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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2022-04-21 (Q1 2022) | Holdings: 252 | Value: $2.3B | 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 |
| GOOGL - ALPHABET INC | Add 2% ($1.3M) | 3.64% | $84.5M | +56.67% | -13.68% | -15.22% | |
| AAPL - APPLE INC | Reduce 10% $(9.6M) | 3.54% | $82.2M | +24.04% | -7.30% | -0.08% | |
| V - VISA INC | Add 4% ($3.0M) | 3.53% | $82.0M | +59.96% | -0.99% | +8.49% | |
| DXCM - DEXCOM INC | Add 6% ($4.1M) | 3.41% | $79.3M | -35.35% | -28.22% | +6.09% | |
| TGT - TARGET CORP | Add 1% ($639.2K) | 3.25% | $75.5M | -54.20% | -35.76% | -31.97% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 1% ($713.1K) | 3.18% | $73.9M | +62.68% | -17.38% | -8.97% | |
| LOW - LOWES COS INC | Add 1% ($643.0K) | 3.09% | $71.9M | +24.22% | -3.64% | +5.08% | |
| AMZN - AMAZON COM INC | Add 2% ($1.5M) | 2.93% | $68.0M | +44.18% | -17.42% | -28.36% | |
| DVAX - DYNAVAX TECHNOLOGIES CORP | Add 2% ($1.3M) | 2.73% | $63.5M | +13.31% | +50.20% | +11.18% | |
| SIVB - SVB FINANCIAL GROUP | Add 1% ($781.5K) | 2.54% | $59.1M | -37.04% | -99.87% | ||
| LGND - LIGAND PHARMACEUTICALS INC | Add 13% ($6.2M) | 2.38% | $55.3M | +114.70% | -6.44% | +22.75% | |
| EW - EDWARDS LIFESCIENCES CORP | Add 3% ($1.8M) | 2.36% | $54.9M | -36.10% | -17.28% | -28.40% | |
| TNDM - TANDEM DIABETES CARE INC | Add 1% ($471.7K) | 2.32% | $53.8M | -86.33% | -43.99% | -66.72% | |
| FICO - FAIR ISAAC CORP | Add 16% ($7.6M) | 2.31% | $53.6M | +247.14% | +20.87% | +84.43% | |
| LAD - LITHIA MTRS INC | Add 14% ($6.5M) | 2.20% | $51.2M | +4.21% | -9.43% | -22.43% | |
| ABMD - ABIOMED INC | Add 1% ($578.3K) | 2.19% | $50.9M | -9.99% | |||
| CRM - SALESFORCE COM INC | Add 8% ($3.6M) | 2.16% | $50.2M | +40.49% | +2.68% | +9.69% | |
| KRNT - KORNIT DIGITAL LTD | Add 1% ($539.9K) | 2.09% | $48.6M | -72.18% | -62.01% | -74.93% | |
| GPN - GLOBAL PMTS INC | Add 303% ($36.4M) | 2.08% | $48.4M | -42.74% | -15.72% | -22.62% | |
| COST - COSTCO WHSL CORP NEW | Reduce 28% $(18.7M) | 2.07% | $48.0M | +67.17% | -10.12% | -12.77% | |
| PGR - PROGRESSIVE CORP | Add 2% ($1.1M) | 2.05% | $47.6M | +122.56% | -1.14% | +20.66% | |
| RNG - RINGCENTRAL INC | Add 217% ($30.2M) | 1.90% | $44.1M | -74.66% | -40.81% | -69.44% | |
| PLNT - PLANET FITNESS INC | New Purchase | 1.73% | $40.3M | +32.48% | -3.75% | -4.56% | |
| META - META PLATFORMS INC | Reduce 5% $(2.0M) | 1.65% | $38.4M | +303.24% | -11.08% | +11.78% | |
| MSFT - MICROSOFT CORP | Add 3% ($951.4K) | 1.63% | $37.8M | +92.56% | -7.35% | +1.01% | |
