BROWN CAPITAL MANAGEMENT LLC
CIK 885062 · Holdings on Sep 30, 2025 · First reported Nov 4, 2025
Top ten holdings
Q3 2025- CYBR8.13%
- CAMT5.00%
- VEEV4.47%
- DDOG4.18%
- GWRE3.92%
- APPF3.88%
- RGEN3.68%
- XMTR3.62%
- MANH3.54%
- GLBE3.52%
Share classes counted separately43.94%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CAMTWeight increased · +2.20 pp2.80% → 5.00%Shares +13.81K (+1.21%)
- GLBEWeight increased · +1.40 pp2.12% → 3.52%Shares +216.30K (+9.95%)
- CYBRWeight increased · +1.09 pp7.04% → 8.13%Shares -186.60K (-31.37%)
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 | $197.27M | 8.13% | 408.29K shares | 7.04% → 8.13%+1.09 pp -186.60K (-31.37%) | Reduced | ↗▾ |
| 02 | CAMTCAMTEK LTDORD View history and evidence | $121.22M | 5.00% | 1.15M shares | 2.80% → 5.00%+2.20 pp +13.81K (+1.21%) | Added | ↗▾ |
| 03 | VEEVVEEVA SYSTEMS INC-CLASS ACL A COM View history and evidence | $108.44M | 4.47% | 364.00K shares | 4.66% → 4.47%-0.19 pp -192.85K (-34.63%) | Reduced | ↗▾ |
| 04 | DDOGDATADOG INC - CLASS ACL A COM View history and evidence | $101.43M | 4.18% | 712.28K shares | 4.43% → 4.18%-0.25 pp -421.05K (-37.15%) | Reduced | ↗▾ |
| 05 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $95.22M | 3.92% | 414.26K shares | 4.45% → 3.92%-0.53 pp -234.85K (-36.18%) | Reduced | ↗▾ |
| 06 | APPFAPPFOLIO INC - ACOM CL A View history and evidence | $94.26M | 3.88% | 341.94K shares | 3.88% → 3.88%+0.00 pp -236.80K (-40.92%) | Reduced | ↗▾ |
| 07 | RGENREPLIGEN CORP View history and evidence | $89.41M | 3.68% | 668.86K shares | 3.64% → 3.68%+0.04 pp -336.42K (-33.47%) | Reduced | ↗▾ |
| 08 | XMTRXOMETRY INC-ACLASS A COM View history and evidence | $87.79M | 3.62% | 1.61M shares | 2.89% → 3.62%+0.73 pp -1.33M (-45.25%) | Reduced | ↗▾ |
| 09 | MANHMANHATTAN ASSOCIATES INC View history and evidence | $86.01M | 3.54% | 419.62K shares | 3.72% → 3.54%-0.18 pp -228.61K (-35.27%) | Reduced | ↗▾ |
| 10 | GLBEGLOBAL-E ONLINE LTDSHS View history and evidence | $85.46M | 3.52% | 2.39M shares | 2.12% → 3.52%+1.40 pp +216.30K (+9.95%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 33
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AKX ANSYS INC | Non-derivative | -284,257 | -$99.84M | SEC filing ↗ | SEC filing ↗ |
| 68134L109 OLO INC - CLASS A | Non-derivative | -6,560,632 | -$58.39M | SEC filing ↗ | SEC filing ↗ |
| MA MASTERCARD INC - A | Non-derivative | -1,768 | -$993.51K | SEC filing ↗ | SEC filing ↗ |
3 / 33 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 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2426494976
}Research all 54 reported holdings.
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