EdgeMarket › What American Capital Management Inc reported owning
What American Capital Management Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
75Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MEDP Medpace Holdings, Inc. | 104.7M | 5.6% | 217.9K | 620.75 | +33.3% |
| PANW Palo Alto Networks Inc | 100.1M | 5.4% | 624.1K | 357.87 | +94.0% |
| RBC RBC Bearings INC | 95.3M | 5.1% | 175.4K | 505.63 | +28.7% |
| IDXX IDEXX LABORATORIES INC /DE | 93.3M | 5.0% | 166.1K | 556.93 | -13.0% |
| AVAV AeroVironment Inc | 79.9M | 4.3% | 436.4K | 160.22 | -31.0% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 75.6M | 4.1% | 1.1M | 57.17 | -11.0% |
| FTNT Fortinet, Inc. | 67.7M | 3.6% | 828.9K | 153.51 | +92.8% |
| SEIC SEI INVESTMENTS CO | 60.3M | 3.2% | 768.6K | 109.53 | +23.9% |
| RMD RESMED INC | 59.6M | 3.2% | 265.4K | 231.52 | -19.9% |
| GMED GLOBUS MEDICAL INC | 57.1M | 3.1% | 663.0K | 86.91 | +43.1% |
| TECH BIO-TECHNE Corp | 53.4M | 2.9% | 1.0M | 72.32 | +33.1% |
| CGNT Cognyte Software Ltd. | 52.6M | 2.8% | 6.5M | 8.60 | +1.1% |
| VRNS VARONIS SYSTEMS INC | 50.0M | 2.7% | 2.3M | 41.23 | -29.2% |
| RAMP LiveRamp Holdings, Inc. | 49.4M | 2.7% | 1.9M | 37.58 | +41.0% |
| GWRE Guidewire Software, Inc. | 48.5M | 2.6% | 324.2K | 189.19 | -12.5% |
| MANH MANHATTAN ASSOCIATES INC | 47.6M | 2.6% | 357.8K | 214.56 | +1.2% |
| NOVT NOVANTA INC | 44.2M | 2.4% | 373.9K | 145.24 | +26.1% |
| RGEN REPLIGEN CORP | 42.1M | 2.3% | 357.7K | 181.13 | +49.0% |
| CVLT COMMVAULT SYSTEMS INC | 42.1M | 2.3% | 540.8K | 133.81 | -24.1% |
| DT Dynatrace, Inc. | 39.0M | 2.1% | 1.1M | 49.30 | +1.3% |
| JKHY JACK HENRY & ASSOCIATES INC | 38.4M | 2.1% | 243.1K | 166.20 | +1.5% |
| VEEV VEEVA SYSTEMS INC | 36.2M | 1.9% | 206.2K | 247.90 | -12.7% |
| PRLB Proto Labs Inc | 35.8M | 1.9% | 627.7K | 79.61 | +66.9% |
| NCNO nCino, Inc. | 35.6M | 1.9% | 2.4M | 20.62 | -26.0% |
| TYL TYLER TECHNOLOGIES INC | 33.9M | 1.8% | 98.9K | 350.73 | -38.2% |
| CSGP COSTAR GROUP, INC. | 33.3M | 1.8% | 825.3K | 32.26 | -63.4% |
| TW Tradeweb Markets Inc. | 29.3M | 1.6% | 249.2K | 107.04 | -17.9% |
| BMI BADGER METER INC | 28.3M | 1.5% | 185.8K | 131.81 | -29.7% |
| AZTA Azenta, Inc. | 27.4M | 1.5% | 1.3M | 37.40 | +25.6% |
| IPGP IPG PHOTONICS CORP | 23.9M | 1.3% | 208.9K | 73.26 | -3.2% |
| AAON AAON, INC. | 22.9M | 1.2% | 276.9K | 79.44 | -0.8% |
| MORN Morningstar, Inc. | 18.3M | 1.0% | 108.3K | 215.97 | -17.7% |
| NICE NICE Ltd. | 17.4M | 0.9% | 157.6K | 100.24 | -27.3% |
| NEO NEOGENOMICS INC | 16.7M | 0.9% | 2.3M | 16.98 | +178.4% |
| STAA STAAR SURGICAL CO | 16.4M | 0.9% | 878.0K | 23.14 | -17.3% |
| CRNC Cerence Inc. | 15.9M | 0.9% | 2.5M | 8.06 | -23.5% |
| DXCM DEXCOM INC | 15.8M | 0.8% | 251.5K | 92.34 | +13.1% |
| VSEC VSE CORP | 15.6M | 0.8% | 84.8K | 217.58 | +36.2% |
| CGNX COGNEX CORP | 13.3M | 0.7% | 271.5K | 60.54 | +41.7% |
| GNTX GENTEX CORP | 11.7M | 0.6% | 534.4K | 23.64 | -13.6% |
| ESE ESCO TECHNOLOGIES INC | 10.8M | 0.6% | 38.4K | 287.24 | +50.8% |
| FDS FACTSET RESEARCH SYSTEMS INC | 9.3M | 0.5% | 43.0K | 299.91 | -22.6% |
| MMSI MERIT MEDICAL SYSTEMS INC | 8.0M | 0.4% | 115.8K | 90.78 | +3.9% |
| ORLY O REILLY AUTOMOTIVE INC | 8.0M | 0.4% | 86.2K | 89.11 | -14.3% |
| SNPS SYNOPSYS INC | 7.7M | 0.4% | 19.5K | 397.87 | -33.8% |
| QLYS QUALYS, INC. | 7.4M | 0.4% | 83.8K | 181.98 | +37.7% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 6.9M | 0.4% | 6.3K | 1,316.28 | +59.3% |
| DORM Dorman Products, Inc. | 6.3M | 0.3% | 60.4K | 132.12 | -14.2% |
| KWR QUAKER CHEMICAL CORP | 4.8M | 0.3% | 38.6K | 163.02 | +19.0% |
| SPSC SPS COMMERCE INC | 4.8M | 0.3% | 86.1K | 81.09 | -27.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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