AMERICAN CAPITAL MANAGEMENT INC
Q2 2026 13F filing
Updated 27 days ago80 disclosed positions worth $2.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PANW PALO ALTO NETWORKS INC | $195.4M | 572.9K | 8.76% | Trimmed(-8.2%) |
| 2 | F FTNT FORTINET INC | $112.1M | 729.9K | 5.03% | Trimmed(-11.9%) |
| 3 | M MEDP MEDPACE HOLDINGS INC | $111.3M | 210.2K | 4.99% | Trimmed(-3.5%) |
| 4 | V VRNS VARONIS SYSTEMS INC | $94.1M | 2.24M | 4.22% | Trimmed(-3.7%) |
| 5 | R RBC RBC BEARINGS INC | $92.6M | 143.7K | 4.15% | Trimmed(-18.1%) |
| 6 | I IDXX IDEXX LABORATORIES INC | $85.3M | 162.1K | 3.83% | Trimmed(-2.4%) |
| 7 | N NCNO NCINO INC | $83.5M | 5.11M | 3.74% | Added(+115.0%) |
| 8 | A AVAV AEROVIRONMENT INC | $69.7M | 422.5K | 3.13% | Trimmed(-3.2%) |
| 9 | T TECH BIO-TECHNE CORP | $68.8M | 973.8K | 3.08% | Trimmed(-4.6%) |
| 10 | S SEIC SEI INVESTMENTS COMPANY | $65.4M | 745.3K | 2.93% | Trimmed(-3.0%) |
| 11 | C CVLT COMMVAULT SYSTEMS INC | $62.5M | 440.9K | 2.80% | Trimmed(-18.5%) |
| 12 | M MRCY MERCURY SYSTEMS INC | $59.5M | 486.1K | 2.67% | — |
| 13 | N NOVTU NOVANTA INC | $58.8M | 362.3K | 2.64% | Trimmed(-3.1%) |
| 14 | D DT DYNATRACE INC | $58.5M | 1.33M | 2.62% | Added(+26.4%) |
| 15 | C CGNT COGNYTE SOFTWARE LTD | $54.3M | 6.18M | 2.43% | Trimmed(-4.8%) |
| 16 | G GMED GLOBUS MEDICAL INC | $51.6M | 653.1K | 2.31% | Trimmed(-1.5%) |
| 17 | K KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC | $51.3M | 1.03M | 2.30% | Trimmed(-3.9%) |
| 18 | M MANH MANHATTAN ASSOCIATES INC | $50.8M | 364.7K | 2.28% | Added(+1.9%) |
| 19 | P PRLB PROTO LABS INC | $50.5M | 619.8K | 2.27% | Trimmed(-1.3%) |
| 20 | R RGEN REPLIGEN CORP | $49.3M | 361.1K | 2.21% | Added(+0.9%) |
| 21 | A AAON AAON INC | $47.6M | 375.2K | 2.13% | Added(+35.5%) |
| 22 | R RSMDF RESMED INC | $44.5M | 228.5K | 2.00% | Trimmed(-13.9%) |
| 23 | G GWRE GUIDEWIRE SOFTWARE INC | $40.5M | 329.0K | 1.82% | Added(+1.5%) |
| 24 | D DORM DORMAN PRODUCTS INC | $38.8M | 284.2K | 1.74% | Added(+370.3%) |
| 25 | B BMI BADGER METER INC | $38.3M | 258.2K | 1.72% | Added(+39.0%) |
| 26 | V VEEV VEEVA SYSTEMS INC | $34.9M | 196.8K | 1.57% | Trimmed(-4.5%) |
| 27 | N NEO NEOGENOMICS INC | $32.6M | 2.24M | 1.46% | Trimmed(-0.6%) |
| 28 | T TYL TYLER TECHNOLOGIES INC | $29.6M | 101.2K | 1.33% | Added(+2.3%) |
| 29 | V VSECU VSE CORP | $29.5M | 128.9K | 1.32% | Added(+52.0%) |
| 30 | C CRNC CERENCE INC | $27.3M | 2.41M | 1.22% | Trimmed(-4.4%) |
| 31 | A AZTA AZENTA INC | $27.1M | 1.06M | 1.21% | Trimmed(-18.1%) |
| 32 | S STAA STAAR SURGICAL COMPANY | $24.3M | 846.7K | 1.09% | Trimmed(-3.6%) |
| 33 | T TW TRADEWEB MARKETS INC | $23.7M | 238.2K | 1.06% | Trimmed(-4.4%) |
| 34 | I IPGP IPG PHOTONICS CORP | $23.2M | 197.9K | 1.04% | Trimmed(-5.3%) |
| 35 | E ESE ESCO TECHNOLOGIES INC | $22.9M | 65.3K | 1.03% | Added(+70.0%) |
| 36 | C CSGP COSTAR GROUP INC | $20.5M | 725.1K | 0.92% | Trimmed(-12.1%) |
| 37 | C CGNX COGNEX CORP | $18.2M | 251.1K | 0.82% | Trimmed(-7.5%) |
| 38 | M MORN MORNINGSTAR INC | $17.9M | 114.9K | 0.80% | Added(+6.1%) |
| 39 | D DXCM DEXCOM INC | $15.8M | 235.2K | 0.71% | Trimmed(-6.5%) |
| 40 | J JKHY JACK HENRY & ASSOCIATES INC | $13.8M | 99.9K | 0.62% | Trimmed(-58.9%) |
| 41 | G GNTX GENTEX CORP | $13.4M | 531.2K | 0.60% | Trimmed(-0.6%) |
| 42 | N NCSYF NICE LTD | $12.4M | 136.6K | 0.56% | Trimmed(-13.3%) |
| 43 | F FDS FACTSET RESEARCH SYSTEMS INC | $9.4M | 41.0K | 0.42% | Trimmed(-4.7%) |
| 44 | R RAMP LIVE RAMP HOLDINGS INC | $9.3M | 246.0K | 0.42% | Trimmed(-86.8%) |
| 45 | S SNPS SYNOPSYS INC | $8.6M | 19.2K | 0.38% | Trimmed(-1.3%) |
| 46 | M MPWR MONOLITHIC POWER SYSTEMS INC | $8.2M | 5.9K | 0.37% | Trimmed(-6.7%) |
| 47 | O ORLY O'REILLY AUTOMOTIVE INC | $7.9M | 86.2K | 0.36% | Unchanged |
| 48 | M MMSI MERIT MEDICAL SYSTEMS INC | $7.3M | 105.0K | 0.33% | Trimmed(-9.3%) |
| 49 | G GHM GRAHAM CORP | $6.4M | 52.0K | 0.29% | Added(+1.0%) |
| 50 | H HAE HAEMONETICS CORP | $5M | 66.9K | 0.23% | Unchanged |