Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BROWN CAPITAL MANAGEMENT LLC (CIK 885062) reported $704.0M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAMT ($94.0M, 13.35%), GLBE ($43.2M, 6.13%), CLBT ($37.2M, 5.29%), GKOS ($24.8M, 3.52%), MELI ($24.5M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAMT | CAMTEK LTD | $94.0M | 13.35% | 620,098 | Trimmed |
| 2 | GLBE | GLOBAL E ONLINE LTD | $43.2M | 6.13% | 1.4M | Trimmed |
| 3 | CLBT | CELLEBRITE DI LTD | $37.2M | 5.29% | 2.7M | New |
| 4 | GKOS | GLAUKOS CORP | $24.8M | 3.52% | 230,028 | Trimmed |
| 5 | MELI | MERCADOLIBRE INC | $24.5M | 3.48% | 14,156 | Trimmed |
| 6 | SHOP | SHOPIFY INC | $23.9M | 3.40% | 201,723 | Trimmed |
| 7 | DDOG | DATADOG INC | $20.8M | 2.96% | 176,510 | Trimmed |
| 8 | CGNX | COGNEX CORP | $20.3M | 2.89% | 414,638 | Trimmed |
| 9 | VEEV | VEEVA SYS INC | $20.2M | 2.87% | 114,935 | Trimmed |
| 10 | RGEN | REPLIGEN CORP | $20.0M | 2.85% | 169,996 | Trimmed |
| 11 | GWRE | GUIDEWIRE SOFTWARE INC | $19.6M | 2.78% | 130,955 | Trimmed |
| 12 | VCEL | VERICEL CORP | $19.1M | 2.71% | 592,494 | Trimmed |
| 13 | TYL | TYLER TECHNOLOGIES INC | $18.1M | 2.57% | 52,926 | Trimmed |
| 14 | MANH | MANHATTAN ASSOCIATES INC | $17.8M | 2.53% | 134,011 | Trimmed |
| 15 | ICLR | ICON PLC | $17.5M | 2.48% | 158,018 | Added |
| 16 | XMTR | XOMETRY INC | $17.2M | 2.44% | 421,097 | Trimmed |
| 17 | APPF | APPFOLIO INC | $17.1M | 2.42% | 108,134 | Trimmed |
| 18 | TECH | BIO-TECHNE CORP | $16.2M | 2.30% | 309,561 | Trimmed |
| 19 | ALRM | ALARM COM HLDGS INC | $15.5M | 2.20% | 359,177 | Trimmed |
| 20 | CWAN | CLEARWATER ANALYTICS HLDGS I | $13.1M | 1.87% | 555,511 | Trimmed |
| 21 | PAYC | PAYCOM SOFTWARE INC | $12.7M | 1.80% | 104,486 | Trimmed |
| 22 | QTWO | Q2 HLDGS INC | $12.0M | 1.70% | 252,699 | Trimmed |
| 23 | UFPT | UFP TECHNOLOGIES INC | $11.4M | 1.62% | 58,807 | Trimmed |
| 24 | FLUT | FLUTTER ENTMT PLC | $11.3M | 1.61% | 111,273 | Trimmed |
| 25 | BMI | BADGER METER INC | $11.0M | 1.56% | 72,119 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31