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 |
|---|---|---|---|---|---|---|---|---|
| ASTS | AST SpaceMobile Inc | $2,038.22万 | 0.15% | 245,954 | -409 | -0.2% | -$3.39万 | 减仓 |
| DK | Delek US Holdings Inc | $2,025.43万 | 0.15% | 449,396 | 449,396 | — | $2,025.43万 | 新建仓 |
| DXPE | DXP Enterprises Inc/TX | $2,020.79万 | 0.15% | 144,621 | 18,295 | 14.5% | $255.64万 | 加仓 |
| NVMI | Nova Ltd | $1,976.54万 | 0.15% | 45,513 | 45,513 | — | $1,976.54万 | 新建仓 |
| ALNY | Alnylam Pharmaceuticals Inc | $1,972.71万 | 0.15% | 59,622 | -10,156 | -14.6% | -$336.03万 | 减仓 |
| USFD | US Foods Holding Corp | $1,942.02万 | 0.14% | 210,608 | 205,898 | 4,371.5% | $1,898.59万 | 重新持有 |
| TCMD | Tactile Systems Technology Inc | $1,938.62万 | 0.14% | 741,914 | 176,272 | 31.2% | $460.60万 | 加仓 |
| VISN | Vistance Networks Inc | $1,911.66万 | 0.14% | 1,050,360 | -36,944 | -3.4% | -$67.24万 | 减仓 |
| NPCE | NeuroPace Inc | $1,908.87万 | 0.14% | 1,451,611 | -59,678 | -3.9% | -$78.48万 | 减仓 |
| XPO | XPO Inc | $1,904.92万 | 0.14% | 97,914 | 97,914 | — | $1,904.92万 | 新建仓 |
| MAZE | Maze Therapeutics Inc | $1,898.94万 | 0.14% | 636,162 | 258,147 | 68.3% | $770.57万 | 加仓 |
| DSGN | Design Therapeutics Inc | $1,856.67万 | 0.14% | 1,744,987 | 565,170 | 47.9% | $601.34万 | 加仓 |
| Q | Qnity Electronics Inc | $1,851.79万 | 0.14% | 160,495 | 160,495 | — | $1,851.79万 | 新建仓 |
| SXI | Standex International Corp | $1,830.48万 | 0.13% | 71,823 | -14,755 | -17.0% | -$376.05万 | 减仓 |
| ULTA | Ulta Beauty Inc | $1,807.69万 | 0.13% | 34,583 | 10,886 | 45.9% | $569.02万 | 加仓 |
| IE | Ivanhoe Electric Inc / US | $1,802.35万 | 0.13% | 1,524,828 | -578,361 | -27.5% | -$683.62万 | 减仓 |
| COMP | Compass Inc | $1,775.75万 | 0.13% | 2,429,213 | -1,435,783 | -37.1% | -$1,049.56万 | 减仓 |
| ALB | Albemarle Corp | $1,753.49万 | 0.13% | 97,671 | 97,671 | — | $1,753.49万 | 新建仓 |
| LTH | Life Time Group Holdings Inc | $1,746.00万 | 0.13% | 648,106 | 159,779 | 32.7% | $430.44万 | 加仓 |
| ECVT | Ecovyst Inc | $1,743.98万 | 0.13% | 1,356,131 | 1,356,131 | — | $1,743.98万 | 新建仓 |
| INSM | Insmed Inc | $1,723.73万 | 0.13% | 105,414 | -203 | -0.2% | -$3.32万 | 减仓 |
| ALH | Alliance Laundry Holdings Inc | $1,702.57万 | 0.13% | 820,911 | -1,385,135 | -62.8% | -$2,872.77万 | 减仓 |
| MAMA | Mama's Creations Inc | $1,688.69万 | 0.12% | 1,100,838 | 392,380 | 55.4% | $601.91万 | 加仓 |
| WLDN | Willdan Group Inc | $1,683.59万 | 0.12% | 219,904 | 9,318 | 4.4% | $71.34万 | 加仓 |
