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 |
|---|---|---|---|---|---|---|---|---|
| AMPX | Amprius Technologies Inc | $1,864.54万 | 0.11% | 1,345,269 | -2,448,909 | -64.5% | -$3,394.19万 | 减仓 |
| ASND | Ascendis Pharma A/S | $1,868.67万 | 0.11% | 70,061 | -57,501 | -45.1% | -$1,533.67万 | 减仓 |
| OUST | Ouster Inc | $1,920.25万 | 0.11% | 307,142 | 307,142 | — | $1,920.25万 | 新建仓 |
| RMBS | Rambus Inc | $1,923.07万 | 0.11% | 144,875 | -29,078 | -16.7% | -$385.98万 | 减仓 |
| BJRI | BJ's Restaurants Inc | $1,924.42万 | 0.11% | 316,856 | 316,856 | — | $1,924.42万 | 新建仓 |
| ALGN | Align Technology Inc | $1,943.89万 | 0.11% | 115,255 | 33,089 | 40.3% | $558.08万 | 加仓 |
| MTZ | MasTec Inc | $1,945.21万 | 0.11% | 46,753 | -57,249 | -55.0% | -$2,381.90万 | 减仓 |
| LBRT | Liberty Energy Inc | $1,971.94万 | 0.11% | 752,938 | -117,196 | -13.5% | -$306.94万 | 减仓 |
| TARS | Tarsus Pharmaceuticals Inc | $1,998.82万 | 0.12% | 317,576 | -608,549 | -65.7% | -$3,830.21万 | 减仓 |
| USAR | USA Rare Earth Inc | $2,033.47万 | 0.12% | 942,294 | 246,557 | 35.4% | $532.07万 | 加仓 |
| NVMI | Nova Ltd | $2,043.03万 | 0.12% | 37,629 | -7,884 | -17.3% | -$428.05万 | 减仓 |
| AAOI | Applied Optoelectronics Inc | $2,065.59万 | 0.12% | 139,416 | -492,921 | -78.0% | -$7,303.12万 | 减仓 |
| ATRO | Astronics Corp | $2,095.41万 | 0.12% | 257,865 | -68,606 | -21.0% | -$557.49万 | 减仓 |
| CENX | Century Aluminum Co | $2,097.97万 | 0.12% | 455,982 | 455,982 | — | $2,097.97万 | 新建仓 |
| MIAX | Miami International Holdings I | $2,103.45万 | 0.12% | 566,052 | 169,354 | 42.7% | $629.32万 | 加仓 |
| ANDG | Andersen Group Inc | $2,120.29万 | 0.12% | 562,112 | 1,905 | 0.3% | $7.19万 | 加仓 |
| RXO | RXO Inc | $2,120.44万 | 0.12% | 768,555 | 768,555 | — | $2,120.44万 | 新建仓 |
| MGM | MGM Resorts International | $2,127.82万 | 0.12% | 445,057 | 445,057 | — | $2,127.82万 | 新建仓 |
| GRDN | Guardian Pharmacy Services Inc | $2,136.04万 | 0.12% | 510,161 | -78,960 | -13.4% | -$330.61万 | 减仓 |
| EVR | Evercore Inc | $2,146.02万 | 0.12% | 62,852 | -23,933 | -27.6% | -$817.17万 | 重新持有 |
| JBHT | JB Hunt Transport Services Inc | $2,146.73万 | 0.12% | 74,171 | 74,171 | — | $2,146.73万 | 新建仓 |
| ALH | Alliance Laundry Holdings Inc | $2,201.80万 | 0.13% | 830,240 | 9,329 | 1.1% | $24.74万 | 加仓 |
| ARXS | Arxis Inc | $2,218.86万 | 0.13% | 480,898 | 480,898 | — | $2,218.86万 | 新建仓 |
| TPB | Turning Point Brands Inc | $2,238.31万 | 0.13% | 263,920 | -378,811 | -58.9% | -$3,212.70万 | 减仓 |
