Yarbrough Capital, LLC
FRANKLIN TN · SEC CIK 0001767686
$28.53亿2026Q1 申报市值
85持仓数
74.4%前十大占比 · 第一大 19.9%
1 / 69新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BITWISE 10 CRYPT 加仓+$2,089.58万
PLTR 加仓+$989.39万
NET 新建仓+$801.53万
PANW 加仓+$396.76万
NOW 加仓+$264.95万
2026Q1 卖出最多 按季末市值估算
FANG 清仓-$2,167.78万
IWO 减仓-$2,151.83万
IBIT 减仓-$1,761.71万
AAPL 减仓-$979.00万
MPC 清仓-$872.40万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RMD | RESMED INC | $0 | 0.00% | 0 | -3,252 | -100.0% | -$78.33万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -8,673 | -100.0% | -$78.08万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -3,299 | -100.0% | -$72.48万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -1,190 | -100.0% | -$67.40万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -1,988 | -100.0% | -$66.89万 | 清仓 |
| ULS | UL SOLUTIONS INC | $0 | 0.00% | 0 | -8,214 | -100.0% | -$64.78万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -4,381 | -100.0% | -$64.65万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -11,999 | -100.0% | -$61.95万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -1,746 | -100.0% | -$61.61万 | 清仓 |
| XMTR | XOMETRY INC | $0 | 0.00% | 0 | -10,134 | -100.0% | -$60.27万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -2,068 | -100.0% | -$58.78万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,983 | -100.0% | -$58.14万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -2,433 | -100.0% | -$55.40万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,207 | -100.0% | -$54.79万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -5,454 | -100.0% | -$54.49万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -2,709 | -100.0% | -$54.45万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -777 | -100.0% | -$52.57万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,818 | -100.0% | -$50.84万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -836 | -100.0% | -$47.48万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -354 | -100.0% | -$47.08万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -28,563 | -100.0% | -$46.39万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -515 | -100.0% | -$44.41万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -742 | -100.0% | -$43.00万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -17,616 | -100.0% | -$42.49万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP | $0 | 0.00% | 0 | -3,691 | -100.0% | -$40.08万 | 清仓 |
| APEI | AMERICAN PUB ED INC | $0 | 0.00% | 0 | -10,587 | -100.0% | -$40.02万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -744 | -100.0% | -$39.64万 | 清仓 |
| ASTH | ASTRANA HEALTH INC | $0 | 0.00% | 0 | -15,894 | -100.0% | -$39.43万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -4,502 | -100.0% | -$39.36万 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -4,675 | -100.0% | -$38.70万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -21,044 | -100.0% | -$37.94万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -418 | -100.0% | -$37.89万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -5,034 | -100.0% | -$37.47万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -3,426 | -100.0% | -$36.84万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -11,270 | -100.0% | -$36.59万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -656 | -100.0% | -$36.16万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -8,990 | -100.0% | -$36.08万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,589 | -100.0% | -$35.82万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -9,223 | -100.0% | -$35.63万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -3,090 | -100.0% | -$34.58万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -5,846 | -100.0% | -$34.38万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,903 | -100.0% | -$33.37万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,657 | -100.0% | -$33.15万 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | -14,061 | -100.0% | -$32.44万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -2,100 | -100.0% | -$32.02万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -2,389 | -100.0% | -$31.90万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -5,907 | -100.0% | -$31.66万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -4,660 | -100.0% | -$28.96万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,671 | -100.0% | -$28.88万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -5,462 | -100.0% | -$27.56万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -3,670 | -100.0% | -$24.68万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,080 | -100.0% | -$24.68万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,450 | -100.0% | -$22.97万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -915 | -100.0% | -$21.82万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -8,780 | -100.0% | -$21.10万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -914 | -100.0% | -$20.67万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -881 | -100.0% | -$20.17万 | 清仓 |