,423,590CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$28.0M0.22%154,024CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$28.0M0.22%303,455CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$27.6M0.22%2,101,781CommonSOLE
G3934V109GENIGENIUS SPORTS LTD$26.7M0.21%2,566,596CommonSOLE
15118V207CELHCELSIUS HOLDINGS INC$26.5M0.21%572,254CommonSOLE
457642205INODINNODATA INC$26.2M0.21%512,210CommonSOLE
G48833118WFRDWEATHERFORD INTERNATIONAL PL$26.1M0.21%519,583CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$26.0M0.21%79,714CommonSOLE
65290E101NXTNEXTRACKER INC-CL A$25.0M0.20%460,557CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$24.9M0.20%161,646CommonSOLE
75524B104RBCRBC BEARINGS INC$24.7M0.20%64,316CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$24.7M0.20%147,167CommonSOLE
98423F109XMTRXOMETRY INC-A$24.6M0.20%728,757CommonSOLE
831349105SLDESLIDE INSURANCE HOLDINGS INC$24.3M0.19%1,120,201CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$24.2M0.19%940,913CommonSOLE
163086101CHEFCHEFS' WAREHOUSE INC/THE$23.7M0.19%371,945CommonSOLE
G01767105ALKSALKERMES PLC$23.7M0.19%826,811CommonSOLE
65340P106NXENEXGEN ENERGY LTD$23.3M0.19%3,360,064CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$23.3M0.19%223,280CommonSOLE
671044105OSISOSI SYSTEMS INC$23.1M0.18%102,713CommonSOLE
63845R107EYENATIONAL VISION HOLDINGS INC$22.7M0.18%988,212CommonSOLE
04041L106ARISUSDARIS WATER SOLUTION INC-A$22.6M0.18%957,285CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$22.3M0.18%530,988CommonSOLE
903731107ULSUL SOLUTIONS INC - CLASS A$22.2M0.18%304,692CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$22.0M0.18%606,407CommonSOLE
00847J105AGYSAGILYSYS INC$22.0M0.18%191,805CommonSOLE
443201108HWMHOWMET AEROSPACE INC$21.9M0.18%117,859CommonSOLE
53263P105LMBLIMBACH HOLDINGS INC$21.6M0.17%153,878CommonSOLE
26856L103ELFELF BEAUTY INC$21.3M0.17%171,252CommonSOLE
45245E109IMAXIMAX CORP$21.1M0.17%754,256CommonSOLE
19046P209CCBCOASTAL FINANCIAL CORP/WA$20.9M0.17%215,712CommonSOLE
780287108RGLDROYAL GOLD INC$20.4M0.16%114,964CommonSOLE
888787108TOSTTOAST INC-CLASS A$20.3M0.16%458,858CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED INC$20.1M0.16%3,092,658CommonSOLE
75776W103RDWREDWIRE CORP$19.9M0.16%1,218,979CommonSOLE
03957W106AROCARCHROCK INC$19.9M0.16%800,057CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$19.7M0.16%400,500CommonNONE
59100U108CASHPATHWARD FINANCIAL INC$19.4M0.16%245,761CommonSOLE
892672106TWTRADEWEB MARKETS INC-CLASS A$19.4M0.16%132,644CommonSOLE
26603R106DUOLDUOLINGO$19.4M0.15%47,208CommonSOLE
16679L109CHWYCHEWY INC - CLASS A$19.3M0.15%452,233CommonSOLE
12448X201BYRNBYRNA TECHNOLOGIES INC$19.1M0.15%617,952CommonSOLE
33829M101FIVEFIVE BELOW$18.8M0.15%143,460CommonSOLE
7495271071RGREV GROUP INC$18.8M0.15%395,072CommonSOLE
82846H405QXOQXO INC$18.7M0.15%869,546CommonSOLE
