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 | |
|---|---|---|---|---|---|---|
126
IAMGOLD
IAG
$8.65B
| $37.3M | 0.27% |
2,888,177
+653,738
|
|
||
|
WYFI
127
WhiteFiber Inc
WYFI
$743M
| $37.1M | 0.27% |
+1,366,227
|
|
||
128
MindMed
MNMD
$1.18B
| $36.7M | 0.26% |
3,109,911
+17,253
|
|
||
129
OSI Systems
OSIS
$4.64B
| $36.7M | 0.26% |
147,054
+44,341
|
|
||
130
CAE Inc
CAE
$8.74B
| $36.5M | 0.26% |
1,232,400
+603,600
|
|
||
131
Edgewise Therapeutics
EWTX
$2.47B
| $36.1M | 0.26% |
2,228,285
+126,504
|
|
||
132
Ascendis Pharma
ASND
$12.3B
| $35.6M | 0.26% |
179,168
-15,940
|
|
||
133
Argan
AGX
$4.85B
| $35.4M | 0.25% |
130,906
-29,918
|
|
||
134
Spyre Therapeutics
SYRE
$2.5B
| $34.5M | 0.25% |
2,060,375
-25,215
|
|
||
135
NexGen Energy
NXE
$6.09B
| $34.4M | 0.25% |
3,844,119
+484,055
|
|
||
136
Nextpower Inc
NXT
$12.9B
| $33.9M | 0.24% |
458,631
-1,926
|
|
||
137
RBC Bearings
RBC
$13.9B
| $33.7M | 0.24% |
86,325
+22,009
|
|
||
138
Travel + Leisure Co
TNL
$4.44B
| $33.1M | 0.24% |
+556,866
|
|
||
139
Magnite
MGNI
$2.07B
| $33M | 0.24% |
1,516,296
-1,265,882
|
|
||
140
NuScale Power
SMR
$5.7B
| $33M | 0.24% |
915,975
+534,145
|
|
||
141
Amylyx Pharmaceuticals
AMLX
$1.56B
| $32.9M | 0.24% |
2,420,767
+1,155,770
|
|
||
142
The RealReal
REAL
$1.65B
| $32.9M | 0.24% |
3,094,432
+1,425,006
|
|
||
143
Amprius Technologies
AMPX
$1.5B
| $32.5M | 0.23% |
+3,090,669
|
|
||
144
Korro Bio
KRRO
$56.9M
| $32.2M | 0.23% |
671,981
+91,122
|
|
||
145
Genius Sports
GENI
$2.7B
| $32.1M | 0.23% |
2,592,088
+25,492
|
|
||
146
Applied Digital
APLD
$8.18B
| $32.1M | 0.23% |
1,397,421
+349,672
|
|
||
147
Semtech
SMTC
$6.8B
| $31.9M | 0.23% |
+447,036
|
|
||
148
IES Holdings
IESC
$8.33B
| $31.8M | 0.23% |
+80,072
|
|
||
149
Varonis Systems
VRNS
$3.72B
| $31.7M | 0.23% |
+551,702
|
|
||
150
Ambarella
AMBA
$2.99B
| $31.5M | 0.23% |
+381,131
|
|