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.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/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