Filed: 5/15/2026ACC: 0001104659-26-062771
📋 What this filing means
AMERICAN CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $1.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$1.86B
Total AUM (reported)
34.99M
Total Shares
Allocation by class
COM$1.86B100.0%
CONV PR$541.8K0.0%
Portfolio Concentration
Top 3$300.00M16.1%
4–10$493.52M26.5%
11–25$648.82M34.8%
Rest$419.56M22.5%
Top 3 weight
16.1%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 34.99M
Sole
Full voting authority
15.53M
shares
% of voting shares44.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
19.46M
shares
% of voting shares55.6%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeNone · 55.6% of voting shares
Institutional Holdings75
Rows:
MEDPACE HOLDINGS INC
SOLEShares217.95K
TypeSH
Market value$104.66M
5.62%
Sole
89.70K
Shared
0.00
None
128.24K
PALO ALTO NETWORKS INC
SOLEShares624.08K
TypeSH
Market value$100.05M
5.37%
Sole
241.69K
Shared
0.00
None
382.40K
RBC BEARINGS INC
SOLEShares175.44K
TypeSH
Market value$95.29M
5.12%
Sole
68.36K
Shared
0.00
None
107.09K
IDEXX LABORATORIES INC
SOLEShares166.06K
TypeSH
Market value$93.31M
5.01%
Sole
76.45K
Shared
0.00
None
89.61K
AEROVIRONMENT INC
SOLEShares436.37K
TypeSH
Market value$79.88M
4.29%
Sole
178.62K
Shared
0.00
None
257.75K
KRATOS DEFENSE & SECURITY SOLUTIONS INC
SOLEShares1.07M
TypeSH
Market value$75.58M
4.06%
Sole
507.18K
Shared
0.00
None
564.73K
FORTINET INC
SOLEShares828.92K
TypeSH
Market value$67.74M
3.64%
Sole
236.92K
Shared
0.00
None
592K
SEI INVESTMENTS CO
SOLEShares768.62K
TypeSH
Market value$60.31M
3.24%
Sole
352.11K
Shared
0.00
None
416.51K
RESMED INC
SOLEShares265.40K
TypeSH
Market value$59.58M
3.20%
Sole
111.93K
Shared
0.00
None
153.47K
GLOBUS MEDICAL INC
SOLEShares663.05K
TypeSH
Market value$57.13M
3.07%
Sole
334.30K
Shared
0.00
None
328.75K
BIO-TECHNE CORP
SOLEShares1.02M
TypeSH
Market value$53.36M
2.87%
Sole
485.46K
Shared
0.00
None
535.67K
COGNYTE SOFTWARE LTD
SOLEShares6.50M
TypeSH
Market value$52.62M
2.83%
Sole
3.08M
Shared
0.00
None
3.41M
VARONIS SYSTEMS INC
SOLEShares2.33M
TypeSH
Market value$49.99M
2.68%
Sole
1.18M
Shared
0.00
None
1.15M
LIVE RAMP HOLDINGS INC
SOLEShares1.86M
TypeSH
Market value$49.42M
2.65%
Sole
810.06K
Shared
0.00
None
1.05M
GUIDEWIRE SOFTWARE INC
SOLEShares324.20K
TypeSH
Market value$48.49M
2.60%
Sole
129.32K
Shared
0.00
None
194.87K
MANHATTAN ASSOCIATES INC
SOLEShares357.81K
TypeSH
Market value$47.63M
2.56%
Sole
176.20K
Shared
0.00
None
181.60K
NOVANTA INC
SOLEShares373.87K
TypeSH
Market value$44.16M
2.37%
Sole
169.03K
Shared
0.00
None
204.84K
REPLIGEN CORP
SOLEShares357.72K
TypeSH
Market value$42.15M
2.26%
Sole
153.44K
Shared
0.00
None
204.28K
COMMVAULT SYSTEMS INC
SOLEShares540.85K
TypeSH
Market value$42.13M
2.26%
Sole
258.56K
Shared
0.00
None
282.28K
DYNATRACE INC
SOLEShares1.05M
TypeSH
Market value$38.99M
2.09%
Sole
511.78K
