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Chicago Capital, LLC

Q3 2025 · 13F-HR

Chicago Capital, LLCholdings as filed

Filed 2025-10-22 · accession 0002085853-25-000141

$4.06B
Reported value
360
Positions
2025-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$214.5M5.28%292,054CommonSOLE
02079K305GOOGLALPHABET INC$171.2M4.21%704,354CommonSOLE
023135106AMZNAMAZON COM INC$161.2M3.97%734,385CommonSOLE
67066G104NVDANVIDIA CORPORATION$149.5M3.68%801,332CommonSOLE
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594918104MSFTMICROSOFT CORP$129.8M3.20%250,698CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$127.0M3.12%1,296,152CommonSOLE
037833100AAPLAPPLE INC$117.8M2.90%462,480CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$110.7M2.72%396,258CommonSOLE
461202103INTUINTUIT$103.5M2.55%151,563CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$100.7M2.48%568,611CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$96.3M2.37%571,362CommonSOLE
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22160N109CSGPCOSTAR GROUP INC$81.0M1.99%960,042CommonSOLE
64110L106NFLXNETFLIX INC$80.0M1.97%66,763CommonSOLE
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893641100TDGTRANSDIGM GROUP INC$71.8M1.77%54,508CommonSOLE
N07059210ASMLASML HOLDING N V$63.5M1.56%65,556CommonSOLE
252131107DXCMDEXCOM INC$59.9M1.47%889,486CommonSOLE
532457108LLYELI LILLY & CO$59.5M1.46%77,956CommonSOLE
536797103LADLITHIA MTRS INC$59.1M1.45%187,008CommonSOLE
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45784P101PODDINSULET CORP$55.4M1.36%179,606CommonSOLE
45168D104IDXXIDEXX LABS INC$54.8M1.35%85,796CommonSOLE
122017106BURLBURLINGTON STORES INC$45.9M1.13%180,318CommonSOLE
303250104FICOFAIR ISAAC CORP$44.3M1.09%29,635CommonSOLE
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268158201DVAXDYNAVAX TECHNOLOGIES CORP$42.8M1.05%4,308,802CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$42.4M1.04%280,980CommonSOLE
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98138H101WDAYWORKDAY INC$39.5M0.97%164,054CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$38.7M0.95%212,338CommonSOLE
30231G102XOMEXXON MOBIL CORP$34.2M0.84%303,693CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$33.7M0.83%1,355,287CommonSOLE
68389X105ORCLORACLE CORP$31.0M0.76%110,323CommonSOLE
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G29183103ETNEATON CORP PLC$25.2M0.62%67,349CommonSOLE
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548661107LOWLOWES COS INC$24.1M0.59%95,794CommonSOLE
02079K107GOOGALPHABET INC$23.1M0.57%95,040CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$20.5M0.51%29,431CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$18.2M0.45%112,750CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$17.3M0.43%35,762CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$17.3M0.43%38,633CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$16.8M0.41%118,838CommonSOLE
617700109MORNMORNINGSTAR INC$16.3M0.40%70,042CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$15.4M0.38%23,138CommonSOLE
311900104FASTFASTENAL CO$13.7M0.34%279,491CommonSOLE
00724F101ADBEADOBE INC$13.4M0.33%38,055CommonSOLE
92840M102VSTVISTRA CORP$13.4M0.33%68,192CommonSOLE
032095101APHAMPHENOL CORP NEW$13.3M0.33%107,377CommonSOLE
464287200IVVISHARES TR$13.2M0.32%19,719CommonSOLE
05464C101AXONAXON ENTERPRISE INC$12.7M0.31%17,761CommonSOLE
