Chicago Capital, LLC

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CIK 1740053

13F portfolio (2026-Q1)

$3.7B

Positions

352

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

352

Top 5

20.8%

Top 10

35.8%

Effective N

48.1

HHI

0.021

This quarter

17 new · 0 exit →

By sector

Information Technology28.9%

Health Care14.6%

Industrials13.0%

Financials12.6%

Communication Services12.1%

Consumer Discretionary11.1%

Unclassified3.5%

Energy1.6%

Other2.6%

By market cap

Mega (>$200B)43.8%

Large ($10–200B)39.0%

Unknown10.4%

Mid ($2–10B)5.1%

Small ($300M–2B)1.6%

Micro (<$300M)0.0%

By region

North America90.3%

Asia-Pacific3.6%

Other3.5%

Europe2.5%

Middle East0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Semiconductors & Semiconductor Equipment	12.13%	16
Commercial Services & Supplies	10.51%	16
Specialty Retail	10.30%	17
Software & IT Services	10.28%	11
Software	9.66%	24
Pharmaceuticals & Biotechnology	7.63%	16
Health Care Equipment & Supplies	6.80%	14
Technology Hardware & Equipment	5.15%	17
Unclassified	4.24%	50
Machinery	3.94%	15
Capital Markets	3.17%	13
Aerospace & Defense	2.34%	11
Insurance	1.90%	10
Media & Entertainment	1.83%	4
Oil, Gas & Consumable Fuels	1.59%	10
Electrical Equipment & Components	1.55%	6
Banks	1.47%	12
Construction & Engineering	1.21%	5
Utilities	0.72%	17
Chemicals	0.52%	10
Metals & Mining	0.39%	4
Hotels, Restaurants & Leisure	0.37%	6
Beverages	0.37%	2
Equity Real Estate Investment Trusts (REITs)	0.36%	7
Communications Equipment	0.25%	2
Distributors	0.24%	5
Automobiles & Components	0.17%	1
Health Care Providers & Services	0.15%	2
Professional Services	0.11%	2
Road & Rail	0.11%	4
Entertainment	0.10%	2
Diversified Telecommunication Services	0.10%	3
Real Estate Management & Development	0.09%	1
Paper & Forest Products	0.05%	3
Food Products	0.04%	4
Transportation Infrastructure	0.04%	1
Tobacco	0.03%	2
Household Durables	0.03%	2
Textiles, Apparel & Luxury Goods	0.01%	1
Agricultural Products	0.01%	1
Airlines	0.01%	1
Marine	0.01%	1
Construction Materials	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	GOOGL	Alphabet Inc.	Communication Services	5.06%
2	META	Meta Platforms, Inc.	Communication Services	4.38%
3	AMZN	AMAZON COM INC	Consumer Discretionary	4.14%
4	NVDA	NVIDIA CORP	Information Technology	3.69%
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	Information Technology	3.57%
6	V	VISA INC.	Financials	3.25%
7	AAPL	Apple Inc.	Information Technology	3.10%
8	MSFT	MICROSOFT CORP	Information Technology	3.06%
9	LGND	LIGAND PHARMACEUTICALS INC	Health Care	3.02%
10	UBER	Uber Technologies, Inc	Industrials	2.55%

303/352 names classified · sector 96.5% of weight · industry 95.8% · mkt cap 89.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 33 quarters

Information TechnologyAAPL, MSFT, TSM, NVDA, DV · other

FinancialsV, ICE, PGR, PYPL, SCHW · other

Health CareDXCM, ZTS, EW, LGND, TNDM · other

Consumer DiscretionaryAMZN, COST, LOW, LAD, TGT · other

IndustrialsCSGP, FICO, ASML, UBER, EVH · other

Communication ServicesGOOGL, META, ZD, NFLX, PLNT · other

EnergyXOM, CVX, BP, ENB, EOG · other

Real EstateIRM, AMT, EQIX, BN, RHP · other

MaterialsPG, ECL, LIN, CCJ, GLW · other

Consumer StaplesPEP, KO, MO, GIS, KHC · other

UtilitiesVST, DUK, LNT, EPD, AEP · other

UnclassifiedDYNAVAX TECHNOLOGIES CORP, KRNT, SVB FINANCIAL GROUP, ABIOMED INC, REALPAGE INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 96.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (262 classified)Chicago Capital, LLC centroid (Large Growth)

Information TechnologyHealth CareCommunication ServicesFinancialsConsumer DiscretionaryIndustrialsEnergyMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for Chicago Capital, LLC: centroid Large Growth. Heaviest cells: Large Growth 47.0%, Large Core 13.8%, Mid Growth 11.6%.

