Yarbrough Capital, LLC

FRANKLIN, TN · CIK 1767686 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFranklin, TN

$3.3bn reported value +17.2% vs Q1 2026

88positions

73.8%in top 10

8 new 7 added 8 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	3,262,800	$652.9m19.53%	19.53%	Unchanged
2	APPLE INC COM AAPL	AAPL	1,744,835	$504.9m15.11%	15.11%	Unchanged
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,061,263	$379.3m11.35%	11.35%	Added +2.3k	+2,280 0.2%
4	AMAZON COM INC COM AMZN	AMZN	863,464	$205.8m6.16%	6.16%	Added +1.7k	+1,700 0.2%
5	META PLATFORMS INC CL A META	META	283,838	$159.9m4.78%	4.78%	Unchanged
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	216,447	$148.7m4.45%	4.45%	Unchanged
7	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	310,912	$115.0m3.44%	3.44%	Unchanged
8	BROADCOM INC COM AVGO	AVGO	286,905	$108.4m3.24%	3.24%	Unchanged
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	144,498	$106.4m3.18%	3.18%	Unchanged
10	VANGUARD WORLD FD INF TECH ETF VGT	VGT	712,463	$85.2m2.55%	2.55%	Reduced -1	-1 0.0%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	199,960	$70.7m2.11%	2.11%	Added +2.2k	+2,180 1.1%
12	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	390,377	$61.3m1.83%	1.83%	Unchanged
13	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	81,148	$53.2m1.59%	1.59%	Unchanged
14	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	82,383	$52.8m1.58%	1.58%	Unchanged
15	MICROSOFT CORP COM MSFT	MSFT	129,794	$48.4m1.45%	1.45%	Added +1.8k	+1,808 1.4%
16	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	244,080	$46.5m1.39%	1.39%	Unchanged
17	GOLDMAN SACHS GROUP INC COM GS	GS	37,230	$37.7m1.13%	1.13%	Unchanged
18	GARMIN LTD SHS GRMN	GRMN	143,870	$34.2m1.02%	1.02%	Unchanged
19	JPMORGAN CHASE & CO COM JPM	JPM	97,875	$32.0m0.96%	0.96%	Unchanged
20	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	275,700	$27.6m0.83%	0.83%	Unchanged
21	QUALCOMM INC COM QCOM	QCOM	120,896	$22.3m0.67%	0.67%	Unchanged
22	ADVANCED MICRO DEVICES INC COM AMD	AMD	32,864	$19.1m0.57%	0.57%	Unchanged
23	BITWISE 10 CRYPTO INDEX ETF UNIT BENEFICIAL BITW	BITW	498,495	$18.7m0.56%	0.56%	Unchanged
24	BOEING CO COM BA	BA	77,481	$16.8m0.50%	0.50%	Unchanged
25	VISA INC COM CL A V	V	46,990	$16.1m0.48%	0.48%	Added +1.6k	+1,573 3.5%
26	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	129,443	$15.1m0.45%	0.45%	Unchanged
27	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	7,556	$15.0m0.45%	0.45%	Unchanged
28	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	17,380	$13.3m0.40%	0.40%	Unchanged
29	PALO ALTO NETWORKS INC COM PANW	PANW	35,953	$12.3m0.37%	0.37%	Added +3.0k	+3,032 9.2%
30	RTX CORPORATION COM RTX	RTX	59,996	$11.4m0.34%	0.34%	Unchanged
31	BANK AMERICA CORP COM BAC	BAC	198,705	$11.3m0.34%	0.34%	Unchanged
32	LAM RESEARCH CORP COM NEW LRCX	LRCX	25,732	$11.2m0.33%	0.33%	Unchanged
33	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	97,488	$11.1m0.33%	0.33%	Unchanged
34	BLACKSTONE INC COM BX	BX	94,255	$11.1m0.33%	0.33%	Unchanged
35	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	200,000	$10.7m0.32%	0.32%	Unchanged
36	CLOUDFLARE INC CL A COM NET	NET	38,845	$9.5m0.29%	0.29%	Unchanged
37	ARK ETF TR FINTECH INNOVA ARKF	ARKF	238,709	$9.4m0.28%	0.28%	Unchanged
38	AST SPACEMOBILE INC COM CL A ASTS	ASTS	99,372	$8.8m0.26%	0.26%	Unchanged
39	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	17,970	$8.6m0.26%	0.26%	Unchanged
40	ISHARES TR RUS 2000 GRW ETF IWO	IWO	21,764	$8.6m0.26%	0.26%	Unchanged
41	MERCADOLIBRE INC COM MELI	MELI	5,044	$8.6m0.26%	0.26%	Unchanged
42	STATE STR CORP COM STT	STT	49,518	$8.4m0.25%	0.25%	Unchanged
43	SPDR GOLD TR GOLD SHS GLD	GLD	22,747	$8.4m0.25%	0.25%	Unchanged
