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 CGNX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,302,401 | 271,533 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,110,140 | 364,373 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,756,062 | 369,891 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,320,374 | 451,462 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $35,432,491 | 1,187,814 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $52,118,995 | 1,453,402 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $64,863,868 | 1,601,577 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $74,679,881 | 1,597,089 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $64,399,753 | 1,518,146 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $63,231,132 | 1,514,881 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $64,866,357 | 1,528,425 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $85,759,673 | 1,530,876 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $78,371,104 | 1,581,657 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $74,840,689 | 1,588,637 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $65,593,878 | 1,582,482 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,505,644 | 1,587,621 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $119,252,375 | 1,545,721 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $119,289,360 | 1,534,071 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $122,799,251 | 1,530,781 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $131,219,952 | 1,561,213 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $129,305,889 | 1,558,090 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $124,802,374 | 1,554,395 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $101,282,775 | 1,555,803 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $97,857,968 | 1,638,613 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $69,749,973 | 1,652,060 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||