AMERICAN CAPITAL MANAGEMENT INC

CIK

1320168

City

NEW YORK

State / Country

Stock

FTNT — Fortinet, 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%

25 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$67,739,587	828,923	-10.5%	Shares	Sole	2026-05-15
2025-12-31	$73,514,045	925,753	-3.9%	Shares	Sole	2026-02-17
2025-09-30	$80,999,140	963,358	-4.8%	Shares	Sole	2025-11-14
2025-06-30	$106,932,714	1,011,471	-21.4%	Shares	Sole	2025-08-14
2025-03-31	$123,859,667	1,286,720	-13.7%	Shares	Sole	2025-05-15
2024-12-31	$140,882,718	1,491,138	-19.3%	Shares	Sole	2025-02-11
2024-09-30	$143,301,930	1,847,865	-21.1%	Shares	Sole	2024-11-14
2024-06-30	$141,199,471	2,342,782	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$160,989,934	2,356,755	-1.1%	Shares	Sole	2024-05-15
2023-12-31	$139,421,913	2,382,059	-1.3%	Shares	Sole	2024-02-14
2023-09-30	$141,604,170	2,413,159	-10.8%	Shares	Sole	2023-11-14
2023-06-30	$204,562,565	2,706,212	-20.6%	Shares	Sole	2023-08-14
2023-03-31	$226,487,372	3,407,875	-4.4%	Shares	Sole	2023-05-03
2022-12-31	$174,304,583	3,565,240	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$176,831,250	3,599,252	-2.8%	Shares	Sole	2022-11-14
2022-06-30	$209,597,271	3,704,441	+374.4%	Shares	Sole	2022-08-15
2022-03-31	$53,367,963	780,827	-8.4%	Shares	Sole	2022-05-16
2021-12-31	$61,263,180	852,298	-2.2%	Shares	Sole	2022-02-14
2021-09-30	$50,902,396	871,497	-6.1%	Shares	Sole	2021-11-15
2021-06-30	$44,205,872	927,954	-1.1%	Shares	Sole	2021-08-13
2021-03-31	$34,621,867	938,669	-1.7%	Shares	Sole	2021-05-17
2020-12-31	$28,375,290	955,204	-0.2%	Shares	Sole	2021-02-16
2020-09-30	$22,556,962	957,345	-4.0%	Shares	Sole	2020-11-16
2020-06-30	$27,381,933	997,375	-3.4%	Shares	Sole	2020-08-13
2020-03-31	$20,896,865	1,032,760	—	Shares	Sole	2020-05-15
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