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 |
|---|---|---|---|---|---|---|---|---|
| TPR | Tapestry Inc | $4,041.33万 | 0.23% | 276,085 | 3,537 | 1.3% | $51.77万 | 加仓 |
| ATI | ATI Inc | $4,042.99万 | 0.23% | 205,124 | -7,610 | -3.6% | -$149.99万 | 减仓 |
| NP | Neptune Insurance Holdings Inc | $4,085.96万 | 0.24% | 1,297,130 | 676,978 | 109.2% | $2,132.48万 | 重新持有 |
| MTDR | Matador Resources Co | $4,125.01万 | 0.24% | 828,648 | -360,406 | -30.3% | -$1,794.10万 | 减仓 |
| LIND | Lindblad Expeditions Holdings | $4,143.58万 | 0.24% | 1,467,275 | 281,376 | 23.7% | $794.61万 | 加仓 |
| MDGL | Madrigal Pharmaceuticals Inc | $4,193.26万 | 0.24% | 78,094 | -32,866 | -29.6% | -$1,764.74万 | 减仓 |
| LIVN | LivaNova PLC | $4,243.78万 | 0.25% | 516,086 | -27,631 | -5.1% | -$227.21万 | 减仓 |
| BLZE | Backblaze Inc | $4,263.24万 | 0.25% | 2,688,044 | 2,688,044 | — | $4,263.24万 | 新建仓 |
| GGAL | Grupo Financiero Galicia SA | $4,303.14万 | 0.25% | 860,111 | -207,098 | -19.4% | -$1,036.11万 | 减仓 |
| AFRM | Affirm Holdings Inc | $4,383.47万 | 0.25% | 537,519 | 320,267 | 147.4% | $2,611.78万 | 重新持有 |
| COHU | Cohu Inc | $4,562.63万 | 0.26% | 617,323 | 78,792 | 14.6% | $582.35万 | 加仓 |
| KNSA | Kiniksa Pharmaceuticals Intern | $4,592.88万 | 0.27% | 718,199 | 106,801 | 17.5% | $682.99万 | 加仓 |
| ORA | Ormat Technologies Inc | $4,622.91万 | 0.27% | 424,510 | -47,257 | -10.0% | -$514.63万 | 减仓 |
| FSLY | Fastly Inc | $4,671.53万 | 0.27% | 2,544,406 | 1,706,078 | 203.5% | $3,132.36万 | 加仓 |
| FEIM | Frequency Electronics Inc | $4,685.68万 | 0.27% | 706,207 | 214,306 | 43.6% | $1,421.92万 | 加仓 |
| ENVA | Enova International Inc | $4,694.09万 | 0.27% | 194,994 | 194,994 | — | $4,694.09万 | 新建仓 |
| PRM | Perimeter Solutions Inc | $4,733.48万 | 0.27% | 1,327,763 | 458,045 | 52.7% | $1,632.93万 | 重新持有 |
| LINC | Lincoln Educational Services C | $4,748.36万 | 0.28% | 951,576 | 274,653 | 40.6% | $1,370.52万 | 加仓 |
| FIVN | Five9 Inc | $4,830.90万 | 0.28% | 2,265,900 | 2,265,900 | — | $4,830.90万 | 新建仓 |
| ICHR | Ichor Holdings Ltd | $4,853.46万 | 0.28% | 432,264 | 133,997 | 44.9% | $1,504.52万 | 加仓 |
| INVX | Innovex International Inc | $4,856.50万 | 0.28% | 1,958,268 | 421,959 | 27.5% | $1,046.46万 | 加仓 |
| KGS | Kodiak Gas Services Inc | $4,925.58万 | 0.29% | 655,608 | 655,608 | — | $4,925.58万 | 新建仓 |
| TTI | TETRA Technologies Inc | $4,955.56万 | 0.29% | 4,373,843 | 782,817 | 21.8% | $886.93万 | 加仓 |
| TER | Teradyne Inc | $5,007.02万 | 0.29% | 103,485 | -81,280 | -44.0% | -$3,932.65万 | 减仓 |
