Brown Capital Management LLC Top Holdings and 13F Report (2025) About Brown Capital Management LLCInvestment ActivityBrown Capital Management LLC has $3.44 billion in total holdings as of June 30, 2025.Brown Capital Management LLC owns shares of 83 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.19% of the portfolio was purchased this quarter.About 9.97% of the portfolio was sold this quarter.This quarter, Brown Capital Management LLC has purchased 103 new stocks and bought additional shares in 12 stocks.Brown Capital Management LLC sold shares of 68 stocks and completely divested from 23 stocks this quarter.Largest Holdings CyberArk Software $242,048,029Veeva Systems $160,362,239Guidewire Software $152,833,185Datadog $152,239,950Tyler Technologies $141,919,968 Largest New Holdings this Quarter 26603r106 - DUOLINGO INC $32,469,484 Holding75704l104 - Red Violet $23,091,528 Holding882508104 - Texas Instruments $203,883 Holding Largest Purchases this Quarter DUOLINGO INC 79,190 shares (about $32.47M)Vertex 763,549 shares (about $26.98M)Clearwater Analytics 1,126,965 shares (about $24.71M)Red Violet 469,340 shares (about $23.09M)Repligen 141,241 shares (about $17.57M) Largest Sales this Quarter Guidewire Software 120,267 shares (about $28.32M)Veeva Systems 96,833 shares (about $27.89M)ANSYS 53,280 shares (about $18.71M)Datadog 83,164 shares (about $11.17M)Tyler Technologies 17,096 shares (about $10.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrown Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCYBRCyberArk Software$242,048,029$297,836 ▼-0.1%594,8887.0%Computer and TechnologyVEEVVeeva Systems$160,362,239$27,885,967 ▼-14.8%556,8524.7%MedicalGWREGuidewire Software$152,833,185$28,316,865 ▼-15.6%649,1114.4%Computer and TechnologyDDOGDatadog$152,239,950$11,171,420 ▼-6.8%1,133,3284.4%Computer and TechnologyTYLTyler Technologies$141,919,968$10,135,193 ▼-6.7%239,3904.1%Computer and TechnologyAPPFAppFolio$133,273,399$7,618,584 ▼-5.4%578,7453.9%Computer and TechnologyMANHManhattan Associates$128,006,373$5,754,868 ▼-4.3%648,2323.7%Computer and TechnologyRGENRepligen$125,036,229$17,567,556 ▲16.3%1,005,2763.6%MedicalVCELVericel$119,650,983$2,984,372 ▼-2.4%2,812,0093.5%MedicalGKOSGlaukos$117,659,602$5,522,916 ▼-4.5%1,139,1193.4%MedicalPAYCPaycom Software$109,835,167$6,830,928 ▼-5.9%474,6553.2%Computer and TechnologyQTWOQ2$107,969,916$8,780,895 ▼-7.5%1,153,6483.1%Computer and TechnologyANSSANSYS$99,836,744$18,713,002 ▼-15.8%284,2572.9%Computer and TechnologyXMTRXometry$99,464,007$5,737,170 ▼-5.5%2,943,5932.9%IndustrialsCAMTCamtek$96,409,985$3,254,292 ▲3.5%1,140,1372.8%Computer and TechnologyALRMAlarm.com$96,370,219$5,238,439 ▼-5.2%1,703,5572.8%IndustrialsTECHBio-Techne$80,961,874$4,878,746 ▼-5.7%1,573,6032.4%MedicalFLUTTER