American Capital Management Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, American Capital Management Inc disclosed 80 stock positions valued at approximately $2.23B as of quarter-end June 30, 2026. The largest holdings include PALO ALTO NETWORKS INC, FORTINET INC, and MEDPACE HOLDINGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $2.23B
Holdings by Sector
American Capital Management Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | PANW | Technology | 8.76% | 572,934 | -51,150 | -8.20% | $195,381,953 |
| FORTINET INC | FTNT | Technology | 5.03% | 729,885 | -99,038 | -11.95% | $112,124,934 |
| MEDPACE HOLDINGS INC | MEDP | Healthcare | 4.99% | 210,217 | -7,730 | -3.55% | $111,328,821 |
| VARONIS SYSTEMS INC | VRNS | Technology | 4.22% | 2,241,704 | -86,675 | -3.72% | $94,061,900 |
| RBC BEARINGS INC | RBC | Industrials | 4.15% | 143,737 | -31,706 | -18.07% | $92,575,252 |
| IDEXX LABORATORIES INC | IDXX | Healthcare | 3.83% | 162,110 | -3,946 | -2.38% | $85,341,188 |
| NCINO INC | NCNO | Technology | 3.74% | 5,107,539 | +2,732,143 | +115.02% | $83,508,263 |
| AEROVIRONMENT INC | AVAV | Industrials | 3.13% | 422,518 | -13,849 | -3.17% | $69,745,046 |
| BIO-TECHNE CORP | TECH | Healthcare | 3.08% | 973,789 | -47,339 | -4.64% | $68,798,193 |
| SEI INVESTMENTS COMPANY | SEIC | Financial Services | 2.93% | 745,323 | -23,292 | -3.03% | $65,372,280 |
| COMMVAULT SYSTEMS INC | CVLT | Technology | 2.80% | 440,931 | -99,914 | -18.47% | $62,493,151 |
| MERCURY SYSTEMS INC | MRCY | Industrials | 2.67% | 486,064 | +486,064 | +100.00% | $59,460,209 |
| NOVANTA INC | NOVT | Technology | 2.64% | 362,271 | -11,603 | -3.10% | $58,774,847 |
| DYNATRACE INC | DT | Technology | 2.62% | 1,332,429 | +278,162 | +26.38% | $58,506,957 |
| COGNYTE SOFTWARE LTD | CGNT | Other | 2.43% | 6,183,567 | -312,643 | -4.81% | $54,291,718 |
| GLOBUS MEDICAL INC | GMED | Healthcare | 2.31% | 653,072 | -9,977 | -1.50% | $51,599,219 |
| KRATOS DEFENSE & SECURITY SOLUTIONS INC | KTOS | Industrials | 2.30% | 1,029,653 | -42,255 | -3.94% | $51,338,499 |
| MANHATTAN ASSOCIATES INC | MANH | Technology | 2.28% | 364,696 | +6,889 | +1.93% | $50,783,918 |
| PROTO LABS INC | PRLB | Industrials | 2.27% | 619,845 | -7,860 | -1.25% | $50,523,566 |
| REPLIGEN CORP | RGEN | Healthcare | 2.21% | 361,055 | +3,335 | +0.93% | $49,262,344 |
| AAON INC | AAON | Industrials | 2.13% | 375,178 | +98,294 | +35.50% | $47,595,081 |
| RESMED INC | RMD | Healthcare | 2.00% | 228,458 | -36,941 | -13.92% | $44,521,895 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 1.82% | 328,983 | +4,787 | +1.48% | $40,481,358 |
| DORMAN PRODUCTS INC | DORM | Consumer Cyclical | 1.74% | 284,244 | +223,809 | +370.33% | $38,785,094 |
| BADGER METER INC | BMI | Technology | 1.72% | 258,243 | +72,402 | +38.96% | $38,318,096 |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 1.57% | 196,848 | -9,370 | -4.54% | $34,934,615 |
| NEOGENOMICS INC | NEO | Healthcare | 1.46% | 2,237,707 | -13,171 | -0.59% | $32,648,145 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 1.33% | 101,210 | +2,268 | +2.29% | $29,599,877 |
| VSE CORP | VSEC | Industrials | 1.32% | 128,934 | +44,139 | +52.05% | $29,461,419 |
| CERENCE INC | CRNC | Technology | 1.22% | 2,407,398 | -111,891 | -4.44% | $27,251,745 |
Showing 30 of 80 holdings in the latest reporting period.