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 VRNS
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,990,297 | 2,328,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,496,479 | 1,509,039 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $78,837,690 | 1,371,806 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $59,878,757 | 1,179,877 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $50,683,890 | 1,253,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,158,503 | 611,265 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,767,783 | 155,182 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,968,475 | 124,421 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $617,643 | 13,094 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $589,364 | 13,016 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $396,836 | 12,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $346,290 | 12,994 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $335,893 | 12,914 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $275,645 | 11,514 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||