AMERICAN CAPITAL MANAGEMENT INC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.5T
Holdings
68
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPXAEROVIRONMENT INC | 721,110 | $227.1B | 9.05% | |
| 2 | KTOSKRATOS DEFENSE & SECURITY SOLUTIONS INC | 2,010,001 | $183.7B | 7.32% | |
| 3 | CYBRCYBERARK SOFTWARE LTD | 349,980 | $169.1B | 6.74% | |
| 4 | MEDPMEDPACE HOLDINGS INC | 248,757 | $127.9B | 5.10% | |
| 5 | IDXXIDEXX LABORATORIES INC | 184,298 | $117.7B | 4.69% | |
| 6 | CVLTCOMMVAULT SYSTEMS INC | 534,413 | $100.9B | 4.02% | |
| 7 | RMERESMED INC | 310,853 | $85.1B | 3.39% | |
| 8 | RBCRBC BEARINGS INC | 217,819 | $85.0B | 3.39% | |
| 9 | FTNTFORTINET INC | 963,358 | $81.0B | 3.23% | |
| 10 | VRNSVARONIS SYSTEMS INC | 1,371,806 | $78.8B | 3.14% | |
| 11 | GWREGUIDEWIRE SOFTWARE INC | 332,082 | $76.3B | 3.04% | |
| 12 | MANHMANHATTAN ASSOCIATES INC | 361,321 | $74.1B | 2.95% | |
| 13 | CSGPCOSTAR GROUP INC | 793,664 | $67.0B | 2.67% | |
| 14 | VEEVVEEVA SYSTEMS INC | 222,157 | $66.2B | 2.64% | |
| 15 | CGNTCOGNYTE SOFTWARE LTD | 6,751,962 | $56.7B | 2.26% | |
| 16 | NCNONCINO INC | 2,040,303 | $55.3B | 2.20% | |
| 17 | QLYSQUALYS INC | 412,947 | $54.6B | 2.18% | |
| 18 | TECHBIO-TECHNE CORP | 960,447 | $53.4B | 2.13% | |
| 19 | RAMPLIVE RAMP HOLDINGS INC | 1,926,376 | $52.3B | 2.08% | |
| 20 | SEICSEI INVESTMENTS CO | 565,117 | $48.0B | 1.91% | |
| 21 | NSYNICE LTD | 313,431 | $45.4B | 1.81% | |
| 22 | RGENREPLIGEN CORP | 336,862 | $45.0B | 1.79% | |
| 23 | FDSFACTSET RESEARCH SYSTEMS INC | 155,304 | $44.5B | 1.77% | |
| 24 | JKHYJACK HENRY & ASSOCIATES INC | 263,118 | $39.2B | 1.56% | |
| 25 | CRNCCERENCE INC | 2,679,057 | $33.4B | 1.33% | |
| 26 | TWTRADEWEB MARKETS INC | 266,006 | $29.5B | 1.18% | |
| 27 | SPSCSPS COMMERCE INC | 283,475 | $29.5B | 1.18% | |
| 28 | GMEDGLOBUS MEDICAL INC | 499,059 | $28.6B | 1.14% | |
| 29 | DC4DEXCOM INC | 357,790 | $24.1B | 0.96% | |
| 30 | AZTAAZENTA INC | 829,320 | $23.8B | 0.95% | |
| 31 | MORNMORNINGSTAR INC | 99,197 | $23.0B | 0.92% | |
| 32 | AAONAAON INC | 244,446 | $22.8B | 0.91% | |
| 33 | 1GSNNOVANTA INC | 218,861 | $21.9B | 0.87% | |
| 34 | PAYCPAYCOM SOFTWARE INC | 103,802 | $21.6B | 0.86% | |
| 35 | STAASTAAR SURGICAL CO | 743,424 | $20.0B | 0.80% | |
| 36 | NEONEOGENOMICS INC | 2,345,263 | $18.1B | 0.72% | |
| 37 | GNTXGENTEX CORP | 597,006 | $16.9B | 0.67% | |
| 38 | CGNXCOGNEX CORP | 369,891 | $16.8B | 0.67% | |
| 39 | TREXTREX COMPANY INC | 280,737 | $14.5B | 0.58% | |
| 40 | PRLBPROTO LABS INC | 279,296 | $14.0B | 0.56% | |
| 41 | KRNTKORNIT DIGITAL LTD | 1,032,018 | $13.9B | 0.56% | |
| 42 | TYLTYLER TECHNOLOGIES INC | 23,086 | $12.1B | 0.48% | |
| 43 | SNPSSYNOPSYS INC | 21,191 | $10.5B | 0.42% | |
| 44 | NEOGNEOGEN CORP | 1,665,936 | $9.5B | 0.38% | |
| 45 | ORLYO'REILLY AUTOMOTIVE INC | 86,235 | $9.3B | 0.37% | |
| 46 | IPGPIPG PHOTONICS CORP | 114,128 | $9.0B | 0.36% | |
| 47 | MMSIMERIT MEDICAL SYSTEMS INC | 87,079 | $7.2B | 0.29% | |
| 48 | MPWRMONOLITHIC POWER SYSTEMS INC | 6,610 | $6.1B | 0.24% | |
| 49 | PODDINSULET CORP | 19,030 | $5.9B | 0.23% | |
| 50 | ALRMALARM.COM HOLDINGS INC | 87,663 | $4.7B | 0.19% | |
| 51 | ICLRICON PLC | 24,421 | $4.3B | 0.17% | |
| 52 | HAEHAEMONETICS CORP | 74,415 | $3.6B | 0.14% | |
| 53 | DORMDORMAN PRODUCTS INC | 20,358 | $3.2B | 0.13% | |
| 54 | GHMGRAHAM CORP | 40,429 | $2.2B | 0.09% | |
| 55 | FELEFRANKLIN ELECTRIC CO INC | 22,000 | $2.1B | 0.08% | |
| 56 | KWRQUAKER CHEMICAL CORP | 15,727 | $2.1B | 0.08% | |
| 57 | SPYSPDR S&P 500 ETF TRUST | 2,535 | $1.7B | 0.07% | |
| 58 | HOLXHOLOGIC INC | 23,780 | $1.6B | 0.06% | |
| 59 | TRMBTRIMBLE INC | 19,000 | $1.6B | 0.06% | |
| 60 | VSECVSE CORP | 7,958 | $1.3B | 0.05% | |
| 61 | DSGDESCARTES SYSTEMS GROUP INC (THE) | 11,177 | $1.1B | 0.04% | |
| 62 | ZBRAZEBRA TECHNOLOGIES CORP | 3,300 | $980.6M | 0.04% | |
| 63 | TSAACI WORLDWIDE INC | 18,410 | $971.5M | 0.04% | |
| 64 | BLKBBLACKBAUD INC | 13,759 | $884.8M | 0.04% | |
| 65 | AAPLAPPLE INC | 2,800 | $713.0M | 0.03% | |
| 66 | FROGJFROG LTD | 11,445 | $541.7M | 0.02% | |
| 67 | ILMNILLUMINA INC | 2,220 | $210.8M | 0.01% | |
| 68 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 353 | $210.4M | 0.01% |