BROWN CAPITAL MANAGEMENT LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$7.0B
Holdings
126
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MANHMANHATTAN ASSOCIATES INC | 1,774,302 | $354.6B | 5031.11% | |
| 2 | APPFAPPFOLIO INC | 1,993,975 | $343.2B | 4869.32% | |
| 3 | DDOGDATADOG INC | 3,428,144 | $337.3B | 4784.46% | |
| 4 | AKXANSYS INC | 985,625 | $325.5B | 4617.93% | |
| 5 | TYLTYLER TECHNOLOGIES INC | 780,962 | $325.2B | 4614.03% | |
| 6 | PAYCPAYCOM SOFTWARE INC | 1,008,295 | $323.9B | 4594.99% | |
| 7 | VEEVVEEVA SYS INC | 1,603,364 | $317.0B | 4497.50% | |
| 8 | CGNXCOGNEX CORP | 5,171,383 | $289.7B | 4109.76% | |
| 9 | VCELVERICEL CORP | 6,920,721 | $260.0B | 3688.58% | |
| 10 | TECHBIO-TECHNE CORP | 3,160,892 | $258.0B | 3660.38% | |
| 11 | ALRMALARM COM HLDGS INC | 4,911,496 | $253.8B | 3600.83% | |
| 12 | —ABCAM PLC | 9,955,641 | $243.6B | 3455.97% | |
| 13 | SMARGBPSMARTSHEET INC | 6,364,160 | $243.5B | 3454.24% | |
| 14 | GWREGUIDEWIRE SOFTWARE INC | 2,938,510 | $223.6B | 3171.50% | |
| 15 | RGENREPLIGEN CORP | 1,445,213 | $204.4B | 2900.23% | |
| 16 | HLIOHELIOS TECHNOLOGIES INC | 2,918,177 | $192.9B | 2735.99% | |
| 17 | GKOSGLAUKOS CORP | 2,637,094 | $187.8B | 2664.00% | |
| 18 | TXG10X GENOMICS INC | 3,077,581 | $171.9B | 2437.93% | |
| 19 | CYBRCYBERARK SOFTWARE LTD | 1,043,586 | $163.1B | 2314.39% | |
| 20 | KIDSORTHOPEDIATRICS CORP | 3,507,638 | $153.8B | 2181.98% | |
| 21 | XMTRXOMETRY INC | 6,347,237 | $134.4B | 1907.12% | |
| 22 | CYRXCRYOPORT INC | 7,703,852 | $132.9B | 1885.23% | |
| 23 | NCNONCINO INC | 4,053,750 | $122.1B | 1732.12% | |
| 24 | VICRVICOR CORP | 2,062,437 | $111.4B | 1579.94% | |
| 25 | ENFNENFUSION INC | 9,623,950 | $108.0B | 1531.84% | |
| 26 | OLOGBXOLO INC | 16,227,945 | $104.8B | 1487.18% | |
| 27 | WKWORKIVA INC | 992,081 | $100.9B | 1430.75% | |
| 28 | QTWOQ2 HLDGS INC | 3,211,530 | $99.2B | 1407.79% | |
| 29 | NEOGNEOGEN CORP | 4,328,506 | $94.1B | 1335.56% | |
| 30 | CTKBCYTEK BIOSCIENCES INC | 10,731,683 | $91.6B | 1300.15% | |
| 31 | PROPROS HOLDINGS INC | 2,921,517 | $90.0B | 1276.52% | |
| 32 | ICLRICON PLC | 238,793 | $59.7B | 847.57% | |
| 33 | ERIIENERGY RECOVERY INC | 1,884,058 | $52.7B | 747.04% | |
| 34 | SHOPSHOPIFY INC | 644,682 | $41.6B | 590.81% | |
| 35 | IRWDIRONWOOD PHARMACEUTICALS INC | 3,751,598 | $39.9B | 566.27% | |
| 36 | TNDMTANDEM DIABETES CARE INC | 1,591,729 | $39.1B | 554.13% | |
| 37 | MLB1MERCADOLIBRE INC | 31,545 | $37.4B | 530.11% | |
| 38 | AYXEURALTERYX INC | 746,527 | $33.9B | 480.80% | |
| 39 | CWANCLEARWATER ANALYTICS HLDGS I | 1,998,174 | $31.7B | 449.86% | |
| 40 | BCPCBALCHEM CORP | 231,600 | $31.2B | 442.92% | |
| 41 | NARIUSDINARI MED INC | 503,472 | $29.3B | 415.26% | |
| 42 | QDELQUIDELORTHO CORP | 310,100 | $25.7B | 364.51% | |
| 43 | INGNINOGEN INC | 2,207,535 | $25.5B | 361.71% | |
| 44 | TEAMATLASSIAN CORPORATION | 121,489 | $20.4B | 289.22% | |
| 45 | PRLBPROTO LABS INC | 467,368 | $16.3B | 231.79% | |
| 46 | CHKPCHECK POINT SOFTWARE TECH LT | 112,205 | $14.1B | 199.96% | |
| 47 | AAPLAPPLE INC | 59,917 | $11.6B | 164.87% | |
