Chicago Capital, LLC
Chicago IL · SEC CIK 0001740053
$37.09亿2026Q1 申报市值
355持仓数
35.8%前十大占比 · 第一大 5.1%
19 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PRCT 加仓+$2,424.95万
VRT 加仓+$2,254.24万
MSFT 加仓+$2,153.87万
INTU 加仓+$1,710.15万
DXCM 加仓+$1,212.18万
2026Q1 卖出最多 按季末市值估算
DYNAVAX TECHNOLO 清仓-$5,336.21万
ALKT 减仓-$2,550.68万
BSX 减仓-$2,020.48万
WDAY 减仓-$1,991.99万
GOOGL 减仓-$1,449.42万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $585.29万 | 0.16% | 31,354 | -3,692 | -10.5% | -$68.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $588.65万 | 0.16% | 24,285 | 3,238 | 15.4% | $78.49万 | 加仓 |
| TER | TERADYNE INC | $595.14万 | 0.16% | 20,075 | 20,075 | — | $595.14万 | 新建仓 |
| KO | COCA COLA CO | $606.06万 | 0.16% | 79,693 | -1,474 | -1.8% | -$11.21万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $607.31万 | 0.16% | 23,332 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $643.46万 | 0.17% | 17,309 | 1,400 | 8.8% | $52.05万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $662.65万 | 0.18% | 186,978 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $678.64万 | 0.18% | 3,925 | -455 | -10.4% | -$78.67万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $680.60万 | 0.18% | 32,552 | -309 | -0.9% | -$6.46万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $741.40万 | 0.20% | 155,365 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $749.16万 | 0.20% | 48,243 | -5,989 | -11.0% | -$93.00万 | 减仓 |
| RTX | RTX CORPORATION | $781.06万 | 0.21% | 40,490 | -2,196 | -5.1% | -$42.36万 | 减仓 |
| CLS | CELESTICA INC | $795.46万 | 0.21% | 28,240 | 15,982 | 130.4% | $450.18万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $820.37万 | 0.22% | 19,317 | -2,828 | -12.8% | -$120.10万 | 减仓 |
| IRM | IRON MTN INC DEL | $857.48万 | 0.23% | 83,951 | 789 | 0.9% | $8.06万 | 加仓 |
| ABBV | ABBVIE INC | $935.78万 | 0.25% | 43,026 | -1,086 | -2.5% | -$23.62万 | 减仓 |
| CCJ | CAMECO CORP | $946.89万 | 0.26% | 87,183 | -682 | -0.8% | -$7.41万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,049.04万 | 0.28% | 21,634 | -5,690 | -20.8% | -$275.91万 | 减仓 |
| AVGO | BROADCOM INC | $1,120.75万 | 0.30% | 36,210 | -87 | -0.2% | -$2.69万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,208.53万 | 0.33% | 37,671 | -527 | -1.4% | -$16.91万 | 减仓 |
| MORN | MORNINGSTAR INC | $1,253.72万 | 0.34% | 74,162 | 5,121 | 7.4% | $86.57万 | 加仓 |
| FAST | FASTENAL CO | $1,284.08万 | 0.35% | 276,741 | -86 | -0.0% | -$3,990 | 减仓 |
| IVV | ISHARES TR | $1,297.49万 | 0.35% | 19,863 | -61 | -0.3% | -$3.98万 | 减仓 |
| ORCL | ORACLE CORP | $1,334.52万 | 0.36% | 90,716 | -1,566 | -1.7% | -$23.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,413.96万 | 0.38% | 57,845 | -2,313 | -3.8% | -$56.54万 | 减仓 |
| VST | VISTRA CORP | $1,452.85万 | 0.39% | 96,644 | 28,059 | 40.9% | $421.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,454.22万 | 0.39% | 22,361 | -193 | -0.9% | -$12.55万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,597.00万 | 0.43% | 97,301 | -25,894 | -21.0% | -$425.00万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,605.20万 | 0.43% | 32,657 | -3,037 | -8.5% | -$149.28万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,635.36万 | 0.44% | 35,475 | -1,538 | -4.2% | -$70.90万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,687.16万 | 0.45% | 268,870 | -321,989 | -54.5% | -$2,020.48万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,770.19万 | 0.48% | 45,185 | 11,253 | 33.2% | $440.85万 | 加仓 |
| APH | AMPHENOL CORP | $2,120.84万 | 0.57% | 167,854 | 30,784 | 22.5% | $388.96万 | 加仓 |
| LOW | LOWES COS INC | $2,264.22万 | 0.61% | 95,828 | 714 | 0.8% | $16.87万 | 加仓 |
| ETN | EATON CORP PLC | $2,388.12万 | 0.64% | 66,769 | -2,289 | -3.3% | -$81.87万 | 减仓 |