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11135F101AVGOBROADCOM INC$12.0M0.30%36,502CommonSOLE
478160104JNJJOHNSON & JOHNSON$10.9M0.27%58,983CommonSOLE
78409V104SPGIS&P GLOBAL INC$10.6M0.26%21,834CommonSOLE
79466L302CRMSALESFORCE INC$10.2M0.25%42,967CommonSOLE
58733R102MELIMERCADOLIBRE INC$10.0M0.25%4,287CommonSOLE
00287Y109ABBVABBVIE INC$9.8M0.24%42,450CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$9.7M0.24%32,793CommonSOLE
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13321L108CCJCAMECO CORP$8.5M0.21%101,688CommonSOLE
747525103QCOMQUALCOMM INC$7.6M0.19%45,637CommonSOLE
713448108PEPPEPSICO INC$7.4M0.18%53,024CommonSOLE
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002824100ABTABBOTT LABS$7.2M0.18%53,469CommonSOLE
75513E101RTXRTX CORPORATION$7.1M0.17%42,429CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$6.1M0.15%23,325CommonSOLE
742718109PGPROCTER AND GAMBLE CO$5.9M0.14%38,251CommonSOLE
369604301GEGE AEROSPACE$5.7M0.14%19,093CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$5.7M0.14%155,365CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.7M0.14%20,061CommonSOLE
580135101MCDMCDONALDS CORP$5.6M0.14%18,452CommonSOLE
09260D107BXBLACKSTONE INC$5.5M0.14%32,419CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$5.5M0.14%186,978CommonSOLE
704326107PAYXPAYCHEX INC$5.4M0.13%42,818CommonSOLE
922908363VOOVANGUARD INDEX FDS$5.4M0.13%8,772CommonSOLE
278865100ECLECOLAB INC$5.3M0.13%19,416CommonSOLE
191216100KOCOCA COLA CO$5.0M0.12%76,070CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.0M0.12%12,824CommonSOLE
217204106CPRTCOPART INC$4.8M0.12%107,200CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4.6M0.11%13,898CommonSOLE
M3760D101ESLTELBIT SYS LTD$4.5M0.11%8,864CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.3M0.11%40,300CommonSOLE
761152107RMDRESMED INC$4.2M0.10%15,481CommonSOLE
438516106HONHONEYWELL INTL INC$4.2M0.10%20,009CommonSOLE
337738108FISVFISERV INC$4.2M0.10%32,374CommonSOLE
384802104GWWGRAINGER W W INC$4.1M0.10%4,273CommonSOLE
040413205ANETARISTA NETWORKS INC$4.0M0.10%27,616CommonSOLE
437076102HDHOME DEPOT INC$4.0M0.10%9,927CommonSOLE
855244109SBUXSTARBUCKS CORP$4.0M0.10%47,429CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.0M0.10%17,976CommonSOLE
11271J107BNBROOKFIELD CORP$3.9M0.10%56,563CommonSOLE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$3.8M0.09%127,921CommonSOLE
98980G102ZSZSCALER INC$3.6M0.09%12,074CommonSOLE
12572Q105CMECME GROUP INC$3.6M0.09%13,327CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$3.6M0.09%11,538CommonSOLE
149123101CATCATERPILLAR INC$3.5M0.09%7,274CommonSOLE
031162100AMGNAMGEN INC$3.4M0.08%12,033CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.4M0.08%50,325CommonSOLE
922908736VUGVANGUARD INDEX FDS$3.3M0.08%6,917CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$3.3M0.08%14,851CommonSOLE
36828A101GEVGE VERNOVA INC$3.3M0.08%5,301CommonSOLE
254687106DISDISNEY WALT CO$3.1M0.08%26,814CommonSOLE
146869102CVNACARVANA CO$3.0M0.07%7,898CommonSOLE
235851102DHRDANAHER CORPORATION$2.9M0.07%14,704CommonSOLE
17275R102CSCOCISCO SYS INC$2.9M0.07%42,290CommonSOLE
717081103PFEPFIZER INC$2.8M0.07%110,393CommonSOLE
37940X102GPNGLOBAL PMTS INC$2.8M0.07%33,548CommonSOLE
042068205ARMARM HOLDINGS PLC$2.7M0.07%19,411CommonSOLE
98978V103ZTSZOETIS INC$2.7M0.07%18,721CommonSOLE
443510607HUBBHUBBELL INC$2.7M0.07%6,363CommonSOLE
