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 |
|---|---|---|---|---|---|---|---|---|
| AAMI | Acadian Asset Management Inc | $5,642.22万 | 0.33% | 788,901 | 788,901 | — | $5,642.22万 | 新建仓 |
| TS | Tenaris SA | $5,555.26万 | 0.32% | 1,001,129 | 112,783 | 12.7% | $625.83万 | 加仓 |
| TTMI | TTM Technologies Inc | $5,521.56万 | 0.32% | 295,239 | 5,198 | 1.8% | $97.21万 | 加仓 |
| MYRG | MYR Group Inc | $5,470.17万 | 0.32% | 109,316 | -128,869 | -54.1% | -$6,448.60万 | 减仓 |
| AMLX | Amylyx Pharmaceuticals Inc | $5,454.40万 | 0.32% | 3,036,970 | 49,823 | 1.7% | $89.48万 | 加仓 |
| ADPT | Adaptive Biotechnologies Corp | $5,421.92万 | 0.31% | 2,527,703 | 777,102 | 44.4% | $1,666.88万 | 加仓 |
| IDCC | InterDigital Inc | $5,375.85万 | 0.31% | 189,872 | -227,855 | -54.5% | -$6,451.26万 | 减仓 |
| FIGS | Figs Inc | $5,279.95万 | 0.31% | 5,161,238 | 986,981 | 23.6% | $1,009.68万 | 加仓 |
| SN | SharkNinja Inc | $5,277.40万 | 0.31% | 346,582 | 131,951 | 61.5% | $2,009.22万 | 加仓 |
| SAIL | SailPoint Inc | $5,233.06万 | 0.30% | 3,574,494 | 3,574,494 | — | $5,233.06万 | 新建仓 |
| ENPH | Enphase Energy Inc | $5,219.09万 | 0.30% | 1,059,929 | 1,059,929 | — | $5,219.09万 | 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 |
| PENG | Penguin Solutions Inc | $5,114.31万 | 0.30% | 672,847 | 672,847 | — | $5,114.31万 | 新建仓 |
| SPXC | SPX Technologies Inc | $5,034.54万 | 0.29% | 205,349 | -74,360 | -26.6% | -$1,823.08万 | 减仓 |
| CUBI | Customers Bancorp Inc | $5,020.37万 | 0.29% | 634,687 | 11,173 | 1.8% | $88.38万 | 加仓 |
| TER | Teradyne Inc | $5,007.02万 | 0.29% | 103,485 | -81,280 | -44.0% | -$3,932.65万 | 减仓 |
| TTI | TETRA Technologies Inc | $4,955.56万 | 0.29% | 4,373,843 | 782,817 | 21.8% | $886.93万 | 加仓 |
| KGS | Kodiak Gas Services Inc | $4,925.58万 | 0.29% | 655,608 | 655,608 | — | $4,925.58万 | 新建仓 |
| INVX | Innovex International Inc | $4,856.50万 | 0.28% | 1,958,268 | 421,959 | 27.5% | $1,046.46万 | 加仓 |
| ICHR | Ichor Holdings Ltd | $4,853.46万 | 0.28% | 432,264 | 133,997 | 44.9% | $1,504.52万 | 加仓 |
| FIVN | Five9 Inc | $4,830.90万 | 0.28% | 2,265,900 | 2,265,900 | — | $4,830.90万 | 新建仓 |
| LINC | Lincoln Educational Services C | $4,748.36万 | 0.28% | 951,576 | 274,653 | 40.6% | $1,370.52万 | 加仓 |
| 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 |
| ENVA | Enova International Inc | $4,694.09万 | 0.27% | 194,994 | 194,994 | — | $4,694.09万 | 新建仓 |
| FEIM | Frequency Electronics Inc | $4,685.68万 | 0.27% | 706,207 | 214,306 | 43.6% | $1,421.92万 | 加仓 |
| FSLY | Fastly Inc | $4,671.53万 | 0.27% | 2,544,406 | 1,706,078 | 203.5% | $3,132.36万 | 加仓 |
| ORA | Ormat Technologies Inc | $4,622.91万 | 0.27% | 424,510 | -47,257 | -10.0% | -$514.63万 | 减仓 |
| KNSA | Kiniksa Pharmaceuticals Intern | $4,592.88万 | 0.27% | 718,199 | 106,801 | 17.5% | $682.99万 | 加仓 |
| COHU | Cohu Inc | $4,562.63万 | 0.26% | 617,323 | 78,792 | 14.6% | $582.35万 | 加仓 |
| AFRM | Affirm Holdings Inc | $4,383.47万 | 0.25% | 537,519 | 320,267 | 147.4% | $2,611.78万 | 重新持有 |
| GGAL | Grupo Financiero Galicia SA | $4,303.14万 | 0.25% | 860,111 | -207,098 | -19.4% | -$1,036.11万 | 减仓 |
| BLZE | Backblaze Inc | $4,263.24万 | 0.25% | 2,688,044 | 2,688,044 | — | $4,263.24万 | 新建仓 |
