Brown Capital Management LLC
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.1ptsvs SPY
Invested
$1.4B
Holdings
56
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CAMT
CAMTEK LTD
Q1 2026: New position (21 shares)
7.8%
02
$GKOS
GLAUKOS CORP
Q4 2025: Exited (was 762.8k shares)
4.1%
03
$MELI
MERCADOLIBRE INC
Q4 2025: Sold 99.9% (23.1k → 15 shares)
4.1%
04
$SHOP
SHOPIFY INC
Q1 2026: Increased +51.6% (2.8k → 4.3k shares)
4.0%
05
$GLBE
GLOBAL E ONLINE LTD
Q4 2025: Exited (was 2.39M shares)
3.6%
06
$DDOG
DATADOG INC
Q1 2026: Sold 32.6% (674.7k → 454.8k shares)
3.5%
07
$CGNX
COGNEX CORP
Q1 2026: Increased +105.8% (103 → 212 shares)
3.4%
08
$VEEV
VEEVA SYS INC
Q1 2026: Sold 71.8% (2.1k → 584 shares)
3.4%
09
$RGEN
REPLIGEN CORP
Q4 2025: Exited (was 668.9k shares)
3.3%
10
$GWRE
GUIDEWIRE SOFTWARE INC
Q4 2025: Sold 99.2% (414.3k → 3.3k shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:16 UTC.