882508104TXNTEXAS INSTRS INC$2.7M0.07%14,787CommonSOLE
H1467J104CBCHUBB LIMITED$2.7M0.07%9,515CommonSOLE
48123V102ZDZIFF DAVIS INC$2.6M0.07%69,472CommonSOLE
907818108UNPUNION PAC CORP$2.6M0.06%11,037CommonSOLE
097023105BABOEING CO$2.5M0.06%11,575CommonSOLE
98419M100XYLXYLEM INC$2.4M0.06%16,467CommonSOLE
291011104EMREMERSON ELEC CO$2.3M0.06%17,735CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.3M0.06%8,460CommonSOLE
931142103WMTWALMART INC$2.3M0.06%22,121CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.3M0.06%3CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$2.2M0.05%4,542CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2.2M0.05%4,156CommonSOLE
58933Y105MRKMERCK & CO INC$2.2M0.05%25,709CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.1M0.05%7,323CommonSOLE
60937P106MDBMONGODB INC$2.1M0.05%6,735CommonSOLE
64119N608NTSKNETSKOPE INC$2.1M0.05%90,462CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.0M0.05%8,253CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.0M0.05%63,029CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.0M0.05%20,748CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.9M0.05%8,947CommonSOLE
852234103XYZBLOCK INC$1.9M0.05%26,687CommonSOLE
833445109SNOWSNOWFLAKE INC$1.9M0.05%8,526CommonSOLE
665859104NTRSNORTHERN TR CORP$1.9M0.05%13,828CommonSOLE
988498101YUMYUM BRANDS INC$1.9M0.05%12,197CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.8M0.04%40,657CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.8M0.04%19,201CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.7M0.04%318CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.7M0.04%2,140CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.7M0.04%20,970CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.7M0.04%19,756CommonSOLE
922908637VVVANGUARD INDEX FDS$1.6M0.04%5,335CommonSOLE
464287655IWMISHARES TR$1.6M0.04%6,686CommonSOLE
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46090E103QQQINVESCO QQQ TR$1.6M0.04%2,657CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.6M0.04%6,077CommonSOLE
464287648IWOISHARES TR$1.6M0.04%4,851CommonSOLE
166764100CVXCHEVRON CORP NEW$1.5M0.04%9,884CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.5M0.04%19,685CommonSOLE
22822V101CCICROWN CASTLE INC$1.5M0.04%15,312CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.5M0.04%15,429CommonSOLE
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09239B109BLBLACKLINE INC$1.5M0.04%27,602CommonSOLE
464287150ITOTISHARES TR$1.5M0.04%10,012CommonSOLE
46435G326IDEVISHARES TR$1.4M0.03%17,736CommonSOLE
H01301128ALCALCON AG$1.4M0.03%19,060CommonSOLE
231021106CMICUMMINS INC$1.4M0.03%3,355CommonSOLE
654106103NKENIKE INC$1.4M0.03%20,158CommonSOLE
464287614IWFISHARES TR$1.4M0.03%3,001CommonSOLE
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459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.3M0.03%20,946CommonSOLE
458140100INTCINTEL CORP$1.3M0.03%37,954CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.03%10,263CommonSOLE
780259305SHELSHELL PLC$1.3M0.03%17,522CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$1.2M0.03%7,714CommonSOLE
25746U109DDOMINION ENERGY INC$1.2M0.03%19,544CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.2M0.03%16,231CommonSOLE
942622200WSOWATSCO INC$1.2M0.03%2,931CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.2M0.03%4,543CommonSOLE
