Holders — by stockHoldings — by fund
AMERICAN CAPITAL MANAGEMENT INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001320168
$2.23B
disclosed book value
80
positions
8.8%
largest position share
Positions, as of 2026-06-30
top 80 of 80 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 572,934 | $195.4M | 8.8% |
| 2 | FTNTFORTINET INC | 729,885 | $112.1M | 5% |
| 3 | MEDPMEDPACE HOLDINGS INC | 210,217 | $111.3M | 5% |
| 4 | VRNSVARONIS SYSTEMS INC | 2.2M | $94.1M | 4.2% |
| 5 | RBCRBC BEARINGS INC | 143,737 | $92.6M | 4.2% |
| 6 | IDXXIDEXX LABORATORIES INC | 162,110 | $85.3M | 3.8% |
| 7 | NCNONCINO INC | 5.1M | $83.5M | 3.7% |
| 8 | AVAVAEROVIRONMENT INC | 422,518 | $69.7M | 3.1% |
| 9 | TECHBIO-TECHNE CORP | 973,789 | $68.8M | 3.1% |
| 10 | SEICSEI INVESTMENTS COMPANY | 745,323 | $65.4M | 2.9% |
| 11 | CVLTCOMMVAULT SYSTEMS INC | 440,931 | $62.5M | 2.8% |
| 12 | MRCYMERCURY SYSTEMS INC | 486,064 | $59.5M | 2.7% |
| 13 | NOVTNOVANTA INC | 362,271 | $58.8M | 2.6% |
| 14 | DTDYNATRACE INC | 1.3M | $58.5M | 2.6% |
| 15 | COGNYTE SOFTWARE LTD | 6.2M | $54.3M | 2.4% |
| 16 | GMEDGLOBUS MEDICAL INC | 653,072 | $51.6M | 2.3% |
| 17 | KTOSKRATOS DEFENSE & SECURITY SOLUTIONS INC | 1.0M | $51.3M | 2.3% |
| 18 | MANHMANHATTAN ASSOCIATES INC | 364,696 | $50.8M | 2.3% |
| 19 | PRLBPROTO LABS INC | 619,845 | $50.5M | 2.3% |
| 20 | RGENREPLIGEN CORP | 361,055 | $49.3M | 2.2% |
| 21 | AAONAAON INC | 375,178 | $47.6M | 2.1% |
| 22 | RMDRESMED INC | 228,458 | $44.5M | 2% |
| 23 | GWREGUIDEWIRE SOFTWARE INC | 328,983 | $40.5M | 1.8% |
| 24 | DORMDORMAN PRODUCTS INC | 284,244 | $38.8M | 1.7% |
| 25 | BMIBADGER METER INC | 258,243 | $38.3M | 1.7% |
| 26 | VEEVVEEVA SYSTEMS INC | 196,848 | $34.9M | 1.6% |
| 27 | NEONEOGENOMICS INC | 2.2M | $32.6M | 1.5% |
| 28 | TYLTYLER TECHNOLOGIES INC | 101,210 | $29.6M | 1.3% |
| 29 | VSECVSE CORP | 128,934 | $29.5M | 1.3% |
| 30 | CRNCCERENCE INC | 2.4M | $27.3M | 1.2% |
| 31 | AZTAAZENTA INC | 1.1M | $27.1M | 1.2% |
| 32 | STAASTAAR SURGICAL COMPANY | 846,659 | $24.3M | 1.1% |
| 33 | TWTRADEWEB MARKETS INC | 238,244 | $23.7M | 1.1% |
| 34 | IPGPIPG PHOTONICS CORP | 197,882 | $23.2M | 1% |
| 35 | ESEESCO TECHNOLOGIES INC | 65,312 | $22.9M | 1% |
| 36 | CSGPCOSTAR GROUP INC | 725,143 | $20.5M | 0.9% |
| 37 | CGNXCOGNEX CORP | 251,103 | $18.2M | 0.8% |
| 38 | MORNMORNINGSTAR INC | 114,947 | $17.9M | 0.8% |
