13F HOLDINGS REPORT
AMERICAN CAPITAL MANAGEMENT INC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-049586
Total Value
$2.46B
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CyberArk Software | M2682V108 | 498,771 | $168.6M | 6.86% |
| 2 | Fortinet | FTNT | 1,286,720 | $123.9M | 5.04% |
| 3 | AeroVironment | AVAV | 947,949 | $113.0M | 4.60% |
| 4 | Commvault Systems | CVLT | 675,191 | $106.5M | 4.33% |
| 5 | Medpace Holdings | MEDP | 324,811 | $99.0M | 4.03% |
| 6 | IDEXX Labs | 45168D104 | 221,606 | $93.1M | 3.79% |
| 7 | ResMed | RSMDF | 394,534 | $88.3M | 3.59% |
| 8 | FactSet Research | 303075105 | 177,632 | $80.8M | 3.29% |
| 9 | Kratos Defense | 50077B207 | 2,597,876 | $77.1M | 3.14% |
| 10 | Guidewire Software | GWRE | 400,859 | $75.1M | 3.06% |
| 11 | Manhattan Assocs | MANH | 430,213 | $74.4M | 3.03% |
| 12 | CoStar Group | CSGP | 938,142 | $74.3M | 3.02% |
| 13 | RBC Bearings | RBC | 230,498 | $74.2M | 3.02% |
| 14 | Jack Henry & Associates | 426281101 | 378,902 | $69.2M | 2.82% |
| 15 | Qualys | QLYS | 535,691 | $67.5M | 2.75% |
| 16 | NICE | NCSYF | 433,100 | $66.8M | 2.72% |
| 17 | Bio Techne | TECH | 1,125,648 | $66.0M | 2.69% |
| 18 | Veeva Systems | VEEV | 283,185 | $65.6M | 2.67% |
| 19 | LiveRamp Holdings | RAMP | 2,373,215 | $62.0M | 2.52% |
| 20 | Cognyte Software | CGNT | 6,665,590 | $52.0M | 2.12% |
| 21 | Varonis Systems | VRNS | 1,253,001 | $50.7M | 2.06% |
| 22 | Gentex | GNTX | 2,085,578 | $48.6M | 1.98% |
| 23 | Repligen | RGEN | 380,982 | $48.5M | 1.97% |
| 24 | Tradeweb Markets | 892672106 | 314,124 | $46.6M | 1.90% |
| 25 | SEI Investments | 784117103 | 520,906 | $40.4M | 1.65% |
| 26 | Neogen | NEOG | 4,610,506 | $40.0M | 1.63% |
| 27 | Morningstar | MORN | 128,075 | $38.4M | 1.56% |
| 28 | nCino | NCNO | 1,348,206 | $37.0M | 1.51% |
| 29 | Cognex | CGNX | 1,187,814 | $35.4M | 1.44% |
| 30 | SPS Commerce | SPSC | 263,437 | $35.0M | 1.42% |
| 31 | Kornit Digital | KRNT | 1,813,883 | $34.6M | 1.41% |
| 32 | Paycom Software | PAYC | 153,763 | $33.6M | 1.37% |
| 33 | ANSYS | 03662Q105 | 105,446 | $33.4M | 1.36% |
| 34 | DexCom | DXCM | 400,793 | $27.4M | 1.11% |
| 35 | Azenta | AZTA | 751,546 | $26.0M | 1.06% |
| 36 | Cerence | CRNC | 2,982,162 | $23.6M | 0.96% |
| 37 | Globus Med Cl A | GMED | 294,841 | $21.6M | 0.88% |
| 38 | STAAR Surgical | STAA | 1,010,164 | $17.8M | 0.72% |
| 39 | Trex | TREX | 297,395 | $17.3M | 0.70% |
| 40 | Blackbaud | BLKB | 270,215 | $16.8M | 0.68% |
| 41 | Tyler Technologies | TYL | 26,471 | $15.4M | 0.63% |
| 42 | ICON PLC | ICLR | 73,680 | $12.9M | 0.52% |
| 43 | Merit Medical Systems | 589889104 | 85,049 | $9.0M | 0.37% |
| 44 | O'Reilly Automotive | 67103H107 | 5,749 | $8.2M | 0.34% |
| 45 | Alarm.Com Holdings | ALRM | 119,332 | $6.6M | 0.27% |
| 46 | Haemonetics | HAE | 100,915 | $6.4M | 0.26% |
| 47 | Insulet | PODD | 16,900 | $4.4M | 0.18% |
| 48 | Charles River Labs | 159864107 | 27,800 | $4.2M | 0.17% |
| 49 | Monolithic Power Systems | 609839105 | 7,098 | $4.1M | 0.17% |
| 50 | Dorman Products | 258278100 | 20,343 | $2.5M | 0.10% |
| 51 | Franklin Electric | FELE | 25,000 | $2.3M | 0.10% |
| 52 | Proto Labs | PRLB | 50,112 | $1.8M | 0.07% |
| 53 | Hologic | HOLX | 23,780 | $1.5M | 0.06% |
| 54 | Trimble | TRMB | 22,000 | $1.4M | 0.06% |
| 55 | Spdr S&P 500 Series 1 | SPY | 2,535 | $1.4M | 0.06% |
| 56 | Descartes Systems Group | 249906108 | 11,633 | $1.2M | 0.05% |
| 57 | ACI Worldwide | ACIW | 18,385 | $1.0M | 0.04% |
| 58 | Zebra Technologies | ZBRA | 3,300 | $932,448 | 0.04% |
| 59 | NeoGenomics | NEO | 81,062 | $769,278 | 0.03% |
| 60 | Graham | GHM | 23,894 | $688,625 | 0.03% |
| 61 | JFrog | FROG | 11,265 | $360,480 | 0.01% |
| 62 | Apple | AAPL | 1,316 | $292,323 | 0.01% |
| 63 | Verint Systems | 92343X100 | 13,100 | $233,835 | 0.01% |