13F HOLDINGS REPORT
BROWN CAPITAL MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001398344-25-009553
Total Value
$3.32B
Positions
105
Other Managers
0
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 595,620 | $201.3M | 6.07% |
| 2 | VEEVA SYS INC | VEEV | 653,685 | $151.4M | 4.56% |
| 3 | TYLER TECHNOLOGIES INC | TYL | 256,486 | $149.1M | 4.49% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 769,378 | $144.2M | 4.34% |
| 5 | APPFOLIO INC | APPF | 611,829 | $134.5M | 4.06% |
| 6 | VERICEL CORP | VCEL | 2,882,147 | $128.6M | 3.88% |
| 7 | DATADOG INC | DDOG | 1,216,492 | $120.7M | 3.64% |
| 8 | GLAUKOS CORP | GKOS | 1,192,589 | $117.4M | 3.54% |
| 9 | MANHATTAN ASSOCIATES INC | MANH | 677,375 | $117.2M | 3.53% |
| 10 | PAYCOM SOFTWARE INC | PAYC | 504,175 | $110.2M | 3.32% |
| 11 | REPLIGEN CORP | RGEN | 864,035 | $109.9M | 3.31% |
| 12 | ANSYS INC | 03662Q105 | 337,537 | $106.9M | 3.22% |
| 13 | ALARM COM HLDGS INC | ALRM | 1,796,158 | $100.0M | 3.01% |
| 14 | Q2 HLDGS INC | QTWO | 1,247,471 | $99.8M | 3.01% |
| 15 | BIO-TECHNE CORP | TECH | 1,668,428 | $97.8M | 2.95% |
| 16 | XOMETRY INC | XMTR | 3,113,382 | $77.6M | 2.34% |
| 17 | GLOBAL E ONLINE LTD | GLBE | 2,139,077 | $76.3M | 2.30% |
| 18 | COGNEX CORP | CGNX | 2,392,756 | $71.4M | 2.15% |
| 19 | CAMTEK LTD | CAMT | 1,101,652 | $64.6M | 1.95% |
| 20 | FLUTTER ENTMT PLC | G3643J108 | 279,101 | $61.8M | 1.86% |
| 21 | NCINO INC | NCNO | 2,180,399 | $59.9M | 1.81% |
| 22 | ENFUSION INC | 292812104 | 5,143,042 | $57.3M | 1.73% |
| 23 | INSPIRE MED SYS INC | 457730109 | 352,340 | $56.1M | 1.69% |
| 24 | CLEARWATER ANALYTICS HLDGS I | CWAN | 2,072,731 | $55.5M | 1.67% |
| 25 | WORKIVA INC | WK | 695,479 | $52.8M | 1.59% |
| 26 | MERCADOLIBRE INC | MELI | 26,813 | $52.3M | 1.58% |
| 27 | AGILYSYS INC | AGYS | 643,329 | $46.7M | 1.41% |
| 28 | OLO INC | 68134L109 | 7,006,341 | $42.3M | 1.28% |
| 29 | ENERGY RECOVERY INC | ERII | 2,595,951 | $41.2M | 1.24% |
| 30 | ORTHOPEDIATRICS CORP | KIDS | 1,670,525 | $41.1M | 1.24% |
| 31 | SHOPIFY INC | SHOP | 423,719 | $40.4M | 1.22% |
| 32 | HELIOS TECHNOLOGIES INC | HLIO | 1,175,408 | $37.7M | 1.14% |
| 33 | SPS COMM INC | SPSC | 266,802 | $35.4M | 1.07% |
| 34 | VICOR CORP | VICR | 737,043 | $34.5M | 1.04% |
| 35 | ICON PLC | ICLR | 182,045 | $31.9M | 0.96% |
| 36 | TRANSMEDICS GROUP INC | TMDX | 468,123 | $31.5M | 0.95% |
| 37 | UFP TECHNOLOGIES INC | UFPT | 153,318 | $30.9M | 0.93% |
| 38 | DOUBLEVERIFY HLDGS INC | DV | 2,241,746 | $30.0M | 0.90% |
| 39 | CYTEK BIOSCIENCES INC | CTKB | 7,463,967 | $29.9M | 0.90% |
| 40 | BADGER METER INC | BMI | 141,381 | $26.9M | 0.81% |
| 41 | MONDAY COM LTD | MNDY | 103,543 | $25.2M | 0.76% |
| 42 | CRYOPORT INC | CYRX | 4,053,610 | $24.6M | 0.74% |
| 43 | RXSIGHT INC | RXST | 947,288 | $23.9M | 0.72% |
| 44 | DUOLINGO INC | DUOL | 76,184 | $23.7M | 0.71% |
| 45 | ATLASSIAN CORPORATION | TEAM | 110,488 | $23.4M | 0.71% |
| 46 | VERTEX INC | VERX | 664,845 | $23.3M | 0.70% |
| 47 | CHECK POINT SOFTWARE TECH LT | M22465104 | 67,259 | $15.3M | 0.46% |
| 48 | RED VIOLET INC | RDVT | 357,432 | $13.4M | 0.40% |
| 49 | PROS HOLDINGS INC | 74346Y103 | 619,675 | $11.8M | 0.36% |
| 50 | TANDEM DIABETES CARE INC | TNDM | 591,014 | $11.3M | 0.34% |
| 51 | MICROSOFT CORP | MSFT | 10,274 | $3.9M | 0.12% |
