StockDriftsStockDriftsTop 50 Brown Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAMT | CAMTEK LTD | 13.35% | 620.1K | $94.0M | -42.32%(-454.95K) | $79.92(+78.30%) | 2026-03-31 | |
| GLBE | GLOBAL E ONLINE LTD | 6.13% | 1.40M | $43.2M | -41.83%(-1.01M) | $38.52(-4.33%) | 2026-03-31 | |
| CLBT | CELLEBRITE DI LTD | 5.29% | 2.70M | $37.2M | new | $15.91(-1.60%) | 2026-03-31 | |
| GKOS | GLAUKOS CORP | 3.52% | 230.0K | $24.8M | -29.56%(-96.55K) | $55.09(+169.28%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 3.48% | 14.2K | $24.5M | -17.58%(-3.02K) | $938.42(+87.91%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 3.4% | 201.7K | $23.9M | -18.69%(-46.38K) | $72.29(+65.24%) | 2026-03-31 | |
| DDOG | DATADOG INC | 2.96% | 176.5K | $20.8M | -27.75%(-67.80K) | $68.12(+282.19%) | 2026-03-31 | |
| CGNX | COGNEX CORP | 2.89% | 414.6K | $20.3M | -35.01%(-223.38K) | $23.40(+189.75%) | 2026-03-31 | |
| VEEV | VEEVA SYS INC | 2.87% | 114.9K | $20.2M | -28.25%(-45.25K) | $38.04(+406.73%) | 2026-03-31 | |
| RGEN | REPLIGEN CORP | 2.85% | 170.0K | $20.0M | -37.95%(-103.98K) | $183.56(-22.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.30% | -0.91% |
| Top 20 Holdings Unweighted | -3.82% | -11.02% |
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