Sponsored

The Analysis of AMERICAN CAPITAL MANAGEMENT INC's Holdings & P&L

Currently, AMERICAN CAPITAL MANAGEMENT INC holds 76 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in MEDP (+217.9K shares, valued at $104.7M), PANW (+624.1K shares, valued at $100.1M), RBC (+175.4K shares, valued at $95.3M); decreased their positions in CRNC (-1.3M shares, valued at $12.4M); initiated new positions in MEDP (+217.9K shares, valued at $104.7M), PANW (+624.1K shares, valued at $100.1M), RBC (+175.4K shares, valued at $95.3M).

1M P&L

+92.0M+4.92%

3M P&L

-48.7M-2.42%

HY P&L

-197.9M-9.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure458.0M

20.1%

2Software - Application366.9M

16.1%

3Diagnostics & Research290.7M

12.8%

Top Industries by Stock Count

1Software - Application13 stocks

19.1%

2Software - Infrastructure8 stocks

11.8%

3Medical Instruments & Supplies6 stocks

8.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MEDP MEDPACE HOLDINGS INC217.9K sharesnew addition2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC624.1K sharesnew addition2026-03-312026-05-15

RBC RBC BEARINGS INC175.4K sharesnew addition2026-03-312026-05-15

IDXX IDEXX LABORATORIES INC166.1K sharesnew addition2026-03-312026-05-15

AVAV AEROVIRONMENT INC436.4K sharesnew addition2026-03-312026-05-15

KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC1.1M sharesnew addition2026-03-312026-05-15

