AC
| |
AMERICAN CAPITAL MANAGEMENT INC13F | |
| AMERICAN CAPITAL MANAGEMENT INC | |
| Last update 2025-05-16 | 63 Stocks (4 new) |
| Value $2.46 Bil | Turnover 5 % |
AMERICAN CAPITAL MANAGEMENT IN... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CYBR | CyberArk Software Ltd | 498,771 | 168,584.6 | -22.36% | 6.860 | -1.78% | 1.010 | +18.61% | +14.53% | 19,190.1 | Software | |
FTNT | Fortinet Inc | 1,286,720 | 123,859.7 | -13.71% | 5.040 | -0.72% | 0.170 | +11.06% | +10.93% | 80,223.3 | Software | |
AVAV | AeroVironment Inc | 947,949 | 112,986.0 | +1.85% | 4.600 | +0.08% | 2.080 | +74.78% | +70.56% | 13,032.2 | Aerospace & Defense | |
CVLT | CommVault Systems Inc | 675,191 | 106,518.1 | -2.91% | 4.330 | -0.11% | 1.530 | +11.54% | +10.57% | 7,429.4 | Software | |
MEDP | Medpace Holdings Inc | 324,811 | 98,966.7 | -1.40% | 4.030 | -0.06% | 1.130 | +69.24% | +43.79% | 13,418.8 | Medical Diagnostics & Research | |
IDXX | IDEXX Laboratories Inc | 221,606 | 93,063.4 | +7.54% | 3.790 | +0.27% | 0.280 | +26.19% | +28.68% | 42,784.5 | Medical Diagnostics & Research | |
RMD | ResMed Inc | 394,534 | 88,316.4 | +0.45% | 3.590 | +0.02% | 0.270 | +25.18% | +17.44% | 39,208.2 | Medical Devices & Instruments | |
FDS | FactSet Research Systems Inc | 177,632 | 80,758.6 | +2.09% | 3.290 | +0.07% | 0.470 | -1.35% | -12.72% | 15,774.1 | Capital Markets | |
KTOS |
Kratos Defense & Security Solutions Inc
Kratos Defense & Security Solutions Inc
| 2,597,876 | 77,130.9 | +0.95% | 3.140 | +0.03% | 1.690 | +72.54% | +110.08% | 9,331.5 | Aerospace & Defense | |
GWRE | Guidewire Software Inc | 400,859 | 75,104.9 | -2.80% | 3.060 | -0.07% | 0.480 | +17.62% | +32.39% | 18,790.7 | Software |
AMERICAN CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns
AMERICAN CAPITAL MANAGEMENT INC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CYBR | CyberArk Software Ltd | 2025-03-31 | Reduce Reduce | -1.78% | 312.8 ($359.47) 414.31 | $381.56 | 6.15% | Reduce -22.36% | 498,771 | -143,638 | |
| AZPN Unlock Delisted | Aspen Technology Inc | 2025-03-31 | Sold Out Sold Out | -1.65% | 249.06 ($260.82) 274.8 | $264.33 | 1.35% | Sold Out | 0 | -177,145 | |
VRNS | Varonis Systems Inc | 2025-03-31 | Add Add | +1.06% | 39.16 ($43.01) 46.84 | $51.94 | 20.76% | Add 104.98% | 1,253,001 | 641,736 | |
GMED | Globus Medical Inc | 2025-03-31 | Add Add | +0.78% | 69.68 ($82.63) 93.32 | $53.01 | -35.85% | Add 790.49% | 294,841 | 261,731 | |
FTNT | Fortinet Inc | 2025-03-31 | Reduce Reduce | -0.72% | 92.49 ($101.38) 114.57 | $104.81 | 3.38% | Reduce -13.71% | 1,286,720 | -204,418 | |
NEOG | Neogen Corp | 2025-03-31 | Add Add | +0.37% | 8.43 ($10.48) 13.07 | $5.02 | -52.10% | Add 29.84% | 4,610,506 | 1,059,654 | |
CGNX | Cognex Corp | 2025-03-31 | Reduce Reduce | -0.35% | 29.83 ($35.22) 41.02 | $34.26 | -2.73% | Reduce -18.27% | 1,187,814 | -265,588 | |
TREX | Trex Co Inc | 2025-03-31 | Add Add | +0.32% | 54 ($64.97) 74.44 | $66.25 | 1.97% | Add 85.51% | 297,395 | 137,085 | |
SPSC | SPS Commerce Inc | 2025-03-31 | Add Add | +0.31% | 123.05 ($157.21) 197.4 | $137.57 | -12.49% | Add 28.06% | 263,437 | 57,717 | |
ORLY | O'Reilly Automotive Inc | 2025-03-31 | Add Add | +0.30% | 79.18 ($86.99) 95.51 | $95.35 | 9.61% | Add 858.17% | 86,235 | 5,149 |
AMERICAN CAPITAL MANAGEMENT INC Total Holding History ($B)
AMERICAN CAPITAL MANAGEMENT INC's Asset Allocation
AMERICAN CAPITAL MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
AMERICAN CAPITAL MANAGEMENT INC's Hypothetical Growth since 2025-03-31
AMERICAN CAPITAL MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AMERICAN CAPITAL MANAGEMENT INC's Holdings Heat Map
Size field:
AMERICAN CAPITAL MANAGEMENT INC's Holdings Bubble Chart
AMERICAN CAPITAL MANAGEMENT INC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers