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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2024-04-15 (Q1 2024) | Holdings: 293 | Value: $3.3B | 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 |
| META - META PLATFORMS INC | Add 23% ($28.0M) | 4.50% | $147.7M | +53.95% | -1.57% | +1.21% | |
| AMZN - AMAZON COM INC | Add 16% ($16.6M) | 3.58% | $117.6M | +16.63% | +5.32% | -4.88% | |
| MSFT - MICROSOFT CORP | Add 43% ($32.8M) | 3.32% | $109.0M | +28.51% | +8.63% | -9.68% | |
| GOOGL - ALPHABET INC | Add 9% ($8.9M) | 3.31% | $108.5M | +27.01% | +19.42% | -0.08% | |
| V - VISA INC | Add 2% ($1.8M) | 3.18% | $104.4M | +25.86% | -0.29% | +23.38% | |
| PGR - PROGRESSIVE CORP | 3.05% | $100.2M | +19.43% | +1.17% | +35.21% | ||
| DXCM - DEXCOM INC | 2.85% | $93.7M | -44.22% | -14.21% | -49.20% | ||
| INTU - INTUIT | 2.77% | $91.0M | +26.34% | +8.71% | -3.55% | ||
| AAPL - APPLE INC | Add 2% ($1.5M) | 2.72% | $89.2M | +18.86% | +36.91% | +13.65% | |
| CSGP - COSTAR GROUP INC | 2.69% | $88.2M | +10.54% | -11.88% | -9.54% | ||
| ICE - INTERCONTINENTAL EXCHANGE IN | Reduce 1% $(549.9K) | 2.35% | $77.2M | +45.59% | +14.41% | +22.76% | |
| CRM - SALESFORCE INC | Add 2% ($1.6M) | 2.16% | $71.0M | -9.26% | -6.68% | -8.54% | |
| DVAX - DYNAVAX TECHNOLOGIES CORP | Reduce 1% $(631.9K) | 2.13% | $70.0M | -3.96% | -6.37% | -8.27% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($599.3K) | 2.11% | $69.4M | +32.44% | +18.63% | +35.47% | |
| NVDA - NVIDIA CORPORATION | 2.10% | $68.9M | +106.32% | +46.21% | +20.93% | ||
| DV - DOUBLEVERIFY HLDGS INC | Add 3% ($2.0M) | 2.05% | $67.2M | -49.82% | -34.75% | -60.88% | |
| NFLX - NETFLIX INC | Reduce 1% $(604.9K) | 2.00% | $65.5M | +88.95% | +8.04% | +58.29% | |
| SYK - STRYKER CORPORATION | 1.98% | $65.1M | +12.92% | -2.03% | +2.56% | ||
| LAD - LITHIA MTRS INC | Add 6% ($3.6M) | 1.96% | $64.3M | +16.44% | +7.13% | +10.51% | |
| WDAY - WORKDAY INC | 1.95% | $63.9M | -13.37% | -9.27% | -12.32% | ||
| TDG - TRANSDIGM GROUP INC | Add 6% ($3.5M) | 1.92% | $63.1M | +23.63% | +5.82% | +16.59% | |
| UBER - UBER TECHNOLOGIES INC | Add 89% ($27.5M) | 1.78% | $58.3M | +21.80% | +1.24% | -0.45% | |
| VEEV - VEEVA SYS INC | 1.74% | $57.0M | +40.10% | -6.84% | +9.84% | ||
| NOW - SERVICENOW INC | Add 5% ($2.6M) | 1.73% | $56.7M | +22.64% | +3.09% | +7.95% | |
| TDC - TERADATA CORP DEL | Add 20% ($9.4M) | 1.70% | $55.8M | -43.27% | -2.13% | -43.16% | |
| MA - MASTERCARD INCORPORATED | Add 43% ($16.7M) | 1.68% | $55.3M | +23.94% | -3.44% | +12.27% | |
| FICO - FAIR ISAAC CORP | Reduce 47% $(47.1M) | 1.62% | $53.1M | +16.66% | +40.26% | +65.02% | |
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | 1.57% | $51.6M | +70.93% | +35.25% | +11.20% | ||
| IDXX - IDEXX LABS INC | 1.54% | $50.7M | +30.84% | +1.81% | -17.99% | ||
| ASML - ASML HOLDING N V | 1.53% | $50.0M | -27.18% | +11.66% | -33.27% | ||
| ZTS - ZOETIS INC | 1.41% | $46.2M | -1.02% | +22.12% | -1.25% | ||
| KRNT - KORNIT DIGITAL LTD | Add 79% ($19.9M) | 1.37% | $45.1M | +21.01% | +2.27% | +20.50% | |
| TTD - THE TRADE DESK INC | Add 156% ($25.3M) | 1.26% | $41.5M | +8.27% | +24.63% | -40.19% | |
| LOW - LOWES COS INC | 1.20% | $39.3M | +6.75% | +5.76% | -4.62% | ||
| PINS - PINTEREST INC | Add 3% ($1.3M) | 1.16% | $38.1M | +19.48% | +25.26% | -21.79% | |
| XOM - EXXON MOBIL CORP | 1.08% | $35.5M | -6.42% | -2.15% | -9.91% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 85% ($13.8M) | 0.92% | $30.1M | -16.24% | -0.58% | -21.64% | |
| PODD - INSULET CORP | Add 58% ($10.6M) | 0.87% | $28.7M | +62.55% | +16.50% | +45.04% | |
| TNDM - TANDEM DIABETES CARE INC | Add 41% ($6.9M) | 0.72% | $23.8M | -52.01% | +48.84% | -45.33% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($317.5K) | 0.66% | $21.6M | +15.77% | +9.46% | +28.80% | |
| LLY - ELI LILLY & CO | Add 3% ($518.1K) | 0.64% | $20.9M | +2.77% | +25.48% | -1.60% | |
| MORN - MORNINGSTAR INC | Reduce 1% $(195.8K) | 0.56% | $18.2M | -11.54% | +5.16% | -7.19% | |
| ADBE - ADOBE INC | Add 65% ($6.9M) | 0.54% | $17.6M | -27.93% | +20.54% | -26.77% | |
| OABI - OMNIAB INC | 0.53% | $17.3M | -58.54% | -3.66% | -64.02% | ||
| LGND - LIGAND PHARMACEUTICALS INC | Reduce 1% $(140.0K) | 0.51% | $16.8M | +70.06% | +24.51% | +31.65% | |
| HD - HOME DEPOT INC | New Purchase | 0.51% | $16.7M | +18.00% | +10.35% | +5.28% | |
| EW - EDWARDS LIFESCIENCES CORP | Reduce 7% $(1.0M) | 0.43% | $14.0M | -11.06% | -1.53% | -20.08% | |
| ETN - EATON CORP PLC | New Purchase | 0.43% | $14.0M | +15.79% | +6.57% | -12.87% | |
| CDNS - CADENCE DESIGN SYSTEM INC | New Purchase | 0.42% | $13.6M | +20.60% | +4.29% | -13.27% | |
| LIN - LINDE PLC | New Purchase | 0.37% | $12.1M | +6.83% | +0.09% | +1.54% | |
| FAST - FASTENAL CO | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| BL - BLACKLINE INC | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||