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Disclosery

13F-HR filed by Yarbrough Capital, LLC

Yarbrough Capital, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-11, with 88 holding rows worth $3,342,107,375.

Accession
0001754960-26-000722
Filer
CIK 1767686
Filed
2026-08-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 88 entries on the cover page, a total value of $3,342,107,375 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,342,107,375 with VALUE read as dollars as filed, 13F file number 028-21554. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM3,262,800$652,853,591dollars as filed
Apple Inc037833100COM1,744,835$504,885,573dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,061,263$379,263,558dollars as filed
Amazon.com, Inc023135106COM863,464$205,798,010dollars as filed
META PLATFORMS INC CL A30303M102COM283,838$159,883,107dollars as filed
Vanguard S&P 500 ETF922908363COM216,447$148,658,142dollars as filed
VTI922908769COM310,912$115,049,785dollars as filed
Broadcom Inc.11135F101COM286,905$108,378,364dollars as filed
INVESCO QQQ TR46090E103COM144,498$106,408,305dollars as filed
VGT92204A702SHS712,463$85,153,564dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM199,960$70,651,867dollars as filed
Vanguard Total World Stock ETF922042742SHS390,377$61,269,602dollars as filed
VANECK ETF TRUST92189F676COM81,148$53,224,162dollars as filed
ISHARES TR464287523COM82,383$52,787,731dollars as filed
Microsoft Corp594918104COM129,794$48,415,838dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS244,080$46,502,163dollars as filed
Goldman Sachs Group,Inc.38141G104COM37,230$37,653,305dollars as filed
GARMIN LTD SHSH2906T109Stock143,870$34,174,844dollars as filed
JPMorgan Chase & Co46625H100COM97,875$32,037,399dollars as filed
ROBINHOOD MKTS INC770700102COM275,700$27,647,196dollars as filed
Qualcomm Incorporated747525103COM120,896$22,340,372dollars as filed
Advanced Micro Devices,Inc.007903107COM32,864$19,091,026dollars as filed
Bitwise 10 Crypto Index Fund091749101COM498,495$18,733,442dollars as filed
Boeing Company097023105COM77,481$16,772,312dollars as filed
Visa Inc92826C839COM46,990$16,121,799dollars as filed
Palantir Technologies Inc. Class A69608A108COM129,443$15,102,115dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK7,556$15,032,209dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM17,380$13,263,373dollars as filed
PALO ALTO NETWORKS INC697435105COM35,953$12,260,692dollars as filed
Raytheon Technologies Corporation75513E101COM59,996$11,383,041dollars as filed
Bank of America Corp060505104COM198,705$11,322,200dollars as filed
Lam Research Corporation512807306COM25,732$11,150,448dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS97,488$11,131,180dollars as filed
BLACKSTONE INC09260D107COM94,255$11,090,986dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS200,000$10,722,000dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock38,845$9,527,902dollars as filed
ARK ETF TR00214Q708BLOC FIN INN ETF238,709$9,419,457dollars as filed
AST SPACEMOBILE INC COM CL A00217D100Stock99,372$8,830,196dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS17,970$8,581,933dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF21,764$8,574,145dollars as filed
MERCADOLIBREINC58733R102STOK5,044$8,561,635dollars as filed
STATE STR CORP COM857477103Stock49,518$8,398,253dollars as filed
SPDR GOLD TR78463V107GOLD SHS22,747$8,379,540dollars as filed
CEREBRAS SYSTEMS INC COM CL A15675D103Stock36,061$7,969,481dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS30,393$7,367,871dollars as filed
Uber Technologies90353T100COM99,583$7,185,909dollars as filed
MasterCard, Inc57636Q104COM13,720$7,046,592dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS61,964$5,947,305dollars as filed
PINTEREST INC CL A72352L106Stock270,435$5,687,248dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock21,358$5,339,073dollars as filed
ARISTA NETWORKS INC040413205COM29,974$5,091,983dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT21,500$4,808,475dollars as filed
IShares Bitcoin Trust Registered46438F101SHS142,284$4,736,634dollars as filed
GE Vernova Inc.36828A101COM3,997$4,695,915dollars as filed
HCA Healthcare Inc40412C101COM11,898$4,638,911dollars as filed
SPDR SER TR78464A862S&P SEMICNDCTR7,096$4,425,775dollars as filed
APPLOVIN CORP COM CL A03831W108Stock8,198$4,223,856dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock10,853$4,022,013dollars as filed
D-WAVE QUANTUM INC26740W109COM160,368$3,847,228dollars as filed
ServiceNow,Inc.81762P102COM37,119$3,685,174dollars as filed
Wells Fargo & Company949746101COM37,485$3,097,760dollars as filed
ETF SER SOLUTIONS26922A420DEFIA QUANT ETF15,069$2,492,111dollars as filed
Tesla Motors, Inc88160R101COM5,721$2,406,253dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock17,690$2,344,279dollars as filed
ARCHER AVIATION INC03945R102COM CL A466,798$2,207,955dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock6,346$2,124,768dollars as filed
Boston Scientific Corporation101137107COM38,456$1,641,302dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,098$1,571,171dollars as filed
IONQ INC COM46222L108Stock28,992$1,544,114dollars as filed
JOBY AVIATION INCg65163100COMMON STOCK167,483$1,493,948dollars as filed
BAIDU INC SPON ADR REP A056752108ADR12,986$1,484,170dollars as filed
Micron Technology,Inc.595112103COM1,244$1,435,937dollars as filed
RIGETTI COMPUTING INC COMMON STOCK76655K103Stock69,441$1,341,600dollars as filed
WISDOMTREE TR97717Y691CMN38,565$1,236,236dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock13,962$1,215,252dollars as filed
Berkshire Hathaway Inc084670702COM1,977$989,271dollars as filed
QUANTUM COMPUTING INC74766W108COM99,056$960,843dollars as filed
SITIME CORP COM82982T106Stock1,286$958,790dollars as filed
FIGURE TECHNOLOGY SOLUTIO349381103COM CL A28,581$877,723dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS8,945$810,417dollars as filed
COREWEAVE INC COM CL A21873S108COM6,190$616,153dollars as filed
OKTAINCCLASSA679295105STOK3,667$500,362dollars as filed
TOASTINCCLASSCLASSA888787108STOK13,202$367,280dollars as filed
WERIDE INC950915108SPONSORED ADS60,426$351,679dollars as filed
PALOMAR HLDGS INC COM69753M105Stock1,693$213,978dollars as filed
CARVANA CO CL A146869102Stock3,165$208,320dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock842$206,096dollars as filed
MERCURY SYS INC COM589378108Stock1,666$203,802dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000722this filing2026-08-11acceptance time not in the bulk data set