American Capital Management Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), American Capital Management Inc. reported 64 stock positions worth $3.1 billion. Its top holding was Cyberark Software Ltd./Israel (CYBR) at 6.9% of the portfolio, followed by Aerovironment (AVAV, 6.4%) and Fortinet (FTNT, 5.2%). Compared with Q4 2023, it added to 16 and reduced 38. The biggest buy was Commvault Systems (CVLT, shares +8%) and the biggest sale Qualys (QLYS, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001320168
- Portfolio Value
- $3.1B (Q1 2024)
- SEC Filing
- 0001104659-24-062071 ↗ filed May 15, 2024
Holdings Value
Holdings 64 stocks · $3.1B
| CYBR Cyberark Software Ltd./Israel | 6.89% | 808,667 | $214.8M | Reduce -4.2% |
| AVAV Aerovironment Inc. | 6.37% | 1,297,031 | $198.8M | Reduce -3.3% |
| FTNT Fortinet Inc. | 5.16% | 2,356,755 | $161.0M | Reduce -1.1% |
| MANH Manhattan Associates Inc. | 5.14% | 640,311 | $160.2M | Reduce -22.6% |
| IDXX Idexx Laboratories Inc. | 5.07% | 293,153 | $158.3M | Reduce -3.0% |
| MEDP Medpace Holdings Inc. | 4.91% | 379,161 | $153.2M | Reduce -4.0% |
| ICLR Icon PLC | 4.74% | 439,753 | $147.7M | Reduce -14.2% |
| NICE Nice Ltd. - Spon ADR | 4.04% | 484,092 | $126.2M | Reduce -1.5% |
| QLYS Qualys Inc. | 3.51% | 656,984 | $109.6M | Reduce -4.0% |
| RMD Resmed Inc. | 3.15% | 496,754 | $98.4M | Reduce -1.0% |
| ANSS Ansys Inc. | 3.05% | 274,340 | $95.2M | Reduce -1.3% |
| GNTX Gentex Corp. | 2.74% | 2,368,054 | $85.5M | Reduce -0.1% |
| FDS Factset Research Systems Inc. | 2.73% | 187,613 | $85.2M | Reduce -3.5% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 2.61% | 468,688 | $81.4M | Reduce -0.0% |
| CSGP Costar Group Inc. | 2.52% | 813,599 | $78.6M | Reduce -0.8% |
| CVLT Commvault Systems Inc. | 2.48% | 761,771 | $77.3M | Add +8.2% |
| VEEV Veeva Systems Inc. Class A | 2.40% | 322,511 | $74.7M | Reduce -0.3% |
| TECH Bio-Techne Corp. | 2.29% | 1,016,556 | $71.6M | Add +5.9% |
| CGNX Cognex Corp. | 2.06% | 1,518,146 | $64.4M | Add +0.2% |
| RBC RBC Bearings Inc. | 1.89% | 218,032 | $58.9M | Reduce -2.8% |
| GWRE Guidewire Software Inc. | 1.64% | 438,151 | $51.1M | Reduce -2.1% |
| CRL Charles River Laboratories | 1.59% | 183,300 | $49.7M | No change |
| DXCM Dexcom Inc. | 1.58% | 355,546 | $49.3M | Reduce -2.2% |
| CGNT Cognyte Software Ltd. | 1.54% | 5,801,681 | $48.0M | Reduce -0.0% |
| RAMP Liveramp Holdings Inc. | 1.44% | 1,300,023 | $44.9M | Add +58.1% |
| MORN Morningstar Inc. | 1.42% | 143,256 | $44.2M | Add +0.4% |
| KTOS Kratos Defense & Security | 1.34% | 2,281,299 | $41.9M | Add +91.0% |
| RGEN Repligen Corp. | 1.34% | 227,310 | $41.8M | Reduce -2.3% |
| VRNT Verint Systems Inc. | 1.28% | 1,206,190 | $40.0M | Reduce -0.6% |
| KRNT Kornit Digital Ltd. | 1.26% | 2,173,636 | $39.4M | Reduce -0.8% |
| NEOG Neogen Corp. | 1.08% | 2,132,264 | $33.6M | Add +19.7% |
| BLKB Blackbaud Inc. | 1.06% | 444,260 | $32.9M | Reduce -8.0% |
| SPSC SPS Commerce Inc. | 1.04% | 174,689 | $32.3M | Add +4.4% |
