BROWN CAPITAL MANAGEMENT LLC
BALTIMORE MD · SEC CIK 0000885062
$5.00亿2026Q2 申报市值
54持仓数
45.7%前十大占比 · 第一大 5.8%
6 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WRBY 新建仓+$423.51万
PKE 新建仓+$415.49万
KRMN 新建仓+$312.89万
AMSC 新建仓+$282.92万
FIGR 新建仓+$280.52万
2026Q2 卖出最多 按季末市值估算
CAMT 减仓-$7,196.10万
GLBE 减仓-$2,477.66万
MELI 清仓-$2,447.60万
SHOP 清仓-$2,392.84万
CLBT 减仓-$2,280.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CAMT | CAMTEK LTD | $2,918.93万 | 5.84% | 178,944 | -441,154 | -71.1% | -$7,196.10万 | 减仓 |
| CGNX | COGNEX CORP | $2,548.76万 | 5.10% | 351,942 | -62,696 | -15.1% | -$454.04万 | 减仓 |
| DDOG | DATADOG INC | $2,547.15万 | 5.09% | 97,832 | -78,678 | -44.6% | -$2,048.46万 | 减仓 |
| XMTR | XOMETRY INC | $2,499.95万 | 5.00% | 259,008 | -162,089 | -38.5% | -$1,564.48万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $2,380.67万 | 4.76% | 685,480 | -713,406 | -51.0% | -$2,477.66万 | 减仓 |
| GKOS | GLAUKOS CORP | $2,346.85万 | 4.69% | 167,920 | -62,108 | -27.0% | -$868.02万 | 减仓 |
| VCEL | VERICEL CORP | $2,242.51万 | 4.48% | 504,049 | -88,445 | -14.9% | -$393.49万 | 减仓 |
| RGEN | REPLIGEN CORP | $1,922.43万 | 3.84% | 140,899 | -29,097 | -17.1% | -$397.00万 | 减仓 |
| VEEV | VEEVA SYS INC | $1,765.28万 | 3.53% | 99,469 | -15,466 | -13.5% | -$274.48万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $1,664.78万 | 3.33% | 1,140,261 | -1,562,118 | -57.8% | -$2,280.69万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,644.23万 | 3.29% | 133,623 | 2,668 | 2.0% | $32.83万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1,616.94万 | 3.23% | 116,118 | -17,893 | -13.4% | -$249.16万 | 减仓 |
| APPF | APPFOLIO INC | $1,596.27万 | 3.19% | 99,549 | -8,585 | -7.9% | -$137.66万 | 减仓 |
| TECH | BIO-TECHNE CORP | $1,396.50万 | 2.79% | 197,665 | -111,896 | -36.1% | -$790.55万 | 减仓 |
| AGYS | AGILYSYS INC | $1,382.52万 | 2.76% | 132,299 | -21,093 | -13.8% | -$220.42万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $1,343.92万 | 2.69% | 50,689 | -8,118 | -13.8% | -$215.23万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,112.17万 | 2.22% | 38,028 | -14,898 | -28.1% | -$435.71万 | 减仓 |
| CYRX | CRYOPORT INC | $1,051.99万 | 2.10% | 670,057 | -110,507 | -14.2% | -$173.50万 | 减仓 |
| QTWO | Q2 HLDGS INC | $1,050.93万 | 2.10% | 218,489 | -34,210 | -13.5% | -$164.55万 | 减仓 |
| AXGN | AXOGEN INC | $1,040.23万 | 2.08% | 225,207 | -34,342 | -13.2% | -$158.63万 | 减仓 |
| BMI | BADGER METER INC | $923.19万 | 1.85% | 62,218 | -9,901 | -13.7% | -$146.91万 | 减仓 |
| RDVT | RED VIOLET INC | $742.99万 | 1.49% | 116,602 | -19,000 | -14.0% | -$121.07万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $730.74万 | 1.46% | 84,041 | -9,652 | -10.3% | -$83.92万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $723.69万 | 1.45% | 102,231 | -2,091 | -2.0% | -$14.80万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $683.70万 | 1.37% | 84,816 | 10,588 | 14.3% | $85.35万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $676.45万 | 1.35% | 53,823 | -50,663 | -48.5% | -$636.73万 | 减仓 |
| WK | WORKIVA INC | $623.34万 | 1.25% | 128,497 | -20,500 | -13.8% | -$99.45万 | 减仓 |
