Driehaus Capital Management LLC
Chicago IL · SEC CIK 0000938206
$172.57亿2026Q2 申报市值
354持仓数
16.3%前十大占比 · 第一大 2.7%
72 / 85新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VICR 加仓+$1.17亿
CDNS 新建仓+$1.10亿
DAVE 加仓+$1.00亿
ALAB 重新持有+$9,269.64万
SIMO 加仓+$9,203.21万
2026Q2 卖出最多 按季末市值估算
FN 减仓-$2.10亿
BE 减仓-$1.39亿
TSM 减仓-$1.34亿
LITE 减仓-$1.25亿
COHR 减仓-$1.01亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EYE | National Vision Holdings Inc | $0 | 0.00% | 0 | -3,471,774 | -100.0% | -$8,991.89万 | 清仓 |
| YUMC | Yum China Holdings Inc | $0 | 0.00% | 0 | -1,831,286 | -100.0% | -$8,933.01万 | 清仓 |
| BBIO | Bridgebio Pharma Inc | $0 | 0.00% | 0 | -1,146,671 | -100.0% | -$8,515.18万 | 清仓 |
| KRMN | Karman Holdings Inc | $0 | 0.00% | 0 | -977,353 | -100.0% | -$7,823.71万 | 清仓 |
| FTI | TechnipFMC PLC | $0 | 0.00% | 0 | -1,040,195 | -100.0% | -$7,190.87万 | 清仓 |
| CGON | CG oncology Inc | $0 | 0.00% | 0 | -999,623 | -100.0% | -$6,765.45万 | 清仓 |
| FLS | Flowserve Corp | $0 | 0.00% | 0 | -802,581 | -100.0% | -$5,899.77万 | 清仓 |
| MEOH | Methanex Corp | $0 | 0.00% | 0 | -974,088 | -100.0% | -$5,799.72万 | 清仓 |
| CAMT | Camtek Ltd/Israel | $0 | 0.00% | 0 | -332,148 | -100.0% | -$5,035.70万 | 清仓 |
| — | Nuvalent Inc | $0 | 0.00% | 0 | -481,180 | -100.0% | -$4,929.69万 | 清仓 |
| RIG | Transocean Ltd | $0 | 0.00% | 0 | -7,210,869 | -100.0% | -$4,780.81万 | 清仓 |
| SITE | SiteOne Landscape Supply Inc | $0 | 0.00% | 0 | -344,819 | -100.0% | -$4,589.89万 | 清仓 |
| TNL | Travel and Leisure Co | $0 | 0.00% | 0 | -638,965 | -100.0% | -$4,421.00万 | 清仓 |
| AXON | Axon Enterprise Inc | $0 | 0.00% | 0 | -95,057 | -100.0% | -$4,036.98万 | 清仓 |
| MKTX | MarketAxess Holdings Inc | $0 | 0.00% | 0 | -239,256 | -100.0% | -$3,947.25万 | 清仓 |
| CHRD | Chord Energy Corp | $0 | 0.00% | 0 | -266,887 | -100.0% | -$3,794.60万 | 清仓 |
| DOO | BRP Inc | $0 | 0.00% | 0 | -445,762 | -100.0% | -$3,201.02万 | 清仓 |
| OSIS | OSI Systems Inc | $0 | 0.00% | 0 | -117,963 | -100.0% | -$3,132.04万 | 清仓 |
| EAT | Brinker International Inc | $0 | 0.00% | 0 | -215,492 | -100.0% | -$3,076.58万 | 清仓 |
| PPTA | Perpetua Resources Corp | $0 | 0.00% | 0 | -1,086,004 | -100.0% | -$3,053.84万 | 清仓 |
| AEM | Agnico Eagle Mines Ltd | $0 | 0.00% | 0 | -141,100 | -100.0% | -$2,864.09万 | 清仓 |
| PTEN | Patterson-UTI Energy Inc | $0 | 0.00% | 0 | -2,559,637 | -100.0% | -$2,772.09万 | 清仓 |
| GFF | Griffon Corp | $0 | 0.00% | 0 | -349,580 | -100.0% | -$2,540.75万 | 清仓 |
| JBTM | JBT Marel Corp | $0 | 0.00% | 0 | -195,795 | -100.0% | -$2,503.63万 | 清仓 |
| INDA | iShares MSCI India ETF | $0 | 0.00% | 0 | -531,239 | -100.0% | -$2,488.32万 | 清仓 |
| PATK | Patrick Industries Inc | $0 | 0.00% | 0 | -220,415 | -100.0% | -$2,448.15万 | 清仓 |
| CACI | CACI International Inc | $0 | 0.00% | 0 | -44,066 | -100.0% | -$2,396.62万 | 清仓 |
| CAE | CAE Inc | $0 | 0.00% | 0 | -899,900 | -100.0% | -$2,340.65万 | 清仓 |
| KTOS | Kratos Defense & Security Solu | $0 | 0.00% | 0 | -329,953 | -100.0% | -$2,326.50万 | 清仓 |