| TW Tradeweb Markets Inc. Class A | 0.98% | 294,546 | $30.7M | Reduce -3.6% |
| PAYC Paycom Software Inc. | 0.98% | 153,050 | $30.5M | Add +15.8% |
| CRNC Cerence Inc. | 0.77% | 1,515,826 | $23.9M | Add +20.6% |
| SEIC Sei Investments Company | 0.70% | 305,609 | $22.0M | Reduce -0.4% |
| AZTA Azenta Inc. | 0.63% | 325,299 | $19.6M | Add +0.0% |
| AZPN Aspen Technology Inc. | 0.61% | 89,254 | $19.0M | Reduce -1.4% |
| ACIW Aci Worldwide Inc. | 0.53% | 498,330 | $16.5M | Add +2.0% |
| DORM Dorman Products Inc. | 0.43% | 138,080 | $13.3M | No change |
| STAA Staar Surgical Co. | 0.42% | 342,740 | $13.1M | Add +60.4% |
| ALRM Alarm.com Holdings Inc. | 0.40% | 171,896 | $12.5M | Reduce -8.6% |
| TYL Tyler Technologies Inc. | 0.37% | 27,204 | $11.6M | Add +13.7% |
| ILMN Illumina Inc. | 0.31% | 69,849 | $9.6M | Reduce -7.5% |
| OSUR Orasure Technologies Inc. | 0.27% | 1,387,369 | $8.5M | Reduce -3.0% |
| HAE Haemonetics Corp. | 0.22% | 80,295 | $6.9M | Reduce -0.9% |
| MPWR Monolithic Power Systems Inc. | 0.20% | 9,144 | $6.2M | Reduce -1.4% |
| MMSI Merit Medical Systems Inc. | 0.17% | 68,430 | $5.2M | Add +31.3% |
| IPGP Ipg Photonics Corp. | 0.10% | 35,825 | $3.2M | Reduce -3.5% |
| DLB Dolby Laboratories Inc. Class A | 0.09% | 32,989 | $2.8M | Reduce -47.5% |
| FELE Franklin Electric Co. Inc. | 0.09% | 25,000 | $2.7M | No change |
| PODD Insulet Corp. | 0.06% | 11,433 | $2.0M | Reduce -2.8% |
| FORR Forrester Research Inc. | 0.06% | 79,955 | $1.7M | Reduce -10.1% |
| QDEL Quidelortho Corp. | 0.05% | 35,540 | $1.7M | No change |
| TRMB Trimble Inc. | 0.05% | 22,000 | $1.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 2,666 | $1.4M | No change |
| ORLY O'reilly Automotive Inc. | 0.03% | 750 | $847K | No change |
| GHM Graham Corp. | 0.02% | 24,250 | $662K | No change |
| VRNS Varonis Systems Inc. | 0.02% | 13,094 | $618K | Add +0.6% |
| FWRD Forward Air Corp. | 0.01% | 14,737 | $458K | Reduce -76.3% |
| GLOB Globant SA | 0.01% | 1,872 | $378K | Reduce -21.3% |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 1,100 | $332K | No change |
| AAPL Apple Inc. | 0.01% | 1,316 | $226K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| QLYS Qualys Inc. | Reduce -4.0% | 3.51% | −1.08 |
| MANH Manhattan Associates Inc. | Reduce -22.6% | 5.14% | −0.95 |
| IDXX Idexx Laboratories Inc. | Reduce -3.0% | 5.07% | −0.67 |
| FDS Factset Research Systems Inc. | Reduce -3.5% | 2.73% | −0.44 |
| ANSS Ansys Inc. | Reduce -1.3% | 3.05% | −0.40 |
| BLKB Blackbaud Inc. | Reduce -8.0% | 1.06% | −0.38 |
| RBC RBC Bearings Inc. | Reduce -2.8% | 1.89% | −0.30 |
| ICLR Icon PLC | Reduce -14.2% | 4.74% | −0.23 |
| KRNT Kornit Digital Ltd. | Reduce -0.8% | 1.26% | −0.17 |
| OSUR Orasure Technologies Inc. | Reduce -3.0% | 0.27% | −0.13 |
| FWRD Forward Air Corp. | Reduce -76.3% | 0.01% | −0.12 |
| DLB Dolby Laboratories Inc. Class A | Reduce -47.5% | 0.09% | −0.10 |
| RGEN Repligen Corp. | Reduce -2.3% | 1.34% | −0.09 |
| AZPN Aspen Technology Inc. | Reduce -1.4% | 0.61% | −0.07 |
