Yarbrough Capital, LLC Q2 2024 Filing

Filed July 17, 2024

Portfolio Value

$2411.9T

Holdings

197

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (197 positions)

#StockSharesValue% PortfolioType
101
IGVISHARES TR
8,945$777.3B0.03%
102
MNDYMONDAY COM LTD
3,166$762.2B0.03%
103
OKTAOKTA INC
8,116$759.7B0.03%
104
CMGCHIPOTLE MEXICAN GRILL INC
12,050$754.9B0.03%
105
MDBMONGODB INC
2,977$744.1B0.03%
106
ZTSZOETIS INC
4,267$739.7B0.03%
107
KFYKORN FERRY
11,008$739.1B0.03%
108
ORCLORACLE CORP
5,149$727.0B0.03%
109
RYANRYAN SPECIALTY HOLDINGS INC
11,999$694.9B0.03%
110
INTUINTUIT
1,055$693.4B0.03%
111
WSOWATSCO INC
1,447$670.3B0.03%
112
CBZCBIZ INC
8,884$658.3B0.03%
113
SPLVINVESCO EXCH TRADED FD TR II
10,000$649.5B0.03%
114
AFWALIGN TECHNOLOGY INC
2,556$617.1B0.03%
115
DTDYNATRACE INC
13,719$613.8B0.03%
116
NOWSERVICENOW INC
734$577.4B0.02%
117
LRNSTRIDE INC
8,022$565.6B0.02%
118
DSGDESCARTES SYS GROUP INC
5,790$560.7B0.02%
119
GKOSGLAUKOS CORP
4,728$559.6B0.02%
120
VRRMVERRA MOBILITY CORP
19,720$536.4B0.02%
121
TOSTTOAST INC
20,787$535.7B0.02%
122
ISRGINTUITIVE SURGICAL INC
1,190$529.4B0.02%
123
THRTHERMON GROUP HLDGS INC
17,192$528.8B0.02%
124
KOCOCA COLA CO
8,300$528.3B0.02%
125
AONAON PLC
1,746$512.6B0.02%
126
MCDMCDONALDS CORP
2,003$510.4B0.02%
127
CWCURTISS WRIGHT CORP
1,876$508.3B0.02%
128
KAIKADANT INC
1,724$506.5B0.02%
129
LYVLIVE NATION ENTERTAINMENT IN
5,374$503.8B0.02%
130
AXPAMERICAN EXPRESS CO
2,161$500.4B0.02%
131
CHWYCHEWY INC
17,350$472.6B0.02%
132
SNSHARKNINJA INC
6,284$472.2B0.02%
133
NAMSNEWAMSTERDAM PHARMA COMPANY
23,960$460.3B0.02%
134
CRSPCRISPR THERAPEUTICS AG
8,399$453.6B0.02%
135
T7DTRANSDIGM GROUP INC
354$452.3B0.02%
136
FERGFERGUSON PLC NEW
2,333$451.8B0.02%
137
MECMAYVILLE ENGR CO INC
26,866$447.6B0.02%
138
SRPTSAREPTA THERAPEUTICS INC
2,790$440.8B0.02%
139
PLMRPALOMAR HLDGS INC
5,351$434.2B0.02%
140
RCKTROCKET PHARMACEUTICALS INC
19,531$420.5B0.02%
141
HCQAMN HEALTHCARE SVCS INC
8,204$420.3B0.02%
142
AMKASSETMARK FINL HLDGS INC
12,141$419.5B0.02%
143
LDOSLEIDOS HOLDINGS INC
2,818$411.1B0.02%
144
AAONAAON INC
4,684$408.6B0.02%
145
AXSMAXSOME THERAPEUTICS INC
5,054$406.8B0.02%
146
EQIXEQUINIX INC
536$405.5B0.02%
147
SCHWSCHWAB CHARLES CORP
5,454$401.9B0.02%
148
TRMBTRIMBLE INC
7,120$398.1B0.02%