| NCNO | NCINO INC | $605.55万 | 1.21% | 370,368 | -159,418 | -30.1% | -$260.65万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $596.64万 | 1.19% | 89,828 | -8,126 | -8.3% | -$53.97万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $586.19万 | 1.17% | 328,395 | -32,873 | -9.1% | -$58.68万 | 减仓 |
| VCYT | VERACYTE INC | $563.94万 | 1.13% | 96,023 | -11,796 | -10.9% | -$69.28万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $563.46万 | 1.13% | 120,604 | -238,573 | -66.4% | -$1,114.61万 | 减仓 |
| VERX | VERTEX INC | $429.15万 | 0.86% | 373,824 | -60,755 | -14.0% | -$69.75万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $427.04万 | 0.85% | 15,703 | -253 | -1.6% | -$6.88万 | 减仓 |
| WRBY | WARBY PARKER INC | $423.51万 | 0.85% | 139,589 | 139,589 | — | $423.51万 | 新建仓 |
| PKE | PARK AEROSPACE CORP | $415.49万 | 0.83% | 108,882 | 108,882 | — | $415.49万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $407.65万 | 0.81% | 10,968 | 1,721 | 18.6% | $63.96万 | 加仓 |
| XPEL | XPEL INC | $392.16万 | 0.78% | 79,064 | 27,448 | 53.2% | $136.14万 | 加仓 |
| DUOL | DUOLINGO INC | $348.56万 | 0.70% | 30,304 | -4,995 | -14.2% | -$57.45万 | 减仓 |
| SITM | SITIME CORP | $344.00万 | 0.69% | 4,614 | 135 | 3.0% | $10.07万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $312.89万 | 0.63% | 62,678 | 62,678 | — | $312.89万 | 新建仓 |
| KIDS | ORTHOPEDIATRICS CORP | $293.29万 | 0.59% | 153,314 | -157,234 | -50.6% | -$300.79万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $282.92万 | 0.57% | 68,156 | 68,156 | — | $282.92万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $280.52万 | 0.56% | 91,344 | 91,344 | — | $280.52万 | 新建仓 |
| ERII | ENERGY RECOVERY INC | $255.15万 | 0.51% | 282,866 | -255,197 | -47.4% | -$230.19万 | 减仓 |
| INTA | INTAPP INC | $248.58万 | 0.50% | 98,603 | -14,816 | -13.1% | -$37.35万 | 减仓 |
| HTFL | HEARTFLOW INC | $240.85万 | 0.48% | 82,091 | 82,091 | — | $240.85万 | 新建仓 |
| AVPT | AVEPOINT INC | $231.25万 | 0.46% | 206,292 | -30,988 | -13.1% | -$34.74万 | 减仓 |
| SPSC | SPS COMM INC | $218.44万 | 0.44% | 38,208 | -34,154 | -47.2% | -$195.26万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $196.07万 | 0.39% | 43,951 | -40,417 | -47.9% | -$180.30万 | 减仓 |
| RXST | RXSIGHT INC | $104.26万 | 0.21% | 216,300 | -32,596 | -13.1% | -$15.71万 | 减仓 |
| AAPL | APPLE INC | $27.55万 | 0.06% | 952 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $26.59万 | 0.05% | 744 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $21.52万 | 0.04% | 903 | 0 | 0.0% | — | 重新持有 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -14,156 | -100.0% | -$2,447.60万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -201,723 | -100.0% | -$2,392.84万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -158,018 | -100.0% | -$1,748.63万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -555,511 | -100.0% | -$1,313.78万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -111,273 | -100.0% | -$1,134.43万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -130,838 | -100.0% | -$892.97万 | 清仓 |
| CTKB | CYTEK BIOSCIENCES INC | $0 | 0.00% | 0 | -1,480,506 | -100.0% | -$646.98万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -584,579 | -100.0% | -$555.35万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -32,253 | -100.0% | -$460.73万 | 清仓 |