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 |
|---|---|---|---|---|---|---|---|---|
| VLUE | iShares MSCI USA Value Factor ETF | $59.18万 | 0.00% | 2,962 | 0 | 0.0% | — | 不变 |
| EQIX | Equinix Inc | $64.00万 | 0.00% | 614 | 0 | 0.0% | — | 不变 |
| AZN | AstraZeneca PLC | $75.21万 | 0.00% | 3,967 | 0 | 0.0% | — | 不变 |
| KEYS | Keysight Technologies Inc | $75.30万 | 0.00% | 2,151 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Shares | $79.16万 | 0.00% | 2,149 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $80.96万 | 0.00% | 5,798 | -544 | -8.6% | -$7.60万 | 减仓 |
| UNP | Union Pacific Corp | $81.08万 | 0.00% | 2,981 | 735 | 32.7% | $19.99万 | 加仓 |
| VNET | Vnet Group Inc | $83.93万 | 0.00% | 104,394 | -64,055 | -38.0% | -$51.50万 | 减仓 |
| SPOT | Spotify Technology SA | $84.53万 | 0.00% | 1,841 | 367 | 24.9% | $16.85万 | 加仓 |
| WELL | Welltower Inc | $84.75万 | 0.00% | 3,734 | 0 | 0.0% | — | 不变 |
| LIN | Linde PLC | $89.31万 | 0.01% | 1,721 | 0 | 0.0% | — | 不变 |
| SNOW | Snowflake Inc | $91.72万 | 0.01% | 3,604 | 3,604 | — | $91.72万 | 新建仓 |
| CL | Colgate-Palmolive Co | $96.86万 | 0.01% | 10,565 | 0 | 0.0% | — | 不变 |
| HSAI | Hesai Group | $97.60万 | 0.01% | 53,567 | -32,541 | -37.8% | -$59.29万 | 减仓 |
| DPC | Dpc Holdings Ltd | $98.00万 | 0.01% | 19,975 | 19,975 | — | $98.00万 | 新建仓 |
| JPM | JPMorgan Chase & Co | $99.31万 | 0.01% | 3,034 | 0 | 0.0% | — | 不变 |
| TTWO | Take-Two Interactive Software | $99.54万 | 0.01% | 3,982 | -1,752 | -30.6% | -$43.80万 | 减仓 |
| CGNX | Cognex Corp | $102.59万 | 0.01% | 14,166 | 2,668 | 23.2% | $19.32万 | 加仓 |
| VLO | Valero Energy Corp | $104.38万 | 0.01% | 4,008 | -613 | -13.3% | -$15.96万 | 减仓 |
| MSFT | Microsoft Corp | $108.55万 | 0.01% | 2,910 | -243 | -7.7% | -$9.06万 | 减仓 |
| LRCX | Lam Research Corp | $115.40万 | 0.01% | 2,663 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $116.58万 | 0.01% | 4,029 | -928 | -18.7% | -$26.85万 | 减仓 |
| — | Exxon Mobil Corp | $117.59万 | 0.01% | 8,601 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co/The | $119.36万 | 0.01% | 14,687 | 0 | 0.0% | — | 不变 |
| CERS | Cerus Corp | $123.99万 | 0.01% | 424,610 | -536,996 | -55.8% | -$156.80万 | 减仓 |
| SGMT | Sagimet Biosciences Inc | $128.83万 | 0.01% | 166,667 | 166,667 | — | $128.83万 | 新建仓 |
| MRVL | Marvell Technology Inc | $131.46万 | 0.01% | 4,413 | -4,548 | -50.8% | -$135.48万 | 减仓 |
| BND | Vanguard Total Bond Market ETF | $134.35万 | 0.01% | 18,301 | 0 | 0.0% | — | 不变 |
| RZLT | Rezolute Inc | $150.55万 | 0.01% | 289,519 | 289,519 | — | $150.55万 | 新建仓 |
| GLNG | Golar LNG Ltd | $155.44万 | 0.01% | 31,187 | 31,187 | — | $155.44万 | 新建仓 |
| STX | Seagate Technology Holdings PL | $156.23万 | 0.01% | 1,619 | 202 | 14.3% | $19.49万 | 加仓 |
| LAR | Lithium Argentina AG | $161.19万 | 0.01% | 194,911 | 194,911 | — | $161.19万 | 新建仓 |
| GDS | GDS Holdings Ltd | $177.37万 | 0.01% | 59,063 | 7,487 | 14.5% | $22.48万 | 加仓 |
| — | Palatin Technologies Inc | $179.88万 | 0.01% | 166,713 | 0 | 0.0% | — | 不变 |
| AUGO | Aura Minerals Inc | $181.84万 | 0.01% | 28,886 | 28,886 | — | $181.84万 | 新建仓 |
