AMERICAN CAPITAL MANAGEMENT INC
CIK 1320168
13F filing for Q2 2026・No. 1,531
- Holdings
- US$2.23B
- Quarter change
- +US$368.4M
- Entries
- 80
- Net bought (estimate)
- −US$18.99M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 2
- Cut 43
- Added 18
- Corporate actions 0
- Unchanged 12
Largest holdings
80 stocks worth US$2.23B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PANWPALO ALTO NETWORKS INCCOM | Cut | 572,934 | US$195.38M | 8.76% |
| FTNTFORTINET INCCOM | Cut | 729,885 | US$112.12M | 5.03% |
| MEDPMEDPACE HOLDINGS INCCOM | Cut | 210,217 | US$111.33M | 4.99% |
| VRNSVARONIS SYSTEMS INCCOM | Cut | 2,241,704 | US$94.06M | 4.22% |
| RBCRBC BEARINGS INCCOM | Cut | 143,737 | US$92.58M | 4.15% |
| IDXXIDEXX LABORATORIES INCCOM | Cut | 162,110 | US$85.34M | 3.83% |
| NCNONCINO INCCOM | Added | 5,107,539 | US$83.51M | 3.74% |
| AVAVAEROVIRONMENT INCCOM | Cut | 422,518 | US$69.75M | 3.13% |
| TECHBIO-TECHNE CORPCOM | Cut | 973,789 | US$68.8M | 3.08% |
| SEICSEI INVESTMENTS COMPANYCOM | Cut | 745,323 | US$65.37M | 2.93% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.