| ILMN Illumina Inc. | Reduce -7.5% | 0.31% | −0.05 |
| IPGP Ipg Photonics Corp. | Reduce -3.5% | 0.10% | −0.03 |
| GWRE Guidewire Software Inc. | Reduce -2.1% | 1.64% | −0.03 |
| FORR Forrester Research Inc. | Reduce -10.1% | 0.06% | −0.03 |
| PODD Insulet Corp. | Reduce -2.8% | 0.06% | −0.02 |
| HAE Haemonetics Corp. | Reduce -0.9% | 0.22% | −0.02 |
| ALRM Alarm.com Holdings Inc. | Reduce -8.6% | 0.40% | −0.02 |
| JKHY Jack Henry & Associates Inc. | Reduce -0.0% | 2.61% | −0.01 |
| GLOB Globant SA | Reduce -21.3% | 0.01% | −0.01 |
| MPWR Monolithic Power Systems Inc. | Reduce -1.4% | 0.20% | −0.00 |
| TW Tradeweb Markets Inc. Class A | Reduce -3.6% | 0.98% | +0.03 |
| SEIC Sei Investments Company | Reduce -0.4% | 0.70% | +0.04 |
| DXCM Dexcom Inc. | Reduce -2.2% | 1.58% | +0.04 |
| CSGP Costar Group Inc. | Reduce -0.8% | 2.52% | +0.07 |
| GNTX Gentex Corp. | Reduce -0.1% | 2.74% | +0.09 |
| VRNT Verint Systems Inc. | Reduce -0.6% | 1.28% | +0.16 |
| RMD Resmed Inc. | Reduce -1.0% | 3.15% | +0.20 |
| CGNT Cognyte Software Ltd. | Reduce -0.0% | 1.54% | +0.26 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.3% | 2.40% | +0.27 |
| FTNT Fortinet Inc. | Reduce -1.1% | 5.16% | +0.39 |
| CYBR Cyberark Software Ltd./Israel | Reduce -4.2% | 6.89% | +0.56 |
| AVAV Aerovironment Inc. | Reduce -3.3% | 6.37% | +0.59 |
| NICE Nice Ltd. - Spon ADR | Reduce -1.5% | 4.04% | +0.69 |
| MEDP Medpace Holdings Inc. | Reduce -4.0% | 4.91% | +0.77 |
Portfolio Buys Q4 2023 → Q1 2024
| CVLT Commvault Systems Inc. | Add +8.2% | 2.48% | +0.55 |
| KTOS Kratos Defense & Security | Add +91.0% | 1.34% | +0.52 |
| RAMP Liveramp Holdings Inc. | Add +58.1% | 1.44% | +0.37 |
| STAA Staar Surgical Co. | Add +60.4% | 0.42% | +0.19 |
| PAYC Paycom Software Inc. | Add +15.8% | 0.98% | +0.04 |
| MMSI Merit Medical Systems Inc. | Add +31.3% | 0.17% | +0.03 |
| TYL Tyler Technologies Inc. | Add +13.7% | 0.37% | +0.03 |
| ACIW Aci Worldwide Inc. | Add +2.0% | 0.53% | +0.02 |
| MORN Morningstar Inc. | Add +0.4% | 1.42% | +0.02 |
| VRNS Varonis Systems Inc. | Add +0.6% | 0.02% | −0.00 |
| SPSC SPS Commerce Inc. | Add +4.4% | 1.04% | −0.07 |
| CRNC Cerence Inc. | Add +20.6% | 0.77% | −0.08 |
| AZTA Azenta Inc. | Add +0.0% | 0.63% | −0.10 |
| CGNX Cognex Corp. | Add +0.2% | 2.06% | −0.10 |
| NEOG Neogen Corp. | Add +19.7% | 1.08% | −0.15 |
| TECH Bio-Techne Corp. | Add +5.9% | 2.29% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $2.2B | PANW, FTNT, MEDP, VRNS, RBC |
| Q1 2026 | 74 | $1.9B | MEDP, PANW, RBC, IDXX, AVAV |
| Q4 2025 | 68 | $2.3B | AVAV, CYBR, MEDP, KTOS, IDXX |
| Q3 2025 | 68 | $2.5B | AVAV, KTOS, CYBR, MEDP, IDXX |
| Q2 2025 | 63 | $2.4B | AVAV, CYBR, FTNT, KTOS, IDXX |
| Q1 2025 | 63 | $2.5B | CYBR, FTNT, AVAV, CVLT, MEDP |
| Q4 2024 | 63 | $2.7B | CYBR, AVAV, FTNT, MANH, MEDP |
| Q3 2024 | 61 | $3.1B | AVAV, CYBR, MANH, FTNT, MEDP |
| Q2 2024 | 62 | $3.0B | AVAV, CYBR, MANH, MEDP, IDXX |
| Q1 2024 | 64 | $3.1B | CYBR, AVAV, FTNT, MANH, IDXX |