| LLY | Eli Lilly & Co | $183.27万 | 0.01% | 1,528 | 360 | 30.8% | $43.18万 | 加仓 |
| CPA | Copa Holdings SA | $186.67万 | 0.01% | 11,999 | -7,994 | -40.0% | -$124.36万 | 减仓 |
| PBLS | Parabilis Medicines Inc | $273.70万 | 0.02% | 100,000 | 100,000 | — | $273.70万 | 新建仓 |
| REPX | Riley Exploration Permian Inc | $289.55万 | 0.02% | 87,849 | -355,870 | -80.2% | -$1,172.95万 | 减仓 |
| AMZN | Amazon.com Inc | $315.54万 | 0.02% | 13,239 | 5,917 | 80.8% | $141.03万 | 加仓 |
| NVDA | NVIDIA Corp | $317.20万 | 0.02% | 15,853 | -1,028 | -6.1% | -$20.57万 | 减仓 |
| PAM | Pampa Energia SA | $354.57万 | 0.02% | 43,172 | 21,919 | 103.1% | $180.02万 | 加仓 |
| GOOGL | Alphabet Inc | $367.13万 | 0.02% | 10,273 | -1,450 | -12.4% | -$51.82万 | 减仓 |
| ASMB | Assembly Biosciences Inc | $412.20万 | 0.02% | 150,000 | 150,000 | — | $412.20万 | 新建仓 |
| IVVD | Invivyd Inc | $419.32万 | 0.02% | 4,806,543 | -3,630,351 | -43.0% | -$316.71万 | 减仓 |
| IPI | Intrepid Potash Inc | $426.07万 | 0.02% | 129,979 | -183,909 | -58.6% | -$602.85万 | 减仓 |
| NGNE | Neurogene Inc | $451.40万 | 0.03% | 143,528 | 110,763 | 338.1% | $348.35万 | 加仓 |
| KARD | Kardigan Inc | $476.07万 | 0.03% | 199,612 | 199,612 | — | $476.07万 | 新建仓 |
| SI | Shoulder Innovations Inc | $514.63万 | 0.03% | 253,760 | 253,760 | — | $514.63万 | 新建仓 |
| KRRO | Korro Bio Inc | $593.16万 | 0.03% | 450,045 | 0 | 0.0% | — | 不变 |
| TSSI | TSS Inc/MD | $659.67万 | 0.04% | 536,314 | 536,314 | — | $659.67万 | 新建仓 |
| SPIR | Spire Global Inc | $688.90万 | 0.04% | 370,379 | 370,379 | — | $688.90万 | 新建仓 |
| AS | Amer Sports Inc | $720.39万 | 0.04% | 212,880 | 6,380 | 3.1% | $21.59万 | 加仓 |
| DTIL | Precision BioSciences Inc | $744.11万 | 0.04% | 946,707 | -48,664 | -4.9% | -$38.25万 | 减仓 |
| MNPR | Monopar Therapeutics Inc | $778.13万 | 0.05% | 84,040 | 50,884 | 153.5% | $471.13万 | 加仓 |
| PRSU | Pursuit Attractions and Hospit | $800.68万 | 0.05% | 143,056 | 143,056 | — | $800.68万 | 新建仓 |
| SII | Sprott Inc | $906.92万 | 0.05% | 80,500 | -2,600 | -3.1% | -$29.29万 | 减仓 |
| GRRR | Gorilla Technology Group Inc | $918.56万 | 0.05% | 462,051 | 462,051 | — | $918.56万 | 新建仓 |
| — | Cue Biopharma Inc | $922.01万 | 0.05% | 292,144 | 292,144 | — | $922.01万 | 新建仓 |
| CTRN | Citi Trends Inc | $945.25万 | 0.05% | 163,425 | 163,425 | — | $945.25万 | 新建仓 |
| LRMR | Larimar Therapeutics Inc | $964.84万 | 0.06% | 3,163,423 | 229,024 | 7.8% | $69.85万 | 加仓 |
| ANIP | ANI Pharmaceuticals Inc | $1,008.69万 | 0.06% | 121,852 | 393 | 0.3% | $3.25万 | 加仓 |
| GFI | Gold Fields Ltd | $1,009.56万 | 0.06% | 300,555 | 4,816 | 1.6% | $16.18万 | 加仓 |
| FN | Fabrinet | $1,010.11万 | 0.06% | 17,971 | -373,110 | -95.4% | -$2.10亿 | 减仓 |
| ONC | BeOne Medicines Ltd | $1,011.76万 | 0.06% | 35,504 | -119,498 | -77.1% | -$3,405.33万 | 减仓 |
| CLYM | Climb Bio Inc | $1,030.16万 | 0.06% | 790,000 | 189,054 | 31.5% | $246.53万 | 加仓 |
| TBBB | BBB Foods Inc | $1,105.97万 | 0.06% | 265,412 | 95,212 | 55.9% | $396.75万 | 加仓 |
| KMTS | Kestra Medical Technologies Lt | $1,141.26万 | 0.07% | 448,608 | 1,293 | 0.3% | $3.29万 | 加仓 |
| SYM | Symbotic Inc | $1,157.48万 | 0.07% | 257,504 | 257,504 | — | $1,157.48万 | 新建仓 |