Classified: 86.7% of book weight (262/352 names) · unclassified 13.3%: TSM, ASML, PRCT, KRNT, BRK.B, SPY, IVV, VTI, SPOT, CCJ +80 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 352 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	GOOGLALPHABET INC	652,945	$188M	5.1%	TRIM −7%
2	METAMETA PLATFORMS INC	283,875	$162M	4.4%	HOLD
3	AMZNAMAZON COM INC	736,957	$153M	4.1%	HOLD
4	NVDANVIDIA CORPORATION	784,148	$137M	3.7%	HOLD
5	TSMTAIWAN SEMICONDUCTOR MFG LTD	391,673	$132M	3.6%	HOLD
6	VVISA INC	398,857	$121M	3.3%	HOLD
7	AAPLAPPLE INC	452,808	$115M	3.1%	HOLD
8	MSFTMICROSOFT CORP	306,720	$114M	3.1%	ADD 23%
9	LGNDLIGAND PHARMACEUTICALS INC	561,675	$112M	3.0%	HOLD
10	UBERUBER TECHNOLOGIES INC	1,312,859	$94M	2.5%	ADD 4%
11	VRTVERTIV HOLDINGS CO	368,970	$92M	2.5%	ADD 32%
12	ICEINTERCONTINENTAL EXCHANGE IN	582,454	$92M	2.5%	HOLD
13	ASMLASML HOLDING N V	65,166	$86M	2.3%	HOLD
14	LLYELI LILLY & CO	87,582	$81M	2.2%	ADD 11%
15	INTUINTUIT	182,827	$79M	2.1%	ADD 28%
16	MAMASTERCARD INCORPORATED	148,471	$74M	2.0%	HOLD
17	SYKSTRYKER CORPORATION	200,840	$66M	1.8%	ADD 2%
18	BURLBURLINGTON STORES INC	191,103	$62M	1.7%	ADD 5%
19	PGRPROGRESSIVE CORP	310,019	$61M	1.7%	HOLD
20	TDGTRANSDIGM GROUP INC	52,977	$61M	1.7%	TRIM −8%
21	COSTCOSTCO WHSL CORP NEW	58,514	$58M	1.6%	TRIM −6%
22	NFLXNETFLIX INC	573,500	$55M	1.5%	TRIM −14%
23	PRCTPROCEPT BIOROBOTICS CORP	2,160,587	$54M	1.5%	ADD 81%
24	XOMEXXON MOBIL CORP	305,727	$52M	1.4%	HOLD
25	VEEVVEEVA SYS INC	294,928	$52M	1.4%	ADD 5%
26	LADLITHIA MTRS INC	205,825	$51M	1.4%	ADD 4%
27	DXCMDEXCOM	737,625	$46M	1.2%	ADD 35%
28	NOWSERVICENOW INC	423,047	$44M	1.2%	ADD 8%
29	IDXXIDEXX LABS INC	77,381	$43M	1.2%	TRIM −9%
30	CSGPCOSTAR GROUP INC	1,055,620	$43M	1.1%	ADD 28%
31	PODDINSULET CORP	202,246	$42M	1.1%	ADD 11%
32	BEBLOOM ENERGY CORP	312,771	$42M	1.1%	HOLD
33	PWRQUANTA SVCS INC	74,840	$41M	1.1%	TRIM −5%
34	JPMJPMORGAN CHASE & CO	138,958	$41M	1.1%	HOLD
35	FICOFAIR ISAAC CORP	34,091	$36M	1.0%	ADD 16%
36	KRNTKORNIT DIGITAL LTD	2,458,821	$36M	1.0%	HOLD
37	PLTRPALANTIR TECHNOLOGIES INC	207,390	$30M	0.8%	HOLD
38	BRK.BBERKSHIRE HATHAWAY INC DEL	56,877	$27M	0.7%	HOLD
39	AMDADVANCED MICRO DEVICES INC	124,256	$25M	0.7%	ADD 3%
40	GOOGALPHABET INC	87,257	$25M	0.7%	TRIM −5%
41	ETNEATON CORP PLC	66,769	$24M	0.6%	TRIM −3%
42	LOWLOWES COS INC	95,828	$23M	0.6%	HOLD
43	APHAMPHENOL CORP	167,854	$21M	0.6%	ADD 22%
44	STXSEAGATE TECHNOLOGY HLDNGS PL	45,185	$18M	0.5%	ADD 33%
45	BSXBOSTON SCIENTIFIC CORP	268,870	$17M	0.5%	TRIM −54%
