Yarbrough Capital, LLC

13F filer · CIK 0001767686

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$3.34BU.S. long equity reported on 13F

Positions748 new · 5 closed

Net flow last quarter-$8.25MBuys minus sells

Top 10 positions weight68.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202674 positions
NVDANvidia Corp	$653M	19.53%	0.01%	Not reported	Q4 2021
AAPLApple Inc.	$505M	15.11%	0.01%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$379M	11.35%	0.01%	+0.2%	Q4 2021
AMZNAmazon Com Inc	$206M	6.16%	0.01%	+0.2%	Q4 2021
METAMeta Platforms, Inc.	$160M	4.78%	Not reported	Not reported	Q4 2021
AVGOBroadcom Inc.	$108M	3.24%	0.01%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$106M	3.18%	Not reported	Not reported	Q4 2021
GOOGAlphabet Inc.	$70.7M	2.11%	Not reported	+1.1%	Q4 2021
SMHMarket Vectors ETF Trust	$53.2M	1.59%	Not reported	Not reported	Q2 2022
MSFTMicrosoft Corp	$48.4M	1.45%	0.00%	+1.4%	Q4 2021
GSGoldman Sachs Group Inc	$37.7M	1.13%	0.01%	Not reported	Q4 2021
GRMNGarmin Ltd	$34.2M	1.02%	0.07%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$32M	0.96%	0.00%	Not reported	Q4 2021
HOODRobinhood Markets, Inc.	$27.6M	0.83%	0.12%	Not reported	Q1 2025
QCOMQualcomm Inc	$22.3M	0.67%	0.01%	Not reported	Q4 2021
AMDAdvanced Micro Devices Inc	$19.1M	0.57%	0.00%	Not reported	Q4 2021
BITWBitwise 10 Crypto Index ETF	$18.7M	0.56%	3.52%	Not reported	Q4 2025
BABoeing Co	$16.8M	0.50%	0.01%	Not reported	Q4 2021
VVisa Inc.	$16.1M	0.48%	0.00%	+3.5%	Q4 2021
PLTRPalantir Technologies Inc.	$15.1M	0.45%	0.01%	Not reported	Q4 2021
ASMLAsml Holding NV	$15M	0.45%	0.00%	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$13.3M	0.40%	0.01%	Not reported	Q4 2021
PANWPalo Alto Networks Inc	$12.3M	0.37%	0.00%	+9.2%	Q4 2021