244199105DEDEERE & CO$1.2M0.03%2,545CommonSOLE
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M7516K103NVMINOVA LTD$1.2M0.03%3,601CommonSOLE
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49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.1M0.03%6,426CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.1M0.03%35,053CommonSOLE
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72703H101PLNTPLANET FITNESS INC$1.0M0.03%10,050CommonSOLE
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G87052109TELTE CONNECTIVITY PLC$1.0M0.02%4,595CommonSOLE
695156109PKGPACKAGING CORP AMER$987,2230.02%4,530CommonSOLE
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46435G425ESGUISHARES TR$975,5200.02%6,700CommonSOLE
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018802108LNTALLIANT ENERGY CORP$969,2880.02%14,379CommonSOLE
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88579Y101MMM3M CO$810,3500.02%5,222CommonSOLE
701094104PHPARKER-HANNIFIN CORP$792,2670.02%1,045CommonSOLE
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009066101ABNBAIRBNB INC$713,5850.02%5,877CommonSOLE
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30063P105EXKEXACT SCIENCES CORP$697,0850.02%12,741CommonSOLE
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56585A102MPCMARATHON PETE CORP$551,8150.01%2,863CommonSOLE
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039483102ADMARCHER DANIELS MIDLAND CO$414,4160.01%6,937CommonSOLE
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209115104EDCONSOLIDATED EDISON INC$413,4200.01%4,113CommonSOLE
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595112103MUMICRON TECHNOLOGY INC$405,7510.01%2,425CommonSOLE
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001055102AFLAFLAC INC$401,0030.01%3,590CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$388,5660.01%3,461CommonSOLE
609207105MDLZMONDELEZ INTL INC$380,5850.01%6,092CommonSOLE
55261F104MTBM & T BK CORP$378,8380.01%1,917CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$376,8000.01%24,000CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$376,1060.01%5,054CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$373,8690.01%5,884CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$369,6130.01%4,435CommonSOLE
632307104NTRANATERA INC$364,7580.01%2,266CommonSOLE
835699307SONYSONY GROUP CORP$363,1860.01%12,615CommonSOLE
03076C106AMPAMERIPRISE FINL INC$357,6300.01%728CommonSOLE
831865209AOSSMITH A O CORP$352,2050.01%4,798CommonSOLE
278642103EBAYEBAY INC.$348,1570.01%3,828CommonSOLE
19247G107COHRCOHERENT CORP$347,1820.01%3,223CommonSOLE
464287432TLTISHARES TR$339,6060.01%3,800CommonSOLE
22052L104CTVACORTEVA INC$338,8940.01%5,011CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$338,3680.01%5,647CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$331,7780.01%6,553CommonSOLE
90138F102TWLOTWILIO INC$320,1880.01%3,199CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$316,2190.01%4,924CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$314,9010.01%1,284CommonSOLE
37733W204GSKGSK PLC$314,5070.01%7,287CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$309,9200.01%632CommonSOLE
G3265R107APTVAPTIV PLC$309,0990.01%3,585CommonSOLE
04010E109AGXARGAN INC$301,6460.01%1,117CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$301,1830.01%7,075CommonSOLE
617446448MSMORGAN STANLEY$298,0500.01%1,875CommonSOLE
