AMERICAN CAPITAL MANAGEMENT INC
CIK: 1320168
Holdings (80)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- PANW
PALO ALTO NETWORKS INC
$195.38M
572,934 sh8.76%-8.2% - FTNT
FORTINET INC
$112.12M
729,885 sh5.03%-11.9% - MEDP
MEDPACE HOLDINGS INC
$111.33M
210,217 sh4.99%-3.5% - VRNS
VARONIS SYSTEMS INC
$94.06M
2.24M sh4.22%-3.7% - RBC
RBC BEARINGS INC
$92.58M
143,737 sh4.15%-18.1% - IDXX
IDEXX LABORATORIES INC
$85.34M
162,110 sh3.83%-2.4% - NCNO
NCINO INC
$83.51M
5.11M sh3.74%+115.0% - AVAV
AEROVIRONMENT INC
$69.75M
422,518 sh3.13%-3.2% - TECH
BIO-TECHNE CORP
$68.8M
973,789 sh3.08%-4.6% - SEIC
SEI INVESTMENTS COMPANY
$65.37M
745,323 sh2.93%-3.0% - CVLT
COMMVAULT SYSTEMS INC
$62.49M
440,931 sh2.80%-18.5% - MRCY
MERCURY SYSTEMS INC
$59.46M
486,064 sh2.67%New - NOVT
NOVANTA INC
$58.77M
362,271 sh2.64%-3.1% - DT
DYNATRACE INC
$58.51M
1.33M sh2.62%+26.4% - CGNT
COGNYTE SOFTWARE LTD
$54.29M
6.18M sh2.43%-4.8% - GMED
GLOBUS MEDICAL INC
$51.6M
653,072 sh2.31%-1.5% - KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC
$51.34M
1.03M sh2.30%-3.9% - MANH
MANHATTAN ASSOCIATES INC
$50.78M
364,696 sh2.28%+1.9% - PRLB
PROTO LABS INC
$50.52M
619,845 sh2.27%-1.3% - RGEN
REPLIGEN CORP
$49.26M
361,055 sh2.21%+0.9% - AAON
AAON INC
$47.6M
375,178 sh2.13%+35.5% - RMD
RESMED INC
$44.52M
228,458 sh2.00%-13.9% - GWRE
GUIDEWIRE SOFTWARE INC
$40.48M
328,983 sh1.82%+1.5% - DORM
DORMAN PRODUCTS INC
$38.79M
284,244 sh1.74%+370.3% - BMI
BADGER METER INC
$38.32M
258,243 sh1.72%+39.0% - VEEV
VEEVA SYSTEMS INC
$34.93M
196,848 sh1.57%-4.5% - NEO
NEOGENOMICS INC
$32.65M
2.24M sh1.46%-0.6% - TYL
TYLER TECHNOLOGIES INC
$29.6M
101,210 sh1.33%+2.3% - VSEC
VSE CORP
$29.46M
128,934 sh1.32%+52.0% - CRNC
CERENCE INC
$27.25M
2.41M sh1.22%-4.4% - AZTA
AZENTA INC
$27.09M
1.06M sh1.21%-18.1% - STAA
STAAR SURGICAL COMPANY
$24.29M
846,659 sh1.09%-3.6% - TW
TRADEWEB MARKETS INC
$23.74M
238,244 sh1.06%-4.4% - IPGP
IPG PHOTONICS CORP
$23.22M
197,882 sh1.04%-5.3% - ESE
ESCO TECHNOLOGIES INC
$22.86M
65,312 sh1.03%+70.0% - CSGP
COSTAR GROUP INC
$20.54M
725,143 sh0.92%-12.1% - CGNX
COGNEX CORP
$18.18M
251,103 sh0.82%-7.5% - MORN
MORNINGSTAR INC
$17.93M
114,947 sh0.80%+6.1% - DXCM
DEXCOM INC
$15.84M
235,152 sh0.71%-6.5% - JKHY
JACK HENRY & ASSOCIATES INC
$13.76M
99,930 sh0.62%-58.9% - GNTX
GENTEX CORP
$13.42M
531,229 sh0.60%-0.6% - NICE
NICE LTD
$12.41M
136,644 sh0.56%-13.3% - FDS
FACTSET RESEARCH SYSTEMS INC
$9.43M
40,986 sh0.42%-4.7% - RAMP
LIVE RAMP HOLDINGS INC
$9.26M
246,042 sh0.42%-86.8% - SNPS
SYNOPSYS INC
$8.56M
