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Driehaus资本管理 · 13F 持仓分析
期权收益计算器 机构排行

Driehaus资本管理

DRIEHAUS CAPITAL MANAGEMENT LLCNo.416 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$172.57亿
环比变动 Q1 2026
+$36.53亿+26.9%
持仓股票数
354
新买入
84
加仓
140
减仓
107
清仓
85
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
台积电TSM
2.72%3.14%$4.70亿98.5万股$4.27亿126.5万股-28.0万股-22.17%减仓
DDEFINIUM THERAPEUTICSDFTX
1.87%0.82%$3.22亿684.5万股$1.12亿591.2万股+93.3万股+15.79%加仓
PRAXIS PRECISION MEDICINES IPRAX
1.86%2.25%$3.21亿95.9万股$3.06亿94.9万股+9,823股+1.03%加仓
XENON PHARMACEUTICALSXENE
1.55%1.92%$2.67亿441.9万股$2.61亿449.2万股-7.3万股-1.63%减仓
SSILICON MOTION (SPADR REPR 4 SHS)SIMO
1.52%0.42%$2.62亿78.6万股$5,726.5万51.0万股+27.6万股+54.14%加仓
SSPYRE THERAPEUTICSSYRE
1.44%1.03%$2.49亿279.9万股$1.41亿279.1万股+8,381股+0.30%加仓
CCRINETICS PHARMACEUTICALS INCRNX
1.4%1.71%$2.42亿646.4万股$2.32亿639.6万股+6.8万股+1.06%加仓
APOGEE THERAPEUTICSAPGE
1.34%1.19%$2.31亿174.0万股$1.62亿192.1万股-18.1万股-9.41%减仓
Guardant HealthGH
1.33%1.03%$2.30亿153.4万股$1.41亿152.4万股+9,703股+0.64%加仓
PPLANET LABS PBC CLASS APL
1.29%1.63%$2.23亿672.1万股$2.21亿791.9万股-119.8万股-15.12%减仓
CREDICORPBAP
1.26%1.12%$2.17亿55.7万股$1.53亿45.1万股+10.6万股+23.63%加仓
EDGEWISE THERAPEUTICSEWTX
1.11%1.04%$1.92亿472.9万股$1.41亿447.8万股+25.1万股+5.60%加仓
VVICORVICR
1.09%0.22%$1.89亿49.7万股$3,050.4万18.9万股+30.7万股+162.06%加仓
UULTRA CLEANUCTT
1.08%0.49%$1.87亿130.9万股$6,605.9万106.2万股+24.7万股+23.23%加仓
柯蒂斯怀特CW
1.01%1.13%$1.74亿22.9万股$1.54亿22.6万股+3,364股+1.49%加仓
XOMETRYXMTR
0.99%0.45%$1.71亿176.8万股$6,178.5万151.3万股+25.5万股+16.88%加仓
TTERAWULF COMWULF
0.88%0.64%$1.52亿616.4万股$8,748.9万606.3万股+10.1万股+1.66%加仓
SSEPTERNASEPN
0.86%0.78%$1.48亿443.3万股$1.06亿439.6万股+3.7万股+0.85%加仓
NNextPowerNXT
0.83%0.92%$1.44亿120.7万股$1.25亿103.8万股+17.0万股+16.35%加仓
CCECO ENVIRONMENTALCECO
0.82%0.28%$1.42亿156.0万股$3,812.5万64.0万股+92.1万股+143.87%加仓
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
0.81%$1.41亿51.7万股$00股+51.7万股新买入
CCARPENTER TECHNOLOGYCRS
0.81%0.91%$1.40亿22.7万股$1.24亿31.5万股-8.8万股-27.98%减仓
ICICI BANK LIMITEDIBN
0.81%0.81%$1.40亿482.6万股$1.10亿425.7万股+56.9万股+13.37%加仓
