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 |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO Group Holdings Inc | $2,496.83万 | 0.14% | 124,029 | 7,701 | 6.6% | $155.03万 | 加仓 |
| EVC | Entravision Communications Cor | $2,495.65万 | 0.14% | 1,913,845 | 1,913,845 | — | $2,495.65万 | 新建仓 |
| DXPE | DXP Enterprises Inc/TX | $2,448.23万 | 0.14% | 145,089 | 468 | 0.3% | $7.90万 | 加仓 |
| BURL | Burlington Stores Inc | $2,436.83万 | 0.14% | 76,920 | 32,001 | 71.2% | $1,013.79万 | 加仓 |
| CHRW | CH Robinson Worldwide Inc | $2,431.94万 | 0.14% | 129,125 | 34,890 | 37.0% | $657.12万 | 加仓 |
| VIK | Viking Holdings Ltd | $2,376.08万 | 0.14% | 227,007 | -66,235 | -22.6% | -$693.28万 | 减仓 |
| POWL | Powell Industries Inc | $2,367.80万 | 0.14% | 82,686 | -68,388 | -45.3% | -$1,958.36万 | 减仓 |
| CASY | Casey's General Stores Inc | $2,345.35万 | 0.14% | 29,509 | -18,446 | -38.5% | -$1,466.07万 | 减仓 |
| RKLB | Rocket Lab Corp | $2,327.15万 | 0.13% | 228,938 | -174,338 | -43.2% | -$1,772.15万 | 减仓 |
| WTTR | Select Water Solutions Inc | $2,321.62万 | 0.13% | 1,161,973 | 1,161,973 | — | $2,321.62万 | 新建仓 |
| ARQT | Arcutis Biotherapeutics Inc | $2,303.23万 | 0.13% | 878,426 | -1,347,603 | -60.5% | -$3,533.42万 | 减仓 |
| NPCE | NeuroPace Inc | $2,299.90万 | 0.13% | 1,447,391 | -4,220 | -0.3% | -$6.71万 | 减仓 |
| AEHR | Aehr Test Systems | $2,290.28万 | 0.13% | 238,422 | 238,422 | — | $2,290.28万 | 新建仓 |
| WYFI | Whitefiber Inc | $2,262.51万 | 0.13% | 582,371 | 582,371 | — | $2,262.51万 | 新建仓 |
| ABCL | AbCellera Biologics Inc | $2,248.81万 | 0.13% | 2,864,729 | -1,160,050 | -28.8% | -$910.64万 | 减仓 |
| TPB | Turning Point Brands Inc | $2,238.31万 | 0.13% | 263,920 | -378,811 | -58.9% | -$3,212.70万 | 减仓 |
| ARXS | Arxis Inc | $2,218.86万 | 0.13% | 480,898 | 480,898 | — | $2,218.86万 | 新建仓 |
| ALH | Alliance Laundry Holdings Inc | $2,201.80万 | 0.13% | 830,240 | 9,329 | 1.1% | $24.74万 | 加仓 |
| JBHT | JB Hunt Transport Services Inc | $2,146.73万 | 0.12% | 74,171 | 74,171 | — | $2,146.73万 | 新建仓 |
| EVR | Evercore Inc | $2,146.02万 | 0.12% | 62,852 | -23,933 | -27.6% | -$817.17万 | 重新持有 |
| GRDN | Guardian Pharmacy Services Inc | $2,136.04万 | 0.12% | 510,161 | -78,960 | -13.4% | -$330.61万 | 减仓 |
| MGM | MGM Resorts International | $2,127.82万 | 0.12% | 445,057 | 445,057 | — | $2,127.82万 | 新建仓 |
| RXO | RXO Inc | $2,120.44万 | 0.12% | 768,555 | 768,555 | — | $2,120.44万 | 新建仓 |
