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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2022-01-20 (Q4 2021) | Holdings: 260 | Value: $2.7B | 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 |
| AAPL - APPLE INC | Reduce 13% $(14.5M) | 3.48% | $93.4M | +25.74% | +1.35% | -13.68% | |
| LOW - LOWES COS INC | Reduce 1% $(533.8K) | 3.39% | $91.0M | +14.22% | -7.64% | -6.57% | |
| KRNT - KORNIT DIGITAL LTD | Reduce 3% $(2.8M) | 3.30% | $88.6M | -80.51% | -29.79% | -75.12% | |
| GOOGL - ALPHABET INC | Reduce 1% $(993.7K) | 3.22% | $86.6M | +47.70% | -5.87% | -24.74% | |
| ZD - ZIFF DAVIS INC | Add 1% ($980.2K) | 3.05% | $82.0M | -71.62% | -9.37% | -17.17% | |
| TGT - TARGET CORP | 3.04% | $81.6M | -48.45% | +13.29% | -23.58% | ||
| DVAX - DYNAVAX TECHNOLOGIES CORP | 3.00% | $80.7M | -12.96% | -23.50% | -9.60% | ||
| DXCM - DEXCOM INC | Reduce 2% $(1.7M) | 2.94% | $78.8M | -30.52% | +8.74% | -2.03% | |
| V - VISA INC | Add 2% ($1.3M) | 2.87% | $77.1M | +60.80% | +0.62% | +4.83% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 2% $(1.2M) | 2.82% | $75.8M | +55.70% | -4.07% | -12.66% | |
| SIVB - SVB FINANCIAL GROUP | Reduce 3% $(2.2M) | 2.63% | $70.7M | -19.92% | -52.46% | ||
| TNDM - TANDEM DIABETES CARE INC | Add 1% ($803.9K) | 2.57% | $69.0M | -87.70% | -9.27% | -66.11% | |
| AMZN - AMAZON COM INC | Add 3% ($2.2M) | 2.53% | $68.0M | +42.55% | -1.10% | -34.96% | |
| LGND - LIGAND PHARMACEUTICALS INC | Reduce 1% $(591.1K) | 2.51% | $67.4M | +87.49% | -12.59% | -1.37% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(605.7K) | 2.45% | $65.7M | +105.09% | +22.97% | +2.90% | |
| ZTS - ZOETIS INC | Reduce 4% $(2.5M) | 2.39% | $64.1M | -25.54% | -8.89% | -17.24% | |
| META - META PLATFORMS INC | Reduce 1% $(356.5K) | 2.28% | $61.1M | +143.84% | -40.26% | -54.49% | |
| NFLX - NETFLIX INC | Reduce 1% $(682.0K) | 2.18% | $58.6M | +186.66% | -45.50% | -10.74% | |
| EW - EDWARDS LIFESCIENCES CORP | Reduce 1% $(803.9K) | 2.17% | $58.4M | -31.41% | +8.73% | -30.70% | |
| CRM - SALESFORCE COM INC | Add 2% ($1.1M) | 2.08% | $55.7M | +11.92% | -20.55% | -30.12% | |
| ABMD - ABIOMED INC | Reduce 1% $(757.5K) | 2.03% | $54.6M | +5.94% | |||
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(654.4K) | 1.79% | $48.0M | -60.52% | -47.96% | -53.73% | |
| IDXX - IDEXX LABS INC | Reduce 4% $(2.1M) | 1.71% | $45.9M | +26.12% | -3.24% | -2.53% | |
| TRU - TRANSUNION | Reduce 1% $(374.8K) | 1.70% | $45.8M | -9.65% | -11.14% | -31.71% | |
