DCM
Driehaus Capital Management Portfolio holdings
AUM
$14B
1-Year Est. Return
101.16%
1 Year Est. Return
+101.16%
AUM
$12.5B
AUM Growth
+$2.12B
(+20%)
Holding
522
Top Buys
| 1 | +$136M | |
| 2 | +$110M | |
| 3 | +$104M | |
| 4 |
StoneCo
STNE
|
+$100M |
| 5 |
Core Scientific
CORZ
|
+$98.1M |
Top Sells
| 1 | +$110M | |
| 2 | +$97.6M | |
| 3 | +$78.4M | |
| 4 |
Compass
COMP
|
+$71.9M |
| 5 |
EMBJ
Embraer S.A. ADS
EMBJ
|
+$71.8M |
Sector Composition
| 1 | Technology | 25.27% |
| 2 | Industrials | 19.57% |
| 3 | Healthcare | 18.74% |
| 4 | Financials | 10.53% |
| 5 | Consumer Discretionary | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Uranium Energy
UEC
$6.65B
| $71.9M | 0.57% |
10,566,677
+3,197,395
|
|
||
52
HCI Group
HCI
$2.21B
| $71.5M | 0.57% |
470,056
-34,028
|
|
||
53
The Mosaic Company
MOS
$7.49B
| $71.2M | 0.57% |
1,952,411
+1,690,802
|
|
||
54
Arm
ARM
$150B
| $70.8M | 0.57% |
437,769
+418,452
|
|
||
55
Full Truck Alliance
YMM
$12B
| $70.2M | 0.56% |
+5,947,088
|
|
||
56
Tencent Music
TME
$28.6B
| $67.1M | 0.54% |
+3,444,934
|
|
||
57
Magnite
MGNI
$2.1B
| $67.1M | 0.54% |
2,782,178
+372,739
|
|
||
58
FTAI Aviation
FTAI
$18.2B
| $67M | 0.54% |
582,025
-370,943
|
|
||
59
Sea Limited
SE
$79.3B
| $64.1M | 0.51% |
400,765
-236,779
|
|
||
60
Modine Manufacturing
MOD
$8.57B
| $64M | 0.51% |
649,794
+405,563
|
|
||
61
monday.com
MNDY
$8.09B
| $63.6M | 0.51% |
202,183
-25,723
|
|
||
|
SEI
62
Solaris Energy Infrastructure
SEI
$2.7B
| $63.5M | 0.51% |
2,244,374
+218,957
|
|
||
63
Rocket Lab Corp
RKLB
$26.2B
| $63.2M | 0.51% |
+1,766,780
|
|
||
64
Sprouts Farmers Market
SFM
$8.33B
| $62.3M | 0.5% |
378,383
-592,997
|
|
||
65
Alkami Technology
ALKT
$2.26B
| $61.6M | 0.49% |
2,044,303
+216,498
|
|
||
66
Grand Canyon Education
LOPE
$4.29B
| $61.4M | 0.49% |
324,928
+233,635
|
|
||
67
Planet Fitness
PLNT
$9.22B
| $61M | 0.49% |
559,498
+79,553
|
|
||
68
Boot Barn
BOOT
$6.16B
| $59.9M | 0.48% |
394,373
+112,836
|
|
||
69
Flowserve
FLS
$9.16B
| $59.5M | 0.48% |
1,136,637
-628,292
|
|
||
70
Loar Holdings
LOAR
$6.3B
| $57.8M | 0.46% |
670,439
+319,698
|
|
||
71
TechnipFMC
FTI
$18.6B
| $56.2M | 0.45% |
1,632,381
-117,687
|
|
||
72
Lam Research
LRCX
$199B
| $56M | 0.45% |
+575,535
|
|
||
73
Galicia Financial Group
GGAL
$8.04B
| $55.2M | 0.44% |
1,095,098
+467,041
|
|
||
74
ESCO Technologies
ESE
$5.06B
| $54.5M | 0.44% |
284,299
+71,983
|
|
||
75
PTC Therapeutics
PTCT
$6.2B
| $51.7M | 0.41% |
1,059,026
-453,619
|
|