Institutions / American Capital Management, Inc.
American Capital Management, Inc.
CIK 1320168 · Institution · as of Mar 31, 2026
Portfolio value
$1.86B
Positions
75
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.86B-17.8%Positions
75+10.3%Top holdings
Mar 31, 2026View all 75 →
| Company | Value | % of portfolio |
|---|---|---|
| Medpace Holdings, Inc. | $104.66M | 5.6% |
| Palo Alto Networks Inc | $100.05M | 5.4% |
| RBC Bearings Inc | $95.29M | 5.1% |
| Idexx Laboratories Inc /De | $93.31M | 5.0% |
| AeroVironment Inc | $79.88M | 4.3% |
| Kratos Defense & Security Solutions Inc | $75.58M | 4.1% |
| Fortinet Inc | $67.74M | 3.6% |
| Sei Investments Co | $60.31M | 3.2% |
| Resmed Inc | $59.58M | 3.2% |
| Globus Medical Inc | $57.13M | 3.1% |
| BIO-TECHNE Corp | $53.36M | 2.9% |
| Cognyte Software Ltd | $52.62M | 2.8% |
| Varonis Systems Inc | $49.99M | 2.7% |
| LiveRamp Holdings, Inc. | $49.42M | 2.7% |
| Guidewire Software, Inc. | $48.49M | 2.6% |
| Manhattan Associates Inc | $47.63M | 2.6% |
| Novanta Inc | $44.16M | 2.4% |
| Repligen Corp | $42.15M | 2.3% |
| Commvault Systems Inc | $42.13M | 2.3% |
| Dynatrace, Inc. | $38.99M | 2.1% |
| Jack Henry & Associates Inc | $38.42M | 2.1% |
| Veeva Systems Inc | $36.22M | 1.9% |
| Proto Labs Inc | $35.79M | 1.9% |
| nCino Inc. | $35.58M | 1.9% |
| Tyler Technologies, Inc. | $33.88M | 1.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | M2682V108 | $-152.56M | -342K -100.00% | — | high |
| Q1 2026 as of | New | Palo Alto Networks Inc | $100.05M | +624K | 624,084 5.37% of portfolio | high |
| Q1 2026 as of | Trim | Kratos Defense & Security Solutions Inc | $-39.67M | -563K -34.42% | 1,071,908 4.06% of portfolio | medium |
| Q1 2026 as of | New | Dynatrace, Inc. | $38.99M | +1.1M | 1,054,267 2.09% of portfolio | medium |
| Q1 2026 as of | Trim | AeroVironment Inc | $-38.69M | -211K -32.63% | 436,367 4.29% of portfolio | medium |
| Q1 2026 as of | New | Badger Meter Inc | $28.31M | +186K | 185,841 1.52% of portfolio | medium |
| Q1 2026 as of | Trim | Qualys Inc | $-28.14M | -320K -79.28% | 83,752 0.40% of portfolio | medium |
| Q1 2026 as of | Add | Tyler Technologies, Inc. | $26.33M | +77K +348.94% | 98,942 1.82% of portfolio | medium |
| Q1 2026 as of | Trim | RBC Bearings Inc | $-21.00M | -39K -18.06% | 175,443 5.12% of portfolio | medium |
| Q1 2026 as of | Trim | FactSet Research Systems Inc | $-19.95M | -92K -68.13% | 43,008 0.50% of portfolio | medium |