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 |
|---|---|---|---|---|---|---|---|---|
| SAIA | Saia Inc | $1.10亿 | 0.64% | 262,043 | 4,080 | 1.6% | $171.83万 | 加仓 |
| NU | NU Holdings Ltd/Cayman Islands | $1.11亿 | 0.64% | 8,314,486 | 1,026,204 | 14.1% | $1,371.01万 | 加仓 |
| FMX | Fomento Economico Mexicano SAB | $1.12亿 | 0.65% | 877,127 | 73,874 | 9.2% | $944.85万 | 加仓 |
| MOD | Modine Manufacturing Co | $1.13亿 | 0.65% | 422,646 | -72,088 | -14.6% | -$1,924.89万 | 减仓 |
| CDNL | Cardinal Infrastructure Group | $1.14亿 | 0.66% | 1,208,910 | 548,396 | 83.0% | $5,165.89万 | 加仓 |
| LTH | Life Time Group Holdings Inc | $1.17亿 | 0.68% | 2,864,852 | 2,216,746 | 342.0% | $9,053.19万 | 加仓 |
| PTCT | PTC Therapeutics Inc | $1.17亿 | 0.68% | 1,440,107 | 424,335 | 41.8% | $3,461.30万 | 加仓 |
| BE | Bloom Energy Corp | $1.18亿 | 0.68% | 390,259 | -459,542 | -54.1% | -$1.39亿 | 减仓 |
| STRL | Sterling Infrastructure Inc | $1.21亿 | 0.70% | 143,684 | -24,525 | -14.6% | -$2,058.53万 | 减仓 |
| SRRK | Scholar Rock Holding Corp | $1.21亿 | 0.70% | 2,205,618 | 285,385 | 14.9% | $1,569.62万 | 加仓 |
| DAVE | Dave Inc | $1.24亿 | 0.72% | 331,537 | 269,203 | 431.9% | $1.00亿 | 加仓 |
| SEI | Solaris Energy Infrastructure | $1.28亿 | 0.74% | 1,584,985 | -43,189 | -2.7% | -$347.50万 | 减仓 |
| SITM | SiTime Corp | $1.28亿 | 0.74% | 172,133 | -55,832 | -24.5% | -$4,162.61万 | 减仓 |
| RSI | Rush Street Interactive Inc | $1.29亿 | 0.75% | 4,341,612 | 1,725,453 | 66.0% | $5,131.50万 | 加仓 |
| ONTO | Onto Innovation Inc | $1.34亿 | 0.78% | 354,650 | 34,116 | 10.6% | $1,291.12万 | 加仓 |
| LASR | nLight Inc | $1.38亿 | 0.80% | 1,986,119 | 213,422 | 12.0% | $1,485.84万 | 加仓 |
| IBN | ICICI Bank Ltd | $1.40亿 | 0.81% | 4,826,120 | 569,260 | 13.4% | $1,652.56万 | 加仓 |
| CRS | Carpenter Technology Corp | $1.40亿 | 0.81% | 227,203 | -88,254 | -28.0% | -$5,443.86万 | 减仓 |
| CRDO | Credo Technology Group Holding | $1.41亿 | 0.81% | 517,062 | 133,366 | 34.8% | $3,626.89万 | 重新持有 |
| CECO | CECO Environmental Corp | $1.42亿 | 0.82% | 1,560,486 | 920,594 | 143.9% | $8,353.47万 | 加仓 |
| NXT | Nextpower Inc | $1.44亿 | 0.83% | 1,207,194 | 169,643 | 16.4% | $2,021.13万 | 加仓 |
| SEPN | Septerna Inc | $1.48亿 | 0.86% | 4,433,058 | 37,486 | 0.9% | $125.54万 | 加仓 |
| WULF | Terawulf Inc | $1.52亿 | 0.88% | 6,163,879 | 100,879 | 1.7% | $249.17万 | 加仓 |
| XMTR | Xometry Inc | $1.71亿 | 0.99% | 1,768,213 | 255,358 | 16.9% | $2,464.72万 | 加仓 |
| CW | Curtiss-Wright Corp | $1.74亿 | 1.01% | 229,123 | 3,364 | 1.5% | $254.91万 | 加仓 |
| UCTT | Ultra Clean Holdings Inc | $1.87亿 | 1.08% | 1,309,202 | 246,826 | 23.2% | $3,519.49万 | 加仓 |
| VICR | Vicor Corp | $1.89亿 | 1.09% | 496,507 | 307,044 | 162.1% | $1.17亿 | 加仓 |
| EWTX | Edgewise Therapeutics Inc | $1.92亿 | 1.11% | 4,728,623 | 250,681 | 5.6% | $1,018.52万 | 加仓 |
| BAP | Credicorp Ltd | $2.17亿 | 1.26% | 557,228 | 106,498 | 23.6% | $4,148.95万 | 加仓 |
| PL | Planet Labs PBC | $2.23亿 | 1.29% | 6,721,154 | -1,197,539 | -15.1% | -$3,967.45万 | 减仓 |
| GH | Guardant Health Inc | $2.30亿 | 1.33% | 1,533,985 | 9,703 | 0.6% | $145.57万 | 加仓 |
| — | Apogee Therapeutics Inc | $2.31亿 | 1.34% | 1,740,101 | -180,699 | -9.4% | -$2,398.42万 | 减仓 |
| — | Crinetics Pharmaceuticals Inc | $2.42亿 | 1.40% | 6,463,551 | 67,629 | 1.1% | $253.07万 | 加仓 |
| SYRE | Spyre Therapeutics Inc | $2.49亿 | 1.44% | 2,799,166 | 8,381 | 0.3% | $74.41万 | 加仓 |
| SIMO | Silicon Motion Technology Corp | $2.62亿 | 1.52% | 786,074 | 276,099 | 54.1% | $9,203.21万 | 加仓 |
| XENE | Xenon Pharmaceuticals Inc | $2.67亿 | 1.55% | 4,418,557 | -73,096 | -1.6% | -$441.21万 | 减仓 |
| PRAX | Praxis Precision Medicines Inc | $3.21亿 | 1.86% | 959,048 | 9,823 | 1.0% | $328.86万 | 加仓 |
| DFTX | Definium Therapeutics Inc | $3.22亿 | 1.87% | 6,845,276 | 933,387 | 15.8% | $4,390.65万 | 加仓 |
| TSM | TSMC | $4.70亿 | 2.72% | 984,500 | -280,390 | -22.2% | -$1.34亿 | 减仓 |