DCM
Driehaus Capital Management Portfolio holdings
AUM
$12.5B
1-Year Est. Return
79.21%
1 Year Est. Return
+79.21%
AUM
$10.4B
AUM Growth
-$1.74B
(-14%)
Holding
476
Top Buys
| 1 | +$82.3M | |
| 2 | +$80.3M | |
| 3 | +$73.4M | |
| 4 |
EXL Service
EXLS
|
+$57.7M |
| 5 |
BridgeBio Pharma
BBIO
|
+$51.9M |
Top Sells
| 1 | +$144M | |
| 2 | +$126M | |
| 3 | +$120M | |
| 4 |
Modine Manufacturing
MOD
|
+$91.8M |
| 5 |
Credo Technology Group
CRDO
|
+$89.4M |
Sector Composition
| 1 | Healthcare | 24.7% |
| 2 | Technology | 18.5% |
| 3 | Industrials | 15.28% |
| 4 | Consumer Discretionary | 11.87% |
| 5 | Financials | 11.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Pan American Silver
PAAS
$17.7B
| $55.6M | 0.54% |
2,151,187
+937,126
|
|
||
52
TechnipFMC
FTI
$14.7B
| $55.5M | 0.53% |
1,750,068
+62,633
|
|
||
53
monday.com
MNDY
$9.12B
| $55.4M | 0.53% |
227,906
-182,789
|
|
||
54
Trip.com Group
TCOM
$45.9B
| $52.9M | 0.51% |
831,282
-141,752
|
|
||
55
Merus
MRUS
$7.19B
| $52.8M | 0.51% |
1,254,149
-26,188
|
|
||
56
Transmedics
TMDX
$3.94B
| $52.4M | 0.51% |
778,754
+17,913
|
|
||
57
Petrobras
PBR
$74.5B
| $52.3M | 0.5% |
3,648,756
-751,468
|
|
||
|
58
BridgeBio Pharma
BBIO
$10.5B
| $51.9M | 0.5% |
+1,500,558
|
|
||
59
Wave Life Sciences
WVE
$1.25B
| $51.4M | 0.5% |
6,358,599
-353,850
|
|
||
60
KE Holdings
BEKE
$21.5B
| $51.2M | 0.49% |
2,549,683
-1,029,211
|
|
||
61
Travere Therapeutics
TVTX
$2.45B
| $49.6M | 0.48% |
2,767,693
+549,718
|
|
||
62
Paymentus
PAY
$3.63B
| $49.5M | 0.48% |
1,897,552
+1,145,557
|
|
||
|
ONC
63
BeOne Medicines Ltd
ONC
$34.9B
| $49.3M | 0.47% |
180,956
+171,170
|
|
||
64
Chart Industries
GTLS
$9B
| $49.1M | 0.47% |
340,198
+148,703
|
|
||
65
Sportradar
SRAD
$7.96B
| $48.6M | 0.47% |
+2,247,753
|
|
||
66
Alkami Technology
ALKT
$2.33B
| $48M | 0.46% |
1,827,805
-265,621
|
|
||
67
Cheesecake Factory
CAKE
$2.7B
| $47.7M | 0.46% |
+980,682
|
|
||
68
Grab
GRAB
$23.3B
| $47.6M | 0.46% |
10,514,256
-1,020,358
|
|
||
69
Planet Fitness
PLNT
$7.77B
| $46.4M | 0.45% |
+479,945
|
|
||
|
SEI
70
Solaris Energy Infrastructure
SEI
$2.51B
| $44.1M | 0.42% |
2,025,417
+1,489,616
|
|
||
71
Spyre Therapeutics
SYRE
$1.34B
| $43.8M | 0.42% |
2,717,312
-86,343
|
|
||
72
Antero Resources
AR
$9.51B
| $40.9M | 0.39% |
1,010,947
+154,942
|
|
||
73
GDS Holdings
GDS
$6.37B
| $40.5M | 0.39% |
1,598,807
-246,816
|
|
||
74
GeneDx Holdings
WGS
$3.4B
| $40.3M | 0.39% |
454,956
+130,038
|
|
||
75
LendingClub
LC
$1.79B
| $40.2M | 0.39% |
3,897,322
+308,523
|
|