AMERICAN CAPITAL MANAGEMENT INC
Top Portfolio Positions
72 positions ·
$1,867,707,477 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
217,947 | $104,655,969 | 5.60% | |
| PANW |
Palo Alto Networks Inc
Technology
|
624,084 | $100,053,146 | 5.36% | |
| RBC |
RBC Bearings INC
Industrials
|
175,443 | $95,286,602 | 5.10% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
166,056 | $93,305,205 | 5.00% | |
| AVAV |
AeroVironment Inc
Industrials
|
436,367 | $79,876,979 | 4.28% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
1,071,908 | $75,580,233 | 4.05% | |
| FTNT |
Fortinet, Inc.
Technology
|
828,923 | $67,739,587 | 3.63% | |
| SEIC |
Sei Investments Co
Financial Services
|
768,615 | $60,313,219 | 3.23% | |
| RMD |
Resmed Inc
Healthcare
|
265,399 | $59,576,767 | 3.19% | |
| GMED |
Globus Medical Inc
Healthcare
|
663,049 | $57,128,301 | 3.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CGNT
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,619,301 | 6,496,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $63,058,903 | 6,708,394 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,716,480 | 6,751,962 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,021,106 | 6,712,241 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $51,991,602 | 6,665,590 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $55,205,934 | 6,382,189 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $43,475,100 | 6,402,813 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,076,244 | 5,900,032 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $47,979,901 | 5,801,681 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,309,528 | 5,802,415 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,650,940 | 5,540,736 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,104,287 | 5,271,640 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,664,816 | 4,915,875 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $12,593,456 | 4,049,343 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,897,527 | 2,449,883 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,531,198 | 2,477,929 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $27,073,979 | 2,393,809 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,497,655 | 2,329,142 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $54,541,755 | 2,654,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $57,642,056 | 2,352,737 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $52,464,677 | 1,886,540 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||