30161Q104EXELEXELIXIS INC$18.7M0.15%423,855CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS$18.3M0.15%161,162CommonSOLE
90041L105TPBTURNING POINT BRANDS INC$18.2M0.15%240,631CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$18.2M0.15%884,921CommonSOLE
55287L101MBXMBX BIOSCIENCES INC$17.9M0.14%1,571,906CommonSOLE
G52694109KNSAKiniksa Pharmaceuticals Intern$17.9M0.14%647,980CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$17.7M0.14%1,209,747CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$17.3M0.14%610,048CommonSOLE
M98068105WIXWIX.COM LTD$16.9M0.14%106,689CommonNONE
08659B102BBNXBETA BIONICS INC$16.9M0.14%1,159,737CommonSOLE
77664L207ROOTROOT INC/OH -CLASS A$16.8M0.13%130,933CommonSOLE
670703107NUVLNUVALENT INC-A$16.5M0.13%216,422CommonSOLE
450913108IAGIAMGOLD CORP$16.4M0.13%2,234,439CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$16.1M0.13%345,490CommonSOLE
02081G201ATECALPHATEC HOLDINGS INC$16.1M0.13%1,453,756CommonSOLE
514952100LBLANDBRIDGE CO LLC-A$15.7M0.13%231,580CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$15.2M0.12%1,085,954CommonSOLE
67079K100SMRNUSCALE POWER CORP$15.1M0.12%381,830CommonSOLE
127190304CACICACI INTERNATIONAL INC -CL A$15.1M0.12%31,661CommonSOLE
267475101DYDYCOM INDUSTRIES INC$15.1M0.12%61,731CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$15.0M0.12%830,457CommonSOLE
518613203LAURLAUREATE EDUCATION INC-A$14.9M0.12%637,838CommonSOLE
03945R102ACHRARCHER AVIATION INC-A$14.9M0.12%1,374,198CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LTD$14.8M0.12%726,336CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$14.8M0.12%277,191CommonSOLE
88080T104WULFTERAWULF INC$14.7M0.12%3,354,503CommonSOLE
81684M104SMLRSEMLER SCIENTIFIC INC$14.6M0.12%377,277CommonSOLE
75960P104RELYREMITLY GLOBAL INC$14.5M0.12%770,862CommonSOLE
05550J101BJBJ'S WHOLESALE CLUB HOLDINGS$14.4M0.12%133,573CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HOLDINGS I$14.4M0.11%382,500CommonSOLE
876030107TPRTAPESTRY INC$14.2M0.11%162,003CommonSOLE
92847W103VITLVITAL FARMS INC$14.0M0.11%363,029CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$14.0M0.11%672,792CommonSOLE
124765108CAECAE INC$13.5M0.11%628,800CommonNONE
68134L109OLOGBXOLO INC - CLASS A$13.4M0.11%1,500,960CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$13.3M0.11%158,354CommonSOLE
87318A101TWFGTWFG INC$13.2M0.11%377,138CommonSOLE
G8068L108SNSHARKNINJA INC$13.2M0.11%132,976CommonSOLE
344419106FMXFOMENTO ECONOMICO MEX-SP ADR$13.0M0.10%126,187CommonSOLE
147528103CASYCASEY'S GENERAL STORES INC$12.8M0.10%24,988CommonSOLE
68373M107OPRAOPERA LTD-ADR$12.7M0.10%670,248CommonNONE
09549B104BLFYBLUE FOUNDRY BANCORP$12.6M0.10%1,317,050CommonSOLE
20717M1038QRCONFLUENT INC-CLASS A$12.6M0.10%504,361CommonSOLE
P5626F128IFSINTERCORP FINANCIAL SERVICES$12.6M0.10%329,229CommonSOLE
008064206JBIOJADE BIOSCIENCES INC$12.5M0.10%1,255,798CommonSOLE
13765N107CNNECANNAE HOLDINGS INC$12.5M0.10%599,180CommonSOLE
