DCM
Driehaus Capital Management Portfolio holdings
AUM
$14B
1-Year Est. Return
101.16%
1 Year Est. Return
+101.16%
AUM
$14B
AUM Growth
+$1.46B
(+12%)
Holding
531
Top Buys
| 1 | +$108M | |
| 2 | +$93M | |
| 3 | +$92M | |
| 4 |
Arrowhead Research
ARWR
|
+$72.4M |
| 5 |
Copa Holdings
CPA
|
+$68.6M |
Top Sells
| 1 | +$219M | |
| 2 | +$112M | |
| 3 | +$102M | |
| 4 |
TSMC
TSM
|
+$88.3M |
| 5 |
Kratos Defense & Security Solutions
KTOS
|
+$88.2M |
Sector Composition
| 1 | Industrials | 23.46% |
| 2 | Technology | 22.32% |
| 3 | Healthcare | 19.79% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Financials | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Installed Building Products
IBP
$7.29B
| $56.4M | 0.4% |
+228,621
|
|
||
77
Agnico Eagle Mines
AEM
$84.9B
| $56.2M | 0.4% |
333,700
+329,900
|
|
||
|
EMBJ
78
Embraer S.A. ADS
EMBJ
$11.9B
| $56.2M | 0.4% |
928,957
+142,108
|
|
||
79
VSE Corp
VSEC
$3.94B
| $56.1M | 0.4% |
337,693
-52,635
|
|
||
80
MP Materials
MP
$10.4B
| $55.6M | 0.4% |
+829,122
|
|
||
|
ECG
81
Everus Construction Group
ECG
$4.74B
| $55.6M | 0.4% |
+647,847
|
|
||
82
LendingClub
LC
$2.17B
| $55.4M | 0.4% |
3,648,498
-334,714
|
|
||
83
Madrigal Pharmaceuticals
MDGL
$13.2B
| $53.2M | 0.38% |
+115,974
|
|
||
84
Kymera Therapeutics
KYMR
$4.75B
| $53.2M | 0.38% |
939,094
+5,204
|
|
||
85
Federal Signal
FSS
$6.78B
| $52.9M | 0.38% |
444,585
+1,197
|
|
||
86
Visteon
VC
$2.77B
| $51.5M | 0.37% |
+429,512
|
|
||
87
SPX Corp
SPXC
$10.4B
| $51.4M | 0.37% |
275,376
+128,209
|
|
||
88
Quanta Services
PWR
$68B
| $50.7M | 0.36% |
122,297
-12,185
|
|
||
89
AST SpaceMobile
ASTS
$17.1B
| $50.3M | 0.36% |
1,025,758
+680,268
|
|
||
90
ESCO Technologies
ESE
$5.19B
| $49.5M | 0.35% |
234,292
-50,007
|
|
||
|
JBTM
91
JBT Marel
JBTM
$7.43B
| $48.3M | 0.35% |
343,750
-1,012
|
|
||
92
Robinhood
HOOD
$120B
| $48.1M | 0.34% |
336,042
-166,470
|
|
||
93
Coherent
COHR
$26.9B
| $47.3M | 0.34% |
438,852
-432,371
|
|
||
94
MACOM Technology Solutions
MTSI
$13.7B
| $46.7M | 0.33% |
374,890
+26,136
|
|
||
95
Grab
GRAB
$21.5B
| $46.4M | 0.33% |
7,700,582
+7,317,462
|
|
||
96
Life Time Group Holdings
LTH
$5.9B
| $46.2M | 0.33% |
1,675,467
-1,127,227
|
|
||
97
Mirion Technologies
MIR
$6.14B
| $46.2M | 0.33% |
1,987,869
-20,019
|
|
||
98
Wave Life Sciences
WVE
$1.19B
| $46.1M | 0.33% |
6,298,060
-233,459
|
|
||
99
Adaptive Biotechnologies
ADPT
$2.62B
| $45.2M | 0.32% |
3,019,940
+596,350
|
|
||
100
Porch Group
PRCH
$1B
| $44.9M | 0.32% |
2,678,509
-510,329
|
|