| IBP | Installed Building Products In | $0 | 0.00% | 0 | -85,297 | -100.0% | -$2,261.65万 | 清仓 |
| GWRE | Guidewire Software Inc | $0 | 0.00% | 0 | -148,686 | -100.0% | -$2,223.75万 | 清仓 |
| AXTI | AXT Inc | $0 | 0.00% | 0 | -384,561 | -100.0% | -$2,191.23万 | 清仓 |
| LMAT | LeMaitre Vascular Inc | $0 | 0.00% | 0 | -197,225 | -100.0% | -$2,153.11万 | 清仓 |
| UUUU | Energy Fuels Inc/Canada | $0 | 0.00% | 0 | -1,140,958 | -100.0% | -$2,082.25万 | 清仓 |
| ASTS | AST SpaceMobile Inc | $0 | 0.00% | 0 | -245,954 | -100.0% | -$2,038.22万 | 清仓 |
| DK | Delek US Holdings Inc | $0 | 0.00% | 0 | -449,396 | -100.0% | -$2,025.43万 | 清仓 |
| USFD | US Foods Holding Corp | $0 | 0.00% | 0 | -210,608 | -100.0% | -$1,942.02万 | 清仓 |
| VISN | Vistance Networks Inc | $0 | 0.00% | 0 | -1,050,360 | -100.0% | -$1,911.66万 | 清仓 |
| SXI | Standex International Corp | $0 | 0.00% | 0 | -71,823 | -100.0% | -$1,830.48万 | 清仓 |
| ULTA | Ulta Beauty Inc | $0 | 0.00% | 0 | -34,583 | -100.0% | -$1,807.69万 | 清仓 |
| IE | Ivanhoe Electric Inc / US | $0 | 0.00% | 0 | -1,524,828 | -100.0% | -$1,802.35万 | 清仓 |
| ALB | Albemarle Corp | $0 | 0.00% | 0 | -97,671 | -100.0% | -$1,753.49万 | 清仓 |
| ECVT | Ecovyst Inc | $0 | 0.00% | 0 | -1,356,131 | -100.0% | -$1,743.98万 | 清仓 |
| INSM | Insmed Inc | $0 | 0.00% | 0 | -105,414 | -100.0% | -$1,723.73万 | 清仓 |
| WLDN | Willdan Group Inc | $0 | 0.00% | 0 | -219,904 | -100.0% | -$1,683.59万 | 清仓 |
| OIS | Oil States International Inc | $0 | 0.00% | 0 | -1,328,078 | -100.0% | -$1,545.88万 | 清仓 |
| CDE | Coeur Mining Inc | $0 | 0.00% | 0 | -796,471 | -100.0% | -$1,494.98万 | 清仓 |
| LCII | LCI Industries | $0 | 0.00% | 0 | -121,346 | -100.0% | -$1,492.31万 | 清仓 |
| WMS | Advanced Drainage Systems Inc | $0 | 0.00% | 0 | -105,562 | -100.0% | -$1,447.57万 | 清仓 |
| GMED | Globus Medical Inc | $0 | 0.00% | 0 | -167,468 | -100.0% | -$1,442.90万 | 清仓 |
| VG | Venture Global Inc | $0 | 0.00% | 0 | -899,196 | -100.0% | -$1,417.13万 | 清仓 |
| HAS | Hasbro Inc | $0 | 0.00% | 0 | -147,612 | -100.0% | -$1,381.65万 | 清仓 |
| RKT | Rocket Cos Inc | $0 | 0.00% | 0 | -968,262 | -100.0% | -$1,379.77万 | 清仓 |
| DLTR | Dollar Tree Inc | $0 | 0.00% | 0 | -119,018 | -100.0% | -$1,303.37万 | 清仓 |
| — | KalVista Pharmaceuticals Inc | $0 | 0.00% | 0 | -564,039 | -100.0% | -$1,135.41万 | 清仓 |
| CPS | Cooper-Standard Holdings Inc | $0 | 0.00% | 0 | -402,013 | -100.0% | -$1,120.41万 | 清仓 |
| SGI | Somnigroup International Inc | $0 | 0.00% | 0 | -134,705 | -100.0% | -$995.74万 | 清仓 |
| TATT | TAT Technologies Ltd | $0 | 0.00% | 0 | -242,990 | -100.0% | -$987.27万 | 清仓 |
| JBIO | Jade Biosciences Inc | $0 | 0.00% | 0 | -635,498 | -100.0% | -$892.87万 | 清仓 |
| LEU | Centrus Energy Corp | $0 | 0.00% | 0 | -47,960 | -100.0% | -$832.54万 | 清仓 |
| — | Exzeo Group Inc | $0 | 0.00% | 0 | -529,752 | -100.0% | -$777.15万 | 清仓 |
| RCAT | Red Cat Holdings Inc | $0 | 0.00% | 0 | -590,663 | -100.0% | -$773.18万 | 清仓 |
| IA | Innovative Solutions and Suppo | $0 | 0.00% | 0 | -348,103 | -100.0% | -$714.66万 | 清仓 |
| QXO | QXO Inc | $0 | 0.00% | 0 | -366,041 | -100.0% | -$706.46万 | 清仓 |
