Brown Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Brown Capital Management LLC reported 56 stock positions worth $704.0 million. Its top holding was Camtek (CAMT) at 13.4% of the portfolio, followed by Global-E Online (GLBE, 6.1%) and Cellebrite Di (CLBT, 5.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 4, added to 2 and reduced 47. The biggest buy was a new position in Cellebrite Di (CLBT) and the biggest sale an exit from Cyberark Software Ltd./Israel (CYBR).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0000885062
- Portfolio Value
- $704.0M (Q1 2026)
- SEC Filing
- 0001398344-26-009159 ↗ filed May 14, 2026
Holdings Value
Holdings 56 stocks · $704.0M
| CAMT Camtek Ltd. | 13.35% | 620,098 | $94.0M | Reduce -42.3% |
| GLBE Global-E Online Ltd. | 6.13% | 1,398,886 | $43.2M | Reduce -41.8% |
| CLBT Cellebrite Di Ltd. | 5.29% | 2,702,379 | $37.2M | New |
| GKOS Glaukos Corp. | 3.52% | 230,028 | $24.8M | Reduce -29.6% |
| MELI MercadoLibre Inc. | 3.48% | 14,156 | $24.5M | Reduce -17.6% |
| SHOP Shopify Inc. Class A | 3.40% | 201,723 | $23.9M | Reduce -18.7% |
| DDOG Datadog Inc. Class A | 2.96% | 176,510 | $20.8M | Reduce -27.8% |
| CGNX Cognex Corp. | 2.89% | 414,638 | $20.3M | Reduce -35.0% |
| VEEV Veeva Systems Inc. Class A | 2.87% | 114,935 | $20.2M | Reduce -28.3% |
| RGEN Repligen Corp. | 2.85% | 169,996 | $20.0M | Reduce -38.0% |
| GWRE Guidewire Software Inc. | 2.78% | 130,955 | $19.6M | Reduce -28.7% |
| VCEL Vericel Corp. | 2.71% | 592,494 | $19.1M | Reduce -28.8% |
| TYL Tyler Technologies Inc. | 2.57% | 52,926 | $18.1M | Reduce -28.5% |
| MANH Manhattan Associates Inc. | 2.53% | 134,011 | $17.8M | Reduce -28.6% |
| ICLR Icon PLC | 2.48% | 158,018 | $17.5M | Add +26.8% |
| XMTR Xometry Inc. Class A | 2.44% | 421,097 | $17.2M | Reduce -39.7% |
| APPF Appfolio Inc. Class A | 2.42% | 108,134 | $17.1M | Reduce -28.9% |
| TECH Bio-Techne Corp. | 2.30% | 309,561 | $16.2M | Reduce -28.9% |
| ALRM Alarm.com Holdings Inc. | 2.20% | 359,177 | $15.5M | Reduce -28.8% |
| CWAN Clearwater Analytics HDS-A | 1.87% | 555,511 | $13.1M | Reduce -56.1% |
| PAYC Paycom Software Inc. | 1.80% | 104,486 | $12.7M | Reduce -28.4% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 1.70% | 252,699 | $12.0M | Reduce -28.9% |
| UFPT Ufp Technologies Inc. | 1.62% | 58,807 | $11.4M | Reduce -29.7% |
| FLUT Flutter Entertainment PLC-Di | 1.61% | 111,273 | $11.3M | Reduce -15.9% |
| BMI Badger Meter Inc. | 1.56% | 72,119 | $11.0M | Reduce -29.0% |
| AGYS Agilysys Inc. | 1.55% | 153,392 | $10.9M | Reduce -28.6% |
| TMDX Transmedics Group Inc. | 1.38% | 97,954 | $9.7M | Reduce -32.9% |
| TEAM Atlassian Corp. Class A | 1.27% | 130,838 | $8.9M | Add +72.1% |
