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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2024-08-06 (Q2 2024) | Holdings: 307 | Value: $3.4B | 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 1% ($1.9M) | 4.62% | $155.3M | +52.26% | +17.72% | ||
| AMZN - AMAZON COM INC | Add 6% ($7.6M) | 3.97% | $133.6M | +28.34% | +26.12% | ||
| GOOGL - ALPHABET INC | Add 2% ($2.2M) | 3.96% | $133.1M | +21.31% | +12.24% | ||
| MSFT - MICROSOFT CORP | Add 4% ($4.6M) | 3.58% | $120.4M | +30.14% | +4.30% | ||
| AAPL - APPLE INC | Add 5% ($5.4M) | 3.42% | $115.0M | -1.46% | +10.07% | ||
| V - VISA INC | Add 3% ($2.9M) | 3.00% | $101.0M | +30.90% | +18.01% | ||
| NVDA - NVIDIA CORPORATION | Add 902% ($85.0M) | 2.81% | $94.4M | +65.40% | +38.11% | ||
| INTU - INTUIT | Add 1% ($1.1M) | 2.77% | $93.1M | +24.28% | +8.40% | ||
| PGR - PROGRESSIVE CORP | Reduce 16% $(16.2M) | 2.51% | $84.5M | +16.05% | +19.55% | ||
| COST - COSTCO WHSL CORP NEW | 2.40% | $80.8M | +15.09% | +11.05% | |||
| ICE - INTERCONTINENTAL EXCHANGE IN | 2.29% | $77.0M | +25.08% | +3.32% | |||
| DXCM - DEXCOM INC | 2.28% | $76.8M | +4.80% | -4.30% | |||
| CSGP - COSTAR GROUP INC | 2.01% | $67.6M | +30.65% | +3.23% | |||
| CRM - SALESFORCE INC | Add 10% ($6.1M) | 1.98% | $66.7M | +2.61% | +28.30% | ||
| TDG - TRANSDIGM GROUP INC | Add 1% ($452.3K) | 1.96% | $65.9M | +19.59% | +12.20% | ||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | 1.95% | $65.6M | +45.54% | +24.90% | |||
| FICO - FAIR ISAAC CORP | 1.88% | $63.1M | -19.97% | +29.66% | |||
| SYK - STRYKER CORPORATION | Add 2% ($1.2M) | 1.87% | $63.0M | +18.79% | +14.57% | ||
| DVAX - DYNAVAX TECHNOLOGIES CORP | Reduce 1% $(453.0K) | 1.87% | $62.9M | +4.21% | +12.34% | ||
| UBER - UBER TECHNOLOGIES INC | Add 10% ($5.5M) | 1.80% | $60.6M | +36.35% | +11.55% | ||
| ASML - ASML HOLDING N V | Add 15% ($7.8M) | 1.80% | $60.6M | -20.69% | -22.63% | ||
| NOW - SERVICENOW INC | Add 3% ($1.8M) | 1.79% | $60.2M | +12.35% | +26.02% | ||
| NFLX - NETFLIX INC | Reduce 19% $(14.1M) | 1.74% | $58.7M | +86.32% | +29.29% | ||
| LAD - LITHIA MTRS INC | 1.61% | $54.1M | +5.27% | +29.80% | |||
| WDAY - WORKDAY INC | Add 2% ($1.2M) | 1.59% | $53.6M | +5.46% | +20.92% | ||
| MA - MASTERCARD INCORPORATED | Add 5% ($2.6M) | 1.58% | $53.2M | +26.36% | +15.10% | ||
| TTD - THE TRADE DESK INC | Add 11% ($5.2M) | 1.53% | $51.6M | +1.56% | +53.48% | ||
| PINS - PINTEREST INC | 1.44% | $48.4M | +33.01% | +16.08% | |||
| ZTS - ZOETIS INC | 1.41% | $47.5M | -20.49% | -6.10% | |||
| IDXX - IDEXX LABS INC | 1.36% | $45.7M | +36.08% | -8.21% | |||
| VEEV - VEEVA SYS INC | 1.34% | $44.9M | +49.73% | +18.84% | |||
| LGND - LIGAND PHARMACEUTICALS INC | Add 124% ($24.0M) | 1.29% | $43.4M | +35.15% | +29.90% | ||
| KRNT - KORNIT DIGITAL LTD | Add 15% ($5.4M) | 1.24% | $41.8M | +29.07% | +104.71% | ||
| TDC - TERADATA CORP DEL | Reduce 29% $(14.3M) | 1.06% | $35.6M | -20.29% | +15.48% | ||
| XOM - EXXON MOBIL CORP | Add 1% ($260.4K) | 1.05% | $35.4M | -3.87% | +5.78% | ||
| LOW - LOWES COS INC | Reduce 1% $(234.8K) | 1.00% | $33.8M | +0.15% | +10.65% | ||
| TNDM - TANDEM DIABETES CARE INC | Add 22% ($6.0M) | 0.98% | $33.1M | -61.29% | -14.87% | ||
| PODD - INSULET CORP | Reduce 3% $(880.0K) | 0.98% | $32.9M | +47.89% | +28.94% | ||
| BURL - BURLINGTON STORES INC | New Purchase | 0.81% | $27.3M | +10.28% | +3.43% | ||
| LLY - ELI LILLY & CO | 0.72% | $24.4M | -0.91% | +2.60% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 6% ($1.3M) | 0.66% | $22.1M | +8.95% | +7.99% | ||
| ADBE - ADOBE INC | Add 13% ($2.5M) | 0.65% | $21.8M | -34.98% | -3.84% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 25% $(7.2M) | 0.64% | $21.4M | -22.14% | -7.44% | ||
| ETN - EATON CORP PLC | Add 38% ($5.3M) | 0.58% | $19.3M | +26.32% | +26.87% | ||
| GOOG - ALPHABET INC | New Purchase | 0.51% | $17.3M | +20.23% | +11.81% | ||
| MORN - MORNINGSTAR INC | Reduce 1% $(214.8K) | 0.51% | $17.3M | -13.27% | +13.09% | ||
| DELL - DELL TECHNOLOGIES INC | New Purchase | 0.48% | $16.1M | +47.01% | +53.10% | ||
| HD - HOME DEPOT INC | Add 7% ($1.0M) | 0.48% | $16.1M | +11.13% | +13.14% | ||
| PRCT - PROCEPT BIOROBOTICS CORP | New Purchase | 0.42% | $14.2M | -21.85% | +56.29% | ||
| CDNS - CADENCE DESIGN SYSTEM INC | Add 4% ($501.3K) | 0.42% | $14.0M | +34.66% | +12.70% | ||
| EW - EDWARDS LIFESCIENCES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| OABI - OMNIAB INC | Reduce 100% | 0.00% | $0.00 | ||||
| DV - DOUBLEVERIFY HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| LIN - LINDE PLC | Reduce 100% | 0.00% | $0.00 | ||||