Yarbrough Capital, LLC Q1 2024 Filing
Filed April 10, 2024
Portfolio Value
$2.3T
Holdings
195
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (195 positions)
| Stock | Value |
|---|---|
OKTAOKTA INC | $849.1M |
AFWALIGN TECHNOLOGY INC | $838.2M |
POOLPOOL CORP | $782.8M |
BJBJS WHSL CLUB HLDGS INC | $774.6M |
PWSCPOWERSCHOOL HOLDINGS INC | $767.2M |
IGVISHARES TR | $762.7M |
GPNGLOBAL PMTS INC | $758.4M |
ZTSZOETIS INC | $722.0M |
MNDYMONDAY COM LTD | $715.1M |
CMGCHIPOTLE MEXICAN GRILL INC | $700.5M |
INTUINTUIT | $685.8M |
RYANRYAN SPECIALTY HOLDINGS INC | $665.9M |
SPLVINVESCO EXCH TRADED FD TR II | $658.7M |
DTDYNATRACE INC | $637.1M |
LZLEGALZOOM COM INC | $633.9M |
WSOWATSCO INC | $625.1M |
PLNTPLANET FITNESS INC | $611.5M |
TRIPTRIPADVISOR INC | $606.8M |
AONAON PLC | $582.7M |
CRSPCRISPR THERAPEUTICS AG | $579.3M |
LYVLIVE NATION ENTERTAINMENT IN | $568.4M |
NAMSNEWAMSTERDAM PHARMA COMPANY | $566.7M |
KAIKADANT INC | $565.6M |
MCDMCDONALDS CORP | $564.7M |
THRTHERMON GROUP HLDGS INC | $562.5M |
DSGDESCARTES SYS GROUP INC | $530.0M |
RCKTROCKET PHARMACEUTICALS INC | $526.2M |
CBZCBIZ INC | $518.2M |
TOSTTOAST INC | $518.0M |
HCQAMN HEALTHCARE SVCS INC | $512.8M |
FERGFERGUSON PLC NEW | $509.6M |
KOCOCA COLA CO | $507.8M |
LRNSTRIDE INC | $505.8M |
VRRMVERRA MOBILITY CORP | $492.4M |
AXPAMERICAN EXPRESS CO | $492.0M |
CWCURTISS WRIGHT CORP | $480.0M |
ISRGINTUITIVE SURGICAL INC | $474.9M |
TXNTEXAS INSTRS INC | $470.4M |
ROLROLLINS INC | $469.5M |
TRMBTRIMBLE INC | $458.2M |
RGENREPLIGEN CORP | $450.2M |
PLMRPALOMAR HLDGS INC | $448.6M |
GKOSGLAUKOS CORP | $445.8M |
EQIXEQUINIX INC | $442.4M |
T7DTRANSDIGM GROUP INC | $436.0M |
AMKASSETMARK FINL HLDGS INC | $429.9M |
ABTABBOTT LABS | $419.6M |
GLOBGLOBANT S A | $419.5M |
IDXXIDEXX LABS INC | $419.5M |
DOCNDIGITALOCEAN HLDGS INC | $415.3M |
QDELQUIDELORTHO CORP | $409.9M |
AXSMAXSOME THERAPEUTICS INC | $403.3M |
SPTSPROUT SOCIAL INC | $401.3M |
BMYBRISTOL-MYERS SQUIBB CO | $401.3M |
DVDOUBLEVERIFY HLDGS INC | $400.6M |
ABNBAIRBNB INC | $396.9M |
SCHWSCHWAB CHARLES CORP | $394.5M |
OGM1COGENT COMMUNICATIONS HLDGS | $391.7M |
SNSHARKNINJA INC | $391.4M |
HOLXHOLOGIC INC | $387.8M |
MECMAYVILLE ENGR CO INC | $385.0M |
TCMDTACTILE SYS TECHNOLOGY INC | $377.9M |
LDOSLEIDOS HOLDINGS INC | $369.4M |
AIZASSURANT INC | $368.2M |
XMTRXOMETRY INC | $363.6M |
KFYKORN FERRY | $362.9M |
SRPTSAREPTA THERAPEUTICS INC | $361.2M |
PCTYPAYLOCITY HLDG CORP | $360.9M |
EWEDWARDS LIFESCIENCES CORP | $360.8M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $359.6M |
FLYWFLYWIRE CORPORATION | $357.0M |
PODDINSULET CORP | $341.8M |
NEONEOGENOMICS INC | $339.1M |
WOLF*WOLFSPEED INC | $337.3M |
KRNTKORNIT DIGITAL LTD | $335.5M |
NEOGNEOGEN CORP | $328.9M |
ITGARTNER INC | $322.2M |
CTLTEURCATALENT INC | $297.8M |
AZEKAZEK CO INC | $295.0M |
VMIVALMONT INDS INC | $294.0M |
DHRDANAHER CORPORATION | $293.4M |
INCYINCYTE CORP | $284.3M |
CHWYCHEWY INC | $276.0M |
SOYSUNOPTA INC | $275.1M |
RSPHINVESCO EXCHANGE TRADED FD T | $269.3M |
THSTREEHOUSE FOODS INC | $268.8M |
TYLTYLER TECHNOLOGIES INC | $257.1M |
HAINHAIN CELESTIAL GROUP INC | $255.1M |
GOGOGOGO INC | $250.5M |
JNJJOHNSON & JOHNSON | $243.3M |
XXYCROSS CTRY HEALTHCARE INC | $242.4M |
DOCSDOXIMITY INC | $230.7M |
AGLAGILON HEALTH INC | $215.5M |
MRVIMARAVAI LIFESCIENCES HLDGS I | $214.4M |
RVNCEURREVANCE THERAPEUTICS INC | $60.0M |
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