Yarbrough Capital, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 81 separate positions held by the firm. The largest position reported in the portfolio is NVIDIA Corporation, with 3,262,800 shares. The firm also holds significant stakes in Apple Inc., with 1,696,980 shares, and Taiwan Semiconductor Manufacturing Company, with 17,970 shares.
The filing includes a diverse mix of technology companies and exchange-traded funds. Major holdings include Advanced Micro Devices Inc., Alphabet Inc., Amazon.com Inc., and Microsoft Corporation. The firm also holds shares in Palantir Technologies Inc., CrowdStrike Holdings Inc., and ServiceNow Inc. In addition to individual stocks, the portfolio includes various ETFs, such as the VanEck Semiconductor ETF, the Invesco QQQ Trust, and the Vanguard World Fund Information Technology ETF.
The filing details the specific number of shares held for each security. For example, the firm holds 2,718,320 shares in Space Exploration Technologies Corp. (SpaceX) and 1,294,430 shares in Palantir Technologies Inc. Other notable individual stock positions include Micron Technology Inc., Meta Platforms Inc., and Super Micro Computer Inc. The report lists the total number of shares for each holding, with values ranging from a few thousand shares to millions.
