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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2021-07-22 (Q2 2021) | Holdings: 246 | Value: $2.6B | 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 |
| ZD - J2 GLOBAL INC | Add 2% ($2.2M) | 3.93% | $100.6M | -75.94% | +2.95% | -34.83% | |
| TGT - TARGET CORP | 3.37% | $86.2M | -55.70% | +1.34% | -37.96% | ||
| AAPL - APPLE INC | Reduce 1% $(1.1M) | 3.29% | $84.1M | +40.53% | +0.89% | +4.25% | |
| V - VISA INC | 3.21% | $82.0M | +40.84% | -5.09% | -12.59% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 4% $(2.8M) | 3.00% | $76.8M | -77.82% | -19.26% | -73.30% | |
| KRNT - KORNIT DIGITAL LTD | Add 3% ($1.9M) | 2.94% | $75.3M | -84.67% | +25.66% | -79.45% | |
| GOOGL - ALPHABET INC | Add 2% ($1.6M) | 2.90% | $74.2M | +50.15% | +5.38% | -17.57% | |
| LOW - LOWES COS INC | 2.67% | $68.4M | +29.46% | +17.50% | +0.03% | ||
| AMZN - AMAZON COM INC | Add 5% ($3.0M) | 2.67% | $68.3M | +17.45% | -8.78% | -33.44% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 1% ($380.4K) | 2.63% | $67.2M | +63.86% | +10.68% | -16.90% | |
| PINS - PINTEREST INC | Add 13% ($7.6M) | 2.57% | $65.7M | -48.61% | -33.02% | -76.13% | |
| DXCM - DEXCOM INC | Reduce 1% $(976.1K) | 2.54% | $64.9M | -33.32% | +25.56% | -27.01% | |
| PGR - PROGRESSIVE CORP | 2.52% | $64.6M | +172.16% | +2.95% | +22.47% | ||
| META - FACEBOOK INC | Add 3% ($2.1M) | 2.50% | $64.0M | +112.70% | -8.93% | -53.83% | |
| SIVB - SVB FINANCIAL GROUP | Reduce 30% $(26.1M) | 2.37% | $60.8M | +32.15% | -30.71% | ||
| LGND - LIGAND PHARMACEUTICALS INC | Add 2% ($1.4M) | 2.35% | $60.2M | +69.77% | +11.01% | -24.98% | |
| DVAX - DYNAVAX TECHNOLOGIES CORP | Add 2% ($877.6K) | 2.26% | $57.9M | +14.36% | +98.97% | +52.10% | |
| LAD - LITHIA MTRS INC | Add 73% ($23.8M) | 2.20% | $56.2M | -18.60% | -10.47% | -31.67% | |
| FICO - FAIR ISAAC CORP | Reduce 1% $(293.6K) | 2.16% | $55.3M | +143.51% | -24.94% | -14.84% | |
| CRM - SALESFORCE COM INC | 2.07% | $52.9M | -0.14% | +17.57% | -29.08% | ||
| ZTS - ZOETIS INC | Reduce 1% $(600.6K) | 2.03% | $52.0M | -24.83% | +4.85% | -12.61% | |
| VEEV - VEEVA SYS INC | Reduce 1% $(452.4K) | 1.90% | $48.7M | -14.33% | -2.10% | -35.60% | |
| ABMD - ABIOMED INC | Add 3% ($1.5M) | 1.89% | $48.3M | +8.12% | -14.35% | ||
| EW - EDWARDS LIFESCIENCES CORP | 1.86% | $47.7M | -26.68% | +8.53% | -5.54% | ||
| IDXX - IDEXX LABS INC | Reduce 1% $(269.0K) | 1.84% | $47.1M | -5.68% | -4.13% | -44.82% | |
| QNST - QUINSTREET INC | Add 3% ($1.5M) | 1.84% | $47.0M | -11.23% | -20.84% | -41.51% | |
| COST - COSTCO WHSL CORP NEW | 1.83% | $46.8M | +137.11% | +17.39% | +27.34% | ||
| TNDM - TANDEM DIABETES CARE INC | 1.74% | $44.6M | -85.36% | +24.96% | -39.93% | ||
| BL - BLACKLINE INC | Reduce 1% $(409.4K) | 1.71% | $43.8M | -52.59% | +7.66% | -44.20% | |
| TRU - TRANSUNION | Add 3% ($1.4M) | 1.69% | $43.2M | -19.66% | +2.23% | -23.92% | |
| NFLX - NETFLIX INC | 1.59% | $40.8M | +124.12% | +31.14% | -57.34% | ||
| CSGP - COSTAR GROUP INC | Add 895% ($35.2M) | 1.53% | $39.1M | +7.89% | +10.83% | -31.18% | |
| WDAY - WORKDAY INC | Add 3% ($973.1K) | 1.46% | $37.4M | -5.79% | +18.15% | -39.10% | |
| MSFT - MICROSOFT CORP | Add 20% ($5.8M) | 1.38% | $35.3M | +89.84% | +7.43% | -9.20% | |
| CVNA - CARVANA CO | Reduce 2% $(675.5K) | 1.29% | $32.9M | +4.77% | -12.71% | -92.47% | |
| MORN - MORNINGSTAR INC | Reduce 4% $(1.1M) | 1.21% | $31.1M | +7.90% | +20.97% | -0.29% | |
| GH - GUARDANT HEALTH INC | 1.21% | $31.0M | -61.34% | -4.10% | -58.53% | ||
| BFH - ALLIANCE DATA SYSTEMS CORP | Reduce 39% $(17.3M) | 1.07% | $27.3M | -19.57% | -0.99% | -43.77% | |
| 2330 - TAIWAN SEMICONDUCTOR MFG LTD | Reduce 1% $(175.4K) | 0.96% | $24.7M | +108.77% | -3.10% | -25.59% | |
| ALBO - ALBIREO PHARMA INC | Add 2% ($383.4K) | 0.96% | $24.5M | -7.70% | -25.74% | ||
| SHOP - SHOPIFY INC | 0.86% | $22.0M | -21.02% | -11.37% | -77.17% | ||
| XOM - EXXON MOBIL CORP | 0.76% | $19.4M | +118.02% | +14.02% | +65.05% | ||
| ZBRA - ZEBRA TECHNOLOGIES CORPORATI | Reduce 1% $(164.1K) | 0.73% | $18.6M | -44.03% | -1.51% | -39.82% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.54% | $13.7M | +66.35% | +4.02% | +3.20% | ||
| MA - MASTERCARD INCORPORATED | 0.51% | $13.2M | +50.46% | -6.17% | -10.12% | ||
| AXDX - ACCELERATE DIAGNOSTICS INC | Reduce 5% $(706.0K) | 0.47% | $12.1M | -100.00% | -16.83% | -82.48% | |
| FAST - FASTENAL CO | Reduce 47% $(10.6M) | 0.47% | $12.0M | +86.24% | +4.75% | -8.90% | |
| TRIP - TRIPADVISOR INC | Add 12% ($1.3M) | 0.45% | $11.5M | -55.25% | -5.02% | -48.08% | |
| JNJ - JOHNSON & JOHNSON | Add 3% ($320.4K) | 0.43% | $11.1M | +12.12% | -3.48% | +3.43% | |
| JPM - JPMORGAN CHASE & CO | Add 3% ($300.2K) | 0.38% | $9.7M | +113.89% | +13.53% | -21.76% | |