| WK Workiva Inc. | 1.26% | 148,997 | $8.9M | Reduce -28.5% |
| AXGN Axogen Inc. | 1.22% | 259,549 | $8.6M | Reduce -25.7% |
| NCNO Ncino Inc. | 1.13% | 529,786 | $7.9M | Reduce -28.4% |
| CTKB Cytek Biosciences Inc. | 0.92% | 1,480,506 | $6.5M | Reduce -28.6% |
| CYRX Cryoport Inc. | 0.92% | 780,564 | $6.5M | Reduce -29.9% |
| DV Doubleverify Holdings Inc. | 0.79% | 584,579 | $5.6M | Reduce -28.3% |
| MAMA Mama's Creations Inc. | 0.79% | 361,268 | $5.5M | Reduce -23.1% |
| ERII Energy Recovery Inc. | 0.77% | 538,063 | $5.4M | Reduce -29.6% |
| VERX Vertex Inc. Class A | 0.73% | 434,579 | $5.2M | Reduce -28.8% |
| KIDS Orthopediatrics Corp. | 0.70% | 310,548 | $4.9M | Reduce -39.6% |
| RDVT Red Violet Inc. | 0.67% | 135,602 | $4.7M | Reduce -22.7% |
| CHKP Check Point Software Tech | 0.65% | 32,253 | $4.6M | Reduce -32.6% |
| INSP Inspire Medical Systems Inc. | 0.62% | 84,368 | $4.4M | Reduce -29.7% |
| LOAR Loar Holdings Inc. | 0.60% | 74,228 | $4.3M | Reduce -23.6% |
| SPSC SPS Commerce Inc. | 0.57% | 72,362 | $4.0M | Reduce -28.8% |
| CORT Corcept Therapeutics Inc. | 0.54% | 93,693 | $3.8M | Reduce -32.2% |
| DUOL Duolingo | 0.49% | 35,299 | $3.5M | Reduce -29.2% |
| VCYT Veracyte Inc. | 0.49% | 107,819 | $3.5M | Reduce -5.5% |
| PDFS PDF Solutions Inc. | 0.48% | 104,322 | $3.4M | Reduce -16.6% |
| INTA Intapp Inc. | 0.41% | 113,419 | $2.9M | Reduce -23.7% |
| KRYS Krystal Biotech Inc. | 0.34% | 9,247 | $2.4M | New |
| XPEL Xpel Inc. | 0.32% | 51,616 | $2.3M | New |
| AVPT Avepoint Inc. | 0.32% | 237,280 | $2.3M | Reduce -15.3% |
| SITM Sitime Corp. | 0.22% | 4,479 | $1.5M | New |
| RXST Rxsight Inc. | 0.22% | 248,896 | $1.5M | Reduce -30.4% |
| CRDO Credo Technology Group Holdi | 0.21% | 15,956 | $1.5M | New |
| AAPL Apple Inc. | 0.03% | 952 | $242K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 744 | $214K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −5.58 |
| GLBE Global-E Online Ltd. | Reduce -41.8% | 6.13% | −1.62 |
| XMTR Xometry Inc. Class A | Reduce -39.7% | 2.44% | −0.97 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.86 |
| RGEN Repligen Corp. | Reduce -38.0% | 2.85% | −0.84 |
| FLUT Flutter Entertainment PLC-Di | Reduce -15.9% | 1.61% | −0.72 |
| CWAN Clearwater Analytics HDS-A | Reduce -56.1% | 1.87% | −0.64 |
| AGYS Agilysys Inc. | Reduce -28.6% | 1.55% | −0.55 |
| APPF Appfolio Inc. Class A | Reduce -28.9% | 2.42% | −0.48 |
| NCNO Ncino Inc. | Reduce -28.4% | 1.13% | −0.43 |
| QTWO Q2 Holdings Inc. | Reduce -28.9% | 1.70% | −0.41 |
| INSP Inspire Medical Systems Inc. | Reduce -29.7% | 0.62% | −0.29 |
| VERX Vertex Inc. Class A | Reduce -28.8% | 0.73% | −0.27 |
| GWRE Guidewire Software Inc. | Reduce -28.7% | 2.78% | −0.25 |
| DUOL Duolingo | Reduce -29.2% | 0.49% | −0.22 |
