AMERICAN CAPITAL MANAGEMENT INC
CIK 0001320168 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.23B
2026 Q2
Positions
80
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
PANW
PALO ALTO NETWORKS INC
8.8%
FTNT
FORTINET INC
5.0%
MEDP
MEDPACE HOLDINGS INC
5.0%
VRNS
VARONIS SYSTEMS INC
4.2%
RBC
RBC BEARINGS INC
4.2%
IDXX
IDEXX LABORATORIES INC
3.8%
NCNO
NCINO INC
3.7%
AVAV
AEROVIRONMENT INC
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.