Yarbrough Capital, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$3.2B
Holdings
158
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ISRGINTUITIVE SURGICAL INC | 1,190 | $673K | 0.02% | |
| 102 | JLLJONES LANG LASALLE INC | 1,988 | $668K | 0.02% | |
| 103 | ULSUL SOLUTIONS INC | 8,214 | $647K | 0.02% | |
| 104 | MNDYMONDAY COM LTD | 4,381 | $646K | 0.02% | |
| 105 | RYANRYAN SPECIALTY HOLDINGS INC | 11,999 | $619K | 0.02% | |
| 106 | AONAON PLC | 1,746 | $616K | 0.02% | |
| 107 | XMTRXOMETRY INC | 10,134 | $602K | 0.02% | |
| 108 | PODDINSULET CORP | 2,068 | $587K | 0.02% | |
| 109 | ORCLORACLE CORP | 2,983 | $581K | 0.02% | |
| 110 | PGRPROGRESSIVE CORP | 2,433 | $554K | 0.02% | |
| 111 | TYLTYLER TECHNOLOGIES INC | 1,207 | $547K | 0.02% | |
| 112 | SCHWSCHWAB CHARLES CORP | 5,454 | $544K | 0.02% | |
| 113 | GWREGUIDEWIRE SOFTWARE INC | 2,709 | $544K | 0.02% | |
| 114 | IDXXIDEXX LABS INC | 777 | $525K | 0.02% | |
| 115 | WRDWERIDE INC | 60,426 | $524K | 0.02% | |
| 116 | LDOSLEIDOS HOLDINGS INC | 2,818 | $508K | 0.02% | |
| 117 | AXONAXON ENTERPRISE INC | 836 | $474K | 0.01% | |
| 118 | T7DTRANSDIGM GROUP INC | 354 | $470K | 0.01% | |
| 119 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 28,563 | $463K | 0.01% | |
| 120 | COSTCOSTCO WHSL CORP NEW | 515 | $444K | 0.01% | |
| 121 | CRWVCOREWEAVE INC | 6,190 | $443K | 0.01% | |
| 122 | TMOTHERMO FISHER SCIENTIFIC INC | 742 | $429K | 0.01% | |
| 123 | CWANCLEARWATER ANALYTICS HLDGS I | 17,616 | $424K | 0.01% | |
| 124 | FSSFEDERAL SIGNAL CORP | 3,691 | $400K | 0.01% | |
| 125 | 51AAMERICAN PUB ED INC | 10,587 | $400K | 0.01% | |
| 126 | CA8ACACI INTL INC | 744 | $396K | 0.01% | |
| 127 | ASTHASTRANA HEALTH INC | 15,894 | $394K | 0.01% | |
| 128 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,502 | $393K | 0.01% | |
| 129 | AIRAAR CORP | 4,675 | $387K | 0.01% | |
| 130 | OKTAOKTA INC | 4,400 | $380K | 0.01% | |
| 131 | CLBTCELLEBRITE DI LTD | 21,044 | $379K | 0.01% | |
| 132 | MPWRMONOLITHIC PWR SYS INC | 418 | $378K | 0.01% | |
| 133 | AFRMAFFIRM HLDGS INC | 5,034 | $374K | 0.01% | |
| 134 | TWTRADEWEB MKTS INC | 3,426 | $368K | 0.01% | |
| 135 | KVYOKLAVIYO INC | 11,270 | $365K | 0.01% | |
| 136 | CWCURTISS WRIGHT CORP | 656 | $361K | 0.01% | |
| 137 | FASTFASTENAL CO | 8,990 | $360K | 0.01% | |
| 138 | IQVIQVIA HLDGS INC | 1,589 | $358K | 0.01% | |
| 139 | VNOMVIPER ENERGY INC | 9,223 | $356K | 0.01% | |
| 140 | SNSHARKNINJA INC | 3,090 | $345K | 0.01% | |
| 141 | TECHBIO-TECHNE CORP | 5,846 | $343K | 0.01% | |
| 142 | WCNWASTE CONNECTIONS INC | 1,903 | $333K | 0.01% | |
| 143 | SPXCSPX TECHNOLOGIES INC | 1,657 | $331K | 0.01% | |
| 144 | ALKTALKAMI TECHNOLOGY INC | 14,061 | $324K | 0.01% | |
| 145 | PCTYPAYLOCITY HLDG CORP | 2,100 | $320K | 0.01% | |
| 146 | MODMODINE MFG CO | 2,389 | $318K | 0.01% | |
| 147 | EQTEQT CORP | 5,907 | $316K | 0.01% | |
| 148 | IHIISHARES TR | 4,660 | $289K | 0.01% | |
| 149 | BWXTBWX TECHNOLOGIES INC | 1,671 | $288K | 0.01% | |
| 150 | CBZCBIZ INC | 5,462 | $275K | 0.01% | |
| 151 | CSGPCOSTAR GROUP INC | 3,670 | $246K | 0.01% | |
| 152 | ABBVABBVIE INC | 1,080 | $246K | 0.01% | |
| 153 | VRTVERTIV HOLDINGS CO | 1,459 | $236K | 0.01% | |
| 154 | NFLXNETFLIX INC | 2,450 | $229K | 0.01% | |
| 155 | WINGWINGSTOP INC | 915 | $218K | 0.01% | |
| 156 | BWINTHE BALDWIN INSURANCE GRP IN | 8,780 | $210K | 0.01% | |
| 157 | COINCOINBASE GLOBAL INC | 914 | $206K | 0.01% | |
| 158 | DHRDANAHER CORPORATION | 881 | $201K | 0.01% |
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