G0260P102ASAMER SPORTS INC$12.4M0.10%319,969CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$12.3M0.10%23,975CommonSOLE
002474104AZZAZZ INC$12.1M0.10%128,264CommonSOLE
303250104FICOFAIR ISAAC CORP$11.8M0.09%6,435CommonSOLE
589378108MRCYMERCURY SYSTEMS INC$11.8M0.09%218,346CommonSOLE
861896108SNEXStoneX Group Inc$11.6M0.09%127,424CommonSOLE
04016X101ARGXARGENX SE - ADR$11.4M0.09%20,744CommonSOLE
55405W104MYRGMYR GROUP INC/DELAWARE$11.3M0.09%62,154CommonSOLE
641288105NPCENEUROPACE INC$11.2M0.09%1,005,358CommonSOLE
457669307INSMINSMED INC$10.9M0.09%108,081CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$10.8M0.09%222,439CommonSOLE
48238T109OPLNOPENLANE INC$10.8M0.09%441,723CommonSOLE
M25133105CGNTCOGNYTE SOFTWARE LTD$10.8M0.09%1,168,007CommonNONE
447462102HURNHURON CONSULTING GROUP INC$10.8M0.09%78,417CommonSOLE
16935C109CHYMCHIME FINANCIAL INC-CL A$10.7M0.09%308,834CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$10.6M0.08%1,047,749CommonSOLE
H5919C104ONONON HOLDING AG-CLASS A$10.4M0.08%199,600CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$10.3M0.08%852,473CommonSOLE
00218A105ASPIASP ISOTOPES INC$10.3M0.08%1,405,414CommonSOLE
88556E102TDUPTHREDUP INC - CLASS A$10.3M0.08%1,373,551CommonSOLE
095306106BLBDBLUE BIRD CORP$10.1M0.08%233,124CommonSOLE
971378104WSCWillScot Holdings Corp$10.0M0.08%364,425CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$9.9M0.08%54,497CommonSOLE
25400W102APPSDIGITAL TURBINE INC$9.8M0.08%1,664,226CommonSOLE
501270102KRUSKURA SUSHI USA INC-CLASS A$9.7M0.08%112,929CommonSOLE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$9.7M0.08%2,071,075CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$9.7M0.08%21,416CommonSOLE
26210V102DRVNDRIVEN BRANDS HOLDINGS INC$9.4M0.08%537,471CommonSOLE
51819L107SWIMLATHAM GROUP INC$9.3M0.07%1,454,041CommonSOLE
30041R108EVEREVERQUOTE INC - CLASS A$9.2M0.07%379,543CommonSOLE
399473206GRPNGROUPON INC$9.1M0.07%271,414CommonSOLE
63888U108NGVCNATURAL GROCERS BY VITAMIN C$9.0M0.07%228,026CommonSOLE
G2003N105BEAGBOLD EAGLE ACQUISITION COR-A$8.9M0.07%853,525CommonSOLE
40145W101GRDNGUARDIAN PHRMCY SERVICES-A$8.6M0.07%404,333CommonSOLE
M8740S227TATTTAT TECHNOLOGIES LTD$8.5M0.07%278,319CommonSOLE
P31076105CPACOPA HOLDINGS SA-CLASS A$8.4M0.07%76,717CommonSOLE
G52258111KFIIK&F GROWTH ACQUISITION COR-A$8.2M0.07%801,084CommonSOLE
04681Y103ASICATEGRITY SPECIALTY HOLDINGS$8.1M0.07%377,995CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$8.1M0.06%1,264,997CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$8.1M0.06%464,030CommonSOLE
88339P101REALREALREAL INC/THE$8.0M0.06%1,669,426CommonSOLE
381013101GDENGOLDEN ENTERTAINMENT INC$8.0M0.06%270,887CommonSOLE
05603J108BKVBKV CORPORATION$7.9M0.06%329,068CommonSOLE
G6717R104OACCOAKTREE ACQUISITION CORP I-A$7.9M0.06%757,208CommonSOLE
22160N109CSGPCOSTAR GROUP INC$7.7M0.06%96,183CommonSOLE
G2949D104DYNCDYNAMIX CORP$7.6M0.06%748,023CommonSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$7.6M0.06%1,419,333CommonSOLE
