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 MORN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,314,877 | 108,340 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,569,937 | 113,064 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,014,695 | 99,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,601,582 | 97,479 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,405,850 | 128,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,338,317 | 128,692 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $46,026,996 | 144,231 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,845,884 | 144,823 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,175,852 | 143,256 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $40,854,176 | 142,727 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $37,896,986 | 161,787 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,897,016 | 167,782 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,368,889 | 184,056 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $39,949,592 | 184,448 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,977,068 | 183,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,420,059 | 183,683 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $50,926,263 | 186,427 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $63,059,878 | 184,391 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $47,871,075 | 184,809 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $49,448,680 | 192,325 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $43,247,062 | 192,175 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $44,441,293 | 191,913 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $30,918,388 | 192,506 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $28,627,623 | 203,076 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23,458,320 | 201,792 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||