DCM
Driehaus Capital Management Portfolio holdings
AUM
$14.7B
1-Year Est. Return
125.87%
This Fund
S&P 500
1 Year Est. Return
+125.87%
AUM
$14.7B
AUM Growth
+$761M
(+5.4%)
Holding
518
Top Buys
| 1 | +$111M | |
| 2 | +$93.9M | |
| 3 | +$80.5M | |
| 4 |
Fomento Económico Mexicano
FMX
|
+$65.4M |
| 5 |
Nu Holdings
NU
|
+$59.3M |
Top Sells
| 1 | +$138M | |
| 2 | +$120M | |
| 3 | +$84M | |
| 4 |
Ollie's Bargain Outlet
OLLI
|
+$76.8M |
| 5 |
Credo Technology Group
CRDO
|
+$75.9M |
Sector Composition
| 1 | Healthcare | 29.41% |
| 2 | Industrials | 21.4% |
| 3 | Technology | 18.25% |
| 4 | Consumer Discretionary | 9.17% |
| 5 | Financials | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Nuvalent
NUVL
$7.87B
| $48.6M | 0.33% |
483,504
+266,948
|
|
||
102
Dutch Bros
BROS
$6.93B
| $48.4M | 0.33% |
790,451
+46,662
|
|
||
103
Saia
SAIA
$10.6B
| $47.8M | 0.32% |
+146,485
|
|
||
104
iRhythm Holdings
IRTC
$4.1B
| $47.5M | 0.32% |
267,968
+49,545
|
|
||
105
Sea Limited
SE
$56.5B
| $47.4M | 0.32% |
371,261
+218,359
|
|
||
106
Celestica
CLS
$30.6B
| $47.2M | 0.32% |
159,795
-158,677
|
|
||
107
Dycom Industries
DY
$11.1B
| $46.7M | 0.32% |
138,229
-5,475
|
|
||
108
StoneX
SNEX
$6.27B
| $46M | 0.31% |
483,833
+60,075
|
|
||
|
ALH
109
Alliance Laundry Holdings
ALH
$4.33B
| $44.9M | 0.3% |
+2,206,046
|
|
||
110
Adaptive Biotechnologies
ADPT
$2.45B
| $44.8M | 0.3% |
2,760,387
-259,553
|
|
||
111
Bloom Energy
BE
$44.9B
| $44.8M | 0.3% |
515,481
-572,243
|
|
||
|
MBX
112
MBX Biosciences
MBX
$1.41B
| $44.4M | 0.3% |
1,408,159
-131,480
|
|
||
113
ESCO Technologies
ESE
$7.08B
| $44M | 0.3% |
225,441
-8,851
|
|
||
114
Thor Industries
THO
$4.77B
| $43.9M | 0.3% |
427,944
-2,100
|
|
||
115
Globant
GLOB
$2.34B
| $43.5M | 0.3% |
+665,035
|
|
||
|
JBTM
116
JBT Marel
JBTM
$7.94B
| $43.3M | 0.29% |
287,304
-56,446
|
|
||
117
Teradyne
TER
$47.8B
| $42.8M | 0.29% |
+221,054
|
|
||
118
Quanta Services
PWR
$82.2B
| $42.7M | 0.29% |
101,138
-21,159
|
|
||
|
SGI
119
Somnigroup International
SGI
$17.4B
| $41.1M | 0.28% |
460,525
+292,161
|
|
||
120
Compass
COMP
$6.95B
| $40.9M | 0.28% |
+3,864,996
|
|
||
|
DOO
121
Bombardier Recreational Products
DOO
$5.09B
| $40.7M | 0.28% |
+575,366
|
|
||
122
Robinhood
HOOD
$72.5B
| $40.4M | 0.27% |
357,488
+21,446
|
|
||
123
Axsome Therapeutics
AXSM
$8.26B
| $40.3M | 0.27% |
220,518
-2,890
|
|
||
124
Coastal Financial
CCB
$1.2B
| $39.5M | 0.27% |
344,364
-12,124
|
|
||
125
Hudbay
HBM
$9.14B
| $39.3M | 0.27% |
1,977,986
-75,561
|
|