BROWN CAPITAL MANAGEMENT LLC

CIK

885062

City

BALTIMORE

State / Country

Stock

CGNX — Cognex Corp

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 CGNX

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,313,115	414,638	-35.0%	Shares	Sole	2026-05-14
2025-12-31	$22,955,923	638,019	-55.8%	Shares	Sole	2026-02-17
2025-09-30	$65,408,488	1,443,896	-36.3%	Shares	Sole	2025-11-04
2025-06-30	$71,870,065	2,265,765	-5.3%	Shares	Sole	2025-08-13
2025-03-31	$71,375,911	2,392,756	-9.5%	Shares	Sole	2025-05-15
2024-12-31	$94,846,974	2,644,924	-15.6%	Shares	Sole	2025-02-14
2024-09-30	$126,983,497	3,135,395	-12.2%	Shares	Sole	2024-11-12
2024-06-30	$167,074,695	3,573,026	-7.2%	Shares	Sole	2024-08-12
2024-03-31	$163,317,084	3,850,002	-29.0%	Shares	Sole	2024-05-15
2023-12-31	$226,202,124	5,419,313	+5.1%	Shares	Sole	2024-02-14
2023-09-30	$218,876,236	5,157,310	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$289,700,875	5,171,383	-1.2%	Shares	Sole	2023-08-14
2023-03-31	$259,224,937	5,231,583	-13.7%	Shares	Sole	2023-05-15
2022-12-31	$285,609,981	6,062,619	-17.4%	Shares	Sole	2023-02-14
2022-09-30	$304,071,023	7,335,851	+3.4%	Shares	Sole	2022-11-14
2022-06-30	$301,677,316	7,094,951	+2.3%	Shares	Sole	2022-08-15
2022-03-31	$535,220,641	6,937,403	-5.7%	Shares	Sole	2022-05-16
2021-12-31	$571,780,010	7,353,138	-1.5%	Shares	Sole	2022-02-14
2021-09-30	$598,777,321	7,464,190	-10.0%	Shares	Sole	2021-11-15
2021-06-30	$696,774,079	8,289,995	-3.9%	Shares	Sole	2021-08-16
2021-03-31	$715,810,493	8,625,262	-4.8%	Shares	Sole	2021-05-14
2020-12-31	$727,235,426	9,057,609	-2.3%	Shares	Sole	2021-02-16
2020-09-30	$603,822,225	9,275,303	-0.8%	Shares	Sole	2020-11-13
2020-06-30	$558,215,261	9,347,208	0.0%	Shares	Sole	2020-07-22
2020-03-31	$394,639,121	9,347,208	—	Shares	Sole	2020-05-08
No 13F history on record for this holder in this stock.