account_balance
Investment manager · 13F filer · SEC CIK 1767686
Yarbrough Capital, LLC
Reported value$3.34Bas of Jun 30, 2026
Positions88 8 new, 5 sold out
Top 10 weight73.8%NVDA alone is 20%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
19.5%
AAPLApple Inc
15.1%
GOOGLAlphabet Inc
11.3%
AMZNAmazon Com Inc
6.2%
METAMeta Platforms Inc
4.8%
VOOVanguard Index FDS
4.4%
VTIVanguard Index FDS
3.4%
AVGOBroadcom Inc
3.2%
QQQInvesco QQQ Tr
3.2%
VGTVanguard World Fd
2.5%Added +700%
VT1.8%
NVDANvidia Corporation
19.5%
AAPLApple Inc
15.1%
GOOGLAlphabet Inc
11.3%
AMZNAmazon Com Inc
6.2%
META4.8%VOO4.4%
VTI3.4%
AVGO3.2%QQQ3.2%
VGT
GOOG2.1%VT1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 19.5% HeldAAPL Apple Inc 15.1% HeldGOOGL Alphabet Inc 11.3% HeldAMZN Amazon Com Inc 6.2% HeldMETA Meta Platforms Inc 4.8% Held
VOO Vanguard Index FDS 4.4% Held
VTI Vanguard Index FDS 3.4% Held
AVGO Broadcom Inc 3.2% HeldQQQ Invesco QQQ Tr 3.2% Held
VGT Vanguard World Fd 2.5% Added +700%
GOOG Alphabet Inc 2.1% HeldVT Vanguard Intl Equity Index F 1.8% Held
What changed