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American Capital Management Inc

Portfolio Manager
American Capital Management Inc
Performance
-10.17% (2025 Q4)
AUM (13F)
$2.27B
# of Holdings
68
Performance Rank
Allocation (Top 20)
71.04%

American Capital Management Inc Holdings Map

Top 50 American Capital Management Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVAV
AEROVIRONMENT INC
6.91%647.7K$156.7M
-10.18%(-73.40K)
2024-Q4: 930.7K shares2025-Q1: 947.9K shares2025-Q2: 757.4K shares2025-Q3: 721.1K shares2025-Q4: 647.7K shares
$63.30(+213.46%)
2025-12-31
CYBR
CYBERARK SOFTWARE LTD
6.73%342.0K$152.6M
-2.28%(-7.96K)
2024-Q4: 642.4K shares2025-Q1: 498.8K shares2025-Q2: 417.7K shares2025-Q3: 350.0K shares2025-Q4: 342.0K shares
$103.58(+294.73%)
2025-12-31
MEDP
MEDPACE HOLDINGS INC
5.56%224.4K$126.0M
-9.80%(-24.38K)
2024-Q4: 329.4K shares2025-Q1: 324.8K shares2025-Q2: 265.4K shares2025-Q3: 248.8K shares2025-Q4: 224.4K shares
$407.11(+27.37%)
2025-12-31
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC
5.47%1.63M$124.1M
-18.68%(-375.51K)
2024-Q4: 2.57M shares2025-Q1: 2.60M shares2025-Q2: 2.29M shares2025-Q3: 2.01M shares2025-Q4: 1.63M shares
$22.38(+233.57%)
2025-12-31
IDXX
IDEXX LABORATORIES INC
5.43%181.7K$123.0M
-1.39%(-2.55K)
2024-Q4: 206.1K shares2025-Q1: 221.6K shares2025-Q2: 189.0K shares2025-Q3: 184.3K shares2025-Q4: 181.7K shares
$263.26(+120.60%)
2025-12-31
RBC
RBC BEARINGS INC
4.24%214.1K$96.0M
-1.70%(-3.70K)
2024-Q4: 227.3K shares2025-Q1: 230.5K shares2025-Q2: 214.6K shares2025-Q3: 217.8K shares2025-Q4: 214.1K shares
$273.58(+114.56%)
2025-12-31
RMD
RESMED INC
3.26%307.0K$73.9M
-1.25%(-3.90K)
2024-Q4: 392.8K shares2025-Q1: 394.5K shares2025-Q2: 317.9K shares2025-Q3: 310.9K shares2025-Q4: 307.0K shares
$153.16(+49.38%)
2025-12-31
FTNT
FORTINET INC
3.24%925.8K$73.5M
-3.90%(-37.60K)
2024-Q4: 1.49M shares2025-Q1: 1.29M shares2025-Q2: 1.01M shares2025-Q3: 963.4K shares2025-Q4: 925.8K shares
$20.79(+283.01%)
2025-12-31
CVLT
COMMVAULT SYSTEMS INC
2.95%533.8K$66.9M
-0.11%(-607)
2024-Q4: 695.4K shares2025-Q1: 675.2K shares2025-Q2: 553.1K shares2025-Q3: 534.4K shares2025-Q4: 533.8K shares
$67.99(+37.09%)
2025-12-31
GWRE
GUIDEWIRE SOFTWARE INC
2.89%325.4K$65.4M
-2.00%(-6.65K)
2024-Q4: 412.4K shares2025-Q1: 400.9K shares2025-Q2: 342.6K shares2025-Q3: 332.1K shares2025-Q4: 325.4K shares
$107.04(+27.58%)
2025-12-31

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