StockDriftsStockDriftsTop 50 Brown Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAMT | CAMTEK LTD | 5.84% | 178.9K | $29.2M | -71.14%(-441.15K) | $79.92(+100.02%) | 2026-06-30 | |
| CGNX | COGNEX CORP | 5.1% | 351.9K | $25.5M | -15.12%(-62.70K) | $23.40(+176.20%) | 2026-06-30 | |
| DDOG | DATADOG INC | 5.09% | 97.8K | $25.5M | -44.57%(-78.68K) | $68.12(+263.17%) | 2026-06-30 | |
| XMTR | XOMETRY INC | 5% | 259.0K | $25.0M | -38.49%(-162.09K) | $32.23(+181.97%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 4.76% | 685.5K | $23.8M | -51.00%(-713.41K) | $38.52(+4.61%) | 2026-06-30 | |
| GKOS | GLAUKOS CORP | 4.69% | 167.9K | $23.5M | -27.00%(-62.11K) | $55.09(+229.02%) | 2026-06-30 | |
| VCEL | VERICEL CORP | 4.48% | 504.0K | $22.4M | -14.93%(-88.44K) | $41.75(+5.85%) | 2026-06-30 | |
| RGEN | REPLIGEN CORP | 3.84% | 140.9K | $19.2M | -17.12%(-29.10K) | $183.56(-10.00%) | 2026-06-30 | |
| VEEV | VEEVA SYS INC | 3.53% | 99.5K | $17.7M | -13.46%(-15.47K) | $38.04(+512.60%) | 2026-06-30 | |
| CLBT | CELLEBRITE DI LTD | 3.33% | 1.14M | $16.6M | -57.81%(-1.56M) | $15.91(+0.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +2.74% | +8.45% | -4.56% | -20.80% |
| Top 20 Holdings Unweighted | +0.68% | +2.04% | -7.44% | -32.05% |
Brown Capital Management LLC reports $500.20M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are CAMT (5.8%), CGNX (5.1%) and DDOG (5.1%). The top 20 holdings account for 72.11% of reported assets. Its disclosed equity book has returned +8.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brown Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 885062). View Brown Capital Management LLC’s 13F filings on SEC