19,196 sh0.38%-1.3% - MPWR
MONOLITHIC POWER SYSTEMS INC
$8.15M
5,897 sh0.37%-6.7% - ORLY
O'REILLY AUTOMOTIVE INC
$7.94M
86,235 sh0.36%+0.0% - MMSI
MERIT MEDICAL SYSTEMS INC
$7.28M
104,967 sh0.33%-9.3% - GHM
GRAHAM CORP
$6.44M
52,050 sh0.29%+1.0% - HAE
HAEMONETICS CORP
$5.02M
66,915 sh0.23%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 PANW PALO ALTO NETWORKS INC | 572,934 | $195.38M | -8.2% | 8.76% | Q2 2026 |
 FTNT FORTINET INC | 729,885 | $112.12M | -11.9% | 5.03% | Q2 2026 |
 MEDP MEDPACE HOLDINGS INC | 210,217 | $111.33M | -3.5% | 4.99% | Q2 2026 |
 VRNS VARONIS SYSTEMS INC | 2.24M | $94.06M | -3.7% | 4.22% | Q2 2026 |
 RBC RBC BEARINGS INC | 143,737 | $92.58M | -18.1% | 4.15% | Q2 2026 |
 IDXX IDEXX LABORATORIES INC | 162,110 | $85.34M | -2.4% | 3.83% | Q2 2026 |
 NCNO NCINO INC | 5.11M | $83.51M | +115.0% | 3.74% | Q2 2026 |
 AVAV AEROVIRONMENT INC | 422,518 | $69.75M | -3.2% | 3.13% | Q2 2026 |
 TECH BIO-TECHNE CORP | 973,789 | $68.8M | -4.6% | 3.08% | Q2 2026 |
 SEIC SEI INVESTMENTS COMPANY | 745,323 | $65.37M | -3.0% | 2.93% | Q2 2026 |
 CVLT COMMVAULT SYSTEMS INC | 440,931 | $62.49M | -18.5% | 2.80% | Q2 2026 |
 MRCY MERCURY SYSTEMS INC | 486,064 | $59.46M | New | 2.67% | Q2 2026 |
 NOVT NOVANTA INC | 362,271 | $58.77M | -3.1% | 2.64% | Q2 2026 |
 DT DYNATRACE INC | 1.33M | $58.51M | +26.4% | 2.62% | Q2 2026 |
 CGNT COGNYTE SOFTWARE LTD | 6.18M | $54.29M | -4.8% | 2.43% | Q2 2026 |
 GMED GLOBUS MEDICAL INC | 653,072 | $51.6M | -1.5% | 2.31% | Q2 2026 |
 KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC | 1.03M | $51.34M | -3.9% | 2.30% | Q2 2026 |
 MANH MANHATTAN ASSOCIATES INC | 364,696 | $50.78M | +1.9% | 2.28% | Q2 2026 |
 PRLB PROTO LABS INC | 619,845 | $50.52M | -1.3% | 2.27% | Q2 2026 |
 RGEN REPLIGEN CORP | 361,055 | $49.26M | +0.9% | 2.21% | Q2 2026 |
 AAON AAON INC | 375,178 | $47.6M | +35.5% | 2.13% | Q2 2026 |
 RMD RESMED INC | 228,458 | $44.52M | -13.9% | 2.00% | Q2 2026 |
 GWRE GUIDEWIRE SOFTWARE INC | 328,983 | $40.48M | +1.5% | 1.82% | Q2 2026 |
 DORM DORMAN PRODUCTS INC | 284,244 | $38.79M | +370.3% | 1.74% | Q2 2026 |
 BMI BADGER METER INC | 258,243 | $38.32M | +39.0% | 1.72% | Q2 2026 |
 VEEV VEEVA SYSTEMS INC | 196,848 | $34.93M | -4.5% | 1.57% | Q2 2026 |
 NEO NEOGENOMICS INC | 2.24M | $32.65M | -0.6% | 1.46% | Q2 2026 |
 TYL TYLER TECHNOLOGIES INC | 101,210 | $29.6M | +2.3% | 1.33% | Q2 2026 |
 VSEC VSE CORP | 128,934 | $29.46M | +52.0% | 1.32% | Q2 2026 |
 CRNC CERENCE INC | 2.41M | $27.25M | -4.4% | 1.22% | Q2 2026 |
 AZTA AZENTA INC | 1.06M | $27.09M | -18.1% | 1.21% | Q2 2026 |
