Yarbrough Capital, LLC Q3 2024 Filing

Filed October 15, 2024

Portfolio Value

$2.5B

Holdings

200

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (200 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
2,040,895$475.5T19372737.13%
2
NVDANVIDIA CORPORATION
3,268,000$396.9T16168066.32%
3
GOOGLALPHABET INC
1,056,920$175.3T7141211.70%
4
AMZNAMAZON COM INC
863,347$160.9T6553638.56%
5
METAMETA PLATFORMS INC
254,588$145.7T5937207.39%
6
VOOVANGUARD INDEX FDS
216,447$114.2T4652954.54%
7
VTIVANGUARD INDEX FDS
310,912$88.0T3586603.43%
8
NDQINVESCO QQQ TR
139,887$68.3T2781465.62%
9
MSFTMICROSOFT CORP
129,794$55.9T2275312.23%
10
VGTVANGUARD WORLD FD
90,675$53.2T2166627.00%
11
AVGOBROADCOM INC
285,190$49.2T2004184.54%
12
VTVANGUARD INTL EQUITY INDEX F
390,377$46.7T1903672.37%
13
GOOGALPHABET INC
199,960$33.4T1361970.61%
14
FANGDIAMONDBACK ENERGY INC
167,047$28.8T1173245.84%
15
QCOMQUALCOMM INC
164,826$28.0T1141870.01%
16
XLKSELECT SECTOR SPDR TR
122,040$27.6T1122442.99%
17
GRMNGARMIN LTD
143,870$25.3T1031741.27%
18
JPMJPMORGAN CHASE & CO.
97,875$20.6T840775.30%
19
CRMSALESFORCE INC
72,522$19.8T808676.39%
20
SOXXISHARES TR
82,383$19.0T773913.44%
21
GSGOLDMAN SACHS GROUP INC
37,230$18.4T750946.58%
22
FENYFIDELITY COVINGTON TRUST
711,695$17.1T698175.32%
23
BXBLACKSTONE INC
94,255$14.4T588002.26%
24
SMHVANECK ETF TRUST
57,788$14.2T577849.88%
25
ADBEADOBE INC
26,721$13.8T563653.60%
26
BABAALIBABA GROUP HLDG LTD
128,704$13.7T556421.10%
27
BABOEING CO
80,947$12.3T501386.85%
28
VVISA INC
43,662$12.0T489070.73%
29
BACBANK AMERICA CORP
295,081$11.7T477009.39%
30
PINSPINTEREST INC
350,470$11.3T462176.51%
31
MPCMARATHON PETE CORP
65,706$10.7T436080.91%
32
XLFSELECT SECTOR SPDR TR
200,000$9.1T369261.66%
33
BPBP PLC
283,148$8.9T362092.18%
34
SHOPSHOPIFY INC
97,480$7.8T318257.88%
35
HDHOME DEPOT INC
18,538$7.5T306017.78%
36
ARKFARK ETF TR
238,709$7.1T289995.14%
37
MAMASTERCARD INCORPORATED
13,878$6.9T279185.11%
38
RTXRTX CORPORATION
52,266$6.3T257984.06%
39
TTWOTAKE-TWO INTERACTIVE SOFTWAR
40,454$6.2T253324.90%
40
IHIISHARES TR
104,660$6.2T252501.19%
41
ALLYALLY FINL INC
167,087$5.9T242261.80%
42
XSDSPDR SER TR
24,496$5.9T239757.88%
43
WQTMWISDOMTREE TR
175,411$5.6T228390.45%
44
ADSKAUTODESK INC
19,831$5.5T222560.97%
45
FBTFIRST TR EXCHANGE-TRADED FD
31,160$5.4T218254.62%
46
EAELECTRONIC ARTS INC
37,100$5.3T216799.61%
47
XOMEXXON MOBIL CORP
44,400$5.2T212030.83%
48
IBITISHARES BITCOIN TRUST ETF
