Brown Capital Management as of Sept. 30, 2025
Portfolio Holdings for Brown Capital Management
Brown Capital Management holds 54 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cyberark Software SHS (CYBR) | 8.1 | $197M | 408k | 483.15 | |
| Camtek Ord (CAMT) | 5.0 | $121M | 1.2M | 105.05 | |
| Veeva Sys Cl A Com (VEEV) | 4.5 | $108M | 364k | 297.91 | |
| Datadog Cl A Com (DDOG) | 4.2 | $101M | 712k | 142.40 | |
| Guidewire Software (GWRE) | 3.9 | $95M | 414k | 229.86 | |
| Appfolio Com Cl A (APPF) | 3.9 | $94M | 342k | 275.66 | |
| Repligen Corporation (RGEN) | 3.7 | $89M | 669k | 133.67 | |
| Xometry Class A Com (XMTR) | 3.6 | $88M | 1.6M | 54.47 | |
| Manhattan Associates (MANH) | 3.5 | $86M | 420k | 204.98 | |
| Global E Online SHS (GLBE) | 3.5 | $86M | 2.4M | 35.76 | |
| Tyler Technologies (TYL) | 3.5 | $85M | 162k | 523.16 | |
| Flutter Entmt SHS (FLUT) | 2.8 | $69M | 272k | 254.00 | |
| Paycom Software (PAYC) | 2.8 | $68M | 326k | 208.14 | |
| Cognex Corporation (CGNX) | 2.7 | $65M | 1.4M | 45.30 | |
| Glaukos (GKOS) | 2.6 | $62M | 763k | 81.55 | |
| Vericel (VCEL) | 2.5 | $61M | 2.0M | 31.47 | |
| Alarm Com Hldgs (ALRM) | 2.5 | $60M | 1.1M | 53.08 | |
| Q2 Holdings (QTWO) | 2.4 | $58M | 803k | 72.39 | |
| Bio-techne Corporation (TECH) | 2.4 | $58M | 1.0M | 55.63 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.3 | $56M | 379k | 148.61 | |
| MercadoLibre (MELI) | 2.2 | $54M | 23k | 2336.94 | |
| Agilysys (AGYS) | 2.1 | $51M | 482k | 105.25 | |
| Ncino (NCNO) | 1.9 | $46M | 1.7M | 27.11 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.9 | $45M | 2.5M | 18.02 | |
| Workiva Com Cl A (WK) | 1.6 | $40M | 461k | 86.08 | |
| Badger Meter (BMI) | 1.5 | $38M | 210k | 178.58 | |
| Transmedics Group (TMDX) | 1.5 | $35M | 314k | 112.20 | |
| UFP Technologies (UFPT) | 1.4 | $34M | 168k | 199.60 | |
| Vertex Cl A (VERX) | 1.3 | $32M | 1.3M | 24.79 | |
| Icon SHS (ICLR) | 1.2 | $30M | 170k | 175.00 | |
| Duolingo Cl A Com (DUOL) | 1.1 | $26M | 80k | 321.84 | |
| Cryoport Com Par $0.001 (CYRX) | 1.0 | $25M | 2.6M | 9.48 | |
| Energy Recovery (ERII) | 1.0 | $25M | 1.6M | 15.42 | |
| SPS Commerce (SPSC) | 0.9 | $23M | 218k | 104.14 | |
| DV (DV) | 0.9 | $22M | 1.8M | 11.98 | |
| Inspire Med Sys (INSP) | 0.9 | $21M | 278k | 74.20 | |
| Orthopediatrics Corp. (KIDS) | 0.8 | $20M | 1.1M | 18.53 | |
| Corcept Therapeutics Incorporated (CORT) | 0.8 | $20M | 240k | 83.11 | |
| Red Violet (RDVT) | 0.8 | $20M | 378k | 52.25 | |
| Monday SHS (MNDY) | 0.8 | $19M | 97k | 193.69 | |
| Cytek Biosciences (CTKB) | 0.7 | $17M | 5.0M | 3.47 | |
| Atlassian Corporation Cl A (TEAM) | 0.7 | $16M | 103k | 159.70 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.5 | $13M | 63k | 206.91 | |
| Axogen (AXGN) | 0.5 | $12M | 645k | 17.84 | |
| Intapp (INTA) | 0.4 | $8.7M | 214k | 40.90 | |
| PROS Holdings (PRO) | 0.3 | $7.4M | 325k | 22.91 | |
| Mamamancini's Holdings (MAMA) | 0.3 | $7.3M | 698k | 10.51 | |
| Rxsight (RXST) | 0.3 | $6.9M | 771k | 8.99 | |
| Tandem Diabetes Care Com New (TNDM) | 0.2 | $4.4M | 363k | 12.14 | |
| Apple (AAPL) | 0.0 | $465k | 1.8k | 254.63 | |
| Microsoft Corporation (MSFT) | 0.0 | $454k | 877.00 | 517.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $385k | 1.6k | 243.10 | |
| Amazon (AMZN) | 0.0 | $376k | 1.7k | 219.57 | |
| Meta Platforms Cl A (META) | 0.0 | $303k | 412.00 | 734.38 |
