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
$14B
AUM Growth
+$1.46B
(+12%)
Holding
531
Top Buys
| 1 | +$81.1M | |
| 2 | +$66.1M | |
| 3 | +$64.1M | |
| 4 |
Installed Building Products
IBP
|
+$54.3M |
| 5 |
MP Materials
MP
|
+$52.2M |
Top Sells
| 1 | +$195M | |
| 2 | +$85.7M | |
| 3 | +$82.3M | |
| 4 |
MRUS
Merus
MRUS
|
+$77.4M |
| 5 |
TSMC
TSM
|
+$77.3M |
Sector Composition
| 1 | Industrials | 23.46% |
| 2 | Technology | 22.28% |
| 3 | Healthcare | 19.79% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Financials | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Thor Industries
THO
$4.77B
| $44.6M | 0.32% |
+430,044
|
|
||
102
GeneDx Holdings
WGS
$2.4B
| $44.2M | 0.32% |
410,030
+106,575
|
|
||
|
HUT
103
Hut 8
HUT
$5.7B
| $44.1M | 0.32% |
+1,267,787
|
|
||
104
Corcept Therapeutics
CORT
$3.62B
| $43.8M | 0.31% |
526,602
+45,297
|
|
||
105
MYR Group
MYRG
$4.17B
| $43.5M | 0.31% |
208,874
+146,720
|
|
||
106
StoneX
SNEX
$6.27B
| $42.8M | 0.31% |
423,758
+296,334
|
|
||
107
Arlo Technologies
ARLO
$1.52B
| $42.1M | 0.3% |
2,485,483
+487,513
|
|
||
108
Rubrik
RBRK
$11.2B
| $42M | 0.3% |
510,935
+74,147
|
|
||
109
Dycom Industries
DY
$11.1B
| $41.9M | 0.3% |
143,704
+81,973
|
|
||
110
Comfort Systems
FIX
$47.4B
| $41.7M | 0.3% |
50,594
-3,743
|
|
||
111
ODDITY Tech
ODD
$800M
| $41.3M | 0.3% |
663,610
+120,451
|
|
||
112
Gulfport Energy Corp
GPOR
$3.91B
| $41.3M | 0.3% |
228,174
-244,964
|
|
||
113
Take-Two Interactive
TTWO
$39.4B
| $41.3M | 0.3% |
159,782
-13,809
|
|
||
114
BWX Technologies
BWXT
$17.9B
| $41.2M | 0.3% |
223,728
-22,299
|
|
||
115
Ouster
OUST
$1.27B
| $41.2M | 0.3% |
+1,523,469
|
|
||
116
Turning Point Brands
TPB
$1.76B
| $40M | 0.29% |
405,044
+164,413
|
|
||
117
Planet Fitness
PLNT
$6.37B
| $39.9M | 0.29% |
384,237
-175,261
|
|
||
118
SiteOne Landscape Supply
SITE
$6.01B
| $39.8M | 0.29% |
+308,956
|
|
||
|
USAR
119
USA Rare Earth Inc
USAR
$4.16B
| $39.6M | 0.28% |
+2,305,217
|
|
||
120
Gates Industrial
GTES
$6.46B
| $39.3M | 0.28% |
1,583,675
+1,202
|
|
||
121
LivaNova
LIVN
$3.54B
| $38.9M | 0.28% |
+743,442
|
|
||
122
Dutch Bros
BROS
$6.93B
| $38.9M | 0.28% |
743,789
-716,013
|
|
||
123
Coastal Financial
CCB
$1.2B
| $38.6M | 0.28% |
356,488
+140,776
|
|
||
|
SEI
124
Solaris Energy Infrastructure
SEI
$2.46B
| $38.4M | 0.28% |
961,547
-1,282,827
|
|
||
125
iRhythm Holdings
IRTC
$4.1B
| $37.6M | 0.27% |
218,423
+56,777
|
|