American Capital Management Inc Portfolio Stock Holdings
American Capital Management Inc disclosed 75 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include MEDPACE HOLDINGS INC, PALO ALTO NETWORKS INC, and RBC BEARINGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 75
- Portfolio Value
- $1.9B
Holdings by Sector
American Capital Management Inc Portfolio Holdings in Q1 2026
72 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MEDPACE HOLDINGS INC | MEDP | Healthcare | 5.62% | 217,947 | -6,427 | -2.86% | $104,655,970 |
| PALO ALTO NETWORKS INC | PANW | Technology | 5.37% | 624,084 | +624,084 | +100.00% | $100,053,088 |
| RBC BEARINGS INC | RBC | Industrials | 5.12% | 175,443 | -38,674 | -18.06% | $95,286,602 |
| IDEXX LABORATORIES INC | IDXX | Healthcare | 5.01% | 166,056 | -15,689 | -8.63% | $93,305,206 |
| AEROVIRONMENT INC | AVAV | Industrials | 4.29% | 436,367 | -211,343 | -32.63% | $79,876,979 |
| KRATOS DEFENSE & SECURITY SOLUTIONS INC | KTOS | Industrials | 4.06% | 1,071,908 | -562,585 | -34.42% | $75,580,233 |
| FORTINET INC | FTNT | Technology | 3.64% | 828,923 | -96,830 | -10.46% | $67,739,588 |
| SEI INVESTMENTS CO | SEIC | Financial Services | 3.24% | 768,615 | +193,796 | +33.71% | $60,313,219 |
| RESMED INC | RMD | Healthcare | 3.20% | 265,399 | -41,557 | -13.54% | $59,576,768 |
| GLOBUS MEDICAL INC | GMED | Healthcare | 3.07% | 663,049 | +176,837 | +36.37% | $57,128,302 |
| BIO-TECHNE CORP | TECH | Healthcare | 2.87% | 1,021,128 | +79,979 | +8.50% | $53,364,149 |
| VARONIS SYSTEMS INC | VRNS | Technology | 2.68% | 2,328,379 | +819,340 | +54.30% | $49,990,297 |
| LIVE RAMP HOLDINGS INC | RAMP | Technology | 2.65% | 1,863,589 | -14,167 | -0.75% | $49,422,380 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 2.60% | 324,196 | -1,236 | -0.38% | $48,486,754 |
| MANHATTAN ASSOCIATES INC | MANH | Technology | 2.56% | 357,807 | -9,053 | -2.47% | $47,631,268 |
| NOVANTA INC | NOVT | Technology | 2.37% | 373,874 | -7,992 | -2.09% | $44,158,258 |
| REPLIGEN CORP | RGEN | Healthcare | 2.26% | 357,720 | +22,605 | +6.75% | $42,146,570 |
| COMMVAULT SYSTEMS INC | CVLT | Technology | 2.26% | 540,845 | +7,039 | +1.32% | $42,126,417 |
| DYNATRACE INC | DT | Technology | 2.09% | 1,054,267 | +1,054,267 | +100.00% | $38,986,794 |
| JACK HENRY & ASSOCIATES INC | JKHY | Technology | 2.06% | 243,075 | -8,262 | -3.29% | $38,415,573 |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 1.95% | 206,218 | -16,207 | -7.29% | $36,224,254 |
| PROTO LABS INC | PRLB | Industrials | 1.92% | 627,705 | -3,606 | -0.57% | $35,791,739 |
| NCINO INC | NCNO | Technology | 1.91% | 2,375,396 | +347,587 | +17.14% | $35,583,432 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 1.82% | 98,942 | +76,903 | +348.94% | $33,875,762 |
| COSTAR GROUP INC | CSGP | Real Estate | 1.79% | 825,296 | -44 | -0.01% | $33,292,441 |
| TRADEWEB MARKETS INC | TW | Financial Services | 1.58% | 249,247 | -9,468 | -3.66% | $29,326,402 |
| BADGER METER INC | BMI | Technology | 1.52% | 185,841 | +185,841 | +100.00% | $28,312,876 |
| AZENTA INC | AZTA | Healthcare | 1.47% | 1,296,024 | +274,588 | +26.88% | $27,384,987 |
| IPG PHOTONICS CORP | IPGP | Technology | 1.29% | 208,918 | -26,636 | -11.31% | $23,939,914 |
| AAON INC | AAON | Industrials | 1.23% | 276,884 | +5,147 | +1.89% | $22,912,151 |
| MORNINGSTAR INC | MORN | Financial Services | 0.98% | 108,340 | -4,724 | -4.18% | $18,314,877 |
| NICE LTD | NICE | Technology | 0.93% | 157,593 | -133,901 | -45.94% | $17,376,204 |
