13F HOLDINGS REPORT
BROWN CAPITAL MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001398344-25-015312
Total Value
$3.44B
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 594,888 | $242.0M | 7.04% |
| 2 | VEEVA SYS INC | VEEV | 556,852 | $160.4M | 4.66% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 649,111 | $152.8M | 4.45% |
| 4 | DATADOG INC | DDOG | 1,133,328 | $152.2M | 4.43% |
| 5 | TYLER TECHNOLOGIES INC | TYL | 239,390 | $141.9M | 4.13% |
| 6 | APPFOLIO INC | APPF | 578,745 | $133.3M | 3.88% |
| 7 | MANHATTAN ASSOCIATES INC | MANH | 648,232 | $128.0M | 3.72% |
| 8 | REPLIGEN CORP | RGEN | 1,005,276 | $125.0M | 3.64% |
| 9 | VERICEL CORP | VCEL | 2,812,009 | $119.7M | 3.48% |
| 10 | GLAUKOS CORP | GKOS | 1,139,119 | $117.7M | 3.42% |
| 11 | PAYCOM SOFTWARE INC | PAYC | 474,655 | $109.8M | 3.19% |
| 12 | Q2 HLDGS INC | QTWO | 1,153,648 | $108.0M | 3.14% |
| 13 | ANSYS INC | 03662Q105 | 284,257 | $99.8M | 2.90% |
| 14 | XOMETRY INC | XMTR | 2,943,593 | $99.5M | 2.89% |
| 15 | CAMTEK LTD | CAMT | 1,140,137 | $96.4M | 2.80% |
| 16 | ALARM COM HLDGS INC | ALRM | 1,703,557 | $96.4M | 2.80% |
| 17 | BIO-TECHNE CORP | TECH | 1,573,603 | $81.0M | 2.35% |
| 18 | FLUTTER ENTMT PLC | G3643J108 | 278,374 | $79.5M | 2.31% |
| 19 | AGILYSYS INC | AGYS | 645,183 | $74.0M | 2.15% |
| 20 | GLOBAL E ONLINE LTD | GLBE | 2,173,538 | $72.9M | 2.12% |
| 21 | COGNEX CORP | CGNX | 2,265,765 | $71.9M | 2.09% |
| 22 | CLEARWATER ANALYTICS HLDGS I | CWAN | 3,199,696 | $70.2M | 2.04% |
| 23 | MERCADOLIBRE INC | MELI | 24,362 | $63.7M | 1.85% |
| 24 | TRANSMEDICS GROUP INC | TMDX | 451,371 | $60.5M | 1.76% |
| 25 | OLO INC | 68134L109 | 6,560,632 | $58.4M | 1.70% |
| 26 | NCINO INC | NCNO | 2,059,875 | $57.6M | 1.68% |
| 27 | VERTEX INC | VERX | 1,428,394 | $50.5M | 1.47% |
| 28 | WORKIVA INC | WK | 702,007 | $48.1M | 1.40% |
| 29 | SHOPIFY INC | SHOP | 415,776 | $48.0M | 1.39% |
| 30 | INSPIRE MED SYS INC | 457730109 | 367,441 | $47.7M | 1.39% |
| 31 | UFP TECHNOLOGIES INC | UFPT | 170,811 | $41.7M | 1.21% |
| 32 | BADGER METER INC | BMI | 163,678 | $40.1M | 1.17% |
| 33 | SPS COMM INC | SPSC | 261,295 | $35.6M | 1.03% |
| 34 | ORTHOPEDIATRICS CORP | KIDS | 1,556,704 | $33.4M | 0.97% |
| 35 | DUOLINGO INC | DUOL | 79,190 | $32.5M | 0.94% |
| 36 | MONDAY COM LTD | MNDY | 102,016 | $32.1M | 0.93% |
| 37 | DOUBLEVERIFY HLDGS INC | DV | 2,127,337 | $31.8M | 0.93% |
| 38 | ENERGY RECOVERY INC | ERII | 2,479,294 | $31.7M | 0.92% |
| 39 | CRYOPORT INC | CYRX | 3,798,962 | $28.3M | 0.82% |
| 40 | ICON PLC | ICLR | 179,523 | $26.1M | 0.76% |