| OPLN | OPENLANE Inc | $1,656.30万 | 0.12% | 568,199 | -19,921 | -3.4% | -$58.07万 | 减仓 |
| COHU | Cohu Inc | $1,648.98万 | 0.12% | 538,531 | 538,531 | — | $1,648.98万 | 新建仓 |
| FTK | Flotek Industries Inc | $1,643.81万 | 0.12% | 968,657 | 138,055 | 16.6% | $234.28万 | 加仓 |
| LSCC | Lattice Semiconductor Corp | $1,639.64万 | 0.12% | 176,762 | 176,762 | — | $1,639.64万 | 新建仓 |
| AIT | Applied Industrial Technologie | $1,629.99万 | 0.12% | 61,435 | 61,435 | — | $1,629.99万 | 新建仓 |
| REPX | Riley Exploration Permian Inc | $1,617.36万 | 0.12% | 443,719 | 443,719 | — | $1,617.36万 | 新建仓 |
| CHRW | CH Robinson Worldwide Inc | $1,564.96万 | 0.12% | 94,235 | -8,569 | -8.3% | -$142.31万 | 减仓 |
| OIS | Oil States International Inc | $1,545.88万 | 0.11% | 1,328,078 | 1,328,078 | — | $1,545.88万 | 新建仓 |
| MIAX | Miami International Holdings I | $1,543.95万 | 0.11% | 396,698 | -135,693 | -25.5% | -$528.12万 | 减仓 |
| ANDG | Andersen Group Inc | $1,523.76万 | 0.11% | 560,207 | -128,459 | -18.7% | -$349.41万 | 减仓 |
| RMBS | Rambus Inc | $1,496.52万 | 0.11% | 173,953 | -780,211 | -81.8% | -$6,712.16万 | 减仓 |
| CDE | Coeur Mining Inc | $1,494.98万 | 0.11% | 796,471 | -597,209 | -42.9% | -$1,120.96万 | 减仓 |
| IFS | Intercorp Financial Services I | $1,493.09万 | 0.11% | 297,428 | -14,675 | -4.7% | -$73.67万 | 减仓 |
| LCII | LCI Industries | $1,492.31万 | 0.11% | 121,346 | 2,275 | 1.9% | $27.98万 | 加仓 |
| RLMD | Relmada Therapeutics Inc | $1,483.91万 | 0.11% | 2,132,053 | 252,047 | 13.4% | $175.42万 | 加仓 |
| BURL | Burlington Stores Inc | $1,461.57万 | 0.11% | 44,919 | 44,919 | — | $1,461.57万 | 新建仓 |
| WMS | Advanced Drainage Systems Inc | $1,447.57万 | 0.11% | 105,562 | -27,115 | -20.4% | -$371.83万 | 减仓 |
| EXEL | Exelixis Inc | $1,444.13万 | 0.11% | 336,706 | -633 | -0.2% | -$2.71万 | 减仓 |
| GMED | Globus Medical Inc | $1,442.90万 | 0.11% | 167,468 | -294 | -0.2% | -$2.53万 | 减仓 |
| VG | Venture Global Inc | $1,417.13万 | 0.10% | 899,196 | 899,196 | — | $1,417.13万 | 新建仓 |
| ALGN | Align Technology Inc | $1,408.57万 | 0.10% | 82,166 | 82,166 | — | $1,408.57万 | 新建仓 |
| CF | CF Industries Holdings Inc | $1,408.52万 | 0.10% | 108,481 | 108,481 | — | $1,408.52万 | 新建仓 |
| ABCL | AbCellera Biologics Inc | $1,404.65万 | 0.10% | 4,024,779 | 252,780 | 6.7% | $88.22万 | 加仓 |
| ICHR | Ichor Holdings Ltd | $1,390.22万 | 0.10% | 298,267 | 298,267 | — | $1,390.22万 | 新建仓 |
| HAS | Hasbro Inc | $1,381.65万 | 0.10% | 147,612 | 147,612 | — | $1,381.65万 | 新建仓 |
