Driehaus Capital Management LLC
Chicago IL · SEC CIK 0000938206
$136.04亿2026Q1 申报市值
355持仓数
16.8%前十大占比 · 第一大 3.1%
81 / 125新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
YUMC 新建仓+$8,933.01万
FN 加仓+$7,828.17万
MTDR 新建仓+$7,512.44万
CAVA 新建仓+$6,850.11万
CGON 新建仓+$6,765.45万
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$3.04亿
HDB 清仓-$1.36亿
PI 清仓-$1.28亿
WFRD 清仓-$1.08亿
EMBJ 清仓-$1.02亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RIG | Transocean Ltd | $4,780.81万 | 0.35% | 7,210,869 | 7,210,869 | — | $4,780.81万 | 新建仓 |
| UAMY | United States Antimony Corp | $4,666.80万 | 0.34% | 5,345,710 | 4,052,162 | 313.3% | $3,537.54万 | 加仓 |
| PAAS | Pan American Silver Corp | $4,660.95万 | 0.34% | 853,185 | -335,747 | -28.2% | -$1,834.19万 | 减仓 |
| DY | Dycom Industries Inc | $4,653.46万 | 0.34% | 137,343 | -886 | -0.6% | -$30.02万 | 减仓 |
| ONC | BeOne Medicines Ltd | $4,603.09万 | 0.34% | 155,002 | 131,789 | 567.7% | $3,913.74万 | 加仓 |
| SITE | SiteOne Landscape Supply Inc | $4,589.89万 | 0.34% | 344,819 | 100,424 | 41.1% | $1,336.74万 | 加仓 |
| DOCN | DigitalOcean Holdings Inc | $4,496.45万 | 0.33% | 524,184 | 524,184 | — | $4,496.45万 | 新建仓 |
| TNL | Travel and Leisure Co | $4,421.00万 | 0.32% | 638,965 | -208,381 | -24.6% | -$1,441.79万 | 减仓 |
| TNDM | Tandem Diabetes Care Inc | $4,417.56万 | 0.32% | 2,304,414 | 694,072 | 43.1% | $1,330.54万 | 加仓 |
| NXE | NexGen Energy Ltd | $4,376.70万 | 0.32% | 3,773,019 | -332,091 | -8.1% | -$385.23万 | 减仓 |
| CR | Crane Co | $4,334.82万 | 0.32% | 253,498 | -252,170 | -49.9% | -$4,312.11万 | 减仓 |
| CUBI | Customers Bancorp Inc | $4,327.81万 | 0.32% | 623,514 | -142,693 | -18.6% | -$990.43万 | 减仓 |
| FCFS | FirstCash Holdings Inc | $4,202.29万 | 0.31% | 223,526 | 223,526 | — | $4,202.29万 | 新建仓 |
| AMLX | Amylyx Pharmaceuticals Inc | $4,152.13万 | 0.31% | 2,987,147 | -122,356 | -3.9% | -$170.07万 | 减仓 |
| BKU | BankUnited Inc | $4,150.36万 | 0.31% | 919,035 | 919,035 | — | $4,150.36万 | 新建仓 |
| FPS | Forgent Power Solutions Inc | $4,051.33万 | 0.30% | 1,384,123 | 1,384,123 | — | $4,051.33万 | 新建仓 |
| AXON | Axon Enterprise Inc | $4,036.98万 | 0.30% | 95,057 | -41,307 | -30.3% | -$1,754.27万 | 减仓 |
| ZWS | Zurn Elkay Water Solutions Cor | $4,024.90万 | 0.30% | 897,614 | 897,614 | — | $4,024.90万 | 新建仓 |
| MKTX | MarketAxess Holdings Inc | $3,947.25万 | 0.29% | 239,256 | 239,256 | — | $3,947.25万 | 新建仓 |
| WVE | WaVe Life Sciences Ltd | $3,937.49万 | 0.29% | 5,431,021 | -1,150,046 | -17.5% | -$833.78万 | 减仓 |
| TPR | Tapestry Inc | $3,845.92万 | 0.28% | 272,548 | 34,129 | 14.3% | $481.59万 | 加仓 |
