DCM
Driehaus Capital Management Portfolio holdings
AUM
$14B
1-Year Est. Return
101.16%
1 Year Est. Return
+101.16%
AUM
$12.5B
AUM Growth
+$2.12B
(+20%)
Holding
522
Top Buys
| 1 | +$136M | |
| 2 | +$110M | |
| 3 | +$104M | |
| 4 |
StoneCo
STNE
|
+$100M |
| 5 |
Core Scientific
CORZ
|
+$98.1M |
Top Sells
| 1 | +$110M | |
| 2 | +$97.6M | |
| 3 | +$78.4M | |
| 4 |
Compass
COMP
|
+$71.9M |
| 5 |
EMBJ
Embraer S.A. ADS
EMBJ
|
+$71.8M |
Sector Composition
| 1 | Technology | 25.27% |
| 2 | Industrials | 19.57% |
| 3 | Healthcare | 18.74% |
| 4 | Financials | 10.53% |
| 5 | Consumer Discretionary | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Soleno Therapeutics
SLNO
$2.76B
| $32.2M | 0.26% |
384,273
+136,536
|
|
||
127
Trip.com Group
TCOM
$46.9B
| $32M | 0.26% |
545,876
-285,406
|
|
||
|
VRNA
128
DELISTED
Verona Pharma
VRNA
| $32M | 0.26% |
+338,360
|
|
||
129
Cheesecake Factory
CAKE
$2.34B
| $31.8M | 0.25% |
507,614
-473,068
|
|
||
130
ESAB
ESAB
$6.72B
| $31.8M | 0.25% |
263,442
-49,132
|
|
||
131
Spyre Therapeutics
SYRE
$2.6B
| $31.2M | 0.25% |
2,085,590
-631,722
|
|
||
132
Core & Main
CNM
$9.58B
| $31M | 0.25% |
513,083
+30,955
|
|
||
133
American Superconductor
AMSC
$1.47B
| $30.8M | 0.25% |
839,847
+4
|
|
||
134
Penumbra
PEN
$11.8B
| $30.4M | 0.24% |
118,643
+42,365
|
|
||
135
Guidewire Software
GWRE
$17.9B
| $30.3M | 0.24% |
128,576
+14,470
|
|
||
136
Vita Coco
COCO
$3.11B
| $29.9M | 0.24% |
827,788
-149,503
|
|
||
|
MRX
137
Marex Group
MRX
$2.69B
| $29.7M | 0.24% |
+753,652
|
|
||
138
BrightView Holdings
BV
$1.19B
| $29.2M | 0.23% |
1,756,476
-10,996
|
|
||
139
Comfort Systems
FIX
$35.3B
| $29.1M | 0.23% |
+54,337
|
|
||
140
TG Therapeutics
TGTX
$4.88B
| $29.1M | 0.23% |
807,833
+33,177
|
|
||
141
Universal Technical Institute
UTI
$1.39B
| $28.8M | 0.23% |
848,676
+45,274
|
|
||
142
Adaptive Biotechnologies
ADPT
$2.25B
| $28.2M | 0.23% |
2,423,590
+271,255
|
|
||
143
TKO Group
TKO
$16B
| $28M | 0.22% |
154,024
+9,292
|
|
||
144
GeneDx Holdings
WGS
$4.59B
| $28M | 0.22% |
303,455
-151,501
|
|
||
145
Edgewise Therapeutics
EWTX
$2.5B
| $27.6M | 0.22% |
2,101,781
+726,039
|
|
||
146
Genius Sports
GENI
$2.59B
| $26.7M | 0.21% |
2,566,596
-320,988
|
|
||
147
Celsius Holdings
CELH
$10.8B
| $26.5M | 0.21% |
+572,254
|
|
||
148
Innodata
INOD
$1.84B
| $26.2M | 0.21% |
512,210
-55,656
|
|
||
149
Weatherford International
WFRD
$5.48B
| $26.1M | 0.21% |
+519,583
|
|
||
150
Alnylam Pharmaceuticals
ALNY
$60.5B
| $26M | 0.21% |
79,714
+22,586
|
|