| LIVN | LivaNova PLC | $4,243.78万 | 0.25% | 516,086 | -27,631 | -5.1% | -$227.21万 | 减仓 |
| MDGL | Madrigal Pharmaceuticals Inc | $4,193.26万 | 0.24% | 78,094 | -32,866 | -29.6% | -$1,764.74万 | 减仓 |
| LIND | Lindblad Expeditions Holdings | $4,143.58万 | 0.24% | 1,467,275 | 281,376 | 23.7% | $794.61万 | 加仓 |
| MTDR | Matador Resources Co | $4,125.01万 | 0.24% | 828,648 | -360,406 | -30.3% | -$1,794.10万 | 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 |
| ATI | ATI Inc | $4,042.99万 | 0.23% | 205,124 | -7,610 | -3.6% | -$149.99万 | 减仓 |
| TPR | Tapestry Inc | $4,041.33万 | 0.23% | 276,085 | 3,537 | 1.3% | $51.77万 | 加仓 |
| TDY | Teledyne Technologies Inc | $3,951.92万 | 0.23% | 59,258 | 7,213 | 13.9% | $481.03万 | 加仓 |
| RBRK | Rubrik Inc | $3,951.45万 | 0.23% | 492,208 | 492,208 | — | $3,951.45万 | 新建仓 |
| PSMT | PriceSmart Inc | $3,917.09万 | 0.23% | 200,527 | 25,681 | 14.7% | $501.65万 | 加仓 |
| DSGN | Design Therapeutics Inc | $3,850.63万 | 0.22% | 2,661,115 | 916,128 | 52.5% | $1,325.64万 | 加仓 |
| ECPG | Encore Capital Group Inc | $3,824.18万 | 0.22% | 409,924 | 409,924 | — | $3,824.18万 | 新建仓 |
| LGND | Ligand Pharmaceuticals Inc | $3,745.57万 | 0.22% | 118,497 | 328 | 0.3% | $10.37万 | 加仓 |
| TDW | Tidewater Inc | $3,720.30万 | 0.22% | 558,352 | -200,184 | -26.4% | -$1,333.83万 | 减仓 |
| CLDX | Celldex Therapeutics Inc | $3,681.71万 | 0.21% | 989,442 | 989,442 | — | $3,681.71万 | 新建仓 |
| FSS | Federal Signal Corp | $3,677.24万 | 0.21% | 286,189 | -53,253 | -15.7% | -$684.25万 | 减仓 |
| NEO | NeoGenomics Inc | $3,660.40万 | 0.21% | 2,508,845 | 787,095 | 45.7% | $1,148.37万 | 加仓 |
| FCEL | FuelCell Energy Inc | $3,653.89万 | 0.21% | 1,014,687 | 1,014,687 | — | $3,653.89万 | 新建仓 |
| GHM | Graham Corp | $3,629.92万 | 0.21% | 293,232 | -49,676 | -14.5% | -$614.94万 | 减仓 |
| VSXY | Victoria's Secret & Co | $3,624.48万 | 0.21% | 434,173 | -362,917 | -45.5% | -$3,029.63万 | 减仓 |
| AIT | Applied Industrial Technologie | $3,617.56万 | 0.21% | 106,981 | 45,546 | 74.1% | $1,540.14万 | 加仓 |
| RBC | RBC Bearings Inc | $3,606.67万 | 0.21% | 55,999 | -11,790 | -17.4% | -$759.35万 | 减仓 |
| LECO | Lincoln Electric Holdings Inc | $3,597.29万 | 0.21% | 135,486 | -8,117 | -5.7% | -$215.51万 | 减仓 |
| LPTH | LightPath Technologies Inc | $3,549.61万 | 0.21% | 2,171,013 | 6,305 | 0.3% | $10.31万 | 加仓 |
| LGN | Legence Corp | $3,480.64万 | 0.20% | 408,382 | -506,184 | -55.3% | -$4,314.21万 | 减仓 |
| PBF | PBF Energy Inc | $3,449.03万 | 0.20% | 757,695 | 45,723 | 6.4% | $208.13万 | 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 |
| COMP | Compass Inc | $3,380.31万 | 0.20% | 2,741,532 | 312,319 | 12.9% | $385.09万 | 加仓 |
| LEGN | Legend Biotech Corp | $3,346.64万 | 0.19% | 1,158,808 | 1,158,808 | — | $3,346.64万 | 新建仓 |
| LEA | Lear Corp | $3,337.37万 | 0.19% | 248,946 | 248,946 | — | $3,337.37万 | 新建仓 |
| HAPN | Happen Inc | $3,322.36万 | 0.19% | 1,601,909 | -407,767 | -20.3% | -$845.71万 | 减仓 |
| BW | Babcock & Wilcox Enterprises I | $3,295.47万 | 0.19% | 2,337,212 | -43,401 | -1.8% | -$61.20万 | 减仓 |
| AXGN | Axogen Inc | $3,266.71万 | 0.19% | 707,234 | 478,797 | 209.6% | $2,211.56万 | 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 |
