BROWN CAPITAL MANAGEMENT LLC
BALTIMORE MD · SEC CIK 0000885062
$7.04亿2026Q1 申报市值
56持仓数
46.7%前十大占比 · 第一大 13.4%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CLBT 新建仓+$3,723.88万
TEAM 加仓+$374.17万
ICLR 加仓+$369.38万
KRYS 新建仓+$238.87万
XPEL 新建仓+$228.45万
2026Q1 卖出最多 按季末市值估算
CAMT 减仓-$6,897.57万
CYBERARK SOFTWAR 清仓-$6,804.15万
GLBE 减仓-$3,103.42万
CLEARWATER ANALY 减仓-$1,681.04万
RGEN 减仓-$1,225.05万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -152,539 | -100.0% | -$6,804.15万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -71,052 | -100.0% | -$1,048.44万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -438 | -100.0% | -$21.18万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOGL | ALPHABET INC | $21.39万 | 0.03% | 744 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $24.16万 | 0.03% | 952 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $149.78万 | 0.21% | 15,956 | 15,956 | — | $149.78万 | 新建仓 |
| RXST | RXSIGHT INC | $153.32万 | 0.22% | 248,896 | -108,817 | -30.4% | -$67.03万 | 减仓 |
| SITM | SITIME CORP | $154.68万 | 0.22% | 4,479 | 4,479 | — | $154.68万 | 新建仓 |
| AVPT | AVEPOINT INC | $225.65万 | 0.32% | 237,280 | -42,943 | -15.3% | -$40.84万 | 减仓 |
| XPEL | XPEL INC | $228.45万 | 0.32% | 51,616 | 51,616 | — | $228.45万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $238.87万 | 0.34% | 9,247 | 9,247 | — | $238.87万 | 新建仓 |
| INTA | INTAPP INC | $291.37万 | 0.41% | 113,419 | -35,237 | -23.7% | -$90.52万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $341.24万 | 0.48% | 104,322 | -20,815 | -16.6% | -$68.09万 | 减仓 |
| VCYT | VERACYTE INC | $347.29万 | 0.49% | 107,819 | -6,338 | -5.6% | -$20.41万 | 减仓 |
| DUOL | DUOLINGO INC | $347.94万 | 0.49% | 35,299 | -14,577 | -29.2% | -$143.69万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $377.68万 | 0.54% | 93,693 | -44,498 | -32.2% | -$179.37万 | 减仓 |
| SPSC | SPS COMM INC | $402.84万 | 0.57% | 72,362 | -29,198 | -28.7% | -$162.55万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $425.25万 | 0.60% | 74,228 | -22,914 | -23.6% | -$131.27万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $435.17万 | 0.62% | 84,368 | -35,567 | -29.7% | -$183.45万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $460.73万 | 0.65% | 32,253 | -15,586 | -32.6% | -$222.65万 | 减仓 |
| RDVT | RED VIOLET INC | $469.18万 | 0.67% | 135,602 | -39,850 | -22.7% | -$137.88万 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP | $492.84万 | 0.70% | 310,548 | -203,549 | -39.6% | -$323.03万 | 减仓 |
| VERX | VERTEX INC | $516.71万 | 0.73% | 434,579 | -175,753 | -28.8% | -$208.97万 | 减仓 |
| ERII | ENERGY RECOVERY INC | $541.83万 | 0.77% | 538,063 | -226,730 | -29.6% | -$228.32万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $554.19万 | 0.79% | 361,268 | -108,270 | -23.1% | -$166.09万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $555.35万 | 0.79% | 584,579 | -230,867 | -28.3% | -$219.32万 | 减仓 |
| CYRX | CRYOPORT INC | $646.31万 | 0.92% | 780,564 | -332,207 | -29.9% | -$275.07万 | 减仓 |
| CTKB | CYTEK BIOSCIENCES INC | $646.98万 | 0.92% | 1,480,506 | -592,409 | -28.6% | -$258.88万 | 减仓 |
