Filed: 11/14/2025ACC: 0001104659-25-112700
📋 What this filing means
AMERICAN CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $2.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$2.51B
Total AUM (reported)
36M
Total Shares
Allocation by class
COM$2.51B100.0%
Portfolio Concentration
Top 3$579.82M23.1%
4–10$676.47M26.9%
11–25$811.34M32.3%
Rest$442.48M17.6%
Top 3 weight
23.1%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 36M
Sole
Full voting authority
15.71M
shares
% of voting shares43.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.30M
shares
% of voting shares56.4%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 56.4% of voting shares
Institutional Holdings68
Rows:
AEROVIRONMENT INC
SOLEShares721.11K
TypeSH
Market value$227.07M
9.05%
Sole
306.19K
Shared
0.00
None
414.92K
KRATOS DEFENSE & SECURITY SOLUTIONS INC
SOLEShares2.01M
TypeSH
Market value$183.65M
7.32%
Sole
938.76K
Shared
0.00
None
1.07M
CYBERARK SOFTWARE LTD
SOLEShares349.98K
TypeSH
Market value$169.09M
6.74%
Sole
129.20K
Shared
0.00
None
220.78K
MEDPACE HOLDINGS INC
SOLEShares248.76K
TypeSH
Market value$127.90M
5.10%
Sole
102.50K
Shared
0.00
None
146.26K
IDEXX LABORATORIES INC
SOLEShares184.30K
TypeSH
Market value$117.75M
4.69%
Sole
76.09K
Shared
0.00
None
108.21K
COMMVAULT SYSTEMS INC
SOLEShares534.41K
TypeSH
Market value$100.89M
4.02%
Sole
260.33K
Shared
0.00
None
274.08K
RESMED INC
SOLEShares310.85K
TypeSH
Market value$85.09M
3.39%
Sole
117.21K
Shared
0.00
None
193.64K
RBC BEARINGS INC
SOLEShares217.82K
TypeSH
Market value$85.01M
3.39%
Sole
78.43K
Shared
0.00
None
139.38K
FORTINET INC
SOLEShares963.36K
TypeSH
Market value$81.00M
3.23%
Sole
260.91K
Shared
0.00
None
702.45K
VARONIS SYSTEMS INC
SOLEShares1.37M
TypeSH
Market value$78.84M
3.14%
Sole
624.63K
Shared
0.00
None
747.17K
GUIDEWIRE SOFTWARE INC
SOLEShares332.08K
TypeSH
Market value$76.33M
3.04%
Sole
129.70K
Shared
0.00
None
202.38K
MANHATTAN ASSOCIATES INC
SOLEShares361.32K
TypeSH
Market value$74.06M
2.95%
Sole
162.50K
Shared
0.00
None
198.82K
COSTAR GROUP INC
SOLEShares793.66K
TypeSH
Market value$66.96M
2.67%
Sole
340.79K
Shared
0.00
None
452.87K
VEEVA SYSTEMS INC
SOLEShares222.16K
TypeSH
Market value$66.18M
2.64%
Sole
79.58K
Shared
0.00
None
142.58K
COGNYTE SOFTWARE LTD
SOLEShares6.75M
TypeSH
Market value$56.72M
2.26%
Sole
3.11M
Shared
0.00
None
3.64M
NCINO INC
SOLEShares2.04M
TypeSH
Market value$55.31M
2.20%
Sole
895.19K
Shared
0.00
None
1.15M
QUALYS INC
SOLEShares412.95K
TypeSH
Market value$54.65M
2.18%
Sole
161.05K
Shared
0.00
None
251.90K
BIO-TECHNE CORP
SOLEShares960.45K
TypeSH
Market value$53.43M
2.13%
Sole
390.10K
Shared
0.00
None
570.35K
LIVE RAMP HOLDINGS INC
SOLEShares1.93M
TypeSH
Market value$52.28M
2.08%
Sole
816.51K
Shared
0.00
None
1.11M
SEI INVESTMENTS CO
SOLEShares565.12K
TypeSH
Market value$47.95M
1.91%
Sole
228.75K
Shared
0.00
None
336.37K
