Filed: 8/14/2025ACC: 0001104659-25-078772
📋 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 $2.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$2.41B
Total AUM (reported)
36.61M
Total Shares
Allocation by class
COM$2.41B100.0%
Portfolio Concentration
Top 3$492.72M20.4%
4–10$632.92M26.3%
11–25$856.31M35.5%
Rest$428.94M17.8%
Top 3 weight
20.4%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 36.61M
Sole
Full voting authority
15.55M
shares
% of voting shares42.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.07M
shares
% of voting shares57.5%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 57.5% of voting shares
Institutional Holdings63
Rows:
AeroVironment
SOLEShares757.43K
TypeSH
Market value$215.83M
8.95%
Sole
319.94K
Shared
0.00
None
437.49K
CyberArk Software
SOLEShares417.70K
TypeSH
Market value$169.95M
7.05%
Sole
156.37K
Shared
0.00
None
261.33K
Fortinet
SOLEShares1.01M
TypeSH
Market value$106.93M
4.44%
Sole
244.25K
Shared
0.00
None
767.22K
Kratos Defense
SOLEShares2.29M
TypeSH
Market value$106.57M
4.42%
Sole
1.09M
Shared
0.00
None
1.21M
IDEXX Labs
SOLEShares189K
TypeSH
Market value$101.37M
4.20%
Sole
74.23K
Shared
0.00
None
114.77K
Commvault Systems
SOLEShares553.09K
TypeSH
Market value$96.42M
4.00%
Sole
263.39K
Shared
0.00
None
289.69K
Medpace Holdings
SOLEShares265.43K
TypeSH
Market value$83.31M
3.46%
Sole
104.69K
Shared
0.00
None
160.74K
RBC Bearings
SOLEShares214.56K
TypeSH
Market value$82.56M
3.42%
Sole
68.72K
Shared
0.00
None
145.84K
ResMed
SOLEShares317.92K
TypeSH
Market value$82.02M
3.40%
Sole
111.11K
Shared
0.00
None
206.80K
Guidewire Software
SOLEShares342.61K
TypeSH
Market value$80.67M
3.35%
Sole
127.98K
Shared
0.00
None
214.63K
Manhattan Assocs
SOLEShares375.52K
TypeSH
Market value$74.15M
3.08%
Sole
157.55K
Shared
0.00
None
217.97K
FactSet Research
SOLEShares157.82K
TypeSH
Market value$70.59M
2.93%
Sole
55.03K
Shared
0.00
None
102.79K
Veeva Systems
SOLEShares230.27K
TypeSH
Market value$66.31M
2.75%
Sole
78.75K
Shared
0.00
None
151.52K
LiveRamp Holdings
SOLEShares1.99M
TypeSH
Market value$65.78M
2.73%
Sole
832.44K
Shared
0.00
None
1.16M
CoStar Group
SOLEShares795.96K
TypeSH
Market value$64.00M
2.65%
Sole
331.24K
Shared
0.00
None
464.72K
Cognyte Software
SOLEShares6.71M
TypeSH
Market value$62.02M
2.57%
Sole
3.05M
Shared
0.00
None
3.66M
Varonis Systems
SOLEShares1.18M
TypeSH
Market value$59.88M
2.48%
Sole
581.50K
Shared
0.00
None
598.38K
Qualys
SOLEShares417.25K
TypeSH
Market value$59.61M
2.47%
Sole
153.21K
Shared
0.00
None
264.04K
NICE
SOLEShares329.28K
TypeSH
Market value$55.62M
2.31%
Sole
130.20K
Shared
0.00
None
199.08K
nCino
SOLEShares1.96M
TypeSH
Market value$54.71M
2.27%
Sole
817.31K
