§ 13F · FUND PROFILE
BROWN CAPITAL MANAGEMENT LLC.
AUM · $500M (13F)Positions · 54Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CAMT | CAMTEK LTD | 179K | $29M | 5.8% | −71% |
| 2 | CGNX | COGNEX CORP | 352K | $25M | 5.1% | −15% |
| 3 | DDOG | DATADOG INC | 98K | $25M | 5.1% | −45% |
| 4 | XMTR | XOMETRY INC | 259K | $25M | 5.0% | −38% |
| 5 | GLBE | GLOBAL E ONLINE LTD | 685K | $24M | 4.8% | −51% |
| 6 | GKOS | GLAUKOS CORP | 168K | $23M | 4.7% | −27% |
| 7 | VCEL | VERICEL CORP | 504K | $22M | 4.5% | −15% |
| 8 | RGEN | REPLIGEN CORP | 141K | $19M | 3.8% | −17% |
| 9 | VEEV | VEEVA SYS INC | 99K | $18M | 3.5% | −13% |
| 10 | CLBT | CELLEBRITE DI LTD | 1.14M | $17M | 3.3% | −58% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROWN SIGNAL
AC read
BROWN CAPITAL MANAGEMENT LLC is a Other fund managing $500 million in assets. The fund runs a portfolio of 54 positions.
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