Yarbrough Capital, LLC Q4 2022 Filing
Filed January 12, 2023
Portfolio Value
$1.3B
Holdings
233
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (233 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VMIVALMONT INDS INC | 1,572 | $519.8B | 41300.50% | |
| 102 | BJBJS WHSL CLUB HLDGS INC | 7,596 | $502.6B | 39928.99% | |
| 103 | PANWPALO ALTO NETWORKS INC | 3,581 | $499.7B | 39701.91% | |
| 104 | RYANRYAN SPECIALTY HOLDINGS INC | 11,999 | $498.1B | 39573.59% | |
| 105 | MRCYMERCURY SYS INC | 11,092 | $496.3B | 39428.83% | |
| 106 | PLMRPALOMAR HLDGS INC | 10,266 | $463.6B | 36835.26% | |
| 107 | TXNTEXAS INSTRS INC | 2,700 | $446.1B | 35443.33% | |
| 108 | BOXBOX INC | 14,190 | $441.7B | 35097.00% | |
| 109 | EVHEVOLENT HEALTH INC | 15,444 | $433.7B | 34456.05% | |
| 110 | EWEDWARDS LIFESCIENCES CORP | 5,776 | $430.9B | 34239.86% | |
| 111 | IRDMIRIDIUM COMMUNICATIONS INC | 8,264 | $424.8B | 33749.08% | |
| 112 | RGENREPLIGEN CORP | 2,448 | $414.5B | 32930.80% | |
| 113 | ZGZILLOW GROUP INC | 13,221 | $412.6B | 32784.29% | |
| 114 | 1GSNNOVANTA INC | 3,030 | $411.7B | 32709.52% | |
| 115 | INTUINTUIT | 1,055 | $410.6B | 32625.38% | |
| 116 | SWCHFSIERRA WIRELESS INC | 14,014 | $406.3B | 32278.89% | |
| 117 | ABNBAIRBNB INC | 4,733 | $404.7B | 32152.24% | |
| 118 | DSGDESCARTES SYS GROUP INC | 5,790 | $403.7B | 32074.38% | |
| 119 | PLNTPLANET FITNESS INC | 5,059 | $398.6B | 31673.70% | |
| 120 | FIVEFIVE BELOW INC | 2,250 | $398.0B | 31618.80% | |
| 121 | FCNFTI CONSULTING INC | 2,477 | $393.3B | 31252.52% | |
| 122 | ABTABBOTT LABS | 3,548 | $389.5B | 30949.57% | |
| 123 | WEXWEX INC | 2,318 | $379.3B | 30139.63% | |
| 124 | PRFTUSDPERFICIENT INC | 5,356 | $374.0B | 29715.99% | |
| 125 | FISVFISERV INC | 3,595 | $363.3B | 28868.87% | |
| 126 | WSOWATSCO INC | 1,447 | $360.9B | 28673.01% | |
| 127 | GLOBGLOBANT S A | 2,078 | $349.4B | 27763.60% | |
| 128 | LULULULULEMON ATHLETICA INC | 1,087 | $348.3B | 27669.61% | |
| 129 | VRRMVERRA MOBILITY CORP | 25,087 | $347.0B | 27566.32% | |
| 130 | OGM1COGENT COMMUNICATIONS HLDGS | 5,996 | $342.3B | 27192.81% | |
| 131 | ZTSZOETIS INC | 2,322 | $340.3B | 27036.85% | |
| 132 | SOYSUNOPTA INC | 40,044 | $338.0B | 26852.68% | |
| 133 | MNDYMONDAY COM LTD | 2,761 | $336.8B | 26762.97% | |
| 134 | PODDINSULET CORP | 1,141 | $335.9B | 26688.05% | |
| 135 | CMGCHIPOTLE MEXICAN GRILL INC | 241 | $334.4B | 26567.76% | |
| 136 | RTORENTOKIL INITIAL PLC | 10,610 | $326.9B | 25972.58% | |
| 137 | ICLRICON PLC | 1,662 | $322.8B | 25650.80% | |
| 138 | IDXXIDEXX LABS INC | 777 | $317.0B | 25185.28% | |
| 139 | AXPAMERICAN EXPRESS CO | 2,132 | $315.0B | 25027.81% | |
| 140 | JJACOBS SOLUTIONS INC | 2,603 | $312.5B | 24832.28% | |
| 141 | DHRDANAHER CORPORATION | 1,175 | $311.9B | 24778.80% | |
| 142 | SGENUSDSEAGEN INC | 2,417 | $310.6B | 24678.69% | |
| 143 | TRSTRIMAS CORP | 10,860 | $301.3B | 23935.57% | |
| 144 | KAIKADANT INC | 1,682 | $298.8B | 23738.37% | |
| 145 | LYVLIVE NATION ENTERTAINMENT IN | 4,261 | $297.2B | 23610.29% | |
| 146 | PLAYDAVE & BUSTERS ENTMT INC | 8,351 | $296.0B | 23514.71% | |
| 147 | —HIRERIGHT HOLDINGS CORPORATI | 24,948 | $295.9B | 23508.67% | |
| 148 | MRVLMARVELL TECHNOLOGY INC | 7,775 | $288.0B | 22881.24% | |
