Filed: 8/14/2026ACC: 0001104659-26-097334
📋 What this filing means
AMERICAN CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $2.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$2.23B
Total AUM (reported)
35.66M
Total Shares
Allocation by class
COM$2.23B100.0%
CONV PR$946.0K0.0%
Portfolio Concentration
Top 3$418.84M18.8%
4–10$559.40M25.1%
11–25$756.74M33.9%
Rest$495.33M22.2%
Top 3 weight
18.8%
Top 10 weight
43.9%
Voting Authority Distribution
Total shares with voting rights: 35.66M
Sole
Full voting authority
16.76M
shares
% of voting shares47.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.90M
shares
% of voting shares53.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeNone · 53.0% of voting shares
Institutional Holdings80
Rows:
PALO ALTO NETWORKS INC
SOLEShares572.93K
TypeSH
Market value$195.38M
8.76%
Sole
239.27K
Shared
0.00
None
333.66K
FORTINET INC
SOLEShares729.88K
TypeSH
Market value$112.12M
5.03%
Sole
196.17K
Shared
0.00
None
533.72K
MEDPACE HOLDINGS INC
SOLEShares210.22K
TypeSH
Market value$111.33M
4.99%
Sole
90.70K
Shared
0.00
None
119.51K
VARONIS SYSTEMS INC
SOLEShares2.24M
TypeSH
Market value$94.06M
4.22%
Sole
1.24M
Shared
0.00
None
1.01M
RBC BEARINGS INC
SOLEShares143.74K
TypeSH
Market value$92.58M
4.15%
Sole
57.93K
Shared
0.00
None
85.81K
IDEXX LABORATORIES INC
SOLEShares162.11K
TypeSH
Market value$85.34M
3.83%
Sole
77.88K
Shared
0.00
None
84.23K
NCINO INC
SOLEShares5.11M
TypeSH
Market value$83.51M
3.74%
Sole
2.50M
Shared
0.00
None
2.61M
AEROVIRONMENT INC
SOLEShares422.52K
TypeSH
Market value$69.75M
3.13%
Sole
183.09K
Shared
0.00
None
239.43K
BIO-TECHNE CORP
SOLEShares973.79K
TypeSH
Market value$68.80M
3.08%
Sole
491.83K
Shared
0.00
None
481.96K
SEI INVESTMENTS COMPANY
SOLEShares745.32K
TypeSH
Market value$65.37M
2.93%
Sole
352.28K
Shared
0.00
None
393.05K
COMMVAULT SYSTEMS INC
SOLEShares440.93K
TypeSH
Market value$62.49M
2.80%
Sole
246.52K
Shared
0.00
None
194.41K
MERCURY SYSTEMS INC
SOLEShares486.06K
TypeSH
Market value$59.46M
2.67%
Sole
237.21K
Shared
0.00
None
248.85K
NOVANTA INC
SOLEShares362.27K
TypeSH
Market value$58.77M
2.64%
Sole
169.29K
Shared
0.00
None
192.98K
DYNATRACE INC
SOLEShares1.33M
TypeSH
Market value$58.51M
2.62%
Sole
611.70K
Shared
0.00
None
720.73K
COGNYTE SOFTWARE LTD
SOLEShares6.18M
TypeSH
Market value$54.29M
2.43%
Sole
3.14M
Shared
0.00
None
3.05M
GLOBUS MEDICAL INC
SOLEShares653.07K
TypeSH
Market value$51.60M
2.31%
Sole
341.13K
Shared
0.00
None
311.94K
KRATOS DEFENSE & SECURITY SOLUTIONS INC
SOLEShares1.03M
TypeSH
Market value$51.34M
2.30%
Sole
516.48K
Shared
0.00
None
513.18K
MANHATTAN ASSOCIATES INC
SOLEShares364.70K
TypeSH
Market value$50.78M
2.28%
Sole
182.14K
Shared
0.00
None
182.56K
PROTO LABS INC
SOLEShares619.85K
TypeSH
Market value$50.52M
2.27%
Sole
318.29K
Shared
0.00
None
301.55K
REPLIGEN CORP
SOLEShares361.06K
TypeSH
Market value$49.26M
2.21%
Sole
