Position in ARXS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,188,633
New position
Shares Held
480,898
first reported quarter
Ownership
0.115%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#32
of 139 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Driehaus Capital Management LLC holds $705,810,338 across 13 Aerospace & Defense names. ARXS ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PL |
Planet Labs PBC
|
6,721,154 | $222,671,832 | |
| 2 | CW |
Curtiss Wright Corp
|
229,123 | $173,620,244 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
278,208 | $75,263,610 | |
| 4 | MRCY |
Mercury Systems Inc
|
487,921 | $59,687,375 | |
| 5 | AADX |
Applied Aerospace & Defense, Inc.
|
1,227,730 | $27,967,689 | |
| 6 | WWD |
Woodward, Inc.
|
64,731 | $27,539,156 | |
| 7 | VSEC |
Vse Corp
|
116,779 | $26,684,001 | |
| 8 | RKLB |
Rocket Lab Corp
|
228,938 | $23,271,547 |
All Filings in ARXS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,188,633 | 480,898 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||