Brown Capital Management as of June 30, 2025
Portfolio Holdings for Brown Capital Management
Brown Capital Management holds 83 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cyberark Software SHS (CYBR) | 7.0 | $242M | 595k | 406.88 | |
| Veeva Sys Cl A Com (VEEV) | 4.7 | $160M | 557k | 287.98 | |
| Guidewire Software (GWRE) | 4.4 | $153M | 649k | 235.45 | |
| Datadog Cl A Com (DDOG) | 4.4 | $152M | 1.1M | 134.33 | |
| Tyler Technologies (TYL) | 4.1 | $142M | 239k | 592.84 | |
| Appfolio Com Cl A (APPF) | 3.9 | $133M | 579k | 230.28 | |
| Manhattan Associates (MANH) | 3.7 | $128M | 648k | 197.47 | |
| Repligen Corporation (RGEN) | 3.6 | $125M | 1.0M | 124.38 | |
| Vericel (VCEL) | 3.5 | $120M | 2.8M | 42.55 | |
| Glaukos (GKOS) | 3.4 | $118M | 1.1M | 103.29 | |
| Paycom Software (PAYC) | 3.2 | $110M | 475k | 231.40 | |
| Q2 Holdings (QTWO) | 3.1 | $108M | 1.2M | 93.59 | |
| Ansys (ANSS) | 2.9 | $100M | 284k | 351.22 | |
| Xometry Class A Com (XMTR) | 2.9 | $100M | 2.9M | 33.79 | |
| Camtek Ord (CAMT) | 2.8 | $96M | 1.1M | 84.56 | |
| Alarm Com Hldgs (ALRM) | 2.8 | $96M | 1.7M | 56.57 | |
| Bio-techne Corporation (TECH) | 2.4 | $81M | 1.6M | 51.45 | |
| Flutter Entmt SHS (FLUT) | 2.3 | $80M | 278k | 285.76 | |
| Agilysys (AGYS) | 2.2 | $74M | 645k | 114.64 | |
| Global E Online SHS (GLBE) | 2.1 | $73M | 2.2M | 33.54 | |
| Cognex Corporation (CGNX) | 2.1 | $72M | 2.3M | 31.72 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 2.0 | $70M | 3.2M | 21.93 | |
| MercadoLibre (MELI) | 1.9 | $64M | 24k | 2613.63 | |
| Transmedics Group (TMDX) | 1.8 | $61M | 451k | 134.01 | |
| Olo Cl A | 1.7 | $58M | 6.6M | 8.90 | |
| Ncino (NCNO) | 1.7 | $58M | 2.1M | 27.97 | |
| Vertex Cl A (VERX) | 1.5 | $51M | 1.4M | 35.34 | |
| Workiva Com Cl A (WK) | 1.4 | $48M | 702k | 68.45 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.4 | $48M | 416k | 115.35 | |
| Inspire Med Sys (INSP) | 1.4 | $48M | 367k | 129.77 | |
| UFP Technologies (UFPT) | 1.2 | $42M | 171k | 244.16 | |
| Badger Meter (BMI) | 1.2 | $40M | 164k | 244.95 | |
| SPS Commerce (SPSC) | 1.0 | $36M | 261k | 136.09 | |
| Orthopediatrics Corp. (KIDS) | 1.0 | $33M | 1.6M | 21.48 | |
| Duolingo Cl A Com (DUOL) | 0.9 | $33M | 79k | 410.02 | |
| Monday SHS (MNDY) | 0.9 | $32M | 102k | 314.48 | |
| DV (DV) | 0.9 | $32M | 2.1M | 14.97 | |
| Energy Recovery (ERII) | 0.9 | $32M | 2.5M | 12.78 | |
| Cryoport Com Par $0.001 (CYRX) | 0.8 | $28M | 3.8M | 7.46 | |
| Icon SHS (ICLR) | 0.8 | $26M | 180k | 145.45 | |
| Cytek Biosciences (CTKB) | 0.7 | $24M | 7.1M | 3.40 | |
| Red Violet (RDVT) | 0.7 | $23M | 469k | 49.20 | |
| Atlassian Corporation Cl A (TEAM) | 0.6 | $22M | 109k | 203.09 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.4 | $15M | 66k | 221.25 | |
| Rxsight (RXST) | 0.4 | $15M | 1.1M | 13.00 | |
| Tandem Diabetes Care Com New (TNDM) | 0.3 | $10M | 551k | 18.64 | |
| PROS Holdings (PRO) | 0.2 | $8.3M | 528k | 15.66 | |
| Apple (AAPL) | 0.1 | $2.4M | 12k | 205.17 | |
| Microsoft Corporation (MSFT) | 0.1 | $2.1M | 4.3k | 497.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $2.0M | 11k | 176.23 | |
| Meta Platforms Cl A (META) | 0.0 | $1.6M | 2.2k | 738.09 | |
| Amazon (AMZN) | 0.0 | $1.5M | 6.9k | 219.39 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $994k | 1.8k | 561.94 | |
| NVIDIA Corporation (NVDA) | 0.0 | $963k | 6.1k | 157.99 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $672k | 2.3k | 289.91 | |
| Home Depot (HD) | 0.0 | $512k | 1.4k | 366.64 | |
| Quanta Services (PWR) | 0.0 | $502k | 1.3k | 378.08 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $468k | 8.3k | 56.15 | |
| Hubspot (HUBS) | 0.0 | $442k | 794.00 | 556.63 | |
| Fastenal Company (FAST) | 0.0 | $415k | 9.9k | 42.00 | |
| Oracle Corporation (ORCL) | 0.0 | $405k | 1.9k | 218.63 | |
| Fiserv (FI) | 0.0 | $401k | 2.3k | 172.41 | |
| T. Rowe Price (TROW) | 0.0 | $392k | 4.1k | 96.50 | |
| Ecolab (ECL) | 0.0 | $384k | 1.4k | 269.44 | |
| Insulet Corporation (PODD) | 0.0 | $363k | 1.2k | 314.18 | |
| Automatic Data Processing (ADP) | 0.0 | $353k | 1.1k | 308.40 | |
| Starbucks Corporation (SBUX) | 0.0 | $312k | 3.4k | 91.63 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $307k | 793.00 | 386.88 | |
| Darden Restaurants (DRI) | 0.0 | $303k | 1.4k | 217.97 | |
| Autodesk (ADSK) | 0.0 | $287k | 926.00 | 309.57 | |
| Wec Energy Group (WEC) | 0.0 | $269k | 2.6k | 104.20 | |
| M&T Bank Corporation (MTB) | 0.0 | $254k | 1.3k | 193.99 | |
| Paychex (PAYX) | 0.0 | $252k | 1.7k | 145.46 | |
| Pepsi (PEP) | 0.0 | $243k | 1.8k | 132.04 | |
| TJX Companies (TJX) | 0.0 | $237k | 1.9k | 123.49 | |
| salesforce (CRM) | 0.0 | $234k | 857.00 | 272.69 | |
| McDonald's Corporation (MCD) | 0.0 | $230k | 787.00 | 292.17 | |
| SYSCO Corporation (SYY) | 0.0 | $229k | 3.0k | 75.74 | |
| Procter & Gamble Company (PG) | 0.0 | $218k | 1.4k | 159.32 | |
| H&R Block (HRB) | 0.0 | $215k | 3.9k | 54.89 | |
| Snap-on Incorporated (SNA) | 0.0 | $209k | 671.00 | 311.18 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $204k | 982.00 | 207.62 | |
| Air Products & Chemicals (APD) | 0.0 | $204k | 722.00 | 282.06 |