FTNT FORTINET INC828.9K sharesnew addition2026-03-312026-05-15

SEIC SEI INVESTMENTS CO768.6K sharesnew addition2026-03-312026-05-15

Sponsored

RMD RESMED INC265.4K sharesnew addition2026-03-312026-05-15

GMED GLOBUS MEDICAL INC663.0K sharesnew addition2026-03-312026-05-15

TECH BIO-TECHNE CORP1.0M sharesnew addition2026-03-312026-05-15

CGNT COGNYTE SOFTWARE LTD6.5M sharesnew addition2026-03-312026-05-15

VRNS VARONIS SYSTEMS INC2.3M sharesnew addition2026-03-312026-05-15

RAMP LIVE RAMP HOLDINGS INC1.9M sharesnew addition2026-03-312026-05-15

GWRE GUIDEWIRE SOFTWARE INC324.2K sharesnew addition2026-03-312026-05-15

MANH MANHATTAN ASSOCIATES INC357.8K sharesnew addition2026-03-312026-05-15

Sponsored

NOVT NOVANTA INC373.9K sharesnew addition2026-03-312026-05-15

RGEN REPLIGEN CORP357.7K sharesnew addition2026-03-312026-05-15

CVLT COMMVAULT SYSTEMS INC540.8K sharesnew addition2026-03-312026-05-15

DT DYNATRACE INC1.1M sharesnew addition2026-03-312026-05-15

JKHY JACK HENRY & ASSOCIATES INC243.1K sharesnew addition2026-03-312026-05-15

VEEV VEEVA SYSTEMS INC206.2K sharesnew addition2026-03-312026-05-15

PRLB PROTO LABS INC627.7K sharesnew addition2026-03-312026-05-15

NCNO NCINO INC2.4M sharesnew addition2026-03-312026-05-15

Sponsored

TYL TYLER TECHNOLOGIES INC98.9K sharesnew addition2026-03-312026-05-15

CSGP COSTAR GROUP INC825.3K sharesnew addition2026-03-312026-05-15

TW TRADEWEB MARKETS INC249.2K sharesnew addition2026-03-312026-05-15

BMI BADGER METER INC185.8K sharesnew addition2026-03-312026-05-15

AZTA AZENTA INC1.3M sharesnew addition2026-03-312026-05-15

IPGP IPG PHOTONICS CORP208.9K sharesnew addition2026-03-312026-05-15

AAON AAON INC276.9K sharesnew addition2026-03-312026-05-15

MORN MORNINGSTAR INC108.3K sharesnew addition2026-03-312026-05-15

Sponsored

NICE NICE LTD157.6K sharesnew addition2026-03-312026-05-15

NEO NEOGENOMICS INC2.3M sharesnew addition2026-03-312026-05-15

STAA STAAR SURGICAL CO878.0K sharesnew addition2026-03-312026-05-15

CRNC CERENCE INC2.5M sharesnew addition2026-03-312026-05-15

DXCM DEXCOM INC251.5K sharesnew addition2026-03-312026-05-15

VSEC VSE CORP84.8K sharesnew addition2026-03-312026-05-15

CRNC 1.4M shares-47.82%2026-03-312026-05-15

CGNX COGNEX CORP271.5K sharesnew addition2026-03-312026-05-15

Sponsored

GNTX GENTEX CORP534.4K sharesnew addition2026-03-312026-05-15

ESE ESCO TECHNOLOGIES INC38.4K sharesnew addition2026-03-312026-05-15

FDS FACTSET RESEARCH SYSTEMS INC43.0K sharesnew addition2026-03-312026-05-15

MMSI MERIT MEDICAL SYSTEMS INC115.8K sharesnew addition2026-03-312026-05-15

ORLY O'REILLY AUTOMOTIVE INC86.2K sharesnew addition2026-03-312026-05-15

SNPS SYNOPSYS INC19.5K sharesnew addition2026-03-312026-05-15

QLYS QUALYS INC83.8K sharesnew addition2026-03-312026-05-15

MPWR MONOLITHIC POWER SYSTEMS INC6.3K sharesnew addition2026-03-312026-05-15

Sponsored

DORM DORMAN PRODUCTS INC60.4K sharesnew addition2026-03-312026-05-15

KWR QUAKER CHEMICAL CORP38.6K sharesnew addition2026-03-312026-05-15

SPSC SPS COMMERCE INC86.1K sharesnew addition2026-03-312026-05-15

KRNT KORNIT DIGITAL LTD283.0K sharesnew addition2026-03-312026-05-15

GHM GRAHAM CORP51.5K sharesnew addition2026-03-312026-05-15

PODD INSULET CORP19.3K sharesnew addition2026-03-312026-05-15

HAE HAEMONETICS CORP66.9K sharesnew addition2026-03-312026-05-15

BCPC BALCHEM CORP20.1K sharesnew addition2026-03-312026-05-15

Sponsored

ALRM ALARM.COM HOLDINGS INC69.8K sharesnew addition2026-03-312026-05-15

SHY ISHARES TRUST26.5K sharesnew addition2026-03-312026-05-15

FELE FRANKLIN ELECTRIC CO INC22.0K sharesnew addition2026-03-312026-05-15

SPY SPDR S&P 500 ETF TRUST2.4K sharesnew addition2026-03-312026-05-15

DSGX DESCARTES SYSTEMS GROUP INC (THE)19.1K sharesnew addition2026-03-312026-05-15

NEOG NEOGEN CORP133.7K sharesnew addition2026-03-312026-05-15

TRMB TRIMBLE INC19.0K sharesnew addition2026-03-312026-05-15

HOLX HOLOGIC INC16.3K sharesnew addition2026-03-312026-05-15

Sponsored

MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC3.9K sharesnew addition2026-03-312026-05-15

ACIW ACI WORLDWIDE INC18.4K sharesnew addition2026-03-312026-05-15

AAPL APPLE INC2.8K sharesnew addition2026-03-312026-05-15

ZBRA ZEBRA TECHNOLOGIES CORP3.3K sharesnew addition2026-03-312026-05-15

FROG JFROG LTD13.0K sharesnew addition2026-03-312026-05-15

NOVANTA INC NOVANTA INC10.1K sharesnew addition2026-03-312026-05-15

BLKB BLACKBAUD INC12.9K sharesnew addition2026-03-312026-05-15

ICLR ICON PLC3.3K sharesnew addition2026-03-312026-05-15

Sponsored

ILMN ILLUMINA INC2.2K sharesnew addition2026-03-312026-05-15

MERCK & COMPANY INC MERCK & COMPANY INC2.1K sharesnew addition2026-03-312026-05-15