| NCNO | NCINO INC | $793.62万 | 1.13% | 529,786 | -209,773 | -28.4% | -$314.24万 | 减仓 |
| AXGN | AXOGEN INC | $859.89万 | 1.22% | 259,549 | -89,660 | -25.7% | -$297.04万 | 减仓 |
| WK | WORKIVA INC | $888.47万 | 1.26% | 148,997 | -59,497 | -28.5% | -$354.78万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $892.97万 | 1.27% | 130,838 | 54,823 | 72.1% | $374.17万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $973.76万 | 1.38% | 97,954 | -47,964 | -32.9% | -$476.81万 | 减仓 |
| AGYS | AGILYSYS INC | $1,091.23万 | 1.55% | 153,392 | -61,594 | -28.7% | -$438.18万 | 减仓 |
| BMI | BADGER METER INC | $1,098.73万 | 1.56% | 72,119 | -29,400 | -29.0% | -$447.91万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $1,134.43万 | 1.61% | 111,273 | -21,062 | -15.9% | -$214.73万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $1,138.50万 | 1.62% | 58,807 | -24,865 | -29.7% | -$481.39万 | 减仓 |
| QTWO | Q2 HLDGS INC | $1,195.27万 | 1.70% | 252,699 | -102,708 | -28.9% | -$485.81万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,269.92万 | 1.80% | 104,486 | -41,462 | -28.4% | -$503.93万 | 减仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $1,313.78万 | 1.87% | 555,511 | -710,799 | -56.1% | -$1,681.04万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $1,551.29万 | 2.20% | 359,177 | -145,551 | -28.8% | -$628.63万 | 减仓 |
| TECH | BIO-TECHNE CORP | $1,617.77万 | 2.30% | 309,561 | -126,080 | -28.9% | -$658.89万 | 减仓 |
| APPF | APPFOLIO INC | $1,706.57万 | 2.42% | 108,134 | -43,989 | -28.9% | -$694.23万 | 减仓 |
| XMTR | XOMETRY INC | $1,719.76万 | 2.44% | 421,097 | -277,569 | -39.7% | -$1,133.59万 | 减仓 |
| ICLR | ICON PLC | $1,748.63万 | 2.48% | 158,018 | 33,380 | 26.8% | $369.38万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1,783.95万 | 2.53% | 134,011 | -53,539 | -28.5% | -$712.71万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,812.08万 | 2.57% | 52,926 | -21,141 | -28.5% | -$723.83万 | 减仓 |
| VCEL | VERICEL CORP | $1,906.05万 | 2.71% | 592,494 | -239,258 | -28.8% | -$769.69万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,958.56万 | 2.78% | 130,955 | -52,669 | -28.7% | -$787.72万 | 减仓 |
| RGEN | REPLIGEN CORP | $2,002.89万 | 2.85% | 169,996 | -103,976 | -38.0% | -$1,225.05万 | 减仓 |
| VEEV | VEEVA SYS INC | $2,018.95万 | 2.87% | 114,935 | -45,252 | -28.2% | -$794.90万 | 减仓 |
| CGNX | COGNEX CORP | $2,031.31万 | 2.89% | 414,638 | -223,381 | -35.0% | -$1,094.34万 | 减仓 |
| DDOG | DATADOG INC | $2,083.70万 | 2.96% | 176,510 | -67,802 | -27.8% | -$800.40万 | 减仓 |
| SHOP | SHOPIFY INC | $2,392.84万 | 3.40% | 201,723 | -46,378 | -18.7% | -$550.14万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2,447.60万 | 3.48% | 14,156 | -3,020 | -17.6% | -$522.16万 | 减仓 |
| GKOS | GLAUKOS CORP | $2,476.48万 | 3.52% | 230,028 | -96,551 | -29.6% | -$1,039.47万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $3,723.88万 | 5.29% | 2,702,379 | 2,702,379 | — | $3,723.88万 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $4,315.56万 | 6.13% | 1,398,886 | -1,005,970 | -41.8% | -$3,103.42万 | 减仓 |
| CAMT | CAMTEK LTD | $9,401.31万 | 13.35% | 620,098 | -454,955 | -42.3% | -$6,897.57万 | 减仓 |