Brown Capital Management LLC holds a diversified book of 54 stocks worth $500.2M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Warby Parker Inc-Class A and trimmed Camtek Ltd. Their largest long position is Camtek Ltd at 6% of the equity book. Cloning the disclosed picks since 2024 would be -12% (-7.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/885062/holdings"
Use Arkolith to show BROWN CAPITAL MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned -3.6%, a 8.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Brown Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Brown Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 78 / 54 | $1.3T |
| BlackRock, Inc. | 78 / 54 | $980.1B |
| GEODE CAPITAL MANAGEMENT, LLC | 78 / 54 | $307.8B |
| MORGAN STANLEY | 78 / 54 | $223.4B |
| JPMORGAN CHASE & CO | 78 / 54 | $201.6B |
| BANK OF AMERICA CORP /DE/ | 78 / 54 | $120.7B |
| GOLDMAN SACHS GROUP INC | 78 / 54 | $99.5B |
| Bank of New York Mellon Corp | 78 / 54 | $84.1B |
Ranked by how many of Brown Capital Management LLC's top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Camtek Ltd ORD | $29.2M | 178.9K | 5.8% | ▼−71% Reduced · −441K sh | |
| 2 | Cognex Corp COM | $25.5M | 351.9K | 5.1% | ▼−15% Reduced · −63K sh | |
| 3 | Datadog Inc CL A COM | $25.5M | 97.8K | 5.1% | ▼−45% Reduced · −79K sh | |
| 4 | Xometry Inc CLASS A COM | $25.0M | 259.0K | 5.0% | ▼−38% Reduced · −162K sh | |
| 5 | Global E Online Ltd SHS | $23.8M | 685.5K | 4.8% | ▼−51% Reduced · −713K sh | |
| 6 | Glaukos Corp COM | $23.5M | 167.9K | 4.7% | ▼−27% Reduced · −62K sh | |
| 7 | Vericel Corp COM | $22.4M | 504.0K | 4.5% | ▼−15% Reduced · −88K sh | |
| 8 | Repligen Corp COM | $19.2M | 140.9K | 3.8% | ▼−17% Reduced · −29K sh | |
| 9 | Veeva Sys Inc CL A COM | $17.7M | 99.5K | 3.5% | ▼−13% Reduced · −15K sh | |
| 10 | Cellebrite Di Ltd ORDINARY SHARES | $16.6M | 1.14M | 3.3% | ▼−58% Reduced · −1.6M sh | |
| 11 | Guidewire Software Inc COM | $16.4M | 133.6K | 3.3% | ▲+2.0% Added · +3K sh | |
| 12 | Manhattan Associates Inc COM | $16.2M | 116.1K | 3.2% | ▼−13% Reduced · −18K sh | |
| 13 | Appfolio Inc COM CL A | $16.0M | 99.5K | 3.2% | ▼−7.9% Reduced · −9K sh | |
| 14 | Bio-Techne Corp COM | $14.0M | 197.7K | 2.8% | ▼−36% Reduced · −112K sh | |
| 15 | Agilysys Inc COM | $13.8M | 132.3K | 2.8% | ▼−14% Reduced · −21K sh | |
| 16 | Ufp Technologies Inc COM | $13.4M | 50.7K | 2.7% | ▼−14% Reduced · −8K sh | |
| 17 | Tyler Technologies Inc COM | $11.1M | 38.0K | 2.2% | ▼−28% Reduced · −15K sh | |
| 18 | Cryoport Inc COM PAR $0.001 | $10.5M | 670.1K | 2.1% | ▼−14% Reduced · −111K sh | |
| 19 | Q2 Hldgs Inc COM | $10.5M | 218.5K | 2.1% | ▼−14% Reduced · −34K sh | |
| 20 | Axogen Inc COM | $10.4M | 225.2K | 2.1% | ▼−13% Reduced · −34K sh | |
| 21 | Badger Meter Inc COM | $9.2M | 62.2K | 1.8% | ▼−14% Reduced · −10K sh | |
| 22 | Red Violet Inc COM | $7.4M | 116.6K | 1.5% | ▼−14% Reduced · −19K sh | |