| 48 | AFWALIGN TECHNOLOGY INC | 29,787 | $10.5B | 149.44% | |
| 49 | MSFTMICROSOFT CORP | 26,367 | $9.0B | 127.38% | |
| 50 | MBLYMOBILEYE GLOBAL INC | 201,667 | $7.7B | 109.92% | |
| 51 | GOOGLALPHABET INC | 55,414 | $6.6B | 94.10% | |
| 52 | —SHOCKWAVE MED INC | 22,230 | $6.3B | 90.01% | |
| 53 | HUBSHUBSPOT INC | 11,664 | $6.2B | 88.04% | |
| 54 | PODDINSULET CORP | 16,954 | $4.9B | 69.35% | |
| 55 | CRLCHARLES RIV LABS INTL INC | 22,190 | $4.7B | 66.19% | |
| 56 | DC4DEXCOM INC | 35,537 | $4.6B | 64.79% | |
| 57 | BRBROADRIDGE FINL SOLUTIONS IN | 27,417 | $4.5B | 64.42% | |
| 58 | BSYBENTLEY SYS INC | 81,355 | $4.4B | 62.59% | |
| 59 | FLT1EURFLEETCOR TECHNOLOGIES INC | 16,801 | $4.2B | 59.84% | |
| 60 | ADSKAUTODESK INC | 20,034 | $4.1B | 58.15% | |
| 61 | AMZNAMAZON COM INC | 31,166 | $4.1B | 57.64% | |
| 62 | TSCOTRACTOR SUPPLY CO | 17,849 | $3.9B | 55.98% | |
| 63 | CMGCHIPOTLE MEXICAN GRILL INC | 1,834 | $3.9B | 55.65% | |
| 64 | MAMASTERCARD INCORPORATED | 9,526 | $3.7B | 53.15% | |
| 65 | EFXEQUIFAX INC | 15,581 | $3.7B | 52.01% | |
| 66 | EWEDWARDS LIFESCIENCES CORP | 38,686 | $3.6B | 51.77% | |
| 67 | 3M4MASIMO CORP | 22,123 | $3.6B | 51.64% | |
| 68 | TROWPRICE T ROWE GROUP INC | 31,224 | $3.5B | 49.62% | |
| 69 | OMCLOMNICELL COM | 47,222 | $3.5B | 49.35% | |
| 70 | METAMETA PLATFORMS INC | 11,658 | $3.3B | 47.46% | |
| 71 | BFAMBRIGHT HORIZONS FAM SOL IN D | 34,843 | $3.2B | 45.70% | |
| 72 | HDHOME DEPOT INC | 9,458 | $2.9B | 41.68% | |
| 73 | ENQENTEGRIS INC | 24,895 | $2.8B | 39.14% | |
| 74 | SITESITEONE LANDSCAPE SUPPLY INC | 16,462 | $2.8B | 39.08% | |
| 75 | SSDSIMPSON MFG INC | 19,624 | $2.7B | 38.56% | |
| 76 | FIVNFIVE9 INC | 31,052 | $2.6B | 36.32% | |
| 77 | JKHYHENRY JACK & ASSOC INC | 15,230 | $2.5B | 36.15% | |
| 78 | RBCRBC BEARINGS INC | 9,576 | $2.1B | 29.54% | |
| 79 | GWWGRAINGER W W INC | 2,500 | $2.0B | 27.97% | |
| 80 | MKTXMARKETAXESS HLDGS INC | 7,491 | $2.0B | 27.78% | |
| 81 | ULTAULTA BEAUTY INC | 4,043 | $1.9B | 26.99% | |
| 82 | ECLECOLAB INC | 9,684 | $1.8B | 25.65% | |
| 83 | FASTFASTENAL CO | 29,794 | $1.8B | 24.93% | |
| 84 | MCDMCDONALDS CORP | 5,471 | $1.6B | 23.16% | |
| 85 | ORLYOREILLY AUTOMOTIVE INC | 1,691 | $1.6B | 22.92% | |
| 86 | ADBEADOBE SYSTEMS INCORPORATED | 3,244 | $1.6B | 22.50% | |
| 87 | ADPAUTOMATIC DATA PROCESSING IN | 5,688 | $1.3B | 17.74% | |
| 88 | PEPPEPSICO INC | 6,470 | $1.2B | 17.00% | |
| 89 | FISVFISERV INC | 9,060 | $1.1B | 16.21% | |
| 90 | UPSUNITED PARCEL SERVICE INC | 5,972 | $1.1B | 15.19% | |
| 91 | ABTABBOTT LABS | 9,550 | $1.0B | 14.77% | |
| 92 | EXPEEXPEDIA GROUP INC | 9,411 | $1.0B | 14.60% | |
| 93 | ORCLORACLE CORP | 8,540 | $1.0B | 14.43% | |
| 94 | CRMSALESFORCE INC | 4,795 | $1.0B | 14.37% | |
| 95 | ENVUSDENVESTNET INC | 16,341 | $969.8M | 13.76% | |
| 96 | SBUXSTARBUCKS CORP | 9,190 | $910.4M | 12.91% | |
| 97 | WECWEC ENERGY GROUP INC | 10,189 | $899.1M | 12.75% | |
| 98 | VVISA INC | 3,667 | $870.8M | 12.35% | |
| 99 | JPMJPMORGAN CHASE & CO | 5,926 | $861.9M | 12.23% | |
| 100 | SCHWSCHWAB CHARLES CORP | 15,116 | $856.8M | 12.15% |
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