AMERICAN CAPITAL MANAGEMENT INC 13F Holdings

CIK 0001320168 · New York, NY

As of Sep 30, 2025, AMERICAN CAPITAL MANAGEMENT INC reported 68 positions worth $2.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AEROVIRONMENT INCAVAVIndustrials721,110$227.1M9.05%
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials2,010,001 83.7M7.32%
CYBERARK SOFTWARE LTDCYBRTechnology349,980 69.1M6.74%
MEDPACE HOLDINGS INCMEDPHealthcare248,757 27.9M5.10%
IDEXX LABORATORIES INCIDXXHealthcare184,298 17.7M4.69%
COMMVAULT SYSTEMS INCCVLTTechnology534,413 00.9M4.02%
RESMED INCRMDHealthcare310,853$85.1M3.39%
RBC BEARINGS INCRBCIndustrials217,819$85.0M3.39%
FORTINET INCFTNTTechnology963,358$81.0M3.23%
VARONIS SYSTEMS INCVRNSTechnology1,371,806$78.8M3.14%
GUIDEWIRE SOFTWARE INCGWRETechnology332,082$76.3M3.04%
MANHATTAN ASSOCIATES INCMANHTechnology361,321$74.1M2.95%
COSTAR GROUP INCCSGPReal Estate793,664$67.0M2.67%
VEEVA SYSTEMS INCVEEVHealthcare222,157$66.2M2.64%
COGNYTE SOFTWARE LTDCGNTTechnology6,751,962$56.7M2.26%
NCINO INCNCNOTechnology2,040,303$55.3M2.20%
QUALYS INCQLYSTechnology412,947$54.6M2.18%
BIO-TECHNE CORPTECHHealthcare960,447$53.4M2.13%
LIVERAMP HOLDINGS INCRAMPTechnology1,926,376$52.3M2.08%
SEI INVESTMENTS COSEICFinancial Services565,117$48.0M1.91%
NICE LTDNICETechnology313,431$45.4M1.81%
REPLIGEN CORPRGENHealthcare336,862$45.0M1.79%
FACTSET RESEARCH SYSTEMS INCFDSFinancial Services155,304$44.5M1.77%
JACK HENRY & ASSOCIATES INCJKHYTechnology263,118$39.2M1.56%
CERENCE INCCRNCTechnology2,679,057$33.4M1.33%