American Capital Management
$2.2B 13F equity value
82 Holdings
Quarter ended June 30, 2026
The latest 13F on file for American Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | 572,934 | $195M | 8.8% |
| FTNT | FORTINET INC | 729,885 | $112M | 5.0% |
| MEDP | MEDPACE HOLDINGS INC | 210,217 | $111M | 5.0% |
| VRNS | VARONIS SYSTEMS INC | 2,241,704 | $94M | 4.2% |
| RBC | RBC BEARINGS INC | 143,737 | $93M | 4.2% |
| IDXX | IDEXX LABORATORIES INC | 162,110 | $85M | 3.8% |
| NCNO | NCINO INC | 5,107,539 | $84M | 3.7% |
| AVAV | AEROVIRONMENT INC | 422,518 | $70M | 3.1% |
| TECH | BIO-TECHNE CORP | 973,789 | $69M | 3.1% |
| SEIC | SEI INVESTMENTS COMPANY | 745,323 | $65M | 2.9% |
Track American Capital Management's 13F portfolio: $2.2B in reported holdings, 82 positions. Top holdings and quarterly changes on SentiSense.
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