13F Insight
DOSSIER · 13F-HR · Q2 2026

AMERICAN CAPITAL MANAGEMENT INC

$2.2B in tracked AUM across 80 positions as of Q2 2026.

AC
CIK 0001320168 · last filed Jun 30, 2026
Total AUM
$2.2B
as of Q2 2026
Holdings
80
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

AMERICAN CAPITAL MANAGEMENT INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PANW
PALO ALTO NETWORKS INC
$195M573K8.8%02
34959E109
FORTINET INC
$112M730K5.0%03
MEDP
MEDPACE HOLDINGS INC
$111M210K5.0%04
VRNS
VARONIS SYSTEMS INC
$94M2.2M4.2%05
RBC
RBC BEARINGS INC
$93M144K4.2%06
IDXX
IDEXX LABORATORIES INC
$85M162K3.8%07
NCNO
NCINO INC
$84M5.1M3.7%08
AVAV
AEROVIRONMENT INC
$70M423K3.1%09
TECH
BIO-TECHNE CORP
$69M974K3.1%10
SEIC
SEI INVESTMENTS COMPANY
$65M745K2.9%

Filing history

2026Q2Jun 30
$2.2B▲ 19.8%
80 positionsView →2026Q1Mar 31
$1.9B▼ 17.8%
75 positionsView →2025Q4Dec 31
$2.3B▼ 9.7%
68 positionsView →2025Q3Sep 30
$2.5B▲ 4.1%
68 positionsView →2025Q2Jun 30
$2.4B▼ 1.9%
63 positionsLocked2025Q1Mar 31
$2.5B▼ 8.5%
63 positionsLocked2024Q4Dec 31
$2.7B▼ 12.2%
63 positionsLocked2024Q3Sep 30
$3.1B▲ 2.4%
61 positionsLocked2024Q2Jun 30
$3.0B▼ 4.2%
62 positionsLocked2024Q1Mar 31
$3.1B▲ 6.7%
64 positionsLocked2023Q4Dec 31
$2.9B▲ 12.7%
64 positionsLocked2023Q3Sep 30
$2.6B▼ 9.9%
63 positionsLocked
Showing 12 of 85