Chicago Capital, LLC

CIK: 0001740053SEC EDGAR →

Portfolio Value

$4.0B

Holdings

355

As of

Q4 2025

New Positions

355

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	GOOGL ALPHABET INC	703,349	$220.1M	5.44%
2	META META PLATFORMS INC	286,475	$189.1M	4.67%
3	AMZN AMAZON COM INC	731,807	$168.9M	4.17%
4	NVDA NVIDIA CORPORATION	795,638	$148.4M	3.66%
5	V VISA INC	402,362	$141.1M	3.49%
6	AAPL APPLE INC	461,151	$125.4M	3.10%
7	TSM TAIWAN SEMICONDUCTOR MFG LTD	396,907	$120.6M	2.98%
8	MSFT MICROSOFT CORP	248,534	$120.2M	2.97%
9	LGND LIGAND PHARMACEUTICALS INC	561,423	$106.1M	2.62%
10	UBER UBER TECHNOLOGIES INC	1,261,155	$103.0M	2.55%

Quarterly Changes

Top Buys

GOOGLNEW

$220.1M

METANEW

$189.1M

AMZNNEW

$168.9M

NVDANEW

$148.4M

VNEW

$141.1M

Top Sells

No sells this quarter

New Positions (355)

GOOGL

$220.1M · 703K shares

META

$189.1M · 286K shares

AMZN

$168.9M · 732K shares

NVDA

$148.4M · 796K shares

$141.1M · 402K shares

AAPL

$125.4M · 461K shares

TSM

$120.6M · 397K shares

MSFT

$120.2M · 249K shares

LGND

$106.1M · 561K shares

UBER

$103.0M · 1.3M shares

INTU

$94.9M · 143K shares

ICE

$93.9M · 580K shares

$85.1M · 149K shares

$84.6M · 79K shares

$76.3M · 57K shares

$70.8M · 311K shares

$70.1M · 65K shares

$69.0M · 196K shares

$65.9M · 198K shares

$62.8M · 281K shares

$62.7M · 669K shares

$59.8M · 391K shares

$57.8M · 85K shares

$56.3M · 591K shares

$55.6M · 827K shares

$53.7M · 62K shares

$53.4M · 3.5M shares

$52.6M · 182K shares

$51.8M · 182K shares

$49.8M · 29K shares

$45.4M · 141K shares

$45.2M · 279K shares

$39.3M · 1.7M shares

$37.5M · 1.2M shares

$36.9M · 307K shares

$36.7M · 207K shares

$36.1M · 545K shares

$35.6M · 2.5M shares

$34.9M · 163K shares

$33.4M · 79K shares

$28.7M · 91K shares

$28.6M · 57K shares

$27.5M · 317K shares

$25.8M · 121K shares

$22.9M · 95K shares

$22.0M · 69K shares

$21.0M · 37K shares

$20.7M · 36K shares

$18.5M · 137K shares

$18.0M · 92K shares

$15.9M · 27K shares

$15.5M · 123K shares

$15.4M · 23K shares

$15.0M · 69K shares

$14.9M · 98K shares

$13.6M · 20K shares

$12.8M · 38K shares

$12.6M · 22K shares

$12.6M · 36K shares

$12.4M · 60K shares

$11.1M · 277K shares

$11.1M · 69K shares

$10.2M · 29K shares

$10.1M · 44K shares

$10.0M · 19K shares

$9.3M · 34K shares

$9.3M · 35K shares

$8.8M · 4K shares

$8.0M · 88K shares

$8.0M · 33K shares

$7.8M · 43K shares

$7.8M · 54K shares

$7.2M · 16K shares

$7.1M · 155K shares

$6.9M · 83K shares

$6.7M · 53K shares

$6.2M · 21K shares

$6.2M · 36K shares

$6.2M · 187K shares

$6.0M · 42K shares

$5.9M · 19K shares

MCD

$5.8M · 19K shares

ITW

$5.7M · 23K shares

$5.7M · 81K shares

VRTX

$5.5M · 12K shares

ECL

$5.1M · 19K shares

AXP

$5.1M · 14K shares

$5.0M · 32K shares

$4.7M · 42K shares