| RKT | Rocket Cos Inc | $1,379.77万 | 0.10% | 968,262 | 968,262 | — | $1,379.77万 | 新建仓 |
| GFI | Gold Fields Ltd | $1,342.66万 | 0.10% | 295,739 | 120,270 | 68.5% | $546.03万 | 重新持有 |
| IPI | Intrepid Potash Inc | $1,342.50万 | 0.10% | 313,888 | 313,888 | — | $1,342.50万 | 新建仓 |
| LRMR | Larimar Therapeutics Inc | $1,320.48万 | 0.10% | 2,934,399 | 2,398,935 | 448.0% | $1,079.52万 | 加仓 |
| DLTR | Dollar Tree Inc | $1,303.37万 | 0.10% | 119,018 | -14,311 | -10.7% | -$156.72万 | 减仓 |
| HLIO | Helios Technologies Inc | $1,281.05万 | 0.09% | 197,968 | -97,531 | -33.0% | -$631.12万 | 减仓 |
| NEO | NeoGenomics Inc | $1,277.54万 | 0.09% | 1,721,750 | -749,988 | -30.3% | -$556.49万 | 减仓 |
| INCY | Incyte Corp | $1,206.09万 | 0.09% | 128,144 | -240 | -0.2% | -$2.26万 | 减仓 |
| SII | Sprott Inc | $1,184.57万 | 0.09% | 83,100 | 83,100 | — | $1,184.57万 | 新建仓 |
| ALXO | ALX Oncology Holdings Inc | $1,149.79万 | 0.08% | 5,734,620 | 4,311,738 | 303.0% | $864.50万 | 加仓 |
| — | KalVista Pharmaceuticals Inc | $1,135.41万 | 0.08% | 564,039 | 564,039 | — | $1,135.41万 | 新建仓 |
| EZPW | EZCORP Inc | $1,126.64万 | 0.08% | 443,909 | 443,909 | — | $1,126.64万 | 新建仓 |
| CPS | Cooper-Standard Holdings Inc | $1,120.41万 | 0.08% | 402,013 | -35,254 | -8.1% | -$98.25万 | 减仓 |
| IVVD | Invivyd Inc | $1,096.80万 | 0.08% | 8,436,894 | -4,626,051 | -35.4% | -$601.39万 | 减仓 |
| ANRO | Alto Neuroscience Inc | $1,094.24万 | 0.08% | 486,726 | 149,964 | 44.5% | $337.14万 | 加仓 |
| DAVE | Dave Inc | $1,085.17万 | 0.08% | 62,334 | -195,103 | -75.8% | -$3,396.55万 | 减仓 |
| USAR | USA Rare Earth Inc | $1,053.00万 | 0.08% | 695,737 | -1,609,480 | -69.8% | -$2,435.95万 | 重新持有 |
| SGI | Somnigroup International Inc | $995.74万 | 0.07% | 134,705 | -325,820 | -70.7% | -$2,408.46万 | 减仓 |
| TATT | TAT Technologies Ltd | $987.27万 | 0.07% | 242,990 | -80,783 | -25.0% | -$328.22万 | 减仓 |
| HUT | Hut 8 Corp | $986.10万 | 0.07% | 210,212 | -7,412 | -3.4% | -$34.77万 | 减仓 |
| — | Guardian Metal Resources PLC | $970.58万 | 0.07% | 555,251 | 555,251 | — | $970.58万 | 新建仓 |
| AMBQ | Ambiq Micro Inc | $967.53万 | 0.07% | 380,768 | 380,768 | — | $967.53万 | 新建仓 |
| ANIP | ANI Pharmaceuticals Inc | $934.02万 | 0.07% | 121,459 | 45,279 | 59.4% | $348.20万 | 加仓 |
| JBIO | Jade Biosciences Inc | $892.87万 | 0.07% | 635,498 | -251,681 | -28.4% | -$353.61万 | 减仓 |
| KMTS | Kestra Medical Technologies Lt | $891.50万 | 0.07% | 447,315 | -15,746 | -3.4% | -$31.38万 | 减仓 |
