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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2023-04-18 (Q1 2023) | Holdings: 228 | Value: $2.0B | 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 | 4.11% | $82.6M | +46.66% | +3.37% | +16.20% | ||
| AAPL - APPLE INC | 3.83% | $77.0M | +23.78% | +17.83% | +0.05% | ||
| FICO - FAIR ISAAC CORP | Reduce 1% $(842.5K) | 3.77% | $75.8M | +94.05% | +22.06% | +63.27% | |
| PGR - PROGRESSIVE CORP | Add 4% ($2.6M) | 3.45% | $69.4M | +79.34% | -15.04% | +55.24% | |
| LOW - LOWES COS INC | Add 7% ($4.3M) | 3.42% | $68.8M | +20.42% | +12.01% | +13.45% | |
| DXCM - DEXCOM INC | 3.37% | $67.7M | -36.47% | +12.51% | +10.05% | ||
| CSGP - COSTAR GROUP INC | Add 11% ($6.2M) | 3.17% | $63.7M | +39.08% | +31.95% | +21.36% | |
| GOOGL - ALPHABET INC | Reduce 1% $(406.5K) | 3.07% | $61.7M | +89.07% | +17.81% | +48.76% | |
| INTU - INTUIT | Add 24% ($11.9M) | 3.02% | $60.7M | +78.35% | +14.61% | +39.21% | |
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 2% ($1.3M) | 2.96% | $59.6M | +79.69% | +8.17% | +24.00% | |
| DVAX - DYNAVAX TECHNOLOGIES CORP | 2.85% | $57.3M | +1.92% | +31.99% | +7.86% | ||
| CRM - SALESFORCE INC | 2.72% | $54.6M | +27.18% | +19.39% | +37.91% | ||
| DV - DOUBLEVERIFY HLDGS INC | Add 5% ($2.8M) | 2.67% | $53.6M | -49.06% | +36.03% | -3.16% | |
| LAD - LITHIA MTRS INC | Add 8% ($3.8M) | 2.43% | $48.8M | +42.46% | +49.60% | +23.76% | |
| WDAY - WORKDAY INC | Add 21% ($8.2M) | 2.33% | $46.9M | +17.18% | +20.67% | +31.36% | |
| SYK - STRYKER CORPORATION | Add 3% ($1.2M) | 2.31% | $46.4M | +33.14% | +0.99% | +12.48% | |
| IDXX - IDEXX LABS INC | Add 9% ($3.8M) | 2.30% | $46.3M | +33.46% | +13.88% | -0.97% | |
| TDC - TERADATA CORP DEL | Add 82% ($20.5M) | 2.27% | $45.6M | -50.11% | +37.85% | -10.41% | |
| COST - COSTCO WHSL CORP NEW | 2.01% | $40.3M | +97.15% | +11.69% | +47.03% | ||
| ZTS - ZOETIS INC | Add 2% ($601.2K) | 1.94% | $39.0M | -13.80% | -1.59% | -14.82% | |
| TGT - TARGET CORP | Add 9% ($3.1M) | 1.91% | $38.4M | -31.34% | -16.89% | +8.21% | |
| QNST - QUINSTREET INC | 1.91% | $38.3M | +29.12% | -26.84% | +32.60% | ||
| AMZN - AMAZON COM INC | Add 1% ($204.1K) | 1.85% | $37.1M | +110.43% | +33.25% | +71.91% | |
| VEEV - VEEVA SYS INC | Add 1% ($318.7K) | 1.77% | $35.5M | +54.27% | +13.00% | +8.73% | |
| ASML - ASML HOLDING N V | 1.72% | $34.7M | +12.60% | +14.85% | +38.69% | ||
| MSFT - MICROSOFT CORP | Add 1% ($339.6K) | 1.72% | $34.6M | +87.81% | +24.43% | +40.70% | |
| BL - BLACKLINE INC | 1.69% | $34.0M | -12.59% | -7.03% | -7.87% | ||
| XOM - EXXON MOBIL CORP | 1.65% | $33.3M | -0.17% | -11.70% | +6.97% | ||
| TDG - TRANSDIGM GROUP INC | 1.65% | $33.1M | +103.78% | +16.45% | +61.79% | ||
| LGND - LIGAND PHARMACEUTICALS INC | Add 41% ($9.6M) | 1.65% | $33.1M | +78.70% | -10.60% | -4.18% | |
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Add 47% ($10.2M) | 1.59% | $32.0M | +177.23% | +19.90% | +50.21% | |
| META - META PLATFORMS INC | 1.40% | $28.2M | +259.60% | +48.03% | +125.59% | ||
| NFLX - NETFLIX INC | Add 4% ($949.7K) | 1.20% | $24.0M | +254.05% | +47.31% | +71.20% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.98% | $19.7M | -47.91% | +1.02% | +1.64% | |
| NOW - SERVICENOW INC | Add 26% ($3.5M) | 0.86% | $17.4M | +90.55% | +27.00% | +50.30% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($92.6K) | 0.77% | $15.5M | +43.33% | +5.74% | +25.08% | |
| EW - EDWARDS LIFESCIENCES CORP | Reduce 59% $(21.8M) | 0.74% | $14.9M | -6.72% | +7.85% | +1.17% | |
| KRNT - KORNIT DIGITAL LTD | Reduce 1% $(88.6K) | 0.73% | $14.7M | +7.93% | +69.67% | -12.89% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(97.0K) | 0.65% | $13.1M | +53.75% | +6.93% | +22.81% | |
| MORN - MORNINGSTAR INC | Reduce 4% $(588.4K) | 0.65% | $13.1M | +28.22% | +3.48% | +44.75% | |
| TNDM - TANDEM DIABETES CARE INC | Reduce 8% $(1.0M) | 0.61% | $12.3M | -61.63% | -19.98% | -22.92% | |
| PYPL - PAYPAL HLDGS INC | Reduce 3% $(345.6K) | 0.61% | $12.3M | -9.92% | -1.43% | -17.25% | |
| ZBRA - ZEBRA TECHNOLOGIES CORPORATI | Reduce 2% $(194.3K) | 0.54% | $10.9M | +1.58% | +6.87% | -10.01% | |
| JNJ - JOHNSON & JOHNSON | 0.52% | $10.5M | +13.09% | -1.27% | -5.88% | ||
| OABI - OMNIAB INC | Add 18% ($1.6M) | 0.52% | $10.4M | -41.21% | +49.28% | +34.58% | |
| ZD - ZIFF DAVIS INC | 0.46% | $9.2M | -60.68% | -1.36% | -31.94% | ||
| FAST - FASTENAL CO | New Purchase | 0.43% | $8.7M | +79.58% | +6.99% | +29.25% | |
| PEP - PEPSICO INC | 0.41% | $8.2M | -19.03% | +1.25% | -3.22% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(122.8K) | 0.40% | $8.0M | +117.73% | +9.97% | +35.05% | |
| LLY - LILLY ELI & CO | New Purchase | 0.37% | $7.5M | +110.22% | +22.72% | +97.65% | |
| CCSI - CONSENSUS CLOUD SOLUTIONS IN | Reduce 100% | 0.00% | $0.00 | ||||
| SIVBQ - SVB FINANCIAL GROUP | Reduce 100% | 0.00% | $0.00 | ||||
| ALBO - ALBIREO PHARMA INC | Reduce 100% | 0.00% | $0.00 | ||||