AMERICAN CAPITAL MANAGEMENT INC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.3T
Holdings
68
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPXAEROVIRONMENT INC | 647,710 | $156.7B | 6.91% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 342,015 | $152.6B | 6.73% | |
| 3 | MEDPMEDPACE HOLDINGS INC | 224,374 | $126.0B | 5.56% | |
| 4 | KTOSKRATOS DEFENSE & SECURITY SOLUTIONS INC | 1,634,493 | $124.1B | 5.47% | |
| 5 | IDXXIDEXX LABORATORIES INC | 181,745 | $123.0B | 5.42% | |
| 6 | RBCRBC BEARINGS INC | 214,117 | $96.0B | 4.24% | |
| 7 | RMERESMED INC | 306,956 | $73.9B | 3.26% | |
| 8 | FTNTFORTINET INC | 925,753 | $73.5B | 3.24% | |
| 9 | CVLTCOMMVAULT SYSTEMS INC | 533,806 | $66.9B | 2.95% | |
| 10 | GWREGUIDEWIRE SOFTWARE INC | 325,432 | $65.4B | 2.89% | |
| 11 | MANHMANHATTAN ASSOCIATES INC | 366,860 | $63.6B | 2.81% | |
| 12 | CGNTCOGNYTE SOFTWARE LTD | 6,708,394 | $63.1B | 2.78% | |
| 13 | CSGPCOSTAR GROUP INC | 825,340 | $55.5B | 2.45% | |
| 14 | TECHBIO-TECHNE CORP | 941,149 | $55.3B | 2.44% | |
| 15 | RAMPLIVE RAMP HOLDINGS INC | 1,877,756 | $55.1B | 2.43% | |
| 16 | RGENREPLIGEN CORP | 335,115 | $54.9B | 2.42% | |
| 17 | QLYSQUALYS INC | 404,119 | $53.7B | 2.37% | |
| 18 | NCNONCINO INC | 2,027,809 | $52.0B | 2.29% | |
| 19 | VEEVVEEVA SYSTEMS INC | 222,425 | $49.7B | 2.19% | |
| 20 | VRNSVARONIS SYSTEMS INC | 1,509,039 | $49.5B | 2.18% | |
| 21 | SEICSEI INVESTMENTS CO | 574,819 | $47.1B | 2.08% | |
| 22 | JKHYJACK HENRY & ASSOCIATES INC | 251,337 | $45.9B | 2.02% | |
| 23 | 1GSNNOVANTA INC | 381,866 | $45.4B | 2.00% | |
| 24 | GMEDGLOBUS MEDICAL INC | 486,212 | $42.5B | 1.87% | |
| 25 | FDSFACTSET RESEARCH SYSTEMS INC | 134,951 | $39.2B | 1.73% | |
| 26 | AZTAAZENTA INC | 1,021,436 | $34.0B | 1.50% | |
| 27 | NSYNICE LTD | 291,494 | $33.0B | 1.45% | |
| 28 | PRLBPROTO LABS INC | 631,311 | $31.9B | 1.41% | |
| 29 | CRNCCERENCE INC | 2,655,131 | $28.4B | 1.25% | |
| 30 | TWTRADEWEB MARKETS INC | 258,715 | $27.8B | 1.23% | |
| 31 | SPSCSPS COMMERCE INC | 306,786 | $27.3B | 1.21% | |
| 32 | NEONEOGENOMICS INC | 2,324,366 | $27.3B | 1.21% | |
| 33 | MORNMORNINGSTAR INC | 113,064 | $24.6B | 1.08% | |
| 34 | AAONAAON INC | 271,737 | $20.7B | 0.91% | |
| 35 | STAASTAAR SURGICAL CO | 739,536 | $17.1B | 0.75% | |
| 36 | IPGPIPG PHOTONICS CORP | 235,554 | $16.9B | 0.74% | |
| 37 | DC4DEXCOM INC | 248,774 | $16.5B | 0.73% | |
| 38 | GNTXGENTEX CORP | 579,892 | $13.5B | 0.60% | |
| 39 | CGNXCOGNEX CORP | 364,373 | $13.1B | 0.58% | |
| 40 | TYLTYLER TECHNOLOGIES INC | 22,039 | $10.0B | 0.44% | |
| 41 | NEOGNEOGEN CORP | 1,397,898 | $9.8B | 0.43% | |
| 42 | SNPSSYNOPSYS INC | 20,436 | $9.6B | 0.42% | |
| 43 | MMSIMERIT MEDICAL SYSTEMS INC | 93,083 | $8.2B | 0.36% | |
| 44 | ORLYO'REILLY AUTOMOTIVE INC | 86,235 | $7.9B | 0.35% | |
| 45 | HAEHAEMONETICS CORP | 74,415 | $6.0B | 0.26% | |
| 46 | SMMDISHARES TRUST | 78,709 | $5.9B | 0.26% | |
| 47 | MPWRMONOLITHIC POWER SYSTEMS INC | 6,488 | $5.9B | 0.26% | |
| 48 | PODDINSULET CORP | 18,890 | $5.4B | 0.24% | |
| 49 | ICLRICON PLC | 23,732 | $4.3B | 0.19% | |
| 50 | KRNTKORNIT DIGITAL LTD | 284,628 | $4.1B | 0.18% | |
| 51 | ALRMALARM.COM HOLDINGS INC | 73,687 | $3.8B | 0.17% | |
| 52 | KWRQuaker Houghton | 26,146 | $3.6B | 0.16% | |
| 53 | GHMGRAHAM CORP | 46,803 | $3.0B | 0.13% | |
| 54 | DORMDORMAN PRODUCTS INC | 20,407 | $2.5B | 0.11% | |
| 55 | FELEFRANKLIN ELECTRIC CO INC | 22,000 | $2.1B | 0.09% | |
| 56 | SPYSPDR S&P 500 ETF TRUST | 2,535 | $1.7B | 0.08% | |
| 57 | TRMBTRIMBLE INC | 19,000 | $1.5B | 0.07% | |
| 58 | DSGDESCARTES SYSTEMS GROUP INC (THE) | 16,949 | $1.5B | 0.07% | |
| 59 | VSECVSE CORP | 7,523 | $1.3B | 0.06% | |
| 60 | HOLXHOLOGIC INC | 16,280 | $1.2B | 0.05% | |
| 61 | TSAACI WORLDWIDE INC | 18,410 | $880.0M | 0.04% | |
| 62 | BLKBBLACKBAUD INC | 12,930 | $818.0M | 0.04% | |
| 63 | ZBRAZEBRA TECHNOLOGIES CORP | 3,300 | $801.0M | 0.04% | |
| 64 | AAPLAPPLE INC | 2,800 | $761.0M | 0.03% | |
| 65 | FROGJFROG LTD | 10,945 | $683.0M | 0.03% | |
| 66 | ILMNILLUMINA INC | 2,220 | $291.0M | 0.01% | |
| 67 | MRKMERCK & COMPANY INC | 2,100 | $221.0M | 0.01% | |
| 68 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 353 | $212.0M | 0.01% |