| 23 | Corcept Therapeutics Inc COM | $7.3M | 84.0K | 1.5% | ▼−10% Reduced · −10K sh | |
| 24 | PDF Solutions Inc COM | $7.2M | 102.2K | 1.4% | ▼−2.0% Reduced · −2K sh | |
| 25 | Loar Holdings Inc COM SHS | $6.8M | 84.8K | 1.4% | ▲+14% Added · +11K sh | |
| 26 | Paycom Software Inc COM | $6.8M | 53.8K | 1.4% | ▼−48% Reduced · −51K sh | |
| 27 | Workiva Inc COM CL A | $6.2M | 128.5K | 1.2% | ▼−14% Reduced · −21K sh | |
| 28 | Ncino Inc COM | $6.1M | 370.4K | 1.2% | ▼−30% Reduced · −159K sh | |
| 29 | Transmedics Group Inc COM | $6.0M | 89.8K | 1.2% | ▼−8.3% Reduced · −8K sh | |
| 30 | Mamas Creations Inc COM | $5.9M | 328.4K | 1.2% | ▼−9.1% Reduced · −33K sh | |
| 31 | Veracyte Inc COM | $5.6M | 96.0K | 1.1% | ▼−11% Reduced · −12K sh | |
| 32 | Alarm Com Hldgs Inc COM | $5.6M | 120.6K | 1.1% | ▼−66% Reduced · −239K sh | |
| 33 | Vertex Inc CL A | $4.3M | 373.8K | 0.9% | ▼−14% Reduced · −61K sh | |
| 34 | Credo Technology Group Holdi ORDINARY SHARES | $4.3M | 15.7K | 0.9% | ▼−1.6% Reduced · −253 sh | |
| 35 | Warby Parker Inc CL A COM | $4.2M | 139.6K | 0.8% | ▲New New position | |
| 36 | Park Aerospace Corp COM | $4.2M | 108.9K | 0.8% | ▲New New position | |
| 37 | Krystal Biotech Inc COM | $4.1M | 11.0K | 0.8% | ▲+19% Added · +2K sh | |
| 38 | Xpel Inc COM | $3.9M | 79.1K | 0.8% | ▲+53% Added · +27K sh | |
| 39 | Duolingo Inc CL A COM | $3.5M | 30.3K | 0.7% | ▼−14% Reduced · −5K sh | |
| 40 | Sitime Corp COM | $3.4M | 4.6K | 0.7% | ▲+3.0% Added · +135 sh | |
| 41 | Karman Hldgs Inc COMMON STOCK | $3.1M | 62.7K | 0.6% | ▲New New position | |
| 42 | Orthopediatrics Corp COM | $2.9M | 153.3K | 0.6% | ▼−51% Reduced · −157K sh | |
| 43 | American Superconductor Corp SHS NEW | $2.8M | 68.2K | 0.6% | ▲New New position | |
| 44 | Figure Technology Solutio COM CL A | $2.8M | 91.3K | 0.6% | ▲New New position | |
| 45 | Energy Recovery Inc COM | $2.6M | 282.9K | 0.5% | ▼−47% Reduced · −255K sh | |
| 46 | Intapp Inc COM | $2.5M | 98.6K | 0.5% | ▼−13% Reduced · −15K sh | |
| 47 | Heartflow Inc COM | $2.4M | 82.1K | 0.5% | ▲New New position | |
| 48 | Avepoint Inc COM CL A | $2.3M | 206.3K | 0.5% | ▼−13% Reduced · −31K sh | |
| 49 | SPS Comm Inc COM | $2.2M | 38.2K | 0.4% | ▼−47% Reduced · −34K sh | |
| 50 | Inspire Med Sys Inc COM | $2.0M | 44.0K | 0.4% | ▼−48% Reduced · −40K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 54 | $500.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 56 | $704.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 55 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 54 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 83 | $3.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 105 | $3.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 118 | $4.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 133 | $4.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.