| WK Workiva Inc. | Reduce -28.5% | 1.26% | −0.21 |
| TYL Tyler Technologies Inc. | Reduce -28.5% | 2.57% | −0.18 |
| SPSC SPS Commerce Inc. | Reduce -28.8% | 0.57% | −0.17 |
| RDVT Red Violet Inc. | Reduce -22.7% | 0.67% | −0.15 |
| INTA Intapp Inc. | Reduce -23.7% | 0.41% | −0.14 |
| MANH Manhattan Associates Inc. | Reduce -28.6% | 2.53% | −0.13 |
| PAYC Paycom Software Inc. | Reduce -28.4% | 1.80% | −0.10 |
| RXST Rxsight Inc. | Reduce -30.4% | 0.22% | −0.09 |
| ERII Energy Recovery Inc. | Reduce -29.6% | 0.77% | −0.08 |
| CHKP Check Point Software Tech | Reduce -32.6% | 0.65% | −0.07 |
| TMDX Transmedics Group Inc. | Reduce -32.9% | 1.38% | −0.07 |
| VEEV Veeva Systems Inc. Class A | Reduce -28.3% | 2.87% | −0.07 |
| KIDS Orthopediatrics Corp. | Reduce -39.6% | 0.70% | −0.05 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.02 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.02 |
| AVPT Avepoint Inc. | Reduce -15.3% | 0.32% | +0.00 |
| DV Doubleverify Holdings Inc. | Reduce -28.3% | 0.79% | +0.02 |
| CYRX Cryoport Inc. | Reduce -29.9% | 0.92% | +0.04 |
| CTKB Cytek Biosciences Inc. | Reduce -28.6% | 0.92% | +0.06 |
| LOAR Loar Holdings Inc. | Reduce -23.6% | 0.60% | +0.06 |
| ALRM Alarm.com Holdings Inc. | Reduce -28.8% | 2.20% | +0.09 |
| UFPT Ufp Technologies Inc. | Reduce -29.7% | 1.62% | +0.09 |
| VCYT Veracyte Inc. | Reduce -5.5% | 0.49% | +0.10 |
| BMI Badger Meter Inc. | Reduce -29.0% | 1.56% | +0.11 |
| SHOP Shopify Inc. Class A | Reduce -18.7% | 3.40% | +0.12 |
| CORT Corcept Therapeutics Inc. | Reduce -32.2% | 0.54% | +0.14 |
| PDFS PDF Solutions Inc. | Reduce -16.6% | 0.48% | +0.19 |
| TECH Bio-Techne Corp. | Reduce -28.9% | 2.30% | +0.20 |
| DDOG Datadog Inc. Class A | Reduce -27.8% | 2.96% | +0.23 |
| VCEL Vericel Corp. | Reduce -28.8% | 2.71% | +0.25 |
| MAMA Mama's Creations Inc. | Reduce -23.1% | 0.79% | +0.27 |
| AXGN Axogen Inc. | Reduce -25.7% | 1.22% | +0.28 |
| GKOS Glaukos Corp. | Reduce -29.6% | 3.52% | +0.49 |
| MELI MercadoLibre Inc. | Reduce -17.6% | 3.48% | +0.64 |
| CGNX Cognex Corp. | Reduce -35.0% | 2.89% | +1.00 |
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $500.2M | CAMT, CGNX, DDOG, XMTR, GLBE |
| Q1 2026 | 56 | $704.0M | CAMT, GLBE, CLBT, GKOS, MELI |
| Q4 2025 | 55 | $1.2B | CAMT, GLBE, CYBR, RGEN, XMTR |
| Q3 2025 | 54 | $2.4B | CYBR, CAMT, VEEV, DDOG, GWRE |
| Q2 2025 | 83 | $3.4B | CYBR, VEEV, GWRE, DDOG, TYL |
| Q1 2025 | 105 | $3.3B | CYBR, VEEV, TYL, GWRE, APPF |
| Q4 2024 | 118 | $4.3B | CYBR, GKOS, DDOG, MANH, VCEL |
| Q3 2024 | 133 | $4.6B | GWRE, MANH, TYL, GKOS, CYBR |
| Q2 2024 | 130 | $4.9B | GWRE, MANH, DDOG, TYL, GKOS |
| Q1 2024 | 133 | $5.7B | APPF, MANH, VEEV, DDOG, VCEL |