624758108MWAMUELLER WATER PRODUCTS INC-A$7.5M0.06%312,183CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$7.4M0.06%1,040,743CommonSOLE
535219109LINDLINDBLAD EXPEDITIONS HOLDING$7.4M0.06%632,544CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$7.4M0.06%400,000CommonSOLE
55318A108MNTNMNTN INC-A$7.3M0.06%333,196CommonSOLE
500946108KRROKORRO BIO INC$7.3M0.06%580,859CommonSOLE
46434G764EMXCISHARES MSCI EMR MRK EX CHNA$7.1M0.06%111,744CommonNONE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$6.9M0.05%766,899CommonSOLE
G04537109ATIIARCHIMEDES TECH SPAC PARTNER$6.8M0.05%664,298CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$6.7M0.05%510,779CommonSOLE
82706C108SIMOSILICON MOTION TECHNOL-ADR$6.6M0.05%87,651CommonSOLE
293594107ENVXENOVIX CORP$6.6M0.05%636,032CommonSOLE
G3R239101GAMBGAMBLING.COM GROUP LTD$6.4M0.05%540,512CommonSOLE
60646V105MCWMISTER CAR WASH INC$6.3M0.05%1,053,903CommonSOLE
36262G101GXOGXO LOGISTICS INC$6.2M0.05%127,645CommonSOLE
88642R109TDWTIDEWATER INC$6.2M0.05%134,601CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$6.2M0.05%151,797CommonSOLE
92892B103VOYGVOYAGER TECHNOLOGIES INC-A$6.1M0.05%155,545CommonSOLE
88830R101TITNTITAN MACHINERY INC$5.7M0.05%289,809CommonSOLE
92790C104VRDNViridian Therapeutics Inc$5.3M0.04%376,846CommonSOLE
53224K302LTBRLIGHTBRIDGE CORP$5.3M0.04%392,984CommonSOLE
10258P102LUCKLUCKY STRIKE ENTERTAINMENT C$5.2M0.04%574,157CommonSOLE
13100M509CALXCALIX INC$4.9M0.04%92,855CommonSOLE
G2545C104CBIOCRESCENT BIOPHARMA INC$4.9M0.04%302,457CommonSOLE
707569109PENNPENN NATIONAL GAMING INC$4.9M0.04%273,088CommonSOLE
G6486E102NHICNEWHOLD INVESTMENT CORP II-A$4.6M0.04%453,013CommonSOLE
G1051H101TACOBERTO ACQUISITION CORP$4.5M0.04%431,412CommonSOLE
97717W422EPIWISDOMTREE INDIA EARNINGS$4.3M0.03%91,206CommonSOLE
482480100KLACKLA-TENCOR CORP$4.3M0.03%4,825CommonSOLE
533535100LINCLINCOLN EDUCATIONAL SERVICES$4.2M0.03%183,410CommonSOLE
G3852D107GSHRGESHER ACQUISITION CORP II-A$4.1M0.03%400,000CommonSOLE
67066G104NVDANVIDIA CORP$4.0M0.03%25,045CommonSOLE
21900C308CRMDCORMEDIX INC$3.8M0.03%307,239CommonSOLE
25056L103DSGNDESIGN THERAPEUTICS INC$3.6M0.03%1,076,236CommonSOLE
594918104MSFTMICROSOFT CORP$3.5M0.03%7,122CommonSOLE
46429B598INDAISHARES MSCI INDIA ETF$3.4M0.03%60,863CommonSOLE
30068X103XGNEXAGEN INC$3.4M0.03%480,918CommonSOLE
G0896C103TBBBBBB FOODS INC-CLASS A$3.3M0.03%120,319CommonSOLE
487836108KKELLANOVA$3.1M0.02%39,167CommonSOLE
464286772EWYISHARES MSCI SOUTH KOREA ETF$2.7M0.02%38,126CommonSOLE
83086J200SKYESKYE BIOSCIENCE INC$2.6M0.02%620,395CommonSOLE
G9451V109VINPVINCI PARTNERS INVESTMENTS-A$2.6M0.02%263,726CommonSOLE
92837L109VISTVISTA OIL & GAS SAB DE CV$2.5M0.02%53,018CommonSOLE
46434G772EWTISHARES MSCI TAIWAN INDEX FD$2.5M0.02%44,113CommonSOLE
92243G108PCVXVAXCYTE INC$2.4M0.02%73,376CommonSOLE
578784100MAZEMAZE THERAPEUTICS INC$2.4M0.02%193,400CommonSOLE
