BROWN CAPITAL MANAGEMENT LLC

CIK

885062

City

BALTIMORE

State / Country

Stock

ALRM — Alarm.com Holdings, Inc.

Top Portfolio Positions

56 positions · $703,989,616 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CAMT	Camtek Ltd Technology	620,098	$94,013,057	13.35%
GLBE	Global-E Online Ltd. Consumer Cyclical	1,398,886	$43,155,633	6.13%
CLBT	Cellebrite DI Ltd. Technology	2,702,379	$37,238,782	5.29%
GKOS	GLAUKOS Corp Healthcare	230,028	$24,764,814	3.52%
MELI	Mercadolibre Inc Consumer Cyclical	14,156	$24,476,007	3.48%
SHOP	Shopify Inc. Technology	201,723	$23,928,382	3.40%
DDOG	Datadog, Inc. Technology	176,510	$20,837,005	2.96%
CGNX	Cognex Corp Technology	414,638	$20,313,115	2.89%
VEEV	Veeva Systems Inc Healthcare	114,935	$20,189,482	2.87%
RGEN	Repligen Corp Healthcare	169,996	$20,028,928	2.85%

Portfolio Trend

25 quarters · across all stocks

Holdings in ALRM

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,512,854	359,177	-28.8%	Shares	Sole	2026-05-14
2025-12-31	$25,751,222	504,728	-55.2%	Shares	Sole	2026-02-17
2025-09-30	$59,827,848	1,127,126	-33.8%	Shares	Sole	2025-11-04
2025-06-30	$96,370,219	1,703,557	-5.2%	Shares	Sole	2025-08-13
2025-03-31	$99,956,192	1,796,158	-24.9%	Shares	Sole	2025-05-15
2024-12-31	$145,471,904	2,392,630	-14.7%	Shares	Sole	2025-02-14
2024-09-30	$153,288,119	2,803,880	-12.4%	Shares	Sole	2024-11-12
2024-06-30	$203,302,012	3,199,591	-7.1%	Shares	Sole	2024-08-12
2024-03-31	$249,689,514	3,445,419	-23.3%	Shares	Sole	2024-05-15
2023-12-31	$290,306,125	4,492,512	-8.1%	Shares	Sole	2024-02-14
2023-09-30	$298,987,928	4,890,218	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$253,826,113	4,911,496	-5.1%	Shares	Sole	2023-08-14
2023-03-31	$260,100,903	5,173,049	-0.8%	Shares	Sole	2023-05-15
2022-12-31	$258,050,174	5,215,242	-9.1%	Shares	Sole	2023-02-14
2022-09-30	$372,130,358	5,737,440	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$358,954,341	5,802,689	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$388,017,272	5,838,358	+5.1%	Shares	Sole	2022-05-16
2021-12-31	$470,960,192	5,553,121	-1.8%	Shares	Sole	2022-02-14
2021-09-30	$442,287,521	5,656,574	-4.6%	Shares	Sole	2021-11-15
2021-06-30	$502,410,585	5,931,648	+8.1%	Shares	Sole	2021-08-16
2021-03-31	$473,988,136	5,487,244	-0.9%	Shares	Sole	2021-05-14
2020-12-31	$572,708,820	5,536,093	-1.2%	Shares	Sole	2021-02-16
2020-09-30	$309,531,439	5,602,379	-0.5%	Shares	Sole	2020-11-13
2020-06-30	$364,750,161	5,627,992	+7.4%	Shares	Sole	2020-08-07
2020-03-31	$203,887,582	5,239,979	—	Shares	Sole	2020-05-08
No 13F history on record for this holder in this stock.