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 weight43.9%PANW alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PANWPalo Alto Networks Inc
8.8%Trimmed −8%
FTNTFortinet Inc
5.0%Trimmed −12%
MEDPMedpace Holdings Inc
5.0%Trimmed −4%
VRNSVaronis Systems Inc
4.2%Trimmed −4%
RBCRBC Bearings Inc
4.2%Trimmed −18%
IDXXIdexx Laboratories Inc
3.8%Trimmed −2%
NCNONcino Inc
3.7%Added +115%
AVAVAerovironment Inc
3.1%Trimmed −3%
TECHBio-techne Corp
3.1%Trimmed −5%
SEICSei Investments Company
2.9%Trimmed −3%
CVLTCommvault Systems Inc
2.8%Trimmed −18%
MRCYMercury Systems Inc
2.7%New
PANWPalo Alto Networks Inc
8.8%Trimmed −8%
FTNT5.0%MEDPMedpace Holdings Inc
5.0%Trimmed −4%
VRNSVaronis Systems Inc
4.2%Trimmed −4%
RBCRBC Bearings Inc
4.2%Trimmed −18%
IDXX3.8%NCNO3.7%AVAV3.1%TECH3.1%SEIC2.9%CVLT2.8%MRCY2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PANW Palo Alto Networks Inc 8.8% Trimmed −8%FTNT Fortinet Inc 5.0% Trimmed −12%MEDP Medpace Holdings Inc 5.0% Trimmed −4%VRNS Varonis Systems Inc 4.2% Trimmed −4%RBC RBC Bearings Inc 4.2% Trimmed −18%IDXX Idexx Laboratories Inc 3.8% Trimmed −2%NCNO Ncino Inc 3.7% Added +115%AVAV Aerovironment Inc 3.1% Trimmed −3%TECH Bio-techne Corp 3.1% Trimmed −5%SEIC Sei Investments Company 2.9% Trimmed −3%CVLT Commvault Systems Inc 2.8% Trimmed −18%MRCY Mercury Systems Inc 2.7% New
What changed