| CUBI | Customers Bancorp Inc | $5,020.37万 | 0.29% | 634,687 | 11,173 | 1.8% | $88.38万 | 加仓 |
| SPXC | SPX Technologies Inc | $5,034.54万 | 0.29% | 205,349 | -74,360 | -26.6% | -$1,823.08万 | 减仓 |
| PENG | Penguin Solutions Inc | $5,114.31万 | 0.30% | 672,847 | 672,847 | — | $5,114.31万 | 新建仓 |
| ITUB | Itau Unibanco Holding SA | $5,114.47万 | 0.30% | 6,260,057 | 38,491 | 0.6% | $31.45万 | 加仓 |
| ENPH | Enphase Energy Inc | $5,219.09万 | 0.30% | 1,059,929 | 1,059,929 | — | $5,219.09万 | 新建仓 |
| SAIL | SailPoint Inc | $5,233.06万 | 0.30% | 3,574,494 | 3,574,494 | — | $5,233.06万 | 新建仓 |
| SN | SharkNinja Inc | $5,277.40万 | 0.31% | 346,582 | 131,951 | 61.5% | $2,009.22万 | 加仓 |
| FIGS | Figs Inc | $5,279.95万 | 0.31% | 5,161,238 | 986,981 | 23.6% | $1,009.68万 | 加仓 |
| IDCC | InterDigital Inc | $5,375.85万 | 0.31% | 189,872 | -227,855 | -54.5% | -$6,451.26万 | 减仓 |
| ADPT | Adaptive Biotechnologies Corp | $5,421.92万 | 0.31% | 2,527,703 | 777,102 | 44.4% | $1,666.88万 | 加仓 |
| AMLX | Amylyx Pharmaceuticals Inc | $5,454.40万 | 0.32% | 3,036,970 | 49,823 | 1.7% | $89.48万 | 加仓 |
| MYRG | MYR Group Inc | $5,470.17万 | 0.32% | 109,316 | -128,869 | -54.1% | -$6,448.60万 | 减仓 |
| TTMI | TTM Technologies Inc | $5,521.56万 | 0.32% | 295,239 | 5,198 | 1.8% | $97.21万 | 加仓 |
| TS | Tenaris SA | $5,555.26万 | 0.32% | 1,001,129 | 112,783 | 12.7% | $625.83万 | 加仓 |
| AAMI | Acadian Asset Management Inc | $5,642.22万 | 0.33% | 788,901 | 788,901 | — | $5,642.22万 | 新建仓 |
| BKU | BankUnited Inc | $5,755.99万 | 0.33% | 1,188,026 | 268,991 | 29.3% | $1,303.26万 | 加仓 |
| MBX | MBX Biosciences Inc | $5,832.32万 | 0.34% | 1,056,579 | 38,367 | 3.8% | $211.79万 | 加仓 |
| TSEM | Tower Semiconductor Ltd | $5,867.37万 | 0.34% | 225,114 | -100,989 | -31.0% | -$2,632.18万 | 减仓 |
| MRCY | Mercury Systems Inc | $5,968.74万 | 0.35% | 487,921 | 193,293 | 65.6% | $2,364.55万 | 加仓 |
| FCFS | FirstCash Holdings Inc | $5,971.06万 | 0.35% | 276,029 | 52,503 | 23.5% | $1,135.74万 | 加仓 |
| ECG | Everus Construction Group Inc | $5,983.23万 | 0.35% | 360,544 | -155,225 | -30.1% | -$2,575.96万 | 减仓 |
| ZWS | Zurn Elkay Water Solutions Cor | $6,041.92万 | 0.35% | 1,195,710 | 298,096 | 33.2% | $1,506.28万 | 加仓 |
| VCYT | Veracyte Inc | $6,142.14万 | 0.36% | 1,045,826 | 414,116 | 65.6% | $2,432.10万 | 重新持有 |
| FIX | Comfort Systems USA Inc | $6,242.94万 | 0.36% | 31,499 | -9,606 | -23.4% | -$1,903.86万 | 减仓 |
| OPLN | OPENLANE Inc | $6,248.73万 | 0.36% | 1,515,210 | 947,011 | 166.7% | $3,905.47万 | 加仓 |
