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AMERICAN CAPITAL MANAGEMENT INC

Location
NEW YORK, NY
Portfolio Value
Mid $1,858,964,726
Diversification
Diversified
Filing Date
Global Rank
#1,257 / 8,586 ▼ 78
Top Industry
Software - Infrastructure 18.1%
3Y Alpha vs SPY
-17.4%
Period ended 3 months ago
Filed May 15, 2026 · 32d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+11.9%
SPY
+78.1%
Annualised alpha
-17.4%
Max drawdown
−26.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

72 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
5.6%
−1.8 pts
Top 5
25.5%
−4.2 pts
Top 10
42.7%
−3.3 pts
HHI
295
Jun 2023 → Mar 2026 · range 295 – 408
Diversified−41

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 42.8% $795,257,912
Healthcare 29.1% $541,856,346
Industrials 18.0% $335,326,028
Financial Services 6.3% $117,286,803
Real Estate 1.8% $33,292,440
Consumer Cyclical 1.4% $25,943,026
Basic Materials 0.4% $8,207,381
Unclassified 0.1% $1,794,790

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
20 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
6 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
72 positions · $1,858,964,726 total · as of Mar 31, 2026
Showing 1–50 of 72 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History