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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TSMC | $4.27亿 | 3.14% | 1,264,890 | -898,674 | -41.5% | -$3.04亿 | 减仓 |
| PRAX | Praxis Precision Medicines Inc | $3.06亿 | 2.25% | 949,225 | 16,164 | 1.7% | $520.79万 | 加仓 |
| XENE | Xenon Pharmaceuticals Inc | $2.61亿 | 1.92% | 4,491,653 | -47,038 | -1.0% | -$273.53万 | 减仓 |
| — | Crinetics Pharmaceuticals Inc | $2.32亿 | 1.71% | 6,395,922 | 8,182 | 0.1% | $29.72万 | 加仓 |
| PL | Planet Labs PBC | $2.21亿 | 1.63% | 7,918,693 | -592,927 | -7.0% | -$1,657.23万 | 减仓 |
| FN | Fabrinet | $2.04亿 | 1.50% | 391,081 | 150,103 | 62.3% | $7,828.17万 | 加仓 |
| — | Apogee Therapeutics Inc | $1.62亿 | 1.19% | 1,920,800 | -262,904 | -12.0% | -$2,212.86万 | 减仓 |
| LITE | Lumentum Holdings Inc | $1.61亿 | 1.18% | 228,995 | -112,053 | -32.9% | -$7,874.64万 | 减仓 |
| CW | Curtiss-Wright Corp | $1.54亿 | 1.13% | 225,759 | -3,944 | -1.7% | -$268.63万 | 减仓 |
| BAP | Credicorp Ltd | $1.53亿 | 1.12% | 450,730 | -21,314 | -4.5% | -$722.93万 | 减仓 |
| FTAI | FTAI Aviation Ltd | $1.42亿 | 1.04% | 579,521 | -121,004 | -17.3% | -$2,964.60万 | 减仓 |
| EWTX | Edgewise Therapeutics Inc | $1.41亿 | 1.04% | 4,477,942 | 286,749 | 6.8% | $903.26万 | 加仓 |
| GH | Guardant Health Inc | $1.41亿 | 1.03% | 1,524,282 | -618,911 | -28.9% | -$5,716.88万 | 减仓 |
| SYRE | Spyre Therapeutics Inc | $1.41亿 | 1.03% | 2,790,785 | -91,635 | -3.2% | -$462.21万 | 减仓 |
| IDCC | InterDigital Inc | $1.26亿 | 0.93% | 417,727 | 42,553 | 11.3% | $1,285.10万 | 加仓 |
| NXT | Nextpower Inc | $1.25亿 | 0.92% | 1,037,551 | 237,813 | 29.7% | $2,866.84万 | 加仓 |
| CRS | Carpenter Technology Corp | $1.24亿 | 0.91% | 315,457 | -87,839 | -21.8% | -$3,462.17万 | 减仓 |
| COHR | Coherent Corp | $1.23亿 | 0.90% | 516,229 | 68,284 | 15.2% | $1,626.59万 | 加仓 |
| BE | Bloom Energy Corp | $1.15亿 | 0.85% | 849,801 | 334,320 | 64.9% | $4,529.70万 | 加仓 |
| UEC | Uranium Energy Corp | $1.13亿 | 0.83% | 8,334,245 | -777,827 | -8.5% | -$1,050.07万 | 减仓 |
| DFTX | Definium Therapeutics Inc | $1.12亿 | 0.82% | 5,911,889 | -625,313 | -9.6% | -$1,181.84万 | 减仓 |
| IBN | ICICI Bank Ltd | $1.10亿 | 0.81% | 4,256,860 | 193,408 | 4.8% | $500.93万 | 加仓 |
| CCJ | Cameco Corp | $1.10亿 | 0.81% | 1,012,600 | -510,038 | -33.5% | -$5,539.52万 | 减仓 |
| MOD | Modine Manufacturing Co | $1.07亿 | 0.79% | 494,734 | 14,342 | 3.0% | $310.81万 | 加仓 |
| SEPN | Septerna Inc | $1.06亿 | 0.78% | 4,395,572 | -413,898 | -8.6% | -$994.60万 | 减仓 |
