EdgeMarket › What Brown Capital Management Llc reported owning
What Brown Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
704.0MPositions
56Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CAMT CAMTEK LTD | 94.0M | 13.4% | 620.1K | 146.81 | +78.1% |
| GLBE Global-E Online Ltd. | 43.2M | 6.1% | 1.4M | 40.55 | +27.4% |
| CLBT Cellebrite DI Ltd. | 37.2M | 5.3% | 2.7M | 11.05 | -28.6% |
| GKOS GLAUKOS Corp | 24.8M | 3.5% | 230.0K | 184.89 | +103.3% |
| MELI MERCADOLIBRE INC | 24.5M | 3.5% | 14.2K | 1,922.73 | -17.7% |
| SHOP SHOPIFY INC. | 23.9M | 3.4% | 201.7K | 149.25 | +8.7% |
| DDOG Datadog, Inc. | 20.8M | 3.0% | 176.5K | 235.62 | +83.4% |
| CGNX COGNEX CORP | 20.3M | 2.9% | 414.6K | 60.54 | +41.7% |
| VEEV VEEVA SYSTEMS INC | 20.2M | 2.9% | 114.9K | 247.90 | -12.7% |
| RGEN REPLIGEN CORP | 20.0M | 2.8% | 170.0K | 181.13 | +49.0% |
| GWRE Guidewire Software, Inc. | 19.6M | 2.8% | 131.0K | 189.19 | -12.5% |
| VCEL Vericel Corp | 19.1M | 2.7% | 592.5K | 42.68 | +20.7% |
| TYL TYLER TECHNOLOGIES INC | 18.1M | 2.6% | 52.9K | 350.73 | -38.2% |
| MANH MANHATTAN ASSOCIATES INC | 17.8M | 2.5% | 134.0K | 214.56 | +1.2% |
| ICLR ICON PLC | 17.5M | 2.5% | 158.0K | 172.23 | -4.4% |
| XMTR Xometry, Inc. | 17.2M | 2.4% | 421.1K | 83.59 | +87.7% |
| APPF APPFOLIO INC | 17.1M | 2.4% | 108.1K | 224.40 | -16.1% |
| TECH BIO-TECHNE Corp | 16.2M | 2.3% | 309.6K | 72.32 | +33.1% |
| ALRM Alarm.com Holdings, Inc. | 15.5M | 2.2% | 359.2K | 57.51 | +0.9% |
| unmapped CUSIP 185123106 | 13.1M | 1.9% | 555.5K | — | — |
| PAYC Paycom Software, Inc. | 12.7M | 1.8% | 104.5K | 229.07 | +0.9% |
| QTWO Q2 Holdings, Inc. | 12.0M | 1.7% | 252.7K | 63.91 | -15.3% |
| UFPT UFP TECHNOLOGIES INC | 11.4M | 1.6% | 58.8K | 309.13 | +40.9% |
| FLUT Flutter Entertainment plc | 11.3M | 1.6% | 111.3K | 102.61 | -65.2% |
| BMI BADGER METER INC | 11.0M | 1.6% | 72.1K | 131.81 | -29.7% |
| AGYS AGILYSYS INC | 10.9M | 1.6% | 153.4K | 113.80 | +6.9% |
| TMDX TransMedics Group, Inc. | 9.7M | 1.4% | 98.0K | 94.77 | -22.2% |
| TEAM Atlassian Corp | 8.9M | 1.3% | 130.8K | 171.81 | +3.2% |
| WK WORKIVA INC | 8.9M | 1.3% | 149.0K | 74.83 | -2.1% |
| AXGN Axogen, Inc. | 8.6M | 1.2% | 259.5K | 50.40 | +223.9% |
| NCNO nCino, Inc. | 7.9M | 1.1% | 529.8K | 20.62 | -26.0% |
| CTKB Cytek Biosciences, Inc. | 6.5M | 0.9% | 1.5M | 4.81 | +20.2% |
| CYRX Cryoport, Inc. | 6.5M | 0.9% | 780.6K | 17.13 | +97.8% |
| DV DoubleVerify Holdings, Inc. | 5.6M | 0.8% | 584.6K | 13.31 | -14.2% |
| MAMA Mama's Creations, Inc. | 5.5M | 0.8% | 361.3K | 16.44 | +103.0% |
| ERII Energy Recovery, Inc. | 5.4M | 0.8% | 538.1K | 7.90 | -44.9% |
| VERX Vertex, Inc. | 5.2M | 0.7% | 434.6K | 13.47 | -46.6% |
| KIDS ORTHOPEDIATRICS CORP | 4.9M | 0.7% | 310.5K | 25.65 | +31.7% |
| RDVT Red Violet, Inc. | 4.7M | 0.7% | 135.6K | 71.17 | +60.4% |
| CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD | 4.6M | 0.7% | 32.3K | 130.55 | -31.0% |
| INSP Inspire Medical Systems, Inc. | 4.4M | 0.6% | 84.4K | 62.36 | -33.0% |
| LOAR Loar Holdings Inc. | 4.3M | 0.6% | 74.2K | 75.00 | +3.6% |
| SPSC SPS COMMERCE INC | 4.0M | 0.6% | 72.4K | 81.09 | -27.2% |
| CORT CORCEPT THERAPEUTICS INC | 3.8M | 0.5% | 93.7K | 122.25 | +73.7% |
| DUOL Duolingo, Inc. | 3.5M | 0.5% | 35.3K | 146.13 | -56.9% |
| VCYT VERACYTE, INC. | 3.5M | 0.5% | 107.8K | 42.31 | +43.5% |
| PDFS PDF SOLUTIONS INC | 3.4M | 0.5% | 104.3K | 45.65 | +137.0% |
| INTA Intapp, Inc. | 2.9M | 0.4% | 113.4K | 41.35 | -1.1% |
| KRYS Krystal Biotech, Inc. | 2.4M | 0.3% | 9.2K | 346.58 | +137.6% |
| XPEL XPEL, Inc. | 2.3M | 0.3% | 51.6K | 51.34 | +39.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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