RTXRTX Corp	$11.4M	0.34%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$11.3M	0.34%	0.00%	Not reported	Q4 2021
LRCXLam Research Corp	$11.2M	0.33%	0.00%	Not reported	Q4 2021
SHOPShopify Inc.	$11.1M	0.33%	0.02%	Not reported	Q4 2021
BXBlackstone Inc.	$11.1M	0.33%	0.01%	Not reported	Q4 2021
NETCloudflare, Inc.	$9.53M	0.29%	Not reported	Not reported	Q1 2026
ASTSAST SpaceMobile, Inc.	$8.83M	0.26%	Not reported	Not reported	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.58M	0.26%	0.00%	Not reported	Q4 2021
MELIMercadolibre Inc	$8.56M	0.26%	0.01%	Not reported	Q4 2021
STTState Street Corp	$8.4M	0.25%	0.02%	Not reported	Q4 2021
GLDSPDR Gold Trust	$8.38M	0.25%	0.01%	Not reported	Q3 2025
CBRSCerebras Systems Inc.	$7.97M	0.24%	Not reported	New	Q2 2026
UBERUber Technologies, Inc	$7.19M	0.22%	0.00%	-35.4%	Q4 2021
MAMastercard Inc	$7.05M	0.21%	0.00%	Not reported	Q4 2021
BABAAlibaba Group Holding Ltd	$5.95M	0.18%	0.00%	-44.5%	Q4 2021
PINSPinterest, Inc.	$5.69M	0.17%	0.21%	-22.8%	Q4 2021
TTWOTake Two Interactive Software Inc	$5.34M	0.16%	0.01%	-27.7%	Q4 2021
ANETArista Networks, Inc.	$5.09M	0.15%	0.00%	Not reported	Q4 2024
SPGSimon Property Group Inc.	$4.81M	0.14%	268.75%	Not reported	Q4 2021
IBITiShares Bitcoin Trust ETF	$4.74M	0.14%	0.01%	Not reported	Q2 2024
GEVGE Vernova Inc.	$4.7M	0.14%	0.00%	Not reported	Q3 2024
HCAHCA Healthcare, Inc.	$4.64M	0.14%	0.01%	Not reported	Q4 2021
APPAppLovin Corp	$4.22M	0.13%	0.00%	Not reported	Q1 2025
MARMarriott International Inc	$4.02M	0.12%	0.00%	Not reported	Q4 2021
QBTSD-Wave Quantum Inc.	$3.85M	0.12%	0.04%	+32.5%	Q1 2025
NOWServiceNow, Inc.	$3.69M	0.11%	0.00%	-11.0%	Q4 2021
WFCWells Fargo & Company	$3.1M	0.09%	0.00%	Not reported	Q4 2021