| NEOGENOMICS INC | NEO | Healthcare | 0.90% | 2,250,878 | -73,488 | -3.16% | $16,701,515 |
| STAAR SURGICAL CO | STAA | Healthcare | 0.88% | 878,035 | +138,499 | +18.73% | $16,419,255 |
| CERENCE INC | CRNC | Technology | 0.85% | 2,519,289 | -135,842 | -5.12% | $15,896,714 |
| DEXCOM INC | DXCM | Healthcare | 0.85% | 251,475 | +2,701 | +1.09% | $15,792,630 |
| VSE CORP | VSEC | Industrials | 0.84% | 84,795 | +77,272 | +1027.14% | $15,636,198 |
| COGNEX CORP | CGNX | Technology | 0.71% | 271,533 | -92,840 | -25.48% | $13,302,402 |
| GENTEX CORP | GNTX | Consumer Cyclical | 0.63% | 534,356 | -45,536 | -7.85% | $11,675,679 |
| ESCO TECHNOLOGIES INC | ESE | Technology | 0.58% | 38,414 | +38,414 | +100.00% | $10,808,547 |
| FACTSET RESEARCH SYSTEMS INC | FDS | Financial Services | 0.50% | 43,008 | -91,943 | -68.13% | $9,332,306 |
| MERIT MEDICAL SYSTEMS INC | MMSI | Healthcare | 0.43% | 115,775 | +22,692 | +24.38% | $7,980,371 |
| O'REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.43% | 86,235 | - | - | $7,960,353 |
| SYNOPSYS INC | SNPS | Technology | 0.41% | 19,453 | -983 | -4.81% | $7,712,725 |
| QUALYS INC | QLYS | Technology | 0.40% | 83,752 | -320,367 | -79.28% | $7,357,613 |
| MONOLITHIC POWER SYSTEMS INC | MPWR | Technology | 0.37% | 6,320 | -168 | -2.59% | $6,909,972 |
| DORMAN PRODUCTS INC | DORM | Consumer Cyclical | 0.34% | 60,435 | +40,028 | +196.15% | $6,306,997 |
| QUAKER CHEMICAL CORP | KWR | Basic Materials | 0.26% | 38,642 | +12,496 | +47.79% | $4,800,496 |
| SPS COMMERCE INC | SPSC | Technology | 0.26% | 86,076 | -220,710 | -71.94% | $4,791,851 |
| KORNIT DIGITAL LTD | KRNT | Other | 0.22% | 282,976 | -1,652 | -0.58% | $4,148,428 |
| GRAHAM CORP | GHM | Industrials | 0.22% | 51,520 | +4,717 | +10.08% | $4,065,958 |
| INSULET CORP | PODD | Healthcare | 0.22% | 19,275 | +385 | +2.04% | $4,044,666 |
| HAEMONETICS CORP | HAE | Healthcare | 0.20% | 66,915 | -7,500 | -10.08% | $3,771,329 |
| BALCHEM CORP | BCPC | Basic Materials | 0.18% | 20,102 | +20,102 | +100.00% | $3,406,887 |
| ALARM.COM HOLDINGS INC | ALRM | Technology | 0.16% | 69,804 | -3,883 | -5.27% | $3,014,835 |
| ISHARES TRUST | SHY | Other | 0.12% | 26,490 | +26,490 | +100.00% | $2,187,279 |
| FRANKLIN ELECTRIC CO INC | FELE | Industrials | 0.11% | 22,000 | - | - | $2,027,740 |
| SPDR S&P 500 ETF TRUST | SPY | Other | 0.08% | 2,425 | -110 | -4.34% | $1,577,075 |
| DESCARTES SYSTEMS GROUP INC (THE) | DSGX | Technology | 0.07% | 19,138 | +2,189 | +12.92% | $1,369,515 |
| NEOGEN CORP | NEOG | Healthcare | 0.07% | 133,657 | -1,264,241 | -90.44% | $1,241,674 |
| TRIMBLE INC | TRMB | Technology | 0.07% | 19,000 | - | - | $1,239,370 |
| HOLOGIC INC | HOLX | Healthcare | 0.07% | 16,280 | - | - | $1,230,605 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | MTSI | Technology | 0.05% | 3,929 | +3,929 | +100.00% | $872,513 |
| ACI WORLDWIDE INC | ACIW | Technology | 0.04% | 18,410 | - | - | $754,994 |
| APPLE INC | AAPL | Technology | 0.04% | 2,800 | - | - | $710,612 |
| ZEBRA TECHNOLOGIES CORP | ZBRA | Technology | 0.04% | 3,300 | - | - | $689,964 |
| BLACKBAUD INC | BLKB | Technology | 0.03% | 12,930 | - | - | $499,227 |
| ICON PLC | ICLR | Other | 0.02% | 3,270 | -20,462 | -86.22% | $361,858 |
| ILLUMINA INC | ILMN | Healthcare | 0.01% | 2,220 | - | - | $273,637 |
| MERCK & COMPANY INC | MRK | Healthcare | 0.01% | 2,100 | - | - | $252,609 |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | Other | 0.01% | 353 | - | - | $217,716 |
| ISHARES TRUST | ACWX | Other | 0.01% | 3,040 | +3,040 | +100.00% | $208,149 |