American Capital Management Inc holds a diversified book of 75 stocks worth $1.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Medpace Holdings Inc. Their largest long position is Medpace Holdings Inc at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1320168/holdings"
Use Arkolith to show AMERICAN CAPITAL MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Medpace Holdings Inc COM | $104.7M | 217.9K | 5.6% | ▼−2.9% Reduced · −6K sh | |
| 2 | Palo Alto Networks Inc COM | $100.1M | 624.1K | 5.4% | ▲New New position | |
| 3 | RBC Bearings Inc COM | $95.3M | 175.4K | 5.1% | ▼−18% Reduced · −39K sh | |
| 4 | Idexx Laboratories Inc COM | $93.3M | 166.1K | 5.0% | ▼−8.6% Reduced · −16K sh | |
| 5 | Aerovironment Inc COM | $79.9M | 436.4K | 4.3% | ▼−33% Reduced · −211K sh | |
| 6 | Kratos Defense & Security Solutions Inc COM | $75.6M | 1.07M | 4.1% | ▼−34% Reduced · −563K sh | |
| 7 | Fortinet Inc COM | $67.7M | 828.9K | 3.6% | ▼−10% Reduced · −97K sh | |
| 8 | Sei Investments Co COM | $60.3M | 768.6K | 3.2% | ▲+34% Added · +194K sh | |
| 9 | Resmed Inc COM | $59.6M | 265.4K | 3.2% | ▼−14% Reduced · −42K sh | |
| 10 | Globus Medical Inc COM | $57.1M | 663.0K | 3.1% | ▲+36% Added · +177K sh | |
| 11 | Bio-Techne Corp COM | $53.4M | 1.02M | 2.9% | ▲+8.5% Added · +80K sh | |
| 12 | Cognyte Software Ltd COM | $52.6M | 6.50M | 2.8% | ▼−3.2% Reduced · −212K sh | |
| 13 | Varonis Systems Inc COM | $50.0M | 2.33M | 2.7% | ▲+54% Added · +819K sh | |
| 14 | Live Ramp Holdings Inc COM | $49.4M | 1.86M | 2.7% | ▼−0.8% Reduced · −14K sh | |
| 15 | Guidewire Software Inc COM | $48.5M | 324.2K | 2.6% | ▼−0.4% Reduced · −1K sh | |
| 16 | Manhattan Associates Inc COM | $47.6M | 357.8K | 2.6% | ▼−2.5% Reduced · −9K sh | |
| 17 | Novanta Inc COM | $44.2M | 373.9K | 2.4% | ▼−2.1% Reduced · −8K sh | |
| 18 | Repligen Corp COM | $42.1M | 357.7K | 2.3% | ▲+6.7% Added · +23K sh | |
| 19 | Commvault Systems Inc COM | $42.1M | 540.8K | 2.3% | ▲+1.3% Added · +7K sh | |
| 20 | Dynatrace Inc COM | $39.0M | 1.05M | 2.1% | ▲New New position | |
| 21 | Jack Henry & Associates Inc COM | $38.4M | 243.1K | 2.1% | ▼−3.3% Reduced · −8K sh | |
| 22 | Veeva Systems Inc COM | $36.2M | 206.2K | 1.9% | ▼−7.3% Reduced · −16K sh | |
| 23 | Proto Labs Inc COM | $35.8M | 627.7K | 1.9% | ▼−0.6% Reduced · −4K sh | |
| 24 | Ncino Inc COM | $35.6M | 2.38M | 1.9% | ▲+17% Added · +348K sh | |
| 25 | Tyler Technologies Inc COM | $33.9M | 98.9K | 1.8% | ▲+349% Added · +77K sh | |
| 26 | Costar Group Inc COM | $33.3M | 825.3K | 1.8% | ▼~0% Reduced · −44 sh | |
| 27 | Tradeweb Markets Inc COM | $29.3M | 249.2K | 1.6% | ▼−3.6% Reduced · −9K sh | |
| 28 | Badger Meter Inc COM | $28.3M | 185.8K | 1.5% | ▲New New position | |
| 29 | Azenta Inc COM | $27.4M | 1.30M | 1.5% | ▲+27% Added · +275K sh | |
| 30 | Ipg Photonics Corp COM | $23.9M | 208.9K | 1.3% | ▼−11% Reduced · −27K sh | |
| 31 | Aaon Inc COM | $22.9M | 276.9K | 1.2% | ▲+1.9% Added · +5K sh | |
| 32 | Morningstar Inc COM | $18.3M | 108.3K | 1.0% | ▼−4.2% Reduced · −5K sh | |
| 33 | Nice Ltd COM | $17.4M | 157.6K | 0.9% | ▼−46% Reduced · −134K sh | |
| 34 | Neogenomics Inc COM | $16.7M | 2.25M | 0.9% | ▼−3.2% Reduced · −73K sh | |
| 35 | Staar Surgical Co COM | $16.4M | 878.0K | 0.9% | ▲+19% Added · +138K sh | |
| 36 | Cerence Inc COM | $15.9M | 2.52M | 0.9% | ▼−5.1% Reduced · −136K sh | |
| 37 | Dexcom Inc COM | $15.8M | 251.5K | 0.8% | ▲+1.1% Added · +3K sh | |
| 38 | Vse Corp COM | $15.6M | 84.8K | 0.8% | ▲11× Added · +77K sh | |
| 39 | Cognex Corp COM | $13.3M | 271.5K | 0.7% | ▼−25% Reduced · −93K sh | |
| 40 | Gentex Corp COM | $11.7M | 534.4K | 0.6% | ▼−7.8% Reduced · −46K sh | |
| 41 | Esco Technologies Inc COM | $10.8M | 38.4K | 0.6% | ▲New New position | |
| 42 | Factset Research Systems Inc COM | $9.3M | 43.0K | 0.5% | ▼−68% Reduced · −92K sh | |
| 43 | Merit Medical Systems Inc COM | $8.0M | 115.8K | 0.4% | ▲+24% Added · +23K sh | |
| 44 | O'reilly Automotive Inc COM | $8.0M | 86.2K | 0.4% | —Held | |
| 45 | Synopsys Inc COM | $7.7M | 19.5K | 0.4% | ▼−4.8% Reduced · −983 sh | |
| 46 | Qualys Inc COM | $7.4M | 83.8K | 0.4% | ▼−79% Reduced · −320K sh | |
| 47 | Monolithic Power Systems Inc COM | $6.9M | 6.3K | 0.4% | ▼−2.6% Reduced · −168 sh | |
| 48 | Dorman Products Inc COM | $6.3M | 60.4K | 0.3% | ▲+196% Added · +40K sh | |
| 49 | Quaker Chemical Corp COM | $4.8M | 38.6K | 0.3% | ▲+48% Added · +12K sh | |
| 50 | SPS Commerce Inc COM | $4.8M | 86.1K | 0.3% | ▼−72% Reduced · −221K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 75 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 68 | $2.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 68 | $2.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 63 | $2.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 63 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 63 | $2.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 61 | $3.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 62 | $3.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 64 | $3.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 64 | $2.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 63 | $2.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 64 | $2.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 3, 2023 | 62 | $2.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 61 | $2.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 63 | $2.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 63 | $2.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 65 | $3.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 66 | $3.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 67 | $3.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 69 | $3.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 70 | $3.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 71 | $3.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 71 | $2.7B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 71 | $2.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.