American Capital Management Inc
American Capital Management Inc reported 80 holdings worth US$2.23B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
American Capital Management Inc reported 80 holdings worth US$2.23B as of Jun 30, 2026. Largest: Palo Alto Networks, Inc., Fortinet, Inc. and Medpace Holdings, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$2.23B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Palo Alto Networks, Inc. | 573K | US$195M | 8.8% |
| Fortinet, Inc. | 730K | US$112M | 5.0% |
| Medpace Holdings, Inc. | 210K | US$111M | 5.0% |
| Varonis Systems, Inc. | 2.24M | US$94.1M | 4.2% |
| Rbc Bearings Incorporated | 144K | US$92.6M | 4.2% |
| Idexx Laboratories, Inc. | 162K | US$85.3M | 3.8% |
| Ncino, Inc. | 5.11M | US$83.5M | 3.7% |
| Aerovironment, Inc. | 423K | US$69.7M | 3.1% |
| Bio-techne Corp | 974K | US$68.8M | 3.1% |
| Sei Investments Company | 745K | US$65.4M | 2.9% |
| Commvault Systems, Inc. | 441K | US$62.5M | 2.8% |
| Mercury Systems Inc | 486K | US$59.5M | 2.7% |
| Novanta Inc. | 362K | US$58.8M | 2.6% |
| Dynatrace, Inc. | 1.33M | US$58.5M | 2.6% |
| Globus Medical, Inc. | 653K | US$51.6M | 2.3% |
| Kratos Defense & Security Solutions, Inc. | 1.03M | US$51.3M | 2.3% |
| Manhattan Associates, Inc. | 365K | US$50.8M | 2.3% |
| Proto Labs, Inc. | 620K | US$50.5M | 2.3% |
| Repligen Corporation | 361K | US$49.3M | 2.2% |
| Aaon, Inc. | 375K | US$47.6M | 2.1% |
| Resmed Inc. | 228K | US$44.5M | 2.0% |
| Guidewire Software, Inc. | 329K | US$40.5M | 1.8% |
| Dorman Products, Inc. | 284K | US$38.8M | 1.7% |
| Badger Meter, Inc. | 258K | US$38.3M | 1.7% |
| Veeva Systems Inc. | 197K | US$34.9M | 1.6% |
| Neogenomics, Inc. | 2.24M | US$32.6M | 1.5% |
| Tyler Technologies, Inc. | 101K | US$29.6M | 1.3% |
| Vse Corporation | 129K | US$29.5M | 1.3% |
| Cerence Inc. | 2.41M | US$27.3M | 1.2% |
| Azenta, Inc. | 1.06M | US$27.1M | 1.2% |
| Staar Surgical Company | 847K | US$24.3M | 1.1% |
| Tradeweb Markets Inc. | 238K | US$23.7M | 1.1% |
| Ipg Photonics Corporation | 198K | US$23.2M | 1.0% |
| Esco Technologies Inc. | 65,312 | US$22.9M | 1.0% |
| Costar Group, Inc. | 725K | US$20.5M | 0.92% |
| Cognex Corporation | 251K | US$18.2M | 0.82% |
| Morningstar, Inc. | 115K | US$17.9M | 0.80% |
| Dexcom, Inc. | 235K | US$15.8M | 0.71% |
| Jack Henry & Associates, Inc. | 99,930 | US$13.8M | 0.62% |
| Gentex Corporation | 531K | US$13.4M | 0.60% |
| Nice Ltd. | 137K | US$12.4M | 0.56% |
| Factset Research Systems Inc. | 40,986 | US$9.43M | 0.42% |
| Liveramp Holdings, Inc. | 246K | US$9.26M | 0.42% |
| Synopsys, Inc. | 19,196 | US$8.56M | 0.38% |
| Monolithic Power Systems, Inc. | 5,897 | US$8.15M | 0.37% |
| O'reilly Automotive, Inc. | 86,235 | US$7.94M | 0.36% |
| Merit Medical Systems, Inc. | 105K | US$7.28M | 0.33% |
| Graham Corporation | 52,050 | US$6.44M | 0.29% |
| Haemonetics Corporation | 66,915 | US$5.02M | 0.23% |
| Insulet Corporation | 29,455 | US$4.48M | 0.20% |
| Quaker Houghton | 27,279 | US$4.33M | 0.19% |
| Sps Commerce, Inc. | 73,958 | US$4.23M | 0.19% |
| Alarm.com Holdings, Inc. | 68,544 | US$3.2M | 0.14% |
| Balchem Corporation | 16,067 | US$2.71M | 0.12% |
| Franklin Electric Co., Inc. | 22,000 | US$2.36M | 0.11% |
| Macom Technology Solutions Holdings, Inc. | 3,626 | US$1.38M | 0.06% |
| Descartes Systems Group Inc. | 19,605 | US$1.36M | 0.06% |
| Neogen Corporation | 133K | US$1.2M | 0.05% |
| Qualys, Inc. | 7,125 | US$980K | 0.04% |
| Trimble Inc. | 19,000 | US$972K | 0.04% |
| Aci Worldwide, Inc. | 18,410 | US$926K | 0.04% |
| Zebra Technologies Corporation | 3,300 | US$869K | 0.04% |
| Apple Inc | 2,800 | US$810K | 0.04% |
| Illumina, Inc. | 2,220 | US$390K | 0.02% |
| Merck & Company, Inc. | 2,100 | US$270K | 0.01% |
| Blackbaud, Inc. | 0 | US$0 | 0.00% |
Source
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