| XPO | XPO Inc | $3,248.22万 | 0.19% | 158,226 | 60,312 | 61.6% | $1,238.15万 | 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 |
| PRCH | Porch Group Inc | $3,227.57万 | 0.19% | 2,145,989 | 1,385,365 | 182.1% | $2,083.59万 | 加仓 |
| CELC | Celcuity Inc | $3,178.98万 | 0.18% | 303,860 | 62,311 | 25.8% | $651.90万 | 加仓 |
| MEC | Mayville Engineering Co Inc | $3,170.44万 | 0.18% | 846,354 | 846,354 | — | $3,170.44万 | 新建仓 |
| WVE | WaVe Life Sciences Ltd | $3,162.47万 | 0.18% | 5,443,143 | 12,122 | 0.2% | $7.04万 | 加仓 |
| UEC | Uranium Energy Corp | $3,110.81万 | 0.18% | 2,918,212 | -5,416,033 | -65.0% | -$5,773.49万 | 减仓 |
| GNRC | Generac Holdings Inc | $3,084.61万 | 0.18% | 105,345 | 105,345 | — | $3,084.61万 | 新建仓 |
| INOD | Innodata Inc | $3,054.68万 | 0.18% | 404,165 | 197,348 | 95.4% | $1,491.56万 | 重新持有 |
| DRUG | Bright Minds Biosciences Inc | $3,042.31万 | 0.18% | 433,377 | 862 | 0.2% | $6.05万 | 加仓 |
| PWR | Quanta Services Inc | $3,031.44万 | 0.18% | 42,101 | -58,472 | -58.1% | -$4,210.22万 | 减仓 |
| PRLB | Proto Labs Inc | $3,017.10万 | 0.17% | 370,151 | 1,015 | 0.3% | $8.27万 | 加仓 |
| TWLO | Twilio Inc | $2,929.33万 | 0.17% | 141,973 | 141,973 | — | $2,929.33万 | 新建仓 |
| ARCB | ArcBest Corp | $2,907.96万 | 0.17% | 202,589 | -7,754 | -3.7% | -$111.30万 | 减仓 |
| ALNT | Allient Inc | $2,899.12万 | 0.17% | 281,659 | -92,299 | -24.7% | -$950.03万 | 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 |
| DNTH | Dianthus Therapeutics Inc | $2,878.25万 | 0.17% | 295,266 | -22,046 | -6.9% | -$214.90万 | 减仓 |
| PAAS | Pan American Silver Corp | $2,872.51万 | 0.17% | 641,329 | -211,856 | -24.8% | -$948.90万 | 减仓 |
| APEI | American Public Education Inc | $2,871.15万 | 0.17% | 534,665 | 2,370 | 0.4% | $12.73万 | 加仓 |
| MAZE | Maze Therapeutics Inc | $2,849.38万 | 0.17% | 954,886 | 318,724 | 50.1% | $951.07万 | 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 |
| TCMD | Tactile Systems Technology Inc | $2,792.72万 | 0.16% | 937,783 | 195,869 | 26.4% | $583.30万 | 加仓 |
| WWD | Woodward Inc | $2,753.92万 | 0.16% | 64,731 | -6,504 | -9.1% | -$276.71万 | 减仓 |
| LSCC | Lattice Semiconductor Corp | $2,733.26万 | 0.16% | 178,691 | 1,929 | 1.1% | $29.51万 | 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 |
| FTK | Flotek Industries Inc | $2,672.64万 | 0.15% | 1,136,326 | 167,669 | 17.3% | $394.36万 | 加仓 |
| HLIO | Helios Technologies Inc | $2,672.38万 | 0.15% | 299,426 | 101,458 | 51.2% | $905.51万 | 加仓 |
| VSEC | VSE Corp | $2,668.40万 | 0.15% | 116,779 | -392,367 | -77.1% | -$8,965.59万 | 减仓 |
| MAIR | Madison Air Solutions Corp | $2,649.67万 | 0.15% | 679,403 | 679,403 | — | $2,649.67万 | 新建仓 |
| Q | Qnity Electronics Inc | $2,629.13万 | 0.15% | 160,990 | 495 | 0.3% | $8.08万 | 加仓 |
| COAG | Hemab Therapeutics Holdings In | $2,629.10万 | 0.15% | 715,791 | 715,791 | — | $2,629.10万 | 新建仓 |
| BWA | BorgWarner Inc | $2,608.03万 | 0.15% | 392,776 | 392,776 | — | $2,608.03万 | 新建仓 |
| EXEL | Exelixis Inc | $2,602.55万 | 0.15% | 478,322 | 141,616 | 42.1% | $770.53万 | 加仓 |
| AMBQ | Ambiq Micro Inc | $2,551.68万 | 0.15% | 288,979 | -91,789 | -24.1% | -$810.50万 | 减仓 |