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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2022-10-14 (Q3 2022) | Holdings: 233 | Value: $1.7B | 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 | Add 1% ($419.3K) | 3.79% | $65.6M | +45.95% | -3.47% | +27.44% | |
| V - VISA INC | 3.78% | $65.3M | +85.28% | +20.16% | +30.11% | ||
| LOW - LOWES COS INC | Reduce 1% $(361.2K) | 3.52% | $60.9M | +31.14% | +9.58% | +5.23% | |
| DVAX - DYNAVAX TECHNOLOGIES CORP | Reduce 1% $(345.3K) | 3.51% | $60.7M | +1.00% | +2.81% | +31.07% | |
| CSGP - COSTAR GROUP INC | 3.37% | $58.3M | +35.60% | +11.81% | +14.62% | ||
| GOOGL - ALPHABET INC | Add 1887% ($55.1M) | 3.35% | $58.0M | +98.10% | -7.66% | +40.70% | |
| PGR - PROGRESSIVE CORP | Reduce 1% $(342.4K) | 3.18% | $54.9M | +114.25% | +12.03% | +34.93% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | 2.90% | $50.2M | +113.70% | +18.50% | +24.93% | ||
| DV - DOUBLEVERIFY HLDGS INC | Reduce 10% $(5.4M) | 2.88% | $49.7M | -43.81% | -14.05% | +2.83% | |
| DXCM - DEXCOM INC | Reduce 4% $(2.1M) | 2.76% | $47.7M | -24.09% | +10.16% | -20.58% | |
| FICO - FAIR ISAAC CORP | Reduce 1% $(328.4K) | 2.66% | $46.0M | +230.46% | +54.48% | +118.14% | |
| CRM - SALESFORCE INC | Add 2% ($654.5K) | 2.54% | $44.0M | +70.92% | +1.64% | +42.76% | |
| AMZN - AMAZON COM INC | Add 1% ($579.1K) | 2.36% | $40.9M | +94.12% | -12.77% | +20.38% | |
| EW - EDWARDS LIFESCIENCES CORP | Reduce 1% $(344.3K) | 2.35% | $40.6M | -5.43% | -5.88% | -14.94% | |
| LGND - LIGAND PHARMACEUTICALS INC | Add 2% ($943.1K) | 2.29% | $39.6M | +130.18% | +20.84% | -3.91% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(251.3K) | 2.23% | $38.6M | +113.05% | +5.63% | +24.89% | |
| SIVB - SVB FINANCIAL GROUP | Add 5% ($1.7M) | 2.15% | $37.2M | -20.83% | -99.97% | ||
| LAD - LITHIA MTRS INC | Add 16% ($4.9M) | 2.07% | $35.7M | +44.62% | +11.21% | +31.04% | |
| GPN - GLOBAL PMTS INC | Reduce 12% $(4.9M) | 2.04% | $35.3M | -28.58% | -0.87% | +3.18% | |
| TGT - TARGET CORP | 1.84% | $31.8M | -24.35% | +10.41% | -22.48% | ||
| ABMD - ABIOMED INC | Add 2% ($654.2K) | 1.79% | $30.9M | ||||
| ZTS - ZOETIS INC | Add 5% ($1.4M) | 1.78% | $30.7M | +2.42% | +8.69% | +20.12% | |
| VEEV - VEEVA SYS INC | Add 5% ($1.4M) | 1.77% | $30.6M | +82.12% | +5.88% | +37.15% | |
| BL - BLACKLINE INC | Reduce 1% $(204.4K) | 1.74% | $30.2M | -9.69% | +16.41% | -8.61% | |
| MSFT - MICROSOFT CORP | 1.65% | $28.4M | +128.98% | +2.21% | +42.42% | ||
| XOM - EXXON MOBIL CORP | 1.54% | $26.7M | +16.47% | +12.63% | +12.38% | ||
| QNST - QUINSTREET INC | Reduce 5% $(1.5M) | 1.54% | $26.6M | +45.04% | +39.36% | -7.36% | |
| WDAY - WORKDAY INC | Reduce 13% $(3.8M) | 1.51% | $26.1M | +57.11% | +16.40% | +50.57% | |
| KRNT - KORNIT DIGITAL LTD | Add 49% ($7.6M) | 1.34% | $23.1M | -24.49% | +5.59% | -40.04% | |
| TNDM - TANDEM DIABETES CARE INC | Add 5% ($1.1M) | 1.33% | $23.0M | -70.81% | -17.34% | -65.98% | |
| META - META PLATFORMS INC | Reduce 4% $(820.6K) | 1.30% | $22.5M | +489.14% | +3.88% | +146.47% | |
| TDG - TRANSDIGM GROUP INC | 1.28% | $22.1M | +195.43% | +29.59% | +64.55% | ||
| IDXX - IDEXX LABS INC | Add 1% ($192.6K) | 1.26% | $21.7M | +93.12% | +44.46% | +29.23% | |
| ALBO - ALBIREO PHARMA INC | Reduce 17% $(4.5M) | 1.25% | $21.7M | +101.75% | |||
| SBNY - SIGNATURE BK NEW YORK N Y | Add 192% ($13.7M) | 1.20% | $20.7M | -99.61% | -19.89% | -99.99% | |
| TDC - TERADATA CORP DEL | Add 8% ($1.6M) | 1.16% | $20.1M | -32.70% | +10.55% | +49.97% | |
| PYPL - PAYPAL HLDGS INC | Reduce 12% $(2.4M) | 1.00% | $17.4M | -17.99% | -3.05% | -31.08% | |
| CCSI - CONSENSUS CLOUD SOLUTIONS IN | 0.99% | $17.0M | -59.96% | +12.80% | -49.62% | ||
| SYK - STRYKER CORPORATION | Reduce 4% $(656.8K) | 0.97% | $16.7M | +84.35% | +21.13% | +25.76% | |
| MORN - MORNINGSTAR INC | 0.86% | $14.8M | +22.76% | +12.02% | +8.50% | ||
| 2330 - TAIWAN SEMICONDUCTOR MFG LTD | Add 3% ($365.5K) | 0.83% | $14.3M | +271.04% | +37.56% | +42.62% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.77% | $13.3M | +67.89% | +13.88% | +25.23% | ||
| JNJ - JOHNSON & JOHNSON | 0.64% | $11.0M | +12.27% | +4.88% | -2.02% | ||
| MA - MASTERCARD INCORPORATED | 0.60% | $10.3M | +94.75% | +27.14% | +36.62% | ||
| INTU - INTUIT | New Purchase | 0.53% | $9.1M | +99.18% | -0.57% | +38.56% | |
| ZBRA - ZEBRA TECHNOLOGIES CORPORATI | 0.53% | $9.1M | +15.26% | +11.83% | -18.12% | ||
| ZD - ZIFF DAVIS INC | 0.47% | $8.1M | -58.31% | +15.40% | -12.14% | ||
| FAST - FASTENAL CO | Reduce 1% $(109.9K) | 0.43% | $7.4M | +119.34% | +8.52% | +37.41% | |
| PEP - PEPSICO INC | 0.42% | $7.3M | -11.80% | +2.84% | -3.94% | ||
| ASML - ASML HOLDING N V | New Purchase | 0.41% | $7.2M | +79.13% | +67.29% | +54.42% | |
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| PLNT - PLANET FITNESS INC | Reduce 100% | 0.00% | $0.00 | ||||