| 52 | APPLE INC | AAPL | 13,898 | $3.1M | 0.09% |
| 53 | META PLATFORMS INC | META | 4,888 | $2.8M | 0.08% |
| 54 | TRACTOR SUPPLY CO | TSCO | 42,485 | $2.3M | 0.07% |
| 55 | GRAINGER W W INC | 384802104 | 2,340 | $2.3M | 0.07% |
| 56 | ALPHABET INC | GOOG | 14,782 | $2.3M | 0.07% |
| 57 | AMAZON COM INC | AMZN | 10,494 | $2.0M | 0.06% |
| 58 | HOME DEPOT INC | HD | 4,964 | $1.8M | 0.05% |
| 59 | AUTOMATIC DATA PROCESSING IN | ADP | 4,568 | $1.4M | 0.04% |
| 60 | MASTERCARD INCORPORATED | MA | 2,234 | $1.2M | 0.04% |
| 61 | ABBVIE INC | ABBV | 5,694 | $1.2M | 0.04% |
| 62 | NVIDIA CORPORATION | NVDA | 10,293 | $1.1M | 0.03% |
| 63 | DICKS SPORTING GOODS INC | 253393102 | 5,475 | $1.1M | 0.03% |
| 64 | MCDONALDS CORP | MCD | 3,439 | $1.1M | 0.03% |
| 65 | PRICE T ROWE GROUP INC | TROW | 11,292 | $1.0M | 0.03% |
| 66 | ECOLAB INC | ECL | 4,026 | $1.0M | 0.03% |
| 67 | WEC ENERGY GROUP INC | WEC | 8,382 | $913,470 | 0.03% |
| 68 | PEPSICO INC | PEP | 5,500 | $824,670 | 0.02% |
| 69 | PROCTER AND GAMBLE CO | 742718109 | 4,787 | $815,801 | 0.02% |
| 70 | ILLINOIS TOOL WKS INC | 452308109 | 3,280 | $813,473 | 0.02% |
| 71 | ABBOTT LABS | ABLZF | 5,841 | $774,809 | 0.02% |
| 72 | FISERV INC | FISV | 3,287 | $725,868 | 0.02% |
| 73 | JPMORGAN CHASE & CO. | VYLD | 2,784 | $682,915 | 0.02% |
| 74 | HUBSPOT INC | HUBS | 1,186 | $677,550 | 0.02% |
| 75 | CHIPOTLE MEXICAN GRILL INC | CMG | 12,811 | $643,240 | 0.02% |
| 76 | UNITED PARCEL SERVICE INC | UPS | 5,701 | $627,053 | 0.02% |
| 77 | SYSCO CORP | SYY | 8,327 | $624,858 | 0.02% |
| 78 | ORACLE CORP | ORCL-PD | 4,006 | $560,079 | 0.02% |
| 79 | INSULET CORP | PODD | 1,899 | $498,696 | 0.02% |
| 80 | FASTENAL CO | FAST | 5,769 | $447,386 | 0.01% |
| 81 | ADOBE INC | ADBE | 1,081 | $414,596 | 0.01% |
| 82 | JOHNSON & JOHNSON | JNJ | 2,437 | $404,152 | 0.01% |
| 83 | QUANTA SVCS INC | 74762E102 | 1,558 | $396,012 | 0.01% |
| 84 | YORK WTR CO | 987184108 | 11,250 | $390,150 | 0.01% |
| 85 | STARBUCKS CORP | SBUX | 3,942 | $386,671 | 0.01% |
| 86 | AUTODESK INC | ADSK | 1,433 | $375,159 | 0.01% |
| 87 | FAIR ISAAC CORP | FICO | 183 | $337,481 | 0.01% |
| 88 | SALESFORCE INC | CRM | 1,249 | $335,182 | 0.01% |
| 89 | PAYCHEX INC | PAYX | 2,030 | $313,188 | 0.01% |
| 90 | DARDEN RESTAURANTS INC | DRI | 1,506 | $312,887 | 0.01% |
| 91 | TARGET CORP | TGT | 2,844 | $296,800 | 0.01% |
| 92 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,169 | $283,436 | 0.01% |
| 93 | SCHWAB CHARLES CORP | SCHW-PJ | 3,527 | $276,094 | 0.01% |
| 94 | EDWARDS LIFESCIENCES CORP | EW | 3,508 | $254,260 | 0.01% |
| 95 | M & T BK CORP | 55261F104 | 1,420 | $253,825 | 0.01% |
| 96 | TJX COS INC NEW | 872540109 | 2,072 | $252,370 | 0.01% |
| 97 | SNAP ON INC | SNA | 742 | $250,061 | 0.01% |
| 98 | MORGAN STANLEY | MS-PQ | 2,069 | $241,390 | 0.01% |
| 99 | AIR PRODS & CHEMS INC | AIIR | 804 | $237,116 | 0.01% |
| 100 | BLOCK H & R INC | BSQKZ | 4,189 | $230,018 | 0.01% |
| 101 | UNITEDHEALTH GROUP INC | UNH | 427 | $223,641 | 0.01% |
| 102 | CHARLES RIV LABS INTL INC | 159864107 | 1,484 | $223,372 | 0.01% |
| 103 | PHILIP MORRIS INTL INC | 718172109 | 1,367 | $216,984 | 0.01% |
| 104 | MERCK & CO INC | MRK | 2,274 | $204,114 | 0.01% |
| 105 | BANK HAWAII CORP | 062540109 | 2,947 | $203,255 | 0.01% |