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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2021-01-25 (Q4 2020) | Holdings: 229 | Value: $2.2B | 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 |
| AAPL - APPLE INC | Add 1% ($483.5K) | 3.73% | $83.5M | +44.86% | -6.04% | +11.89% | |
| V - VISA INC | 3.19% | $71.3M | +72.77% | +14.34% | +2.66% | ||
| BL - BLACKLINE INC | Reduce 7% $(5.4M) | 3.07% | $68.6M | -59.79% | -10.50% | -37.94% | |
| KRNT - KORNIT DIGITAL LTD | Reduce 10% $(7.2M) | 3.03% | $67.8M | -80.34% | +6.23% | -0.96% | |
| ZD - J2 GLOBAL INC | Reduce 1% $(595.8K) | 2.95% | $66.1M | -65.43% | +22.27% | +20.91% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | 2.90% | $64.9M | +76.23% | +7.52% | +9.55% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 3% $(1.8M) | 2.87% | $64.2M | -72.53% | +10.05% | -36.42% | |
| SIVB - SVB FINANCIAL GROUP | 2.86% | $64.1M | +18.38% | +15.80% | |||
| TGT - TARGET CORP | 2.80% | $62.7M | -39.52% | +7.49% | +12.89% | ||
| PGR - PROGRESSIVE CORP | Add 2% ($1.2M) | 2.68% | $60.0M | +176.13% | +8.03% | +18.52% | |
| AMZN - AMAZON COM INC | Reduce 1% $(306.1K) | 2.68% | $59.9M | +29.69% | +3.42% | -15.74% | |
| LOW - LOWES COS INC | Add 1% ($393.3K) | 2.52% | $56.4M | +48.13% | +14.62% | +32.72% | |
| DXCM - DEXCOM INC | Add 6% ($3.3M) | 2.47% | $55.2M | -20.08% | +10.88% | +4.80% | |
| GOOGL - ALPHABET INC | Reduce 2% $(978.0K) | 2.35% | $52.7M | +107.68% | +22.48% | +37.05% | |
| PINS - PINTEREST INC | Reduce 11% $(6.7M) | 2.34% | $52.4M | -47.21% | +4.18% | -63.69% | |
| RP - REALPAGE INC | Add 1% ($279.3K) | 2.32% | $51.8M | ||||
| META - FACEBOOK INC | Reduce 3% $(1.4M) | 2.20% | $49.2M | +175.99% | +8.95% | +5.93% | |
| CRM - SALESFORCE COM INC | Add 1% ($554.8K) | 2.16% | $48.4M | +9.60% | +3.36% | -7.37% | |
| FICO - FAIR ISAAC CORP | 2.15% | $48.1M | +161.50% | +6.00% | -18.76% | ||
| ZTS - ZOETIS INC | 2.13% | $47.7M | -5.75% | +5.39% | +18.31% | ||
| IDXX - IDEXX LABS INC | 2.02% | $45.2M | +31.45% | +14.35% | -4.47% | ||
| QNST - QUINSTREET INC | 2.01% | $44.9M | -25.47% | -6.06% | -30.07% | ||
| COST - COSTCO WHSL CORP NEW | 1.99% | $44.5M | +176.49% | +2.51% | +35.25% | ||
| CSGP - COSTAR GROUP INC | Reduce 1% $(295.8K) | 1.99% | $44.5M | +5.87% | +2.33% | -27.66% | |
| CVNA - CARVANA CO | 1.94% | $43.4M | +28.24% | +7.64% | -48.46% | ||
| TNDM - TANDEM DIABETES CARE INC | 1.88% | $42.1M | -84.99% | -5.89% | +13.62% | ||
| VEEV - VEEVA SYS INC | Reduce 8% $(3.7M) | 1.88% | $42.0M | -3.81% | -3.11% | -25.79% | |
| EW - EDWARDS LIFESCIENCES CORP | Add 31% ($9.8M) | 1.86% | $41.5M | -6.34% | +13.51% | +28.40% | |
| WDAY - WORKDAY INC | Add 1% ($184.7K) | 1.64% | $36.6M | -4.36% | +10.21% | -4.33% | |
| LGND - LIGAND PHARMACEUTICALS INC | Reduce 31% $(15.2M) | 1.48% | $33.1M | +30.58% | -5.85% | -29.13% | |
| GH - GUARDANT HEALTH INC | 1.45% | $32.4M | -70.61% | +5.48% | -59.06% | ||
| TRU - TRANSUNION | Add 8% ($2.4M) | 1.40% | $31.3M | +1.39% | +9.60% | +7.87% | |
| ABMD - ABIOMED INC | Add 16% ($4.2M) | 1.37% | $30.6M | -0.43% | -15.03% | ||
| MORN - MORNINGSTAR INC | Reduce 5% $(1.5M) | 1.33% | $29.8M | +14.65% | +7.73% | +13.77% | |
| BFH - ALLIANCE DATA SYSTEMS CORP | New Purchase | 1.31% | $29.4M | +13.18% | +50.92% | +18.88% | |
| DVAX - DYNAVAX TECHNOLOGIES CORP | Add 47% ($8.2M) | 1.15% | $25.7M | +69.97% | +50.91% | +88.26% | |
| NFLX - NETFLIX INC | New Purchase | 1.10% | $24.6M | +106.92% | -8.01% | -35.16% | |
| MSFT - MICROSOFT CORP | 1.08% | $24.2M | +136.38% | +13.06% | +29.04% | ||
| FAST - FASTENAL CO | Reduce 3% $(656.1K) | 1.05% | $23.5M | +110.64% | +8.44% | +16.72% | |
| ALBO - ALBIREO PHARMA INC | Add 21% ($4.0M) | 1.04% | $23.2M | -13.83% | -27.90% | ||
| 2330 - TAIWAN SEMICONDUCTOR MFG LTD | 1.01% | $22.6M | +91.47% | -5.55% | -3.43% | ||
| SHOP - SHOPIFY INC | Add 1% ($101.9K) | 0.77% | $17.2M | +5.12% | -3.49% | -28.08% | |
| ZBRA - ZEBRA TECHNOLOGIES CORPORATI | 0.61% | $13.6M | -24.95% | +23.64% | +17.99% | ||
| XOM - EXXON MOBIL CORP | Reduce 3% $(450.1K) | 0.56% | $12.6M | +172.69% | +19.82% | +66.59% | |
| LAD - LITHIA MTRS INC | New Purchase | 0.56% | $12.5M | -10.66% | +13.05% | -17.26% | |
| AXDX - ACCELERATE DIAGNOSTICS INC | Reduce 18% $(2.7M) | 0.54% | $12.2M | -100.00% | -35.32% | -75.60% | |
| MA - MASTERCARD INCORPORATED | Reduce 10% $(1.3M) | 0.51% | $11.4M | +76.00% | +17.55% | +4.96% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.51% | $11.4M | +99.22% | +16.25% | +32.73% | ||
| JNJ - JOHNSON & JOHNSON | 0.46% | $10.4M | +14.40% | -2.69% | +1.72% | ||
| EXEL - EXELIXIS INC | Reduce 44% $(7.4M) | 0.42% | $9.3M | +63.50% | +8.51% | -21.78% | |
| GPN - GLOBAL PMTS INC | Reduce 100% | 0.00% | $0.00 | -34.05% | +17.65% | -23.97% | |
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | +28.67% | +2.26% | +23.47% | |