G1368E122BLUWUBLUE WATER ACQUISITION III$2.3M0.02%225,000CommonSOLE
M4757U106GAUZGAUZY LTD$2.2M0.02%256,279CommonSOLE
38059T106GFIGOLD FIELDS LTD-SPONS ADR$2.1M0.02%89,009CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$2.1M0.02%26,703CommonSOLE
45257U108IMNMIMMUNOME INC$2.1M0.02%221,000CommonSOLE
87936R205VIVTELEFONICA BRASIL-ADR$2.0M0.02%173,081CommonSOLE
G4124C109GRABGRAB HOLDINGS LTD - CL A$1.9M0.02%383,120CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.9M0.02%6,559CommonSOLE
30303M102METAMeta Platforms Inc$1.8M0.01%2,442CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$1.8M0.01%45,000CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$1.7M0.01%15,182CommonSOLE
00288U106ABCLABCELLERA BIOLOGICS INC$1.7M0.01%499,922CommonSOLE
17133Q502CHTCHUNGHWA TELECOM LT-SPON ADR$1.7M0.01%36,471CommonNONE
36165L108GDSGDS HOLDINGS LTD - ADR$1.7M0.01%54,004CommonSOLE
02079K305GOOGLALPHABET INC - CL A$1.6M0.01%9,006CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$1.5M0.01%535,464CommonSOLE
842587107SOSOUTHERN CO/THE$1.5M0.01%16,552CommonSOLE
G0R38G104XRPNARMADA ACQUISITION -CLASS A$1.5M0.01%150,000CommonSOLE
75383L102RAPPRAPPORT THERAPEUTICS INC$1.5M0.01%131,340CommonSOLE
697660207PAMPAMPA ENERGIA SA-SPON ADR$1.5M0.01%21,253CommonSOLE
829401108SIONSIONNA THERAPEUTICS INC$1.5M0.01%83,850CommonSOLE
023135106AMZNAMAZON.COM INC$1.4M0.01%6,533CommonSOLE
11135F101AVGOBROADCOM INC$1.3M0.01%4,878CommonSOLE
532457108LLYELI LILLY & CO$1.3M0.01%1,641CommonSOLE
89455T109TMCITREACE MEDICAL CONCEPTS INC$1.1M0.01%188,915CommonSOLE
G54950103LINLINDE PLC$1.1M0.01%2,305CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.01%794CommonSOLE
G1828A108CAEPCANTOR EQUITY PARTNERS III-A$1.1M0.01%100,000CommonSOLE
76200L309RZLTREZOLUTE INC$1.0M0.01%233,000CommonSOLE
G2130T124CCCXUCHURCHILL CAPITAL CORP X$1.0M0.01%100,000CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$1.0M0.01%5,534CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$977,5910.01%1,274CommonSOLE
464286400EWZISHARES MSCI BRAZIL CAPPED I$970,3120.01%33,633CommonSOLE
18915M107NETCLOUDFLARE INC - CLASS A$957,6090.01%4,890CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$948,2710.01%4,457CommonSOLE
19260Q107COINCOINBASE GLOBAL INC -CLASS A$935,8080.01%2,670CommonSOLE
26884L109EQTEQT CORP$899,7030.01%15,427CommonSOLE
046353108AZNNASTRAZENECA PLC-SPONS ADR$826,8900.01%11,833CommonSOLE
007903107AMDADVANCED MICRO DEVICES$819,4730.01%5,775CommonSOLE
30231G102XOMEXXON MOBIL CORP$789,4190.01%7,323CommonSOLE
81762P102NOWSERVICENOW INC$781,3410.01%760CommonSOLE
863667101SYKSTRYKER CORP$756,0490.01%1,911CommonSOLE
931142103WMTWAL-MART STORES INC$715,2610.01%7,315CommonSOLE
46434V761UAEISHARES MSCI UAE ETF$708,3650.01%37,840CommonSOLE
097023105BABOEING CO/THE$700,6680.01%3,344CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$695,8610.01%1,655CommonSOLE
