Filed: 8/13/2025ACC: 0001398344-25-015312
📋 What this filing means
BROWN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $3.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$3.44B
Total AUM (reported)
60.18M
Total Shares
Allocation by class
COM$1.96B56.9%
SHS$452.69M13.2%
CL A COM$345.07M10.0%
CL A$203.72M5.9%
COM CL A$181.33M5.3%
ORD$111.06M3.2%
CLASS A COM$99.46M2.9%
Portfolio Concentration
Top 3$555.24M16.1%
4–10$917.79M26.7%
11–25$1.24B36.1%
Rest$723.28M21.0%
Top 3 weight
16.1%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 60.18M
Sole
Full voting authority
27.96M
shares
% of voting shares46.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
32.22M
shares
% of voting shares53.5%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 53.5% of voting shares
Institutional Holdings83
Rows:
CYBERARK SOFTWARE LTD
SOLEShares594.89K
TypeSH
Market value$242.05M
7.04%
Sole
465.46K
Shared
0.00
None
129.43K
VEEVA SYS INC
SOLEShares556.85K
TypeSH
Market value$160.36M
4.66%
Sole
233.90K
Shared
0.00
None
322.95K
GUIDEWIRE SOFTWARE INC
SOLEShares649.11K
TypeSH
Market value$152.83M
4.45%
Sole
276.37K
Shared
0.00
None
372.74K
DATADOG INC
SOLEShares1.13M
TypeSH
Market value$152.24M
4.43%
Sole
488.89K
Shared
0.00
None
644.44K
TYLER TECHNOLOGIES INC
SOLEShares239.39K
TypeSH
Market value$141.92M
4.13%
Sole
94.59K
Shared
0.00
None
144.80K
APPFOLIO INC
SOLEShares578.75K
TypeSH
Market value$133.27M
3.88%
Sole
258.85K
Shared
0.00
None
319.90K
MANHATTAN ASSOCIATES INC
SOLEShares648.23K
TypeSH
Market value$128.01M
3.72%
Sole
288.90K
Shared
0.00
None
359.33K
REPLIGEN CORP
SOLEShares1.01M
TypeSH
Market value$125.04M
3.64%
Sole
427.52K
Shared
0.00
None
577.76K
VERICEL CORP
SOLEShares2.81M
TypeSH
Market value$119.65M
3.48%
Sole
1.25M
Shared
0.00
None
1.57M
GLAUKOS CORP
SOLEShares1.14M
TypeSH
Market value$117.66M
3.42%
Sole
502.68K
Shared
0.00
None
636.44K
PAYCOM SOFTWARE INC
SOLEShares474.65K
TypeSH
Market value$109.84M
3.19%
Sole
197.14K
Shared
0.00
None
277.51K
Q2 HLDGS INC
SOLEShares1.15M
TypeSH
Market value$107.97M
3.14%
Sole
476.64K
Shared
0.00
None
677K
ANSYS INC
SOLEShares284.26K
TypeSH
Market value$99.84M
2.90%
Sole
94.54K
Shared
0.00
None
189.72K
XOMETRY INC
SOLEShares2.94M
TypeSH
Market value$99.46M
2.89%
Sole
1.28M
Shared
0.00
None
1.66M
CAMTEK LTD
SOLEShares1.14M
TypeSH
Market value$96.41M
2.80%
Sole
910K
Shared
0.00
None
230.14K
ALARM COM HLDGS INC
SOLEShares1.70M
TypeSH
Market value$96.37M
2.80%
Sole
743.85K
Shared
0.00
None
959.70K
BIO-TECHNE CORP
SOLEShares1.57M
TypeSH
Market value$80.96M
2.35%
Sole
689.23K
Shared
0.00
None
884.37K
FLUTTER ENTMT PLC
SOLEShares278.37K
TypeSH
Market value$79.55M
2.31%
Sole
241.37K
Shared
0.00
None
37.01K
AGILYSYS INC
SOLEShares645.18K
TypeSH
Market value$73.96M
2.15%
Sole
287.78K
Shared
0.00
None
357.40K
GLOBAL E ONLINE LTD