NNLIGHTLASR
0.8%0.74%$1.38亿198.6万股$1.01亿177.3万股+21.3万股+12.04%加仓
OONTO INNOVATIONONTO
0.78%0.48%$1.34亿35.5万股$6,573.2万32.1万股+3.4万股+10.64%加仓
RRUSH STREET INTERACTIVERSI
0.75%0.42%$1.29亿434.2万股$5,690.1万261.6万股+172.5万股+65.95%加仓
SITIMESITM
0.74%0.58%$1.28亿17.2万股$7,872.8万22.8万股-5.6万股-24.49%减仓
SSOLARIS ENERGY INFRASSEI
0.74%0.68%$1.28亿158.5万股$9,200.8万162.8万股-4.3万股-2.65%减仓
DAVEDAVE
0.72%0.08%$1.24亿33.2万股$1,085.2万6.2万股+26.9万股+431.87%加仓
SCHOLAR ROCKSRRK
0.7%0.69%$1.21亿220.6万股$9,439.9万192.0万股+28.5万股+14.86%加仓
SSTERLING INFRASTRUCTURESTRL
0.7%0.5%$1.21亿14.4万股$6,850.6万16.8万股-2.5万股-14.58%减仓
Bloom EnergyBE
0.68%0.85%$1.18亿39.0万股$1.15亿85.0万股-46.0万股-54.08%减仓
PTC THERAPEUTICSPTCT
0.68%0.51%$1.17亿144.0万股$6,920.5万101.6万股+42.4万股+41.77%加仓
LIFE TIMELTH
0.68%0.13%$1.17亿286.5万股$1,746.0万64.8万股+221.7万股+342.03%加仓
CCARDINAL INFRASTRUCTURE GROUCDNL
0.66%0.19%$1.14亿120.9万股$2,619.3万66.1万股+54.8万股+83.03%加仓
MMODINE MFGMOD
0.65%0.79%$1.13亿42.3万股$1.07亿49.5万股-7.2万股-14.57%减仓
FOMENTO ECONOMICO MEXICANO SFMX
0.65%0.66%$1.12亿87.7万股$8,920.9万80.3万股+7.4万股+9.20%加仓
NubankNU
0.64%0.77%$1.11亿831.4万股$1.05亿728.8万股+102.6万股+14.08%加仓
SSAIASAIA
0.64%0.67%$1.10亿26.2万股$9,061.7万25.8万股+4,080股+1.58%加仓
CADENCE DESIGN SYSTEM COMAYI
0.64%$1.10亿29.4万股$00股+29.4万股新买入
ARROWHEAD PHARMACEUTICALS INARWR
0.64%0.55%$1.10亿135.1万股$7,463.4万119.0万股+16.0万股+13.46%加仓
VALEVALE
0.63%0.43%$1.09亿723.6万股$5,835.7万366.8万股+356.8万股+97.28%加仓
UUNIVERSAL TECHNICAL INSTUTI
0.62%0.47%$1.07亿250.0万股$6,341.1万175.7万股+74.3万股+42.31%加仓
南方铜业SCCO
0.62%0.41%$1.07亿61.1万股$5,569.8万32.4万股+28.8万股+88.82%加仓
KYMERA THERAPEUTICSKYMR
0.61%0.64%$1.05亿91.9万股$8,692.0万104.4万股-12.4万股-11.92%减仓
TTWIST BIOSCIENCETWST
0.61%0.2%$1.05亿102.3万股$2,778.5万58.5万股+43.8万股+74.88%加仓
NateraNTRA
0.6%0.42%$1.04亿38.4万股$5,686.5万28.4万股+10.0万股+35.01%加仓
SSTONEXSNEX
0.6%0.51%$1.04亿87.5万股$6,948.2万86.2万股+1.4万股+1.62%加仓
相干公司COHR
0.59%0.9%$1.02亿25.9万股$1.23亿51.6万股-25.7万股-49.73%减仓
EESCO TECHNOLOGIESESE
0.58%0.38%$1.01亿28.8万股$5,225.2万18.6万股+10.2万股+55.08%加仓

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