Brown Capital Management LLC Top Holdings and 13F Report (2025) About Brown Capital Management LLCInvestment ActivityBrown Capital Management LLC has $4.32 billion in total holdings as of December 31, 2024.Brown Capital Management LLC owns shares of 118 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 3.52% of the portfolio was purchased this quarter.About 20.09% of the portfolio was sold this quarter.This quarter, Brown Capital Management LLC has purchased 133 new stocks and bought additional shares in 20 stocks.Brown Capital Management LLC sold shares of 84 stocks and completely divested from 18 stocks this quarter.Largest Holdings CyberArk Software $209,573,671Glaukos $202,097,679Datadog $193,902,587Manhattan Associates $183,181,373Vericel $177,673,989 Largest New Holdings this Quarter Camtek $86,532,778 HoldingSPS Commerce $18,138,470 HoldingDUOLINGO INC $17,764,886 Holding Largest Purchases this Quarter Camtek 1,071,348 shares (about $86.53M)SPS Commerce 98,584 shares (about $18.14M)DUOLINGO INC 54,791 shares (about $17.76M)RxSight 299,755 shares (about $10.31M)Vertex 145,316 shares (about $7.75M) Largest Sales this Quarter Smartsheet 2,545,641 shares (about $142.63M)Q2 573,235 shares (about $57.70M)Guidewire Software 272,312 shares (about $45.91M)Manhattan Associates 165,768 shares (about $44.80M)Xometry 1,025,149 shares (about $43.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrown Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCYBRCyberArk Software$209,573,671$23,507,397 ▼-10.1%629,0674.9%Computer and TechnologyGKOSGlaukos$202,097,679$42,992,896 ▼-17.5%1,347,8574.7%MedicalDDOGDatadog$193,902,587$41,971,794 ▼-17.8%1,357,0064.5%Computer and TechnologyMANHManhattan Associates$183,181,373$44,797,144 ▼-19.6%677,8474.2%Computer and TechnologyVCELVericel$177,673,989$32,414,856 ▼-15.4%3,235,7314.1%MedicalTYLTyler Technologies$176,194,659$39,113,491 ▼-18.2%305,5544.1%Computer and TechnologyGWREGuidewire Software$174,329,421$45,906,357 ▼-20.8%1,034,1054.0%Computer and TechnologyAPPFAppFolio$168,271,182$30,250,833 ▼-15.2%682,0333.9%Computer and TechnologyVEEVVeeva Systems$154,394,775$27,632,737 ▼-15.2%734,3393.6%MedicalXMTRXometry$147,015,873$43,732,856 ▼-22.9%3,446,2233.4%Industrial ProductsALRMAlarm.com$145,471,904$25,004,000 ▼-14.7%2,392,6303.4%Industrial ProductsQTWOQ2$142,756,726$57,696,103 ▼-28.8%1,418,3483.3%Computer and TechnologyRGENRepligen$137,454,064$23,698,138 ▼-14.7%954,9403.2%MedicalTECHBio-Techne$133,091,416$18,907,299 ▼-12.4%1,847,7223.1%MedicalANSSANSYS$130,121,000$24,701,327 ▼-16.0%385,7383.0%Computer and TechnologyPAYCPaycom Software$122,252,102$30,046,347 ▼-19.7%596,4392.8%Computer and TechnologyGLBEGlobal-E Online$100,274,235$445,946 ▼-0.4%1,838,8822.3%Retail/WholesaleCGNXCognex$94,846,975$17,588,290 ▼-15.6%2,644,9242.2%Computer