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 | |
|---|---|---|---|---|---|---|
151
Silicon Motion
SIMO
$4.02B
| $31.4M | 0.22% |
330,908
+243,257
|
|
||
152
Skyward Specialty Insurance
SKWD
$2.15B
| $31.2M | 0.22% |
656,743
-724,296
|
|
||
153
Hudbay
HBM
$8.85B
| $31.1M | 0.22% |
+2,053,547
|
|
||
154
Gildan
GIL
$11.6B
| $31.1M | 0.22% |
538,100
+137,600
|
|
||
155
Celsius Holdings
CELH
$11B
| $30.1M | 0.22% |
524,411
-47,843
|
|
||
156
Insulet
PODD
$16.7B
| $30.1M | 0.22% |
97,490
-21,945
|
|
||
157
Qfin Holdings
QFIN
$1.92B
| $30M | 0.21% |
+1,041,340
|
|
||
158
Evolv Technologies
EVLV
$887M
| $29M | 0.21% |
+3,842,967
|
|
||
159
Ligand Pharmaceuticals
LGND
$4.03B
| $28.8M | 0.21% |
162,801
+1,639
|
|
||
160
TKO Group
TKO
$15.8B
| $28.6M | 0.21% |
141,731
-12,293
|
|
||
161
Tapestry
TPR
$29.2B
| $28.5M | 0.2% |
252,106
+90,103
|
|
||
162
Piper Sandler
PIPR
$5.23B
| $28.3M | 0.2% |
+81,524
|
|
||
163
Alnylam Pharmaceuticals
ALNY
$42.5B
| $28M | 0.2% |
61,379
-18,335
|
|
||
164
Customers Bancorp
CUBI
$2.31B
| $27.9M | 0.2% |
+426,274
|
|
||
165
Wolverine World Wide
WWW
$1.35B
| $27.3M | 0.2% |
995,955
+165,498
|
|
||
166
Sea Limited
SE
$54.5B
| $27.3M | 0.2% |
152,902
-247,863
|
|
||
167
Teledyne Technologies
TDY
$30B
| $27.2M | 0.19% |
46,427
+22,452
|
|
||
168
Axsome Therapeutics
AXSM
$8.3B
| $27.1M | 0.19% |
223,408
+128
|
|
||
169
Guidewire Software
GWRE
$14.4B
| $27.1M | 0.19% |
117,936
-10,640
|
|
||
|
MBX
170
MBX Biosciences
MBX
$1.37B
| $26.9M | 0.19% |
1,539,639
-32,267
|
|
||
171
e.l.f. Beauty
ELF
$4.87B
| $26.7M | 0.19% |
201,528
+30,276
|
|
||
172
BlackSky Technology
BKSY
$854M
| $26.6M | 0.19% |
1,320,663
+435,742
|
|
||
173
Vita Coco
COCO
$2.95B
| $26.6M | 0.19% |
626,545
-201,243
|
|
||
174
Ceco Environmental
CECO
$1.87B
| $26.5M | 0.19% |
518,516
-91,532
|
|
||
175
Praxis Precision Medicines
PRAX
$8.65B
| $26.5M | 0.19% |
500,551
-30,437
|
|