American Capital Management
$1.9B Assets Reported
77 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MEDP | MEDPACE HOLDINGS INC | 217,947 | $105M | 5.6% |
| PANW | PALO ALTO NETWORKS INC | 624,084 | $100M | 5.4% |
| RBC | RBC BEARINGS INC | 175,443 | $95M | 5.1% |
| IDXX | IDEXX LABORATORIES INC | 166,056 | $93M | 5.0% |
| AVAV | AEROVIRONMENT INC | 436,367 | $80M | 4.3% |
| KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | 1,071,908 | $76M | 4.1% |
| FTNT | FORTINET INC | 828,923 | $68M | 3.6% |
| SEIC | SEI INVESTMENTS CO | 768,615 | $60M | 3.2% |
| RMD | RESMED INC | 265,399 | $60M | 3.2% |
| GMED | GLOBUS MEDICAL INC | 663,049 | $57M | 3.1% |
Track American Capital Management's 13F portfolio: $1.9B in reported holdings, 77 positions. Top holdings, AUM, and quarterly changes on SentiSense.