Yarbrough Capital, LLC
Yarbrough Capital, LLC reported 88 holdings worth US$3.34B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Yarbrough Capital, LLC reported 88 holdings worth US$3.34B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 88
- Value as reported
- US$3.34B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 3.26M | US$653M | 19.5% |
| Apple Inc | 1.74M | US$505M | 15.1% |
| Alphabet Inc (google) Class C | 1.26M | US$450M | 13.5% |
| Amazon.com, Inc. | 863K | US$206M | 6.2% |
| Meta Platforms, Inc. | 284K | US$160M | 4.8% |
| Broadcom Inc. | 287K | US$108M | 3.2% |
| Microsoft Corp. | 130K | US$48.4M | 1.4% |
| Goldman Sachs Group, Inc. (the) | 37,230 | US$37.7M | 1.1% |
| Jp Morgan Chase & Co. | 97,875 | US$32M | 0.96% |
| Robinhood Markets, Inc. | 276K | US$27.6M | 0.83% |
| Qualcomm Incorporated | 121K | US$22.3M | 0.67% |
| Advanced Micro Devices Inc | 32,864 | US$19.1M | 0.57% |
| Boeing Company (the) | 77,481 | US$16.8M | 0.50% |
| Visa Inc. | 46,990 | US$16.1M | 0.48% |
| Palantir Technologies Inc. | 129K | US$15.1M | 0.45% |
| Asml Holding Nv | 7,556 | US$15M | 0.45% |
| Crowdstrike Holdings, Inc. | 17,380 | US$13.3M | 0.40% |
| Palo Alto Networks, Inc. | 35,953 | US$12.3M | 0.37% |
| Rtx Corporation | 59,996 | US$11.4M | 0.34% |
| Bank Of America Corporation | 199K | US$11.3M | 0.34% |
| Lam Research Corporation | 25,732 | US$11.2M | 0.33% |
| Shopify Inc. | 97,488 | US$11.1M | 0.33% |
| Blackstone Inc. | 94,255 | US$11.1M | 0.33% |
| Cloudflare, Inc. | 38,845 | US$9.53M | 0.29% |
| Ast Spacemobile, Inc. | 99,372 | US$8.83M | 0.26% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 17,970 | US$8.58M | 0.26% |
| Mercadolibre, Inc. | 5,044 | US$8.56M | 0.26% |
| State Street Corporation | 49,518 | US$8.4M | 0.25% |
| Cerebras Systems Inc. | 36,061 | US$7.97M | 0.24% |
| Uber Technologies, Inc. | 99,583 | US$7.19M | 0.22% |
| Mastercard Incorporated | 13,720 | US$7.05M | 0.21% |
| Pinterest, Inc. | 270K | US$5.69M | 0.17% |
| Take-two Interactive Software, Inc. | 21,358 | US$5.34M | 0.16% |
| Arista Networks, Inc. | 29,974 | US$5.09M | 0.15% |
| Simon Property Group, Inc. | 21,500 | US$4.81M | 0.14% |
| Ge Vernova Inc. | 3,997 | US$4.7M | 0.14% |
| Hca Healthcare, Inc. | 11,898 | US$4.64M | 0.14% |
| Applovin Corporation | 8,198 | US$4.22M | 0.13% |
| Marriott International | 10,853 | US$4.02M | 0.12% |
| D-wave Quantum Inc. | 160K | US$3.85M | 0.12% |
| Servicenow, Inc. | 37,119 | US$3.69M | 0.11% |
| Wells Fargo & Company | 37,485 | US$3.1M | 0.09% |
| Tesla, Inc. | 5,721 | US$2.41M | 0.07% |
| The Hartford Insurance Group, Inc. | 17,690 | US$2.34M | 0.07% |
| Archer Aviation Inc. | 467K | US$2.21M | 0.07% |
| Vertiv Holdings, Llc | 6,346 | US$2.12M | 0.06% |
| Boston Scientific Corporation | 38,456 | US$1.64M | 0.05% |
| Ionq, Inc. | 28,992 | US$1.54M | 0.05% |
| Joby Aviation, Inc. | 167K | US$1.49M | 0.04% |
| Micron Technology, Inc. | 1,244 | US$1.44M | 0.04% |
| Rigetti Computing, Inc. | 69,441 | US$1.34M | 0.04% |
| Interactive Brokers Group, Inc. | 13,962 | US$1.22M | 0.04% |
| Berkshire Hathaway Inc. | 1,977 | US$989K | 0.03% |
| Quantum Computing Inc. | 99,056 | US$961K | 0.03% |
| Sitime Corporation | 1,286 | US$959K | 0.03% |
| Figure Technology Solutions, Inc. | 28,581 | US$878K | 0.03% |
| Coreweave, Inc. | 6,190 | US$616K | 0.02% |
| Okta, Inc. | 3,667 | US$500K | 0.01% |
| Toast, Inc. | 13,202 | US$367K | 0.01% |
| Weride Inc. Class A | 60,426 | US$352K | 0.01% |
| Palomar Holdings, Inc. | 1,693 | US$214K | <0.01% |
| Carvana Co. | 3,165 | US$208K | <0.01% |
| Axsome Therapeutics, Inc. | 842 | US$206K | <0.01% |
| Mercury Systems Inc | 1,666 | US$204K | <0.01% |
| Xpeng, Inc. Class A | 0 | US$0 | 0.00% |
| Bp Plc | 0 | US$0 | 0.00% |
| Draftkings Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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