BROWN CAPITAL MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BC BROWN CAPITAL MANAGEMENT LLC | Institutional Filer | ▼ 28.95% | $704.0M | 56 |
Current Portfolio Holdings
Showing top 56 reported positions by value (Total positions in database: 54)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CAMT | Camtek Ltd. | Technology | 620K | $94.0M | 18.79% |
| 2 | GLBE | Global-e Online Ltd. | Consumer Cyclical | 1.4M | $43.2M | 8.63% |
| 3 | CLBT | Cellebrite DI Ltd. | Technology | 2.7M | $37.2M | 7.44% |
| 4 | GKOS | Glaukos Corporation | Healthcare | 230K | $24.8M | 4.95% |
| 5 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 14K | $24.5M | 4.89% |
| 6 | SHOP | Shopify Inc. | Technology | 202K | $23.9M | 4.78% |
| 7 | DDOG | Datadog, Inc. | Technology | 177K | $20.8M | 4.17% |
| 8 | CGNX | Cognex Corporation | Technology | 415K | $20.3M | 4.06% |
| 9 | VEEV | Veeva Systems Inc. | Healthcare | 115K | $20.2M | 4.04% |
| 10 | RGEN | Repligen Corporation | Healthcare | 170K | $20.0M | 4.00% |
| 11 | GWRE | Guidewire Software, Inc. | Technology | 131K | $19.6M | 3.92% |
| 12 | VCEL | Vericel Corporation | Healthcare | 592K | $19.1M | 3.81% |
| 13 | TYL | Tyler Technologies, Inc. | Technology | 53K | $18.1M | 3.62% |
| 14 | MANH | Manhattan Associates, Inc. | Technology | 134K | $17.8M | 3.57% |
| 15 | ICLR | ICON Public Limited Company | Healthcare | 158K | $17.5M | 3.50% |
Showing 1 to 15 of 56 holdings