Brown Capital Management LLC Top Holdings and 13F Report (2025)

About Brown Capital Management LLC

Investment Activity

Brown Capital Management LLC has $3.32 billion in total holdings as of March 31, 2025.
Brown Capital Management LLC owns shares of 105 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 5.08% of the portfolio was purchased this quarter.
About 15.59% of the portfolio was sold this quarter.
This quarter, Brown Capital Management LLC has purchased 117 new stocks and bought additional shares in 11 stocks.
Brown Capital Management LLC sold shares of 83 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

CyberArk Software: $201,319,560
Veeva Systems: $151,413,057
Tyler Technologies: $149,118,396
Guidewire Software: $144,150,662
AppFolio: $134,541,197

Largest New Holdings this Quarter

89377M109 - TransMedics Group: $31,495,315 Holding
056525108 - Badger Meter: $26,897,735 Holding
26603R106 - DUOLINGO INC: $23,658,179 Holding
75704L104 - Red Violet: $13,435,869 Holding
718172109 - Philip Morris International: $216,984 Holding

Largest Purchases this Quarter

TransMedics Group: 468,123 shares (about $31.50M)
Badger Meter: 141,381 shares (about $26.90M)
DUOLINGO INC: 76,184 shares (about $23.66M)
SPS Commerce: 168,218 shares (about $22.33M)
UFP Technologies: 76,852 shares (about $15.50M)

