CIK 1767686
Yarbrough Capital, LLC
Institutional 13F holdings & portfolio
Holdings
158
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 158
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| JLL | JONES LANG LASALLE INC | 2K | $500K+ | SH |
| ULS | UL SOLUTIONS INC | 8K | $500K+ | SH |
| MNDY | MONDAY COM LTD | 4K | $500K+ | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 12K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| XMTR | XOMETRY INC | 10K | $500K+ | SH |
| PODD | INSULET CORP | 2K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 2K | $500K+ | SH |
| TYL | TYLER TECHNOLOGIES INC | 1K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 5K | $500K+ | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 3K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 777 | $500K+ | SH |
| WRD | WERIDE INC | 60K | $500K+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 3K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 836 | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 354 | $100K–$500K | SH |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 29K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 515 | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 6K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 742 | $100K–$500K | SH |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 18K | $100K–$500K | SH |
| FSS | FEDERAL SIGNAL CORP | 4K | $100K–$500K | SH |
| APEI | AMERICAN PUB ED INC | 11K | $100K–$500K | SH |
| CACI | CACI INTL INC | 744 | $100K–$500K | SH |
| ASTH | ASTRANA HEALTH INC | 16K | $100K–$500K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 5K | $100K–$500K | SH |
| AIR | AAR CORP | 5K | $100K–$500K | SH |
| OKTA | OKTA INC | 4K | $100K–$500K | SH |
| CLBT | CELLEBRITE DI LTD | 21K | $100K–$500K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 418 | $100K–$500K | SH |
| AFRM | AFFIRM HLDGS INC | 5K | $100K–$500K | SH |
| TW | TRADEWEB MKTS INC | 3K | $100K–$500K | SH |
| KVYO | KLAVIYO INC | 11K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 656 | $100K–$500K | SH |
| FAST | FASTENAL CO | 9K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 2K | $100K–$500K | SH |
| VNOM | VIPER ENERGY INC | 9K | $100K–$500K | SH |
| SN | SHARKNINJA INC | 3K | $100K–$500K | SH |
| TECH | BIO-TECHNE CORP | 6K | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 2K | $100K–$500K | SH |
| SPXC | SPX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ALKT | ALKAMI TECHNOLOGY INC | 14K | $100K–$500K | SH |
| PCTY | PAYLOCITY HLDG CORP | 2K | $100K–$500K | SH |
| MOD | MODINE MFG CO | 2K | $100K–$500K | SH |
| EQT | EQT CORP | 6K | $100K–$500K | SH |
| IHI | ISHARES TR | 5K | $100K–$500K | SH |
| BWXT | BWX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| CBZ | CBIZ INC | 5K | $100K–$500K | SH |