| NU | NU Holdings Ltd/Cayman Islands | $1.05亿 | 0.77% | 7,288,282 | -417,775 | -5.4% | -$600.34万 | 减仓 |
| LASR | nLight Inc | $1.01亿 | 0.74% | 1,772,697 | 1,040,150 | 142.0% | $5,930.94万 | 加仓 |
| VIST | Vista Energy SAB de CV | $9,445.72万 | 0.69% | 1,251,586 | 527,576 | 72.9% | $3,981.62万 | 加仓 |
| SRRK | Scholar Rock Holding Corp | $9,439.87万 | 0.69% | 1,920,233 | -32,644 | -1.7% | -$160.48万 | 减仓 |
| VSEC | VSE Corp | $9,388.65万 | 0.69% | 509,146 | -11,091 | -2.1% | -$204.52万 | 减仓 |
| SEI | Solaris Energy Infrastructure | $9,200.81万 | 0.68% | 1,628,174 | 400,453 | 32.6% | $2,262.96万 | 加仓 |
| SAIA | Saia Inc | $9,061.72万 | 0.67% | 257,963 | 111,478 | 76.1% | $3,916.00万 | 加仓 |
| EYE | National Vision Holdings Inc | $8,991.89万 | 0.66% | 3,471,774 | -135,037 | -3.7% | -$349.75万 | 减仓 |
| IMNM | Immunome Inc | $8,966.48万 | 0.66% | 4,099,901 | 393,927 | 10.6% | $861.52万 | 加仓 |
| YUMC | Yum China Holdings Inc | $8,933.01万 | 0.66% | 1,831,286 | 1,831,286 | — | $8,933.01万 | 新建仓 |
| FMX | Fomento Economico Mexicano SAB | $8,920.93万 | 0.66% | 803,253 | 130,405 | 19.4% | $1,448.28万 | 加仓 |
| ROAD | Construction Partners Inc | $8,828.08万 | 0.65% | 794,464 | 100,870 | 14.5% | $1,120.87万 | 加仓 |
| WULF | Terawulf Inc | $8,748.91万 | 0.64% | 6,063,000 | 198,805 | 3.4% | $286.88万 | 加仓 |
| KYMR | Kymera Therapeutics Inc | $8,692.00万 | 0.64% | 1,043,583 | -25,655 | -2.4% | -$213.68万 | 减仓 |
| BBIO | Bridgebio Pharma Inc | $8,515.18万 | 0.63% | 1,146,671 | -534,301 | -31.8% | -$3,967.72万 | 减仓 |
| SITM | SiTime Corp | $7,872.77万 | 0.58% | 227,965 | -184,908 | -44.8% | -$6,385.80万 | 减仓 |
| KRMN | Karman Holdings Inc | $7,823.71万 | 0.58% | 977,353 | -377,816 | -27.9% | -$3,024.42万 | 减仓 |
| GPCR | Structure Therapeutics Inc | $7,602.86万 | 0.56% | 1,577,356 | -65,088 | -4.0% | -$313.72万 | 减仓 |
| PTGX | Protagonist Therapeutics Inc | $7,598.58万 | 0.56% | 720,928 | -378,242 | -34.4% | -$3,986.67万 | 减仓 |
| MTDR | Matador Resources Co | $7,512.44万 | 0.55% | 1,189,054 | 1,189,054 | — | $7,512.44万 | 新建仓 |
| MTSI | MACOM Technology Solutions Hol | $7,479.61万 | 0.55% | 336,813 | -145,238 | -30.1% | -$3,225.30万 | 减仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $7,463.40万 | 0.55% | 1,190,335 | -579,005 | -32.7% | -$3,630.36万 | 减仓 |
| EOSE | Eos Energy Enterprises Inc | $7,375.11万 | 0.54% | 14,869,170 | 598,876 | 4.2% | $297.04万 | 加仓 |
| COCO | Vita Coco Co Inc/The | $7,299.79万 | 0.54% | 1,523,647 | 509,411 | 50.2% | $2,440.59万 | 加仓 |
| FTI | TechnipFMC PLC | $7,190.87万 | 0.53% | 1,040,195 | -344,802 | -24.9% | -$2,383.62万 | 减仓 |