167.22K
Shared
0.00
None
193.84K
AAON INC
SOLEShares375.18K
TypeSH
Market value$47.60M
2.13%
Sole
158.22K
Shared
0.00
None
216.95K
RESMED INC
SOLEShares228.46K
TypeSH
Market value$44.52M
2.00%
Sole
96.74K
Shared
0.00
None
131.72K
GUIDEWIRE SOFTWARE INC
SOLEShares328.98K
TypeSH
Market value$40.48M
1.82%
Sole
145.53K
Shared
0.00
None
183.46K
DORMAN PRODUCTS INC
SOLEShares284.24K
TypeSH
Market value$38.79M
1.74%
Sole
150.70K
Shared
0.00
None
133.55K
BADGER METER INC
SOLEShares258.24K
TypeSH
Market value$38.32M
1.72%
Sole
102.92K
Shared
0.00
None
155.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALO ALTO NETWORKS INCSOLE | COM | 572.93K | SH | $195.38M 8.76% | 239.27K | 0.00 | 333.66K |
FORTINET INCSOLE | COM | 729.88K | SH | $112.12M 5.03% | 196.17K | 0.00 | 533.72K |
MEDPACE HOLDINGS INCSOLE | COM | 210.22K | SH | $111.33M 4.99% | 90.70K | 0.00 | 119.51K |
VARONIS SYSTEMS INCSOLE | COM | 2.24M | SH | $94.06M 4.22% | 1.24M | 0.00 | 1.01M |
RBC BEARINGS INCSOLE | COM | 143.74K | SH | $92.58M 4.15% | 57.93K | 0.00 | 85.81K |
IDEXX LABORATORIES INCSOLE | COM | 162.11K | SH | $85.34M 3.83% | 77.88K | 0.00 | 84.23K |
NCINO INCSOLE | COM | 5.11M | SH | $83.51M 3.74% | 2.50M | 0.00 | 2.61M |
AEROVIRONMENT INCSOLE | COM | 422.52K | SH | $69.75M 3.13% | 183.09K | 0.00 | 239.43K |
BIO-TECHNE CORPSOLE | COM | 973.79K | SH | $68.80M 3.08% | 491.83K | 0.00 | 481.96K |
SEI INVESTMENTS COMPANYSOLE | COM | 745.32K | SH | $65.37M 2.93% | 352.28K | 0.00 | 393.05K |
COMMVAULT SYSTEMS INCSOLE | COM | 440.93K | SH | $62.49M 2.80% | 246.52K | 0.00 | 194.41K |
MERCURY SYSTEMS INCSOLE | COM | 486.06K | SH | $59.46M 2.67% | 237.21K | 0.00 | 248.85K |
NOVANTA INCSOLE | COM | 362.27K | SH | $58.77M 2.64% | 169.29K | 0.00 | 192.98K |
DYNATRACE INCSOLE | COM | 1.33M | SH | $58.51M 2.62% | 611.70K | 0.00 | 720.73K |
COGNYTE SOFTWARE LTDSOLE | COM | 6.18M | SH | $54.29M 2.43% | 3.14M | 0.00 | 3.05M |
GLOBUS MEDICAL INCSOLE | COM | 653.07K | SH | $51.60M 2.31% | 341.13K | 0.00 | 311.94K |
KRATOS DEFENSE & SECURITY SOLUTIONS INCSOLE | COM | 1.03M | SH | $51.34M 2.30% | 516.48K | 0.00 | 513.18K |
MANHATTAN ASSOCIATES INCSOLE | COM | 364.70K | SH | $50.78M 2.28% | 182.14K | 0.00 | 182.56K |
PROTO LABS INCSOLE | COM | 619.85K | SH | $50.52M 2.27% | 318.29K | 0.00 | 301.55K |
REPLIGEN CORPSOLE | COM | 361.06K | SH | $49.26M 2.21% | 167.22K | 0.00 | 193.84K |
AAON INCSOLE | COM | 375.18K | SH | $47.60M 2.13% | 158.22K | 0.00 | 216.95K |
RESMED INCSOLE | COM | 228.46K | SH | $44.52M 2.00% | 96.74K | 0.00 | 131.72K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 328.98K | SH | $40.48M 1.82% | 145.53K | 0.00 | 183.46K |
DORMAN PRODUCTS INCSOLE | COM | 284.24K | SH | $38.79M 1.74% | 150.70K | 0.00 | 133.55K |
BADGER METER INCSOLE | COM | 258.24K | SH | $38.32M 1.72% | 102.92K | 0.00 | 155.32K |
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