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Portfolio (Quarterly) Guide ↗

BROWN CAPITAL MANAGEMENT LLC

· CIK 0000885062
13F Portfolio $500M AUM 54 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 5 Added 40 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WRBY WARBY PARKER INC Healthcare 139,589.0 $4.2M 0.85% NEW $30.34 -13.6%
2 PKE PARK AEROSPACE CORP Industrials 108,882.0 $4.2M 0.83% NEW $38.16 -13.5%
3 KRMN KARMAN HLDGS INC Industrials 62,678.0 $3.1M 0.63% NEW $49.92 +2.9%
4 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 68,156.0 $2.8M 0.57% NEW $41.51 -30.3%
5 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 91,344.0 $2.8M 0.56% NEW $30.71 +25.8%
6 HTFL HEARTFLOW INC Healthcare 82,091.0 $2.4M 0.48% NEW $29.34 +71.1%
7 AMZN AMAZON COM INC Consumer Cyclical 903.0 $215K 0.04% NEW $238.34 +10.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%