AMERICAN CAPITAL MANAGEMENT INC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.5T
Holdings
63
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCyberArk Software | 498,771 | $168.6B | 6.86% | |
| 2 | FTNTFortinet | 1,286,720 | $123.9B | 5.04% | |
| 3 | JPXAeroVironment | 947,949 | $113.0B | 4.60% | |
| 4 | CVLTCommvault Systems | 675,191 | $106.5B | 4.33% | |
| 5 | MEDPMedpace Holdings | 324,811 | $99.0B | 4.03% | |
| 6 | IDXXIDEXX Labs | 221,606 | $93.1B | 3.79% | |
| 7 | RMEResMed | 394,534 | $88.3B | 3.59% | |
| 8 | FDSFactSet Research | 177,632 | $80.8B | 3.29% | |
| 9 | KTOSKratos Defense | 2,597,876 | $77.1B | 3.14% | |
| 10 | GWREGuidewire Software | 400,859 | $75.1B | 3.06% | |
| 11 | MANHManhattan Assocs | 430,213 | $74.4B | 3.03% | |
| 12 | CSGPCoStar Group | 938,142 | $74.3B | 3.02% | |
| 13 | RBCRBC Bearings | 230,498 | $74.2B | 3.02% | |
| 14 | JKHYJack Henry & Associates | 378,902 | $69.2B | 2.82% | |
| 15 | QLYSQualys | 535,691 | $67.5B | 2.75% | |
| 16 | NSYNICE | 433,100 | $66.8B | 2.72% | |
| 17 | TECHBio Techne | 1,125,648 | $66.0B | 2.69% | |
| 18 | VEEVVeeva Systems | 283,185 | $65.6B | 2.67% | |
| 19 | RAMPLiveRamp Holdings | 2,373,215 | $62.0B | 2.52% | |
| 20 | CGNTCognyte Software | 6,665,590 | $52.0B | 2.12% | |
| 21 | VRNSVaronis Systems | 1,253,001 | $50.7B | 2.06% | |
| 22 | GNTXGentex | 2,085,578 | $48.6B | 1.98% | |
| 23 | RGENRepligen | 380,982 | $48.5B | 1.97% | |
| 24 | TWTradeweb Markets | 314,124 | $46.6B | 1.90% | |
| 25 | SEICSEI Investments | 520,906 | $40.4B | 1.65% | |
| 26 | NEOGNeogen | 4,610,506 | $40.0B | 1.63% | |
| 27 | MORNMorningstar | 128,075 | $38.4B | 1.56% | |
| 28 | NCNOnCino | 1,348,206 | $37.0B | 1.51% | |
| 29 | CGNXCognex | 1,187,814 | $35.4B | 1.44% | |
| 30 | SPSCSPS Commerce | 263,437 | $35.0B | 1.42% | |
| 31 | KRNTKornit Digital | 1,813,883 | $34.6B | 1.41% | |
| 32 | PAYCPaycom Software | 153,763 | $33.6B | 1.37% | |
| 33 | AKXANSYS | 105,446 | $33.4B | 1.36% | |
| 34 | DC4DexCom | 400,793 | $27.4B | 1.11% | |
| 35 | AZTAAzenta | 751,546 | $26.0B | 1.06% | |
| 36 | CRNCCerence | 2,982,162 | $23.6B | 0.96% | |
| 37 | GMEDGlobus Med Cl A | 294,841 | $21.6B | 0.88% | |
| 38 | STAASTAAR Surgical | 1,010,164 | $17.8B | 0.72% | |
| 39 | TREXTrex | 297,395 | $17.3B | 0.70% | |
| 40 | BLKBBlackbaud | 270,215 | $16.8B | 0.68% | |
| 41 | TYLTyler Technologies | 26,471 | $15.4B | 0.63% | |
| 42 | ICLRICON PLC | 73,680 | $12.9B | 0.52% | |
| 43 | MMSIMerit Medical Systems | 85,049 | $9.0B | 0.37% | |
| 44 | ORLYO'Reilly Automotive | 5,749 | $8.2B | 0.34% | |
| 45 | ALRMAlarm.Com Holdings | 119,332 | $6.6B | 0.27% | |
| 46 | HAEHaemonetics | 100,915 | $6.4B | 0.26% | |
| 47 | PODDInsulet | 16,900 | $4.4B | 0.18% | |
| 48 | CRLCharles River Labs | 27,800 | $4.2B | 0.17% | |
| 49 | MPWRMonolithic Power Systems | 7,098 | $4.1B | 0.17% | |
| 50 | DORMDorman Products | 20,343 | $2.5B | 0.10% | |
| 51 | FELEFranklin Electric | 25,000 | $2.3B | 0.10% | |
| 52 | PRLBProto Labs | 50,112 | $1.8B | 0.07% | |
| 53 | HOLXHologic | 23,780 | $1.5B | 0.06% | |
| 54 | TRMBTrimble | 22,000 | $1.4B | 0.06% | |
| 55 | SPYSpdr S&P 500 Series 1 | 2,535 | $1.4B | 0.06% | |
| 56 | DSGDescartes Systems Group | 11,633 | $1.2B | 0.05% | |
| 57 | TSAACI Worldwide | 18,385 | $1.0B | 0.04% | |
| 58 | ZBRAZebra Technologies | 3,300 | $932.4M | 0.04% | |
| 59 | NEONeoGenomics | 81,062 | $769.3M | 0.03% | |
| 60 | GHMGraham | 23,894 | $688.6M | 0.03% | |
| 61 | FROGJFrog | 11,265 | $360.5M | 0.01% | |
| 62 | AAPLApple | 1,316 | $292.3M | 0.01% | |
| 63 | VTYVerint Systems | 13,100 | $233.8M | 0.01% |