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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2020-07-29 (Q2 2020) | Holdings: 226 | Value: $1.7B | 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 | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| DXCM - DEXCOM INC | Reduce 5% $(3.9M) | 3.90% | $67.3M | -28.70% | -24.51% | +21.77% | |
| V - VISA INC | Add 1% ($438.3K) | 3.64% | $62.7M | +79.12% | -6.77% | +26.99% | |
| AAPL - APPLE INC | Add 1% ($335.6K) | 3.38% | $58.3M | +121.63% | +15.79% | +55.90% | |
| AMZN - AMAZON COM INC | Add 1% ($350.4K) | 3.21% | $55.3M | +41.84% | +0.73% | +10.40% | |
| PYPL - PAYPAL HLDGS INC | Add 1% ($399.7K) | 3.08% | $53.1M | -64.64% | -2.96% | +43.65% | |
| KRNT - KORNIT DIGITAL LTD | Reduce 6% $(3.2M) | 3.07% | $52.9M | -62.82% | +30.52% | +156.22% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 1% ($533.2K) | 2.98% | $51.5M | +113.40% | +1.12% | +29.47% | |
| BL - BLACKLINE INC | 2.95% | $50.9M | -37.34% | +12.46% | +31.69% | ||
| PGR - PROGRESSIVE CORP OHIO | Add 1% ($306.1K) | 2.76% | $47.6M | +205.23% | +4.67% | +13.91% | |
| LOW - LOWES COS INC | Add 16% ($6.3M) | 2.68% | $46.3M | +75.81% | +7.29% | +32.15% | |
| GOOGL - ALPHABET INC | Add 1% ($290.7K) | 2.56% | $44.1M | +161.47% | +7.89% | +79.88% | |
| TNDM - TANDEM DIABETES CARE INC | 2.53% | $43.6M | -85.07% | +7.41% | +7.09% | ||
| DVAX - DYNAVAX TECHNOLOGIES CORP | Add 16% ($6.1M) | 2.52% | $43.5M | +43.32% | -52.06% | +20.05% | |
| META - FACEBOOK INC | 2.45% | $42.2M | +233.44% | +14.29% | +54.77% | ||
| VEEV - VEEVA SYS INC | 2.44% | $42.1M | +8.69% | +4.28% | +28.48% | ||
| TGT - TARGET CORP | Add 8% ($3.0M) | 2.39% | $41.2M | -5.16% | +25.05% | +116.81% | |
| CRM - SALESFORCE COM INC | Add 1% ($535.2K) | 2.38% | $41.1M | +31.34% | +22.19% | +27.27% | |
| ZTS - ZOETIS INC | Add 1% ($405.4K) | 2.30% | $39.7M | +4.43% | +8.71% | +39.58% | |
| FICO - FAIR ISAAC CORP | 2.28% | $39.3M | +223.02% | -5.86% | +26.00% | ||
| RP - REALPAGE INC | Add 24% ($7.3M) | 2.22% | $38.3M | -11.22% | |||
| COST - COSTCO WHSL CORP NEW | Add 1% ($319.6K) | 2.08% | $35.9M | +217.32% | +11.04% | +37.74% | |
| CSGP - COSTAR GROUP INC | 2.00% | $34.6M | +17.47% | +0.20% | +8.09% | ||
| SIVB - SVB FINANCIAL GROUP | Add 73% ($13.9M) | 1.91% | $33.0M | +30.50% | +146.88% | ||
| ZD - J2 GLOBAL INC | Add 24% ($5.8M) | 1.77% | $30.5M | -37.30% | +24.10% | +158.26% | |
| LGND - LIGAND PHARMACEUTICALS INC | New Purchase | 1.74% | $30.1M | +70.60% | -32.84% | -7.54% | |
| IDXX - IDEXX LABS INC | 1.74% | $29.9M | +76.45% | +16.77% | +86.51% | ||
| CVNA - CARVANA CO | Reduce 1% $(220.0K) | 1.70% | $29.3M | +129.32% | +21.18% | +120.70% | |
| WDAY - WORKDAY INC | Add 1% ($282.5K) | 1.65% | $28.4M | +24.99% | +16.73% | +30.22% | |
| TRU - TRANSUNION | Add 2% ($417.7K) | 1.44% | $24.9M | +2.47% | -12.40% | +32.35% | |
| EW - EDWARDS LIFESCIENCES CORP | Add 203% ($16.1M) | 1.39% | $24.0M | +1.24% | -8.41% | +43.44% | |
| MSFT - MICROSOFT CORP | Add 5% ($1.0M) | 1.27% | $21.9M | +174.05% | +0.97% | +43.12% | |
| FAST - FASTENAL CO | Reduce 3% $(769.4K) | 1.26% | $21.8M | +125.27% | -5.31% | +22.97% | |
| GH - GUARDANT HEALTH INC | Add 24% ($3.9M) | 1.18% | $20.3M | -44.39% | +28.48% | +32.26% | |
| QNST - QUINSTREET INC | Reduce 4% $(784.5K) | 1.17% | $20.2M | +42.63% | +39.54% | +59.90% | |
| PINS - PINTEREST INC | Reduce 11% $(2.4M) | 1.17% | $20.2M | +58.11% | +139.73% | +139.53% | |
| MORN - MORNINGSTAR INC | 1.17% | $20.1M | +66.24% | +17.47% | +56.49% | ||
| EXEL - EXELIXIS INC | Add 2% ($435.9K) | 1.13% | $19.6M | +58.61% | -13.29% | -28.66% | |
| SHOP - SHOPIFY INC | New Purchase | 0.83% | $14.4M | +21.15% | -11.72% | +43.08% | |
| XOM - EXXON MOBIL CORP | 0.83% | $14.3M | +212.05% | -22.88% | +43.83% | ||
| ALBO - ALBIREO PHARMA INC | Add 2% ($247.3K) | 0.77% | $13.3M | +24.45% | +12.82% | ||
| 2330 - TAIWAN SEMICONDUCTOR MFG LTD | Reduce 1% $(137.3K) | 0.70% | $12.1M | +211.15% | +5.26% | +47.76% | |
| AXDX - ACCELERATE DIAGNOSTICS INC | Reduce 16% $(2.2M) | 0.66% | $11.5M | -100.00% | -35.74% | -49.11% | |
| ABMD - ABIOMED INC | Reduce 24% $(3.6M) | 0.66% | $11.4M | -15.59% | +9.63% | ||
| MA - MASTERCARD INCORPORATED | Add 11% ($1.0M) | 0.61% | $10.5M | +91.52% | -4.94% | +27.56% | |
| JNJ - JOHNSON & JOHNSON | Add 2% ($192.1K) | 0.55% | $9.4M | +33.47% | -6.39% | +19.87% | |
| ZBRA - ZEBRA TECHNOLOGIES CORPORATI | 0.53% | $9.1M | +11.42% | +4.44% | +103.42% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 5% $(445.9K) | 0.50% | $8.6M | +139.98% | +4.38% | +43.87% | |
| GPN - GLOBAL PMTS INC | 0.42% | $7.2M | -53.24% | -9.50% | +11.29% | ||
| PEP - PEPSICO INC | New Purchase | 0.33% | $5.7M | +17.94% | -2.18% | +17.78% | |
| JPM - JPMORGAN CHASE & CO | 0.33% | $5.7M | +241.62% | +1.45% | +60.03% | ||
| WW - WW INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| SCHW - SCHWAB CHARLES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IRM - IRON MTN INC NEW | Reduce 100% | 0.00% | $0.00 | ||||