AMERICAN CAPITAL MANAGEMENT INC

Est. AUM

$1.86B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MEDPACE HOLDINGS INC	COM	$104.7M	217947	5.62%	SOLE
2	PALO ALTO NETWORKS INC	COM	$100.1M	624084	5.37%	SOLE
3	RBC BEARINGS INC	COM	$95.3M	175443	5.12%	SOLE
4	IDEXX LABORATORIES INC	COM	$93.3M	166056	5.01%	SOLE
5	AEROVIRONMENT INC	COM	$79.9M	436367	4.29%	SOLE
6	KRATOS DEFENSE & SECURITY SOLUTIONS INC	COM	$75.6M	1071908	4.06%	SOLE
7	FORTINET INC	COM	$67.7M	828923	3.64%	SOLE
8	SEI INVESTMENTS CO	COM	$60.3M	768615	3.24%	SOLE
9	RESMED INC	COM	$59.6M	265399	3.20%	SOLE
10	GLOBUS MEDICAL INC	COM	$57.1M	663049	3.07%	SOLE
11	BIO-TECHNE CORP	COM	$53.4M	1021128	2.87%	SOLE
12	COGNYTE SOFTWARE LTD	COM	$52.6M	6496210	2.83%	SOLE
13	VARONIS SYSTEMS INC	COM	$50.0M	2328379	2.68%	SOLE
14	LIVE RAMP HOLDINGS INC	COM	$49.4M	1863589	2.65%	SOLE
15	GUIDEWIRE SOFTWARE INC	COM	$48.5M	324196	2.60%	SOLE
16	MANHATTAN ASSOCIATES INC	COM	$47.6M	357807	2.56%	SOLE
17	NOVANTA INC	COM	$44.2M	373874	2.37%	SOLE
18	REPLIGEN CORP	COM	$42.1M	357720	2.26%	SOLE
19	COMMVAULT SYSTEMS INC	COM	$42.1M	540845	2.26%	SOLE
20	DYNATRACE INC	COM	$39.0M	1054267	2.09%	SOLE
21	JACK HENRY & ASSOCIATES INC	COM	$38.4M	243075	2.06%	SOLE
22	VEEVA SYSTEMS INC	COM	$36.2M	206218	1.95%	SOLE
23	PROTO LABS INC	COM	$35.8M	627705	1.92%	SOLE
24	NCINO INC	COM	$35.6M	2375396	1.91%	SOLE
25	TYLER TECHNOLOGIES INC	COM	$33.9M	98942	1.82%	SOLE
26	COSTAR GROUP INC	COM	$33.3M	825296	1.79%	SOLE
27	TRADEWEB MARKETS INC	COM	$29.3M	249247	1.58%	SOLE
28	BADGER METER INC	COM	$28.3M	185841	1.52%	SOLE
29	AZENTA INC	COM	$27.4M	1296024	1.47%	SOLE
30	IPG PHOTONICS CORP	COM	$23.9M	208918	1.29%	SOLE
31	AAON INC	COM	$22.9M	276884	1.23%	SOLE
32	MORNINGSTAR INC	COM	$18.3M	108340	0.98%	SOLE
33	NICE LTD	COM	$17.4M	157593	0.93%	SOLE
34	NEOGENOMICS INC	COM	$16.7M	2250878	0.90%	SOLE
35	STAAR SURGICAL CO	COM	$16.4M	878035	0.88%	SOLE
36	CERENCE INC	COM	$15.9M	2519289	0.85%	SOLE
37	DEXCOM INC	COM	$15.8M	251475	0.85%	SOLE
38	VSE CORP	COM	$15.6M	84795	0.84%	SOLE
39	COGNEX CORP	COM	$13.3M	271533	0.71%	SOLE
40	GENTEX CORP	COM	$11.7M	534356	0.63%	SOLE
41	ESCO TECHNOLOGIES INC	COM	$10.8M	38414	0.58%	SOLE
42	FACTSET RESEARCH SYSTEMS INC	COM	$9.3M	43008	0.50%	SOLE
43	MERIT MEDICAL SYSTEMS INC	COM	$8.0M	115775	0.43%	SOLE
44	O'REILLY AUTOMOTIVE INC	COM	$8.0M	86235	0.43%	SOLE
45	SYNOPSYS INC	COM	$7.7M	19453	0.41%	SOLE
46	QUALYS INC	COM	$7.4M	83752	0.40%	SOLE
47	MONOLITHIC POWER SYSTEMS INC	COM	$6.9M	6320	0.37%	SOLE
48	DORMAN PRODUCTS INC	COM	$6.3M	60435	0.34%	SOLE
49	QUAKER CHEMICAL CORP	COM	$4.8M	38642	0.26%	SOLE
50	SPS COMMERCE INC	COM	$4.8M	86076	0.26%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.