DCM
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Driehaus Capital Management’s Latham Group SWIM Stock Holding History

Driehaus Capital Management’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,045,782
Closed -$13M – 432
2025
Q4 		$13M Sell
2,045,782
-71,768
-3% -$502K 0.09% 260
2025
Q3 		$16.1M Buy
2,117,550
+663,509
+46% +$4.88M 0.12% 225
2025
Q2 		$9.28M Sell
1,454,041
-9,076
-0.6% -$52.7K 0.07% 262
2025
Q1 		$9.41M Sell
1,463,117
-5,410
-0.4% -$36.4K 0.09% 255
2024
Q4 		$10.2M Buy
+1,468,527
New +$9.82M 0.08% 252
2022
Q1 		– Sell
-788,542
Closed -$19.7M – 443
2021
Q4 		$19.7M Buy
+788,542
New +$15.6M 0.2% 151
2021
Q3 		– Sell
-328,572
Closed -$10.5M – 473
2021
Q2 		$10.5M Buy
+328,572
New +$9.6M 0.14% 214

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AAM
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KeyBank National Association
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Fidelity Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return