Filed: 5/15/2025ACC: 0001104659-25-049586
📋 What this filing means
AMERICAN CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $2.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$2.46B
Total AUM (reported)
41.86M
Total Shares
Allocation by class
COM$2.46B100.0%
Portfolio Concentration
Top 3$405.43M16.5%
4–10$619.86M25.2%
11–25$906.80M36.9%
Rest$525.44M21.4%
Top 3 weight
16.5%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 41.86M
Sole
Full voting authority
19.99M
shares
% of voting shares47.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.88M
shares
% of voting shares52.3%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 52.3% of voting shares
Institutional Holdings63
Rows:
CyberArk Software
SOLEShares498.77K
TypeSH
Market value$168.58M
6.86%
Sole
209.02K
Shared
0.00
None
289.75K
Fortinet
SOLEShares1.29M
TypeSH
Market value$123.86M
5.04%
Sole
420.36K
Shared
0.00
None
866.36K
AeroVironment
SOLEShares947.95K
TypeSH
Market value$112.99M
4.60%
Sole
451.30K
Shared
0.00
None
496.65K
Commvault Systems
SOLEShares675.19K
TypeSH
Market value$106.52M
4.33%
Sole
354.44K
Shared
0.00
None
320.75K
Medpace Holdings
SOLEShares324.81K
TypeSH
Market value$98.97M
4.03%
Sole
141.02K
Shared
0.00
None
183.79K
IDEXX Labs
SOLEShares221.61K
TypeSH
Market value$93.06M
3.79%
Sole
100.76K
Shared
0.00
None
120.85K
ResMed
SOLEShares394.53K
TypeSH
Market value$88.32M
3.59%
Sole
170.14K
Shared
0.00
None
224.39K
FactSet Research
SOLEShares177.63K
TypeSH
Market value$80.76M
3.29%
Sole
67.06K
Shared
0.00
None
110.57K
Kratos Defense
SOLEShares2.60M
TypeSH
Market value$77.13M
3.14%
Sole
1.36M
Shared
0.00
None
1.24M
Guidewire Software
SOLEShares400.86K
TypeSH
Market value$75.10M
3.06%
Sole
157.28K
Shared
0.00
None
243.58K
Manhattan Assocs
SOLEShares430.21K
TypeSH
Market value$74.44M
3.03%
Sole
194.65K
Shared
0.00
None
235.57K
CoStar Group
SOLEShares938.14K
TypeSH
Market value$74.33M
3.02%
Sole
431.07K
Shared
0.00
None
507.08K
RBC Bearings
SOLEShares230.50K
TypeSH
Market value$74.17M
3.02%
Sole
78.68K
Shared
0.00
None
151.82K
Jack Henry & Associates
SOLEShares378.90K
TypeSH
Market value$69.19M
2.82%
Sole
180.46K
Shared
0.00
None
198.44K
Qualys
SOLEShares535.69K
TypeSH
Market value$67.46M
2.75%
Sole
241.50K
Shared
0.00
None
294.19K
NICE
SOLEShares433.10K
TypeSH
Market value$66.77M
2.72%
Sole
195.03K
Shared
0.00
None
238.07K
Bio Techne
SOLEShares1.13M
TypeSH
Market value$66.00M
2.69%
Sole
542.13K
Shared
0.00
None
583.52K
Veeva Systems
SOLEShares283.19K
TypeSH
Market value$65.59M
2.67%
Sole
116.72K
Shared
0.00
None
166.47K
LiveRamp Holdings
SOLEShares2.37M
TypeSH
Market value$62.04M
2.52%
Sole
1.20M
Shared
0.00
None
1.18M
Cognyte Software
SOLEShares6.67M
TypeSH
Market value$51.99M
2.12%
