account_balance
Investment manager · 13F filer · SEC CIK 1320168
American Capital Management Inc
Reported value$2.23Bas of Jun 30, 2026
Positions80 7 new, 2 sold out
Top 10 weight44%PANW alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PANW
Palo Alto Networks Inc
8.8%Trimmed
FTNT
Fortinet Inc
5.0%Trimmed
MEDP
Medpace Holdings Inc
5.0%Trimmed
VRNS
Varonis Systems Inc
4.2%Trimmed
RBC
RBC Bearings Inc
4.2%Trimmed
IDXX
Idexx Laboratories Inc
3.8%Trimmed
NCNO
Ncino Inc
3.7%Added
AVAV
Aerovironment Inc
3.1%Trimmed
TECH
Bio-techne Corp
3.1%Trimmed
SEIC
Sei Investments Company
2.9%Trimmed
70 others
56.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed