Brown Capital Management LLC 13F 持仓 · 2026年Q2
Brown Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 5.00 亿美元。前几大持仓：CAMT（5.84%）、CGNX（5.10%）、DDOG（5.09%）。本季前 25 大持仓中：增持 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CAMT | CAMTEK LTD | $29.2M | 5.84% | 178,944 | 减持 |
| 2 | CGNX | COGNEX CORP | $25.5M | 5.10% | 351,942 | 减持 |
| 3 | DDOG | DATADOG INC | $25.5M | 5.09% | 97,832 | 减持 |
| 4 | XMTR | XOMETRY INC | $25.0M | 5.00% | 259,008 | 减持 |
| 5 | GLBE | GLOBAL E ONLINE LTD | $23.8M | 4.76% | 685,480 | 减持 |
| 6 | GKOS | GLAUKOS CORP | $23.5M | 4.69% | 167,920 | 减持 |
| 7 | VCEL | VERICEL CORP | $22.4M | 4.48% | 504,049 | 减持 |
| 8 | RGEN | REPLIGEN CORP | $19.2M | 3.84% | 140,899 | 减持 |
| 9 | VEEV | VEEVA SYS INC | $17.7M | 3.53% | 99,469 | 减持 |
| 10 | CLBT | CELLEBRITE DI LTD | $16.6M | 3.33% | 1.1M | 减持 |
| 11 | GWRE | GUIDEWIRE SOFTWARE INC | $16.4M | 3.29% | 133,623 | 增持 |
| 12 | MANH | MANHATTAN ASSOCIATES INC | $16.2M | 3.23% | 116,118 | 减持 |
| 13 | APPF | APPFOLIO INC | $16.0M | 3.19% | 99,549 | 减持 |
| 14 | TECH | BIO-TECHNE CORP | $14.0M | 2.79% | 197,665 | 减持 |
| 15 | AGYS | AGILYSYS INC | $13.8M | 2.76% | 132,299 | 减持 |
| 16 | UFPT | UFP TECHNOLOGIES INC | $13.4M | 2.69% | 50,689 | 减持 |
| 17 | TYL | TYLER TECHNOLOGIES INC | $11.1M | 2.22% | 38,028 | 减持 |
| 18 | CYRX | CRYOPORT INC | $10.5M | 2.10% | 670,057 | 减持 |
| 19 | QTWO | Q2 HLDGS INC | $10.5M | 2.10% | 218,489 | 减持 |
| 20 | AXGN | AXOGEN INC | $10.4M | 2.08% | 225,207 | 减持 |
| 21 | BMI | BADGER METER INC | $9.2M | 1.85% | 62,218 | 减持 |
| 22 | RDVT | RED VIOLET INC | $7.4M | 1.49% | 116,602 | 减持 |
| 23 | CORT | CORCEPT THERAPEUTICS INC | $7.3M | 1.46% | 84,041 | 减持 |
| 24 | PDFS | PDF SOLUTIONS INC | $7.2M | 1.45% | 102,231 | 减持 |
| 25 | LOAR | LOAR HOLDINGS INC | $6.8M | 1.37% | 84,816 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR