BROWN CAPITAL MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CELLEBRITE DI LTD(CLBT) | 0 | 2,702,379 | +2,702,379 | 0 | 37,238,783 | 5.29% | +37,238,783 |
| KRYSTAL BIOTECH INC(KRYS) | 0 | 9,247 | +9,247 | 0 | 2,388,685 | 0.34% | +2,388,685 |
| XPEL INC(XPEL) | 0 | 51,616 | +51,616 | 0 | 2,284,524 | 0.32% | +2,284,524 |
| SITIME CORP(SITM) | 0 | 4,479 | +4,479 | 0 | 1,546,823 | 0.22% | +1,546,823 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 15,956 | +15,956 | 0 | 1,497,790 | 0.21% | +1,497,790 |
| APPLE INC(AAPL) | 952 | 952 | 0 | 258,811 | 241,608 | 0.03% | -17,203 |
| ALPHABET INC(GOOG) | 744 | 744 | 0 | 232,872 | 213,945 | 0.03% | -18,927 |
| PDF SOLUTIONS INC(PDFS) | 125,137 | 104,322 | -20,815 | 3,570,159 | 3,412,373 | 0.48% | -157,786 |
| AMAZON COM INC(AMZN) | 903 | 0 | -903 | 208,430 | 0 | — | -208,430 |
| MICROSOFT CORP(MSFT) | 438 | 0 | -438 | 211,826 | 0 | — | -211,826 |
| MAMAS CREATIONS INC | 469,538 | 361,268 | -108,270 | 6,334,068 | 5,541,851 | 0.79% | -792,217 |
| CORCEPT THERAPEUTICS INC(CORT) | 138,191 | 93,693 | -44,498 | 4,809,047 | 3,776,765 | 0.54% | -1,032,282 |
| VERACYTE INC(VCYT) | 114,157 | 107,819 | -6,338 | 4,806,010 | 3,472,850 | 0.49% | -1,333,160 |
| AVEPOINT INC | 280,223 | 237,280 | -42,943 | 3,892,297 | 2,256,533 | 0.32% | -1,635,764 |
| RXSIGHT INC | 357,713 | 248,896 | -108,817 | 3,727,369 | 1,533,199 | 0.22% | -2,194,170 |
| LOAR HOLDINGS INC(LOAR) | 97,142 | 74,228 | -22,914 | 6,605,656 | 4,252,522 | 0.60% | -2,353,134 |
| COGNEX CORP(CGNX) | 638,019 | 414,638 | -223,381 | 22,955,924 | 20,313,116 | 2.89% | -2,642,808 |
| AXOGEN INC(AXGN) | 349,209 | 259,549 | -89,660 | 11,429,611 | 8,598,858 | 1.22% | -2,830,753 |
| ATLASSIAN CORPORATION | 76,015 | 130,838 | +54,823 | 12,325,072 | 8,929,694 | 1.27% | -3,395,378 |
| DOUBLEVERIFY HLDGS INC(DV) | 815,446 | 584,579 | -230,867 | 9,328,702 | 5,553,501 | 0.79% | -3,775,201 |
| INTAPP INC(INTA) | 148,656 | 113,419 | -35,237 | 6,811,418 | 2,913,734 | 0.41% | -3,897,684 |
| CYTEK BIOSCIENCES INC | 2,072,915 | 1,480,506 | -592,409 | 10,468,221 | 6,469,811 | 0.92% | -3,998,410 |
| ORTHOPEDIATRICS CORP | 514,097 | 310,548 | -203,549 | 9,130,363 | 4,928,397 | 0.70% | -4,201,966 |
| CRYOPORT INC | 1,112,771 | 780,564 | -332,207 | 10,682,602 | 6,463,070 | 0.92% | -4,219,532 |
| CHECK POINT SOFTWARE TECH LT ORD | 47,839 | 32,253 | -15,586 | 8,877,005 | 4,607,341 | 0.65% | -4,269,664 |
| ENERGY RECOVERY INC | 764,793 | 538,063 | -226,730 | 10,317,058 | 5,418,294 | 0.77% | -4,898,764 |
| SPS COMM INC(SPSC) | 101,560 | 72,362 | -29,198 | 9,052,043 | 4,028,393 | 0.57% | -5,023,650 |
| ICON PLC(ICLR) | 124,638 | 158,018 | +33,380 | 22,711,536 | 17,486,272 | 2.48% | -5,225,264 |
| DUOLINGO INC(DUOL) | 49,876 | 35,299 | -14,577 | 8,753,238 | 3,479,422 | 0.49% | -5,273,816 |
| RED VIOLET INC(RDVT) | 175,452 | 135,602 | -39,850 | 9,991,991 | 4,691,829 | 0.67% | -5,300,162 |
| INSPIRE MED SYS INC(INSP) | 119,935 | 84,368 | -35,567 | 11,061,605 | 4,351,701 | 0.62% | -6,709,904 |