NICE LTD
SOLEShares313.43K
TypeSH
Market value$45.38M
1.81%
Sole
127.42K
Shared
0.00
None
186.01K
REPLIGEN CORP
SOLEShares336.86K
TypeSH
Market value$45.03M
1.79%
Sole
136.40K
Shared
0.00
None
200.46K
FACTSET RESEARCH SYSTEMS INC
SOLEShares155.30K
TypeSH
Market value$44.49M
1.77%
Sole
56.88K
Shared
0.00
None
98.42K
JACK HENRY & ASSOCIATES INC
SOLEShares263.12K
TypeSH
Market value$39.19M
1.56%
Sole
96.03K
Shared
0.00
None
167.09K
CERENCE INC
SOLEShares2.68M
TypeSH
Market value$33.38M
1.33%
Sole
1.47M
Shared
0.00
None
1.21M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AEROVIRONMENT INCSOLE | COM | 721.11K | SH | $227.07M 9.05% | 306.19K | 0.00 | 414.92K |
KRATOS DEFENSE & SECURITY SOLUTIONS INCSOLE | COM | 2.01M | SH | $183.65M 7.32% | 938.76K | 0.00 | 1.07M |
CYBERARK SOFTWARE LTDSOLE | COM | 349.98K | SH | $169.09M 6.74% | 129.20K | 0.00 | 220.78K |
MEDPACE HOLDINGS INCSOLE | COM | 248.76K | SH | $127.90M 5.10% | 102.50K | 0.00 | 146.26K |
IDEXX LABORATORIES INCSOLE | COM | 184.30K | SH | $117.75M 4.69% | 76.09K | 0.00 | 108.21K |
COMMVAULT SYSTEMS INCSOLE | COM | 534.41K | SH | $100.89M 4.02% | 260.33K | 0.00 | 274.08K |
RESMED INCSOLE | COM | 310.85K | SH | $85.09M 3.39% | 117.21K | 0.00 | 193.64K |
RBC BEARINGS INCSOLE | COM | 217.82K | SH | $85.01M 3.39% | 78.43K | 0.00 | 139.38K |
FORTINET INCSOLE | COM | 963.36K | SH | $81.00M 3.23% | 260.91K | 0.00 | 702.45K |
VARONIS SYSTEMS INCSOLE | COM | 1.37M | SH | $78.84M 3.14% | 624.63K | 0.00 | 747.17K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 332.08K | SH | $76.33M 3.04% | 129.70K | 0.00 | 202.38K |
MANHATTAN ASSOCIATES INCSOLE | COM | 361.32K | SH | $74.06M 2.95% | 162.50K | 0.00 | 198.82K |
COSTAR GROUP INCSOLE | COM | 793.66K | SH | $66.96M 2.67% | 340.79K | 0.00 | 452.87K |
VEEVA SYSTEMS INCSOLE | COM | 222.16K | SH | $66.18M 2.64% | 79.58K | 0.00 | 142.58K |
COGNYTE SOFTWARE LTDSOLE | COM | 6.75M | SH | $56.72M 2.26% | 3.11M | 0.00 | 3.64M |
NCINO INCSOLE | COM | 2.04M | SH | $55.31M 2.20% | 895.19K | 0.00 | 1.15M |
QUALYS INCSOLE | COM | 412.95K | SH | $54.65M 2.18% | 161.05K | 0.00 | 251.90K |
BIO-TECHNE CORPSOLE | COM | 960.45K | SH | $53.43M 2.13% | 390.10K | 0.00 | 570.35K |
LIVE RAMP HOLDINGS INCSOLE | COM | 1.93M | SH | $52.28M 2.08% | 816.51K | 0.00 | 1.11M |
SEI INVESTMENTS COSOLE | COM | 565.12K | SH | $47.95M 1.91% | 228.75K | 0.00 | 336.37K |
NICE LTDSOLE | COM | 313.43K | SH | $45.38M 1.81% | 127.42K | 0.00 | 186.01K |
REPLIGEN CORPSOLE | COM | 336.86K | SH | $45.03M 1.79% | 136.40K | 0.00 | 200.46K |
FACTSET RESEARCH SYSTEMS INCSOLE | COM | 155.30K | SH | $44.49M 1.77% | 56.88K | 0.00 | 98.42K |
JACK HENRY & ASSOCIATES INCSOLE | COM | 263.12K | SH | $39.19M 1.56% | 96.03K | 0.00 | 167.09K |
CERENCE INCSOLE | COM | 2.68M | SH | $33.38M 1.33% | 1.47M | 0.00 | 1.21M |
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