$4.6M · 23K shares

$4.5M · 8K shares

$4.4M · 4K shares

$3.9M · 12K shares

$3.9M · 85K shares

SBUX

$3.8M · 45K shares

RME

$3.8M · 16K shares

ORLY

$3.7M · 40K shares

$3.6M · 17K shares

$3.6M · 28K shares

$3.6M · 12K shares

$3.6M · 92K shares

$3.5M · 5K shares

$3.5M · 30K shares

$3.5M · 15K shares

$3.4M · 7K shares

$3.3M · 15K shares

$3.3M · 10K shares

$3.3M · 15K shares

CME

$3.2M · 12K shares

CVNA

$3.2M · 8K shares

$3.1M · 10K shares

$3.0M · 27K shares

$3.0M · 12K shares

$3.0M · 5K shares

$3.0M · 7K shares

$3.0M · 38K shares

$2.9M · 80K shares

$2.9M · 49K shares

$2.9M · 132K shares

$2.8M · 27K shares

$2.8M · 30K shares

$2.8M · 112K shares

$2.7M · 11K shares

$2.6M · 5K shares

$2.6M · 58K shares

$2.6M · 33K shares

$2.5M · 20K shares

$2.4M · 8K shares

$2.4M · 6K shares

$2.4M · 17K shares

$2.3M · 9K shares

$2.3M · 3 shares

$2.3M · 26K shares

$2.2M · 16K shares

$2.2M · 22K shares

$2.0M · 9K shares

$1.9M · 4K shares

$1.9M · 13K shares

$1.9M · 14K shares

$1.9M · 41K shares

$1.9M · 9K shares

$1.9M · 9K shares

$1.9M · 17K shares

$1.9M · 7K shares

$1.8M · 62K shares

$1.8M · 24K shares

$1.8M · 8K shares

$1.8M · 20K shares

$1.8M · 12K shares

$1.8M · 28K shares

$1.8M · 21K shares

$1.7M · 10K shares

$1.7M · 324 shares

$1.7M · 4K shares

$1.7M · 2K shares

XYZ

$1.7M · 26K shares

CMI

$1.7M · 3K shares

$1.7M · 20K shares

$1.7M · 21K shares

$1.6M · 22K shares

$1.6M · 6K shares

$1.6M · 3K shares

$1.6M · 11K shares

$1.6M · 19K shares

$1.6M · 12K shares

$1.5M · 16K shares

$1.5M · 28K shares

$1.5M · 10K shares

$1.4M · 4K shares

$1.4M · 7K shares

$1.4M · 3K shares

$1.4M · 5K shares

$1.4M · 19K shares

$1.4M · 16K shares

$1.4M · 8K shares

$1.4M · 20K shares

$1.3M · 20K shares

$1.3M · 13K shares

$1.3M · 21K shares

$1.2M · 12K shares

$1.2M · 1K shares

$1.2M · 30K shares

$1.2M · 10K shares

$1.2M · 3K shares

$1.2M · 9K shares

$1.2M · 11K shares

$1.1M · 15K shares

$1.1M · 35K shares

$1.1M · 10K shares

$1.0M · 7K shares

$1.0M · 5K shares

$1.0M · 4K shares

$1.0M · 9K shares

$1.0M · 25K shares

$1.0M · 3K shares

$1.0M · 10K shares

$998K · 7K shares

$992K · 57K shares

$980K · 4K shares

$970K · 1K shares

$936K · 27K shares

$934K · 14K shares

$934K · 5K shares

$933K · 2K shares

$933K · 17K shares

$922K · 1K shares

$912K · 26K shares

$900K · 36K shares

$897K · 4K shares

$896K · 10K shares

$871K · 2K shares

$859K · 24K shares

$851K · 7K shares

$850K · 5K shares

$848K · 11K shares

$847K · 2K shares

$834K · 5K shares

$805K · 6K shares

$805K · 2K shares

$804K · 14K shares

GQ9

$802K · 2K shares

CAH

$781K · 4K shares

VICR

$771K · 7K shares

$752K · 3K shares

$748K · 14K shares

$726K · 2K shares

$706K · 5K shares

$703K · 4K shares

$698K · 4K shares