ENTMT PLC$79,548,154$207,748 ▼-0.3%278,3742.3%SHSAGYSAgilysys$73,963,779$212,543 ▲0.3%645,1832.2%Computer and TechnologyGLBEGlobal-e Online$72,900,465$1,155,822 ▲1.6%2,173,5382.1%Retail/WholesaleCGNXCognex$71,870,066$4,028,155 ▼-5.3%2,265,7652.1%Computer and TechnologyCWANClearwater Analytics$70,169,333$24,714,342 ▲54.4%3,199,6962.0%Computer and TechnologyMELIMercadoLibre$63,673,254$6,406,007 ▼-9.1%24,3621.9%Retail/WholesaleTMDXTransMedics Group$60,488,228$2,244,936 ▼-3.6%451,3711.8%MedicalOLOOLO$58,389,625$3,966,810 ▼-6.4%6,560,6321.7%Computer and TechnologyNCNOnCino$57,614,704$3,371,056 ▼-5.5%2,059,8751.7%Computer and TechnologyVERXVertex$50,472,302$26,980,004 ▲114.8%1,428,3941.5%Computer and TechnologyWKWorkiva$48,052,379$446,842 ▲0.9%702,0071.4%Computer and TechnologySHOPShopify$47,959,762$916,225 ▼-1.9%415,7761.4%Computer and TechnologyINSPInspire Medical Systems$47,682,819$1,959,657 ▲4.3%367,4411.4%MedicalUFPTUFP Technologies$41,705,214$4,271,091 ▲11.4%170,8111.2%IndustrialsBMIBadger Meter$40,092,926$5,461,650 ▲15.8%163,6781.2%Computer and TechnologySPSCSPS Commerce$35,559,637$749,448 ▼-2.1%261,2951.0%Business ServicesKIDSOrthoPediatrics$33,438,002$2,444,875 ▼-6.8%1,556,7041.0%MedicalDUOLINGO INC$32,469,484$32,469,484 ▲New Holding79,1900.9%CL A COMMNDYmonday.com$32,081,992$480,211 ▼-1.5%102,0160.9%Computer and TechnologyDVDoubleVerify$31,846,235$1,712,703 ▼-5.1%2,127,3370.9%Computer and TechnologyERIIEnergy Recovery$31,685,377$1,490,876 ▼-4.5%2,479,2940.9%IndustrialsCYRXCryoPort$28,340,257$1,899,674 ▼-6.3%3,798,9620.8%TransportationICLRIcon$26,111,620$366,825 ▼-1.4%179,5230.8%MedicalCTKBCytek Biosciences$24,173,983$1,203,505 ▼-4.7%7,109,9950.7%MedicalRDVTRed Violet$23,091,528$23,091,528 ▲New Holding469,3400.7%Computer and TechnologyTEAMAtlassian$22,087,459$351,549 ▼-1.6%108,7570.6%Computer and TechnologyCHKPCheck Point Software Technologies$14,646,971$234,082 ▼-1.6%66,2010.4%Computer and TechnologyRXSTRxSight$14,550,120$2,235,376 ▲18.2%1,119,2400.4%MedicalTNDMTandem Diabetes Care$10,274,498$742,002 ▼-6.7%551,2070.3%MedicalPROPROS$8,260,415$1,443,695 ▼-14.9%527,4850.2%Computer and TechnologyAAPLApple$2,362,943$488,510 ▼-17.1%11,5170.1%Computer and TechnologyMSFTMicrosoft$2,115,485$2,994,906 ▼-58.6%4,2530.1%Computer and TechnologyGOOGLAlphabet$2,001,973$603,059 ▼-23.1%11,3600.1%Computer and TechnologyMETAMeta Platforms$1,609,036$1,998,747 ▼-55.4%2,1800.0%Computer and TechnologyAMZNAmazon.com$1,520,153$782,125 ▼-34.0%6,9290.0%Retail/WholesaleMAMastercard$993,510$261,864 ▼-20.9%1,7680.0%Business ServicesNVDANVIDIA$962,949$663,242 ▼-40.8%6,0950.0%Computer and TechnologyJPMJPMorgan Chase & Co.