| ABCL | AbCellera Biologics Inc | $2,248.81万 | 0.13% | 2,864,729 | -1,160,050 | -28.8% | -$910.64万 | 减仓 |
| WYFI | Whitefiber Inc | $2,262.51万 | 0.13% | 582,371 | 582,371 | — | $2,262.51万 | 新建仓 |
| AEHR | Aehr Test Systems | $2,290.28万 | 0.13% | 238,422 | 238,422 | — | $2,290.28万 | 新建仓 |
| NPCE | NeuroPace Inc | $2,299.90万 | 0.13% | 1,447,391 | -4,220 | -0.3% | -$6.71万 | 减仓 |
| ARQT | Arcutis Biotherapeutics Inc | $2,303.23万 | 0.13% | 878,426 | -1,347,603 | -60.5% | -$3,533.42万 | 减仓 |
| WTTR | Select Water Solutions Inc | $2,321.62万 | 0.13% | 1,161,973 | 1,161,973 | — | $2,321.62万 | 新建仓 |
| RKLB | Rocket Lab Corp | $2,327.15万 | 0.13% | 228,938 | -174,338 | -43.2% | -$1,772.15万 | 减仓 |
| CASY | Casey's General Stores Inc | $2,345.35万 | 0.14% | 29,509 | -18,446 | -38.5% | -$1,466.07万 | 减仓 |
| POWL | Powell Industries Inc | $2,367.80万 | 0.14% | 82,686 | -68,388 | -45.3% | -$1,958.36万 | 减仓 |
| VIK | Viking Holdings Ltd | $2,376.08万 | 0.14% | 227,007 | -66,235 | -22.6% | -$693.28万 | 减仓 |
| CHRW | CH Robinson Worldwide Inc | $2,431.94万 | 0.14% | 129,125 | 34,890 | 37.0% | $657.12万 | 加仓 |
| BURL | Burlington Stores Inc | $2,436.83万 | 0.14% | 76,920 | 32,001 | 71.2% | $1,013.79万 | 加仓 |
| DXPE | DXP Enterprises Inc/TX | $2,448.23万 | 0.14% | 145,089 | 468 | 0.3% | $7.90万 | 加仓 |
| EVC | Entravision Communications Cor | $2,495.65万 | 0.14% | 1,913,845 | 1,913,845 | — | $2,495.65万 | 新建仓 |
| TKO | TKO Group Holdings Inc | $2,496.83万 | 0.14% | 124,029 | 7,701 | 6.6% | $155.03万 | 加仓 |
| AMBQ | Ambiq Micro Inc | $2,551.68万 | 0.15% | 288,979 | -91,789 | -24.1% | -$810.50万 | 减仓 |
| EXEL | Exelixis Inc | $2,602.55万 | 0.15% | 478,322 | 141,616 | 42.1% | $770.53万 | 加仓 |
| BWA | BorgWarner Inc | $2,608.03万 | 0.15% | 392,776 | 392,776 | — | $2,608.03万 | 新建仓 |
| COAG | Hemab Therapeutics Holdings In | $2,629.10万 | 0.15% | 715,791 | 715,791 | — | $2,629.10万 | 新建仓 |
| Q | Qnity Electronics Inc | $2,629.13万 | 0.15% | 160,990 | 495 | 0.3% | $8.08万 | 加仓 |
| MAIR | Madison Air Solutions Corp | $2,649.67万 | 0.15% | 679,403 | 679,403 | — | $2,649.67万 | 新建仓 |
| VSEC | VSE Corp | $2,668.40万 | 0.15% | 116,779 | -392,367 | -77.1% | -$8,965.59万 | 减仓 |
| HLIO | Helios Technologies Inc | $2,672.38万 | 0.15% | 299,426 | 101,458 | 51.2% | $905.51万 | 加仓 |
| FTK | Flotek Industries Inc | $2,672.64万 | 0.15% | 1,136,326 | 167,669 | 17.3% | $394.36万 | 加仓 |
| TNDM | Tandem Diabetes Care Inc | $2,696.58万 | 0.16% | 1,786,996 | -517,418 | -22.5% | -$780.78万 | 减仓 |
