Investor
BROWN CAPITAL MANAGEMENT LLC
CIK 0000885062 · filed 2026-05-14 · SEC filing
13F book
$704M
Positions
56
5 new · 4 sold
Largest name
13.4%
Camtek Ltd · CAMT
Est. mark
−$137.8M
Price effect on 51 names still held. Flow −$377.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Camtek Ltd | CAMT | 620.1K | $94M | 13.4% | $28.1M | Cut−$20.3M |
| Global-E Online Ltd. | GLBE | 1.4M | $43.2M | 6.1% | −$11.8M | Cut−$51.4M |
| Cellebrite DI Ltd. | CLBT | 2.7M | $37.2M | 5.3% | — | New |
| Glaukos Corp | GKOS | 230K | $24.8M | 3.5% | −$1.21M | Cut−$12.1M |
| Mercadolibre Inc | MELI | 14.2K | $24.5M | 3.5% | −$4.04M | Cut−$10.1M |
| Shopify Inc. | SHOP | 201.7K | $23.9M | 3.4% | −$8.54M | Cut−$16M |
| Datadog, Inc. | DDOG | 176.5K | $20.8M | 3.0% | −$3.17M | Cut−$12.4M |
| Cognex Corp | CGNX | 414.6K | $20.3M | 2.9% | $5.39M | Cut−$2.64M |
| Veeva Sys Inc | — | 114.9K | $20.2M | 2.9% | −$5.47M | Cut−$15.6M |
| Repligen Corp | RGEN | 170K | $20M | 2.8% | −$7.83M | Cut−$24.9M |
| Guidewire Software, Inc. | GWRE | 131K | $19.6M | 2.8% | −$6.74M | Cut−$17.3M |
| Vericel Corp | VCEL | 592.5K | $19.1M | 2.7% | −$2.28M | Cut−$10.9M |
| Tyler Technologies Inc | TYL | 52.9K | $18.1M | 2.6% | −$5.9M | Cut−$15.5M |
| Manhattan Associates Inc | MANH | 134K | $17.8M | 2.5% | −$5.39M | Cut−$14.7M |
| Icon Plc | ICLR | 158K | $17.5M | 2.5% | −$8.92M | Added−$5.23M |
| Xometry, Inc. | XMTR | 421.1K | $17.2M | 2.4% | −$7.85M | Cut−$24.4M |
| Appfolio Inc | APPF | 108.1K | $17.1M | 2.4% | −$8.09M | Cut−$18.3M |
| Bio-Techne Corp | TECH | 309.6K | $16.2M | 2.3% | −$2.03M | Cut−$9.44M |
| Alarm Com Hldgs Inc | — | 359.2K | $15.5M | 2.2% | −$2.81M | Cut−$10.2M |
| Clearwater Analytics Hldgs I | — | 555.5K | $13.1M | 1.9% | −$261.1K | Cut−$17.4M |
| Paycom Software, Inc. | PAYC | 104.5K | $12.7M | 1.8% | −$3.95M | Cut−$10.6M |
| Q2 Hldgs Inc | — | 252.7K | $12M | 1.7% | −$6.28M | Cut−$13.7M |
| Ufp Technologies Inc | UFPT | 58.8K | $11.4M | 1.6% | −$1.67M | Cut−$7.19M |
| Flutter Entmt Plc | — | 111.3K | $11.3M | 1.6% | −$12.6M | Cut−$17.1M |
| Badger Meter Inc | BMI | 72.1K | $11M | 1.6% | −$1.59M | Cut−$6.72M |
| Agilysys Inc | AGYS | 153.4K | $10.9M | 1.6% | −$7.32M | Cut−$14.6M |
| TransMedics Group, Inc. | TMDX | 98K | $9.74M | 1.4% | −$2.18M | Cut−$8.01M |
| Atlassian Corp | TEAM | 130.8K | $8.93M | 1.3% | −$7.14M | Added−$3.4M |
| Workiva Inc | WK | 149K | $8.88M | 1.3% | −$3.97M | Cut−$9.1M |
| Axogen, Inc. | AXGN | 259.5K | $8.6M | 1.2% | $103.8K | Cut−$2.83M |
| nCino, Inc. | NCNO | 529.8K | $7.94M | 1.1% | −$5.65M | Cut−$11M |
| Cytek Biosciences, Inc. | CTKB | 1.48M | $6.47M | 0.9% | −$1.01M | Cut−$4M |
| Cryoport, Inc. | CYRX | 780.6K | $6.46M | 0.9% | −$1.03M | Cut−$4.22M |
| Doubleverify Hldgs Inc | — | 584.6K | $5.55M | 0.8% | −$1.13M | Cut−$3.78M |
| Mamas Creations Inc | — | 361.3K | $5.54M | 0.8% | $668.3K | Cut−$792.2K |
| Energy Recovery, Inc. | ERII | 538.1K | $5.42M | 0.8% | −$1.84M | Cut−$4.9M |
| Vertex, Inc. | VERX | 434.6K | $5.17M | 0.7% | −$3.51M | Cut−$7.02M |
| Orthopediatrics Corp | KIDS | 310.5K | $4.93M | 0.7% | −$586.9K | Cut−$4.2M |
| Red Violet, Inc. | RDVT | 135.6K | $4.69M | 0.7% | −$3.03M | Cut−$5.3M |
| Check Point Software Tech Lt | — | 32.3K | $4.61M | 0.7% | −$1.38M | Cut−$4.27M |
| Inspire Med Sys Inc | — | 84.4K | $4.35M | 0.6% | −$3.43M | Cut−$6.71M |
| Loar Holdings Inc. | LOAR | 74.2K | $4.25M | 0.6% | −$795K | Cut−$2.35M |
| Sps Comm Inc | — | 72.4K | $4.03M | 0.6% | −$2.42M | Cut−$5.02M |
| Corcept Therapeutics Inc | CORT | 93.7K | $3.78M | 0.5% | $516.2K | Cut−$1.03M |
| Duolingo, Inc. | DUOL | 35.3K | $3.48M | 0.5% | −$2.72M | Cut−$5.27M |
| Veracyte, Inc. | VCYT | 107.8K | $3.47M | 0.5% | −$1.07M | Cut−$1.33M |
| Pdf Solutions Inc | PDFS | 104.3K | $3.41M | 0.5% | $436.1K | Cut−$157.8K |
| Intapp, Inc. | INTA | 113.4K | $2.91M | 0.4% | −$2.28M | Cut−$3.9M |
| Krystal Biotech, Inc. | KRYS | 9.25K | $2.39M | 0.3% | — | New |
| XPEL, Inc. | XPEL | 51.6K | $2.28M | 0.3% | — | New |
| AvePoint, Inc. | AVPT | 237.3K | $2.26M | 0.3% | −$1.04M | Cut−$1.64M |
| Sitime Corp | SITM | 4.48K | $1.55M | 0.2% | — | New |
| RxSight, Inc. | RXST | 248.9K | $1.53M | 0.2% | −$1.06M | Cut−$2.19M |
| Credo Technology Group Holdi | — | 16K | $1.5M | 0.2% | — | New |
| Apple Inc. | AAPL | 952 | $241.6K | 0.0% | −$17.2K | Held |
| Alphabet Inc | — | 744 | $213.9K | 0.0% | −$18.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.