| SQM | Sociedad Quimica y Minera de C | $7,014.20万 | 0.52% | 866,592 | 118,702 | 15.9% | $960.77万 | 加仓 |
| SNEX | StoneX Group Inc | $6,948.24万 | 0.51% | 861,530 | 377,697 | 78.1% | $3,046.12万 | 加仓 |
| ULS | UL Solutions Inc | $6,947.78万 | 0.51% | 810,615 | -6,966 | -0.9% | -$59.71万 | 减仓 |
| PTCT | PTC Therapeutics Inc | $6,920.45万 | 0.51% | 1,015,772 | -120,416 | -10.6% | -$820.39万 | 减仓 |
| STRL | Sterling Infrastructure Inc | $6,850.65万 | 0.50% | 168,209 | -26,330 | -13.5% | -$1,072.34万 | 减仓 |
| CAVA | Cava Group Inc | $6,850.11万 | 0.50% | 846,738 | 846,738 | — | $6,850.11万 | 新建仓 |
| CGON | CG oncology Inc | $6,765.45万 | 0.50% | 999,623 | 999,623 | — | $6,765.45万 | 新建仓 |
| MYRG | MYR Group Inc | $6,724.44万 | 0.49% | 238,185 | 9,530 | 4.2% | $269.05万 | 加仓 |
| UCTT | Ultra Clean Holdings Inc | $6,605.85万 | 0.49% | 1,062,376 | 608,746 | 134.2% | $3,785.18万 | 加仓 |
| ONTO | Onto Innovation Inc | $6,573.19万 | 0.48% | 320,534 | -28,480 | -8.2% | -$584.04万 | 减仓 |
| TARS | Tarsus Pharmaceuticals Inc | $6,496.77万 | 0.48% | 926,125 | -246,302 | -21.0% | -$1,727.81万 | 减仓 |
| AMPX | Amprius Technologies Inc | $6,396.98万 | 0.47% | 3,794,178 | 1,400,966 | 58.5% | $2,362.03万 | 加仓 |
| UTI | Universal Technical Institute | $6,341.15万 | 0.47% | 1,756,551 | 1,387,525 | 376.0% | $5,008.97万 | 加仓 |
| TDW | Tidewater Inc | $6,337.57万 | 0.47% | 758,536 | 610,510 | 412.4% | $5,100.81万 | 加仓 |
| IMAX | IMAX Corp | $6,278.15万 | 0.46% | 1,651,711 | 627,859 | 61.3% | $2,386.49万 | 加仓 |
| XMTR | Xometry Inc | $6,178.50万 | 0.45% | 1,512,855 | -473,010 | -23.8% | -$1,931.77万 | 减仓 |
| FIGS | Figs Inc | $6,165.38万 | 0.45% | 4,174,257 | 2,130,840 | 104.3% | $3,147.25万 | 加仓 |
| IAG | IAMGOLD Corp | $6,114.24万 | 0.45% | 3,250,240 | -24,197 | -0.7% | -$45.52万 | 减仓 |
| ECG | Everus Construction Group Inc | $6,089.17万 | 0.45% | 515,769 | -78,136 | -13.2% | -$922.47万 | 减仓 |
| ALM | Almonty Industries Inc | $5,930.05万 | 0.44% | 4,095,335 | 1,436,266 | 54.0% | $2,079.71万 | 加仓 |
| FLS | Flowserve Corp | $5,899.77万 | 0.43% | 802,581 | -175,008 | -17.9% | -$1,286.48万 | 减仓 |
| VALE | Vale SA | $5,835.70万 | 0.43% | 3,667,947 | -2,112,203 | -36.5% | -$3,360.51万 | 减仓 |
| MDGL | Madrigal Pharmaceuticals Inc | $5,808.42万 | 0.43% | 110,960 | -706 | -0.6% | -$36.96万 | 减仓 |
| MEOH | Methanex Corp | $5,799.72万 | 0.43% | 974,088 | 974,088 | — | $5,799.72万 | 新建仓 |
| SUPN | Indivior Pharmaceuticals Inc | $5,730.36万 | 0.42% | 1,880,039 | -120,300 | -6.0% | -$366.67万 | 减仓 |