| UAMY | United States Antimony Corp | $1,166.69万 | 0.07% | 1,607,017 | -3,738,693 | -69.9% | -$2,714.29万 | 减仓 |
| VOYG | Voyager Technologies Inc | $1,173.99万 | 0.07% | 364,029 | 364,029 | — | $1,173.99万 | 新建仓 |
| IAG | IAMGOLD Corp | $1,175.64万 | 0.07% | 740,800 | -2,509,440 | -77.2% | -$3,982.44万 | 减仓 |
| — | Guardian Metal Resources PLC | $1,204.90万 | 0.07% | 860,026 | 304,775 | 54.9% | $426.99万 | 加仓 |
| ALXO | ALX Oncology Holdings Inc | $1,247.22万 | 0.07% | 6,025,240 | 290,620 | 5.1% | $60.16万 | 加仓 |
| INIO | Innio NV | $1,253.36万 | 0.07% | 316,905 | 316,905 | — | $1,253.36万 | 新建仓 |
| ANRO | Alto Neuroscience Inc | $1,286.71万 | 0.07% | 487,576 | 850 | 0.2% | $2.24万 | 加仓 |
| ALNY | Alnylam Pharmaceuticals Inc | $1,286.78万 | 0.07% | 42,746 | -16,876 | -28.3% | -$508.02万 | 减仓 |
| PDS | Precision Drilling Corp | $1,287.79万 | 0.07% | 167,700 | 167,700 | — | $1,287.79万 | 新建仓 |
| BWXT | BWX Technologies Inc | $1,324.22万 | 0.08% | 68,031 | -69,044 | -50.4% | -$1,343.94万 | 减仓 |
| FIVE | Five Below Inc | $1,355.67万 | 0.08% | 75,403 | -81,387 | -51.9% | -$1,463.26万 | 减仓 |
| REAL | RealReal Inc/The | $1,381.28万 | 0.08% | 1,171,568 | -1,168,952 | -49.9% | -$1,378.19万 | 减仓 |
| ALSN | Allison Transmission Holdings | $1,388.88万 | 0.08% | 123,193 | -95,933 | -43.8% | -$1,081.55万 | 减仓 |
| IFS | Intercorp Financial Services I | $1,396.84万 | 0.08% | 245,231 | -52,197 | -17.5% | -$297.31万 | 减仓 |
| SEDG | SolarEdge Technologies Inc | $1,401.88万 | 0.08% | 239,883 | 239,883 | — | $1,401.88万 | 新建仓 |
| RYTM | Rhythm Pharmaceuticals Inc | $1,435.45万 | 0.08% | 129,285 | -307,261 | -70.4% | -$3,411.52万 | 减仓 |
| RLMD | Relmada Therapeutics Inc | $1,475.38万 | 0.09% | 2,132,053 | 0 | 0.0% | — | 不变 |
| INV | Innventure Inc | $1,514.64万 | 0.09% | 2,987,465 | 1,730,979 | 137.8% | $877.61万 | 重新持有 |
| NXE | NexGen Energy Ltd | $1,538.68万 | 0.09% | 1,638,636 | -2,134,383 | -56.6% | -$2,004.19万 | 减仓 |
| EZPW | EZCORP Inc | $1,544.53万 | 0.09% | 446,783 | 2,874 | 0.6% | $9.94万 | 加仓 |
| AA | Alcoa Corp | $1,545.67万 | 0.09% | 296,446 | 296,446 | — | $1,545.67万 | 新建仓 |
| ELAN | Elanco Animal Health Inc | $1,601.96万 | 0.09% | 650,940 | 306,769 | 89.1% | $754.96万 | 加仓 |
| HUT | Hut 8 Corp | $1,612.94万 | 0.09% | 139,715 | -70,497 | -33.5% | -$813.85万 | 减仓 |
| MEI | Methode Electronics Inc | $1,617.73万 | 0.09% | 852,786 | 852,786 | — | $1,617.73万 | 新建仓 |
| RVMD | Revolution Medicines Inc | $1,665.16万 | 0.10% | 88,913 | 88,913 | — | $1,665.16万 | 新建仓 |
| INCY | Incyte Corp | $1,679.44万 | 0.10% | 148,151 | 20,007 | 15.6% | $226.80万 | 加仓 |
| APLD | Applied Digital Corp | $1,679.97万 | 0.10% | 450,395 | 129,024 | 40.1% | $481.26万 | 重新持有 |
| SION | Sionna Therapeutics Inc | $1,695.58万 | 0.10% | 385,447 | 308,814 | 403.0% | $1,358.47万 | 加仓 |
| CR | Crane Co | $1,722.48万 | 0.10% | 77,217 | -176,281 | -69.5% | -$3,932.30万 | 减仓 |
| RRX | Regal Rexnord Corp | $1,760.27万 | 0.10% | 73,902 | 73,902 | — | $1,760.27万 | 新建仓 |
| ARMK | Aramark | $1,815.55万 | 0.11% | 319,078 | 319,078 | — | $1,815.55万 | 新建仓 |