Shared
0.00
None
1.14M
Jack Henry & Associates
SOLEShares275.40K
TypeSH
Market value$49.62M
2.06%
Sole
99.97K
Shared
0.00
None
175.42K
Bio Techne
SOLEShares951.61K
TypeSH
Market value$48.96M
2.03%
Sole
409.16K
Shared
0.00
None
542.46K
Tradeweb Markets
SOLEShares289.82K
TypeSH
Market value$42.43M
1.76%
Sole
91.99K
Shared
0.00
None
197.83K
SEI Investments
SOLEShares463.78K
TypeSH
Market value$41.67M
1.73%
Sole
181.06K
Shared
0.00
None
282.71K
Repligen
SOLEShares329.28K
TypeSH
Market value$40.96M
1.70%
Sole
141.61K
Shared
0.00
None
187.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AeroVironmentSOLE | COM | 757.43K | SH | $215.83M 8.95% | 319.94K | 0.00 | 437.49K |
CyberArk SoftwareSOLE | COM | 417.70K | SH | $169.95M 7.05% | 156.37K | 0.00 | 261.33K |
FortinetSOLE | COM | 1.01M | SH | $106.93M 4.44% | 244.25K | 0.00 | 767.22K |
Kratos DefenseSOLE | COM | 2.29M | SH | $106.57M 4.42% | 1.09M | 0.00 | 1.21M |
IDEXX LabsSOLE | COM | 189K | SH | $101.37M 4.20% | 74.23K | 0.00 | 114.77K |
Commvault SystemsSOLE | COM | 553.09K | SH | $96.42M 4.00% | 263.39K | 0.00 | 289.69K |
Medpace HoldingsSOLE | COM | 265.43K | SH | $83.31M 3.46% | 104.69K | 0.00 | 160.74K |
RBC BearingsSOLE | COM | 214.56K | SH | $82.56M 3.42% | 68.72K | 0.00 | 145.84K |
ResMedSOLE | COM | 317.92K | SH | $82.02M 3.40% | 111.11K | 0.00 | 206.80K |
Guidewire SoftwareSOLE | COM | 342.61K | SH | $80.67M 3.35% | 127.98K | 0.00 | 214.63K |
Manhattan AssocsSOLE | COM | 375.52K | SH | $74.15M 3.08% | 157.55K | 0.00 | 217.97K |
FactSet ResearchSOLE | COM | 157.82K | SH | $70.59M 2.93% | 55.03K | 0.00 | 102.79K |
Veeva SystemsSOLE | COM | 230.27K | SH | $66.31M 2.75% | 78.75K | 0.00 | 151.52K |
LiveRamp HoldingsSOLE | COM | 1.99M | SH | $65.78M 2.73% | 832.44K | 0.00 | 1.16M |
CoStar GroupSOLE | COM | 795.96K | SH | $64.00M 2.65% | 331.24K | 0.00 | 464.72K |
Cognyte SoftwareSOLE | COM | 6.71M | SH | $62.02M 2.57% | 3.05M | 0.00 | 3.66M |
Varonis SystemsSOLE | COM | 1.18M | SH | $59.88M 2.48% | 581.50K | 0.00 | 598.38K |
QualysSOLE | COM | 417.25K | SH | $59.61M 2.47% | 153.21K | 0.00 | 264.04K |
NICESOLE | COM | 329.28K | SH | $55.62M 2.31% | 130.20K | 0.00 | 199.08K |
nCinoSOLE | COM | 1.96M | SH | $54.71M 2.27% | 817.31K | 0.00 | 1.14M |
Jack Henry & AssociatesSOLE | COM | 275.40K | SH | $49.62M 2.06% | 99.97K | 0.00 | 175.42K |
Bio TechneSOLE | COM | 951.61K | SH | $48.96M 2.03% | 409.16K | 0.00 | 542.46K |
Tradeweb MarketsSOLE | COM | 289.82K | SH | $42.43M 1.76% | 91.99K | 0.00 | 197.83K |
SEI InvestmentsSOLE | COM | 463.78K | SH | $41.67M 1.73% | 181.06K | 0.00 | 282.71K |
RepligenSOLE | COM | 329.28K | SH | $40.96M 1.70% | 141.61K | 0.00 | 187.67K |
Page 1 of 3