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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in GMED
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,128,301 | 663,049 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,451,169 | 486,212 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,581,108 | 499,059 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,537,468 | 483,522 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,582,361 | 294,841 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,738,528 | 33,110 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||