| ANDG | Andersen Group Inc | $2,120.29万 | 0.12% | 562,112 | 1,905 | 0.3% | $7.19万 | 加仓 |
| MIAX | Miami International Holdings I | $2,103.45万 | 0.12% | 566,052 | 169,354 | 42.7% | $629.32万 | 加仓 |
| CENX | Century Aluminum Co | $2,097.97万 | 0.12% | 455,982 | 455,982 | — | $2,097.97万 | 新建仓 |
| ATRO | Astronics Corp | $2,095.41万 | 0.12% | 257,865 | -68,606 | -21.0% | -$557.49万 | 减仓 |
| AAOI | Applied Optoelectronics Inc | $2,065.59万 | 0.12% | 139,416 | -492,921 | -78.0% | -$7,303.12万 | 减仓 |
| NVMI | Nova Ltd | $2,043.03万 | 0.12% | 37,629 | -7,884 | -17.3% | -$428.05万 | 减仓 |
| USAR | USA Rare Earth Inc | $2,033.47万 | 0.12% | 942,294 | 246,557 | 35.4% | $532.07万 | 加仓 |
| TARS | Tarsus Pharmaceuticals Inc | $1,998.82万 | 0.12% | 317,576 | -608,549 | -65.7% | -$3,830.21万 | 减仓 |
| LBRT | Liberty Energy Inc | $1,971.94万 | 0.11% | 752,938 | -117,196 | -13.5% | -$306.94万 | 减仓 |
| MTZ | MasTec Inc | $1,945.21万 | 0.11% | 46,753 | -57,249 | -55.0% | -$2,381.90万 | 减仓 |
| ALGN | Align Technology Inc | $1,943.89万 | 0.11% | 115,255 | 33,089 | 40.3% | $558.08万 | 加仓 |
| BJRI | BJ's Restaurants Inc | $1,924.42万 | 0.11% | 316,856 | 316,856 | — | $1,924.42万 | 新建仓 |
| RMBS | Rambus Inc | $1,923.07万 | 0.11% | 144,875 | -29,078 | -16.7% | -$385.98万 | 减仓 |
| OUST | Ouster Inc | $1,920.25万 | 0.11% | 307,142 | 307,142 | — | $1,920.25万 | 新建仓 |
| ASND | Ascendis Pharma A/S | $1,868.67万 | 0.11% | 70,061 | -57,501 | -45.1% | -$1,533.67万 | 减仓 |
| AMPX | Amprius Technologies Inc | $1,864.54万 | 0.11% | 1,345,269 | -2,448,909 | -64.5% | -$3,394.19万 | 减仓 |
| ARMK | Aramark | $1,815.55万 | 0.11% | 319,078 | 319,078 | — | $1,815.55万 | 新建仓 |
| RRX | Regal Rexnord Corp | $1,760.27万 | 0.10% | 73,902 | 73,902 | — | $1,760.27万 | 新建仓 |
| CR | Crane Co | $1,722.48万 | 0.10% | 77,217 | -176,281 | -69.5% | -$3,932.30万 | 减仓 |
| SION | Sionna Therapeutics Inc | $1,695.58万 | 0.10% | 385,447 | 308,814 | 403.0% | $1,358.47万 | 加仓 |
| APLD | Applied Digital Corp | $1,679.97万 | 0.10% | 450,395 | 129,024 | 40.1% | $481.26万 | 重新持有 |
| INCY | Incyte Corp | $1,679.44万 | 0.10% | 148,151 | 20,007 | 15.6% | $226.80万 | 加仓 |
| RVMD | Revolution Medicines Inc | $1,665.16万 | 0.10% | 88,913 | 88,913 | — | $1,665.16万 | 新建仓 |
| MEI | Methode Electronics Inc | $1,617.73万 | 0.09% | 852,786 | 852,786 | — | $1,617.73万 | 新建仓 |
| HUT | Hut 8 Corp | $1,612.94万 | 0.09% | 139,715 | -70,497 | -33.5% | -$813.85万 | 减仓 |
| ELAN | Elanco Animal Health Inc | $1,601.96万 | 0.09% | 650,940 | 306,769 | 89.1% | $754.96万 | 加仓 |