| GTX | Garrett Motion Inc | $6,360.49万 | 0.37% | 1,755,586 | 530,530 | 43.3% | $1,922.11万 | 加仓 |
| MP | MP Materials Corp | $6,431.62万 | 0.37% | 1,148,299 | 368,831 | 47.3% | $2,065.82万 | 加仓 |
| TEX | Terex Corp | $6,442.54万 | 0.37% | 889,977 | 247,554 | 38.5% | $1,792.04万 | 加仓 |
| CCJ | Cameco Corp | $6,457.99万 | 0.37% | 634,006 | -378,594 | -37.4% | -$3,856.36万 | 减仓 |
| ALKS | Alkermes PLC | $6,490.74万 | 0.38% | 1,238,809 | 446,846 | 56.4% | $2,341.25万 | 加仓 |
| ALM | Almonty Industries Inc | $6,688.89万 | 0.39% | 4,039,183 | -56,152 | -1.4% | -$92.99万 | 减仓 |
| SMTC | Semtech Corp | $6,791.76万 | 0.39% | 419,633 | -208,823 | -33.2% | -$3,379.80万 | 减仓 |
| MELI | MercadoLibre Inc | $6,812.47万 | 0.39% | 40,135 | 40,135 | — | $6,812.47万 | 新建仓 |
| AEIS | Advanced Energy Industries Inc | $6,896.49万 | 0.40% | 184,957 | 7,939 | 4.5% | $296.02万 | 加仓 |
| LITE | Lumentum Holdings Inc | $7,101.99万 | 0.41% | 82,768 | -146,227 | -63.9% | -$1.25亿 | 减仓 |
| FLNC | Fluence Energy Inc | $7,109.02万 | 0.41% | 3,575,964 | 3,575,964 | — | $7,109.02万 | 新建仓 |
| FROG | JFrog Ltd | $7,313.14万 | 0.42% | 804,703 | 804,703 | — | $7,313.14万 | 新建仓 |
| FPS | Forgent Power Solutions Inc | $7,453.87万 | 0.43% | 1,334,384 | -49,739 | -3.6% | -$277.84万 | 减仓 |
| FTAI | FTAI Aviation Ltd | $7,526.36万 | 0.44% | 278,208 | -301,313 | -52.0% | -$8,151.42万 | 减仓 |
| ROAD | Construction Partners Inc | $7,618.11万 | 0.44% | 641,417 | -153,047 | -19.3% | -$1,817.74万 | 减仓 |
| CAVA | Cava Group Inc | $7,820.50万 | 0.45% | 996,496 | 149,758 | 17.7% | $1,175.30万 | 加仓 |
| KNX | Knight-Swift Transportation Ho | $7,896.88万 | 0.46% | 1,014,111 | 49,229 | 5.1% | $383.35万 | 加仓 |
| FLYW | Flywire Corp | $7,918.67万 | 0.46% | 4,506,928 | 4,506,928 | — | $7,918.67万 | 新建仓 |
| WT | WisdomTree Inc | $7,966.38万 | 0.46% | 4,702,705 | 3,058,463 | 186.0% | $5,181.04万 | 加仓 |
| BROS | Dutch Bros Inc | $7,970.72万 | 0.46% | 1,109,974 | 319,523 | 40.4% | $2,294.49万 | 重新持有 |
| EOSE | Eos Energy Enterprises Inc | $7,970.93万 | 0.46% | 13,556,010 | -1,313,160 | -8.8% | -$772.14万 | 减仓 |
| VIST | Vista Energy SAB de CV | $8,035.51万 | 0.47% | 1,259,484 | 7,898 | 0.6% | $50.39万 | 加仓 |
| MWH | Solv Energy Inc | $8,097.27万 | 0.47% | 2,378,054 | 1,107,548 | 87.2% | $3,771.20万 | 加仓 |
| SEZL | Sezzle Inc | $8,170.03万 | 0.47% | 476,026 | 476,026 | — | $8,170.03万 | 新建仓 |
| TVTX | Travere Therapeutics Inc | $8,175.72万 | 0.47% | 1,439,134 | 156,616 | 12.2% | $889.74万 | 加仓 |
| GPCR | Structure Therapeutics Inc | $8,336.13万 | 0.48% | 1,553,219 | -24,137 | -1.5% | -$129.54万 | 减仓 |
