Driehaus Capital Management LLC
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 938206
Chicago, IL
Position in KTOS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,264,986
-$4,798,941 QoQ
Shares Held
329,953
-10.8% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 84.618415350065.ToString("F0")%
Shared 0.ToString("F0")%
None 15.38158464993499.ToString("F0")%
Common Shares in KTOS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Driehaus Capital Management LLC holds $919,324,078 across 16 Aerospace & Defense names. KTOS ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PL |
Planet Labs PBC
|
7,918,693 | $221,327,469 | |
| 2 | CW |
Curtiss Wright Corp
|
225,759 | $153,768,970 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
579,521 | $141,982,645 | |
| 4 | VSEC |
Vse Corp
|
509,146 | $93,886,522 | |
| 5 | KRMN |
Karman Holdings Inc.
|
977,353 | $78,237,107 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
95,057 | $40,369,757 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
137,075 | $28,030,466 | |
| 8 | RKLB |
Rocket Lab Corp
|
403,276 | $25,898,384 |
All Filings in KTOS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,264,986 | 329,953 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,063,927 | 369,700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $83,265,206 | 911,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $87,182,190 | 1,876,904 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,209,523 | 1,354,312 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,238,710 | 615,569 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,959,161 | 727,861 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,438,075 | 721,543 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,751,103 | 476,121 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,366,358 | 412,339 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,400,487 | 376,603 | Shares | Sole | 2023-08-14 | |
| 2020-12-31 | $5,836,335 | 212,772 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,138,891 | 266,540 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||