| AA | Alcoa Corp | $1,545.67万 | 0.09% | 296,446 | 296,446 | — | $1,545.67万 | 新建仓 |
| EZPW | EZCORP Inc | $1,544.53万 | 0.09% | 446,783 | 2,874 | 0.6% | $9.94万 | 加仓 |
| NXE | NexGen Energy Ltd | $1,538.68万 | 0.09% | 1,638,636 | -2,134,383 | -56.6% | -$2,004.19万 | 减仓 |
| INV | Innventure Inc | $1,514.64万 | 0.09% | 2,987,465 | 1,730,979 | 137.8% | $877.61万 | 重新持有 |
| RLMD | Relmada Therapeutics Inc | $1,475.38万 | 0.09% | 2,132,053 | 0 | 0.0% | — | 不变 |
| RYTM | Rhythm Pharmaceuticals Inc | $1,435.45万 | 0.08% | 129,285 | -307,261 | -70.4% | -$3,411.52万 | 减仓 |
| SEDG | SolarEdge Technologies Inc | $1,401.88万 | 0.08% | 239,883 | 239,883 | — | $1,401.88万 | 新建仓 |
| IFS | Intercorp Financial Services I | $1,396.84万 | 0.08% | 245,231 | -52,197 | -17.5% | -$297.31万 | 减仓 |
| ALSN | Allison Transmission Holdings | $1,388.88万 | 0.08% | 123,193 | -95,933 | -43.8% | -$1,081.55万 | 减仓 |
| REAL | RealReal Inc/The | $1,381.28万 | 0.08% | 1,171,568 | -1,168,952 | -49.9% | -$1,378.19万 | 减仓 |
| FIVE | Five Below Inc | $1,355.67万 | 0.08% | 75,403 | -81,387 | -51.9% | -$1,463.26万 | 减仓 |
| BWXT | BWX Technologies Inc | $1,324.22万 | 0.08% | 68,031 | -69,044 | -50.4% | -$1,343.94万 | 减仓 |
| PDS | Precision Drilling Corp | $1,287.79万 | 0.07% | 167,700 | 167,700 | — | $1,287.79万 | 新建仓 |
| ALNY | Alnylam Pharmaceuticals Inc | $1,286.78万 | 0.07% | 42,746 | -16,876 | -28.3% | -$508.02万 | 减仓 |
| ANRO | Alto Neuroscience Inc | $1,286.71万 | 0.07% | 487,576 | 850 | 0.2% | $2.24万 | 加仓 |
| INIO | Innio NV | $1,253.36万 | 0.07% | 316,905 | 316,905 | — | $1,253.36万 | 新建仓 |
| ALXO | ALX Oncology Holdings Inc | $1,247.22万 | 0.07% | 6,025,240 | 290,620 | 5.1% | $60.16万 | 加仓 |
| — | Guardian Metal Resources PLC | $1,204.90万 | 0.07% | 860,026 | 304,775 | 54.9% | $426.99万 | 加仓 |
| IAG | IAMGOLD Corp | $1,175.64万 | 0.07% | 740,800 | -2,509,440 | -77.2% | -$3,982.44万 | 减仓 |
| VOYG | Voyager Technologies Inc | $1,173.99万 | 0.07% | 364,029 | 364,029 | — | $1,173.99万 | 新建仓 |
| UAMY | United States Antimony Corp | $1,166.69万 | 0.07% | 1,607,017 | -3,738,693 | -69.9% | -$2,714.29万 | 减仓 |
| SYM | Symbotic Inc | $1,157.48万 | 0.07% | 257,504 | 257,504 | — | $1,157.48万 | 新建仓 |
| KMTS | Kestra Medical Technologies Lt | $1,141.26万 | 0.07% | 448,608 | 1,293 | 0.3% | $3.29万 | 加仓 |
| TBBB | BBB Foods Inc | $1,105.97万 | 0.06% | 265,412 | 95,212 | 55.9% | $396.75万 | 加仓 |
| CLYM | Climb Bio Inc | $1,030.16万 | 0.06% | 790,000 | 189,054 | 31.5% | $246.53万 | 加仓 |
| ONC | BeOne Medicines Ltd | $1,011.76万 | 0.06% | 35,504 | -119,498 | -77.1% | -$3,405.33万 | 减仓 |
| FN | Fabrinet | $1,010.11万 | 0.06% | 17,971 | -373,110 | -95.4% | -$2.10亿 | 减仓 |
| GFI | Gold Fields Ltd | $1,009.56万 | 0.06% | 300,555 | 4,816 | 1.6% | $16.18万 | 加仓 |
| ANIP | ANI Pharmaceuticals Inc | $1,008.69万 | 0.06% | 121,852 | 393 | 0.3% | $3.25万 | 加仓 |
| LRMR | Larimar Therapeutics Inc | $964.84万 | 0.06% | 3,163,423 | 229,024 | 7.8% | $69.85万 | 加仓 |
| CTRN | Citi Trends Inc | $945.25万 | 0.05% | 163,425 | 163,425 | — | $945.25万 | 新建仓 |
| — | Cue Biopharma Inc | $922.01万 | 0.05% | 292,144 | 292,144 | — | $922.01万 | 新建仓 |
| GRRR | Gorilla Technology Group Inc | $918.56万 | 0.05% | 462,051 | 462,051 | — | $918.56万 | 新建仓 |
| SII | Sprott Inc | $906.92万 | 0.05% | 80,500 | -2,600 | -3.1% | -$29.29万 | 减仓 |
| PRSU | Pursuit Attractions and Hospit | $800.68万 | 0.05% | 143,056 | 143,056 | — | $800.68万 | 新建仓 |
| MNPR | Monopar Therapeutics Inc | $778.13万 | 0.05% | 84,040 | 50,884 | 153.5% | $471.13万 | 加仓 |
| DTIL | Precision BioSciences Inc | $744.11万 | 0.04% | 946,707 | -48,664 | -4.9% | -$38.25万 | 减仓 |
| AS | Amer Sports Inc | $720.39万 | 0.04% | 212,880 | 6,380 | 3.1% | $21.59万 | 加仓 |
| SPIR | Spire Global Inc | $688.90万 | 0.04% | 370,379 | 370,379 | — | $688.90万 | 新建仓 |
| TSSI | TSS Inc/MD | $659.67万 | 0.04% | 536,314 | 536,314 | — | $659.67万 | 新建仓 |
| KRRO | Korro Bio Inc | $593.16万 | 0.03% | 450,045 | 0 | 0.0% | — | 不变 |
| SI | Shoulder Innovations Inc | $514.63万 | 0.03% | 253,760 | 253,760 | — | $514.63万 | 新建仓 |
| KARD | Kardigan Inc | $476.07万 | 0.03% | 199,612 | 199,612 | — | $476.07万 | 新建仓 |
| NGNE | Neurogene Inc | $451.40万 | 0.03% | 143,528 | 110,763 | 338.1% | $348.35万 | 加仓 |
| IPI | Intrepid Potash Inc | $426.07万 | 0.02% | 129,979 | -183,909 | -58.6% | -$602.85万 | 减仓 |
| IVVD | Invivyd Inc | $419.32万 | 0.02% | 4,806,543 | -3,630,351 | -43.0% | -$316.71万 | 减仓 |
| ASMB | Assembly Biosciences Inc | $412.20万 | 0.02% | 150,000 | 150,000 | — | $412.20万 | 新建仓 |
| GOOGL | Alphabet Inc | $367.13万 | 0.02% | 10,273 | -1,450 | -12.4% | -$51.82万 | 减仓 |
| PAM | Pampa Energia SA | $354.57万 | 0.02% | 43,172 | 21,919 | 103.1% | $180.02万 | 加仓 |
| NVDA | NVIDIA Corp | $317.20万 | 0.02% | 15,853 | -1,028 | -6.1% | -$20.57万 | 减仓 |
| AMZN | Amazon.com Inc | $315.54万 | 0.02% | 13,239 | 5,917 | 80.8% | $141.03万 | 加仓 |