149
ROLROLLINS INC
8,067$393.6B0.02%
150
ABTABBOTT LABS
3,692$383.6B0.02%
151
TMDXTRANSMEDICS GROUP INC
2,541$382.7B0.02%
152
IDXXIDEXX LABS INC
777$378.6B0.02%
153
DOCNDIGITALOCEAN HLDGS INC
10,878$378.0B0.02%
154
BAHBOOZ ALLEN HAMILTON HLDG COR
2,410$370.9B0.02%
155
HOLXHOLOGIC INC
4,974$369.3B0.02%
156
ABNBAIRBNB INC
2,406$364.8B0.02%
157
VMIVALMONT INDS INC
1,288$353.5B0.01%
158
PLNTPLANET FITNESS INC
4,705$346.2B0.01%
159
PCORPROCORE TECHNOLOGIES INC
5,191$344.2B0.01%
160
OGM1COGENT COMMUNICATIONS HLDGS
5,996$338.4B0.01%
161
CRWDCROWDSTRIKE HLDGS INC
883$338.4B0.01%
162
UBERUBER TECHNOLOGIES INC
4,584$333.2B0.01%
163
NEOGNEOGEN CORP
20,840$325.7B0.01%
164
XRAYDENTSPLY SIRONA INC
12,781$318.4B0.01%
165
POOLPOOL CORP
1,020$313.5B0.01%
166
GPNGLOBAL PMTS INC
3,227$312.1B0.01%
167
TTEKTETRA TECH INC NEW
1,505$307.7B0.01%
168
BMYBRISTOL-MYERS SQUIBB CO
7,400$307.3B0.01%
169
TYLTYLER TECHNOLOGIES INC
605$304.2B0.01%
170
INCYINCYTE CORP
4,990$302.5B0.01%
171
NEONEOGENOMICS INC
21,572$299.2B0.01%
172
CTLTEURCATALENT INC
5,276$296.7B0.01%
173
DHRDANAHER CORPORATION
1,175$293.6B0.01%
174
WSCWILLSCOT MOBIL MINI HLDNG CO
7,733$291.1B0.01%
175
QDELQUIDELORTHO CORP
8,551$284.1B0.01%
176
TCMDTACTILE SYS TECHNOLOGY INC
23,256$277.7B0.01%
177
EXASEXACT SCIENCES CORP
6,554$276.9B0.01%
178
PCTYPAYLOCITY HLDG CORP
2,100$276.9B0.01%
179
GOGOGOGO INC
28,526$274.4B0.01%
180
KRNTKORNIT DIGITAL LTD
18,517$271.1B0.01%
181
WOLF*WOLFSPEED INC
11,434$260.2B0.01%
182
RSPHINVESCO EXCHANGE TRADED FD T
8,470$254.4B0.01%
183
THSTREEHOUSE FOODS INC
6,901$252.9B0.01%
184
XMTRXOMETRY INC
21,527$248.9B0.01%
185
AZEKAZEK CO INC
5,875$247.5B0.01%
186
SPTSPROUT SOCIAL INC
6,721$239.8B0.01%
187
DOCSDOXIMITY INC
8,572$239.8B0.01%
188
FLYWFLYWIRE CORPORATION
14,391$235.9B0.01%
189
AGLAGILON HEALTH INC
35,333$231.1B0.01%
190
JNJJOHNSON & JOHNSON
1,538$224.8B0.01%
191
HAINHAIN CELESTIAL GROUP INC
32,451$224.2B0.01%
192
DVDOUBLEVERIFY HLDGS INC
11,395$221.9B0.01%
193
SOYSUNOPTA INC
40,044$216.2B0.01%
194
LZLEGALZOOM COM INC
25,765$216.2B0.01%
195
XXYCROSS CTRY HEALTHCARE INC
12,951$179.2B0.01%
196
MRVIMARAVAI LIFESCIENCES HLDGS I
24,731$177.1B0.01%
197
RVNCEURREVANCE THERAPEUTICS INC
12,203$31.4B0.00%
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