| ZTS - ZOETIS INC | Reduce 25% $(12.2M) | 1.61% | $37.3M | -17.88% | -2.90% | -3.26% | |
| WDAY - WORKDAY INC | Add 2% ($578.8K) | 1.59% | $37.0M | +5.90% | -30.33% | -10.99% | |
| DV - DOUBLEVERIFY HLDGS INC | Add 58% ($13.4M) | 1.56% | $36.3M | -30.77% | +7.29% | +35.29% | |
| IDXX - IDEXX LABS INC | Reduce 5% $(2.0M) | 1.56% | $36.1M | +31.06% | -19.66% | +2.82% | |
| PYPL - PAYPAL HLDGS INC | Add 19% ($5.5M) | 1.50% | $34.9M | -24.04% | -9.23% | -16.80% | |
| VEEV - VEEVA SYS INC | Add 4% ($1.4M) | 1.44% | $33.4M | +50.34% | +14.19% | -0.45% | |
| QNST - QUINSTREET INC | Add 11% ($3.1M) | 1.36% | $31.7M | +52.47% | +0.56% | +8.11% | |
| CSGP - COSTAR GROUP INC | Add 1% ($445.4K) | 1.33% | $30.9M | +55.07% | -0.74% | +12.83% | |
| PINS - PINTEREST INC | Add 73% ($12.9M) | 1.32% | $30.6M | +95.28% | -9.04% | +38.77% | |
| BL - BLACKLINE INC | Add 8% ($2.1M) | 1.30% | $30.2M | -17.84% | -1.36% | -9.39% | |
| ALBO - ALBIREO PHARMA INC | Add 19% ($4.8M) | 1.30% | $30.2M | -27.15% | |||
| XOM - EXXON MOBIL CORP | 1.09% | $25.4M | +38.56% | +1.51% | +41.33% | ||
| CCSI - CONSENSUS CLOUD SOLUTIONS IN | Add 8% ($1.8M) | 1.03% | $24.0M | -64.24% | -4.14% | -30.95% | |
| 2330 - TAIWAN SEMICONDUCTOR MFG LTD | Add 1% ($284.4K) | 0.91% | $21.2M | +150.58% | -10.67% | -11.28% | |
| MORN - MORNINGSTAR INC | Reduce 40% $(13.1M) | 0.83% | $19.4M | -2.67% | -9.31% | -24.52% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.75% | $17.5M | +35.36% | -16.62% | -4.93% | ||
| ASML - ASML HOLDING N V | New Purchase | 0.72% | $16.7M | +15.79% | -12.63% | +3.26% | |
| GH - GUARDANT HEALTH INC | Add 1% ($111.4K) | 0.70% | $16.3M | -30.05% | -26.62% | -65.05% | |
| ZG - ZILLOW GROUP INC | New Purchase | 0.68% | $15.8M | +89.87% | -12.67% | +3.98% | |
| ZBRA - ZEBRA TECHNOLOGIES CORPORATI | 0.62% | $14.5M | -22.32% | -16.14% | -26.02% | ||
| MA - MASTERCARD INCORPORATED | 0.56% | $13.0M | +60.09% | -4.46% | +4.61% | ||
| CVNA - CARVANA CO | Add 1% ($68.0K) | 0.54% | $12.5M | +296.72% | -71.29% | -90.53% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.51% | $11.9M | +3.11% | -5.07% | -7.87% | |
| ZD - ZIFF DAVIS INC | Reduce 84% $(59.9M) | 0.50% | $11.7M | -68.57% | -14.37% | -21.61% | |
| NFLX - NETFLIX INC | Reduce 71% $(26.0M) | 0.45% | $10.5M | +421.33% | +0.12% | +49.43% | |
| SHOP - SHOPIFY INC | Reduce 100% | 0.00% | $0.00 | ||||
| FAST - FASTENAL CO | Reduce 100% | 0.00% | $0.00 | ||||
| TRU - TRANSUNION | Reduce 100% | 0.00% | $0.00 | ||||
| BFH - ALLIANCE DATA SYSTEMS CORP | Reduce 100% | 0.00% | $0.00 | ||||