Brown Capital Management LLC

Brown Capital Management LLC reported 54 holdings worth US$500M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Brown Capital Management LLC reported 54 holdings worth US$500M as of Jun 30, 2026. Largest: Cognex Corporation, Datadog, Inc. and Xometry, Inc. Filed Jul 27, 2026 (Form 13F).

Holdings
54
Value as reported
US$500M

The filing in full

CompanySharesValue as reported% of portfolio
Cognex Corporation352KUS$25.5M5.1%
Datadog, Inc.97,832US$25.5M5.1%
Xometry, Inc.259KUS$25M5.0%
Glaukos Corporation168KUS$23.5M4.7%
Vericel Corporation504KUS$22.4M4.5%
Repligen Corporation141KUS$19.2M3.8%
Veeva Systems Inc.99,469US$17.7M3.5%
Guidewire Software, Inc.134KUS$16.4M3.3%
Manhattan Associates, Inc.116KUS$16.2M3.2%
Appfolio, Inc.99,549US$16M3.2%
Bio-techne Corp198KUS$14M2.8%
Agilysys, Inc.132KUS$13.8M2.8%
Ufp Technologies, Inc.50,689US$13.4M2.7%
Tyler Technologies, Inc.38,028US$11.1M2.2%
Cryoport, Inc.670KUS$10.5M2.1%
Q2 Holdings, Inc.218KUS$10.5M2.1%
Axogen, Inc.225KUS$10.4M2.1%
Badger Meter, Inc.62,218US$9.23M1.8%
Red Violet, Inc.117KUS$7.43M1.5%
Corcept Therapeutics Incorporated84,041US$7.31M1.5%
Pdf Solutions, Inc.102KUS$7.24M1.4%
Loar Holdings Inc.84,816US$6.84M1.4%
Paycom Software, Inc.53,823US$6.76M1.4%
Workiva Inc.128KUS$6.23M1.2%
Ncino, Inc.370KUS$6.06M1.2%
Transmedics Group, Inc.89,828US$5.97M1.2%
Mama's Creations, Inc.328KUS$5.86M1.2%
Veracyte, Inc.96,023US$5.64M1.1%
Alarm.com Holdings, Inc.121KUS$5.63M1.1%
Vertex, Inc.374KUS$4.29M0.86%
Credo Technology Group Holding Ltd15,703US$4.27M0.85%
Warby Parker Inc.140KUS$4.24M0.85%
Park Aerospace Corp.109KUS$4.15M0.83%
Krystal Biotech, Inc.10,968US$4.08M0.81%
Xpel, Inc.79,064US$3.92M0.78%
Duolingo, Inc.30,304US$3.49M0.70%
Sitime Corporation4,614US$3.44M0.69%
Karman Holdings Inc.62,678US$3.13M0.63%
Orthopediatrics Corp.153KUS$2.93M0.59%
American Superconductor Corporation68,156US$2.83M0.57%
Figure Technology Solutions, Inc.91,344US$2.81M0.56%
Energy Recovery, Inc.283KUS$2.55M0.51%
Intapp, Inc.98,603US$2.49M0.50%
Heartflow, Inc.82,091US$2.41M0.48%
Avepoint, Inc.206KUS$2.31M0.46%
Sps Commerce, Inc.38,208US$2.18M0.44%
Inspire Medical Systems, Inc.43,951US$1.96M0.39%
Rxsight, Inc.216KUS$1.04M0.21%
Apple Inc952US$275K0.06%
Alphabet Inc (google) Class C744US$266K0.05%
Amazon.com, Inc.903US$215K0.04%
Shopify Inc.0US$00.00%
Atlassian Corporation0US$00.00%
Clearwater Analytics Holdings, Inc.0US$00.00%
Cytek Biosciences, Inc.0US$00.00%
Doubleverify Holdings, Inc.0US$00.00%
Mercadolibre, Inc.0US$00.00%

Source

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