Generalist · New York, NY
American Capital Management INC
- Software
- $840M
- Weight of 13F
- 38.0%
- Names
- 21
- Vs prior quarter
- +$237M
Filed 14 August 2026.
80 positions in the whole 13F.
Software held
- Palo Alto NetworksPANW572,934 shares · 23.2% of their software$195M+$95.3M
- FortinetFTNT729,885 shares · 13.3% of their software$112M+$44.4M
- VaronisVRNS2,241,704 shares · 11.2% of their software$94.1M+$44.1M
- nCinoNCNO5,107,539 shares · 9.9% of their software$83.5M+$47.9M
- CommvaultCVLT440,931 shares · 7.4% of their software$62.5M+$20.4M
- DynatraceDT1,332,429 shares · 7.0% of their software$58.5M+$19.5M
- Manhattan AssociatesMANH364,696 shares · 6.0% of their software$50.8M+$3.2M
- GuidewireGWRE328,983 shares · 4.8% of their software$40.5M−$8.0M
- VeevaVEEV196,848 shares · 4.2% of their software$34.9M−$1.3M
- Tyler TechnologiesTYL101,210 shares · 3.5% of their software$29.6M−$4.3M
- CoStarCSGP725,143 shares · 2.4% of their software$20.5M−$12.8M
- MorningstarMORN114,947 shares · 2.1% of their software$17.9MFlat