44	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	36,061	$8.0m0.24%	0.24%	New
45	ISHARES TR US AER DEF ETF ITA	ITA	30,393	$7.4m0.22%	0.22%	Unchanged
46	UBER TECHNOLOGIES INC COM UBER	UBER	99,583	$7.2m0.22%	0.22%	Reduced -54.5k	-54,526 -35.4%
47	MASTERCARD INCORPORATED CL A MA	MA	13,720	$7.0m0.21%	0.21%	Unchanged
48	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	61,964	$5.9m0.18%	0.18%	Reduced -49.6k	-49,617 -44.5%
49	PINTEREST INC CL A PINS	PINS	270,435	$5.7m0.17%	0.17%	Reduced -80.0k	-80,035 -22.8%
50	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	21,358	$5.3m0.16%	0.16%	Reduced -8.2k	-8,190 -27.7%
51	ARISTA NETWORKS INC COM SHS ANET	ANET	29,974	$5.1m0.15%	0.15%	Unchanged
52	SIMON PPTY GROUP INC NEW COM SPG	SPG	21,500	$4.8m0.14%	0.14%	Unchanged
53	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	142,284	$4.7m0.14%	0.14%	Unchanged
54	GE VERNOVA INC COM GEV	GEV	3,997	$4.7m0.14%	0.14%	Unchanged
55	HCA HEALTHCARE INC COM HCA	HCA	11,898	$4.6m0.14%	0.14%	Unchanged
56	SPDR SER TR S&P SEMICNDCTR XSD	XSD	7,096	$4.4m0.13%	0.13%	Unchanged
57	APPLOVIN CORP COM CL A APP	APP	8,198	$4.2m0.13%	0.13%	Unchanged
58	MARRIOTT INTL INC NEW CL A MAR	MAR	10,853	$4.0m0.12%	0.12%	Unchanged
59	D-WAVE QUANTUM INC COM QBTS	QBTS	160,368	$3.8m0.12%	0.12%	Added +39.3k	+39,308 32.5%
60	SERVICENOW INC COM NOW	NOW	37,119	$3.7m0.11%	0.11%	Reduced -4.6k	-4,563 -10.9%
61	WELLS FARGO CO NEW COM WFC	WFC	37,485	$3.1m0.09%	0.09%	Unchanged
62	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	15,069	$2.5m0.07%	0.07%	Unchanged
63	TESLA INC COM TSLA	TSLA	5,721	$2.4m0.07%	0.07%	New
64	HARTFORD INSURANCE GROUP INC COM HIG	HIG	17,690	$2.3m0.07%	0.07%	Unchanged
65	ARCHER AVIATION INC COM CL A ACHR	ACHR	466,798	$2.2m0.07%	0.07%	Unchanged
66	VERTIV HOLDINGS CO COM CL A VRT	VRT	6,346	$2.1m0.06%	0.06%	New
67	BOSTON SCIENTIFIC CORP COM BSX	BSX	38,456	$1.6m0.05%	0.05%	Unchanged
68	ISHARES TR CORE S&P500 ETF IVV	IVV	2,098	$1.6m0.05%	0.05%	Unchanged
69	IONQ INC COM IONQ	IONQ	28,992	$1.5m0.05%	0.05%	Unchanged
70	JOBY AVIATION INC COMMON STOCK JOBY	JOBY	167,483	$1.5m0.04%	0.04%	Unchanged
71	BAIDU INC SPON ADR REP A BIDU	BIDU	12,986	$1.5m0.04%	0.04%	Unchanged
72	MICRON TECHNOLOGY INC COM MU	MU	1,244	$1.4m0.04%	0.04%	New
73	RIGETTI COMPUTING INC COMMON STOCK RGTI	RGTI	69,441	$1.3m0.04%	0.04%	Unchanged
74	WISDOMTREE TR CLOUD COMPUTNG WCLD	WCLD	38,565	$1.2m0.04%	0.04%	Unchanged
75	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	13,962	$1.2m0.04%	0.04%	Reduced -147	-147 -1.0%
76	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,977	$989.3k0.03%	0.03%	Unchanged
77	QUANTUM COMPUTING INC COM QUBT	QUBT	99,056	$960.8k0.03%	0.03%	Unchanged
78	SITIME CORP COM SITM	SITM	1,286	$958.8k0.03%	0.03%	New
79	FIGURE TECHNOLOGY SOLUTIO COM CL A FIGR	FIGR	28,581	$877.7k0.03%	0.03%	Unchanged
80	ISHARES TR EXPANDED TECH IGV	IGV	8,945	$810.4k0.02%	0.02%	Unchanged
81	COREWEAVE INC COM CL A CRWV	CRWV	6,190	$616.2k0.02%	0.02%	Unchanged
82	OKTA INC CL A OKTA	OKTA	3,667	$500.4k0.01%	0.01%	Unchanged
83	TOAST INC CL A TOST	TOST	13,202	$367.3k0.01%	0.01%	Reduced -40.6k	-40,594 -75.5%
84	WERIDE INC SPONSORED ADS WRD	WRD	60,426	$351.7k0.01%	0.01%	Unchanged
85	PALOMAR HLDGS INC COM PLMR	PLMR	1,693	$214.0k0.01%	0.01%	Unchanged
86	CARVANA CO CL A CVNA	CVNA	3,165	$208.3k0.01%	0.01%	New
87	AXSOME THERAPEUTICS INC COM AXSM	AXSM	842	$206.1k0.01%	0.01%	New
88	MERCURY SYS INC COM MRCY	MRCY	1,666	$203.8k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BP PLC BP	BP	139,850	$6.6m139.8k shares
PDD HOLDINGS INC PDD	PDD	53,202	$5.4m53.2k shares
XPENG INC XPEV	XPEV	278,642	$4.8m278.6k shares
DRAFTKINGS INC NEW DKNG	DKNG	71,800	$1.6m71.8k shares
ROBLOX CORP RBLX	RBLX	3,551	$200.8k3.6k shares