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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2022-07-21 (Q2 2022) | Holdings: 238 | Value: $1.8B | 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 |
| DVAX - DYNAVAX TECHNOLOGIES CORP | 4.06% | $73.6M | -26.21% | -25.15% | -5.96% | ||
| V - VISA INC | 4.01% | $72.7M | +58.42% | -12.34% | +11.34% | ||
| GOOGL - ALPHABET INC | 3.67% | $66.5M | +76.43% | -7.64% | +9.49% | ||
| AAPL - APPLE INC | 3.56% | $64.5M | +32.68% | -3.69% | +24.78% | ||
| LOW - LOWES COS INC | Reduce 8% $(5.1M) | 3.15% | $57.0M | +29.41% | -3.18% | +21.99% | |
| PGR - PROGRESSIVE CORP | Add 14% ($6.8M) | 3.05% | $55.3M | +124.34% | +10.56% | +12.58% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 1% $(297.8K) | 2.89% | $52.3M | +96.17% | -5.91% | +18.72% | |
| CSGP - COSTAR GROUP INC | Add 81% ($22.6M) | 2.80% | $50.6M | +54.50% | +14.22% | +44.93% | |
| CRM - SALESFORCE INC | Add 27% ($10.7M) | 2.75% | $49.7M | +34.90% | -13.20% | +21.93% | |
| EW - EDWARDS LIFESCIENCES CORP | Add 6% ($2.8M) | 2.60% | $47.1M | -23.22% | -17.72% | -11.43% | |
| DXCM - DEXCOM INC | Add 299% ($34.5M) | 2.55% | $46.1M | -10.01% | +18.03% | +52.32% | |
| DV - DOUBLEVERIFY HLDGS INC | Add 40% ($13.0M) | 2.53% | $45.7M | -38.15% | +18.70% | +61.29% | |
| FICO - FAIR ISAAC CORP | Reduce 2% $(1.0M) | 2.49% | $45.1M | +188.87% | -10.56% | +79.54% | |
| SIVB - SVB FINANCIAL GROUP | 2.30% | $41.7M | -39.74% | -99.90% | |||
| GPN - GLOBAL PMTS INC | Add 5% ($2.0M) | 2.27% | $41.1M | -32.42% | -2.91% | -4.84% | |
| LGND - LIGAND PHARMACEUTICALS INC | Reduce 9% $(3.9M) | 2.21% | $40.0M | +121.12% | -8.37% | +8.90% | |
| LAD - LITHIA MTRS INC | Reduce 16% $(7.4M) | 2.18% | $39.5M | +12.28% | -28.52% | +9.75% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(471.1K) | 2.18% | $39.5M | +85.65% | -6.20% | +7.04% | |
| AMZN - AMAZON COM INC | Add 1608% ($35.6M) | 2.09% | $37.9M | +70.99% | -4.15% | +3.03% | |
| VEEV - VEEVA SYS INC | Add 12% ($3.9M) | 1.94% | $35.1M | +30.69% | -26.45% | -8.53% | |
| ZTS - ZOETIS INC | 1.88% | $34.0M | -16.41% | -17.14% | +3.86% | ||
| BL - BLACKLINE INC | Add 23% ($6.3M) | 1.86% | $33.8M | -19.61% | -22.61% | -17.40% | |
| MSFT - MICROSOFT CORP | 1.74% | $31.4M | +104.02% | -6.58% | +31.37% | ||
| ABMD - ABIOMED INC | Reduce 20% $(7.6M) | 1.68% | $30.4M | -8.72% | |||
| TGT - TARGET CORP | Reduce 40% $(20.1M) | 1.67% | $30.2M | -29.42% | +2.19% | -12.83% | |
| META - META PLATFORMS INC | 1.53% | $27.7M | +343.55% | -25.05% | +68.49% | ||
| WDAY - WORKDAY INC | Add 27% ($5.8M) | 1.51% | $27.4M | +50.04% | -1.33% | +48.80% | |
| TNDM - TANDEM DIABETES CARE INC | Reduce 1% $(394.6K) | 1.49% | $27.0M | -75.81% | -12.40% | -46.12% | |
| QNST - QUINSTREET INC | Reduce 2% $(625.7K) | 1.48% | $26.9M | +47.25% | +0.18% | -18.18% | |
| ALBO - ALBIREO PHARMA INC | Add 34% ($6.7M) | 1.48% | $26.8M | -22.44% | |||
| XOM - EXXON MOBIL CORP | 1.45% | $26.2M | +35.76% | +22.94% | +24.69% | ||
| IDXX - IDEXX LABS INC | 1.28% | $23.2M | +61.39% | -13.28% | +39.29% | ||
| TDG - TRANSDIGM GROUP INC | New Purchase | 1.24% | $22.5M | +168.82% | -5.96% | +52.87% | |
| TDC - TERADATA CORP DEL | New Purchase | 1.22% | $22.1M | -48.84% | -21.93% | +39.93% | |
| KRNT - KORNIT DIGITAL LTD | Reduce 1% $(162.2K) | 1.02% | $18.5M | -29.33% | -5.56% | +4.38% | |
| SYK - STRYKER CORPORATION | New Purchase | 0.94% | $17.1M | +97.71% | +11.37% | +48.07% | |
| MORN - MORNINGSTAR INC | Reduce 1% $(222.5K) | 0.93% | $16.9M | +5.54% | -15.02% | -14.78% | |
| 2330 - TAIWAN SEMICONDUCTOR MFG LTD | 0.92% | $16.6M | +177.02% | -29.58% | +14.22% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 24% $(5.0M) | 0.89% | $16.0M | -17.93% | +0.81% | -10.84% | |
| CCSI - CONSENSUS CLOUD SOLUTIONS IN | Reduce 10% $(1.7M) | 0.87% | $15.7M | -61.90% | +0.10% | -38.81% | |
| PLNT - PLANET FITNESS INC | Reduce 53% $(17.1M) | 0.85% | $15.3M | +36.60% | -28.09% | -16.73% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.75% | $13.6M | +61.12% | -0.22% | +21.36% | ||
| JNJ - JOHNSON & JOHNSON | 0.66% | $11.9M | +8.95% | +0.31% | +2.51% | ||
| MA - MASTERCARD INCORPORATED | 0.63% | $11.5M | +65.17% | -12.26% | +16.75% | ||
| ZBRA - ZEBRA TECHNOLOGIES CORPORATI | Reduce 1% $(55.9K) | 0.56% | $10.2M | -8.57% | -19.71% | -8.57% | |
| ZD - ZIFF DAVIS INC | Reduce 2% $(194.1K) | 0.49% | $8.8M | -63.71% | -8.85% | -13.63% | |
| SBNY - SIGNATURE BK NEW YORK N Y | New Purchase | 0.47% | $8.4M | -99.68% | -18.13% | -99.94% | |
| FAST - FASTENAL CO | New Purchase | 0.45% | $8.2M | +101.77% | -3.78% | +22.58% | |
| PEP - PEPSICO INC | New Purchase | 0.41% | $7.5M | -9.57% | +5.76% | +15.92% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.39% | $7.1M | +173.34% | +7.15% | +41.41% | |
| CVNA - CARVANA CO | Reduce 100% | 0.00% | $0.00 | ||||
| GH - GUARDANT HEALTH INC | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| PINS - PINTEREST INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZG - ZILLOW GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| RNG - RINGCENTRAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| ASML - ASML HOLDING N V | Reduce 100% | 0.00% | $0.00 | ||||