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Jeffrey James — Institutional Investor Profile | Buyside Digest

Jeffrey James

Institutional Investor • Driehaus Small/Mid Cap Growth Fund

Value

$8.8B

Stocks

50 Stocks (1 new)

Turnover

0.1%

CIK

0000938206EDGAR ↗

Website ↗

Top Holdings

TAIWAN STOCK EXCHANGE-TSM(5.84%) DFTX(4.00%) PRAX(3.99%) XEN.TO(3.31%) SIMO(3.25%)

About Investor

Jeffrey James serves as Lead Portfolio Manager with 35 years of investment experience, supported by Michael Buck (25 years experience) and Prakash Vijayan, CFA (19 years experience). All three managers have been with the fund since its inception in May 2020, providing continuity and consistency. The team is part of Driehaus Capital Management LLC, an independent boutique investment adviser founded in 1982 by Richard H. Driehaus with over 40 years of institutional experience managing $26 billion in growth-oriented strategies. The management team has demonstrated expertise in identifying growth inflections and earnings surprises, with James notably achieving exceptional performance including his Driehaus Micro Cap Growth fund returning 47% in 2020. The team emphasizes fundamental research, focusing on companies starting from a lower base that are less discovered by the market.

Investor Philosophy

Investment philosophy details pending verification.

Jeffrey James Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
TAIWAN STOCK EXCHANGE-TSM	None	TSMC	General	$470.2M	5.8%	No Change
DFTX	None	Definium Therapeutics, Inc.	General	$322.0M	4.0%	No Change
PRAX	None	Praxis Precision Medicines, Inc.	General	$321.1M	4.0%	No Change
XEN.TO	None	Xenon Pharmaceuticals Inc.	General	$266.7M	3.3%	No Change
SIMO	None	Silicon Motion Technology Corporation	Information Technology	$262.0M	3.3%	No Change
SYRE	None	SPYRE THERAPEUTICS INC	General	$248.5M	3.1%	No Change
CRNX	None	Crinetics Pharmaceuticals Inc	General	$241.9M	3.0%	No Change
APGE	None	APOGEE THERAPEUTICS INC	General	$231.0M	2.9%	No Change
GH	None	Guardant Health, Inc.	Health Care	$230.1M	2.9%	No Change
PL	None	Planet Labs PBC	Industrials	$222.7M	2.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
DAVEWDAVE INC	$123.5M	+100.0%	1.5%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
COHCoherent Corp	$102363.8M	-100.0%	0.0%	Sold Out
DAVEDave & Buster's	$123.5M	-100.0%	0.0%	Sold Out
COHRCoherent Corp.	$102.4M	-99.9%	1.3%	Decreased

13F Sector Breakdown

General43.9%

Information Technology19.1%

Industrials13.1%

Financials9.0%

Health Care5.5%

Sector	Stocks	Value	Exposure
General	18	$3531.8M	43.9%
Information Technology	10	$1535.1M	19.1%
Industrials	7	$1056.2M	13.1%
Financials	5	$724.3M	9.0%
Health Care	3	$439.5M	5.5%
Consumer Discretionary	3	$336.8M	4.2%
Consumer Staples	1	$112.2M	1.4%
Materials	1	$108.8M	1.4%
Basic Materials	1	$106.5M	1.3%
Technology	1	$100.8M	1.3%