Portfolio (Quarterly)
Guide ↗
BROWN CAPITAL MANAGEMENT LLC
· CIK 0000885062| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 14,156 | $24.5M | 3.48% | SOLD |
| 2 | SHOP | SHOPIFY INC | Technology | 201,723 | $23.9M | 3.40% | SOLD |
| 3 | ICLR | ICON PLC | Healthcare | 158,018 | $17.5M | 2.48% | SOLD |
| 4 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 555,511 | $13.1M | 1.87% | SOLD |
| 5 | — | FLUTTER ENTMT PLC | — | 111,273 | $11.3M | 1.61% | SOLD |
| 6 | TEAM | ATLASSIAN CORPORATION | Technology | 130,838 | $8.9M | 1.27% | SOLD |
| 7 | CTKB | CYTEK BIOSCIENCES INC | Healthcare | 1,480,506 | $6.5M | 0.92% | SOLD |
| 8 | DV | DOUBLEVERIFY HLDGS INC | Technology | 584,579 | $5.6M | 0.79% | SOLD |
| 9 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 32,253 | $4.6M | 0.65% | SOLD |
Sector Allocation
Technology
50.4%
Healthcare
31.2%
Industrials
11.0%
Consumer Cyclical
5.6%
Consumer Defensive
1.2%
Financial Services
0.6%
Communication Services
0.1%