46	ISRGINTUITIVE SURGICAL INC	35,475	$16M	0.4%	TRIM −4%
47	TMOTHERMO FISHER SCIENTIFIC INC	32,657	$16M	0.4%	TRIM −9%
48	DELLDELL TECHNOLOGIES INC	97,301	$16M	0.4%	TRIM −21%
49	SPYSTATE STR SPDR S&P 500 ETF T	22,361	$15M	0.4%	HOLD
50	VSTVISTRA CORP	96,644	$15M	0.4%	ADD 41%
51	JNJJOHNSON & JOHNSON	57,845	$14M	0.4%	TRIM −4%
52	ORCLORACLE CORP	90,716	$13M	0.4%	HOLD
53	IVVISHARES TR	19,863	$13M	0.3%	HOLD
54	FASTFASTENAL CO	276,741	$13M	0.3%	HOLD
55	MORNMORNINGSTAR INC	74,162	$13M	0.3%	ADD 7%
56	VTIVANGUARD INDEX FDS	37,671	$12M	0.3%	HOLD
57	AVGOBROADCOM INC	36,210	$11M	0.3%	HOLD
58	SPOTSPOTIFY TECHNOLOGY S A	21,634	$10M	0.3%	TRIM −21%
59	CCJCAMECO CORP	87,183	$9M	0.3%	HOLD
60	ABBVABBVIE INC	43,026	$9M	0.3%	TRIM −2%
61	IRMIRON MTN INC DEL	83,951	$9M	0.2%	HOLD
62	AXONAXON ENTERPRISE INC	19,317	$8M	0.2%	TRIM −13%
63	CLSCELESTICA INC	28,240	$8M	0.2%	ADD 130%
64	RTXRTX CORPORATION	40,490	$8M	0.2%	TRIM −5%
65	PEPPEPSICO INC	48,243	$7M	0.2%	TRIM −11%
66	CEFSPROTT ASSET MANAGEMENT LP	155,365	$7M	0.2%	HOLD
67	ZBRAZEBRA TECHNOLOGIES CORPORATI	32,552	$7M	0.2%	HOLD
68	MELIMERCADOLIBRE INC	3,925	$7M	0.2%	TRIM −10%
69	PHYSSprott Physical Gold Trust	186,978	$7M	0.2%	HOLD
70	TSLATESLA INC	17,309	$6M	0.2%	ADD 9%
71	ITWILLINOIS TOOL WKS INC	23,332	$6M	0.2%	HOLD
72	KOCOCA COLA CO	79,693	$6M	0.2%	HOLD
73	TERTERADYNE INC	20,075	$6M	0.2%	NEW
74	IBMINTERNATIONAL BUSINESS MACHS	24,285	$6M	0.2%	ADD 15%
75	CRMSALESFORCE INC	31,354	$6M	0.2%	TRIM −11%
76	MSIMOTOROLA SOLUTIONS INC	13,247	$6M	0.2%	ADD 483%
77	PGPROCTER AND GAMBLE CO	39,792	$6M	0.2%	TRIM −5%
78	CATCATERPILLAR INC	7,893	$6M	0.2%	HOLD
79	MCDMCDONALDS CORP	17,831	$6M	0.1%	TRIM −6%
80	GEGE AEROSPACE	19,172	$5M	0.1%	HOLD
81	VRTXVERTEX PHARMACEUTICALS INC	12,119	$5M	0.1%	HOLD
82	HONHONEYWELL INTL INC	23,187	$5M	0.1%	HOLD
83	NTRANATERA INC	24,098	$5M	0.1%	ADD 60%
84	GWWWW GRAINGER INC	4,366	$5M	0.1%	HOLD
85	GEVGE VERNOVA INC	5,425	$5M	0.1%	HOLD
86	ABTABBOTT LABS	44,398	$5M	0.1%	TRIM −16%
87	GLWCORNING INC	33,209	$5M	0.1%	ADD 29%
88	ECLECOLAB INC	16,309	$4M	0.1%	TRIM −16%
89	ARMARM HOLDINGS PLC	28,427	$4M	0.1%	ADD 67%
90	AMGNAMGEN INC	12,214	$4M	0.1%	HOLD
91	AXPAMERICAN EXPRESS CO	13,934	$4M	0.1%	HOLD
92	ESLTELBIT SYS LTD	4,733	$4M	0.1%	ADD 5%
93	SBUXSTARBUCKS CORP	44,788	$4M	0.1%	HOLD
94	ADIANALOG DEVICES INC	12,398	$4M	0.1%	ADD 107%
95	WMWASTE MGMT INC DEL	16,731	$4M	0.1%	HOLD
96	BXBLACKSTONE INC	32,897	$4M	0.1%	HOLD
97	PAYXPAYCHEX INC	40,930	$4M	0.1%	HOLD