| MWH | Solv Energy Inc | $3,815.33万 | 0.28% | 1,270,506 | 1,270,506 | — | $3,815.33万 | 新建仓 |
| CECO | CECO Environmental Corp | $3,812.48万 | 0.28% | 639,892 | 59,942 | 10.3% | $357.13万 | 加仓 |
| TVTX | Travere Therapeutics Inc | $3,810.36万 | 0.28% | 1,282,518 | 381,114 | 42.3% | $1,132.29万 | 加仓 |
| TEX | Terex Corp | $3,796.72万 | 0.28% | 642,423 | 642,423 | — | $3,796.72万 | 新建仓 |
| RYTM | Rhythm Pharmaceuticals Inc | $3,796.64万 | 0.28% | 436,546 | -848,676 | -66.0% | -$7,380.94万 | 减仓 |
| CHRD | Chord Energy Corp | $3,794.60万 | 0.28% | 266,887 | 266,887 | — | $3,794.60万 | 新建仓 |
| MP | MP Materials Corp | $3,761.71万 | 0.28% | 779,468 | 19,990 | 2.6% | $96.47万 | 加仓 |
| INVX | Innovex International Inc | $3,747.06万 | 0.28% | 1,536,309 | 1,536,309 | — | $3,747.06万 | 新建仓 |
| VSXY | Victoria's Secret & Co | $3,695.31万 | 0.27% | 797,090 | 195,497 | 32.5% | $906.32万 | 加仓 |
| RBC | RBC Bearings Inc | $3,681.76万 | 0.27% | 67,789 | -4,700 | -6.5% | -$255.27万 | 减仓 |
| FSS | Federal Signal Corp | $3,670.73万 | 0.27% | 339,442 | -2,182 | -0.6% | -$23.60万 | 减仓 |
| FIVE | Five Below Inc | $3,582.34万 | 0.26% | 156,790 | 24,122 | 18.2% | $551.14万 | 加仓 |
| LECO | Lincoln Electric Holdings Inc | $3,576.86万 | 0.26% | 143,603 | 39,202 | 37.5% | $976.44万 | 加仓 |
| BW | Babcock & Wilcox Enterprises I | $3,497.12万 | 0.26% | 2,380,613 | 105,457 | 4.6% | $154.92万 | 加仓 |
| CASY | Casey's General Stores Inc | $3,490.45万 | 0.26% | 47,955 | 6,722 | 16.3% | $489.27万 | 加仓 |
| LIVN | LivaNova PLC | $3,455.87万 | 0.25% | 543,717 | -1,368 | -0.3% | -$8.70万 | 减仓 |
| PBF | PBF Energy Inc | $3,390.41万 | 0.25% | 711,972 | 711,972 | — | $3,390.41万 | 新建仓 |
| MTZ | MasTec Inc | $3,346.16万 | 0.25% | 104,002 | -193 | -0.2% | -$6.21万 | 减仓 |
| DOO | BRP Inc | $3,201.02万 | 0.24% | 445,762 | -129,604 | -22.5% | -$930.69万 | 减仓 |
| DRUG | Bright Minds Biosciences Inc | $3,156.06万 | 0.23% | 432,515 | 162,874 | 60.4% | $1,188.49万 | 加仓 |
| TDY | Teledyne Technologies Inc | $3,148.77万 | 0.23% | 52,045 | 25,019 | 92.6% | $1,513.67万 | 加仓 |
| OSIS | OSI Systems Inc | $3,132.04万 | 0.23% | 117,963 | -117,805 | -50.0% | -$3,127.84万 | 减仓 |
| ATI | ATI Inc | $3,094.43万 | 0.23% | 212,734 | -377 | -0.2% | -$5.48万 | 减仓 |
| EAT | Brinker International Inc | $3,076.58万 | 0.23% | 215,492 | 215,492 | — | $3,076.58万 | 新建仓 |
| TTI | TETRA Technologies Inc | $3,059.55万 | 0.22% | 3,591,026 | -125,673 | -3.4% | -$107.07万 | 减仓 |
| PPTA | Perpetua Resources Corp | $3,053.84万 | 0.22% | 1,086,004 | 129,293 | 13.5% | $363.57万 | 加仓 |
| VICR | Vicor Corp | $3,050.35万 | 0.22% | 189,463 | 189,463 | — | $3,050.35万 | 新建仓 |
