Brown Advisory
Brown Advisory US Sustainable Growth Fund
US Quality
Mar 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Brown Advisory for every strategy.
What it bought and sold
we also made a number of strategic trims and adds to optimize existing position sizes in response to attractive price dynamics, including redeploying capital raised from partial sells of our positions in Intuit, ServiceNow and Uber on strength in order to fund incremental additions to Marvell, Datadog, and Chipotle on relative weakness.
we also made a number of strategic trims and adds to optimize existing position sizes in response to attractive price dynamics, including redeploying capital raised from partial sells of our positions in Intuit, ServiceNow and Uber on strength in order to fund incremental additions to Marvell, Datadog, and Chipotle on relative weakness.
we also made a number of strategic trims and adds to optimize existing position sizes in response to attractive price dynamics, including redeploying capital raised from partial sells of our positions in Intuit, ServiceNow and Uber on strength in order to fund incremental additions to Marvell, Datadog, and Chipotle on relative weakness.
During the second quarter, we added three new names to the portfolio: Shopify (SHOP), Spotify (SPOT), and Taiwan Semiconductor Manufacturing (TSM).
we also made a number of strategic trims and adds to optimize existing position sizes in response to attractive price dynamics, including redeploying capital raised from partial sells of our positions in Intuit, ServiceNow and Uber on strength in order to fund incremental additions to Marvell, Datadog, and Chipotle on relative weakness.
we also made a number of strategic trims and adds to optimize existing position sizes in response to attractive price dynamics, including redeploying capital raised from partial sells of our positions in Intuit, ServiceNow and Uber on strength in order to fund incremental additions to Marvell, Datadog, and Chipotle on relative weakness.
During the second quarter, we added three new names to the portfolio: Shopify (SHOP), Spotify (SPOT), and Taiwan Semiconductor Manufacturing (TSM).
we also made a number of strategic trims and adds to optimize existing position sizes in response to attractive price dynamics, including redeploying capital raised from partial sells of our positions in Intuit, ServiceNow and Uber on strength in order to fund incremental additions to Marvell, Datadog, and Chipotle on relative weakness.
During the second quarter, we added three new names to the portfolio: Shopify (SHOP), Spotify (SPOT), and Taiwan Semiconductor Manufacturing (TSM).
Also held
Its investment theses
- ShopifyJun 2025Shopify is a leading commerce enablement platform that empowers over 2 million businesses globally by providing innovative tools to scale and manage retail operations across multiple channels.
- SpotifyJun 2025Spotify is a leading audio streaming service that transforms music consumption and monetization for artists, boasting a robust business model and significant growth opportunities across various audio content.
- Taiwan Semiconductor Manufacturing CompanyJun 2025Taiwan Semiconductor Manufacturing Company (TSM) is a leading semiconductor foundry that dominates the global market with a focus on efficient manufacturing, innovative technology, and sustainable practices, making it a crucial player in the digital transformation of the economy.