Yarbrough Capital, LLC Q1 2023 Filing
Filed April 13, 2023
Portfolio Value
$1.2B
Holdings
195
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (195 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MSIMOTOROLA SOLUTIONS INC | 2,620 | $749.7B | 61005.14% | |
| 102 | WOLF*WOLFSPEED INC | 11,434 | $742.6B | 60433.63% | |
| 103 | ABTABBOTT LABS | 7,240 | $733.1B | 59659.24% | |
| 104 | PANWPALO ALTO NETWORKS INC | 3,581 | $715.3B | 58206.42% | |
| 105 | KAIKADANT INC | 3,406 | $710.2B | 57795.47% | |
| 106 | OKTAOKTA INC | 8,216 | $708.5B | 57659.48% | |
| 107 | LULULULULEMON ATHLETICA INC | 1,939 | $706.2B | 57465.48% | |
| 108 | MDBMONGODB INC | 2,977 | $694.0B | 56475.45% | |
| 109 | HCQAMN HEALTHCARE SVCS INC | 8,204 | $680.6B | 55385.49% | |
| 110 | LYVLIVE NATION ENTERTAINMENT IN | 9,635 | $674.5B | 54884.69% | |
| 111 | POOLPOOL CORP | 1,940 | $664.3B | 54061.48% | |
| 112 | TREXTREX CO INC | 13,055 | $635.4B | 51705.86% | |
| 113 | ABNBAIRBNB INC | 4,733 | $588.8B | 47913.54% | |
| 114 | HURNHURON CONSULTING GROUP INC | 7,262 | $583.6B | 47495.42% | |
| 115 | KRNTKORNIT DIGITAL LTD | 29,992 | $580.6B | 47251.13% | |
| 116 | DVNDEVON ENERGY CORP NEW | 11,445 | $579.2B | 47136.06% | |
| 117 | MRCYMERCURY SYS INC | 11,092 | $567.0B | 46142.61% | |
| 118 | PLMRPALOMAR HLDGS INC | 10,266 | $566.7B | 46114.94% | |
| 119 | MCDMCDONALDS CORP | 2,003 | $560.1B | 45575.90% | |
| 120 | AONAON PLC | 1,746 | $550.5B | 44797.69% | |
| 121 | IGVISHARES TR | 1,789 | $545.1B | 44359.23% | |
| 122 | JNJJOHNSON & JOHNSON | 3,500 | $542.5B | 44147.00% | |
| 123 | TOSTTOAST INC | 29,987 | $532.3B | 43314.43% | |
| 124 | KOCOCA COLA CO | 8,300 | $514.8B | 41896.85% | |
| 125 | BMYBRISTOL-MYERS SQUIBB CO | 7,400 | $512.9B | 41737.76% | |
| 126 | AIZASSURANT INC | 4,223 | $507.1B | 41262.68% | |
| 127 | TXNTEXAS INSTRS INC | 2,700 | $502.2B | 40869.71% | |
| 128 | VMIVALMONT INDS INC | 1,572 | $501.9B | 40843.75% | |
| 129 | FCNFTI CONSULTING INC | 2,477 | $488.8B | 39779.99% | |
| 130 | RYANRYAN SPECIALTY HOLDINGS INC | 11,999 | $482.8B | 39292.05% | |
| 131 | 1GSNNOVANTA INC | 3,030 | $482.0B | 39227.20% | |
| 132 | INTUINTUIT | 1,055 | $470.4B | 38275.74% | |
| 133 | DSGDESCARTES SYS GROUP INC | 5,790 | $467.3B | 38028.51% | |
| 134 | FIVEFIVE BELOW INC | 2,250 | $463.4B | 37712.77% | |
| 135 | WSOWATSCO INC | 1,447 | $460.4B | 37464.16% | |
| 136 | TRIPTRIPADVISOR INC | 21,835 | $433.6B | 35288.55% | |
| 137 | WEXWEX INC | 2,318 | $426.3B | 34687.50% | |
| 138 | DOCNDIGITALOCEAN HLDGS INC | 10,878 | $426.1B | 34673.99% | |
| 139 | VRRMVERRA MOBILITY CORP | 25,087 | $424.5B | 34542.24% | |
| 140 | NXDRNEXTDOOR HOLDINGS INC | 192,496 | $413.9B | 33679.16% | |
| 141 | RGENREPLIGEN CORP | 2,448 | $412.1B | 33539.11% | |
| 142 | XMTRXOMETRY INC | 27,526 | $412.1B | 33532.52% | |
| 143 | CMGCHIPOTLE MEXICAN GRILL INC | 241 | $411.7B | 33502.73% | |
| 144 | MECMAYVILLE ENGR CO INC | 26,866 | $400.8B | 32619.22% | |
| 145 | GWREGUIDEWIRE SOFTWARE INC | 4,810 | $394.7B | 32116.31% | |
| 146 | MNDYMONDAY COM LTD | 2,761 | $394.1B | 32073.35% | |
| 147 | RVNCEURREVANCE THERAPEUTICS INC | 12,203 | $393.1B | 31985.95% | |
