Filer Name: AMERICAN CAPITAL MANAGEMENT INC
CIK: 1320168
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 63
Portfolio Value: $2.69B

American Capital Management Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CYBR US CYBERARK SOFTWARE LTD/ISRAEL 642,409 $214M 7.97% -18.1% -
AVAV US AEROVIRONMENT INC 930,694 $143M 5.33% -21.3% -
FTNT US FORTINET INC 1,491,138 $141M 5.24% -19.3% -
MANH US MANHATTAN ASSOCIATES INC 429,756 $116M 4.32% -23.9% -
MEDP US MEDPACE HOLDINGS INC 329,435 $109M 4.07% -13.5% -
CVLT US COMMVAULT SYSTEMS INC 695,409 $105M 3.91% -9.4% -
RMD US RESMED INC 392,765 $90M 3.34% -14.4% -
IDXX US IDEXX LABORATORIES INC 206,062 $85M 3.17% -17.2% -
FDS US FACTSET RESEARCH SYSTEMS INC 173,993 $84M 3.11% -6.0% -
NICE US NICE LTD - SPON ADR 456,740 $78M 2.89% -15.5% -
TECH US BIO-TECHNE CORP 1,063,866 $77M 2.85% -4.5% -
QLYS US QUALYS INC 537,297 $75M 2.80% -21.6% -
JKHY US JACK HENRY & ASSOCIATES INC 414,617 $73M 2.71% -11.1% -
GWRE US GUIDEWIRE SOFTWARE INC 412,418 $70M 2.59% -4.4% -
RBC US RBC BEARINGS INC 227,267 $68M 2.53% 4.4% -
KTOS US KRATOS DEFENSE & SECURITY 2,573,499 $68M 2.53% -4.5% -
CSGP US COSTAR GROUP INC 936,988 $67M 2.50% 1.0% -
RAMP US LIVERAMP HOLDINGS INC 2,169,922 $66M 2.45% -24.6% -
VEEV US VEEVA SYSTEMS INC-CLASS A 289,895 $61M 2.27% -11.2% -
GNTX US GENTEX CORP 2,106,185 $61M 2.25% -8.3% -
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