Q1 2026Reported Apr 14, 202671 positions
NVDANvidia Corp	$569M	19.95%	0.01%	-0.1%	Q4 2021
AAPLApple Inc.	$443M	15.52%	0.01%	-2.2%	Q4 2021
GOOGLAlphabet Inc.	$305M	10.67%	0.01%	-0.2%	Q4 2021
AMZNAmazon Com Inc	$179M	6.29%	0.01%	-0.6%	Q4 2021
METAMeta Platforms, Inc.	$162M	5.69%	Not reported	-0.4%	Q4 2021
AVGOBroadcom Inc.	$88.8M	3.11%	0.01%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$83.4M	2.92%	Not reported	Not reported	Q4 2021
GOOGAlphabet Inc.	$56.7M	1.99%	Not reported	-1.1%	Q4 2021
MSFTMicrosoft Corp	$47.4M	1.66%	0.00%	-1.4%	Q4 2021
GRMNGarmin Ltd	$33.4M	1.17%	0.07%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$31.5M	1.10%	0.01%	Not reported	Q4 2021
SMHMarket Vectors ETF Trust	$31.1M	1.09%	Not reported	Not reported	Q2 2022
JPMJPMorgan Chase & Co	$28.8M	1.01%	0.00%	Not reported	Q4 2021
BITWBitwise 10 Crypto Index ETF	$22.2M	0.78%	3.28%	+1558.8%	Q4 2025
HOODRobinhood Markets, Inc.	$19.1M	0.67%	0.12%	Not reported	Q1 2025
PLTRPalantir Technologies Inc.	$18.9M	0.66%	0.01%	+109.4%	Q4 2021
QCOMQualcomm Inc	$15.6M	0.55%	0.01%	-10.8%	Q4 2021
BABoeing Co	$15.4M	0.54%	0.01%	-2.7%	Q4 2021
BABAAlibaba Group Holding Ltd	$14M	0.49%	0.01%	Not reported	Q4 2021
VVisa Inc.	$13.7M	0.48%	0.00%	-3.9%	Q4 2021
RTXRTX Corp	$11.6M	0.41%	0.00%	Not reported	Q4 2021
SHOPShopify Inc.	$11.6M	0.41%	0.02%	-13.1%	Q4 2021
UBERUber Technologies, Inc	$11.1M	0.39%	0.01%	-2.9%	Q4 2021
BXBlackstone Inc.	$10.8M	0.38%	0.01%	Not reported	Q4 2021
ASMLAsml Holding NV	$9.98M	0.35%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$9.79M	0.34%	0.01%	Not reported	Q3 2025
BACBank of America Corp	$9.69M	0.34%	0.00%	Not reported	Q4 2021
MELIMercadolibre Inc	$8.72M	0.31%	0.01%	Not reported	Q4 2021
ASTSAST SpaceMobile, Inc.	$8.23M	0.29%	Not reported	Not reported	Q1 2025
NETCloudflare, Inc.	$8.02M	0.28%	Not reported	New	Q1 2026
MAMastercard Inc	$6.86M	0.24%	0.00%	Not reported	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$6.79M	0.24%	0.01%	+42.2%	Q4 2021
AMDAdvanced Micro Devices Inc	$6.69M	0.23%	0.00%	Not reported	Q4 2021
BPBP PLC	$6.57M	0.23%	Not reported	Not reported	Q4 2021
PINSPinterest, Inc.	$6.43M	0.23%	0.28%	Not reported	Q4 2021
STTState Street Corp	$6.27M	0.22%	0.02%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.07M	0.21%	0.00%	Not reported	Q4 2021
TTWOTake Two Interactive Software Inc	$5.84M	0.20%	0.02%	Not reported	Q4 2021
HCAHCA Healthcare, Inc.	$5.63M	0.20%	0.01%	Not reported	Q4 2021
LRCXLam Research Corp	$5.5M	0.19%	0.00%	Not reported	Q4 2021
IBITiShares Bitcoin Trust ETF	$5.47M	0.19%	0.01%	-76.3%	Q2 2024
PDDPDD Holdings Inc.	$5.44M	0.19%	0.00%	Not reported	Q4 2022
PANWPalo Alto Networks Inc	$5.28M	0.19%	0.00%	+302.8%	Q4 2021
XPEVXpeng Inc.	$4.77M	0.17%	Not reported	Not reported	Q3 2025
NOWServiceNow, Inc.	$4.36M	0.15%	0.00%	+155.1%	Q4 2021
SPGSimon Property Group Inc.	$4.01M	0.14%	268.75%	Not reported	Q4 2021
ANETArista Networks, Inc.	$3.68M	0.13%	0.00%	-9.0%	Q4 2024
MARMarriott International Inc	$3.55M	0.12%	0.00%	Not reported	Q4 2021
GEVGE Vernova Inc.	$3.49M	0.12%	0.00%	-47.3%	Q3 2024
APPAppLovin Corp	$3.26M	0.11%	0.00%	Not reported	Q1 2025