Largest Sales this Quarter

Guidewire Software: 264,727 shares (about $49.60M)
Alarm.com: 596,472 shares (about $33.19M)
Tyler Technologies: 49,068 shares (about $28.53M)
Enfusion: 2,004,488 shares (about $22.35M)
Paycom Software: 92,264 shares (about $20.16M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CYBR CyberArk Software	$201,319,560	$11,305,086 ▼	-5.3%	595,620	6.1%	Computer and Technology
VEEV Veeva Systems	$151,413,057	$18,681,886 ▼	-11.0%	653,685	4.6%	Medical
TYL Tyler Technologies	$149,118,396	$28,527,645 ▼	-16.1%	256,486	4.5%	Computer and Technology
GWRE Guidewire Software	$144,150,662	$49,599,251 ▼	-25.6%	769,378	4.3%	Computer and Technology
APPF AppFolio	$134,541,197	$15,437,860 ▼	-10.3%	611,829	4.1%	Computer and Technology
VCEL Vericel	$128,601,399	$15,776,918 ▼	-10.9%	2,882,147	3.9%	Medical
DDOG Datadog	$120,688,171	$13,940,394 ▼	-10.4%	1,216,492	3.6%	Computer and Technology
GKOS Glaukos	$117,374,609	$15,281,477 ▼	-11.5%	1,192,589	3.5%	Medical
MANH Manhattan Associates	$117,212,970	$81,675 ▼	-0.1%	677,375	3.5%	Computer and Technology
PAYC Paycom Software	$110,152,154	$20,157,839 ▼	-15.5%	504,175	3.3%	Computer and Technology
RGEN Repligen	$109,939,813	$11,566,752 ▼	-9.5%	864,035	3.3%	Medical
ANSS ANSYS	$106,850,713	$15,258,509 ▼	-12.5%	337,537	3.2%	Computer and Technology
ALRM Alarm.com	$99,956,193	$33,193,667 ▼	-24.9%	1,796,158	3.0%	Industrials
QTWO Q2	$99,810,155	$13,671,869 ▼	-12.0%	1,247,471	3.0%	Computer and Technology
TECH Bio-Techne	$97,819,934	$10,512,007 ▼	-9.7%	1,668,428	2.9%	Medical
XMTR Xometry	$77,585,479	$8,294,398 ▼	-9.7%	3,113,382	2.3%	Industrials
GLBE Global-E Online	$76,258,095	$10,701,952 ▲	16.3%	2,139,077	2.3%	Retail/Wholesale
CGNX Cognex	$71,375,911	$7,522,171 ▼	-9.5%	2,392,756	2.2%	Computer and Technology
CAMT Camtek	$64,589,857	$1,776,724 ▲	2.8%	1,101,652	1.9%	Computer and Technology
FLUTTER ENTMT PLC	$61,834,827	$1,651,655 ▲	2.7%	279,101	1.9%	SHS
NCNO nCino	$59,895,561	$4,632,843 ▼	-7.2%	2,180,399	1.8%	Computer and Technology
ENFN Enfusion	$57,344,918	$22,350,041 ▼	-28.0%	5,143,042	1.7%	Computer and Technology
INSP Inspire Medical Systems	$56,120,715	$7,575,357 ▲	15.6%	352,340	1.7%	Medical
CWAN Clearwater Analytics	$55,549,191	$3,691,271 ▼	-6.2%	2,072,731	1.7%	Computer and Technology
WK Workiva	$52,793,811	$5,805,825 ▼	-9.9%	695,479	1.6%	Computer and Technology
MELI MercadoLibre	$52,308,677	$889,597 ▲	1.7%	26,813	1.6%	Retail/Wholesale
AGYS Agilysys	$46,667,086	$1,768,017 ▲	3.9%	643,329	1.4%	Computer and Technology
OLO OLO	$42,318,300	$6,135,535 ▼	-12.7%	7,006,341	1.3%	Computer and Technology
ERII Energy Recovery	$41,249,661	$5,140,447 ▼	-11.1%	2,595,951	1.2%	Industrials
KIDS OrthoPediatrics	$41,145,031	$5,218,604 ▼	-11.3%	1,670,525	1.2%	Medical
SHOP Shopify	$40,416,437	$1,108,564 ▼	-2.7%	423,719	1.2%	Computer and Technology
HLIO Helios Technologies	$37,718,843	$11,402,861 ▼	-23.2%	1,175,408	1.1%	Industrials
SPSC SPS Commerce	$35,412,629	$22,327,575 ▲	170.6%	266,802	1.1%	Business Services
VICR Vicor	$34,478,872	$3,655,530 ▼	-9.6%	737,043	1.0%	Computer and Technology
ICLR ICON Public	$31,856,055	$425,926 ▲	1.4%	182,045	1.0%	Medical
TMDX TransMedics Group	$31,495,315	$31,495,315 ▲	New Holding	468,123	0.9%	Medical
UFPT UFP Technologies	$30,925,774	$15,501,817 ▲	100.5%	153,318	0.9%	Industrials
DV DoubleVerify	$29,972,144	$7,402,608 ▲	32.8%	2,241,746	0.9%	Computer and Technology
CTKB Cytek Biosciences	$29,930,508	$3,138,398 ▼	-9.5%	7,463,967	0.9%	Medical
BMI Badger Meter	$26,897,735	$26,897,735 ▲	New Holding	141,381	0.8%	Computer and Technology
MNDY monday.com	$25,177,516	$747,474 ▼	-2.9%	103,543	0.8%	Computer and Technology
CYRX Cryoport	$24,645,949	$2,463,397 ▼	-9.1%	4,053,610	0.7%	Transportation
RXST RxSight	$23,919,022	$2,653,674 ▲	12.5%	947,288	0.7%	Medical
DUOLINGO INC	$23,658,179	$23,658,179 ▲	New Holding	76,184	0.7%	CL A COM
TEAM Atlassian	$23,446,658	$644,057 ▼	-2.7%	110,488	0.7%	Computer and Technology
VERX Vertex	$23,276,223	$846,192 ▼	-3.5%	664,845	0.7%	Computer and Technology
CHKP Check Point Software Technologies	$15,329,671	$1,443,417 ▼	-8.6%	67,259	0.5%	Computer and Technology