98	ADBEADOBE INC	15,479	$4M	0.1%	TRIM −47%
99	QCOMQUALCOMM INC	27,993	$4M	0.1%	TRIM −22%
100	CPRTCOPART INC	107,200	$4M	0.1%	ADD 16%
101	ANETARISTA NETWORKS INC	28,736	$4M	0.1%	ADD 4%
102	HUBBHUBBELL INC	7,136	$4M	0.1%	ADD 5%
103	ORLYOREILLY AUTOMOTIVE INC	37,800	$3M	0.1%	TRIM −6%
104	CMECME GROUP INC	11,776	$3M	0.1%	HOLD
105	BNBROOKFIELD CORP	84,844	$3M	0.1%	HOLD
106	VICRVICOR CORP	20,722	$3M	0.1%	ADD 194%
107	INTCINTEL CORP	74,072	$3M	0.1%	TRIM −7%
108	WMTWALMART INC	26,228	$3M	0.1%	TRIM −4%
109	MRKMERCK & CO INC	27,056	$3M	0.1%	HOLD
110	RMDRESMED INC	14,363	$3M	0.1%	TRIM −8%
111	HDHOME DEPOT INC	9,719	$3M	0.1%	HOLD
112	BABOEING CO	15,803	$3M	0.1%	ADD 4%
113	CCSICONSENSUS CLOUD SOLUTIONS IN	131,613	$3M	0.1%	HOLD
114	MUMICRON TECHNOLOGY INC	9,203	$3M	0.1%	ADD 8%
115	DISDISNEY WALT CO	32,144	$3M	0.1%	ADD 6%
116	CBCHUBB LIMITED	9,403	$3M	0.1%	TRIM −4%
117	VUGVANGUARD INDEX FDS	6,933	$3M	0.1%	HOLD
118	DHRDANAHER CORP DEL	15,791	$3M	0.1%	ADD 8%
119	VOOVANGUARD INDEX FDS	4,952	$3M	0.1%	ADD 3%
120	CSCOCISCO SYS INC	37,943	$3M	0.1%	HOLD
121	SPDWSPDR INDEX SHS FDS	58,000	$3M	0.1%	HOLD
122	AJGGALLAGHER ARTHUR J & CO	11,761	$3M	0.1%	HOLD
123	WFCWELLS FARGO CO NEW	30,504	$2M	0.1%	HOLD
124	MTZMASTEC INC	7,428	$2M	0.1%	ADD 12%
125	CVNACARVANA CO	7,441	$2M	0.1%	TRIM −3%
126	DEDEERE & CO	3,985	$2M	0.1%	ADD 57%
127	GPNGLOBAL PMTS INC	33,260	$2M	0.1%	HOLD
128	APDAIR PRODS & CHEMS INC	7,617	$2M	0.1%	TRIM −31%
129	MDTMEDTRONIC PLC	25,067	$2M	0.1%	ADD 12%
130	BRK.ABERKSHIRE HATHAWAY INC DEL	3	$2M	0.1%	HOLD
131	PFEPFIZER INC	75,495	$2M	0.1%	TRIM −32%
132	SPGIS&P GLOBAL INC	4,868	$2M	0.1%	TRIM −75%
133	TJXTJX COS INC NEW	12,923	$2M	0.1%	ADD 12%
134	EMREMERSON ELEC CO	15,092	$2M	0.1%	TRIM −8%
135	YUMYUM BRANDS INC	12,682	$2M	0.1%	HOLD
136	IDEVISHARES TR	23,355	$2M	0.1%	ADD 21%
137	CVXCHEVRON CORP NEW	9,402	$2M	0.1%	TRIM −11%
138	UNPUNION PAC CORP	7,960	$2M	0.1%	TRIM −6%
139	ACNACCENTURE PLC IRELAND	9,724	$2M	0.1%	ADD 12%
140	NTRSNORTHERN TR CORP	13,565	$2M	0.1%	TRIM −3%
141	FITBFIFTH THIRD BANCORP	40,617	$2M	0.1%	HOLD
142	GRMNGARMIN LTD	8,072	$2M	0.1%	NEW
143	BWXTBWX TECHNOLOGIES INC	9,060	$2M	0.0%	ADD 13%
144	DKSDICKS SPORTING GOODS INC	9,317	$2M	0.0%	HOLD
145	OTISOTIS WORLDWIDE CORP	23,958	$2M	0.0%	ADD 17%
146	VXUSVANGUARD STAR FDS	23,916	$2M	0.0%	HOLD
147	GSGOLDMAN SACHS GROUP INC	2,158	$2M	0.0%	ADD 10%
148	CMICUMMINS INC	3,355	$2M	0.0%	HOLD
149	ALCALCON AG	23,954	$2M	0.0%	ADD 14%
150	CMCSACOMCAST CORP NEW	62,158	$2M	0.0%	HOLD