| 41 | CYTEK BIOSCIENCES INC | CTKB | 7,109,995 | $24.2M | 0.70% |
| 42 | RED VIOLET INC | RDVT | 469,340 | $23.1M | 0.67% |
| 43 | ATLASSIAN CORPORATION | TEAM | 108,757 | $22.1M | 0.64% |
| 44 | CHECK POINT SOFTWARE TECH LT | M22465104 | 66,201 | $14.6M | 0.43% |
| 45 | RXSIGHT INC | RXST | 1,119,240 | $14.6M | 0.42% |
| 46 | TANDEM DIABETES CARE INC | TNDM | 551,207 | $10.3M | 0.30% |
| 47 | PROS HOLDINGS INC | 74346Y103 | 527,485 | $8.3M | 0.24% |
| 48 | APPLE INC | AAPL | 11,517 | $2.4M | 0.07% |
| 49 | MICROSOFT CORP | MSFT | 4,253 | $2.1M | 0.06% |
| 50 | ALPHABET INC | GOOG | 11,360 | $2.0M | 0.06% |
| 51 | META PLATFORMS INC | META | 2,180 | $1.6M | 0.05% |
| 52 | AMAZON COM INC | AMZN | 6,929 | $1.5M | 0.04% |
| 53 | MASTERCARD INCORPORATED | MA | 1,768 | $993,510 | 0.03% |
| 54 | NVIDIA CORPORATION | NVDA | 6,095 | $962,949 | 0.03% |
| 55 | JPMORGAN CHASE & CO. | VYLD | 2,319 | $672,301 | 0.02% |
| 56 | HOME DEPOT INC | HD | 1,395 | $511,463 | 0.01% |
| 57 | QUANTA SVCS INC | 74762E102 | 1,328 | $502,090 | 0.01% |
| 58 | CHIPOTLE MEXICAN GRILL INC | CMG | 8,340 | $468,291 | 0.01% |
| 59 | HUBSPOT INC | HUBS | 794 | $441,964 | 0.01% |
| 60 | FASTENAL CO | FAST | 9,874 | $414,708 | 0.01% |
| 61 | ORACLE CORP | ORCL-PD | 1,850 | $404,466 | 0.01% |
| 62 | FISERV INC | FISV | 2,327 | $401,198 | 0.01% |
| 63 | PRICE T ROWE GROUP INC | TROW | 4,064 | $392,176 | 0.01% |
| 64 | ECOLAB INC | ECL | 1,424 | $383,683 | 0.01% |
| 65 | INSULET CORP | PODD | 1,156 | $363,192 | 0.01% |
| 66 | AUTOMATIC DATA PROCESSING IN | ADP | 1,143 | $352,501 | 0.01% |
| 67 | STARBUCKS CORP | SBUX | 3,404 | $311,909 | 0.01% |
| 68 | ADOBE INC | ADBE | 793 | $306,796 | 0.01% |
| 69 | DARDEN RESTAURANTS INC | DRI | 1,391 | $303,196 | 0.01% |
| 70 | AUTODESK INC | ADSK | 926 | $286,662 | 0.01% |
| 71 | WEC ENERGY GROUP INC | WEC | 2,582 | $269,044 | 0.01% |
| 72 | M & T BK CORP | 55261F104 | 1,308 | $253,739 | 0.01% |
| 73 | PAYCHEX INC | PAYX | 1,735 | $252,373 | 0.01% |
| 74 | PEPSICO INC | PEP | 1,840 | $242,954 | 0.01% |
| 75 | TJX COS INC NEW | 872540109 | 1,922 | $237,348 | 0.01% |
| 76 | SALESFORCE INC | CRM | 857 | $233,695 | 0.01% |
| 77 | MCDONALDS CORP | MCD | 787 | $229,938 | 0.01% |
| 78 | SYSCO CORP | SYY | 3,027 | $229,265 | 0.01% |
| 79 | PROCTER AND GAMBLE CO | 742718109 | 1,370 | $218,268 | 0.01% |
| 80 | BLOCK H & R INC | BSQKZ | 3,915 | $214,894 | 0.01% |
| 81 | SNAP ON INC | SNA | 671 | $208,802 | 0.01% |
| 82 | TEXAS INSTRS INC | 882508104 | 982 | $203,883 | 0.01% |
| 83 | AIR PRODS & CHEMS INC | AIIR | 722 | $203,647 | 0.01% |