SOLEShares2.17M
TypeSH
Market value$72.90M
2.12%
Sole
1.66M
Shared
0.00
None
514.69K
COGNEX CORP
SOLEShares2.27M
TypeSH
Market value$71.87M
2.09%
Sole
1.03M
Shared
0.00
None
1.23M
CLEARWATER ANALYTICS HLDGS I
SOLEShares3.20M
TypeSH
Market value$70.17M
2.04%
Sole
1.27M
Shared
0.00
None
1.93M
MERCADOLIBRE INC
SOLEShares24.36K
TypeSH
Market value$63.67M
1.85%
Sole
21.63K
Shared
0.00
None
2.73K
TRANSMEDICS GROUP INC
SOLEShares451.37K
TypeSH
Market value$60.49M
1.76%
Sole
202.73K
Shared
0.00
None
248.64K
OLO INC
SOLEShares6.56M
TypeSH
Market value$58.39M
1.70%
Sole
2.84M
Shared
0.00
None
3.72M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CYBERARK SOFTWARE LTDSOLE | SHS | 594.89K | SH | $242.05M 7.04% | 465.46K | 0.00 | 129.43K |
VEEVA SYS INCSOLE | CL A COM | 556.85K | SH | $160.36M 4.66% | 233.90K | 0.00 | 322.95K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 649.11K | SH | $152.83M 4.45% | 276.37K | 0.00 | 372.74K |
DATADOG INCSOLE | CL A COM | 1.13M | SH | $152.24M 4.43% | 488.89K | 0.00 | 644.44K |
TYLER TECHNOLOGIES INCSOLE | COM | 239.39K | SH | $141.92M 4.13% | 94.59K | 0.00 | 144.80K |
APPFOLIO INCSOLE | COM CL A | 578.75K | SH | $133.27M 3.88% | 258.85K | 0.00 | 319.90K |
MANHATTAN ASSOCIATES INCSOLE | COM | 648.23K | SH | $128.01M 3.72% | 288.90K | 0.00 | 359.33K |
REPLIGEN CORPSOLE | COM | 1.01M | SH | $125.04M 3.64% | 427.52K | 0.00 | 577.76K |
VERICEL CORPSOLE | COM | 2.81M | SH | $119.65M 3.48% | 1.25M | 0.00 | 1.57M |
GLAUKOS CORPSOLE | COM | 1.14M | SH | $117.66M 3.42% | 502.68K | 0.00 | 636.44K |
PAYCOM SOFTWARE INCSOLE | COM | 474.65K | SH | $109.84M 3.19% | 197.14K | 0.00 | 277.51K |
Q2 HLDGS INCSOLE | COM | 1.15M | SH | $107.97M 3.14% | 476.64K | 0.00 | 677K |
ANSYS INCSOLE | COM | 284.26K | SH | $99.84M 2.90% | 94.54K | 0.00 | 189.72K |
XOMETRY INCSOLE | CLASS A COM | 2.94M | SH | $99.46M 2.89% | 1.28M | 0.00 | 1.66M |
CAMTEK LTDSOLE | ORD | 1.14M | SH | $96.41M 2.80% | 910K | 0.00 | 230.14K |
ALARM COM HLDGS INCSOLE | COM | 1.70M | SH | $96.37M 2.80% | 743.85K | 0.00 | 959.70K |
BIO-TECHNE CORPSOLE | COM | 1.57M | SH | $80.96M 2.35% | 689.23K | 0.00 | 884.37K |
FLUTTER ENTMT PLCSOLE | SHS | 278.37K | SH | $79.55M 2.31% | 241.37K | 0.00 | 37.01K |
AGILYSYS INCSOLE | COM | 645.18K | SH | $73.96M 2.15% | 287.78K | 0.00 | 357.40K |
GLOBAL E ONLINE LTDSOLE | SHS | 2.17M | SH | $72.90M 2.12% | 1.66M | 0.00 | 514.69K |
COGNEX CORPSOLE | COM | 2.27M | SH | $71.87M 2.09% | 1.03M | 0.00 | 1.23M |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 3.20M | SH | $70.17M 2.04% | 1.27M | 0.00 | 1.93M |
MERCADOLIBRE INCSOLE | COM | 24.36K | SH | $63.67M 1.85% | 21.63K | 0.00 | 2.73K |
TRANSMEDICS GROUP INCSOLE | COM | 451.37K | SH | $60.49M 1.76% | 202.73K | 0.00 | 248.64K |
OLO INCSOLE | CL A | 6.56M | SH | $58.39M 1.70% | 2.84M | 0.00 | 3.72M |
Page 1 of 4