| 149 | DOCSDOXIMITY INC | 8,572 | $287.7B | 22856.61% | |
| 150 | SPGIS&P GLOBAL INC | 854 | $286.0B | 22726.54% | |
| 151 | AXONAXON ENTERPRISE INC | 1,713 | $284.2B | 22583.45% | |
| 152 | SMARGBPSMARTSHEET INC | 6,706 | $263.9B | 20971.36% | |
| 153 | KRNTKORNIT DIGITAL LTD | 11,475 | $263.6B | 20942.20% | |
| 154 | SPTSPROUT SOCIAL INC | 4,659 | $263.0B | 20899.77% | |
| 155 | DAYCERIDIAN HCM HLDG INC | 4,088 | $262.2B | 20836.05% | |
| 156 | OKTAOKTA INC | 3,816 | $260.7B | 20717.03% | |
| 157 | BILLBILL COM HLDGS INC | 2,390 | $260.4B | 20690.57% | |
| 158 | ECLECOLAB INC | 1,688 | $245.7B | 19521.90% | |
| 159 | GPNGLOBAL PMTS INC | 2,447 | $243.0B | 19309.84% | |
| 160 | TREXTREX CO INC | 5,721 | $242.2B | 19241.04% | |
| 161 | CLBTCELLEBRITE DI LTD | 53,492 | $233.2B | 18530.33% | |
| 162 | VCYTVERACYTE INC | 9,796 | $232.5B | 18469.47% | |
| 163 | KMXCARMAX INC | 3,758 | $228.8B | 18180.74% | |
| 164 | MXLMAXLINEAR INC | 6,419 | $217.9B | 17314.71% | |
| 165 | CERTCERTARA INC | 12,954 | $208.2B | 16539.73% | |
| 166 | NBIXNEUROCRINE BIOSCIENCES INC | 1,714 | $204.7B | 16265.54% | |
| 167 | SITESITEONE LANDSCAPE SUPPLY INC | 1,716 | $201.3B | 15995.48% | |
| 168 | TYLTYLER TECHNOLOGIES INC | 605 | $195.1B | 15497.87% | |
| 169 | XMTRXOMETRY INC | 5,999 | $193.3B | 15362.00% | |
| 170 | FLYWFLYWIRE CORPORATION | 7,800 | $190.9B | 15164.80% | |
| 171 | IRTCIRHYTHM TECHNOLOGIES INC | 2,020 | $189.2B | 15033.47% | |
| 172 | AFWALIGN TECHNOLOGY INC | 834 | $175.9B | 13975.00% | |
| 173 | NXDRNEXTDOOR HOLDINGS INC | 81,385 | $167.7B | 13320.47% | |
| 174 | TIXTTELUS INTL CDA INC | 8,077 | $159.8B | 12700.02% | |
| 175 | ITGARTNER INC | 475 | $159.7B | 12685.96% | |
| 176 | PARPAR TECHNOLOGY CORP | 5,993 | $156.2B | 12413.52% | |
| 177 | TWKSEURTHOUGHTWORKS HOLDING INC | 15,000 | $152.8B | 12144.33% | |
| 178 | EBEVENTBRITE INC | 25,459 | $149.2B | 11853.53% | |
| 179 | UAAUNDER ARMOUR INC | 14,337 | $145.7B | 11573.38% | |
| 180 | 8INSYNEOS HEALTH INC | 3,748 | $137.5B | 10922.91% | |
| 181 | NCNONCINO INC | 4,771 | $126.1B | 10022.55% | |
| 182 | COUPEURCOUPA SOFTWARE INC | 1,580 | $125.1B | 9938.65% | |
| 183 | MDBMONGODB INC | 625 | $123.0B | 9774.66% | |
| 184 | AZEKAZEK CO INC | 5,875 | $119.4B | 9485.05% | |
| 185 | COURCOURSERA INC | 9,694 | $114.7B | 9111.62% | |
| 186 | SMWBSIMILARWEB LTD | 17,200 | $110.6B | 8787.14% | |
| 187 | DDDUPONT DE NEMOURS INC | 1,300 | $89.2B | 7088.68% | |
| 188 | UUNITY SOFTWARE INC | 2,977 | $85.1B | 6762.37% | |
| 189 | SBDSSOLO BRANDS INC | 21,608 | $80.4B | 6386.56% | |
| 190 | ROLROLLINS INC | 2,080 | $76.0B | 6038.64% | |
| 191 | SJTSAN JUAN BASIN RTY TR | 6,082 | $69.3B | 5508.85% | |
| 192 | MAXMEDIAALPHA INC | 6,735 | $67.0B | 5324.36% | |
| 193 | GMGENERAL MTRS CO | 1,792 | $60.3B | 4789.64% | |
| 194 | ROKUROKU INC | 1,385 | $56.4B | 4478.74% | |
| 195 | RNGRINGCENTRAL INC | 1,433 | $50.7B | 4030.47% | |
| 196 | LRCXEURLAM RESEARCH CORP | 108 | $45.4B | 3606.51% | |
| 197 | WWAYFAIR INC | 1,304 | $42.9B | 3407.64% | |
| 198 | CRWDCROWDSTRIKE HLDGS INC | 371 | $39.1B | 3103.66% | |
| 199 | CCSICONSENSUS CLOUD SOLUTIONS IN | 692 | $37.2B | 2955.80% | |
| 200 | NFLXNETFLIX INC | 100 | $29.5B | 2342.90% |