American Capital Management Inc
80 holdingsFiling period: 2026-06-30Current AUM: $2.37Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | 572.9K | $195.4M | $195.0M | 8.22% | -51,150 | 2026-06-30 |
| 2 | FTNT | Fortinet Inc | 729.9K | $112.1M | $124.8M | 5.26% | -99,038 | 2026-06-30 |
| 3 | MEDP | Medpace Holdings Inc | 210.2K | $111.3M | $130.8M | 5.52% | -7,730 | 2026-06-30 |
| 4 | VRNS | Varonis Systems Inc | 2.24M | $94.1M | $109.1M | 4.60% | -86,675 | 2026-06-30 |
| 5 | RBC | RBC Bearings Inc | 143.7K | $92.6M | $71.2M | 3.00% | -31,706 | 2026-06-30 |
| 6 | IDXX | Idexx Laboratories Inc | 162.1K | $85.3M | $90.4M | 3.81% | -3,946 | 2026-06-30 |
| 7 | NCNO | Ncino Inc | 5.11M | $83.5M | $110.3M | 4.65% | +2.73M | 2026-06-30 |
| 8 | AVAV | Aerovironment Inc | 422.5K | $69.7M | $49.7M | 2.10% | -13,849 | 2026-06-30 |
| 9 | TECH | Bio-Techne Corp | 973.8K | $68.8M | $70.7M | 2.98% | -47,339 | 2026-06-30 |
| 10 | SEIC | Sei Investments Company | 745.3K | $65.4M | $79.9M | 3.37% | -23,292 | 2026-06-30 |
| 11 | CVLT | Commvault Systems Inc | 440.9K | $62.5M | $68.7M | 2.90% | -99,914 | 2026-06-30 |
| 12 | MRCY | Mercury Systems Inc | 486.1K | $59.5M | $36.2M | 1.53% | -- | 2026-06-30 |
| 13 | NOVT | Novanta Inc | 362.3K | $58.8M | $49.1M | 2.07% | -11,603 | 2026-06-30 |
| 14 | DT | Dynatrace Inc | 1.33M | $58.5M | $84.8M | 3.58% | +278.2K | 2026-06-30 |
| 15 | — | Cognyte Software Ltd | 6.18M | $54.3M | $54.3M | 2.29% | -312,643 | 2026-06-30 |
| 16 | GMED | Globus Medical Inc | 653.1K | $51.6M | $51.6M | 2.17% | -9,977 | 2026-06-30 |
| 17 | KTOS | Kratos Defense & Security Solutions Inc | 1.03M | $51.3M | $40.1M | 1.69% | -42,255 | 2026-06-30 |
| 18 | MANH | Manhattan Associates Inc | 364.7K | $50.8M | $84.9M | 3.58% | +6.9K | 2026-06-30 |
| 19 | PRLB | Proto Labs Inc | 619.8K | $50.5M | $54.4M | 2.29% | -7,860 | 2026-06-30 |
| 20 | RGEN | Repligen Corp | 361.1K | $49.3M | $64.6M | 2.72% | +3.3K | 2026-06-30 |
| 21 | AAON | Aaon Inc | 375.2K | $47.6M | $27.7M | 1.17% | +98.3K | 2026-06-30 |
| 22 | RMD | Resmed Inc | 228.5K | $44.5M | $56.1M | 2.37% | -36,941 | 2026-06-30 |
| 23 | GWRE | Guidewire Software Inc | 329.0K | $40.5M | $60.4M | 2.55% | +4.8K | 2026-06-30 |
| 24 | DORM | Dorman Products Inc | 284.2K | $38.8M | $35.2M | 1.49% | +223.8K | 2026-06-30 |
| 25 | BMI | Badger Meter Inc | 258.2K | $38.3M | $33.3M | 1.41% | +72.4K | 2026-06-30 |
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