AMERICAN CAPITAL MANAGEMENT INC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.4T
Holdings
63
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPXAeroVironment | 757,433 | $215.8B | 8.95% | |
| 2 | CYBRCyberArk Software | 417,703 | $170.0B | 7.05% | |
| 3 | FTNTFortinet | 1,011,471 | $106.9B | 4.44% | |
| 4 | KTOSKratos Defense | 2,294,358 | $106.6B | 4.42% | |
| 5 | IDXXIDEXX Labs | 189,000 | $101.4B | 4.20% | |
| 6 | CVLTCommvault Systems | 553,088 | $96.4B | 4.00% | |
| 7 | MEDPMedpace Holdings | 265,431 | $83.3B | 3.46% | |
| 8 | RBCRBC Bearings | 214,563 | $82.6B | 3.42% | |
| 9 | RMEResMed | 317,916 | $82.0B | 3.40% | |
| 10 | GWREGuidewire Software | 342,611 | $80.7B | 3.35% | |
| 11 | MANHManhattan Assocs | 375,522 | $74.2B | 3.08% | |
| 12 | FDSFactSet Research | 157,823 | $70.6B | 2.93% | |
| 13 | VEEVVeeva Systems | 230,272 | $66.3B | 2.75% | |
| 14 | RAMPLiveRamp Holdings | 1,991,014 | $65.8B | 2.73% | |
| 15 | CSGPCoStar Group | 795,961 | $64.0B | 2.65% | |
| 16 | CGNTCognyte Software | 6,712,241 | $62.0B | 2.57% | |
| 17 | VRNSVaronis Systems | 1,179,877 | $59.9B | 2.48% | |
| 18 | QLYSQualys | 417,253 | $59.6B | 2.47% | |
| 19 | NSYNICE | 329,282 | $55.6B | 2.31% | |
| 20 | NCNOnCino | 1,955,856 | $54.7B | 2.27% | |
| 21 | JKHYJack Henry & Associates | 275,396 | $49.6B | 2.06% | |
| 22 | TECHBio Techne | 951,614 | $49.0B | 2.03% | |
| 23 | TWTradeweb Markets | 289,819 | $42.4B | 1.76% | |
| 24 | SEICSEI Investments | 463,776 | $41.7B | 1.73% | |
| 25 | RGENRepligen | 329,281 | $41.0B | 1.70% | |
| 26 | AKXANSYS | 99,857 | $35.1B | 1.45% | |
| 27 | SPSCSPS Commerce | 232,467 | $31.6B | 1.31% | |
| 28 | DC4DexCom | 355,573 | $31.0B | 1.29% | |
| 29 | MORNMorningstar | 97,479 | $30.6B | 1.27% | |
| 30 | CRNCCerence | 2,796,364 | $28.6B | 1.18% | |
| 31 | GMEDGlobus Medical | 483,522 | $28.5B | 1.18% | |
| 32 | KRNTKornit Digital | 1,363,611 | $27.1B | 1.13% | |
| 33 | PAYCPaycom Software | 108,027 | $25.0B | 1.04% | |
| 34 | AZTAAzenta | 785,324 | $24.2B | 1.00% | |
| 35 | GNTXGentex | 795,464 | $17.5B | 0.73% | |
| 36 | NEOGNeogen | 3,339,316 | $16.0B | 0.66% | |
| 37 | TYLTyler Technologies | 24,976 | $14.8B | 0.61% | |
| 38 | CGNXCognex | 451,462 | $14.3B | 0.59% | |
| 39 | TREXTrex | 262,784 | $14.3B | 0.59% | |
| 40 | STAASTAAR Surgical | 784,914 | $13.2B | 0.55% | |
| 41 | MMSIMerit Medical Systems | 87,099 | $8.1B | 0.34% | |
| 42 | ORLYO'Reilly Automotive | 86,235 | $7.8B | 0.32% | |
| 43 | NEONeoGenomics | 1,061,873 | $7.8B | 0.32% | |
| 44 | HAEHaemonetics | 100,915 | $7.5B | 0.31% | |
| 45 | ICLRICON PLC | 49,226 | $7.2B | 0.30% | |
| 46 | ALRMAlarm.Com Holdings | 110,144 | $6.2B | 0.26% | |
| 47 | PODDInsulet | 17,315 | $5.4B | 0.23% | |
| 48 | MPWRMonolithic Power Systems | 7,015 | $5.1B | 0.21% | |
| 49 | BLKBBlackbaud | 52,949 | $3.4B | 0.14% | |
| 50 | DORMDorman Products | 20,358 | $2.5B | 0.10% | |
| 51 | FELEFranklin Electric | 25,000 | $2.2B | 0.09% | |
| 52 | PRLBProto Labs | 54,027 | $2.2B | 0.09% | |
| 53 | GHMGraham | 40,449 | $2.0B | 0.08% | |
| 54 | TRMBTrimble | 22,000 | $1.7B | 0.07% | |
| 55 | SPYSpdr S&P 500 Series 1 | 2,535 | $1.6B | 0.06% | |
| 56 | HOLXHologic | 23,780 | $1.5B | 0.06% | |
| 57 | DSGDescartes Systems Group | 11,213 | $1.1B | 0.05% | |
| 58 | ZBRAZebra Technologies | 3,300 | $1.0B | 0.04% | |
| 59 | TSAACI Worldwide | 18,400 | $844.7M | 0.04% | |
| 60 | VSECVSE | 4,453 | $583.3M | 0.02% | |
| 61 | AAPLApple | 2,800 | $574.5M | 0.02% | |
| 62 | FROGJFrog | 11,445 | $502.2M | 0.02% | |
| 63 | ILMNIllumina | 2,275 | $217.1M | 0.01% |