| LSCC | Lattice Semiconductor Corp | $2,733.26万 | 0.16% | 178,691 | 1,929 | 1.1% | $29.51万 | 加仓 |
| WWD | Woodward Inc | $2,753.92万 | 0.16% | 64,731 | -6,504 | -9.1% | -$276.71万 | 减仓 |
| TCMD | Tactile Systems Technology Inc | $2,792.72万 | 0.16% | 937,783 | 195,869 | 26.4% | $583.30万 | 加仓 |
| AADX | Applied Aerospace & Defense In | $2,796.77万 | 0.16% | 1,227,730 | 1,227,730 | — | $2,796.77万 | 新建仓 |
| MAZE | Maze Therapeutics Inc | $2,849.38万 | 0.17% | 954,886 | 318,724 | 50.1% | $951.07万 | 加仓 |
| APEI | American Public Education Inc | $2,871.15万 | 0.17% | 534,665 | 2,370 | 0.4% | $12.73万 | 加仓 |
| PAAS | Pan American Silver Corp | $2,872.51万 | 0.17% | 641,329 | -211,856 | -24.8% | -$948.90万 | 减仓 |
| DNTH | Dianthus Therapeutics Inc | $2,878.25万 | 0.17% | 295,266 | -22,046 | -6.9% | -$214.90万 | 减仓 |
| BKSY | BlackSky Technology Inc | $2,885.75万 | 0.17% | 1,033,578 | 1,033,578 | — | $2,885.75万 | 新建仓 |
| ALNT | Allient Inc | $2,899.12万 | 0.17% | 281,659 | -92,299 | -24.7% | -$950.03万 | 减仓 |
| ARCB | ArcBest Corp | $2,907.96万 | 0.17% | 202,589 | -7,754 | -3.7% | -$111.30万 | 减仓 |
| TWLO | Twilio Inc | $2,929.33万 | 0.17% | 141,973 | 141,973 | — | $2,929.33万 | 新建仓 |
| PRLB | Proto Labs Inc | $3,017.10万 | 0.17% | 370,151 | 1,015 | 0.3% | $8.27万 | 加仓 |
| PWR | Quanta Services Inc | $3,031.44万 | 0.18% | 42,101 | -58,472 | -58.1% | -$4,210.22万 | 减仓 |
| DRUG | Bright Minds Biosciences Inc | $3,042.31万 | 0.18% | 433,377 | 862 | 0.2% | $6.05万 | 加仓 |
| INOD | Innodata Inc | $3,054.68万 | 0.18% | 404,165 | 197,348 | 95.4% | $1,491.56万 | 重新持有 |
| GNRC | Generac Holdings Inc | $3,084.61万 | 0.18% | 105,345 | 105,345 | — | $3,084.61万 | 新建仓 |
| UEC | Uranium Energy Corp | $3,110.81万 | 0.18% | 2,918,212 | -5,416,033 | -65.0% | -$5,773.49万 | 减仓 |
| WVE | WaVe Life Sciences Ltd | $3,162.47万 | 0.18% | 5,443,143 | 12,122 | 0.2% | $7.04万 | 加仓 |
| MEC | Mayville Engineering Co Inc | $3,170.44万 | 0.18% | 846,354 | 846,354 | — | $3,170.44万 | 新建仓 |
| CELC | Celcuity Inc | $3,178.98万 | 0.18% | 303,860 | 62,311 | 25.8% | $651.90万 | 加仓 |
| PRCH | Porch Group Inc | $3,227.57万 | 0.19% | 2,145,989 | 1,385,365 | 182.1% | $2,083.59万 | 加仓 |
| SQM | Sociedad Quimica y Minera de C | $3,242.49万 | 0.19% | 437,937 | -428,655 | -49.5% | -$3,173.76万 | 减仓 |
| XPO | XPO Inc | $3,248.22万 | 0.19% | 158,226 | 60,312 | 61.6% | $1,238.15万 | 加仓 |
| MAMA | Mama's Creations Inc | $3,263.39万 | 0.19% | 1,828,230 | 727,392 | 66.1% | $1,298.39万 | 加仓 |
| AXGN | Axogen Inc | $3,266.71万 | 0.19% | 707,234 | 478,797 | 209.6% | $2,211.56万 | 加仓 |