RDVT Red Violet	$13,435,869	$13,435,869 ▲	New Holding	357,432	0.4%	Computer and Technology
PRO PROS	$11,792,415	$3,160,578 ▼	-21.1%	619,675	0.4%	Computer and Technology
TNDM Tandem Diabetes Care	$11,323,828	$977,275 ▼	-7.9%	591,014	0.3%	Medical
MSFT Microsoft	$3,856,757	$2,530,879 ▼	-39.6%	10,274	0.1%	Computer and Technology
AAPL Apple	$3,087,163	$5,909,103 ▼	-65.7%	13,898	0.1%	Computer and Technology
META Meta Platforms	$2,817,248	$503,739 ▼	-15.2%	4,888	0.1%	Computer and Technology
TSCO Tractor Supply	$2,340,924	$1,328,902 ▼	-36.2%	42,485	0.1%	Retail/Wholesale
GWW W.W. Grainger	$2,311,522		0.0%	2,340	0.1%	Industrials
GOOGL Alphabet	$2,285,888	$3,666,514 ▼	-61.6%	14,782	0.1%	Computer and Technology
AMZN Amazon.com	$1,996,588	$2,219,382 ▼	-52.6%	10,494	0.1%	Retail/Wholesale
HD Home Depot	$1,819,256	$1,406,588 ▼	-43.6%	4,964	0.1%	Retail/Wholesale
ADP Automatic Data Processing	$1,395,661	$381,912 ▼	-21.5%	4,568	0.0%	Business Services
MA Mastercard	$1,224,500	$2,184,806 ▼	-64.1%	2,234	0.0%	Business Services
ABBV AbbVie	$1,193,007	$128,645 ▼	-9.7%	5,694	0.0%	Medical
NVDA NVIDIA	$1,115,555	$57,441 ▼	-4.9%	10,293	0.0%	Computer and Technology
DKS DICK'S Sporting Goods	$1,103,541		0.0%	5,475	0.0%	Retail/Wholesale
MCD McDonald's	$1,074,240	$325,177 ▼	-23.2%	3,439	0.0%	Retail/Wholesale
TROW T. Rowe Price Group	$1,037,396	$909,145 ▼	-46.7%	11,292	0.0%	Finance
ECL Ecolab	$1,020,672	$692,363 ▼	-40.4%	4,026	0.0%	Basic Materials
WEC WEC Energy Group	$913,470	$168,265 ▼	-15.6%	8,382	0.0%	Utilities
PEP PepsiCo	$824,670	$267,193 ▼	-24.5%	5,500	0.0%	Consumer Staples
PG Procter & Gamble	$815,801	$112,136 ▼	-12.1%	4,787	0.0%	Consumer Staples
ITW Illinois Tool Works	$813,473	$17,857 ▼	-2.1%	3,280	0.0%	Industrials
ABT Abbott Laboratories	$774,809	$256,678 ▼	-24.9%	5,841	0.0%	Medical
FI Fiserv	$725,868	$644,382 ▼	-47.0%	3,287	0.0%	Business Services
JPM JPMorgan Chase & Co.	$682,915	$351,760 ▼	-34.0%	2,784	0.0%	Finance
HUBS HubSpot	$677,550	$662,696 ▼	-49.4%	1,186	0.0%	Computer and Technology
CMG Chipotle Mexican Grill	$643,240	$337,662 ▼	-34.4%	12,811	0.0%	Retail/Wholesale
UPS United Parcel Service	$627,053	$153,986 ▼	-19.7%	5,701	0.0%	Transportation
SYY Sysco	$624,858	$148,429 ▼	-19.2%	8,327	0.0%	Consumer Staples
ORCL Oracle	$560,079	$264,101 ▼	-32.0%	4,006	0.0%	Computer and Technology
PODD Insulet	$498,696	$392,076 ▼	-44.0%	1,899	0.0%	Medical
FAST Fastenal	$447,386	$463,284 ▼	-50.9%	5,769	0.0%	Retail/Wholesale
ADBE Adobe	$414,596	$317,563 ▼	-43.4%	1,081	0.0%	Computer and Technology
JNJ Johnson & Johnson	$404,152		0.0%	2,437	0.0%	Medical
PWR Quanta Services	$396,012	$12,709 ▼	-3.1%	1,558	0.0%	Construction
YORW York Water	$390,150		0.0%	11,250	0.0%	Utilities
SBUX Starbucks	$386,671	$334,585 ▼	-46.4%	3,942	0.0%	Retail/Wholesale
ADSK Autodesk	$375,159	$252,375 ▼	-40.2%	1,433	0.0%	Computer and Technology
FICO Fair Isaac	$337,481		0.0%	183	0.0%	Computer and Technology
CRM Salesforce	$335,182	$493,246 ▼	-59.5%	1,249	0.0%	Computer and Technology
PAYX Paychex	$313,188	$84,237 ▼	-21.2%	2,030	0.0%	Business Services
DRI Darden Restaurants	$312,887	$162,469 ▼	-34.2%	1,506	0.0%	Retail/Wholesale
TGT Target	$296,800		0.0%	2,844	0.0%	Retail/Wholesale
BR Broadridge Financial Solutions	$283,436	$627,730 ▼	-68.9%	1,169	0.0%	Business Services
SCHW Charles Schwab	$276,094	$27,555 ▼	-9.1%	3,527	0.0%	Finance
EW Edwards Lifesciences	$254,260	$289,413 ▼	-53.2%	3,508	0.0%	Medical
MTB M&T Bank	$253,825	$55,770 ▼	-18.0%	1,420	0.0%	Finance
TJX TJX Companies	$252,370	$28,745 ▼	-10.2%	2,072	0.0%	Retail/Wholesale
SNA Snap-on	$250,061	$127,053 ▼	-33.7%	742	0.0%	Consumer Discretionary
MS Morgan Stanley	$241,390	$130,787 ▼	-35.1%	2,069	0.0%	Finance
APD Air Products and Chemicals	$237,116	$156,898 ▼	-39.8%	804	0.0%	Basic Materials
HRB H&R Block	$230,018	$117,837 ▼	-33.9%	4,189	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Brown Capital Management LLC Top Holdings and 13F Report (2025)

About Brown Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Terms & Info

Brown Capital Management LLC Top Holdings and 13F Report (2025)

About Brown Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrown Capital Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools