BROWN CAPITAL MANAGEMENT LLC
CIK 885062
13F filing for Q2 2026・No. 3,892
- Holdings
- US$500.2M
- Quarter change
- −US$203.79M
- Entries
- 54
- Net bought (estimate)
- −US$292.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 9
- Cut 38
- Added 7
- Corporate actions 0
- Unchanged 2
Largest holdings
54 stocks worth US$500.2M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CAMTCAMTEK LTDORD | Cut | 178,944 | US$29.19M | 5.84% |
| CGNXCOGNEX CORPCOM | Cut | 351,942 | US$25.49M | 5.10% |
| DDOGDATADOG INCCL A COM | AddedSplit 1:2 | 97,832 | US$25.47M | 5.09% |
| XMTRXOMETRY INCCLASS A COM | AddedSplit 1:2 | 259,008 | US$25M | 5.00% |
| GLBEGLOBAL E ONLINE LTDSHS | Cut | 685,480 | US$23.81M | 4.76% |
| GKOSGLAUKOS CORPCOM | Cut | 167,920 | US$23.47M | 4.69% |
| VCELVERICEL CORPCOM | Cut | 504,049 | US$22.43M | 4.48% |
| RGENREPLIGEN CORPCOM | Cut | 140,899 | US$19.22M | 3.84% |
| VEEVVEEVA SYS INCCL A COM | Cut | 99,469 | US$17.65M | 3.53% |
| CLBTCELLEBRITE DI LTDORDINARY SHARES | Cut | 1,140,261 | US$16.65M | 3.33% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.