| 39 | DXCMDEXCOM INC | 235,152 | $15.8M | 0.7% |
| 40 | JKHYJACK HENRY & ASSOCIATES INC | 99,930 | $13.8M | 0.6% |
| 41 | GNTXGENTEX CORP | 531,229 | $13.4M | 0.6% |
| 42 | NICENICE LTD | 136,644 | $12.4M | 0.6% |
| 43 | FDSFACTSET RESEARCH SYSTEMS INC | 40,986 | $9.4M | 0.4% |
| 44 | RAMPLIVE RAMP HOLDINGS INC | 246,042 | $9.3M | 0.4% |
| 45 | SNPSSYNOPSYS INC | 19,196 | $8.6M | 0.4% |
| 46 | MPWRMONOLITHIC POWER SYSTEMS INC | 5,897 | $8.2M | 0.4% |
| 47 | ORLYO'REILLY AUTOMOTIVE INC | 86,235 | $7.9M | 0.4% |
| 48 | MMSIMERIT MEDICAL SYSTEMS INC | 104,967 | $7.3M | 0.3% |
| 49 | GHMGRAHAM CORP | 52,050 | $6.4M | 0.3% |
| 50 | HAEHAEMONETICS CORP | 66,915 | $5.0M | 0.2% |
| 51 | KORNIT DIGITAL LTD | 282,976 | $4.6M | 0.2% |
| 52 | PODDINSULET CORP | 29,455 | $4.5M | 0.2% |
| 53 | KWRQUAKER CHEMICAL CORP | 27,279 | $4.3M | 0.2% |
| 54 | SPSCSPS COMMERCE INC | 73,958 | $4.2M | 0.2% |
| 55 | ALRMALARM.COM HOLDINGS INC | 68,544 | $3.2M | 0.1% |
| 56 | BCPCBALCHEM CORP | 16,067 | $2.7M | 0.1% |
| 57 | FELEFRANKLIN ELECTRIC CO INC | 22,000 | $2.4M | 0.1% |
| 58 | SHYISHARES TRUST | 25,524 | $2.1M | 0.1% |
| 59 | SPYSPDR S&P 500 ETF TRUST | 2,425 | $1.8M | 0.1% |
| 60 | MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 3,626 | $1.4M | 0.1% |
| 61 | DSGXDESCARTES SYSTEMS GROUP INC (THE) | 19,605 | $1.4M | 0.1% |
| 62 | JFROG LTD | 13,479 | $1.2M | 0.1% |
| 63 | NEOGNEOGEN CORP | 133,457 | $1.2M | 0.1% |
| 64 | IGSBISHARES TRUST | 21,496 | $1.1M | 0.1% |
| 65 | QLYSQUALYS INC | 7,125 | $979,616 | 0% |
| 66 | TRMBTRIMBLE INC | 19,000 | $972,420 | 0% |
| 67 | LQDISHARES TRUST | 8,702 | $949,127 | 0% |
| 68 | NOVT 6.5 11/01/28NOVANTA INC | 14,035 | $945,959 | 0% |
| 69 | ACIWACI WORLDWIDE INC | 18,410 | $925,839 | 0% |
| 70 | ZBRAZEBRA TECHNOLOGIES CORP | 3,300 | $868,758 | 0% |
| 71 | AAPLAPPLE INC | 2,800 | $810,208 | 0% |
| 72 | MBBISHARES TRUST | 8,186 | $773,741 | 0% |
| 73 | HYGISHARES TRUST | 7,173 | $573,625 | 0% |
| 74 | ICON PLC | 2,823 | $490,383 | 0% |
| 75 | ILMNILLUMINA INC | 2,220 | $390,343 | 0% |
| 76 | MRKMERCK & COMPANY INC | 2,100 | $269,850 | 0% |
| 77 | VONGVANGUARD SCOTTSDALE FUNDS | 1,949 | $249,102 | 0% |
| 78 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 353 | $248,279 | 0% |
| 79 | VUGVANGUARD INDEX FUNDS | 2,860 | $246,360 | 0% |
| 80 | ACWXISHARES TRUST | 3,220 | $245,074 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.