$672,301$134,808 ▼-16.7%2,3190.0%FinanceHDHome Depot$511,463$1,308,539 ▼-71.9%1,3950.0%Retail/WholesalePWRQuanta Services$502,090$86,958 ▼-14.8%1,3280.0%ConstructionCMGChipotle Mexican Grill$468,291$251,047 ▼-34.9%8,3400.0%Retail/WholesaleHUBSHubSpot$441,964$218,199 ▼-33.1%7940.0%Computer and TechnologyFASTFastenal$414,708$172,410 ▲71.2%9,8740.0%Retail/WholesaleORCLOracle$404,466$471,367 ▼-53.8%1,8500.0%Computer and TechnologyFIFiserv$401,198$165,514 ▼-29.2%2,3270.0%Business ServicesTROWT. Rowe Price Group$392,176$697,502 ▼-64.0%4,0640.0%FinanceECLEcolab$383,683$701,084 ▼-64.6%1,4240.0%Basic MaterialsPODDInsulet$363,192$233,436 ▼-39.1%1,1560.0%MedicalADPAutomatic Data Processing$352,501$1,056,269 ▼-75.0%1,1430.0%Computer and TechnologySBUXStarbucks$311,909$49,297 ▼-13.6%3,4040.0%Retail/WholesaleADBEAdobe$306,796$111,421 ▼-26.6%7930.0%Computer and TechnologyDRIDarden Restaurants$303,196$25,067 ▼-7.6%1,3910.0%Retail/WholesaleADSKAutodesk$286,662$156,952 ▼-35.4%9260.0%Computer and TechnologyWECWEC Energy Group$269,044$604,359 ▼-69.2%2,5820.0%UtilitiesMTBM&T Bank$253,739$21,727 ▼-7.9%1,3080.0%FinancePAYXPaychex$252,373$42,911 ▼-14.5%1,7350.0%Computer and TechnologyPEPPepsiCo$242,954$483,267 ▼-66.5%1,8400.0%Consumer StaplesTJXTJX Companies$237,348$18,524 ▼-7.2%1,9220.0%Retail/WholesaleCRMSalesforce$233,695$106,894 ▼-31.4%8570.0%Computer and TechnologyMCDMcDonald's$229,938$774,836 ▼-77.1%7870.0%Retail/WholesaleSYYSysco$229,265$401,422 ▼-63.6%3,0270.0%Consumer StaplesPGProcter & Gamble$218,268$544,395 ▼-71.4%1,3700.0%Consumer StaplesHRBH&R Block$214,894$15,040 ▼-6.5%3,9150.0%Consumer DiscretionarySNASnap-On$208,802$22,094 ▼-9.6%6710.0%Consumer DiscretionaryTXNTexas Instruments$203,883$203,883 ▲New Holding9820.0%Computer and TechnologyAPDAir Products and Chemicals$203,647$23,129 ▼-10.2%7220.0%Basic MaterialsENFNEnfusion$0$57,344,918 ▼-100.0%00.0%Computer and TechnologyHLIOHelios Technologies$0$37,718,843 ▼-100.0%00.0%IndustrialsVICRVicor$0$34,478,872 ▼-100.0%00.0%Computer and TechnologyTSCOTractor Supply$0$2,340,924 ▼-100.0%00.0%Retail/WholesaleGWWW.W. Grainger$0$2,311,522 ▼-100.0%00.0%IndustrialsABBVAbbVie$0$1,193,007 ▼-100.0%00.0%MedicalDKSDICK'S Sporting Goods$0$1,103,541 ▼-100.0%00.0%Retail/WholesaleITWIllinois Tool Works$0$813,473 ▼-100.0%00.0%IndustrialsABTAbbott Laboratories$0$774,809 ▼-100.0%00.0%MedicalUPSUnited Parcel Service$0$627,053 ▼-100.0%00.0%TransportationJNJJohnson & Johnson$0$404,152 ▼-100.0%00.0%MedicalYORWYork Water$0$390,150 ▼-100.0%00.0%UtilitiesFICOFair Isaac$0$337,481 ▼-100.0%00.0%Computer and TechnologyTGTTarget$0$296,800 ▼-100.0%00.0%Retail/WholesaleBRBroadridge Financial Solutions$0$283,436 ▼-100.0%00.0%Computer and TechnologySCHWCharles Schwab$0$276,094 ▼-100.0%00.0%FinanceEWEdwards Lifesciences$0$254,260 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. 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