Eddie Brown's portfolio
In the Q3 2026 13F, filed October 27, 2026, Brown Capital Management reported 55 US stock positions worth $527M. The largest was Camtek (CAMT) at 6.3% of the portfolio. New positions: nLIGHT (LASR), Artivion (AORT) and Amprius Technologies (AMPX). Added to: Camtek (CAMT) and Global-E Online (GLBE). The Q4 2026 13F is due by February 14, 2027.
What changed in Q3 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
Added to
Trimmed
- DatadogDDOG$26M
- Veeva SystemsVEEV$26M
- XometryXMTR$25M
- GlaukosGKOS$25M
- Manhattan AssociatesMANH$21M
- CognexCGNX$19M
- RepligenRGEN$16M
- Vericel Corp OrdVCEL$14M
- UFP TechnologiesUFPT$13M
- Cellebrite DICLBT$12M
Sold out
None this quarter.
Holdings
55 US-listed positions in the Q3 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| CamtekCAMT | 6.26% | $33M | 212,628 | Added |
| Global-E OnlineGLBE | 5.70% | $30M | 755,499 | Added |
| DatadogDDOG | 4.91% | $26M | 94,375 | Trimmed |
| Veeva SystemsVEEV | 4.85% | $26M | 89,559 | Trimmed |
| XometryXMTR | 4.82% | $25M | 247,087 | Trimmed |
| GlaukosGKOS | 4.73% | $25M | 151,705 | Trimmed |
| Manhattan AssociatesMANH | 3.96% | $21M | 104,989 | Trimmed |
| AppfolioAPPF | 3.79% | $20M | 99,549 | Held |
| CognexCGNX | 3.67% | $19M | 318,544 | Trimmed |
| Guidewire SoftwareGWRE | 3.62% | $19M | 133,623 | Held |
| RepligenRGEN | 3.08% | $16M | 84,554 | Trimmed |
| Bio-TechneTECH | 2.72% | $14M | 197,665 | Held |
| Vericel Corp OrdVCEL | 2.60% | $14M | 341,113 | Trimmed |
| UFP TechnologiesUFPT | 2.50% | $13M | 44,374 | Trimmed |
| Cellebrite DICLBT | 2.35% | $12M | 1,098,160 | Trimmed |
| Tyler TechnologiesTYL | 2.30% | $12M | 38,028 | Held |
| AgilysysAGYS | 2.26% | $12M | 122,751 | Trimmed |
| Paycom SoftwarePAYC | 2.22% | $12M | 53,823 | Held |
| Q2 Hldgs | 2.06% | $11M | 195,509 | Held |
| CryoportCYRX | 1.99% | $10M | 601,919 | Trimmed |
| Corcept TherapeuticsCORT | 1.84% | $10M | 84,041 | Held |
| Red VioletRDVT | 1.74% | $9M | 116,072 | Trimmed |
| WorkivaWK | 1.62% | $9M | 128,497 | Held |
| AxogenAXGN | 1.56% | $8M | 196,339 | Trimmed |
| Credo Technology Group HoldingCRDO | 1.50% | $8M | 40,492 | Added |
| PDF SolutionsPDFS | 1.49% | $8M | 154,211 | Added |
| TransMedicsTMDX | 1.42% | $7M | 89,828 | Held |
| SitimeSITM | 1.37% | $7M | 11,037 | Added |
| American SuperconductorAMSC | 1.32% | $7M | 239,521 | Added |
| Park AerospacePKE | 1.25% | $7M | 221,513 | Added |
| LoarLOAR | 1.23% | $6M | 105,426 | Added |
| XpelXPEL | 1.16% | $6M | 138,837 | Added |
| Warby ParkerWRBY | 1.10% | $6M | 209,509 | Added |
| nCinoNCNO | 1.07% | $6M | 310,040 | Trimmed |
| Krystal BiotechKRYS | 1.01% | $5M | 16,079 | Added |
| HeartflowHTFL | 0.95% | $5M | 101,190 | Added |
| Figure Technology SolutionsFIGR | 0.90% | $5M | 164,170 | Added |
| VeracyteVCYT | 0.84% | $4M | 96,023 | Held |
| Mama's CreationsMAMA | 0.80% | $4M | 328,395 | Held |
| Badger MeterBMI | 0.73% | $4M | 31,185 | Trimmed |
| IntappINTA | 0.68% | $4M | 98,603 | Held |
| nLIGHTLASR | 0.59% | $3M | 80,180 | New |
| KarmanKRMN | 0.58% | $3M | 94,176 | Added |
| AvepointAVPT | 0.55% | $3M | 206,292 | Held |
| OrthopediatricsKIDS | 0.38% | $2M | 89,203 | Trimmed |
| SPS CommerceSPSC | 0.36% | $2M | 22,783 | Trimmed |
| Inspire Medical SystemsINSP | 0.33% | $2M | 25,094 | Trimmed |
| DuolingoDUOL | 0.31% | $2M | 11,603 | Trimmed |
| VertexVERX | 0.28% | $1M | 124,022 | Trimmed |
| ArtivionAORT | 0.23% | $1M | 51,908 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Eddie Brown own?
In the Q3 2026 13F, Brown Capital Management reported 55 US stock positions worth $527M. The largest: Camtek (CAMT) 6.3%, Global-E Online (GLBE) 5.7%, Datadog (DDOG) 4.9%, Veeva Systems (VEEV) 4.9%, Xometry (XMTR) 4.8%.
What did Eddie Brown buy last quarter?
In Q3 2026: new position in nLIGHT (LASR); new position in Artivion (AORT); new position in Amprius Technologies (AMPX); added to Camtek (CAMT); added to Global-E Online (GLBE); added to Credo Technology Group Holding (CRDO).
What did Eddie Brown sell last quarter?
In Q3 2026: cut Datadog (DDOG); cut Veeva Systems (VEEV); cut Xometry (XMTR).
When is Eddie Brown's next 13F?
13F filings are due 45 days after each quarter ends. The Q4 2026 filing is due by February 14, 2027.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash,
bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.
Photo: Eddie C. Brown (credits).