BROWN CAPITAL MANAGEMENT LLC

CIK

885062

City

BALTIMORE

State / Country

MD

Stock

CWAN — Clearwater Analytics Holdings, Inc.

Top Portfolio Positions

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

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
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 CWAN

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,137,835	555,511	-56.1%	Shares	Sole	2026-05-14
2025-12-31	$30,543,397	1,266,310	-49.6%	Shares	Sole	2026-02-17
2025-09-30	$45,244,471	2,510,792	-21.5%	Shares	Sole	2025-11-04
2025-06-30	$70,169,333	3,199,696	+54.4%	Shares	Sole	2025-08-13
2025-03-31	$55,549,190	2,072,731	-6.2%	Shares	Sole	2025-05-15
2024-12-31	$60,831,996	2,210,465	-6.9%	Shares	Sole	2025-02-14
2024-09-30	$59,933,627	2,373,609	-19.3%	Shares	Sole	2024-11-12
2024-06-30	$54,492,803	2,942,376	-7.6%	Shares	Sole	2024-08-12
2024-03-31	$56,304,952	3,182,869	-10.0%	Shares	Sole	2024-05-15
2023-12-31	$70,805,889	3,534,992	+17.5%	Shares	Sole	2024-02-14
2023-09-30	$58,162,535	3,007,370	+50.5%	Shares	Sole	2023-11-14
2023-06-30	$31,711,021	1,998,174	+25.5%	Shares	Sole	2023-08-14
2023-03-31	$25,414,384	1,592,380	+77.9%	Shares	Sole	2023-05-15
2022-12-31	$16,782,750	895,080	—	Shares	Sole	2023-02-14
No 13F history on record for this holder in this stock.