Yarbrough Capital, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.4 Billion distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $444M, Nvidia Corp with a value of $403M, Alphabet Inc. with a value of $193M, Amazon Com Inc with a value of $167M, and Meta Platforms, Inc. with a value of $128M.
Examining the 13F form we can see an increase of $110M in the current position value, from $2.29B to 2.4B.
Below you can find more details about Yarbrough Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.4 Billion
Technology: $1.08 Billion
ETFs: $489 Million
Communication Services: $390 Million
Consumer Cyclical: $198 Million
Financial Services: $101 Million
Energy: $74.6 Million
Industrials: $30.9 Million
Healthcare: $27.6 Million
Other: $10.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more