| MBX | MBX Biosciences Inc | $3,039.36万 | 0.22% | 1,018,212 | -389,947 | -27.7% | -$1,163.99万 | 减仓 |
| APEI | American Public Education Inc | $3,027.69万 | 0.22% | 532,295 | 73,441 | 16.0% | $417.73万 | 加仓 |
| KNSA | Kiniksa Pharmaceuticals Intern | $2,943.88万 | 0.22% | 611,398 | -21,429 | -3.4% | -$103.18万 | 减仓 |
| ASND | Ascendis Pharma A/S | $2,917.73万 | 0.21% | 127,562 | 127,562 | — | $2,917.73万 | 新建仓 |
| HAPN | LendingClub Corp | $2,877.86万 | 0.21% | 2,009,676 | -1,509,674 | -42.9% | -$2,161.85万 | 减仓 |
| AEM | Agnico Eagle Mines Ltd | $2,864.09万 | 0.21% | 141,100 | -68,100 | -32.6% | -$1,382.32万 | 减仓 |
| TTMI | TTM Technologies Inc | $2,825.58万 | 0.21% | 290,041 | 290,041 | — | $2,825.58万 | 新建仓 |
| BWXT | BWX Technologies Inc | $2,803.05万 | 0.21% | 137,075 | 6,696 | 5.1% | $136.93万 | 加仓 |
| ALKS | Alkermes PLC | $2,800.38万 | 0.21% | 791,963 | -5,005 | -0.6% | -$17.70万 | 减仓 |
| TWST | Twist Bioscience Corp | $2,778.48万 | 0.20% | 584,696 | 584,696 | — | $2,778.48万 | 新建仓 |
| PTEN | Patterson-UTI Energy Inc | $2,772.09万 | 0.20% | 2,559,637 | 2,559,637 | — | $2,772.09万 | 新建仓 |
| CELC | Celcuity Inc | $2,757.04万 | 0.20% | 241,549 | -8,506 | -3.4% | -$97.09万 | 减仓 |
| LINC | Lincoln Educational Services C | $2,753.72万 | 0.20% | 676,923 | 233,892 | 52.8% | $951.47万 | 加仓 |
| POWL | Powell Industries Inc | $2,724.77万 | 0.20% | 50,358 | 23,446 | 87.1% | $1,268.62万 | 加仓 |
| GHM | Graham Corp | $2,706.23万 | 0.20% | 342,908 | -12,004 | -3.4% | -$94.74万 | 减仓 |
| DNTH | Dianthus Therapeutics Inc | $2,662.88万 | 0.20% | 317,312 | 317,312 | — | $2,662.88万 | 新建仓 |
| PSMT | PriceSmart Inc | $2,631.43万 | 0.19% | 174,846 | -1,501 | -0.9% | -$22.59万 | 减仓 |
| CDNL | Cardinal Infrastructure Group | $2,619.27万 | 0.19% | 660,514 | 152,421 | 30.0% | $604.43万 | 加仓 |
| RKLB | Rocket Lab Corp | $2,589.84万 | 0.19% | 403,276 | 9,846 | 2.5% | $63.23万 | 加仓 |
| ALSN | Allison Transmission Holdings | $2,565.09万 | 0.19% | 219,126 | 76,007 | 53.1% | $889.74万 | 加仓 |
| WWD | Woodward Inc | $2,549.64万 | 0.19% | 71,235 | 394 | 0.6% | $14.10万 | 加仓 |
| GFF | Griffon Corp | $2,540.75万 | 0.19% | 349,580 | 349,580 | — | $2,540.75万 | 新建仓 |
| LBRT | Liberty Energy Inc | $2,505.99万 | 0.18% | 870,134 | 162,621 | 23.0% | $468.35万 | 加仓 |
| JBTM | JBT Marel Corp | $2,503.63万 | 0.18% | 195,795 | -91,509 | -31.9% | -$1,170.13万 | 减仓 |
| INDA | iShares MSCI India ETF | $2,488.32万 | 0.18% | 531,239 | 9,286 | 1.8% | $43.50万 | 加仓 |
| PATK | Patrick Industries Inc | $2,448.15万 | 0.18% | 220,415 | 220,415 | — | $2,448.15万 | 新建仓 |
