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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2025-04-17 (Q1 2025) | Holdings: 339 | Value: $3.5B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
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Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
META - META PLATFORMS INC | Reduce 6% $(10.0M) | 4.75% | $168.3M | +55.51% | +43.45% | ||
V - VISA INC | Add 1% ($962.4K) | 4.05% | $143.6M | ||||
AMZN - AMAZON COM INC | 3.76% | $133.3M | +26.03% | +33.33% | |||
PGR - PROGRESSIVE CORP | 3.23% | $114.4M | -8.00% | -6.69% | |||
GOOGL - ALPHABET INC | Reduce 3% $(3.4M) | 3.20% | $113.4M | ||||
MSFT - MICROSOFT CORP | Reduce 3% $(3.6M) | 2.95% | $104.5M | +45.73% | +40.84% | ||
AAPL - APPLE INC | Reduce 12% $(14.2M) | 2.94% | $103.9M | +5.13% | +9.41% | ||
ICE - INTERCONTINENTAL EXCHANGE IN | Add 1% ($708.3K) | 2.79% | $98.7M | ||||
UBER - UBER TECHNOLOGIES INC | Add 37% ($24.6M) | 2.56% | $90.5M | +20.08% | +21.70% | ||
INTU - INTUIT | 2.53% | $89.5M | +33.17% | +30.29% | |||
NVDA - NVIDIA CORPORATION | Add 4% ($3.5M) | 2.44% | $86.5M | +80.49% | +74.57% | ||
CSGP - COSTAR GROUP INC | Add 3% ($2.3M) | 2.11% | $74.8M | +22.83% | +7.75% | ||
SYK - STRYKER CORPORATION | Add 1% ($508.9K) | 2.06% | $73.1M | +10.72% | +13.21% | ||
TDG - TRANSDIGM GROUP INC | 2.03% | $71.9M | +6.42% | +19.97% | |||
LLY - ELI LILLY & CO | Add 122% ($38.9M) | 2.00% | $70.7M | -8.79% | -8.11% | ||
DVAX - DYNAVAX TECHNOLOGIES CORP | Reduce 1% $(477.4K) | 1.96% | $69.3M | +8.25% | +4.08% | ||
VEEV - VEEVA SYS INC | 1.86% | $66.0M | +30.66% | +31.05% | |||
CRM - SALESFORCE INC | Reduce 5% $(3.4M) | 1.85% | $65.4M | ||||
TSM - TAIWAN SEMICONDUCTOR MFG LTD | Add 2% ($1.4M) | 1.84% | $65.0M | +55.44% | +60.74% | ||
LAD - LITHIA MTRS INC | Add 1% ($344.0K) | 1.78% | $63.1M | +4.49% | +7.98% | ||
NOW - SERVICENOW INC | Add 1% ($405.2K) | 1.76% | $62.3M | ||||
NFLX - NETFLIX INC | Reduce 26% $(21.2M) | 1.71% | $60.7M | +16.61% | +22.84% | ||
MA - MASTERCARD INCORPORATED | Reduce 11% $(7.6M) | 1.71% | $60.6M | +9.63% | +7.04% | ||
DXCM - DEXCOM INC | Add 75% ($25.9M) | 1.71% | $60.5M | +10.86% | +23.24% | ||
COST - COSTCO WHSL CORP NEW | Reduce 32% $(28.6M) | 1.70% | $60.3M | -4.72% | -4.11% | ||
KRNT - KORNIT DIGITAL LTD | 1.67% | $59.2M | +6.03% | +18.79% | |||
LGND - LIGAND PHARMACEUTICALS INC | Add 1% ($308.0K) | 1.65% | $58.3M | +29.98% | +33.78% | ||
FICO - FAIR ISAAC CORP | Reduce 28% $(21.6M) | 1.55% | $54.7M | ||||
ZTS - ZOETIS INC | Add 2% ($839.2K) | 1.53% | $54.1M | -1.39% | +0.29% | ||
BSX - BOSTON SCIENTIFIC CORP | Add 145% ($29.7M) | 1.42% | $50.2M | +10.29% | +9.04% | ||
PODD - INSULET CORP | Add 1% ($660.7K) | 1.27% | $45.0M | +15.32% | +16.65% | ||
BURL - BURLINGTON STORES INC | Add 37% ($11.6M) | 1.22% | $43.3M | ||||
ASML - ASML HOLDING N V | Add 1% ($425.4K) | 1.18% | $41.8M | +9.64% | +16.54% | ||
WDAY - WORKDAY INC | Reduce 31% $(17.7M) | 1.13% | $40.2M | +2.77% | +6.46% | ||
IDXX - IDEXX LABS INC | Add 1% ($468.2K) | 1.04% | $36.7M | +56.77% | +25.68% | ||
XOM - EXXON MOBIL CORP | 1.03% | $36.3M | +2.48% | +2.99% | |||
LOW - LOWES COS INC | 1.01% | $35.7M | +10.25% | +1.22% | |||
BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.84% | $29.7M | -10.31% | -8.45% | |||
TTD - THE TRADE DESK INC | Reduce 9% $(2.8M) | 0.76% | $26.8M | +80.08% | +64.70% | ||
PRCT - PROCEPT BIOROBOTICS CORP | Add 11% ($2.5M) | 0.69% | $24.6M | ||||
PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 0.58% | $20.7M | +86.63% | +65.36% | ||
TYL - TYLER TECHNOLOGIES INC | Reduce 2% $(488.9K) | 0.58% | $20.6M | +7.67% | -0.17% | ||
TMO - THERMO FISHER SCIENTIFIC INC | Reduce 4% $(813.1K) | 0.53% | $18.9M | +9.73% | -2.43% | ||
ETN - EATON CORP PLC | Add 1% ($98.7K) | 0.52% | $18.5M | +35.43% | +43.85% | ||
ISRG - INTUITIVE SURGICAL INC | Add 6% ($1.0M) | 0.51% | $17.9M | +0.22% | +8.97% | ||
MORN - MORNINGSTAR INC | Reduce 2% $(267.5K) | 0.48% | $17.0M | -4.32% | +5.34% | ||
ADBE - ADOBE INC | Add 3% ($401.9K) | 0.43% | $15.3M | -1.69% | +6.16% | ||
HD - HOME DEPOT INC | Reduce 14% $(2.4M) | 0.43% | $15.2M | +9.46% | +2.07% | ||
GOOG - ALPHABET INC | Add 1% ($118.9K) | 0.42% | $14.7M | ||||
JPM - JPMORGAN CHASE & CO. | New Purchase | 0.41% | $14.4M | ||||
TNDM - TANDEM DIABETES CARE INC | Reduce 100% | 0.00% | $0.00 | ||||
PINS - PINTEREST INC | Reduce 100% | 0.00% | $0.00 |