| SIMO | Silicon Motion Technology Corp | $5,726.51万 | 0.42% | 509,975 | 190,351 | 59.6% | $2,137.45万 | 加仓 |
| TSEM | Tower Semiconductor Ltd | $5,722.46万 | 0.42% | 326,103 | 326,103 | — | $5,722.46万 | 新建仓 |
| AEIS | Advanced Energy Industries Inc | $5,712.55万 | 0.42% | 177,018 | 177,018 | — | $5,712.55万 | 新建仓 |
| RSI | Rush Street Interactive Inc | $5,690.15万 | 0.42% | 2,616,159 | -1,273,000 | -32.7% | -$2,768.77万 | 减仓 |
| NTRA | Natera Inc | $5,686.48万 | 0.42% | 284,338 | -341,574 | -54.6% | -$6,831.14万 | 减仓 |
| FIX | Comfort Systems USA Inc | $5,668.34万 | 0.42% | 41,105 | 623 | 1.5% | $85.91万 | 加仓 |
| SPXC | SPX Technologies Inc | $5,592.50万 | 0.41% | 279,709 | -150,055 | -34.9% | -$3,000.20万 | 减仓 |
| TPB | Turning Point Brands Inc | $5,578.26万 | 0.41% | 642,731 | 160,897 | 33.4% | $1,396.43万 | 加仓 |
| SCCO | Southern Copper Corp | $5,569.83万 | 0.41% | 323,715 | -162,678 | -33.4% | -$2,799.03万 | 减仓 |
| KNX | Knight-Swift Transportation Ho | $5,555.79万 | 0.41% | 964,882 | 964,882 | — | $5,555.79万 | 新建仓 |
| PWR | Quanta Services Inc | $5,521.66万 | 0.41% | 100,573 | -565 | -0.6% | -$31.02万 | 减仓 |
| TER | Teradyne Inc | $5,477.54万 | 0.40% | 184,765 | -36,289 | -16.4% | -$1,075.82万 | 减仓 |
| AAOI | Applied Optoelectronics Inc | $5,348.94万 | 0.39% | 632,337 | 124,864 | 24.6% | $1,056.22万 | 加仓 |
| ORA | Ormat Technologies Inc | $5,280.02万 | 0.39% | 471,767 | -2,003 | -0.4% | -$22.42万 | 减仓 |
| GKOS | Glaukos Corp | $5,252.86万 | 0.39% | 487,912 | 487,912 | — | $5,252.86万 | 新建仓 |
| ARQT | Arcutis Biotherapeutics Inc | $5,244.52万 | 0.39% | 2,226,029 | -336,416 | -13.1% | -$792.60万 | 减仓 |
| ESE | ESCO Technologies Inc | $5,225.18万 | 0.38% | 185,705 | -39,736 | -17.6% | -$1,118.05万 | 减仓 |
| ITUB | Itau Unibanco Holding SA | $5,213.67万 | 0.38% | 6,221,566 | -5,635,548 | -47.5% | -$4,722.59万 | 减仓 |
| TS | Tenaris SA | $5,168.40万 | 0.38% | 888,346 | 888,346 | — | $5,168.40万 | 新建仓 |
| LGN | Legence Corp | $5,163.64万 | 0.38% | 914,566 | 228,056 | 33.2% | $1,287.60万 | 加仓 |
| CAMT | Camtek Ltd/Israel | $5,035.70万 | 0.37% | 332,148 | 50,838 | 18.1% | $770.75万 | 加仓 |
| GGAL | Grupo Financiero Galicia SA | $4,984.93万 | 0.37% | 1,067,209 | -169,624 | -13.7% | -$792.31万 | 减仓 |
| AXSM | Axsome Therapeutics Inc | $4,941.64万 | 0.36% | 292,370 | 71,852 | 32.6% | $1,214.44万 | 加仓 |
| — | Nuvalent Inc | $4,929.69万 | 0.36% | 481,180 | -2,324 | -0.5% | -$23.81万 | 减仓 |
| SMTC | Semtech Corp | $4,832.20万 | 0.36% | 628,456 | -302,849 | -32.5% | -$2,328.61万 | 减仓 |