StockDriftsStockDriftsTop 50 Brown Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAMT | CAMTEK LTD | 6.27% | 212.6K | $33.0M | +18.82%(+33.68K) | $92.48(+39.39%) | 2026-09-30 | |
| GLBE | GLOBAL E ONLINE LTD | 5.7% | 755.5K | $30.0M | +10.21%(+70.02K) | $38.40(+8.21%) | 2026-09-30 | |
| DDOG | DATADOG INC | 4.91% | 94.4K | $25.8M | -3.53%(-3.46K) | $68.12(+312.22%) | 2026-09-30 | |
| VEEV | VEEVA SYS INC | 4.85% | 89.6K | $25.6M | -9.96%(-9.91K) | $38.04(+724.11%) | 2026-09-30 | |
| XMTR | XOMETRY INC | 4.82% | 247.1K | $25.4M | -4.60%(-11.92K) | $32.23(+179.16%) | 2026-09-30 | |
| GKOS | GLAUKOS CORP | 4.73% | 151.7K | $24.9M | -9.66%(-16.21K) | $55.09(+228.88%) | 2026-09-30 | |
| MANH | MANHATTAN ASSOCIATES INC | 3.96% | 105.0K | $20.9M | -9.58%(-11.13K) | $29.75(+686.50%) | 2026-09-30 | |
| APPF | APPFOLIO INC | 3.79% | 99.5K | $20.0M | +0.00%(+0) | $116.71(+72.60%) | 2026-09-30 | |
| CGNX | COGNEX CORP | 3.67% | 318.5K | $19.3M | -9.49%(-33.40K) | $23.40(+148.81%) | 2026-09-30 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 3.62% | 133.6K | $19.1M | +0.00%(+0) | $62.64(+170.04%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.19% | +26.63% | -2.33% | -11.12% |
| Top 20 Holdings Unweighted | +6.55% | +20.97% | -4.79% | -21.75% |
Brown Capital Management LLC reports $526.89M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are CAMT (6.3%), GLBE (5.7%) and DDOG (4.9%). The top 20 holdings account for 70.4% of reported assets. Its disclosed equity book has returned +26.63% on a three-year cumulative basis. Figures reflect the Q3 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