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Brown Advisory

Dec 2024 → Jun 2026 · Publishes quarterly · 26 funds

Our archive holds 47 letters from Brown Advisory, behind 108 investment theses and positions in 232 companies. Every quote below is copied verbatim from the letter it came from.

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Brown Advisory’s own letters page
47
Letters
232
Companies
194
Moves
108
Theses

25 strategies

Brown Advisory publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

Also filed under Brown Advisory.

What they bought and sold · 194 moves

  • New positionPlexus Corp.
    June 2026
    “We initiated a position in Plexus Corp. (PLXS) as we view it as a differentiated, engineering-led EMS compounder shifting toward a higher- margin, stickier business mix, with accelerating demand across semi-cap, aerospace & defense, and space.”
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  • AddedT-Mobile Inc
    June 2026
    “We used the weakness to add to our position in T-Mobile given its consistent execution and robust capital return.”
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  • New positionArxis Inc.
    June 2026
    “We bought shares of Arxis Inc (ARXS) in the company's initial public offering.”
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  • New positionPernod Ricard SA
    June 2026
    “Pernod Ricard is a French global spirits and champagne group, with a #2 global market share.”
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  • New positionProsus N.V.
    June 2026
    “Likewise, we were able to buy Prosus on what we believe is a compelling valuation.”
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  • ExitedMohawk Industries, Inc.
    June 2026
    “This resulted in the sale of five companies: Mohawk Industries, BuildersFirstSource, Ternium, Swatch, and Henkel.”
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  • New positionBMW AG
    June 2026
    “We added eight new positions over the quarter. This included Renault and BMW, both automotive original equipment manufacturers (OEMs) that have reached exceptionally low valuations that we believe more than compensate us for the well-publicized challenges faced by the industry.”
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  • New positionHaier Smart Home Co., Ltd.
    June 2026
    “Haier Smart Home was surfaced through our qualitative alerts highlighting the pain felt by large companies in the white goods industry, with key competitor Whirlpool’s CEO describing end markets as similar to the experience during the financial crisis.”
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  • ExitedWorkday, Inc.
    June 2026
    “We exited Autodesk and Workday during the quarter.”
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  • TrimmedAdecco Group AG
    June 2026
    “Adecco is a predominantly European staffing company.”
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  • ExitedSwatch Group Ltd.
    June 2026
    “This resulted in the sale of five companies: Mohawk Industries, BuildersFirstSource, Ternium, Swatch, and Henkel.”
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  • New positionProgressive Corporation
    June 2026
    “We initiated a position in Progressive Corporation in June.”
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  • AddedTaiwan Semiconductor Manufacturing Co., Ltd.
    June 2026
    “Strong price appreciation from Taiwan Semiconductor Manufacturing Co (TSM), KLA Corp (KLAC), and Marvell Technology Inc (MRVL) increased the weighting.”
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  • TrimmedMarvell Technology Inc
    June 2026
    “We have been trimming our position during the second quarter on elevated valuation but continue to like the company’s growth prospects over the upcoming years, as we believe it maintains solid competitive footing in an industry that continues to accelerate.”
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  • ExitedMister Car Wash, Inc.
    June 2026
    “We exited Mister Car Wash, Inc. (MCW) following the news that it would be acquired.”
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  • AddedDanaher Corporation
    June 2026
    “we added to Danaher Inc (DHR).”
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  • AddedSAP SE
    June 2026
    “We added to SAP SE (SAP) during the period and trimmed Marvell Technology, KLA Corp, and Analog Devices Inc (ADI).”
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  • New positionCharles Schwab Corporation
    June 2026
    “we initiated a new position in Charles Schwab Corp (SCHW) in the middle of the quarter.”
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  • New positionHoneywell Aerospace Inc
    June 2026
    “we received shares in Honeywell Aerospace Inc (HONA) following the planned spin-off at the end of the second quarter.”
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  • New positionAmazon.com, Inc.
    June 2026
    “we were pleased to establish a position in Amazon (AMZN) during the second quarter.”
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  • ExitedMirion Technologies, Inc. Class A
    June 2026
    “We exited Mirion Technologies Inc (MIR) with diminishing conviction in the management team's ability to execute on the nuclear opportunity set ahead of them and the recent pressure in their medical segment.”
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  • New positionSnowflake Inc
    June 2026
    “We initiated a position in Snowflake Inc (SNOW), a cloud-native data platform our research team has followed closely for years.”
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  • ExitedAutodesk, Inc.
    June 2026
    “We exited Autodesk and Workday during the quarter.”
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  • New positionPalantir Technologies Inc
    June 2026
    “During the quarter, we initiated positions in Arista Networks Inc (ANET), Palantir Technologies Inc (PLTR), and Viking Holdings (VIK), while exiting Autodesk Inc (ADSK) and DraftKings Inc (DKNG).”
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  • New positionSpaceX
    June 2026
    “Late in the quarter, we participated in the IPO of SpaceX (SPCX), accumulating a small position.”
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  • TrimmedIntuit Inc
    June 2026
    “We trimmed our Intuit Inc position in June on this concern.”
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  • New positionArista Networks Inc
    June 2026
    “We were able to take advantage of temporary stock weakness during the quarter due to transitory supply chain concerns while initiating the position.”
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  • New positionQuantinuum Inc
    June 2026
    “We initiated two small positions in recent IPOs that we continue to hold: Arxis Inc (ARXS), an aerospace and defense component compounder, and Quantinuum Inc (QNT), a leader in the early but promising quantum computing market.”
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  • ExitedMueller Water Products, Inc. Class A
    June 2026
    “We had already sold much of our position in Mueller Water Products Inc (MWA) in 2025 and finished exiting this quarter.”
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  • AddedPentair PLC
    June 2026
    “we used this weakness to add to our position.”
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Showing the 30 most recent of 194 recorded moves.

Companies held · 232

Every company Brown Advisory has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 108

Showing the 48 most recent of 108 theses. Browse them by company to see the rest.

Letter archive · 47

2026

2025

2024

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