718172109PMPHILIP MORRIS INTL INC$295,4820.01%1,822CommonSOLE
219350105GLWCORNING INC$293,7890.01%3,581CommonSOLE
303075105FDSFACTSET RESH SYS INC$292,5060.01%1,021CommonSOLE
73278L105POOLPOOL CORP$285,2640.01%920CommonSOLE
92204A702VGTVANGUARD WORLD FD$283,7190.01%380CommonSOLE
464287804IJRISHARES TR$280,4710.01%2,360CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$278,3660.01%3,745CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$276,4310.01%7,167CommonSOLE
464287309IVWISHARES TR$276,2070.01%2,288CommonSOLE
29273V100ETENERGY TRANSFER L P$275,2720.01%16,041CommonSOLE
96208T104WEXWEX INC$272,2120.01%1,728CommonSOLE
231561101CWCURTISS WRIGHT CORP$271,4700.01%500CommonSOLE
97650W108WTFCWINTRUST FINL CORP$268,0590.01%2,024CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$266,5760.01%6,211CommonSOLE
M98068105WIXWIX COM LTD$266,4450.01%1,500CommonSOLE
92338C103VLTOVERALTO CORP$261,4080.01%2,452CommonSOLE
911363109URIUNITED RENTALS INC$259,6680.01%272CommonSOLE
464287523SOXXISHARES TR$254,5820.01%939CommonSOLE
049468101TEAMATLASSIAN CORPORATION$253,9230.01%1,590CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$251,5020.01%716CommonSOLE
718546104PSXPHILLIPS 66$250,5490.01%1,842CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$249,9970.01%724CommonSOLE
075887109BDXBECTON DICKINSON & CO$249,1230.01%1,331CommonSOLE
29444U700EQIXEQUINIX INC$246,7210.01%315CommonSOLE
922908744VTVVANGUARD INDEX FDS$242,6230.01%1,301CommonSOLE
82509L107SHOPSHOPIFY INC$242,5320.01%1,632CommonSOLE
63947X101NCNONCINO INC$242,4990.01%8,945CommonSOLE
058498106BALLBALL CORP$242,0160.01%4,800CommonSOLE
020002101ALLALLSTATE CORP$241,7700.01%1,126CommonSOLE
81730H109SSENTINELONE INC$239,9540.01%13,626CommonSOLE
922908652VXFVANGUARD INDEX FDS$237,3920.01%1,134CommonSOLE
78464A631XARSPDR SERIES TRUST$236,1350.01%1,005CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$232,9060.01%8,227CommonSOLE
443201108HWMHOWMET AEROSPACE INC$231,7480.01%1,181CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$226,9100.01%5,790CommonSOLE
09073M104TECHBIO-TECHNE CORP$222,5200.01%4,000CommonSOLE
670346105NUENUCOR CORP$221,2930.01%1,634CommonSOLE
046353108AZNNASTRAZENECA PLC$221,2300.01%2,884CommonSOLE
750940108RALRALLIANT CORP$219,7870.01%5,026CommonSOLE
872590104TMUST-MOBILE US INC$219,2720.01%916CommonSOLE
89832Q109TFCTRUIST FINL CORP$217,7190.01%4,762CommonSOLE
464287598IWDISHARES TR$217,4340.01%1,068CommonSOLE
67000B104NOVTNOVANTA INC$213,6200.01%2,133CommonSOLE
23345M107DTMDT MIDSTREAM INC$210,0650.01%1,858CommonSOLE
487836108KKELLANOVA$209,9710.01%2,560CommonSOLE
58155Q103MCKMCKESSON CORP$209,3580.01%271CommonSOLE
46432F842IEFAISHARES TR$209,0200.01%2,394CommonSOLE
85254J102STAGSTAG INDL INC$208,2110.01%5,900CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$205,9570.01%1,897CommonSOLE
464285204IAUISHARES GOLD TR$204,1930.01%2,806CommonSOLE
143130102KMXCARMAX INC$201,5110.00%4,491CommonSOLE
602496101MDXGMIMEDX GROUP INC$191,1820.00%27,390CommonSOLE
30050B101EVHEVOLENT HEALTH INC$191,1360.00%22,593CommonSOLE
00218A105ASPIASP ISOTOPES INC$115,4400.00%12,000CommonSOLE
78137L105RUMRUMBLE INC$72,4000.00%10,000CommonSOLE
M98068105WIXWIX COM LTD$17,7630.00%100CALLSOLE
24703L202DELLDELL TECHNOLOGIES INC$14,1770.00%100CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$9,5470.00%100CALLSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.