MDY SPDR S&P MIDCAP 400 ETF TRUST353 sharesnew addition2026-03-312026-05-15

ACWX ISHARES TRUST3.0K sharesnew addition2026-03-312026-05-15

MEDP

MEDPACE HOLDINGS INC

New

Shares217.9K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

New

Shares624.1K

Event2026-03-31

Filed2026-05-15

RBC

RBC BEARINGS INC

New

Shares175.4K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABORATORIES INC

New

Shares166.1K

Event2026-03-31

Filed2026-05-15

AVAV

AEROVIRONMENT INC

New

Shares436.4K

Event2026-03-31

Filed2026-05-15

KTOS

KRATOS DEFENSE & SECURITY SOLUTIONS INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

New

Shares828.9K

Event2026-03-31

Filed2026-05-15

SEIC

SEI INVESTMENTS CO

New

Shares768.6K

Event2026-03-31

Filed2026-05-15

RMD

RESMED INC

New

Shares265.4K

Event2026-03-31

Filed2026-05-15

GMED

GLOBUS MEDICAL INC

New

Shares663.0K

Event2026-03-31

Filed2026-05-15

TECH

BIO-TECHNE CORP

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

CGNT

COGNYTE SOFTWARE LTD

New

Shares6.5M

Event2026-03-31

Filed2026-05-15

VRNS

VARONIS SYSTEMS INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

RAMP

LIVE RAMP HOLDINGS INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

GWRE

GUIDEWIRE SOFTWARE INC

New

Shares324.2K

Event2026-03-31

Filed2026-05-15

MANH

MANHATTAN ASSOCIATES INC

New

Shares357.8K

Event2026-03-31

Filed2026-05-15

NOVT

NOVANTA INC

New

Shares373.9K

Event2026-03-31

Filed2026-05-15

RGEN

REPLIGEN CORP

New

Shares357.7K

Event2026-03-31

Filed2026-05-15

CVLT

COMMVAULT SYSTEMS INC

New

Shares540.8K

Event2026-03-31

Filed2026-05-15

DYNATRACE INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

JKHY

JACK HENRY & ASSOCIATES INC

New

Shares243.1K

Event2026-03-31

Filed2026-05-15

VEEV

VEEVA SYSTEMS INC

New

Shares206.2K

Event2026-03-31

Filed2026-05-15

PRLB

PROTO LABS INC

New

Shares627.7K

Event2026-03-31

Filed2026-05-15

NCNO

NCINO INC

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

TYL

TYLER TECHNOLOGIES INC

New

Shares98.9K

Event2026-03-31

Filed2026-05-15

CSGP

COSTAR GROUP INC

New

Shares825.3K

Event2026-03-31

Filed2026-05-15

TRADEWEB MARKETS INC

New

Shares249.2K

Event2026-03-31

Filed2026-05-15

BMI

BADGER METER INC

New

Shares185.8K

Event2026-03-31

Filed2026-05-15

AZTA

AZENTA INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

IPGP

IPG PHOTONICS CORP

New

Shares208.9K

Event2026-03-31

Filed2026-05-15

AAON

AAON INC

New

Shares276.9K

Event2026-03-31

Filed2026-05-15

MORN

MORNINGSTAR INC

New

Shares108.3K

Event2026-03-31

Filed2026-05-15

NICE

NICE LTD

New

Shares157.6K

Event2026-03-31

Filed2026-05-15

NEO

NEOGENOMICS INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

STAA

STAAR SURGICAL CO

New

Shares878.0K

Event2026-03-31

Filed2026-05-15

CRNC

CERENCE INC

New

Shares2.5M

Event2026-03-31

Filed2026-05-15

