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 | |
|---|---|---|---|---|---|---|
101
Thor Industries
THO
$5.27B
| $44.6M | 0.32% |
+430,044
|
|
||
102
GeneDx Holdings
WGS
$4.64B
| $44.2M | 0.32% |
410,030
+106,575
|
|
||
|
HUT
103
Hut 8
HUT
$4.32B
| $44.1M | 0.32% |
+1,267,787
|
|
||
104
Corcept Therapeutics
CORT
$8.8B
| $43.8M | 0.31% |
526,602
+45,297
|
|
||
105
MYR Group
MYRG
$3.41B
| $43.5M | 0.31% |
208,874
+146,720
|
|
||
106
StoneX
SNEX
$4.88B
| $42.8M | 0.31% |
423,758
+296,334
|
|
||
107
Arlo Technologies
ARLO
$1.51B
| $42.1M | 0.3% |
2,485,483
+487,513
|
|
||
108
Rubrik
RBRK
$14.1B
| $42M | 0.3% |
510,935
+74,147
|
|
||
109
Dycom Industries
DY
$10.2B
| $41.9M | 0.3% |
143,704
+81,973
|
|
||
110
Comfort Systems
FIX
$33.5B
| $41.7M | 0.3% |
50,594
-3,743
|
|
||
111
ODDITY Tech
ODD
$2.55B
| $41.3M | 0.3% |
663,610
+120,451
|
|
||
112
Gulfport Energy Corp
GPOR
$4.2B
| $41.3M | 0.3% |
228,174
-244,964
|
|
||
113
Take-Two Interactive
TTWO
$45.3B
| $41.3M | 0.3% |
159,782
-13,809
|
|
||
114
BWX Technologies
BWXT
$16B
| $41.2M | 0.3% |
223,728
-22,299
|
|
||
115
Ouster
OUST
$1.43B
| $41.2M | 0.3% |
+1,523,469
|
|
||
116
Turning Point Brands
TPB
$1.86B
| $40M | 0.29% |
405,044
+164,413
|
|
||
117
Planet Fitness
PLNT
$9B
| $39.9M | 0.29% |
384,237
-175,261
|
|
||
118
SiteOne Landscape Supply
SITE
$5.97B
| $39.8M | 0.29% |
+308,956
|
|
||
|
USAR
119
USA Rare Earth Inc
USAR
$1.95B
| $39.6M | 0.28% |
+2,305,217
|
|
||
120
Gates Industrial
GTES
$5.73B
| $39.3M | 0.28% |
1,583,675
+1,202
|
|
||
121
LivaNova
LIVN
$3.46B
| $38.9M | 0.28% |
+743,442
|
|
||
122
Dutch Bros
BROS
$7.78B
| $38.9M | 0.28% |
743,789
-716,013
|
|
||
123
Coastal Financial
CCB
$1.66B
| $38.6M | 0.28% |
356,488
+140,776
|
|
||
|
SEI
124
Solaris Energy Infrastructure
SEI
$2.6B
| $38.4M | 0.28% |
961,547
-1,282,827
|
|
||
125
iRhythm Technologies
IRTC
$5.9B
| $37.6M | 0.27% |
218,423
+56,777
|
|