Shared
0.00
None
542.48K
JACK HENRY & ASSOCIATES INC
SOLEShares243.07K
TypeSH
Market value$38.42M
2.06%
Sole
93.35K
Shared
0.00
None
149.73K
VEEVA SYSTEMS INC
SOLEShares206.22K
TypeSH
Market value$36.22M
1.95%
Sole
80.09K
Shared
0.00
None
126.12K
PROTO LABS INC
SOLEShares627.71K
TypeSH
Market value$35.79M
1.92%
Sole
313.86K
Shared
0.00
None
313.84K
NCINO INC
SOLEShares2.38M
TypeSH
Market value$35.58M
1.91%
Sole
1.10M
Shared
0.00
None
1.28M
TYLER TECHNOLOGIES INC
SOLEShares98.94K
TypeSH
Market value$33.88M
1.82%
Sole
41.84K
Shared
0.00
None
57.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MEDPACE HOLDINGS INCSOLE | COM | 217.95K | SH | $104.66M 5.62% | 89.70K | 0.00 | 128.24K |
PALO ALTO NETWORKS INCSOLE | COM | 624.08K | SH | $100.05M 5.37% | 241.69K | 0.00 | 382.40K |
RBC BEARINGS INCSOLE | COM | 175.44K | SH | $95.29M 5.12% | 68.36K | 0.00 | 107.09K |
IDEXX LABORATORIES INCSOLE | COM | 166.06K | SH | $93.31M 5.01% | 76.45K | 0.00 | 89.61K |
AEROVIRONMENT INCSOLE | COM | 436.37K | SH | $79.88M 4.29% | 178.62K | 0.00 | 257.75K |
KRATOS DEFENSE & SECURITY SOLUTIONS INCSOLE | COM | 1.07M | SH | $75.58M 4.06% | 507.18K | 0.00 | 564.73K |
FORTINET INCSOLE | COM | 828.92K | SH | $67.74M 3.64% | 236.92K | 0.00 | 592K |
SEI INVESTMENTS COSOLE | COM | 768.62K | SH | $60.31M 3.24% | 352.11K | 0.00 | 416.51K |
RESMED INCSOLE | COM | 265.40K | SH | $59.58M 3.20% | 111.93K | 0.00 | 153.47K |
GLOBUS MEDICAL INCSOLE | COM | 663.05K | SH | $57.13M 3.07% | 334.30K | 0.00 | 328.75K |
BIO-TECHNE CORPSOLE | COM | 1.02M | SH | $53.36M 2.87% | 485.46K | 0.00 | 535.67K |
COGNYTE SOFTWARE LTDSOLE | COM | 6.50M | SH | $52.62M 2.83% | 3.08M | 0.00 | 3.41M |
VARONIS SYSTEMS INCSOLE | COM | 2.33M | SH | $49.99M 2.68% | 1.18M | 0.00 | 1.15M |
LIVE RAMP HOLDINGS INCSOLE | COM | 1.86M | SH | $49.42M 2.65% | 810.06K | 0.00 | 1.05M |
GUIDEWIRE SOFTWARE INCSOLE | COM | 324.20K | SH | $48.49M 2.60% | 129.32K | 0.00 | 194.87K |
MANHATTAN ASSOCIATES INCSOLE | COM | 357.81K | SH | $47.63M 2.56% | 176.20K | 0.00 | 181.60K |
NOVANTA INCSOLE | COM | 373.87K | SH | $44.16M 2.37% | 169.03K | 0.00 | 204.84K |
REPLIGEN CORPSOLE | COM | 357.72K | SH | $42.15M 2.26% | 153.44K | 0.00 | 204.28K |
COMMVAULT SYSTEMS INCSOLE | COM | 540.85K | SH | $42.13M 2.26% | 258.56K | 0.00 | 282.28K |
DYNATRACE INCSOLE | COM | 1.05M | SH | $38.99M 2.09% | 511.78K | 0.00 | 542.48K |
JACK HENRY & ASSOCIATES INCSOLE | COM | 243.07K | SH | $38.42M 2.06% | 93.35K | 0.00 | 149.73K |
VEEVA SYSTEMS INCSOLE | COM | 206.22K | SH | $36.22M 1.95% | 80.09K | 0.00 | 126.12K |
PROTO LABS INCSOLE | COM | 627.71K | SH | $35.79M 1.92% | 313.86K | 0.00 | 313.84K |
NCINO INCSOLE | COM | 2.38M | SH | $35.58M 1.91% | 1.10M | 0.00 | 1.28M |
TYLER TECHNOLOGIES INCSOLE | COM | 98.94K | SH | $33.88M 1.82% | 41.84K | 0.00 | 57.10K |
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