| BW | Babcock & Wilcox Enterprises I | $3,295.47万 | 0.19% | 2,337,212 | -43,401 | -1.8% | -$61.20万 | 减仓 |
| HAPN | Happen Inc | $3,322.36万 | 0.19% | 1,601,909 | -407,767 | -20.3% | -$845.71万 | 减仓 |
| LEA | Lear Corp | $3,337.37万 | 0.19% | 248,946 | 248,946 | — | $3,337.37万 | 新建仓 |
| LEGN | Legend Biotech Corp | $3,346.64万 | 0.19% | 1,158,808 | 1,158,808 | — | $3,346.64万 | 新建仓 |
| COMP | Compass Inc | $3,380.31万 | 0.20% | 2,741,532 | 312,319 | 12.9% | $385.09万 | 加仓 |
| TH | Target Hospitality Corp | $3,420.33万 | 0.20% | 1,679,925 | 1,679,925 | — | $3,420.33万 | 新建仓 |
| PBF | PBF Energy Inc | $3,449.03万 | 0.20% | 757,695 | 45,723 | 6.4% | $208.13万 | 加仓 |
| LGN | Legence Corp | $3,480.64万 | 0.20% | 408,382 | -506,184 | -55.3% | -$4,314.21万 | 减仓 |
| LPTH | LightPath Technologies Inc | $3,549.61万 | 0.21% | 2,171,013 | 6,305 | 0.3% | $10.31万 | 加仓 |
| LECO | Lincoln Electric Holdings Inc | $3,597.29万 | 0.21% | 135,486 | -8,117 | -5.7% | -$215.51万 | 减仓 |
| RBC | RBC Bearings Inc | $3,606.67万 | 0.21% | 55,999 | -11,790 | -17.4% | -$759.35万 | 减仓 |
| AIT | Applied Industrial Technologie | $3,617.56万 | 0.21% | 106,981 | 45,546 | 74.1% | $1,540.14万 | 加仓 |
| VSXY | Victoria's Secret & Co | $3,624.48万 | 0.21% | 434,173 | -362,917 | -45.5% | -$3,029.63万 | 减仓 |
| GHM | Graham Corp | $3,629.92万 | 0.21% | 293,232 | -49,676 | -14.5% | -$614.94万 | 减仓 |
| FCEL | FuelCell Energy Inc | $3,653.89万 | 0.21% | 1,014,687 | 1,014,687 | — | $3,653.89万 | 新建仓 |
| NEO | NeoGenomics Inc | $3,660.40万 | 0.21% | 2,508,845 | 787,095 | 45.7% | $1,148.37万 | 加仓 |
| FSS | Federal Signal Corp | $3,677.24万 | 0.21% | 286,189 | -53,253 | -15.7% | -$684.25万 | 减仓 |
| CLDX | Celldex Therapeutics Inc | $3,681.71万 | 0.21% | 989,442 | 989,442 | — | $3,681.71万 | 新建仓 |
| TDW | Tidewater Inc | $3,720.30万 | 0.22% | 558,352 | -200,184 | -26.4% | -$1,333.83万 | 减仓 |
| LGND | Ligand Pharmaceuticals Inc | $3,745.57万 | 0.22% | 118,497 | 328 | 0.3% | $10.37万 | 加仓 |
| ECPG | Encore Capital Group Inc | $3,824.18万 | 0.22% | 409,924 | 409,924 | — | $3,824.18万 | 新建仓 |
| DSGN | Design Therapeutics Inc | $3,850.63万 | 0.22% | 2,661,115 | 916,128 | 52.5% | $1,325.64万 | 加仓 |
| PSMT | PriceSmart Inc | $3,917.09万 | 0.23% | 200,527 | 25,681 | 14.7% | $501.65万 | 加仓 |
| RBRK | Rubrik Inc | $3,951.45万 | 0.23% | 492,208 | 492,208 | — | $3,951.45万 | 新建仓 |
| TDY | Teledyne Technologies Inc | $3,951.92万 | 0.23% | 59,258 | 7,213 | 13.9% | $481.03万 | 加仓 |