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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TSMC | $4.70亿 | 2.72% | 984,500 | -280,390 | -22.2% | -$1.34亿 | 减仓 |
| DFTX | Definium Therapeutics Inc | $3.22亿 | 1.87% | 6,845,276 | 933,387 | 15.8% | $4,390.65万 | 加仓 |
| PRAX | Praxis Precision Medicines Inc | $3.21亿 | 1.86% | 959,048 | 9,823 | 1.0% | $328.86万 | 加仓 |
| XENE | Xenon Pharmaceuticals Inc | $2.67亿 | 1.55% | 4,418,557 | -73,096 | -1.6% | -$441.21万 | 减仓 |
| SIMO | Silicon Motion Technology Corp | $2.62亿 | 1.52% | 786,074 | 276,099 | 54.1% | $9,203.21万 | 加仓 |
| SYRE | Spyre Therapeutics Inc | $2.49亿 | 1.44% | 2,799,166 | 8,381 | 0.3% | $74.41万 | 加仓 |
| — | Crinetics Pharmaceuticals Inc | $2.42亿 | 1.40% | 6,463,551 | 67,629 | 1.1% | $253.07万 | 加仓 |
| — | Apogee Therapeutics Inc | $2.31亿 | 1.34% | 1,740,101 | -180,699 | -9.4% | -$2,398.42万 | 减仓 |
| GH | Guardant Health Inc | $2.30亿 | 1.33% | 1,533,985 | 9,703 | 0.6% | $145.57万 | 加仓 |
| PL | Planet Labs PBC | $2.23亿 | 1.29% | 6,721,154 | -1,197,539 | -15.1% | -$3,967.45万 | 减仓 |
| BAP | Credicorp Ltd | $2.17亿 | 1.26% | 557,228 | 106,498 | 23.6% | $4,148.95万 | 加仓 |
| EWTX | Edgewise Therapeutics Inc | $1.92亿 | 1.11% | 4,728,623 | 250,681 | 5.6% | $1,018.52万 | 加仓 |
| VICR | Vicor Corp | $1.89亿 | 1.09% | 496,507 | 307,044 | 162.1% | $1.17亿 | 加仓 |
| UCTT | Ultra Clean Holdings Inc | $1.87亿 | 1.08% | 1,309,202 | 246,826 | 23.2% | $3,519.49万 | 加仓 |
| CW | Curtiss-Wright Corp | $1.74亿 | 1.01% | 229,123 | 3,364 | 1.5% | $254.91万 | 加仓 |
| XMTR | Xometry Inc | $1.71亿 | 0.99% | 1,768,213 | 255,358 | 16.9% | $2,464.72万 | 加仓 |
| WULF | Terawulf Inc | $1.52亿 | 0.88% | 6,163,879 | 100,879 | 1.7% | $249.17万 | 加仓 |
| SEPN | Septerna Inc | $1.48亿 | 0.86% | 4,433,058 | 37,486 | 0.9% | $125.54万 | 加仓 |
| NXT | Nextpower Inc | $1.44亿 | 0.83% | 1,207,194 | 169,643 | 16.4% | $2,021.13万 | 加仓 |
| CECO | CECO Environmental Corp | $1.42亿 | 0.82% | 1,560,486 | 920,594 | 143.9% | $8,353.47万 | 加仓 |
| CRDO | Credo Technology Group Holding | $1.41亿 | 0.81% | 517,062 | 133,366 | 34.8% | $3,626.89万 | 重新持有 |
| CRS | Carpenter Technology Corp | $1.40亿 | 0.81% | 227,203 | -88,254 | -28.0% | -$5,443.86万 | 减仓 |
| IBN | ICICI Bank Ltd | $1.40亿 | 0.81% | 4,826,120 | 569,260 | 13.4% | $1,652.56万 | 加仓 |
| LASR | nLight Inc | $1.38亿 | 0.80% | 1,986,119 | 213,422 | 12.0% | $1,485.84万 | 加仓 |
| ONTO | Onto Innovation Inc | $1.34亿 | 0.78% | 354,650 | 34,116 | 10.6% | $1,291.12万 | 加仓 |
