BROWN CAPITAL MANAGEMENT LLC — 13F holdings

BROWN CAPITAL MANAGEMENT LLC reported 54 holdings worth $500M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. CAMT CAMTEK LTD — $29.2M (5.8%)
  2. CGNX COGNEX CORP — $25.5M (5.1%)
  3. DDOG DATADOG INC — $25.5M (5.1%)
  4. XMTR XOMETRY INC — $25.0M (5.0%)
  5. GLBE GLOBAL E ONLINE LTD — $23.8M (4.8%)
  6. GKOS GLAUKOS CORP — $23.5M (4.7%)
  7. VCEL Vericel Corp — $22.4M (4.5%)
  8. RGEN REPLIGEN CORP — $19.2M (3.8%)
  9. VEEV VEEVA SYS INC — $17.7M (3.5%)
  10. CLBT CELLEBRITE DI LTD — $16.6M (3.3%)