Brown Capital Management LLC Portfolio Holdings by Sector
Brown Capital Management LLC
- $2.32 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
DDOG GWRE APPF MANH TYL PAYC ALRM QTWO 20 stocks |
$1.02 Million
44.0% of portfolio
|
3
|
17
|
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CYBR SPSC CHKP MSFT 4 stocks |
$233,374
10.07% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
GKOS TMDX UFPT INSP KIDS CTKB AXGN RXST 9 stocks |
$211,683
9.14% of portfolio
|
1
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
GLBE MELI AMZN 3 stocks |
$139,861
6.04% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VCEL TECH CORT 3 stocks |
$138,975
6.0% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$108,438
4.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX BMI 2 stocks |
$102,864
4.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
CAMT 1 stocks |
$101,950
4.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RGEN 1 stocks |
$89,406
3.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XMTR 1 stocks |
$87,788
3.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ICLR 1 stocks |
$29,809
1.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CYRX 1 stocks |
$24,855
1.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ERII 1 stocks |
$24,717
1.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MMMB 1 stocks |
$2,671
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$686
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$464
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|