| QNST - QUINSTREET INC | Reduce 3% $(1.3M) | 1.67% | $44.8M | +8.20% | -29.17% | -0.53% | |
| LAD - LITHIA MTRS INC | Reduce 8% $(4.1M) | 1.65% | $44.2M | +6.58% | +2.95% | -16.13% | |
| FICO - FAIR ISAAC CORP | Reduce 13% $(6.5M) | 1.59% | $42.8M | +211.88% | -10.21% | +50.92% | |
| PGR - PROGRESSIVE CORP | Reduce 38% $(25.2M) | 1.56% | $41.9M | +132.44% | +4.86% | +18.23% | |
| WDAY - WORKDAY INC | Reduce 2% $(913.8K) | 1.55% | $41.6M | -10.39% | -15.38% | -29.73% | |
| MORN - MORNINGSTAR INC | Reduce 1% $(596.8K) | 1.51% | $40.6M | -5.26% | -2.53% | -13.45% | |
| MSFT - MICROSOFT CORP | Reduce 4% $(1.9M) | 1.50% | $40.2M | +79.57% | -7.04% | -19.11% | |
| BL - BLACKLINE INC | Reduce 2% $(785.9K) | 1.48% | $39.7M | -36.31% | -22.46% | -17.17% | |
| VEEV - VEEVA SYS INC | Reduce 3% $(1.1M) | 1.44% | $38.6M | +27.46% | -15.78% | -23.60% | |
| CSGP - COSTAR GROUP INC | Reduce 3% $(945.8K) | 1.35% | $36.1M | +34.37% | -13.72% | +9.59% | |
| DV - DOUBLEVERIFY HLDGS INC | Add 57% ($11.0M) | 1.13% | $30.3M | -36.53% | -7.38% | -0.45% | |
| PINS - PINTEREST INC | Reduce 7% $(2.1M) | 0.98% | $26.2M | +23.59% | -35.70% | -15.16% | |
| GH - GUARDANT HEALTH INC | Reduce 1% $(232.7K) | 0.91% | $24.5M | -35.78% | -8.42% | -53.04% | |
| CVNA - CARVANA CO | Reduce 3% $(782.1K) | 0.90% | $24.1M | +128.24% | -45.90% | -95.33% | |
| 2330 - TAIWAN SEMICONDUCTOR MFG LTD | Reduce 1% $(246.6K) | 0.90% | $24.1M | +92.04% | -22.87% | -23.47% | |
| RNG - RINGCENTRAL INC | New Purchase | 0.83% | $22.3M | -85.98% | -44.73% | -77.38% | |
| CCSI - CONSENSUS CLOUD SOLUTIONS IN | New Purchase | 0.80% | $21.4M | -65.25% | -2.00% | +1.89% | |
| SHOP - SHOPIFY INC | Add 4% ($888.4K) | 0.80% | $21.4M | +26.41% | -52.12% | -56.17% | |
| ZBRA - ZEBRA TECHNOLOGIES CORPORATI | 0.78% | $20.8M | -39.82% | -22.43% | -36.80% | ||
| ALBO - ALBIREO PHARMA INC | Add 4% ($687.1K) | 0.74% | $19.8M | +29.85% | +71.56% | ||
| XOM - EXXON MOBIL CORP | 0.70% | $18.8M | +65.90% | +20.24% | +60.20% | ||
| BFH - ALLIANCE DATA SYSTEMS CORP | Reduce 1% $(88.2K) | 0.60% | $16.1M | -2.15% | -9.64% | -36.53% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($78.9K) | 0.55% | $14.8M | +49.74% | +10.84% | +0.14% | |
| FAST - FASTENAL CO | Reduce 2% $(323.0K) | 0.54% | $14.5M | +77.35% | +3.09% | -10.86% | |
| MA - MASTERCARD INCORPORATED | Add 1% ($71.5K) | 0.49% | $13.1M | +59.43% | +0.67% | +5.08% | |
| GPN - GLOBAL PMTS INC | New Purchase | 0.44% | $11.9M | -44.66% | -2.77% | -21.83% | |
| PLNT - PLANET FITNESS INC | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||