AMERICAN CAPITAL MANAGEMENT INC
Top Portfolio Positions
72 positions ·
$1,858,964,726 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
217,947 | $104,655,969 | 5.63% |
| PANW |
Palo Alto Networks Inc
Technology
|
624,084 | $100,053,146 | 5.38% |
| RBC |
RBC Bearings INC
Industrials
|
175,443 | $95,286,602 | 5.13% |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
166,056 | $93,305,205 | 5.02% |
| AVAV |
AeroVironment Inc
Industrials
|
436,367 | $79,876,979 | 4.30% |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
1,071,908 | $75,580,233 | 4.07% |
| FTNT |
Fortinet, Inc.
Technology
|
828,923 | $67,739,587 | 3.64% |
| SEIC |
Sei Investments Co
Financial Services
|
768,615 | $60,313,219 | 3.24% |
| RMD |
Resmed Inc
Healthcare
|
265,399 | $59,576,767 | 3.20% |
| GMED |
Globus Medical Inc
Healthcare
|
663,049 | $57,128,301 | 3.07% |
Holdings in AAON
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,912,151 | 276,884 | Shares | Sole | 2026-05-15 | |
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