| RSI | Rush Street Interactive Inc | $1.29亿 | 0.75% | 4,341,612 | 1,725,453 | 66.0% | $5,131.50万 | 加仓 |
| SITM | SiTime Corp | $1.28亿 | 0.74% | 172,133 | -55,832 | -24.5% | -$4,162.61万 | 减仓 |
| SEI | Solaris Energy Infrastructure | $1.28亿 | 0.74% | 1,584,985 | -43,189 | -2.7% | -$347.50万 | 减仓 |
| DAVE | Dave Inc | $1.24亿 | 0.72% | 331,537 | 269,203 | 431.9% | $1.00亿 | 加仓 |
| SRRK | Scholar Rock Holding Corp | $1.21亿 | 0.70% | 2,205,618 | 285,385 | 14.9% | $1,569.62万 | 加仓 |
| STRL | Sterling Infrastructure Inc | $1.21亿 | 0.70% | 143,684 | -24,525 | -14.6% | -$2,058.53万 | 减仓 |
| BE | Bloom Energy Corp | $1.18亿 | 0.68% | 390,259 | -459,542 | -54.1% | -$1.39亿 | 减仓 |
| PTCT | PTC Therapeutics Inc | $1.17亿 | 0.68% | 1,440,107 | 424,335 | 41.8% | $3,461.30万 | 加仓 |
| LTH | Life Time Group Holdings Inc | $1.17亿 | 0.68% | 2,864,852 | 2,216,746 | 342.0% | $9,053.19万 | 加仓 |
| CDNL | Cardinal Infrastructure Group | $1.14亿 | 0.66% | 1,208,910 | 548,396 | 83.0% | $5,165.89万 | 加仓 |
| MOD | Modine Manufacturing Co | $1.13亿 | 0.65% | 422,646 | -72,088 | -14.6% | -$1,924.89万 | 减仓 |
| FMX | Fomento Economico Mexicano SAB | $1.12亿 | 0.65% | 877,127 | 73,874 | 9.2% | $944.85万 | 加仓 |
| NU | NU Holdings Ltd/Cayman Islands | $1.11亿 | 0.64% | 8,314,486 | 1,026,204 | 14.1% | $1,371.01万 | 加仓 |
| SAIA | Saia Inc | $1.10亿 | 0.64% | 262,043 | 4,080 | 1.6% | $171.83万 | 加仓 |
| CDNS | Cadence Design Systems Inc | $1.10亿 | 0.64% | 293,693 | 293,693 | — | $1.10亿 | 新建仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $1.10亿 | 0.64% | 1,350,556 | 160,221 | 13.5% | $1,305.96万 | 加仓 |
| VALE | Vale SA | $1.09亿 | 0.63% | 7,236,306 | 3,568,359 | 97.3% | $5,366.81万 | 加仓 |
| UTI | Universal Technical Institute | $1.07亿 | 0.62% | 2,499,689 | 743,138 | 42.3% | $3,178.40万 | 加仓 |
| SCCO | Southern Copper Corp | $1.07亿 | 0.62% | 611,241 | 287,526 | 88.8% | $5,010.43万 | 加仓 |
| KYMR | Kymera Therapeutics Inc | $1.05亿 | 0.61% | 919,233 | -124,350 | -11.9% | -$1,425.92万 | 减仓 |
| TWST | Twist Bioscience Corp | $1.05亿 | 0.61% | 1,022,526 | 437,830 | 74.9% | $4,504.40万 | 加仓 |
| NTRA | Natera Inc | $1.04亿 | 0.60% | 383,872 | 99,534 | 35.0% | $2,701.85万 | 加仓 |
| SNEX | StoneX Group Inc | $1.04亿 | 0.60% | 875,452 | 13,922 | 1.6% | $164.98万 | 加仓 |
| COHR | Coherent Corp | $1.02亿 | 0.59% | 259,497 | -256,732 | -49.7% | -$1.01亿 | 减仓 |
| ESE | ESCO Technologies Inc | $1.01亿 | 0.58% | 287,995 | 102,290 | 55.1% | $3,580.56万 | 加仓 |