140,573$5.1T206911.27%
49
HCAHCA HEALTHCARE INC
11,898$4.8T197003.54%
50
OXYOCCIDENTAL PETE CORP
91,448$4.7T192014.02%
51
NKENIKE INC
53,268$4.7T191837.26%
52
ITA*ISHARES TR
30,393$4.5T185283.02%
53
STTSTATE STR CORP
49,518$4.4T178473.36%
54
CVXCHEVRON CORP NEW
29,107$4.3T174632.90%
55
VEEVVEEVA SYS INC
19,444$4.1T166245.64%
56
PLTRPALANTIR TECHNOLOGIES INC
108,405$4.0T164288.28%
57
DISDISNEY WALT CO
40,000$3.8T156748.80%
58
SHELSHELL PLC
57,590$3.8T154730.61%
59
XBISPDR SER TR
37,340$3.7T150295.36%
60
SPGSIMON PPTY GROUP INC NEW
21,500$3.6T148044.02%
61
XYZBLOCK INC
50,325$3.4T137630.51%
62
PYPLPAYPAL HLDGS INC
42,044$3.3T133653.37%
63
BSXBOSTON SCIENTIFIC CORP
38,456$3.2T131287.23%
64
CSGPCOSTAR GROUP INC
37,950$2.9T116634.70%
65
DKNGDRAFTKINGS INC NEW
71,800$2.8T114663.40%
66
RSPTINVESCO EXCHANGE TRADED FD T
74,180$2.8T113931.15%
67
MARMARRIOTT INTL INC NEW
10,853$2.7T109917.10%
68
ARKKARK ETF TR
56,176$2.7T108775.95%
69
LVLNSPDR SER TR
43,363$2.5T99988.51%
70
AMDADVANCED MICRO DEVICES INC
14,864$2.4T99358.64%
71
TSMTAIWAN SEMICONDUCTOR MFG LTD
13,657$2.4T96626.09%
72
WDAYWORKDAY INC
9,665$2.4T96235.48%
73
WFCWELLS FARGO CO NEW
37,485$2.1T86266.76%
74
HIGHARTFORD FINL SVCS GROUP INC
17,690$2.1T84759.12%
75
UNHUNITEDHEALTH GROUP INC
3,043$1.8T72482.71%
76
FISVFISERV INC
9,756$1.8T71402.47%
77
CRWDCROWDSTRIKE HLDGS INC
5,883$1.7T67220.17%
78
SHVISHARES TR
14,053$1.6T63336.81%
79
SMGSCOTTS MIRACLE-GRO CO
16,976$1.5T59960.98%
80
GWREGUIDEWIRE SOFTWARE INC
7,519$1.4T56038.06%
81
PGRPROGRESSIVE CORP
4,966$1.3T51338.61%
82
TMOTHERMO FISHER SCIENTIFIC INC
2,000$1.2T50400.31%
83
PANWPALO ALTO NETWORKS INC
3,581$1.2T49864.42%
84
IVVISHARES TR
2,098$1.2T49301.48%
85
SBUXSTARBUCKS CORP
12,280$1.2T48772.24%
86
ALSALLSTATE CORP
5,798$1.1T44796.65%
87
SNSHARKNINJA INC
9,879$1.1T43751.88%
88
ICLRICON PLC
3,413$980.6B39948.58%
89
CBZCBIZ INC
14,346$965.3B39327.43%
90
PODDINSULET CORP
4,062$945.4B38516.26%
91
VRRMVERRA MOBILITY CORP
32,903$915.0B37277.83%
92
MNDYMONDAY COM LTD
3,166$879.4B35827.02%
93
ORCLORACLE CORP
5,149$877.4B35744.32%
94
AAONAAON INC
7,984$861.0B35076.39%
95
INTCINTEL CORP
36,400$853.9B34789.14%
96
BJBJS WHSL CLUB HLDGS INC
10,239$844.5B34404.93%
97
BAHBOOZ ALLEN HAMILTON HLDG COR
5,175$842.3B34314.08%
98
1GSNNOVANTA INC
4,705$841.8B34295.18%
99
ZTSZOETIS INC
4,267$833.7B33963.84%
100
CVSCVS HEALTH CORP
13,221$831.3B33868.11%
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