| BADGER METER INC | 101,519 | 72,119 | -29,400 | 17,705,929 | 10,987,330 | 1.56% | -6,718,599 |
| VERTEX INC(VERX) | 610,332 | 434,579 | -175,753 | 12,188,330 | 5,167,144 | 0.73% | -7,021,186 |
| UFP TECHNOLOGIES INC(UFPT) | 83,672 | 58,807 | -24,865 | 18,577,694 | 11,385,035 | 1.62% | -7,192,659 |
| TRANSMEDICS GROUP INC(TMDX) | 145,918 | 97,954 | -47,964 | 17,750,925 | 9,737,607 | 1.38% | -8,013,318 |
| WORKIVA INC(WK) | 208,494 | 148,997 | -59,497 | 17,982,608 | 8,884,691 | 1.26% | -9,097,917 |
| BIO-TECHNE CORP(TECH) | 435,641 | 309,561 | -126,080 | 25,620,047 | 16,177,658 | 2.30% | -9,442,389 |
| MERCADOLIBRE INC(MELI) | 17,176 | 14,156 | -3,020 | 34,596,930 | 24,476,007 | 3.48% | -10,120,923 |
| ALARM COM HLDGS INC | 504,728 | 359,177 | -145,551 | 25,751,223 | 15,512,855 | 2.20% | -10,238,368 |
| MONDAY COM LTD SHS | 71,052 | 0 | -71,052 | 10,484,433 | 0 | — | -10,484,433 |
| PAYCOM SOFTWARE INC(PAYC) | 145,948 | 104,486 | -41,462 | 23,258,273 | 12,699,228 | 1.80% | -10,559,045 |
| VERICEL CORP(VCEL) | 831,752 | 592,494 | -239,258 | 29,951,390 | 19,060,532 | 2.71% | -10,890,858 |
| NCINO INC(NCNO) | 739,559 | 529,786 | -209,773 | 18,962,293 | 7,936,194 | 1.13% | -11,026,099 |
| GLAUKOS CORP(GKOS) | 326,579 | 230,028 | -96,551 | 36,874,035 | 24,764,814 | 3.52% | -12,109,221 |
| DATADOG INC(DDOG) | 244,312 | 176,510 | -67,802 | 33,223,989 | 20,837,006 | 2.96% | -12,386,983 |
| Q2 HLDGS INC(QTWO) | 355,407 | 252,699 | -102,708 | 25,646,169 | 11,952,663 | 1.70% | -13,693,506 |
| AGILYSYS INC(AGYS) | 214,986 | 153,392 | -61,594 | 25,548,936 | 10,912,307 | 1.55% | -14,636,629 |
| MANHATTAN ASSOCIATES INC(MANH) | 187,550 | 134,011 | -53,539 | 32,504,291 | 17,839,544 | 2.53% | -14,664,747 |
| TYLER TECHNOLOGIES INC(TYL) | 74,067 | 52,926 | -21,141 | 33,622,715 | 18,120,804 | 2.57% | -15,501,911 |
| VEEVA SYS INC(VEEV) | 160,187 | 114,935 | -45,252 | 35,758,544 | 20,189,482 | 2.87% | -15,569,062 |
| SHOPIFY INC(SHOP) | 248,101 | 201,723 | -46,378 | 39,936,818 | 23,928,382 | 3.40% | -16,008,436 |
| FLUTTER ENTMT PLC(FLUT) | 132,335 | 111,273 | -21,062 | 28,457,318 | 11,344,282 | 1.61% | -17,113,036 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 183,624 | 130,955 | -52,669 | 36,910,260 | 19,585,630 | 2.78% | -17,324,630 |
| CLEARWATER ANALYTICS HLDGS I | 1,266,310 | 555,511 | -710,799 | 30,543,397 | 13,137,835 | 1.87% | -17,405,562 |
| APPFOLIO INC(APPF) | 152,123 | 108,134 | -43,989 | 35,391,416 | 17,065,708 | 2.42% | -18,325,708 |
| CAMTEK LTD(CAMT) | 1,075,053 | 620,098 | -454,955 | 114,326,511 | 94,013,058 | 13.35% | -20,313,453 |
| XOMETRY INC(XMTR) | 698,666 | 421,097 | -277,569 | 41,549,667 | 17,197,601 | 2.44% | -24,352,066 |
| REPLIGEN CORP(RGEN) | 273,972 | 169,996 | -103,976 | 44,893,052 | 20,028,929 | 2.85% | -24,864,123 |
| GLOBAL E ONLINE LTD SHS | 2,404,856 | 1,398,886 | -1,005,970 | 94,534,889 | 43,155,633 | 6.13% | -51,379,256 |
| CYBERARK SOFTWARE LTD | 152,539 | 0 | -152,539 | 68,041,546 | 0 | — | -68,041,546 |