151	VIGVANGUARD SPECIALIZED FUNDS	8,198	$2M	0.0%	HOLD
152	VGKVANGUARD INTL EQUITY INDEX F	20,978	$2M	0.0%	HOLD
153	ZTSZOETIS INC	14,486	$2M	0.0%	TRIM −26%
154	BNDVANGUARD BD INDEX FDS	22,195	$2M	0.0%	HOLD
155	PANWPALO ALTO NETWORKS INC	10,015	$2M	0.0%	ADD 162%
156	IFFINTERNATIONAL FLAVORS&FRAGRA	21,677	$2M	0.0%	ADD 8%
157	NKENIKE INC	29,068	$2M	0.0%	ADD 4%
158	BKNGBOOKING HOLDINGS INC	363	$2M	0.0%	ADD 12%
159	ABNBAIRBNB INC	12,095	$2M	0.0%	ADD 4%
160	QQQINVESCO QQQ TR	2,638	$2M	0.0%	HOLD
161	EWEDWARDS LIFESCIENCES CORP	18,984	$2M	0.0%	TRIM −4%
162	MARMARRIOTT INTL INC NEW	4,564	$1M	0.0%	HOLD
163	SHELSHELL PLC	15,901	$1M	0.0%	TRIM −17%
164	SCHWSCHWAB CHARLES CORP	15,529	$1M	0.0%	HOLD
165	CCICROWN CASTLE INC	17,815	$1M	0.0%	ADD 13%
166	MDBMONGODB INC	5,890	$1M	0.0%	ADD 2%
167	ITOTISHARES TR	9,960	$1M	0.0%	HOLD
168	ADPAUTOMATIC DATA PROCESSING IN	6,918	$1M	0.0%	TRIM −4%
169	IWOISHARES TR	4,466	$1M	0.0%	HOLD
170	PPGPPG INDS INC	12,979	$1M	0.0%	ADD 7%
171	VZVERIZON COMMUNICATIONS INC	27,344	$1M	0.0%	TRIM −8%
172	DDOMINION ENERGY INC	21,696	$1M	0.0%	HOLD
173	SNOWSNOWFLAKE INC	8,792	$1M	0.0%	ADD 3%
174	MCKMCKESSON CORP	1,523	$1M	0.0%	ADD 3%
175	TYLTYLER TECHNOLOGIES INC	3,813	$1M	0.0%	HOLD
176	IWFISHARES TR	3,047	$1M	0.0%	HOLD
177	OKEONEOK INC NEW	14,336	$1M	0.0%	TRIM −6%
178	XYZBLOCK INC	20,596	$1M	0.0%	TRIM −22%
179	BPBP PLC	26,276	$1M	0.0%	HOLD
180	WDAYWORKDAY INC	9,260	$1M	0.0%	TRIM −94%
181	GNRCGENERAC HLDGS INC	6,120	$1M	0.0%	TRIM −29%
182	DUKDUKE ENERGY CORP NEW	9,088	$1M	0.0%	TRIM −10%
183	EPDENTERPRISE PRODS PARTNERS L	31,178	$1M	0.0%	TRIM −10%
184	ALKTALKAMI TECHNOLOGY INC	73,785	$1M	0.0%	TRIM −96%
185	ZDZIFF DAVIS INC	26,647	$1M	0.0%	HOLD
186	RSPINVESCO EXCHANGE TRADED FD T	5,825	$1M	0.0%	NEW
187	SGOLETFS GOLD TR	24,740	$1M	0.0%	HOLD
188	PYPLPAYPAL HLDGS INC	24,331	$1M	0.0%	TRIM −51%
189	CPCANADIAN PACIFIC KANSAS CITY	13,882	$1M	0.0%	ADD 72%
190	FISVFISERV INC	19,471	$1M	0.0%	HOLD
191	TAT&T INC	35,932	$1M	0.0%	HOLD
192	IWMISHARES TR	4,197	$1M	0.0%	HOLD
193	CPTCAMDEN PPTY TR	10,634	$1M	0.0%	ADD 14%
194	LNTALLIANT ENERGY CORP	14,379	$1M	0.0%	HOLD
195	BLBLACKLINE INC	27,537	$1M	0.0%	HOLD
196	AONAON PLC	3,123	$1M	0.0%	ADD 52%
197	ELLAUDER ESTEE COS INC	13,912	$998,464	0.0%	ADD 45%
198	WECWEC ENERGY GROUP INC	8,564	$991,454	0.0%	TRIM −22%
199	WSOWATSCO INC	2,720	$989,617	0.0%	TRIM −10%
200	LMTLOCKHEED MARTIN CORP	1,635	$988,286	0.0%	TRIM −15%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