Q4 2025Reported Jan 14, 2026142 positions
NVDANvidia Corp	$609M	18.96%	0.01%	-5.9%	Q4 2021
AAPLApple Inc.	$485M	15.09%	0.01%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$332M	10.34%	0.01%	-1.2%	Q4 2021
AMZNAmazon Com Inc	$200M	6.23%	0.01%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$188M	5.85%	Not reported	+0.2%	Q4 2021
AVGOBroadcom Inc.	$99.3M	3.09%	0.01%	-2.9%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$88.8M	2.76%	Not reported	Not reported	Q4 2021
MSFTMicrosoft Corp	$62.8M	1.95%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$62.7M	1.95%	Not reported	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$32.7M	1.02%	0.01%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$31.5M	0.98%	0.00%	Not reported	Q4 2021
HOODRobinhood Markets, Inc.	$31.2M	0.97%	0.12%	Not reported	Q1 2025
IBITiShares Bitcoin Trust ETF	$29.8M	0.93%	0.04%	+14.6%	Q2 2024
SMHMarket Vectors ETF Trust	$29.2M	0.91%	Not reported	Not reported	Q2 2022
GRMNGarmin Ltd	$29.2M	0.91%	0.07%	Not reported	Q4 2021
QCOMQualcomm Inc	$23.2M	0.72%	0.01%	-8.0%	Q4 2021
FANGDiamondback Energy, Inc.	$21.7M	0.67%	0.05%	-13.7%	Q4 2021
SHOPShopify Inc.	$18.1M	0.56%	0.03%	+2.0%	Q4 2021
BABoeing Co	$17.3M	0.54%	0.01%	Not reported	Q4 2021
VVisa Inc.	$16.6M	0.52%	0.00%	Not reported	Q4 2021
BABAAlibaba Group Holding Ltd	$16.4M	0.51%	0.00%	Not reported	Q4 2021
BXBlackstone Inc.	$14.5M	0.45%	0.01%	Not reported	Q4 2021
UBERUber Technologies, Inc	$13M	0.40%	0.01%	+314.7%	Q4 2021
RTXRTX Corp	$11M	0.34%	0.00%	Not reported	Q4 2021
PLTRPalantir Technologies Inc.	$11M	0.34%	0.00%	-14.3%	Q4 2021
BACBank of America Corp	$10.9M	0.34%	0.00%	-32.7%	Q4 2021
MELIMercadolibre Inc	$10.2M	0.32%	0.01%	+24.6%	Q4 2021
PINSPinterest, Inc.	$9.07M	0.28%	0.28%	Not reported	Q4 2021
GLDSPDR Gold Trust	$9.01M	0.28%	0.01%	Not reported	Q3 2025
MPCMarathon Petroleum Corp	$8.72M	0.27%	0.02%	-18.4%	Q4 2021
ASMLAsml Holding NV	$8.08M	0.25%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$7.83M	0.24%	0.00%	Not reported	Q4 2021
TTWOTake Two Interactive Software Inc	$7.57M	0.24%	0.02%	Not reported	Q4 2021
ASTSAST SpaceMobile, Inc.	$7.22M	0.22%	Not reported	Not reported	Q1 2025
AMDAdvanced Micro Devices Inc	$7.04M	0.22%	0.00%	Not reported	Q4 2021
STTState Street Corp	$6.39M	0.20%	0.02%	Not reported	Q4 2021
PDDPDD Holdings Inc.	$6.03M	0.19%	0.00%	Not reported	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$5.73M	0.18%	0.00%	Not reported	Q4 2021
XPEVXpeng Inc.	$5.65M	0.18%	Not reported	+269.8%	Q3 2025
HCAHCA Healthcare, Inc.	$5.55M	0.17%	0.01%	Not reported	Q4 2021
APPAppLovin Corp	$5.52M	0.17%	0.00%	Not reported	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.46M	0.17%	0.00%	Not reported	Q4 2021
GEVGE Vernova Inc.	$4.96M	0.15%	0.00%	+86.2%	Q3 2024
BPBP PLC	$4.86M	0.15%	Not reported	-50.6%	Q4 2021
RBLXRoblox Corp	$4.65M	0.14%	0.01%	+1514.5%	Q4 2021
LRCXLam Research Corp	$4.4M	0.14%	0.00%	Not reported	Q4 2021
NCIQHashdex Nasdaq CME Crypto Index ETF	$4.39M	0.14%	3.62%	New	Q4 2025
ANETArista Networks, Inc.	$4.32M	0.13%	0.00%	Not reported	Q4 2024
SHELShell plc	$4.23M	0.13%	0.00%	Not reported	Q1 2022
SPGSimon Property Group Inc.	$3.98M	0.12%	268.75%	Not reported	Q4 2021

