CIK 885062
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BROWN, EDDIE, CARL | FOUNDER, EXECUTIVE CHAIRMAN, & SENIOR PORTFOLIO MANAGER | 2012-01 | <5% ·◆ |
| BUNKLEY, JENNIFER, BROWN | DIRECTOR | 2011-06 | <5% ·◆ |
| DAVIS, DAMIEN, LAWRENCE | CIO AND SENIOR PORTFOLIO MANAGER | 2024-01 | <5% ·◆ |
| FORSTER, MICHAEL, LEONARD | COO, CFO | 2019-12 | <5% ·◆ |
| GARRISON, LISA, ANNE | CHIEF COMPLIANCE OFFICER | 2026-06 | <5% ·◆ |
| KLAG, MICHAEL, J | DIRECTOR | 2019-12 | <5% ·◆ |
| LEE, KEITH, ALLISON | CEO & SENIOR PORTFOLIO MANAGER |
| 2012-01 |
| <5% ·◆ |
| NEELEY, TSEDAL | DIRECTOR | 2020-06 | <5% ·◆ |
| YOUNG, ROBERT, L | PRESIDENT AND HEAD OF MARKETING AND SALES/CLIENT SERVICE | 2023-01 | <5% ·◆ |
| BROWN CAPITAL MANAGEMENT HOLDINGS, INC.entity | MEMBER | 2016-10 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| BURKS, ROBERT, E | CHIEF COMPLIANCE OFFICER | 2024-03 | — not seen at a tracked firm |
| FLAMER, CECIL, EUGENE | CHIEF ADMINISTRATIVE OFFICER | 2020-06 | — not seen at a tracked firm |
| DOULTON, BETTINA, ELIZABETH | DIRECTOR | 2020-06 | — not seen at a tracked firm |
| HENDERSON, CHARLES, FRANKLIN | DIRECTOR | 2020-06 | — not seen at a tracked firm |
| COURTNEY, DONNA, L. | CHIEF COMPLIANCE OFFICER | 2018-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