| ULS | UL Solutions Inc | $8,386.66万 | 0.49% | 823,352 | 12,737 | 1.6% | $129.74万 | 加仓 |
| CIFR | Cipher Mining Inc | $8,693.39万 | 0.50% | 3,548,322 | 1,638,645 | 85.8% | $4,014.68万 | 重新持有 |
| DY | Dycom Industries Inc | $8,720.72万 | 0.51% | 172,486 | 35,143 | 25.6% | $1,776.79万 | 加仓 |
| BAND | Bandwidth Inc | $8,791.73万 | 0.51% | 1,388,899 | 1,388,899 | — | $8,791.73万 | 新建仓 |
| PTGX | Protagonist Therapeutics Inc | $8,961.25万 | 0.52% | 731,053 | 10,125 | 1.4% | $124.11万 | 加仓 |
| DOCN | DigitalOcean Holdings Inc | $9,059.94万 | 0.53% | 576,956 | 52,772 | 10.1% | $828.68万 | 加仓 |
| GKOS | Glaukos Corp | $9,092.38万 | 0.53% | 650,571 | 162,659 | 33.3% | $2,273.32万 | 加仓 |
| AXSM | Axsome Therapeutics Inc | $9,117.05万 | 0.53% | 372,474 | 80,104 | 27.4% | $1,960.71万 | 加仓 |
| IMNM | Immunome Inc | $9,209.47万 | 0.53% | 4,346,139 | 246,238 | 6.0% | $521.78万 | 加仓 |
| IMAX | IMAX Corp | $9,329.13万 | 0.54% | 2,340,475 | 688,764 | 41.7% | $2,745.41万 | 加仓 |
| ALAB | Astera Labs Inc | $9,400.49万 | 0.54% | 194,619 | 191,910 | 7,084.2% | $9,269.64万 | 重新持有 |
| SUPN | Indivior Pharmaceuticals Inc | $9,433.02万 | 0.55% | 2,299,054 | 419,015 | 22.3% | $1,719.22万 | 加仓 |
| MTSI | MACOM Technology Solutions Hol | $9,551.36万 | 0.55% | 251,107 | -85,706 | -25.4% | -$3,260.00万 | 减仓 |
| COCO | Vita Coco Co Inc/The | $9,942.01万 | 0.58% | 1,503,177 | -20,470 | -1.3% | -$135.39万 | 减仓 |
| ESE | ESCO Technologies Inc | $1.01亿 | 0.58% | 287,995 | 102,290 | 55.1% | $3,580.56万 | 加仓 |
| COHR | Coherent Corp | $1.02亿 | 0.59% | 259,497 | -256,732 | -49.7% | -$1.01亿 | 减仓 |
| SNEX | StoneX Group Inc | $1.04亿 | 0.60% | 875,452 | 13,922 | 1.6% | $164.98万 | 加仓 |
| NTRA | Natera Inc | $1.04亿 | 0.60% | 383,872 | 99,534 | 35.0% | $2,701.85万 | 加仓 |
| TWST | Twist Bioscience Corp | $1.05亿 | 0.61% | 1,022,526 | 437,830 | 74.9% | $4,504.40万 | 加仓 |
| KYMR | Kymera Therapeutics Inc | $1.05亿 | 0.61% | 919,233 | -124,350 | -11.9% | -$1,425.92万 | 减仓 |
| SCCO | Southern Copper Corp | $1.07亿 | 0.62% | 611,241 | 287,526 | 88.8% | $5,010.43万 | 加仓 |
| UTI | Universal Technical Institute | $1.07亿 | 0.62% | 2,499,689 | 743,138 | 42.3% | $3,178.40万 | 加仓 |
| VALE | Vale SA | $1.09亿 | 0.63% | 7,236,306 | 3,568,359 | 97.3% | $5,366.81万 | 加仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $1.10亿 | 0.64% | 1,350,556 | 160,221 | 13.5% | $1,305.96万 | 加仓 |
| CDNS | Cadence Design Systems Inc | $1.10亿 | 0.64% | 293,693 | 293,693 | — | $1.10亿 | 新建仓 |