Brown Capital
Brown Capital International All Company Fund
International
Jun 2025 → Sep 2025
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Brown Capital for every strategy.
What it bought and sold
We have begun gradually reducing our position in CyberArk following this announcement.
Also held
Its investment theses
- Dassault SystèmesSep 2025Dassault Systèmes builds mission-critical software with deep workflow integration, high switching costs, and domain-specific AI capabilities that drive durable competitive advantages.
- MonotaROSep 2025MonotaRO is Japan's leading MRO e-commerce platform with a wide product catalog, strong wallet-share growth, and mid-teens revenue growth potential.
- ShopifySep 2025Shopify is a leading digital commerce platform with high switching costs and robust growth driven by continued digitization of commerce.
- Vend MarketplacesJun 2025Vend Marketplaces is a leading online classifieds platform in the Nordic region, dominating major verticals like mobility, real estate, jobs, and re-commerce, with significant growth potential and strong operating leverage.