 STAA STAAR SURGICAL COMPANY | 846,659 | $24.29M | -3.6% | 1.09% | Q2 2026 |
 TW TRADEWEB MARKETS INC | 238,244 | $23.74M | -4.4% | 1.06% | Q2 2026 |
 IPGP IPG PHOTONICS CORP | 197,882 | $23.22M | -5.3% | 1.04% | Q2 2026 |
 ESE ESCO TECHNOLOGIES INC | 65,312 | $22.86M | +70.0% | 1.03% | Q2 2026 |
 CSGP COSTAR GROUP INC | 725,143 | $20.54M | -12.1% | 0.92% | Q2 2026 |
 CGNX COGNEX CORP | 251,103 | $18.18M | -7.5% | 0.82% | Q2 2026 |
 MORN MORNINGSTAR INC | 114,947 | $17.93M | +6.1% | 0.80% | Q2 2026 |
 DXCM DEXCOM INC | 235,152 | $15.84M | -6.5% | 0.71% | Q2 2026 |
 JKHY JACK HENRY & ASSOCIATES INC | 99,930 | $13.76M | -58.9% | 0.62% | Q2 2026 |
 GNTX GENTEX CORP | 531,229 | $13.42M | -0.6% | 0.60% | Q2 2026 |
 NICE NICE LTD | 136,644 | $12.41M | -13.3% | 0.56% | Q2 2026 |
 FDS FACTSET RESEARCH SYSTEMS INC | 40,986 | $9.43M | -4.7% | 0.42% | Q2 2026 |
 RAMP LIVE RAMP HOLDINGS INC | 246,042 | $9.26M | -86.8% | 0.42% | Q2 2026 |
 SNPS SYNOPSYS INC | 19,196 | $8.56M | -1.3% | 0.38% | Q2 2026 |
 MPWR MONOLITHIC POWER SYSTEMS INC | 5,897 | $8.15M | -6.7% | 0.37% | Q2 2026 |
 ORLY O'REILLY AUTOMOTIVE INC | 86,235 | $7.94M | +0.0% | 0.36% | Q2 2026 |
 MMSI MERIT MEDICAL SYSTEMS INC | 104,967 | $7.28M | -9.3% | 0.33% | Q2 2026 |
 GHM GRAHAM CORP | 52,050 | $6.44M | +1.0% | 0.29% | Q2 2026 |
 HAE HAEMONETICS CORP | 66,915 | $5.02M | +0.0% | 0.23% | Q2 2026 |
1-50 of 80 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About AMERICAN CAPITAL MANAGEMENT INC
AMERICAN CAPITAL MANAGEMENT INC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1320168). Signal8 holds 20 13F filings from it. Its SEC filings list New York as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 80 securities, not counting options, up from 75 in Q1 2026.
Its five largest reported positions, in order, are PALO ALTO NETWORKS INC (PANW), FORTINET INC (FTNT), MEDPACE HOLDINGS INC (MEDP), VARONIS SYSTEMS INC (VRNS) and RBC BEARINGS INC (RBC). The next five are IDEXX LABORATORIES INC (IDXX), NCINO INC (NCNO), AEROVIRONMENT INC (AVAV), BIO-TECHNE CORP (TECH) and SEI INVESTMENTS COMPANY (SEIC).
Recent 13F filings by AMERICAN CAPITAL MANAGEMENT INC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 80 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 75 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 68 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 68 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 63 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 63 securities.