| COCO | Vita Coco Co Inc/The | $9,942.01万 | 0.58% | 1,503,177 | -20,470 | -1.3% | -$135.39万 | 减仓 |
| MTSI | MACOM Technology Solutions Hol | $9,551.36万 | 0.55% | 251,107 | -85,706 | -25.4% | -$3,260.00万 | 减仓 |
| SUPN | Indivior Pharmaceuticals Inc | $9,433.02万 | 0.55% | 2,299,054 | 419,015 | 22.3% | $1,719.22万 | 加仓 |
| ALAB | Astera Labs Inc | $9,400.49万 | 0.54% | 194,619 | 191,910 | 7,084.2% | $9,269.64万 | 重新持有 |
| IMAX | IMAX Corp | $9,329.13万 | 0.54% | 2,340,475 | 688,764 | 41.7% | $2,745.41万 | 加仓 |
| IMNM | Immunome Inc | $9,209.47万 | 0.53% | 4,346,139 | 246,238 | 6.0% | $521.78万 | 加仓 |
| AXSM | Axsome Therapeutics Inc | $9,117.05万 | 0.53% | 372,474 | 80,104 | 27.4% | $1,960.71万 | 加仓 |
| GKOS | Glaukos Corp | $9,092.38万 | 0.53% | 650,571 | 162,659 | 33.3% | $2,273.32万 | 加仓 |
| DOCN | DigitalOcean Holdings Inc | $9,059.94万 | 0.53% | 576,956 | 52,772 | 10.1% | $828.68万 | 加仓 |
| PTGX | Protagonist Therapeutics Inc | $8,961.25万 | 0.52% | 731,053 | 10,125 | 1.4% | $124.11万 | 加仓 |
| BAND | Bandwidth Inc | $8,791.73万 | 0.51% | 1,388,899 | 1,388,899 | — | $8,791.73万 | 新建仓 |
| DY | Dycom Industries Inc | $8,720.72万 | 0.51% | 172,486 | 35,143 | 25.6% | $1,776.79万 | 加仓 |
| CIFR | Cipher Mining Inc | $8,693.39万 | 0.50% | 3,548,322 | 1,638,645 | 85.8% | $4,014.68万 | 重新持有 |
| ULS | UL Solutions Inc | $8,386.66万 | 0.49% | 823,352 | 12,737 | 1.6% | $129.74万 | 加仓 |
| GPCR | Structure Therapeutics Inc | $8,336.13万 | 0.48% | 1,553,219 | -24,137 | -1.5% | -$129.54万 | 减仓 |
| TVTX | Travere Therapeutics Inc | $8,175.72万 | 0.47% | 1,439,134 | 156,616 | 12.2% | $889.74万 | 加仓 |
| SEZL | Sezzle Inc | $8,170.03万 | 0.47% | 476,026 | 476,026 | — | $8,170.03万 | 新建仓 |
| MWH | Solv Energy Inc | $8,097.27万 | 0.47% | 2,378,054 | 1,107,548 | 87.2% | $3,771.20万 | 加仓 |
| VIST | Vista Energy SAB de CV | $8,035.51万 | 0.47% | 1,259,484 | 7,898 | 0.6% | $50.39万 | 加仓 |
| EOSE | Eos Energy Enterprises Inc | $7,970.93万 | 0.46% | 13,556,010 | -1,313,160 | -8.8% | -$772.14万 | 减仓 |
| BROS | Dutch Bros Inc | $7,970.72万 | 0.46% | 1,109,974 | 319,523 | 40.4% | $2,294.49万 | 重新持有 |
| WT | WisdomTree Inc | $7,966.38万 | 0.46% | 4,702,705 | 3,058,463 | 186.0% | $5,181.04万 | 加仓 |
| FLYW | Flywire Corp | $7,918.67万 | 0.46% | 4,506,928 | 4,506,928 | — | $7,918.67万 | 新建仓 |
| KNX | Knight-Swift Transportation Ho | $7,896.88万 | 0.46% | 1,014,111 | 49,229 | 5.1% | $383.35万 | 加仓 |
| CAVA | Cava Group Inc | $7,820.50万 | 0.45% | 996,496 | 149,758 | 17.7% | $1,175.30万 | 加仓 |
| ROAD | Construction Partners Inc | $7,618.11万 | 0.44% | 641,417 | -153,047 | -19.3% | -$1,817.74万 | 减仓 |
| FTAI | FTAI Aviation Ltd | $7,526.36万 | 0.44% | 278,208 | -301,313 | -52.0% | -$8,151.42万 | 减仓 |
| FPS | Forgent Power Solutions Inc | $7,453.87万 | 0.43% | 1,334,384 | -49,739 | -3.6% | -$277.84万 | 减仓 |
| FROG | JFrog Ltd | $7,313.14万 | 0.42% | 804,703 | 804,703 | — | $7,313.14万 | 新建仓 |
| FLNC | Fluence Energy Inc | $7,109.02万 | 0.41% | 3,575,964 | 3,575,964 | — | $7,109.02万 | 新建仓 |
| LITE | Lumentum Holdings Inc | $7,101.99万 | 0.41% | 82,768 | -146,227 | -63.9% | -$1.25亿 | 减仓 |
| AEIS | Advanced Energy Industries Inc | $6,896.49万 | 0.40% | 184,957 | 7,939 | 4.5% | $296.02万 | 加仓 |
| MELI | MercadoLibre Inc | $6,812.47万 | 0.39% | 40,135 | 40,135 | — | $6,812.47万 | 新建仓 |
| SMTC | Semtech Corp | $6,791.76万 | 0.39% | 419,633 | -208,823 | -33.2% | -$3,379.80万 | 减仓 |
| ALM | Almonty Industries Inc | $6,688.89万 | 0.39% | 4,039,183 | -56,152 | -1.4% | -$92.99万 | 减仓 |
| ALKS | Alkermes PLC | $6,490.74万 | 0.38% | 1,238,809 | 446,846 | 56.4% | $2,341.25万 | 加仓 |
| CCJ | Cameco Corp | $6,457.99万 | 0.37% | 634,006 | -378,594 | -37.4% | -$3,856.36万 | 减仓 |
| TEX | Terex Corp | $6,442.54万 | 0.37% | 889,977 | 247,554 | 38.5% | $1,792.04万 | 加仓 |
| MP | MP Materials Corp | $6,431.62万 | 0.37% | 1,148,299 | 368,831 | 47.3% | $2,065.82万 | 加仓 |
| GTX | Garrett Motion Inc | $6,360.49万 | 0.37% | 1,755,586 | 530,530 | 43.3% | $1,922.11万 | 加仓 |
| OPLN | OPENLANE Inc | $6,248.73万 | 0.36% | 1,515,210 | 947,011 | 166.7% | $3,905.47万 | 加仓 |
| FIX | Comfort Systems USA Inc | $6,242.94万 | 0.36% | 31,499 | -9,606 | -23.4% | -$1,903.86万 | 减仓 |
| VCYT | Veracyte Inc | $6,142.14万 | 0.36% | 1,045,826 | 414,116 | 65.6% | $2,432.10万 | 重新持有 |
| ZWS | Zurn Elkay Water Solutions Cor | $6,041.92万 | 0.35% | 1,195,710 | 298,096 | 33.2% | $1,506.28万 | 加仓 |
| ECG | Everus Construction Group Inc | $5,983.23万 | 0.35% | 360,544 | -155,225 | -30.1% | -$2,575.96万 | 减仓 |
| FCFS | FirstCash Holdings Inc | $5,971.06万 | 0.35% | 276,029 | 52,503 | 23.5% | $1,135.74万 | 加仓 |
| MRCY | Mercury Systems Inc | $5,968.74万 | 0.35% | 487,921 | 193,293 | 65.6% | $2,364.55万 | 加仓 |
| TSEM | Tower Semiconductor Ltd | $5,867.37万 | 0.34% | 225,114 | -100,989 | -31.0% | -$2,632.18万 | 减仓 |
| MBX | MBX Biosciences Inc | $5,832.32万 | 0.34% | 1,056,579 | 38,367 | 3.8% | $211.79万 | 加仓 |
| BKU | BankUnited Inc | $5,755.99万 | 0.33% | 1,188,026 | 268,991 | 29.3% | $1,303.26万 | 加仓 |