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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2023-01-20 (Q4 2022) | Holdings: 227 | 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 |
| V - VISA INC | Reduce 1% $(618.9K) | 4.19% | $75.8M | +53.10% | +4.41% | +21.71% | |
| DXCM - DEXCOM INC | Reduce 1% $(777.3K) | 3.67% | $66.3M | -30.04% | +14.71% | +19.87% | |
| FICO - FAIR ISAAC CORP | Reduce 2% $(1.5M) | 3.61% | $65.3M | +107.15% | +10.93% | +98.70% | |
| CSGP - COSTAR GROUP INC | 3.57% | $64.5M | +22.98% | -10.85% | +6.07% | ||
| LOW - LOWES COS INC | Reduce 1% $(404.9K) | 3.55% | $64.2M | +23.21% | +4.23% | +10.29% | |
| DVAX - DYNAVAX TECHNOLOGIES CORP | Add 1% ($484.2K) | 3.45% | $62.3M | -1.76% | -2.91% | +24.93% | |
| AAPL - APPLE INC | Reduce 2% $(1.0M) | 3.35% | $60.6M | +48.82% | +19.66% | +41.16% | |
| PGR - PROGRESSIVE CORP | Reduce 1% $(747.1K) | 3.35% | $60.5M | +95.91% | +7.48% | +34.44% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 1% ($340.9K) | 3.17% | $57.3M | +78.42% | +0.23% | +19.07% | |
| GOOGL - ALPHABET INC | Reduce 1% $(651.6K) | 2.92% | $52.8M | +99.94% | +7.62% | +49.05% | |
| INTU - INTUIT | Add 365% ($33.4M) | 2.36% | $42.6M | +95.06% | +11.59% | +58.43% | |
| LAD - LITHIA MTRS INC | Add 18% ($6.2M) | 2.23% | $40.3M | +25.25% | -6.01% | +26.31% | |
| SYK - STRYKER CORPORATION | Add 92% ($18.6M) | 2.14% | $38.8M | +52.14% | +18.66% | +23.45% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(279.4K) | 2.05% | $37.1M | +104.56% | +5.68% | +48.69% | |
| DV - DOUBLEVERIFY HLDGS INC | Reduce 7% $(2.9M) | 2.05% | $37.0M | -34.32% | +29.40% | +71.57% | |
| CRM - SALESFORCE INC | Reduce 10% $(4.2M) | 2.01% | $36.3M | +58.66% | +26.49% | +78.14% | |
| QNST - QUINSTREET INC | Reduce 4% $(1.5M) | 1.93% | $34.8M | +6.72% | -22.77% | -23.81% | |
| IDXX - IDEXX LABS INC | Add 28% ($7.5M) | 1.92% | $34.7M | +31.88% | +1.82% | +9.17% | |
| BL - BLACKLINE INC | Add 1% ($272.8K) | 1.89% | $34.1M | -21.23% | -10.59% | -12.01% | |
| ZTS - ZOETIS INC | Add 11% ($3.5M) | 1.87% | $33.8M | -7.62% | +9.16% | +18.81% | |
| XOM - EXXON MOBIL CORP | 1.85% | $33.5M | +2.76% | +2.87% | -11.89% | ||
| EW - EDWARDS LIFESCIENCES CORP | Reduce 10% $(3.5M) | 1.83% | $33.1M | -0.13% | +9.07% | -5.27% | |
| TGT - TARGET CORP | Reduce 1% $(177.7K) | 1.76% | $31.8M | -31.53% | +0.61% | -10.67% | |
| WDAY - WORKDAY INC | Add 9% ($2.6M) | 1.73% | $31.3M | +31.37% | +11.52% | +69.26% | |
| VEEV - VEEVA SYS INC | Add 3% ($939.7K) | 1.71% | $30.9M | +71.99% | +13.36% | +27.94% | |
| AMZN - AMAZON COM INC | Reduce 1% $(353.7K) | 1.66% | $30.0M | +119.10% | +9.64% | +58.65% | |
| ALBO - ALBIREO PHARMA INC | Add 22% ($5.2M) | 1.63% | $29.4M | ||||
| MSFT - MICROSOFT CORP | Reduce 3% $(814.2K) | 1.58% | $28.5M | +123.34% | +18.82% | +65.92% | |
| TDG - TRANSDIGM GROUP INC | Add 6% ($1.7M) | 1.56% | $28.2M | +130.45% | +13.59% | +65.17% | |
| ASML - ASML HOLDING N V | Add 195% ($18.4M) | 1.54% | $27.8M | +7.10% | -3.41% | +17.49% | |
| SIVBQ - SVB FINANCIAL GROUP | Reduce 7% $(1.8M) | 1.31% | $23.7M | -99.76% | -99.97% | ||
| LGND - LIGAND PHARMACEUTICALS INC | Reduce 31% $(9.4M) | 1.18% | $21.3M | +92.00% | +9.45% | +4.26% | |
| TDC - TERADATA CORP DEL | Reduce 4% $(820.1K) | 1.16% | $21.0M | -38.86% | +20.91% | +47.14% | |
| CCSI - CONSENSUS CLOUD SOLUTIONS IN | Add 3% ($502.8K) | 1.10% | $19.9M | -64.72% | -31.01% | -65.44% | |
| NFLX - NETFLIX INC | New Purchase | 1.09% | $19.7M | +235.91% | -4.02% | +42.14% | |
| KRNT - KORNIT DIGITAL LTD | Reduce 12% $(2.4M) | 0.97% | $17.5M | -21.91% | -30.33% | -33.10% | |
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Add 12% ($1.9M) | 0.97% | $17.5M | +161.59% | -6.58% | +25.06% | |
| META - META PLATFORMS INC | Reduce 20% $(4.0M) | 0.88% | $16.0M | +451.12% | +52.84% | +174.09% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.85% | $15.4M | +49.92% | +4.75% | +18.87% | ||
| TNDM - TANDEM DIABETES CARE INC | Reduce 32% $(6.8M) | 0.82% | $14.8M | -64.83% | -13.00% | -43.64% | |
| MORN - MORNINGSTAR INC | Reduce 3% $(525.5K) | 0.81% | $14.6M | +11.03% | -13.23% | +18.31% | |
| MA - MASTERCARD INCORPORATED | 0.70% | $12.6M | +52.46% | -0.24% | +17.43% | ||
| JNJ - JOHNSON & JOHNSON | 0.66% | $11.9M | +9.11% | -3.10% | -1.01% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 18% $(2.5M) | 0.66% | $11.8M | -12.85% | -4.69% | -18.10% | |
| NOW - SERVICENOW INC | New Purchase | 0.64% | $11.5M | +105.24% | +7.33% | +70.62% | |
| ZD - ZIFF DAVIS INC | 0.52% | $9.3M | -65.24% | -13.22% | -19.67% | ||
| ZBRA - ZEBRA TECHNOLOGIES CORPORATI | 0.49% | $8.9M | +1.38% | -3.55% | -14.71% | ||
| OABI - OMNIAB INC | New Purchase | 0.48% | $8.6M | -49.13% | -3.24% | +53.37% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.46% | $8.3M | +129.37% | +4.83% | +29.50% | |
| PEP - PEPSICO INC | 0.45% | $8.1M | -11.19% | +9.80% | -0.09% | ||
| FAST - FASTENAL CO | Reduce 100% | 0.00% | $0.00 | ||||
| ABMD - ABIOMED INC | Reduce 100% | 0.00% | $0.00 | ||||
| GPN - GLOBAL PMTS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SBNY - SIGNATURE BK NEW YORK N Y | Reduce 100% | 0.00% | $0.00 | ||||