GOOGLALPHABET INC

755K

733K

713K

704K

703K

653K

$188M

METAMETA PLATFORMS INC

309K

292K

290K

292K

286K

284K

$162M

AMZNAMAZON COM INC

703K

700K

730K

734K

732K

737K

$153M

NVDANVIDIA CORPORATION

766K

798K

804K

801K

796K

784K

$137M

TSMTAIWAN SEMICONDUCTOR MFG LTD

383K

392K

399K

396K

397K

392K

$132M

VVISA INC

407K

410K

407K

403K

402K

399K

$121M

AAPLAPPLE INC

532K

468K

462K

461K

453K

$115M

MSFTMICROSOFT CORP

288K

278K

253K

251K

249K

307K

$114M

LGNDLIGAND PHARMACEUTICALS INC

552K

555K

572K

569K

561K

562K

$112M

UBERUBER TECHNOLOGIES INC

905K

1.2M

1.3M

$94M

VRTVERTIV HOLDINGS CO

110K

115K

275K

281K

279K

369K

$92M

ICEINTERCONTINENTAL EXCHANGE IN

568K

572K

577K

571K

580K

582K

$92M

ASMLASML HOLDING N V

62K

63K

66K

65K

$86M

LLYELI LILLY & CO

39K

86K

91K

78K

79K

88K

$81M

INTUINTUIT

146K

152K

143K

183K

$79M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Chicago Capital, LLC