and TechnologyCAMTCamtek$86,532,778$86,532,778 ▲New Holding1,071,3482.0%Computer and TechnologyWKWorkiva$84,529,839$15,523,158 ▼-15.5%771,9622.0%Computer and TechnologyAGYSAgilysys$81,522,695$8,522,296 ▼-9.5%618,9561.9%Computer and TechnologyNCNOnCino$78,881,099$2,753,258 ▼-3.4%2,349,0501.8%Computer and TechnologyENFNEnfusion$73,619,559$628,980 ▼-0.8%7,147,5301.7%Computer and TechnologyFLUTTER ENTMT PLC$70,206,909$481,492 ▲0.7%271,6461.6%SHSHLIOHelios Technologies$68,332,591$12,617,764 ▼-15.6%1,530,7481.6%Industrial ProductsOLOOLO$61,610,173$10,584,683 ▼-14.7%8,022,1581.4%Computer and TechnologyCWANClearwater Analytics$60,831,997$4,489,723 ▼-6.9%2,210,4651.4%Computer and TechnologyINSPInspire Medical Systems$56,500,116$8,468,344 ▼-13.0%304,7801.3%MedicalSMARSmartsheet$54,193,393$142,632,266 ▼-72.5%967,2211.3%Computer and TechnologyCTKBCytek Biosciences$53,520,499$8,092,147 ▼-13.1%8,246,6101.2%MedicalSHOPShopify$46,289,809$4,583,674 ▼-9.0%435,3411.1%Computer and TechnologyMELIMercadoLibre$44,818,497$277,172 ▲0.6%26,3571.0%Retail/WholesaleKIDSOrthoPediatrics$43,634,148$8,333,558 ▼-16.0%1,882,4051.0%MedicalERIIEnergy Recovery$42,915,959$8,662,945 ▼-16.8%2,919,4531.0%Industrial ProductsVICRVicor$39,389,788$6,647,721 ▼-14.4%815,1860.9%Computer and TechnologyICLRICON Public$37,666,223$362,169 ▲1.0%179,6110.9%MedicalVERXVertex$36,758,950$7,752,609 ▲26.7%689,0150.9%Computer and TechnologyCYRXCryoport$34,689,262$5,388,786 ▼-13.4%4,458,7740.8%TransportationDVDoubleVerify$32,427,882$1,433,085 ▼-4.2%1,688,0730.8%Computer and TechnologyRXSTRxSight$28,954,561$10,305,577 ▲55.3%842,1920.7%MedicalTEAMAtlassian$27,629,228$725,759 ▼-2.6%113,5230.6%Computer and TechnologyTXG10x Genomics$26,479,266$5,045,515 ▼-16.0%1,843,9600.6%MedicalMNDYmonday.com$25,101,906$966,010 ▼-3.7%106,6170.6%Computer and TechnologyTNDMTandem Diabetes Care$23,125,560$3,496,677 ▼-13.1%642,0200.5%MedicalUFPTUFP Technologies$18,696,702$6,772,438 ▲56.8%76,4660.4%Industrial ProductsSPSCSPS Commerce$18,138,470$18,138,470 ▲New Holding98,5840.4%Business ServicesDUOLINGO INC$17,764,886$17,764,886 ▲New Holding54,7910.4%CL A COMNARIInari Medical$17,549,867$3,936,006 ▼-18.3%343,7780.4%MedicalPROPROS$17,255,268$2,431,455 ▼-12.4%785,7590.4%Computer and TechnologyCHKPCheck Point Software Technologies$13,739,626$516,225 ▼-3.6%73,5920.3%Computer and TechnologyINGNInogen$12,460,434$1,830,625 ▼-12.8%1,358,8260.3%MedicalAAPLApple$10,142,010$401,674 ▼-3.8%40,5000.2%Computer and TechnologyGOOGLAlphabet$7,286,536$663,686 ▼-8.3%38,4920.2%Computer and TechnologyMSFTMicrosoft$7,172,244$488,097 ▼-6.4%17,0160.2%Computer and TechnologyAMZNAmazon.com$4,861,463$710,385 ▼-12.7%22,1590.1%Retail/WholesaleTSCOTractor Supply$3,533,955$2,743,096 ▲346.9%66,6030.1%Retail/WholesaleHDHome Depot$3,423,890$38,510 ▼-1.1%8,8020.1%Retail/WholesaleMETAMeta