Yarbrough Capital, LLC Portfolio Holdings
Yarbrough Capital, LLC
- $3.16 Billion
- Q3 2025
Yarbrough Capital, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $648M, Apple Inc. with a value of $454M, Alphabet Inc. with a value of $261M, Meta Platforms, Inc. with a value of $209M, and Amazon Com Inc with a value of $190M.
Examining the 13F form we can see an increase of $410M in the current position value, from $2.75B to 3.16B.
Below you can find more details about Yarbrough Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.16 Billion
Technology: $1.48 Billion
ETFs: $635 Million
Communication Services: $544 Million
Consumer Cyclical: $246 Million
Financial Services: $132 Million
Energy: $64.1 Million
Industrials: $40.1 Million
Healthcare: $17.2 Million
Other: $6.76 Million