BROWN CAPITAL MANAGEMENT LLC
CIK 885062 · Holdings on Jun 30, 2025 · First reported Aug 13, 2025
Top ten holdings
Q2 2025- CYBR7.04%
- VEEV4.66%
- GWRE4.45%
- DDOG4.43%
- TYL4.13%
- APPF3.88%
- MANH3.72%
- RGEN3.64%
- VCEL3.48%
- GKOS3.42%
Share classes counted separately42.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CYBRWeight increased · +0.97 pp6.07% → 7.04%Shares -732 (-0.12%)
- CAMTWeight increased · +0.85 pp1.95% → 2.80%Shares +38.48K (+3.49%)
- TMDXWeight increased · +0.81 pp0.95% → 1.76%Shares -16.75K (-3.58%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CYBRCYBERARK SOFTWARE LTD/ISRAELSHS View history and evidence | $242.05M | 7.04% | 594.89K shares | 6.07% → 7.04%+0.97 pp -732 (-0.12%) | Reduced | ↗▾ |
| 02 | VEEVVEEVA SYSTEMS INC-CLASS ACL A COM View history and evidence | $160.36M | 4.66% | 556.85K shares | 4.56% → 4.66%+0.10 pp -96.83K (-14.81%) | Reduced | ↗▾ |
| 03 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $152.83M | 4.45% | 649.11K shares | 4.34% → 4.45%+0.11 pp -120.27K (-15.63%) | Reduced | ↗▾ |
| 04 | DDOGDATADOG INC - CLASS ACL A COM View history and evidence | $152.24M | 4.43% | 1.13M shares | 3.64% → 4.43%+0.79 pp -83.16K (-6.84%) | Reduced | ↗▾ |
| 05 | TYLTYLER TECHNOLOGIES INC View history and evidence | $141.92M | 4.13% | 239.39K shares | 4.49% → 4.13%-0.36 pp -17.10K (-6.67%) | Reduced | ↗▾ |
| 06 | APPFAPPFOLIO INC - ACOM CL A View history and evidence | $133.27M | 3.88% | 578.75K shares | 4.06% → 3.88%-0.18 pp -33.08K (-5.41%) | Reduced | ↗▾ |
| 07 | MANHMANHATTAN ASSOCIATES INC View history and evidence | $128.01M | 3.72% | 648.23K shares | 3.53% → 3.72%+0.19 pp -29.14K (-4.30%) | Reduced | ↗▾ |
| 08 | RGENREPLIGEN CORP View history and evidence | $125.04M | 3.64% | 1.01M shares | 3.31% → 3.64%+0.33 pp +141.24K (+16.35%) | Added | ↗▾ |
| 09 | VCELVERICEL CORP View history and evidence | $119.65M | 3.48% | 2.81M shares | 3.88% → 3.48%-0.40 pp -70.14K (-2.43%) | Reduced | ↗▾ |
| 10 | GKOSGLAUKOS CORP View history and evidence | $117.66M | 3.42% | 1.14M shares | 3.54% → 3.42%-0.12 pp -53.47K (-4.48%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 23
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ENFN ENFUSION INC - CLASS A | Non-derivative | -5,143,042 | -$57.34M | SEC filing ↗ | SEC filing ↗ |
| HLIO HELIOS TECHNOLOGIES INC | Non-derivative | -1,175,408 | -$37.72M | SEC filing ↗ | SEC filing ↗ |
| VICR VICOR CORP | Non-derivative | -737,043 | -$34.48M | SEC filing ↗ | SEC filing ↗ |
3 / 23 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 885062 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3438158952
}Research all 83 reported holdings.
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