037833100AAPLAPPLE INC$684,6520.01%3,337CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$662,7210.01%236,686CommonSOLE
060505104BACBANK OF AMERICA CORP$654,0100.01%13,821CommonSOLE
78463V107GLDSPDR GOLD TRUST$652,9460.01%2,142CommonNONE
98954M200ZZILLOW INC-CLASS A$629,4690.01%8,986CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$621,6610.00%1,144CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS -CL A$612,3750.00%313CommonSOLE
191216100KOCOCA-COLA CO/THE$610,9260.00%8,635CommonSOLE
86889P208SRZNSURROZEN INC$604,0400.00%67,566CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET$588,8930.00%7,998CommonNONE
088606108BHPBHP GROUP LTD$570,9340.00%23,840CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$552,9890.00%5,927CommonSOLE
46429B671MCHIISHARES MSCI CHINA ETF$525,2130.00%9,532CommonSOLE
37954Y319GREKGLOBAL X MSCI GREECE ETF$516,4980.00%8,899CommonSOLE
185123106CWANCLEARWATER ANALYTICS HDS-A$496,6710.00%22,648CommonSOLE
64135M105NGNENEUROGENE INC$489,8370.00%32,765CommonSOLE
690469101OVIDOVID THERAPEUTICS INC$461,9230.00%1,400,191CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$452,7350.00%3,800CommonSOLE
75955J402RLMDRELMADA THERAPEUTICS INC$444,2260.00%740,006CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$424,9970.00%1,214CommonSOLE
776696106ROPROPER INDUSTRIES INC$416,0610.00%734CommonSOLE
805111101SVRASAVARA INC$415,6350.00%182,296CommonSOLE
040413205ANETARISTA NETWORKS INC$402,0780.00%3,930CommonSOLE
74340W103PLDPROLOGIS INC$363,6100.00%3,459CommonSOLE
912008109USFDUS FOODS HOLDING CORP$362,7170.00%4,710CommonSOLE
922042742VTVANGUARD TOT WORLD STK ETF$338,7790.00%2,636CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$301,4000.00%677CommonSOLE
46429B309EIDOISHARES MSCI INDONESIA ETF$249,1470.00%14,132CommonSOLE
46434V423KSAISHARES MSCI SAUDI ARABIA ET$229,8140.00%5,963CommonSOLE
46432F388VLUEISHARES MSCI USA VALUE FACTOR ETF$206,9480.00%1,828CommonNONE
G1051H119TACOWBERTO ACQUISITION CORP$180,3590.00%226,724CommonSOLE
G2949D112DYNCWDYNAMIX CORP$162,0000.00%450,000CommonSOLE
G04537125ATIIWARCHIMEDES TECH SPAC PARTNER$154,2400.00%400,000CommonSOLE
G6717R112OACCWOAKTREE ACQUISITION CORP I-A$151,2360.00%180,000CommonSOLE
G52258129KFIIRK&F GROWTH ACQUISITION CORP$150,0000.00%1,200,000CommonSOLE
M7S64L107PGYWWPAGAYA TECHNOLOGIES LTD -A$81,7220.00%480,716CommonSOLE
G6486E110NHICWNEWHOLD INVESTMENT CORP II-A$80,0250.00%249,999CommonSOLE
G4375F116HAYMAKER ACQ CORP II - CL A$62,5000.00%249,999CommonSOLE
G3852D115GSHRWGESHER ACQUISITION CORP II-A$62,1000.00%199,999CommonSOLE
03589W102ANNXAnnexon, Inc. - PIPE Warrants Strike 5.8006875 06/25/2025$48,6150.00%258,314CommonNONE
96812F110BAERWBRIDGER AEROSPACE GROUP HOLD$48,0670.00%620,220CommonSOLE
76155X118RVMDWREVOLUTION MEDICINES INC$36,2500.00%135,000CommonSOLE
G0R38G112XRPNWARMADA ACQUISITION -CLASS A$20,2500.00%74,999CommonSOLE
45791E115INSPIRATO INC$2,0100.00%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.