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 $1.86B across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MEDP ($104.7M, 5.62%), PANW ($100.1M, 5.37%), RBC ($95.3M, 5.12%), IDXX ($93.3M, 5.01%), AVAV ($79.9M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MEDP | MEDPACE HOLDINGS INC | $104.7M | 5.62% | 217,947 | Trimmed |
| 2 | PANW | PALO ALTO NETWORKS INC | $100.1M | 5.37% | 624,084 | New |
| 3 | RBC | RBC BEARINGS INC | $95.3M | 5.12% | 175,443 | Trimmed |
| 4 | IDXX | IDEXX LABORATORIES INC | $93.3M | 5.01% | 166,056 | Trimmed |
| 5 | AVAV | AEROVIRONMENT INC | $79.9M | 4.29% | 436,367 | Trimmed |
| 6 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | $75.6M | 4.06% | 1.1M | Trimmed |
| 7 | FTNT | FORTINET INC | $67.7M | 3.64% | 828,923 | Trimmed |
| 8 | SEIC | SEI INVESTMENTS CO | $60.3M | 3.24% | 768,615 | Added |
| 9 | RMD | RESMED INC | $59.6M | 3.20% | 265,399 | Trimmed |
| 10 | GMED | GLOBUS MEDICAL INC | $57.1M | 3.07% | 663,049 | Added |
| 11 | TECH | BIO-TECHNE CORP | $53.4M | 2.87% | 1.0M | Added |
| 12 | CGNT | COGNYTE SOFTWARE LTD | $52.6M | 2.83% | 6.5M | Trimmed |
| 13 | VRNS | VARONIS SYSTEMS INC | $50.0M | 2.68% | 2.3M | Added |
| 14 | RAMP | LIVE RAMP HOLDINGS INC | $49.4M | 2.65% | 1.9M | Trimmed |
| 15 | GWRE | GUIDEWIRE SOFTWARE INC | $48.5M | 2.60% | 324,196 | Trimmed |
| 16 | MANH | MANHATTAN ASSOCIATES INC | $47.6M | 2.56% | 357,807 | Trimmed |
| 17 | NOVT | NOVANTA INC | $44.2M | 2.37% | 373,874 | Trimmed |
| 18 | CVLT | COMMVAULT SYSTEMS INC | $42.1M | 2.26% | 540,845 | Added |
| 19 | RGEN | REPLIGEN CORP | $42.1M | 2.26% | 357,720 | Added |
| 20 | DT | DYNATRACE INC | $39.0M | 2.09% | 1.1M | New |
| 21 | JKHY | JACK HENRY & ASSOCIATES INC | $38.4M | 2.06% | 243,075 | Trimmed |
| 22 | VEEV | VEEVA SYSTEMS INC | $36.2M | 1.95% | 206,218 | Trimmed |
| 23 | PRLB | PROTO LABS INC | $35.8M | 1.92% | 627,705 | Trimmed |
| 24 | NCNO | NCINO INC | $35.6M | 1.91% | 2.4M | Added |
| 25 | TYL | TYLER TECHNOLOGIES INC | $33.9M | 1.82% | 98,942 | Added |
Source: SEC Form 13F filings · as of 2026-03-31