| 148 | MEGMONTROSE ENVIRONMENTAL GROUP | 10,960 | $390.9B | 31813.75% | |
| 149 | IDXXIDEXX LABS INC | 777 | $388.6B | 31620.00% | |
| 150 | EQIXEQUINIX INC | 536 | $386.5B | 31450.32% | |
| 151 | ZTSZOETIS INC | 2,322 | $386.5B | 31450.08% | |
| 152 | NEOGNEOGEN CORP | 20,840 | $386.0B | 31408.01% | |
| 153 | CRSPCRISPR THERAPEUTICS AG | 8,499 | $384.4B | 31282.12% | |
| 154 | IRTCIRHYTHM TECHNOLOGIES INC | 3,090 | $383.3B | 31187.97% | |
| 155 | OGM1COGENT COMMUNICATIONS HLDGS | 5,996 | $382.1B | 31091.29% | |
| 156 | TCMDTACTILE SYS TECHNOLOGY INC | 23,256 | $381.9B | 31074.93% | |
| 157 | AMKASSETMARK FINL HLDGS INC | 12,141 | $381.8B | 31072.49% | |
| 158 | BOXBOX INC | 14,190 | $380.1B | 30935.45% | |
| 159 | NEONEOGENOMICS INC | 21,572 | $375.6B | 30562.66% | |
| 160 | PWSCPOWERSCHOOL HOLDINGS INC | 18,906 | $374.7B | 30493.33% | |
| 161 | PODDINSULET CORP | 1,141 | $363.9B | 29615.76% | |
| 162 | AGLAGILON HEALTH INC | 15,203 | $361.1B | 29382.86% | |
| 163 | INCYINCYTE CORP | 4,990 | $360.6B | 29346.73% | |
| 164 | AXPAMERICAN EXPRESS CO | 2,161 | $356.5B | 29007.39% | |
| 165 | ICLRICON PLC | 1,662 | $355.0B | 28887.76% | |
| 166 | CTLTEURCATALENT INC | 5,276 | $346.7B | 28212.25% | |
| 167 | MRVIMARAVAI LIFESCIENCES HLDGS I | 24,731 | $346.5B | 28195.57% | |
| 168 | GLOBGLOBANT S A | 2,078 | $340.8B | 27734.33% | |
| 169 | SMGSCOTTS MIRACLE-GRO CO | 4,881 | $340.4B | 27700.80% | |
| 170 | CLBTCELLEBRITE DI LTD | 53,492 | $325.8B | 26509.85% | |
| 171 | SMARGBPSMARTSHEET INC | 6,706 | $320.5B | 26085.14% | |
| 172 | EWEDWARDS LIFESCIENCES CORP | 3,776 | $312.4B | 25421.19% | |
| 173 | CERTCERTARA INC | 12,954 | $312.3B | 25415.73% | |
| 174 | SOYSUNOPTA INC | 40,044 | $308.3B | 25091.69% | |
| 175 | PLAYDAVE & BUSTERS ENTMT INC | 8,351 | $307.2B | 25001.69% | |
| 176 | JJACOBS SOLUTIONS INC | 2,603 | $305.9B | 24891.50% | |
| 177 | DHRDANAHER CORPORATION | 1,175 | $296.1B | 24099.54% | |
| 178 | ECLECOLAB INC | 1,688 | $279.4B | 22737.94% | |
| 179 | AFWALIGN TECHNOLOGY INC | 834 | $278.7B | 22677.56% | |
| 180 | DOCSDOXIMITY INC | 8,572 | $277.6B | 22587.07% | |
| 181 | —HIRERIGHT HOLDINGS CORPORATI | 24,948 | $264.7B | 21540.32% | |
| 182 | GPNGLOBAL PMTS INC | 2,447 | $257.5B | 20956.36% | |
| 183 | RSPHINVESCO EXCHANGE TRADED FD T | 847 | $247.1B | 20104.50% | |
| 184 | KMXCARMAX INC | 3,758 | $241.6B | 19657.74% | |
| 185 | SITESITEONE LANDSCAPE SUPPLY INC | 1,716 | $234.9B | 19112.93% | |
| 186 | MXLMAXLINEAR INC | 6,419 | $226.0B | 18392.25% | |
| 187 | PTLOPORTILLOS INC | 10,425 | $222.8B | 18129.32% | |
| 188 | VCYTVERACYTE INC | 9,796 | $218.5B | 17776.88% | |
| 189 | EBEVENTBRITE INC | 25,459 | $218.4B | 17775.82% | |
| 190 | TYLTYLER TECHNOLOGIES INC | 605 | $214.6B | 17460.00% | |
| 191 | PARPAR TECHNOLOGY CORP | 5,993 | $203.5B | 16562.00% | |
| 192 | SBDSSOLO BRANDS INC | 21,608 | $155.1B | 12625.23% | |
| 193 | UAAUNDER ARMOUR INC | 14,337 | $136.1B | 11071.99% | |
| 194 | SMWBSIMILARWEB LTD | 17,200 | $116.3B | 9461.86% | |
| 195 | TWKSEURTHOUGHTWORKS HOLDING INC | 15,000 | $110.4B | 8984.02% |
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