BROWN CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed August 13, 2025
Portfolio Value
$3.4T
Holdings
83
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (83 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 594,888 | $242.0B | 7.04% | |
| 2 | VEEVVEEVA SYS INC | 556,852 | $160.4B | 4.66% | |
| 3 | GWREGUIDEWIRE SOFTWARE INC | 649,111 | $152.8B | 4.45% | |
| 4 | DDOGDATADOG INC | 1,133,328 | $152.2B | 4.43% | |
| 5 | TYLTYLER TECHNOLOGIES INC | 239,390 | $141.9B | 4.13% | |
| 6 | APPFAPPFOLIO INC | 578,745 | $133.3B | 3.88% | |
| 7 | MANHMANHATTAN ASSOCIATES INC | 648,232 | $128.0B | 3.72% | |
| 8 | RGENREPLIGEN CORP | 1,005,276 | $125.0B | 3.64% | |
| 9 | VCELVERICEL CORP | 2,812,009 | $119.7B | 3.48% | |
| 10 | GKOSGLAUKOS CORP | 1,139,119 | $117.7B | 3.42% | |
| 11 | PAYCPAYCOM SOFTWARE INC | 474,655 | $109.8B | 3.19% | |
| 12 | QTWOQ2 HLDGS INC | 1,153,648 | $108.0B | 3.14% | |
| 13 | AKXANSYS INC | 284,257 | $99.8B | 2.90% | |
| 14 | XMTRXOMETRY INC | 2,943,593 | $99.5B | 2.89% | |
| 15 | CAMTCAMTEK LTD | 1,140,137 | $96.4B | 2.80% | |
| 16 | ALRMALARM COM HLDGS INC | 1,703,557 | $96.4B | 2.80% | |
| 17 | TECHBIO-TECHNE CORP | 1,573,603 | $81.0B | 2.35% | |
| 18 | FLUTFLUTTER ENTMT PLC | 278,374 | $79.5B | 2.31% | |
| 19 | AGYSAGILYSYS INC | 645,183 | $74.0B | 2.15% | |
| 20 | GLBEGLOBAL E ONLINE LTD | 2,173,538 | $72.9B | 2.12% | |
| 21 | CGNXCOGNEX CORP | 2,265,765 | $71.9B | 2.09% | |
| 22 | CWANCLEARWATER ANALYTICS HLDGS I | 3,199,696 | $70.2B | 2.04% | |
| 23 | MLB1MERCADOLIBRE INC | 24,362 | $63.7B | 1.85% | |
| 24 | TMDXTRANSMEDICS GROUP INC | 451,371 | $60.5B | 1.76% | |
| 25 | OLOGBXOLO INC | 6,560,632 | $58.4B | 1.70% | |
| 26 | NCNONCINO INC | 2,059,875 | $57.6B | 1.68% | |
| 27 | VERXVERTEX INC | 1,428,394 | $50.5B | 1.47% | |
| 28 | WKWORKIVA INC | 702,007 | $48.1B | 1.40% | |
| 29 | SHOPSHOPIFY INC | 415,776 | $48.0B | 1.39% | |
| 30 | INSPINSPIRE MED SYS INC | 367,441 | $47.7B | 1.39% | |
| 31 | UFPTUFP TECHNOLOGIES INC | 170,811 | $41.7B | 1.21% | |
| 32 | BMIBADGER METER INC | 163,678 | $40.1B | 1.17% | |
| 33 | SPSCSPS COMM INC | 261,295 | $35.6B | 1.03% | |
| 34 | KIDSORTHOPEDIATRICS CORP | 1,556,704 | $33.4B | 0.97% | |
| 35 | DUOLDUOLINGO INC | 79,190 | $32.5B | 0.94% | |
| 36 | MNDYMONDAY COM LTD | 102,016 | $32.1B | 0.93% | |
| 37 | DVDOUBLEVERIFY HLDGS INC | 2,127,337 | $31.8B | 0.93% | |
| 38 | ERIIENERGY RECOVERY INC | 2,479,294 | $31.7B | 0.92% | |
| 39 | CYRXCRYOPORT INC | 3,798,962 | $28.3B | 0.82% | |
