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 | |
|---|---|---|---|---|---|---|
201
Alphatec Holdings
ATEC
$2.64B
| $20.5M | 0.15% |
1,409,613
-44,143
|
|
||
|
ALM
202
Almonty Industries
ALM
$2.22B
| $20.4M | 0.15% |
+3,386,117
|
|
||
203
Agilysys
AGYS
$3.19B
| $20.4M | 0.15% |
193,760
+1,955
|
|
||
204
Laureate Education
LAUR
$5.1B
| $20.4M | 0.15% |
646,474
+8,636
|
|
||
205
Armstrong World Industries
AWI
$8.46B
| $20.3M | 0.15% |
+103,759
|
|
||
206
UL Solutions
ULS
$15.1B
| $19.8M | 0.14% |
280,052
-24,640
|
|
||
207
Coeur Mining
CDE
$14.5B
| $19M | 0.14% |
+1,012,411
|
|
||
208
Nuvalent
NUVL
$8.1B
| $18.7M | 0.13% |
216,556
+134
|
|
||
209
Jabil
JBL
$26.5B
| $18.5M | 0.13% |
+85,326
|
|
||
210
Casey's General Stores
CASY
$23.7B
| $18.4M | 0.13% |
32,559
+7,571
|
|
||
211
CACI
CACI
$14B
| $18.4M | 0.13% |
36,845
+5,184
|
|
||
212
Blue Bird Corp
BLBD
$1.55B
| $18.3M | 0.13% |
317,697
+84,573
|
|
||
213
Cipher Mining
CIFR
$7.43B
| $18.2M | 0.13% |
+1,443,311
|
|
||
214
Ultragenyx Pharmaceutical
RARE
$2.17B
| $18.2M | 0.13% |
603,397
-3,010
|
|
||
|
OPLN
215
Openlane
OPLN
$3.2B
| $17.5M | 0.13% |
608,495
+166,772
|
|
||
216
TopBuild
BLD
$13.9B
| $17.5M | 0.13% |
+44,782
|
|
||
217
United States Antimony
UAMY
$1.16B
| $17.5M | 0.13% |
+2,822,038
|
|
||
218
SharkNinja
SN
$17.9B
| $17.4M | 0.12% |
168,645
+35,669
|
|
||
219
Advanced Drainage Systems
WMS
$12.4B
| $17.3M | 0.12% |
+124,862
|
|
||
220
Generac Holdings
GNRC
$9.44B
| $17.1M | 0.12% |
+102,258
|
|
||
221
Mercury Systems
MRCY
$6.19B
| $17.1M | 0.12% |
221,012
+2,666
|
|
||
222
Travere Therapeutics
TVTX
$2.49B
| $16.9M | 0.12% |
+707,460
|
|
||
223
Red Cat Holdings
RCAT
$1.63B
| $16.8M | 0.12% |
+1,626,230
|
|
||
|
MRUS
224
DELISTED
Merus
MRUS
| $16.7M | 0.12% |
177,508
-1,188,736
|
|
||
225
Latham Group
SWIM
$778M
| $16.1M | 0.12% |
2,117,550
+663,509
|
|