Stock Taper 
YARBROUGH CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Axsome Therapeutics, Inc. | AXSM | 842 | $206.1K |
 Micron Technology, Inc. | MU | 1.24K | $1.44M |
 SiTime Corporation | SITM | 1.29K | $958.79K |
 Mercury Systems, Inc. | MRCY | 1.67K | $203.8K |
 Palomar Holdings, Inc. | PLMR | 1.69K | $213.98K |
 Berkshire Hathaway Inc. | BRK-B | 1.98K | $989.27K |
 Carvana Co. | CVNA | 3.17K | $208.32K |
 Okta, Inc. | OKTA | 3.67K | $500.36K |
 GE Vernova Inc. | GEV | 4K | $4.7M |
 MercadoLibre, Inc. | MELI | 5.04K | $8.56M |
 Tesla, Inc. | TSLA | 5.72K | $2.41M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 6.19K | $616.15K |
 Vertiv Holdings Co | VRT | 6.35K | $2.12M |
 ASML Holding N.V. | ASML | 7.56K | $15.03M |
 AppLovin Corporation | APP | 8.2K | $4.22M |
 Marriott International, Inc. | MAR | 10.85K | $4.02M |
 HCA Healthcare, Inc. | HCA | 11.9K | $4.64M |
 Baidu, Inc. | BIDU | 12.99K | $1.48M |
 Toast, Inc. | TOST | 13.2K | $367.28K |
 Mastercard Incorporated | MA | 13.72K | $7.05M |