10,000+ stock pitches from top investors available on joinyellowbrick.com
Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2019-02-11 (Q4 2018) | Holdings: 204 | Value: $1.2B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
---|---|---|---|---|---|---|---|
Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
V - VISA INC CL A | Add 2% ($715.2K) | 3.54% | $43.4M | +148.95% | +11.15% | +47.24% | |
ICE - INTERCONTINENTAL EXCHANGE INC | 3.33% | $40.9M | +168.33% | +6.40% | +25.89% | ||
PGR - PROGRESSIVE CORP OHIO | Add 1% ($363.7K) | 2.78% | $34.1M | +300.61% | +4.43% | +23.99% | |
WDAY - WORKDAY INC | Reduce 1% $(371.7K) | 2.69% | $33.0M | +16.64% | +0.62% | +0.78% | |
EW - EDWARDS LIFESCIENCES CORP | Reduce 1% $(221.2K) | 2.62% | $32.1M | +36.42% | +2.25% | +30.16% | |
AMZN - AMAZONCOM INC | Reduce 2% $(560.2K) | 2.48% | $30.5M | +166.52% | +13.63% | +34.66% | |
EVH - EVOLENT HEALTH INC CL A | Add 8% ($2.3M) | 2.47% | $30.3M | -44.51% | -20.56% | -34.99% | |
COST - COSTCO WHOLESALE CORP | Add 1% ($342.2K) | 2.35% | $28.8M | +394.14% | +15.48% | +51.40% | |
CRM - SALESFORCE COM | 2.27% | $27.9M | +54.83% | -5.02% | +17.49% | ||
IRM - IRON MOUNTAIN INC NPV | Reduce 4% $(1.1M) | 2.21% | $27.0M | +274.90% | -11.93% | -5.66% | |
ZTS - ZOETIS INC | Add 1% ($253.9K) | 2.21% | $27.0M | +77.00% | +16.79% | +65.46% | |
VEEV - VEEVA SYS INC CL A COM | Add 1% ($146.2K) | 2.18% | $26.7M | +141.04% | +15.54% | +32.29% | |
AAPL - APPLE INC | Add 28% ($5.7M) | 2.13% | $26.2M | +398.66% | +9.60% | +94.88% | |
CSGP - COSTAR GROUP INC | Reduce 1% $(133.9K) | 2.13% | $26.1M | +140.80% | +21.83% | +84.57% | |
FICO - FAIR ISAAC CORP | Add 5% ($1.1M) | 2.05% | $25.1M | +465.36% | +14.94% | +72.82% | |
SCHW - SCHWAB CHARLES CORP NEW | Add 2% ($589.7K) | 2.00% | $24.6M | +134.10% | -2.82% | +7.33% | |
GOOGL - ALPHABET INC CAP STK CL A | Add 2% ($391.9K) | 2.00% | $24.5M | +252.54% | +2.30% | +36.69% | |
ULTI - ULTIMATE SOFTWARE GROUP INC | Reduce 1% $(138.8K) | 1.99% | $24.3M | ||||
LULU - LULULEMON ATHLETICA INC | Reduce 1% $(270.2K) | 1.95% | $23.9M | +29.31% | +11.08% | +68.33% | |
LOW - LOWES COS INC | Reduce 1% $(300.9K) | 1.94% | $23.8M | +174.25% | +7.74% | +30.64% | |
PYPL - PAYPAL HLDGS INC | New Purchase | 1.92% | $23.5M | -27.41% | +14.33% | +26.88% | |
BL - BLACKLINE INC | Add 44% ($7.2M) | 1.92% | $23.5M | +12.46% | -3.49% | +31.03% | |
DXCM - DEXCOM INC | 1.89% | $23.1M | +96.87% | -24.18% | +60.45% | ||
ZD - J2 GLOBAL INC | New Purchase | 1.88% | $23.1M | -53.36% | +14.83% | +30.21% | |
