13F HOLDINGS REPORT
AMERICAN CAPITAL MANAGEMENT INC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078772
Total Value
$2.41B
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AeroVironment | AVAV | 757,433 | $215.8M | 8.95% |
| 2 | CyberArk Software | M2682V108 | 417,703 | $170.0M | 7.05% |
| 3 | Fortinet | FTNT | 1,011,471 | $106.9M | 4.44% |
| 4 | Kratos Defense | 50077B207 | 2,294,358 | $106.6M | 4.42% |
| 5 | IDEXX Labs | 45168D104 | 189,000 | $101.4M | 4.20% |
| 6 | Commvault Systems | CVLT | 553,088 | $96.4M | 4.00% |
| 7 | Medpace Holdings | MEDP | 265,431 | $83.3M | 3.46% |
| 8 | RBC Bearings | RBC | 214,563 | $82.6M | 3.42% |
| 9 | ResMed | RSMDF | 317,916 | $82.0M | 3.40% |
| 10 | Guidewire Software | GWRE | 342,611 | $80.7M | 3.35% |
| 11 | Manhattan Assocs | MANH | 375,522 | $74.2M | 3.08% |
| 12 | FactSet Research | 303075105 | 157,823 | $70.6M | 2.93% |
| 13 | Veeva Systems | VEEV | 230,272 | $66.3M | 2.75% |
| 14 | LiveRamp Holdings | RAMP | 1,991,014 | $65.8M | 2.73% |
| 15 | CoStar Group | CSGP | 795,961 | $64.0M | 2.65% |
| 16 | Cognyte Software | CGNT | 6,712,241 | $62.0M | 2.57% |
| 17 | Varonis Systems | VRNS | 1,179,877 | $59.9M | 2.48% |
| 18 | Qualys | QLYS | 417,253 | $59.6M | 2.47% |
| 19 | NICE | NCSYF | 329,282 | $55.6M | 2.31% |
| 20 | nCino | NCNO | 1,955,856 | $54.7M | 2.27% |
| 21 | Jack Henry & Associates | 426281101 | 275,396 | $49.6M | 2.06% |
| 22 | Bio Techne | TECH | 951,614 | $49.0M | 2.03% |
| 23 | Tradeweb Markets | 892672106 | 289,819 | $42.4M | 1.76% |
| 24 | SEI Investments | 784117103 | 463,776 | $41.7M | 1.73% |
| 25 | Repligen | RGEN | 329,281 | $41.0M | 1.70% |
| 26 | ANSYS | 03662Q105 | 99,857 | $35.1M | 1.45% |
| 27 | SPS Commerce | SPSC | 232,467 | $31.6M | 1.31% |
| 28 | DexCom | DXCM | 355,573 | $31.0M | 1.29% |
| 29 | Morningstar | MORN | 97,479 | $30.6M | 1.27% |
| 30 | Cerence | CRNC | 2,796,364 | $28.6M | 1.18% |
| 31 | Globus Medical | GMED | 483,522 | $28.5M | 1.18% |
| 32 | Kornit Digital | KRNT | 1,363,611 | $27.1M | 1.13% |
| 33 | Paycom Software | PAYC | 108,027 | $25.0M | 1.04% |
| 34 | Azenta | AZTA | 785,324 | $24.2M | 1.00% |
| 35 | Gentex | GNTX | 795,464 | $17.5M | 0.73% |
| 36 | Neogen | NEOG | 3,339,316 | $16.0M | 0.66% |
| 37 | Tyler Technologies | TYL | 24,976 | $14.8M | 0.61% |
| 38 | Cognex | CGNX | 451,462 | $14.3M | 0.59% |
| 39 | Trex | TREX | 262,784 | $14.3M | 0.59% |
| 40 | STAAR Surgical | STAA | 784,914 | $13.2M | 0.55% |
| 41 | Merit Medical Systems | 589889104 | 87,099 | $8.1M | 0.34% |
| 42 | O'Reilly Automotive | 67103H107 | 86,235 | $7.8M | 0.32% |
| 43 | NeoGenomics | NEO | 1,061,873 | $7.8M | 0.32% |
| 44 | Haemonetics | HAE | 100,915 | $7.5M | 0.31% |
| 45 | ICON PLC | ICLR | 49,226 | $7.2M | 0.30% |
| 46 | Alarm.Com Holdings | ALRM | 110,144 | $6.2M | 0.26% |
| 47 | Insulet | PODD | 17,315 | $5.4M | 0.23% |
| 48 | Monolithic Power Systems | 609839105 | 7,015 | $5.1M | 0.21% |
| 49 | Blackbaud | BLKB | 52,949 | $3.4M | 0.14% |
| 50 | Dorman Products | 258278100 | 20,358 | $2.5M | 0.10% |
| 51 | Franklin Electric | FELE | 25,000 | $2.2M | 0.09% |
| 52 | Proto Labs | PRLB | 54,027 | $2.2M | 0.09% |
| 53 | Graham | GHM | 40,449 | $2.0M | 0.08% |
| 54 | Trimble | TRMB | 22,000 | $1.7M | 0.07% |
| 55 | Spdr S&P 500 Series 1 | SPY | 2,535 | $1.6M | 0.06% |
| 56 | Hologic | HOLX | 23,780 | $1.5M | 0.06% |
| 57 | Descartes Systems Group | 249906108 | 11,213 | $1.1M | 0.05% |
| 58 | Zebra Technologies | ZBRA | 3,300 | $1.0M | 0.04% |
| 59 | ACI Worldwide | ACIW | 18,400 | $844,744 | 0.04% |
| 60 | VSE | VSECU | 4,453 | $583,254 | 0.02% |
| 61 | Apple | AAPL | 2,800 | $574,476 | 0.02% |
| 62 | JFrog | FROG | 11,445 | $502,207 | 0.02% |
| 63 | Illumina | ILMN | 2,275 | $217,058 | 0.01% |