Sole
3.07M
Shared
0.00
None
3.59M
Varonis Systems
SOLEShares1.25M
TypeSH
Market value$50.68M
2.06%
Sole
653.36K
Shared
0.00
None
599.64K
Gentex
SOLEShares2.09M
TypeSH
Market value$48.59M
1.98%
Sole
1.29M
Shared
0.00
None
795.97K
Repligen
SOLEShares380.98K
TypeSH
Market value$48.48M
1.97%
Sole
178.68K
Shared
0.00
None
202.30K
Tradeweb Markets
SOLEShares314.12K
TypeSH
Market value$46.63M
1.90%
Sole
90.32K
Shared
0.00
None
223.81K
SEI Investments
SOLEShares520.91K
TypeSH
Market value$40.44M
1.65%
Sole
224.05K
Shared
0.00
None
296.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CyberArk SoftwareSOLE | COM | 498.77K | SH | $168.58M 6.86% | 209.02K | 0.00 | 289.75K |
FortinetSOLE | COM | 1.29M | SH | $123.86M 5.04% | 420.36K | 0.00 | 866.36K |
AeroVironmentSOLE | COM | 947.95K | SH | $112.99M 4.60% | 451.30K | 0.00 | 496.65K |
Commvault SystemsSOLE | COM | 675.19K | SH | $106.52M 4.33% | 354.44K | 0.00 | 320.75K |
Medpace HoldingsSOLE | COM | 324.81K | SH | $98.97M 4.03% | 141.02K | 0.00 | 183.79K |
IDEXX LabsSOLE | COM | 221.61K | SH | $93.06M 3.79% | 100.76K | 0.00 | 120.85K |
ResMedSOLE | COM | 394.53K | SH | $88.32M 3.59% | 170.14K | 0.00 | 224.39K |
FactSet ResearchSOLE | COM | 177.63K | SH | $80.76M 3.29% | 67.06K | 0.00 | 110.57K |
Kratos DefenseSOLE | COM | 2.60M | SH | $77.13M 3.14% | 1.36M | 0.00 | 1.24M |
Guidewire SoftwareSOLE | COM | 400.86K | SH | $75.10M 3.06% | 157.28K | 0.00 | 243.58K |
Manhattan AssocsSOLE | COM | 430.21K | SH | $74.44M 3.03% | 194.65K | 0.00 | 235.57K |
CoStar GroupSOLE | COM | 938.14K | SH | $74.33M 3.02% | 431.07K | 0.00 | 507.08K |
RBC BearingsSOLE | COM | 230.50K | SH | $74.17M 3.02% | 78.68K | 0.00 | 151.82K |
Jack Henry & AssociatesSOLE | COM | 378.90K | SH | $69.19M 2.82% | 180.46K | 0.00 | 198.44K |
QualysSOLE | COM | 535.69K | SH | $67.46M 2.75% | 241.50K | 0.00 | 294.19K |
NICESOLE | COM | 433.10K | SH | $66.77M 2.72% | 195.03K | 0.00 | 238.07K |
Bio TechneSOLE | COM | 1.13M | SH | $66.00M 2.69% | 542.13K | 0.00 | 583.52K |
Veeva SystemsSOLE | COM | 283.19K | SH | $65.59M 2.67% | 116.72K | 0.00 | 166.47K |
LiveRamp HoldingsSOLE | COM | 2.37M | SH | $62.04M 2.52% | 1.20M | 0.00 | 1.18M |
Cognyte SoftwareSOLE | COM | 6.67M | SH | $51.99M 2.12% | 3.07M | 0.00 | 3.59M |
Varonis SystemsSOLE | COM | 1.25M | SH | $50.68M 2.06% | 653.36K | 0.00 | 599.64K |
GentexSOLE | COM | 2.09M | SH | $48.59M 1.98% | 1.29M | 0.00 | 795.97K |
RepligenSOLE | COM | 380.98K | SH | $48.48M 1.97% | 178.68K | 0.00 | 202.30K |
Tradeweb MarketsSOLE | COM | 314.12K | SH | $46.63M 1.90% | 90.32K | 0.00 | 223.81K |
SEI InvestmentsSOLE | COM | 520.91K | SH | $40.44M 1.65% | 224.05K | 0.00 | 296.86K |
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