Platforms$3,373,709$706,125 ▼-17.3%5,7620.1%Computer and TechnologyMAMastercard$3,275,265$235,377 ▼-6.7%6,2200.1%Business ServicesGWWW.W. Grainger$2,466,4770.0%2,3400.1%Industrial ProductsTROWT. Rowe Price Group$2,396,151$154,142 ▼-6.0%21,1880.1%FinanceADPAutomatic Data Processing$1,703,103$46,837 ▲2.8%5,8180.0%Business ServicesHUBSHubSpot$1,634,622$1,414,443 ▼-46.4%2,3460.0%Computer and TechnologyECLEcolab$1,583,300$127,001 ▼-7.4%6,7570.0%Basic MaterialsNVDANVIDIA$1,453,421$214,327 ▼-12.9%10,8230.0%Computer and TechnologyMCDMcDonald's$1,298,707$53,630 ▼-4.0%4,4800.0%Retail/WholesaleFIFiserv$1,274,631$161,049 ▼-11.2%6,2050.0%Business ServicesDKSDICK'S Sporting Goods$1,252,8990.0%5,4750.0%Retail/WholesaleCMGChipotle Mexican Grill$1,178,021$1,336,309 ▼-53.1%19,5360.0%Retail/WholesaleVVisa$1,157,0220.0%3,6610.0%Business ServicesABBVAbbVie$1,120,932$63,084 ▲6.0%6,3080.0%MedicalPEPPepsiCo$1,107,301$55,502 ▲5.3%7,2820.0%Consumer StaplesCRMSalesforce$1,032,077$143,762 ▼-12.2%3,0870.0%Computer and TechnologyJPMJPMorgan Chase & Co.$1,011,097$56,811 ▼-5.3%4,2180.0%FinanceORCLOracle$982,3430.0%5,8950.0%Computer and TechnologyWECWEC Energy Group$933,441$75,232 ▼-7.5%9,9260.0%UtilitiesPGProcter & Gamble$912,854$46,104 ▲5.3%5,4450.0%Consumer StaplesUPSUnited Parcel Service$895,436$56,114 ▲6.7%7,1010.0%TransportationPODDInsulet$885,549$1,152,362 ▼-56.5%3,3920.0%MedicalABTAbbott Laboratories$879,543$7,918 ▼-0.9%7,7760.0%MedicalITWIllinois Tool Works$849,9330.0%3,3520.0%Industrial ProductsBRBroadridge Financial Solutions$849,646$1,518,646 ▼-64.1%3,7580.0%Business ServicesADBEAdobe$848,894$119,619 ▼-12.4%1,9090.0%Computer and TechnologyFASTFastenal$844,439$336,395 ▼-28.5%11,7430.0%Retail/WholesaleSYYSysco$787,9200.0%10,3050.0%Consumer StaplesORLYO'Reilly Automotive$728,081$326,095 ▼-30.9%6140.0%Retail/WholesaleADSKAutodesk$708,481$1,463,366 ▼-67.4%2,3970.0%Computer and TechnologySBUXStarbucks$670,961$54,659 ▼-7.5%7,3530.0%Retail/WholesaleEWEdwards Lifesciences$555,299$666,936 ▼-54.6%7,5010.0%MedicalPWRQuanta Services$508,208$10,114 ▼-2.0%1,6080.0%ConstructionALGNAlign Technology$461,224$831,746 ▼-64.3%2,2120.0%MedicalDRIDarden Restaurants$427,147$53,207 ▲14.2%2,2880.0%Retail/WholesaleEXPEExpedia Group$424,087$48,073 ▼-10.2%2,2760.0%Retail/WholesaleMRKMerck & Co., Inc.$403,292$62,672 ▲18.4%4,0540.0%MedicalMSMorgan Stanley$401,047$73,295 ▼-15.5%3,1900.0%FinanceCRLCharles River Laboratories International$398,551$809,839 ▼-67.0%2,1590.0%MedicalTXNTexas Instruments$392,458$12,751 ▼-3.1%2,0930.0%Computer and TechnologyAPDAir Products and Chemicals$387,493$40,606 ▲11.7%1,3360.0%Basic MaterialsTGTTarget$384,452$5,948 ▼-1.5%2,8440.0%Retail/WholesaleSNASnap-on$379,878$47,527 ▲14.3%1,1190.0%Consumer DiscretionaryShowing largest 100 holdings. 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