Yarbrough Capital, LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$2.8B
Holdings
152
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (152 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $548.3M |
AAPLAPPLE INC | $365.9M |
METAMETA PLATFORMS INC | $204.7M |
AMZNAMAZON COM INC | $190.2M |
GOOGLALPHABET INC | $189.3M |
VOOVANGUARD INDEX FDS | $122.9M |
VTIVANGUARD INDEX FDS | $94.5M |
AVGOBROADCOM INC | $81.5M |
NDQINVESCO QQQ TR | $79.7M |
MSFTMICROSOFT CORP | $64.6M |
VGTVANGUARD WORLD FD | $59.1M |
VTVANGUARD INTL EQUITY INDEX F | $50.2M |
GOOGALPHABET INC | $35.5M |
IBITISHARES BITCOIN TRUST ETF | $32.1M |
XLKSELECT SECTOR SPDR TR | $30.9M |
GRMNGARMIN LTD | $30.0M |
JPMJPMORGAN CHASE & CO. | $28.4M |
IWOISHARES TR | $27.4M |
GSGOLDMAN SACHS GROUP INC | $26.3M |
QCOMQUALCOMM INC | $26.3M |
HOODROBINHOOD MKTS INC | $25.8M |
FANGDIAMONDBACK ENERGY INC | $23.0M |
SMHVANECK ETF TRUST | $22.6M |
SOXXISHARES TR | $19.7M |
CRMSALESFORCE INC | $17.7M |
VVISA INC | $16.8M |
FENYFIDELITY COVINGTON TRUST | $16.7M |
BABOEING CO | $16.7M |
BXBLACKSTONE INC | $14.1M |
BACBANK AMERICA CORP | $14.0M |
SHOPSHOPIFY INC | $12.7M |
BABAALIBABA GROUP HLDG LTD | $12.7M |
PINSPINTEREST INC | $12.6M |
ARKFARK ETF TR | $12.0M |
MPCMARATHON PETE CORP | $10.9M |
MLB1MERCADOLIBRE INC | $10.6M |
XLFSELECT SECTOR SPDR TR | $10.5M |
PLTRPALANTIR TECHNOLOGIES INC | $9.8M |
RTXRTX CORPORATION | $8.8M |
BPBP PLC | $8.5M |
ADBEADOBE INC | $8.3M |
MAMASTERCARD INCORPORATED | $7.7M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $7.2M |
HDHOME DEPOT INC | $6.8M |
PDDPDD HOLDINGS INC | $6.3M |
ASMLASML HOLDING N V | $6.1M |
WQTMWISDOMTREE TR | $6.0M |
ITA*ISHARES TR | $5.7M |
STTSTATE STR CORP | $5.3M |
ACHRARCHER AVIATION INC | $5.1M |
FBTFIRST TR EXCHANGE-TRADED FD | $5.0M |
CRWDCROWDSTRIKE HLDGS INC | $5.0M |
XOMEXXON MOBIL CORP | $4.8M |
AMDADVANCED MICRO DEVICES INC | $4.7M |
HCAHCA HEALTHCARE INC | $4.6M |
CVXCHEVRON CORP NEW | $4.2M |
BSXBOSTON SCIENTIFIC CORP | $4.1M |
SHELSHELL PLC | $4.1M |
ARKKARK ETF TR | $3.9M |
OXYOCCIDENTAL PETE CORP | $3.8M |
RSPTINVESCO EXCHANGE TRADED FD T | $3.7M |
ASTSAST SPACEMOBILE INC | $3.6M |
UBERUBER TECHNOLOGIES INC | $3.6M |
VEEVVEEVA SYS INC | $3.5M |
SPGSIMON PPTY GROUP INC NEW | $3.5M |
ANETARISTA NETWORKS INC | $3.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.1M |
SOUNSOUNDHOUND AI INC | $3.1M |
DKNGDRAFTKINGS INC NEW | $3.1M |
WFCWELLS FARGO CO NEW | $3.0M |
MARMARRIOTT INTL INC NEW | $3.0M |
APPAPPLOVIN CORP | $2.9M |
ADSKAUTODESK INC | $2.7M |
XSDSPDR SERIES TRUST | $2.7M |
LRCXLAM RESEARCH CORP | $2.5M |
TOSTTOAST INC | $2.4M |
WDAYWORKDAY INC | $2.3M |
HIGHARTFORD INSURANCE GROUP INC | $2.2M |
PYPLPAYPAL HLDGS INC | $2.2M |
GEVGE VERNOVA INC | $2.2M |
CHWYCHEWY INC | $1.8M |
QBTSD-WAVE QUANTUM INC | $1.8M |
JOBYJOBY AVIATION INC | $1.8M |
NOWSERVICENOW INC | $1.7M |
PANWPALO ALTO NETWORKS INC | $1.5M |
QTUMETF SER SOLUTIONS | $1.4M |
MNDYMONDAY COM LTD | $1.4M |
IVVISHARES TR | $1.3M |
PODDINSULET CORP | $1.3M |
ROLROLLINS INC | $1.2M |
LRNSTRIDE INC | $1.2M |
FISVFISERV INC | $1.1M |
LBRDKLIBERTY BROADBAND CORP | $1.1M |
CBZCBIZ INC | $1.0M |
CRWVCOREWEAVE INC | $1.0M |
IGVISHARES TR | $979K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $960K |
BJBJS WHSL CLUB HLDGS INC | $935K |
CVNACARVANA CO | $930K |
XBISPDR SERIES TRUST | $920K |
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