Yarbrough Capital, LLC
CIK 1767686
13F filing for Q2 2026・No. 1,199
- Holdings
- US$3.34B
- Quarter change
- +US$489.36M
- Entries
- 88
- Net bought (estimate)
- −US$11.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 5
- Cut 8
- Added 7
- Corporate actions 0
- Unchanged 65
Largest holdings
88 stocks worth US$3.34B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Unchanged | 3,262,800 | US$652.85M | 19.53% |
| AAPLAppleCOM | Unchanged | 1,744,835 | US$504.89M | 15.11% |
| GOOGLAlphabetCAP STK CL A | Added | 1,061,263 | US$379.26M | 11.35% |
| AMZNAmazonCOM | Added | 863,464 | US$205.8M | 6.16% |
| METAMetaCL A | Unchanged | 283,838 | US$159.88M | 4.78% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Unchanged | 216,447 | US$148.66M | 4.45% |
| VANGUARD INDEX FDSTOTAL STK MKT | Unchanged | 310,912 | US$115.05M | 3.44% |
| AVGOBroadcomCOM | Unchanged | 286,905 | US$108.38M | 3.24% |
| QQQInvesco QQQUNIT SER 1 | Unchanged | 144,498 | US$106.41M | 3.18% |
| VANGUARD WORLD FDINF TECH ETF | CutSplit 8:1 | 712,463 | US$85.15M | 2.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.