Brown Capital Management, LLC filed Q1 2026 13F: CAMT leads a $704M portfolio

Filed: 2026-05-14 · Report date: 2026-03-31 · Form: 13F-HR

Source: SEC EDGAR filing

Portfolio overview

Portfolio value: $704M
Holdings: 56
Previous quarter: 2025-12-31

Top 5 holdings

CAMT — $94M (13.4%)
GLBE — $43.2M (6.1%)
CLBT — $37.2M (5.3%)
GKOS — $24.8M (3.5%)
MELI — $24.5M (3.5%)

New positions

CLBT — $37.2M (5.3%)
KRYS — $2.4M (0.34%)
XPEL — $2.3M (0.32%)
SITM — $1.5M (0.22%)
CRDO — $1.5M (0.21%)

Exits

CYBERARK SOFTWARE LTD — last seen at $68M
MONDAY COM LTD — last seen at $10.5M
MSFT — last seen at $211.8K
AMZN — last seen at $208.4K

Biggest trims

GLBE — -$51.4M (now $43.2M)
RGEN — -$24.9M (now $20M)
XMTR — -$24.4M (now $17.2M)

Methodology note

13F filings are public quarterly disclosures with up to a 45-day lag from quarter-end. Numbers here reflect the manager's disclosed long US equity positions only; they are not a real-time portfolio, do not include derivatives or short positions, and are not actual fund NAV. Not investment advice.

Full case file: https://worldsmartmoney.com/manager/brown-capital

This article: https://worldsmartmoney.com/news/brown-capital-2026-03-31-009159

English thread

Tweet 1/5 · 169 chars

Brown Capital Management, LLC filed Q1 2026 13F.

Portfolio: $704M (56 holdings)
Top: CAMT $94M (13.4%)

https://worldsmartmoney.com/news/brown-capital-2026-03-31-009159

Tweet 2/5 · 125 chars

Top 5 holdings:

1. CAMT $94M (13.4%)
2. GLBE $43.2M (6.1%)
3. CLBT $37.2M (5.3%)
4. GKOS $24.8M (3.5%)
5. MELI $24.5M (3.5%)

Tweet 3/5 · 126 chars

Position changes from 2025-12-31:

🆕 New: CLBT, KRYS, XPEL, SITM
🚪 Exited: CYBERARK SOFTWARE LTD, MONDAY COM LTD, MSFT, AMZN

Tweet 4/5 · 62 chars

📉 Biggest trims:
  GLBE -$51.4M
  RGEN -$24.9M
  XMTR -$24.4M

Tweet 5/5 · 243 chars

Source: SEC 13F (≤45-day disclosure lag, not real-time, not fund NAV).

SEC: https://www.sec.gov/Archives/edgar/data/885062/000139834426009159/0001398344-26-009159-index.htm
WSM: https://worldsmartmoney.com/news/brown-capital-2026-03-31-009159

Chinese thread

Tweet 1/5 · 150 chars

Brown Capital Management, LLC 更新 2026 Q1 13F

组合：$704M（56 只持仓）
第一持仓：CAMT $94M（13.4%）

https://worldsmartmoney.com/news/brown-capital-2026-03-31-009159

Tweet 2/5 · 113 chars

前 5 大持仓：

1. CAMT $94M（13.4%）
2. GLBE $43.2M（6.1%）
3. CLBT $37.2M（5.3%）
4. GKOS $24.8M（3.5%）
5. MELI $24.5M（3.5%）

Tweet 3/5 · 99 chars

相比 2025-12-31 的变化：

🆕 新建仓：CLBT、KRYS、XPEL、SITM
🚪 清仓：CYBERARK SOFTWARE LTD、MONDAY COM LTD、MSFT、AMZN

Tweet 4/5 · 53 chars

📉 减仓最多：
  GLBE -$51.4M
  RGEN -$24.9M
  XMTR -$24.4M

Tweet 5/5 · 212 chars

来源：SEC 13F（最多滞后 45 天公开，非实时，不代表基金净值）

SEC 原文：https://www.sec.gov/Archives/edgar/data/885062/000139834426009159/0001398344-26-009159-index.htm
WSM 解读：https://worldsmartmoney.com/news/brown-capital-2026-03-31-009159

13F is a quarterly disclosure with up to 45-day lag. Not real-time, not fund NAV, not investment advice.