| LEU | Centrus Energy Corp | $832.54万 | 0.06% | 47,960 | -196,384 | -80.4% | -$3,409.03万 | 减仓 |
| ELAN | Elanco Animal Health Inc | $823.60万 | 0.06% | 344,171 | 344,171 | — | $823.60万 | 新建仓 |
| — | Exzeo Group Inc | $777.15万 | 0.06% | 529,752 | -18,680 | -3.4% | -$27.40万 | 减仓 |
| RCAT | Red Cat Holdings Inc | $773.18万 | 0.06% | 590,663 | -1,035,567 | -63.7% | -$1,355.56万 | 重新持有 |
| AXGN | Axogen Inc | $756.81万 | 0.06% | 228,437 | 228,437 | — | $756.81万 | 新建仓 |
| IA | Innovative Solutions and Suppo | $714.66万 | 0.05% | 348,103 | 348,103 | — | $714.66万 | 新建仓 |
| QXO | QXO Inc | $706.46万 | 0.05% | 366,041 | -484,978 | -57.0% | -$936.01万 | 减仓 |
| AS | Amer Sports Inc | $679.80万 | 0.05% | 206,500 | 1,157 | 0.6% | $3.81万 | 加仓 |
| ESOA | Energy Services of America Cor | $645.80万 | 0.05% | 491,854 | 491,854 | — | $645.80万 | 新建仓 |
| TBBB | BBB Foods Inc | $602.00万 | 0.04% | 170,200 | -9,771 | -5.4% | -$34.56万 | 减仓 |
| — | American Resources Corp | $579.70万 | 0.04% | 2,395,461 | 2,395,461 | — | $579.70万 | 新建仓 |
| ARLO | Arlo Technologies Inc | $579.50万 | 0.04% | 407,237 | -1,544,632 | -79.1% | -$2,198.01万 | 减仓 |
| DTIL | Precision BioSciences Inc | $547.45万 | 0.04% | 995,371 | 207,671 | 26.4% | $114.22万 | 加仓 |
| PRCH | Porch Group Inc | $545.37万 | 0.04% | 760,624 | -1,708,592 | -69.2% | -$1,225.06万 | 减仓 |
| XERS | Xeris Biopharma Holdings Inc | $523.59万 | 0.04% | 902,740 | -2,077,827 | -69.7% | -$1,205.14万 | 减仓 |
| KRRO | Korro Bio, Inc | $509.45万 | 0.04% | 450,045 | -221,936 | -33.0% | -$251.23万 | 重新持有 |
| LYTS | LSI Industries Inc | $457.42万 | 0.03% | 245,924 | 245,924 | — | $457.42万 | 新建仓 |
| CLYM | Climb Bio Inc | $411.65万 | 0.03% | 600,946 | 0 | 0.0% | — | 不变 |
| TMDX | TransMedics Group Inc | $398.77万 | 0.03% | 40,114 | -671,927 | -94.4% | -$6,679.63万 | 减仓 |
| GOOGL | Alphabet Inc | $337.11万 | 0.02% | 11,723 | -2,293 | -16.4% | -$65.94万 | 减仓 |
| SION | Sionna Therapeutics Inc | $307.22万 | 0.02% | 76,633 | -7,217 | -8.6% | -$28.93万 | 减仓 |
| PGEN | Precigen Inc | $307.19万 | 0.02% | 793,773 | -2,807,901 | -78.0% | -$1,086.66万 | 减仓 |
| NVDA | NVIDIA Corp | $294.40万 | 0.02% | 16,881 | -2,408 | -12.5% | -$42.00万 | 减仓 |
| — | Palatin Technologies Inc | $290.41万 | 0.02% | 166,713 | 0 | 0.0% | — | 不变 |
| AKTS | Aktis Oncology Inc | $268.35万 | 0.02% | 150,000 | 150,000 | — | $268.35万 | 新建仓 |
| CPA | Copa Holdings SA | $227.14万 | 0.02% | 19,993 | -650,664 | -97.0% | -$7,392.19万 | 减仓 |