KRNT - KORNIT DIGITAL LTD | Add 1% ($192.7K) | 1.82% | $22.3M | -12.50% | +19.80% | +103.24% | |
ABMD - ABIOMED INC | Add 1% ($294.2K) | 1.77% | $21.7M | -29.80% | -53.56% | ||
IDXX - IDEXX LABORATORIES INC | Add 1% ($131.0K) | 1.66% | $20.4M | +208.57% | +16.62% | +36.17% | |
WSO - WATSCO INC | Reduce 1% $(261.3K) | 1.65% | $20.2M | +250.11% | +4.60% | +21.65% | |
WMGI - WRIGHT MED GROUP N V ORD SHS 0.03 PAR | Reduce 3% $(653.1K) | 1.64% | $20.1M | +0.59% | -1.72% | ||
FAST - FASTENAL CO | Reduce 1% $(148.0K) | 1.62% | $19.9M | +249.27% | +4.28% | +27.88% | |
BURL - BURLINGTON STORES INC | Add 14% ($2.4M) | 1.62% | $19.8M | +65.85% | -7.52% | +43.11% | |
RP - REALPAGE INC | Reduce 1% $(187.6K) | 1.60% | $19.6M | +0.68% | +5.10% | ||
DVAX - DYNAVAX TECHNOLOGIES | Reduce 5% $(1.0M) | 1.60% | $19.6M | +8.57% | -31.94% | -47.22% | |
BFH - ALLIANCE DATA SYS CORP | Reduce 1% $(142.6K) | 1.59% | $19.5M | -49.92% | -13.59% | -35.78% | |
MORN - MORNINGSTAR INC | Reduce 2% $(299.1K) | 1.38% | $16.9M | +115.20% | +3.49% | +24.06% | |
INGN - INOGEN INC | Add 2% ($255.3K) | 1.35% | $16.6M | -95.59% | -48.98% | -68.01% | |
META - FACEBOOK INC CL A | Reduce 5% $(901.4K) | 1.32% | $16.2M | +360.06% | +8.80% | +26.31% | |
BK - BANK OF NEW YORK MELLON CORP | Reduce 20% $(3.8M) | 1.27% | $15.5M | +131.90% | -9.72% | -9.06% | |
CVNA - CARVANA CO CL A | Add 1% ($143.7K) | 1.24% | $15.2M | +1052.99% | +104.60% | +184.85% | |
PINC - PREMIER INC CL A | Add 35% ($3.9M) | 1.23% | $15.1M | -31.10% | +1.53% | -14.11% | |
EXEL - EXELIXIS INC | Reduce 2% $(264.5K) | 1.19% | $14.6M | +77.28% | -10.41% | -4.87% | |
GRUB1 - GRUBHUB INC | Add 1% ($142.9K) | 1.03% | $12.7M | -21.83% | -34.57% | ||
AMG - AFFILIATED MANAGERS GROUP | Reduce 31% $(5.1M) | 0.92% | $11.3M | +104.47% | -14.09% | -19.64% | |
BRK.B - BERKSHIRE HATHAWAY INC B | Add 3% ($267.7K) | 0.86% | $10.5M | +126.50% | +0.03% | +10.98% | |
MSFT - MICROSOFT CORP | Add 6% ($477.2K) | 0.73% | $9.0M | +429.56% | +16.71% | +76.60% | |
NFLX - NETFLIX COM | Reduce 17% $(1.8M) | 0.70% | $8.6M | +229.76% | -0.81% | +9.17% | |
JNJ - JOHNSON & JOHNSON | 0.68% | $8.3M | +55.23% | +4.57% | +17.62% | ||
WAGE - WAGEWORKS INC | Reduce 60% $(10.8M) | 0.60% | $7.3M | +38.14% | |||
XOM - EXXON MOBIL CORP | 0.54% | $6.6M | +92.10% | +1.99% | -14.21% | ||
MA - MASTERCARD INC A | Reduce 2% $(96.6K) | 0.51% | $6.2M | +168.53% | +10.60% | +53.68% | |
JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
AXDX - ACCELERATE DIAGNOSTICS INC | Reduce 100% | 0.00% | $0.00 |