Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AMERICAN CAPITAL MANAGEMENT INC (CIK 1320168) reported $2.23B across 80 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PANW ($195.4M, 8.76%), FTNT ($112.1M, 5.03%), MEDP ($111.3M, 4.99%), VRNS ($94.1M, 4.22%), RBC ($92.6M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | $195.4M | 8.76% | 572,934 | Trimmed |
| 2 | FTNT | FORTINET INC | $112.1M | 5.03% | 729,885 | Trimmed |
| 3 | MEDP | MEDPACE HOLDINGS INC | $111.3M | 4.99% | 210,217 | Trimmed |
| 4 | VRNS | VARONIS SYSTEMS INC | $94.1M | 4.22% | 2.2M | Trimmed |
| 5 | RBC | RBC BEARINGS INC | $92.6M | 4.15% | 143,737 | Trimmed |
| 6 | IDXX | IDEXX LABORATORIES INC | $85.3M | 3.83% | 162,110 | Trimmed |
| 7 | NCNO | NCINO INC | $83.5M | 3.74% | 5.1M | Added |
| 8 | AVAV | AEROVIRONMENT INC | $69.7M | 3.13% | 422,518 | Trimmed |
| 9 | TECH | BIO-TECHNE CORP | $68.8M | 3.08% | 973,789 | Trimmed |
| 10 | SEIC | SEI INVESTMENTS COMPANY | $65.4M | 2.93% | 745,323 | Trimmed |
| 11 | CVLT | COMMVAULT SYSTEMS INC | $62.5M | 2.80% | 440,931 | Trimmed |
| 12 | MRCY | MERCURY SYSTEMS INC | $59.5M | 2.67% | 486,064 | New |
| 13 | NOVT | NOVANTA INC | $58.8M | 2.64% | 362,271 | Trimmed |
| 14 | DT | DYNATRACE INC | $58.5M | 2.62% | 1.3M | Added |
| 15 | CGNT | COGNYTE SOFTWARE LTD | $54.3M | 2.43% | 6.2M | Trimmed |
| 16 | GMED | GLOBUS MEDICAL INC | $51.6M | 2.31% | 653,072 | Trimmed |
| 17 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | $51.3M | 2.30% | 1.0M | Trimmed |
| 18 | MANH | MANHATTAN ASSOCIATES INC | $50.8M | 2.28% | 364,696 | Added |
| 19 | PRLB | PROTO LABS INC | $50.5M | 2.27% | 619,845 | Trimmed |
| 20 | RGEN | REPLIGEN CORP | $49.3M | 2.21% | 361,055 | Added |
| 21 | AAON | AAON INC | $47.6M | 2.13% | 375,178 | Added |
| 22 | RMD | RESMED INC | $44.5M | 2.00% | 228,458 | Trimmed |
| 23 | GWRE | GUIDEWIRE SOFTWARE INC | $40.5M | 1.82% | 328,983 | Added |
| 24 | DORM | DORMAN PRODUCTS INC | $38.8M | 1.74% | 284,244 | Added |
| 25 | BMI | BADGER METER INC | $38.3M | 1.72% | 258,243 | Added |
Source: SEC Form 13F filings · as of 2026-06-30