| GOOG | ALPHABET INC | $2,503.05万 | 0.67% | 87,257 | -4,177 | -4.6% | -$119.82万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,527.74万 | 0.68% | 124,256 | 3,659 | 3.0% | $74.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,725.55万 | 0.73% | 56,877 | 64 | 0.1% | $3.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,033.70万 | 0.82% | 207,390 | 639 | 0.3% | $9.35万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD | $3,604.63万 | 0.97% | 2,458,821 | -17,542 | -0.7% | -$25.72万 | 减仓 |
| FICO | FAIR ISAAC CORP | $3,639.31万 | 0.98% | 34,091 | 4,630 | 15.7% | $494.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,087.60万 | 1.10% | 138,958 | -1,833 | -1.3% | -$53.92万 | 减仓 |
| PWR | QUANTA SVCS INC | $4,108.85万 | 1.11% | 74,840 | -4,307 | -5.4% | -$236.46万 | 减仓 |
| BE | BLOOM ENERGY CORP | $4,237.73万 | 1.14% | 312,771 | -4,282 | -1.4% | -$58.02万 | 减仓 |
| PODD | INSULET CORP | $4,243.93万 | 1.14% | 202,246 | 20,015 | 11.0% | $419.99万 | 加仓 |
| CSGP | COSTAR GROUP INC | $4,258.37万 | 1.15% | 1,055,620 | 228,497 | 27.6% | $921.76万 | 加仓 |
| IDXX | IDEXX LABS INC | $4,347.95万 | 1.17% | 77,381 | -8,003 | -9.4% | -$449.68万 | 减仓 |
| NOW | SERVICENOW INC | $4,422.95万 | 1.19% | 423,047 | 32,498 | 8.3% | $339.77万 | 加仓 |
| DXCM | DEXCOM INC | $4,632.29万 | 1.25% | 737,625 | 193,023 | 35.4% | $1,212.18万 | 加仓 |
| LAD | LITHIA MTRS INC | $5,139.87万 | 1.39% | 205,825 | 7,433 | 3.7% | $185.62万 | 加仓 |
| VEEV | VEEVA SYS INC | $5,180.70万 | 1.40% | 294,928 | 13,679 | 4.9% | $240.29万 | 加仓 |
| — | EXXON MOBIL CORP | $5,186.96万 | 1.40% | 305,727 | -1,028 | -0.3% | -$17.44万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $5,403.63万 | 1.46% | 2,160,587 | 969,592 | 81.4% | $2,424.95万 | 加仓 |
| NFLX | NETFLIX INC. | $5,514.20万 | 1.49% | 573,500 | -95,586 | -14.3% | -$919.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,830.47万 | 1.57% | 58,514 | -3,799 | -6.1% | -$378.54万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $6,139.85万 | 1.66% | 52,977 | -4,400 | -7.7% | -$509.94万 | 减仓 |
| PGR | PROGRESSIVE CORP | $6,145.82万 | 1.66% | 310,019 | -748 | -0.2% | -$14.83万 | 减仓 |
| BURL | BURLINGTON STORES INC | $6,218.09万 | 1.68% | 191,103 | 9,038 | 5.0% | $294.08万 | 加仓 |
| SYK | STRYKER CORPORATION | $6,599.40万 | 1.78% | 200,840 | 4,569 | 2.3% | $150.13万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $7,418.50万 | 2.00% | 148,471 | -629 | -0.4% | -$31.43万 | 减仓 |
| INTU | INTUIT | $7,905.08万 | 2.13% | 182,827 | 39,552 | 27.6% | $1,710.15万 | 加仓 |
| LLY | ELI LILLY & CO | $8,055.49万 | 2.17% | 87,582 | 8,870 | 11.3% | $815.83万 | 加仓 |
| ASML | ASML HLDG NV | $8,607.25万 | 2.32% | 65,166 | -312 | -0.5% | -$41.21万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9,160.83万 | 2.47% | 582,454 | 2,896 | 0.5% | $45.55万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $9,245.65万 | 2.49% | 368,970 | 89,961 | 32.2% | $2,254.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $9,443.39万 | 2.55% | 1,312,859 | 51,704 | 4.1% | $371.91万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1.12亿 | 3.02% | 561,675 | 252 | 0.0% | $5.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.14亿 | 3.06% | 306,720 | 58,186 | 23.4% | $2,153.87万 | 加仓 |
| AAPL | APPLE INC | $1.15亿 | 3.10% | 452,808 | -8,343 | -1.8% | -$211.74万 | 减仓 |
| V | VISA INC | $1.21亿 | 3.25% | 398,857 | -3,505 | -0.9% | -$105.93万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.32亿 | 3.57% | 391,673 | -5,234 | -1.3% | -$176.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.37亿 | 3.69% | 784,148 | -11,490 | -1.4% | -$200.39万 | 减仓 |
| AMZN | AMAZON COM INC | $1.53亿 | 4.14% | 736,957 | 5,150 | 0.7% | $107.26万 | 加仓 |
| META | META PLATFORMS INC | $1.62亿 | 4.38% | 283,875 | -2,600 | -0.9% | -$148.75万 | 减仓 |
| GOOGL | ALPHABET INC | $1.88亿 | 5.06% | 652,945 | -50,404 | -7.2% | -$1,449.42万 | 减仓 |