StockDriftsStockDriftsTop 50 American Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | 8.76% | 572.9K | $195.4M | -8.20%(-51.15K) | $172.26(+119.55%) | 2026-06-30 | |
| FTNT | FORTINET INC | 5.03% | 729.9K | $112.1M | -11.95%(-99.04K) | $6.82(+2197.73%) | 2026-06-30 | |
| MEDP | MEDPACE HOLDINGS INC | 4.99% | 210.2K | $111.3M | -3.55%(-7.73K) | $164.86(+250.91%) | 2026-06-30 | |
| VRNS | VARONIS SYSTEMS INC | 4.22% | 2.24M | $94.1M | -3.72%(-86.67K) | $39.92(+12.71%) | 2026-06-30 | |
| RBC | RBC BEARINGS INC | 4.15% | 143.7K | $92.6M | -18.07%(-31.71K) | $195.28(+185.55%) | 2026-06-30 | |
| IDXX | IDEXX LABORATORIES INC | 3.83% | 162.1K | $85.3M | -2.38%(-3.95K) | $71.23(+662.81%) | 2026-06-30 | |
| NCNO | NCINO INC | 3.74% | 5.11M | $83.5M | +115.02%(+2.73M) | $21.85(-4.77%) | 2026-06-30 | |
| AVAV | AEROVIRONMENT INC | 3.13% | 422.5K | $69.7M | -3.17%(-13.85K) | $38.62(+399.24%) | 2026-06-30 | |
| TECH | BIO-TECHNE CORP | 3.08% | 973.8K | $68.8M | -4.64%(-47.34K) | $63.84(+13.40%) | 2026-06-30 | |
| SEIC | SEI INVESTMENTS COMPANY | 2.93% | 745.3K | $65.4M | -3.03%(-23.29K) | $64.67(+64.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.21% | +30.27% | +4.14% | +22.48% |
| Top 20 Holdings Unweighted | +8.14% | +26.44% | +4.15% | +22.55% |
American Capital Management INC reports $2.23B in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are PANW (8.8%), FTNT (5.0%) and MEDP (5.0%). The top 20 holdings account for 68.39% of reported assets. Its disclosed equity book has returned +30.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track American Capital Management INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from American Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1320168). View American Capital Management INC’s 13F filings on SEC