AMERICAN CAPITAL MANAGEMENT INC
75 holdingsFiling period: 2026-03-31Current AUM: $2.25Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MEDP | MEDPACE HOLDINGS INC | 217.9K | $104.7M | $125.8M | 5.59% | -6,427 | 2026-03-31 |
| 2 | PANW | PALO ALTO NETWORKS INC | 624.1K | $100.1M | $207.1M | 9.20% | -- | 2026-03-31 |
| 3 | RBC | RBC BEARINGS INC | 175.4K | $95.3M | $96.7M | 4.30% | -38,674 | 2026-03-31 |
| 4 | IDXX | IDEXX LABORATORIES INC | 166.1K | $93.3M | $92.8M | 4.13% | -15,689 | 2026-03-31 |
| 5 | AVAV | AEROVIRONMENT INC | 436.4K | $79.9M | $65.2M | 2.90% | -211,343 | 2026-03-31 |
| 6 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | 1.07M | $75.6M | $50.0M | 2.22% | -562,585 | 2026-03-31 |
| 7 | FTNT | FORTINET INC | 828.9K | $67.7M | $134.2M | 5.97% | -96,830 | 2026-03-31 |
| 8 | SEIC | SEI INVESTMENTS CO | 768.6K | $60.3M | $79.2M | 3.52% | +193.8K | 2026-03-31 |
| 9 | RMD | RESMED INC | 265.4K | $59.6M | $56.0M | 2.49% | -41,557 | 2026-03-31 |
| 10 | GMED | GLOBUS MEDICAL INC | 663.0K | $57.1M | $52.2M | 2.32% | +176.8K | 2026-03-31 |
| 11 | TECH | BIO-TECHNE CORP | 1.02M | $53.4M | $73.6M | 3.27% | +80.0K | 2026-03-31 |
| 12 | — | COGNYTE SOFTWARE LTD | 6.50M | $52.6M | $52.6M | 2.34% | -212,184 | 2026-03-31 |
| 13 | VRNS | VARONIS SYSTEMS INC | 2.33M | $50.0M | $93.0M | 4.13% | +819.3K | 2026-03-31 |
| 14 | RAMP | LIVE RAMP HOLDINGS INC | 1.86M | $49.4M | $70.6M | 3.14% | -14,167 | 2026-03-31 |
| 15 | GWRE | GUIDEWIRE SOFTWARE INC | 324.2K | $48.5M | $49.3M | 2.19% | -1,236 | 2026-03-31 |
| 16 | MANH | MANHATTAN ASSOCIATES INC | 357.8K | $47.6M | $68.5M | 3.04% | -9,053 | 2026-03-31 |
| 17 | NOVT | NOVANTA INC | 373.9K | $44.2M | $53.3M | 2.37% | -7,992 | 2026-03-31 |
| 18 | RGEN | REPLIGEN CORP | 357.7K | $42.1M | $50.4M | 2.24% | +22.6K | 2026-03-31 |
| 19 | CVLT | COMMVAULT SYSTEMS INC | 540.8K | $42.1M | $63.7M | 2.83% | +7.0K | 2026-03-31 |
| 20 | DT | DYNATRACE INC | 1.05M | $39.0M | $46.7M | 2.08% | -- | 2026-03-31 |
| 21 | JKHY | JACK HENRY & ASSOCIATES INC | 243.1K | $38.4M | $37.4M | 1.66% | -8,262 | 2026-03-31 |
| 22 | VEEV | VEEVA SYSTEMS INC | 206.2K | $36.2M | $42.0M | 1.87% | -16,207 | 2026-03-31 |
| 23 | PRLB | PROTO LABS INC | 627.7K | $35.8M | $47.1M | 2.09% | -3,606 | 2026-03-31 |
| 24 | NCNO | NCINO INC | 2.38M | $35.6M | $43.8M | 1.95% | +347.6K | 2026-03-31 |
| 25 | TYL | TYLER TECHNOLOGIES INC | 98.9K | $33.9M | $30.6M | 1.36% | +76.9K | 2026-03-31 |
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