AMERICAN CAPITAL MANAGEMENT INC: 13F holdings
CIK 13201682026Q2
| Positions | 80 |
|---|
| Reported value | $2.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 80 (+5 vs prior quarter) |
|---|
| Reported value | $2.2bn (+19.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PANW PALO ALTO NETWORKS INC | 572,934 | $195.4m | 8.8% |
| FTNT FORTINET INC | 729,885 | $112.1m | 5.0% |
| MEDP MEDPACE HOLDINGS INC | 210,217 | $111.3m | 5.0% |
| VRNS VARONIS SYSTEMS INC | 2,241,704 | $94.1m | 4.2% |
| RBC RBC BEARINGS INC | 143,737 | $92.6m | 4.2% |
| IDXX IDEXX LABORATORIES INC | 162,110 | $85.3m | 3.8% |
| NCNO NCINO INC | 5,107,539 | $83.5m | 3.7% |
| AVAV AEROVIRONMENT INC | 422,518 | $69.7m | 3.1% |
| TECH BIO-TECHNE CORP | 973,789 | $68.8m | 3.1% |
| SEIC SEI INVESTMENTS COMPANY | 745,323 | $65.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1320168")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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