Yarbrough Capital, LLC
Yarbrough Capital, LLC reported 88 positions worth $3.34B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: NVDA (19.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $652.9M | 19.53% | 3,262,800 | — | — | |
| ▸ 2 | AAPL | SH | $504.9M | 15.11% | 1,744,835 | — | — | |
| ▸ 3 | GOOGL | SH | $379.3M | 11.35% | 1,061,263 | — | — | |
| ▸ 4 | AMZN | SH | $205.8M | 6.16% | 863,464 | — | — | |
| ▸ 5 | META | SH | $159.9M | 4.78% | 283,838 | — | — | |
| ▸ 6 | VOO | SH | $148.7M | 4.45% | 216,447 | — | — | |
| ▸ 7 | VTI | SH | $115.0M | 3.44% | 310,912 | — | — | |
| ▸ 8 | AVGO | SH | $108.4M | 3.24% | 286,905 | — | — | |
| ▸ 9 | QQQ | SH | $106.4M | 3.18% | 144,498 | — | — | |
| ▸ 10 | VGT | SH | $85.2M | 2.55% | 712,463 | — | — |
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Frequently Asked Questions
What stocks does Yarbrough Capital, LLC hold as of Q2 2026?
Yarbrough Capital, LLC reported 88 positions worth $3.34B in its Q2 2026 13F filing. Largest positions: NVDA (19.5%), AAPL (15.1%), GOOGL (11.3%), AMZN (6.2%) and META (4.8%).
What did Yarbrough Capital, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Yarbrough Capital, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.