BROWN CAPITAL MANAGEMENT LLC

Holdings as of 2026-06-30, filed 2026-07-27

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
54
Value reported by manager
$500.2M
Sum of our stored positions
$500.2M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
25.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

54 largest shown
IssuerClassValueSharesTypeCUSIP
CAMTEK LTDORD$29.2M178,944M20791105
COGNEX CORPCOM$25.5M351,942192422103
DATADOG INCCL A COM$25.5M97,83223804L103
XOMETRY INCCLASS A COM$25M259,00898423F109
GLOBAL E ONLINE LTDSHS$23.8M685,480M5216V106
GLAUKOS CORPCOM$23.5M167,920377322102
VERICEL CORPCOM$22.4M504,04992346J108
REPLIGEN CORPCOM$19.2M140,899759916109
VEEVA SYS INCCL A COM$17.7M99,469922475108
CELLEBRITE DI LTDORDINARY SHARES$16.6M1,140,261M2197Q107
GUIDEWIRE SOFTWARE INCCOM$16.4M133,62340171V100
MANHATTAN ASSOCIATES INCCOM$16.2M116,118562750109
APPFOLIO INCCOM CL A$16M99,54903783C100
BIO-TECHNE CORPCOM$14M197,66509073M104
AGILYSYS INCCOM$13.8M132,29900847J105
UFP TECHNOLOGIES INCCOM$13.4M50,689902673102
TYLER TECHNOLOGIES INCCOM$11.1M38,028902252105
CRYOPORT INCCOM PAR $0.001$10.5M670,057229050307
Q2 HLDGS INCCOM$10.5M218,48974736L109
AXOGEN INCCOM$10.4M225,20705463X106
BADGER METER INCCOM$9.2M62,218056525108
RED VIOLET INCCOM$7.4M116,60275704L104
CORCEPT THERAPEUTICS INCCOM$7.3M84,041218352102
PDF SOLUTIONS INCCOM$7.2M102,231693282105
LOAR HOLDINGS INCCOM SHS$6.8M84,81653947R105
PAYCOM SOFTWARE INCCOM$6.8M53,82370432V102
WORKIVA INCCOM CL A$6.2M128,49798139A105
NCINO INCCOM$6.1M370,36863947X101
TRANSMEDICS GROUP INCCOM$6M89,82889377M109
MAMAS CREATIONS INCCOM$5.9M328,39556146T103
VERACYTE INCCOM$5.6M96,02392337F107
ALARM COM HLDGS INCCOM$5.6M120,604011642105
VERTEX INCCL A$4.3M373,82492538J106
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES$4.3M15,703G25457105
WARBY PARKER INCCL A COM$4.2M139,58993403J106
PARK AEROSPACE CORPCOM$4.2M108,88270014A104
KRYSTAL BIOTECH INCCOM$4.1M10,968501147102
XPEL INCCOM$3.9M79,06498379L100
DUOLINGO INCCL A COM$3.5M30,30426603R106
SITIME CORPCOM$3.4M4,61482982T106
KARMAN HLDGS INCCOMMON STOCK$3.1M62,678485924104
ORTHOPEDIATRICS CORPCOM$2.9M153,31468752L100
AMERICAN SUPERCONDUCTOR CORPSHS NEW$2.8M68,156030111207
FIGURE TECHNOLOGY SOLUTIOCOM CL A$2.8M91,344349381103
ENERGY RECOVERY INCCOM$2.6M282,86629270J100
INTAPP INCCOM$2.5M98,60345827U109
HEARTFLOW INCCOM$2.4M82,09142238D107
AVEPOINT INCCOM CL A$2.3M206,292053604104
SPS COMM INCCOM$2.2M38,20878463M107
INSPIRE MED SYS INCCOM$2M43,951457730109
RXSIGHT INCCOM$1M216,30078349D107
APPLE INCCOM$275.5K952037833100
ALPHABET INCCAP STK CL A$265.9K74402079K305
AMAZON COM INCCOM$215.2K903023135106
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27

BROWN CAPITAL MANAGEMENT LLC — 54 positions reported for 2026Q2 — Tapewire