Driehaus Capital Management LLC 13F 持仓 · 2026年Q2
Driehaus Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 354 只证券，申报市值合计 172.57 亿美元。前几大持仓：TSM（2.72%）、DFTX（1.87%）、PRAX（1.86%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TSMC | $470.2M | 2.72% | 984,500 | 减持 |
| 2 | DFTX | Definium Therapeutics Inc | $322.0M | 1.87% | 6.8M | 增持 |
| 3 | PRAX | Praxis Precision Medicines Inc | $321.1M | 1.86% | 959,048 | 增持 |
| 4 | XENE | Xenon Pharmaceuticals Inc | $266.7M | 1.55% | 4.4M | 减持 |
| 5 | SIMO | Silicon Motion Technology Corp | $262.0M | 1.52% | 786,074 | 增持 |
| 6 | SYRE | Spyre Therapeutics Inc | $248.5M | 1.44% | 2.8M | 增持 |
| 7 | CRNX | Crinetics Pharmaceuticals Inc | $241.9M | 1.40% | 6.5M | 增持 |
| 8 | APGE | Apogee Therapeutics Inc | $231.0M | 1.34% | 1.7M | 减持 |
| 9 | GH | Guardant Health Inc | $230.1M | 1.33% | 1.5M | 增持 |
| 10 | PL | Planet Labs PBC | $222.7M | 1.29% | 6.7M | 减持 |
| 11 | BAP | Credicorp Ltd | $217.1M | 1.26% | 557,228 | 增持 |
| 12 | EWTX | Edgewise Therapeutics Inc | $192.1M | 1.11% | 4.7M | 增持 |
| 13 | VICR | Vicor Corp | $188.6M | 1.09% | 496,507 | 增持 |
| 14 | UCTT | Ultra Clean Holdings Inc | $186.7M | 1.08% | 1.3M | 增持 |
| 15 | CW | Curtiss-Wright Corp | $173.6M | 1.01% | 229,123 | 增持 |
| 16 | XMTR | Xometry Inc | $170.7M | 0.99% | 1.8M | 增持 |
| 17 | WULF | Terawulf Inc | $152.2M | 0.88% | 6.2M | 增持 |
| 18 | SEPN | Septerna Inc | $148.5M | 0.86% | 4.4M | 增持 |
| 19 | NXT | Nextpower Inc | $143.8M | 0.83% | 1.2M | 增持 |
| 20 | CECO | CECO Environmental Corp | $141.6M | 0.82% | 1.6M | 增持 |
| 21 | CRDO | Credo Technology Group Holding | $140.6M | 0.81% | 517,062 | 新建仓 |
| 22 | CRS | Carpenter Technology Corp | $140.1M | 0.81% | 227,203 | 减持 |
| 23 | IBN | ICICI Bank Ltd | $140.1M | 0.81% | 4.8M | 增持 |
| 24 | LASR | nLight Inc | $138.3M | 0.80% | 2.0M | 增持 |
| 25 | ONTO | Onto Innovation Inc | $134.2M | 0.78% | 354,650 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR