Yarbrough Capital, LLC: 13F holdings
CIK 17676862026Q2
| Positions | 88 |
|---|---|
| Reported value | $3.3bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 3,262,800 | $652.9m | 19.5% |
| AAPL APPLE INC | 1,744,835 | $504.9m | 15.1% |
| GOOGL ALPHABET INC | 1,061,263 | $379.3m | 11.3% |
| AMZN AMAZON COM INC | 863,464 | $205.8m | 6.2% |
| META META PLATFORMS INC | 283,838 | $159.9m | 4.8% |
| VOO VANGUARD INDEX FDS | 216,447 | $148.7m | 4.4% |
| VTI VANGUARD INDEX FDS | 310,912 | $115.0m | 3.4% |
| AVGO BROADCOM INC | 286,905 | $108.4m | 3.2% |
| QQQ INVESCO QQQ TR | 144,498 | $106.4m | 3.2% |
| VGT VANGUARD WORLD FD | 712,463 | $85.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767686")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.