| 40 | ICLRICON PLC | 179,523 | $26.1B | 0.76% | |
| 41 | CTKBCYTEK BIOSCIENCES INC | 7,109,995 | $24.2B | 0.70% | |
| 42 | RDVTRED VIOLET INC | 469,340 | $23.1B | 0.67% | |
| 43 | TEAMATLASSIAN CORPORATION | 108,757 | $22.1B | 0.64% | |
| 44 | CHKPCHECK POINT SOFTWARE TECH LT | 66,201 | $14.6B | 0.43% | |
| 45 | RXSTRXSIGHT INC | 1,119,240 | $14.6B | 0.42% | |
| 46 | TNDMTANDEM DIABETES CARE INC | 551,207 | $10.3B | 0.30% | |
| 47 | PROPROS HOLDINGS INC | 527,485 | $8.3B | 0.24% | |
| 48 | AAPLAPPLE INC | 11,517 | $2.4B | 0.07% | |
| 49 | MSFTMICROSOFT CORP | 4,253 | $2.1B | 0.06% | |
| 50 | GOOGLALPHABET INC | 11,360 | $2.0B | 0.06% | |
| 51 | METAMETA PLATFORMS INC | 2,180 | $1.6B | 0.05% | |
| 52 | AMZNAMAZON COM INC | 6,929 | $1.5B | 0.04% | |
| 53 | MAMASTERCARD INCORPORATED | 1,768 | $993.5M | 0.03% | |
| 54 | NVDANVIDIA CORPORATION | 6,095 | $962.9M | 0.03% | |
| 55 | JPMJPMORGAN CHASE & CO. | 2,319 | $672.3M | 0.02% | |
| 56 | HDHOME DEPOT INC | 1,395 | $511.5M | 0.01% | |
| 57 | PWRQUANTA SVCS INC | 1,328 | $502.1M | 0.01% | |
| 58 | CMGCHIPOTLE MEXICAN GRILL INC | 8,340 | $468.3M | 0.01% | |
| 59 | HUBSHUBSPOT INC | 794 | $442.0M | 0.01% | |
| 60 | FASTFASTENAL CO | 9,874 | $414.7M | 0.01% | |
| 61 | ORCLORACLE CORP | 1,850 | $404.5M | 0.01% | |
| 62 | FISVFISERV INC | 2,327 | $401.2M | 0.01% | |
| 63 | TROWPRICE T ROWE GROUP INC | 4,064 | $392.2M | 0.01% | |
| 64 | ECLECOLAB INC | 1,424 | $383.7M | 0.01% | |
| 65 | PODDINSULET CORP | 1,156 | $363.2M | 0.01% | |
| 66 | ADPAUTOMATIC DATA PROCESSING IN | 1,143 | $352.5M | 0.01% | |
| 67 | SBUXSTARBUCKS CORP | 3,404 | $311.9M | 0.01% | |
| 68 | ADBEADOBE INC | 793 | $306.8M | 0.01% | |
| 69 | DRIDARDEN RESTAURANTS INC | 1,391 | $303.2M | 0.01% | |
| 70 | ADSKAUTODESK INC | 926 | $286.7M | 0.01% | |
| 71 | WECWEC ENERGY GROUP INC | 2,582 | $269.0M | 0.01% | |
| 72 | MTBM & T BK CORP | 1,308 | $253.7M | 0.01% | |
| 73 | PAYXPAYCHEX INC | 1,735 | $252.4M | 0.01% | |
| 74 | PEPPEPSICO INC | 1,840 | $243.0M | 0.01% | |
| 75 | TJXTJX COS INC NEW | 1,922 | $237.3M | 0.01% | |
| 76 | CRMSALESFORCE INC | 857 | $233.7M | 0.01% | |
| 77 | MCDMCDONALDS CORP | 787 | $229.9M | 0.01% | |
| 78 | SYYSYSCO CORP | 3,027 | $229.3M | 0.01% | |
| 79 | PGPROCTER AND GAMBLE CO | 1,370 | $218.3M | 0.01% | |
| 80 | HRBBLOCK H & R INC | 3,915 | $214.9M | 0.01% | |
| 81 | SNASNAP ON INC | 671 | $208.8M | 0.01% | |
| 82 | TXNTEXAS INSTRS INC | 982 | $203.9M | 0.01% | |
| 83 | APDAIR PRODS & CHEMS INC | 722 | $203.6M | 0.01% |