| FSLY | Fastly Inc | $2,436.18万 | 0.18% | 838,328 | -546,639 | -39.5% | -$1,588.53万 | 减仓 |
| ADPT | Adaptive Biotechnologies Corp | $2,429.83万 | 0.18% | 1,750,601 | -1,009,786 | -36.6% | -$1,401.58万 | 减仓 |
| CACI | CACI International Inc | $2,396.62万 | 0.18% | 44,066 | -185 | -0.4% | -$10.06万 | 减仓 |
| WT | WisdomTree Inc | $2,394.02万 | 0.18% | 1,644,242 | 768,468 | 87.7% | $1,118.89万 | 加仓 |
| LGND | Ligand Pharmaceuticals Inc | $2,359.24万 | 0.17% | 118,169 | -4,157 | -3.4% | -$82.99万 | 减仓 |
| TKO | TKO Group Holdings Inc | $2,345.75万 | 0.17% | 116,328 | -42,519 | -26.8% | -$857.40万 | 减仓 |
| CAE | CAE Inc | $2,340.65万 | 0.17% | 899,900 | -307,500 | -25.5% | -$799.81万 | 减仓 |
| KTOS | Kratos Defense & Security Solu | $2,326.50万 | 0.17% | 329,953 | -39,747 | -10.8% | -$280.26万 | 减仓 |
| SN | SharkNinja Inc | $2,272.94万 | 0.17% | 214,631 | 45,986 | 27.3% | $486.99万 | 重新持有 |
| IBP | Installed Building Products In | $2,261.65万 | 0.17% | 85,297 | -121,982 | -58.8% | -$3,234.35万 | 减仓 |
| GTX | Garrett Motion Inc | $2,225.93万 | 0.16% | 1,225,056 | 1,225,056 | — | $2,225.93万 | 新建仓 |
| GWRE | Guidewire Software Inc | $2,223.75万 | 0.16% | 148,686 | 105,399 | 243.5% | $1,576.35万 | 加仓 |
| GRDN | Guardian Pharmacy Services Inc | $2,218.63万 | 0.16% | 589,121 | 82,646 | 16.3% | $311.24万 | 加仓 |
| ALNT | Allient Inc | $2,209.72万 | 0.16% | 373,958 | -13,189 | -3.4% | -$77.93万 | 减仓 |
| AXTI | AXT Inc | $2,191.23万 | 0.16% | 384,561 | 384,561 | — | $2,191.23万 | 新建仓 |
| ATRO | Astronics Corp | $2,178.54万 | 0.16% | 326,471 | -340,027 | -51.0% | -$2,269.00万 | 减仓 |
| FEIM | Frequency Electronics Inc | $2,177.15万 | 0.16% | 491,901 | 178,872 | 57.1% | $791.69万 | 加仓 |
| LPTH | LightPath Technologies Inc | $2,171.20万 | 0.16% | 2,164,708 | 322,608 | 17.5% | $323.58万 | 加仓 |
| VIK | Viking Holdings Ltd | $2,154.74万 | 0.16% | 293,242 | -548 | -0.2% | -$4.03万 | 减仓 |
| LMAT | LeMaitre Vascular Inc | $2,153.11万 | 0.16% | 197,225 | 197,225 | — | $2,153.11万 | 新建仓 |
| MRCY | Mercury Systems Inc | $2,148.13万 | 0.16% | 294,628 | -10,098 | -3.3% | -$73.62万 | 减仓 |
| REAL | RealReal Inc/The | $2,125.19万 | 0.16% | 2,340,520 | -2,413,920 | -50.8% | -$2,191.84万 | 减仓 |
| PRLB | Proto Labs Inc | $2,104.81万 | 0.15% | 369,136 | -13,019 | -3.4% | -$74.23万 | 减仓 |
| UUUU | Energy Fuels Inc/Canada | $2,082.25万 | 0.15% | 1,140,958 | -175,515 | -13.3% | -$320.31万 | 减仓 |
| ARCB | ArcBest Corp | $2,068.93万 | 0.15% | 210,343 | 210,343 | — | $2,068.93万 | 新建仓 |
| LIND | Lindblad Expeditions Holdings | $2,051.61万 | 0.15% | 1,185,899 | 617,993 | 108.8% | $1,069.13万 | 加仓 |