| ESOA | Energy Services of America Cor | $0 | 0.00% | 0 | -491,854 | -100.0% | -$645.80万 | 清仓 |
| — | American Resources Corp | $0 | 0.00% | 0 | -2,395,461 | -100.0% | -$579.70万 | 清仓 |
| ARLO | Arlo Technologies Inc | $0 | 0.00% | 0 | -407,237 | -100.0% | -$579.50万 | 清仓 |
| XERS | Xeris Biopharma Holdings Inc | $0 | 0.00% | 0 | -902,740 | -100.0% | -$523.59万 | 清仓 |
| LYTS | LSI Industries Inc | $0 | 0.00% | 0 | -245,924 | -100.0% | -$457.42万 | 清仓 |
| TMDX | TransMedics Group Inc | $0 | 0.00% | 0 | -40,114 | -100.0% | -$398.77万 | 清仓 |
| PGEN | Precigen Inc | $0 | 0.00% | 0 | -793,773 | -100.0% | -$307.19万 | 清仓 |
| AKTS | Aktis Oncology Inc | $0 | 0.00% | 0 | -150,000 | -100.0% | -$268.35万 | 清仓 |
| ATAT | Atour Lifestyle Holdings Ltd | $0 | 0.00% | 0 | -52,023 | -100.0% | -$191.50万 | 清仓 |
| DQ | Daqo New Energy Corp | $0 | 0.00% | 0 | -80,606 | -100.0% | -$171.45万 | 清仓 |
| ORCL | Oracle Corp | $0 | 0.00% | 0 | -4,676 | -100.0% | -$68.79万 | 清仓 |
| HSY | Hershey Co/The | $0 | 0.00% | 0 | -3,088 | -100.0% | -$64.20万 | 清仓 |
| GILD | Gilead Sciences Inc | $0 | 0.00% | 0 | -4,085 | -100.0% | -$56.93万 | 清仓 |
| NET | Cloudflare Inc | $0 | 0.00% | 0 | -2,548 | -100.0% | -$52.58万 | 清仓 |
| DHR | Danaher Corp | $0 | 0.00% | 0 | -2,663 | -100.0% | -$50.49万 | 清仓 |
| GIL | Gildan Activewear Inc | $0 | 0.00% | 0 | -9,010 | -100.0% | -$50.14万 | 清仓 |
| MOS | Mosaic Co/The | $0 | 0.00% | 0 | -18,042 | -100.0% | -$46.01万 | 清仓 |
| ABBV | AbbVie Inc | $0 | 0.00% | 0 | -2,039 | -100.0% | -$44.35万 | 清仓 |
| RRC | Range Resources Corp | $0 | 0.00% | 0 | -9,533 | -100.0% | -$43.07万 | 清仓 |
| AVGO | Broadcom Inc | $0 | 0.00% | 0 | -1,154 | -100.0% | -$35.72万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -2,828 | -100.0% | -$29.73万 | 清仓 |
| — | REVOLUTION MEDICINES INC | $18.80万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| CF | CF Industries Holdings Inc | $20.69万 | 0.00% | 1,911 | -106,570 | -98.2% | -$1,153.73万 | 减仓 |
| PLD | Prologis Inc | $34.68万 | 0.00% | 2,560 | -950 | -27.1% | -$12.87万 | 减仓 |
| CTVA | Corteva Inc | $36.03万 | 0.00% | 4,254 | 0 | 0.0% | — | 不变 |
| CRBP | Corbus Pharmaceuticals Holding | $36.56万 | 0.00% | 38,977 | 38,977 | — | $36.56万 | 新建仓 |
| AMKR | Amkor Technology Inc | $40.16万 | 0.00% | 4,657 | 4,657 | — | $40.16万 | 新建仓 |
| EQT | EQT Corp | $42.78万 | 0.00% | 8,045 | -7,707 | -48.9% | -$40.98万 | 减仓 |
| — | PepGen Inc | $50.38万 | 0.00% | 279,909 | 0 | 0.0% | — | 不变 |
| ARM | ARM Holdings PLC | $50.81万 | 0.00% | 1,433 | 1,433 | — | $50.81万 | 新建仓 |
| MSCI | MSCI Inc | $53.82万 | 0.00% | 961 | 353 | 58.1% | $19.77万 | 加仓 |
| TFC | Truist Financial Corp | $54.52万 | 0.00% | 10,943 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $55.09万 | 0.00% | 4,287 | 0 | 0.0% | — | 不变 |
| BPOP | Popular Inc | $56.69万 | 0.00% | 3,453 | 3,453 | — | $56.69万 | 新建仓 |
| WMT | Walmart Inc | $57.92万 | 0.00% | 5,114 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $58.98万 | 0.00% | 827 | 0 | 0.0% | — | 不变 |