$696K · 13K shares

$691K · 3K shares

$665K · 1K shares

$643K · 43K shares

$641K · 3K shares

$636K · 4K shares

$624K · 12K shares

$599K · 2K shares

$595K · 8K shares

$594K · 12K shares

$594K · 3K shares

$594K · 9K shares

$586K · 12K shares

$575K · 3K shares

$573K · 4K shares

$567K · 24K shares

$567K · 6K shares

$562K · 6K shares

$562K · 4K shares

$555K · 6K shares

$555K · 2K shares

$550K · 8K shares

$550K · 8K shares

$546K · 6K shares

$541K · 7K shares

$533K · 21K shares

$526K · 10K shares

$522K · 6K shares

$519K · 2K shares

$515K · 8K shares

$506K · 8K shares

$504K · 5K shares

$502K · 2K shares

$502K · 4K shares

$495K · 9K shares

$489K · 457 shares

$477K · 2K shares

$465K · 3K shares

$456K · 2K shares

$452K · 2K shares

$449K · 5K shares

$436K · 1K shares

$427K · 1K shares

$423K · 2K shares

$416K · 8K shares

$416K · 1K shares

$416K · 4K shares

$411K · 5K shares

$405K · 9K shares

$398K · 7K shares

$397K · 4K shares

$397K · 9K shares

$396K · 4K shares

$395K · 5K shares

$393K · 8K shares

$386K · 2K shares

$383K · 7K shares

$374K · 6K shares

$364K · 3K shares

$364K · 8K shares

$359K · 5K shares

$359K · 6K shares

$358K · 731 shares

$358K · 4K shares

$350K · 1K shares

$347K · 7K shares

$338K · 2K shares

$334K · 4K shares

$331K · 5K shares

$331K · 4K shares

$327K · 991 shares

$324K · 7K shares

$323K · 1K shares

$322K · 13K shares

$319K · 16K shares

$319K · 5K shares

$313K · 7K shares

$302K · 645 shares

$297K · 2K shares

$291K · 5K shares

$286K · 380 shares

$283K · 7K shares

$282K · 2K shares

$282K · 939 shares

$275K · 500 shares

$273K · 7K shares

$273K · 2K shares

$272K · 2K shares

$267K · 2K shares

$263K · 2K shares

$257K · 2K shares

$254K · 5K shares

$253K · 2K shares

$247K · 3K shares

$244K · 2K shares

$244K · 2K shares

$242K · 1K shares

$241K · 315 shares

$238K · 1K shares

$236K · 5K shares

$234K · 1K shares

$233K · 4K shares

$232K · 2K shares

$231K · 682 shares

$227K · 3K shares

$226K · 8K shares

$224K · 1K shares

$224K · 9K shares

$223K · 5K shares

$222K · 2K shares

$221K · 591 shares

$220K · 272 shares

$220K · 692 shares

$218K · 4K shares

$216K · 6K shares

$215K · 1K shares

$214K · 3K shares

$210K · 920 shares

$209K · 470 shares

$208K · 2K shares

$206K · 1K shares

$201K · 1K shares

$185K · 27K shares

$131K · 18K shares

$64K · 12K shares

$63K · 10K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	70	$1.2B	30.0%
Healthcare	39	$688.5M	17.0%
Financial Services	71	$581.3M	14.4%
Communication Services	14	$534.2M	13.2%
Consumer Cyclical	27	$353.8M	8.7%
Industrials	54	$272.4M	6.7%
Unknown	25	$178.3M	4.4%
Consumer Defensive	12	$80.4M	2.0%
Real Estate	8	$65.8M	1.6%
Energy	12	$45.0M	1.1%
Utilities	15	$23.5M	0.6%
Basic Materials	8	$11.9M	0.3%