DXCM

DEXCOM INC

New

Shares251.5K

Event2026-03-31

Filed2026-05-15

VSEC

VSE CORP

New

Shares84.8K

Event2026-03-31

Filed2026-05-15

CRNC

-47.82%

Shares1.4M

Event2026-03-31

Filed2026-05-15

CGNX

COGNEX CORP

New

Shares271.5K

Event2026-03-31

Filed2026-05-15

GNTX

GENTEX CORP

New

Shares534.4K

Event2026-03-31

Filed2026-05-15

ESE

ESCO TECHNOLOGIES INC

New

Shares38.4K

Event2026-03-31

Filed2026-05-15

FDS

FACTSET RESEARCH SYSTEMS INC

New

Shares43.0K

Event2026-03-31

Filed2026-05-15

MMSI

MERIT MEDICAL SYSTEMS INC

New

Shares115.8K

Event2026-03-31

Filed2026-05-15

ORLY

O'REILLY AUTOMOTIVE INC

New

Shares86.2K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

New

Shares19.5K

Event2026-03-31

Filed2026-05-15

QLYS

QUALYS INC

New

Shares83.8K

Event2026-03-31

Filed2026-05-15

MPWR

MONOLITHIC POWER SYSTEMS INC

New

Shares6.3K

Event2026-03-31

Filed2026-05-15

DORM

DORMAN PRODUCTS INC

New

Shares60.4K

Event2026-03-31

Filed2026-05-15

KWR

QUAKER CHEMICAL CORP

New

Shares38.6K

Event2026-03-31

Filed2026-05-15

SPSC

SPS COMMERCE INC

New

Shares86.1K

Event2026-03-31

Filed2026-05-15

KRNT

KORNIT DIGITAL LTD

New

Shares283.0K

Event2026-03-31

Filed2026-05-15

GHM

GRAHAM CORP

New

Shares51.5K

Event2026-03-31

Filed2026-05-15

PODD

INSULET CORP

New

Shares19.3K

Event2026-03-31

Filed2026-05-15

HAE

HAEMONETICS CORP

New

Shares66.9K

Event2026-03-31

Filed2026-05-15

BCPC

BALCHEM CORP

New

Shares20.1K

Event2026-03-31

Filed2026-05-15

ALRM

ALARM.COM HOLDINGS INC

New

Shares69.8K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TRUST

New

Shares26.5K

Event2026-03-31

Filed2026-05-15

FELE

FRANKLIN ELECTRIC CO INC

New

Shares22.0K

Event2026-03-31

Filed2026-05-15

SPY

SPDR S&P 500 ETF TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

DSGX

DESCARTES SYSTEMS GROUP INC (THE)

New

Shares19.1K

Event2026-03-31

Filed2026-05-15

NEOG

NEOGEN CORP

New

Shares133.7K

Event2026-03-31

Filed2026-05-15

TRMB

TRIMBLE INC

New

Shares19.0K

Event2026-03-31

Filed2026-05-15

HOLX

HOLOGIC INC

New

Shares16.3K

Event2026-03-31

Filed2026-05-15

MTSI

MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-15

ACIW

ACI WORLDWIDE INC

New

Shares18.4K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

ZBRA

ZEBRA TECHNOLOGIES CORP

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

FROG

JFROG LTD

New

Shares13.0K

Event2026-03-31

Filed2026-05-15

NOVANTA INC

New

Shares10.1K

Event2026-03-31

Filed2026-05-15

BLKB

BLACKBAUD INC

New

Shares12.9K

Event2026-03-31

Filed2026-05-15

ICLR

ICON PLC

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

MERCK & COMPANY INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

MDY

SPDR S&P MIDCAP 400 ETF TRUST

New

Shares353

Event2026-03-31

Filed2026-05-15

ACWX

ISHARES TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available