§ 13F · FUND PROFILE
AMERICAN CAPITAL MANAGEMENT INC.
AUM · $2.2B (13F)Positions · 80Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$63M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | 573K | $195M | 8.8% | −8% |
| 2 | FTNT | FORTINET INC | 730K | $112M | 5.0% | −12% |
| 3 | MEDP | MEDPACE HOLDINGS INC | 210K | $111M | 5.0% | −4% |
| 4 | VRNS | VARONIS SYSTEMS INC | 2.24M | $94M | 4.2% | −4% |
| 5 | RBC | RBC BEARINGS INC | 144K | $93M | 4.2% | −18% |
| 6 | IDXX | IDEXX LABORATORIES INC | 162K | $85M | 3.8% | −2% |
| 7 | NCNO | NCINO INC | 5.11M | $84M | 3.7% | +115% |
| 8 | AVAV | AEROVIRONMENT INC | 423K | $70M | 3.1% | −3% |
| 9 | TECH | BIO-TECHNE CORP | 974K | $69M | 3.1% | −5% |
| 10 | SEIC | SEI INVESTMENTS COMPANY | 745K | $65M | 2.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERICAN SIGNAL
AC read
AMERICAN CAPITAL MANAGEMENT INC is a Other fund managing $2.2 billion in assets. The fund runs a portfolio of 80 positions.
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