Q3 2025Reported Oct 20, 2025137 positions
NVDANvidia Corp	$648M	20.15%	0.01%	Not reported	Q4 2021
AAPLApple Inc.	$454M	14.13%	0.01%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$261M	8.12%	0.01%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$209M	6.50%	Not reported	+2.5%	Q4 2021
AMZNAmazon Com Inc	$190M	5.93%	0.01%	Not reported	Q4 2021
AVGOBroadcom Inc.	$97.5M	3.03%	0.01%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$86.8M	2.70%	Not reported	Not reported	Q4 2021
MSFTMicrosoft Corp	$67.2M	2.09%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$48.7M	1.52%	Not reported	Not reported	Q4 2021
HOODRobinhood Markets, Inc.	$39.5M	1.23%	0.12%	Not reported	Q1 2025
GRMNGarmin Ltd	$35.4M	1.10%	0.07%	Not reported	Q4 2021
IBITiShares Bitcoin Trust ETF	$34.1M	1.06%	0.04%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$30.9M	0.96%	0.00%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$29.6M	0.92%	0.01%	Not reported	Q4 2021
SMHMarket Vectors ETF Trust	$26.5M	0.82%	Not reported	Not reported	Q2 2022
QCOMQualcomm Inc	$24.5M	0.76%	0.01%	-10.6%	Q4 2021
FANGDiamondback Energy, Inc.	$23.9M	0.74%	0.06%	Not reported	Q4 2021
BABAAlibaba Group Holding Ltd	$19.9M	0.62%	0.00%	Not reported	Q4 2021
BABoeing Co	$17.2M	0.53%	0.01%	Not reported	Q4 2021
SHOPShopify Inc.	$16.4M	0.51%	0.03%	Not reported	Q4 2021
VVisa Inc.	$16.1M	0.50%	0.00%	Not reported	Q4 2021
BXBlackstone Inc.	$16.1M	0.50%	0.01%	Not reported	Q4 2021
BACBank of America Corp	$15.2M	0.47%	0.00%	Not reported	Q4 2021
PLTRPalantir Technologies Inc.	$13.2M	0.41%	0.00%	Not reported	Q4 2021
MPCMarathon Petroleum Corp	$12.7M	0.39%	0.02%	Not reported	Q4 2021
GDLCGrayscale CoinDesk Crypto 5 ETF	$12.4M	0.39%	1.68%	New	Q3 2025
PINSPinterest, Inc.	$11.3M	0.35%	0.28%	Not reported	Q4 2021
RTXRTX Corp	$10M	0.31%	0.00%	Not reported	Q4 2021
BPBP PLC	$9.76M	0.30%	Not reported	Not reported	Q4 2021
MELIMercadolibre Inc	$9.46M	0.29%	0.01%	Not reported	Q4 2021
GLDSPDR Gold Trust	$8.09M	0.25%	0.01%	New	Q3 2025
CRMSalesforce, Inc.	$7.94M	0.25%	0.00%	-48.4%	Q4 2021
MAMastercard Inc	$7.8M	0.24%	0.00%	Not reported	Q4 2021
TTWOTake Two Interactive Software Inc	$7.63M	0.24%	0.02%	Not reported	Q4 2021
HDHome Depot, Inc.	$7.51M	0.23%	0.00%	Not reported	Q4 2021
ASMLAsml Holding NV	$7.31M	0.23%	0.00%	Not reported	Q4 2024
PDDPDD Holdings Inc.	$7.03M	0.22%	0.00%	-12.1%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$5.99M	0.19%	0.00%	+24.2%	Q4 2021
APPAppLovin Corp	$5.89M	0.18%	0.00%	Not reported	Q1 2025
STTState Street Corp	$5.74M	0.18%	0.02%	Not reported	Q4 2021
ORCLOracle Corp	$5.68M	0.18%	0.00%	+577.3%	Q2 2024
ADBEAdobe Inc.	$5.68M	0.18%	0.00%	-24.8%	Q4 2021
WDAYWorkday, Inc.	$5.58M	0.17%	0.01%	+139.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$5.32M	0.17%	0.00%	Not reported	Q4 2021
HCAHCA Healthcare, Inc.	$5.07M	0.16%	0.01%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.02M	0.16%	0.00%	+31.6%	Q4 2021
XOMExxonMobil Holdings Corp	$5.01M	0.16%	0.00%	Not reported	Q4 2021
OXYOccidental Petroleum Corp	$4.93M	0.15%	0.01%	Not reported	Q4 2021
ASTSAST SpaceMobile, Inc.	$4.88M	0.15%	Not reported	+28.0%	Q1 2025
ANETArista Networks, Inc.	$4.8M	0.15%	0.00%	Not reported	Q4 2024

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