BROWN CAPITAL MANAGEMENT LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.2B
Holdings
55
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CAMTCAMTEK LTD | 1,075,053 | $114.3M | 9.38% | |
| 2 | GLBEGLOBAL E ONLINE LTD | 2,404,856 | $94.5M | 7.75% | |
| 3 | CYBRCYBERARK SOFTWARE LTD | 152,539 | $68.0M | 5.58% | |
| 4 | RGENREPLIGEN CORP | 273,972 | $44.9M | 3.68% | |
| 5 | XMTRXOMETRY INC | 698,666 | $41.5M | 3.41% | |
| 6 | SHOPSHOPIFY INC | 248,101 | $39.9M | 3.28% | |
| 7 | GWREGUIDEWIRE SOFTWARE INC | 183,624 | $36.9M | 3.03% | |
| 8 | GKOSGLAUKOS CORP | 326,579 | $36.9M | 3.02% | |
| 9 | VEEVVEEVA SYS INC | 160,187 | $35.8M | 2.93% | |
| 10 | APPFAPPFOLIO INC | 152,123 | $35.4M | 2.90% | |
| 11 | MLB1MERCADOLIBRE INC | 17,176 | $34.6M | 2.84% | |
| 12 | TYLTYLER TECHNOLOGIES INC | 74,067 | $33.6M | 2.76% | |
| 13 | DDOGDATADOG INC | 244,312 | $33.2M | 2.73% | |
| 14 | MANHMANHATTAN ASSOCIATES INC | 187,550 | $32.5M | 2.67% | |
| 15 | CWANCLEARWATER ANALYTICS HLDGS I | 1,266,310 | $30.5M | 2.51% | |
| 16 | VCELVERICEL CORP | 831,752 | $30.0M | 2.46% | |
| 17 | FLUTFLUTTER ENTMT PLC | 132,335 | $28.5M | 2.33% | |
| 18 | ALRMALARM COM HLDGS INC | 504,728 | $25.8M | 2.11% | |
| 19 | QTWOQ2 HLDGS INC | 355,407 | $25.6M | 2.10% | |
| 20 | TECHBIO-TECHNE CORP | 435,641 | $25.6M | 2.10% | |
| 21 | AGYSAGILYSYS INC | 214,986 | $25.5M | 2.10% | |
| 22 | PAYCPAYCOM SOFTWARE INC | 145,948 | $23.3M | 1.91% | |
| 23 | CGNXCOGNEX CORP | 638,019 | $23.0M | 1.88% | |
| 24 | ICLRICON PLC | 124,638 | $22.7M | 1.86% | |
| 25 | NCNONCINO INC | 739,559 | $19.0M | 1.56% | |
| 26 | UFPTUFP TECHNOLOGIES INC | 83,672 | $18.6M | 1.52% | |
| 27 | WKWORKIVA INC | 208,494 | $18.0M | 1.47% | |
| 28 | TMDXTRANSMEDICS GROUP INC | 145,918 | $17.8M | 1.46% | |
| 29 | BMIBADGER METER INC | 101,519 | $17.7M | 1.45% | |
| 30 | TEAMATLASSIAN CORPORATION | 76,015 | $12.3M | 1.01% | |
| 31 | VERXVERTEX INC | 610,332 | $12.2M | 1.00% | |
| 32 | AXGNAXOGEN INC | 349,209 | $11.4M | 0.94% | |
| 33 | INSPINSPIRE MED SYS INC | 119,935 | $11.1M | 0.91% | |
| 34 | CYRXCRYOPORT INC | 1,112,771 | $10.7M | 0.88% | |
| 35 | MNDYMONDAY COM LTD | 71,052 | $10.5M | 0.86% | |
| 36 | CTKBCYTEK BIOSCIENCES INC | 2,072,915 | $10.5M | 0.86% | |
| 37 | ERIIENERGY RECOVERY INC | 764,793 | $10.3M | 0.85% | |
| 38 | RDVTRED VIOLET INC | 175,452 | $10.0M | 0.82% | |
| 39 | DVDOUBLEVERIFY HLDGS INC | 815,446 | $9.3M | 0.77% | |
| 40 | KIDSORTHOPEDIATRICS CORP | 514,097 | $9.1M | 0.75% | |
| 41 | SPSCSPS COMM INC | 101,560 | $9.1M | 0.74% | |
| 42 | CHKPCHECK POINT SOFTWARE TECH LT | 47,839 | $8.9M | 0.73% | |
| 43 | DUOLDUOLINGO INC | 49,876 | $8.8M | 0.72% | |
| 44 | INTAINTAPP INC | 148,656 | $6.8M | 0.56% | |
| 45 | LOARLOAR HOLDINGS INC | 97,142 | $6.6M | 0.54% | |
| 46 | MAMAMAMAS CREATIONS INC | 469,538 | $6.3M | 0.52% | |
| 47 | HTDCORCEPT THERAPEUTICS INC | 138,191 | $4.8M | 0.39% | |
| 48 | VCYTVERACYTE INC | 114,157 | $4.8M | 0.39% | |
| 49 | AVPTAVEPOINT INC | 280,223 | $3.9M | 0.32% | |
| 50 | RXSTRXSIGHT INC | 357,713 | $3.7M | 0.31% | |
| 51 | PDFSPDF SOLUTIONS INC | 125,137 | $3.6M | 0.29% | |
| 52 | AAPLAPPLE INC | 952 | $258K | 0.02% | |
| 53 | GOOGLALPHABET INC | 744 | $232K | 0.02% | |
| 54 | MSFTMICROSOFT CORP | 438 | $211K | 0.02% | |
| 55 | AMZNAMAZON COM INC | 903 | $208K | 0.02% |