AMERICAN CAPITAL MANAGEMENT INC

Fundamental diversified ★Signal CIK 1320168
League rank
#78
in Fundamental diversified · #356 overall
Long book
$1.86B
Q1 2026
Positions
75
Top-10 weight
43%
concentration
Last quarter
+24.0%
SPY +14.8%
Turnover
14%
of book per quarter

Strategy in plain words

auto-generated from filings

AMERICAN CAPITAL MANAGEMENT INC is a diversified fundamental manager, running a $1.86B US long book across 75 positions.

The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: MEDPACE HOLDINGS INC, PALO ALTO NETWORKS INC, RBC BEARINGS INC, IDEXX LABORATORIES INC, AEROVIRONMENT INC.

Over the last 9 quarters its long book ran on average 2.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-5.9%
Q2 2024
+6.4%
Q3 2024
-1.5%
Q4 2024
-8.3%
Q1 2025
+16.6%
Q2 2025
+5.8%
Q3 2025
-7.1%
Q4 2025
-14.6%
Q1 2026
+24.0%

Sector allocation

Technology
45%
Healthcare
20%
Industrials
20%
Financials
6%
Materials
5%
Services media
4%
Consumer discretionary
0%
Energy
0%

Long book by quarter

$3.12B
Q1 2024
$2.99B
Q2 2024
$3.06B
Q3 2024
$2.69B
Q4 2024
$2.46B
Q1 2025
$2.41B
Q2 2025
$2.51B
Q3 2025
$2.27B
Q4 2025
$1.86B
Q1 2026

What does AMERICAN CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MEDP MEDPACE HOLDINGS INCHealthcare217.9K$104.7M5.6%-2.9%
PANW PALO ALTO NETWORKS INCTechnology624.1K$100.1M5.4%New
RBC RBC BEARINGS INCIndustrials175.4K$95.3M5.1%-18.1%
IDXX IDEXX LABORATORIES INCMaterials166.1K$93.3M5.0%-8.6%
AVAV AEROVIRONMENT INCIndustrials436.4K$79.9M4.3%-32.6%
KTOS KRATOS DEFENSE & SECURITYIndustrials1.1M$75.6M4.1%-34.4%
FTNT FORTINET INCTechnology828.9K$67.7M3.6%-10.5%
SEIC SEI INVESTMENTS COMPANYFinancials768.6K$60.3M3.2%+33.7%
RMD RESMED INCHealthcare265.4K$59.6M3.2%-13.5%
GMED GLOBUS MEDICAL INC - AHealthcare663.0K$57.1M3.1%+36.4%
TECH BIO-TECHNE CORPHealthcare1.0M$53.4M2.9%+8.5%
CGNT COGNYTE SOFTWARE LTDTechnology6.5M$52.6M2.8%-3.2%
VRNS VARONIS SYSTEMS INCTechnology2.3M$50.0M2.7%+54.3%
RAMP LIVERAMP HOLDINGS INCTechnology1.9M$49.4M2.7%-0.8%
GWRE GUIDEWIRE SOFTWARE INCTechnology324.2K$48.5M2.6%-0.4%
MANH MANHATTAN ASSOCIATES INCTechnology357.8K$47.6M2.6%-2.5%
NOVT NOVANTA INCTechnology373.9K$44.2M2.4%-2.1%
RGEN REPLIGEN CORPHealthcare357.7K$42.1M2.3%+6.7%
CVLT COMMVAULT SYSTEMS INCTechnology540.8K$42.1M2.3%+1.3%
DT DYNATRACE INCTechnology1.1M$39.0M2.1%New
JKHY JACK HENRY & ASSOCIATES INCTechnology243.1K$38.4M2.1%-3.3%
VEEV VEEVA SYSTEMS INC-CLASS ATechnology206.2K$36.2M1.9%-7.3%
PRLB PROTO LABS INCIndustrials627.7K$35.8M1.9%-0.6%
NCNO NCINO INCTechnology2.4M$35.6M1.9%+17.1%
TYL TYLER TECHNOLOGIES INCTechnology98.9K$33.9M1.8%+348.9%
CSGP COSTAR GROUP INCServices media825.3K$33.3M1.8%0.0%
TW TRADEWEB MARKETS INC-CLASS AFinancials249.2K$29.3M1.6%-3.7%
BMI BADGER METER INCTechnology185.8K$28.3M1.5%New
AZTA AZENTA INCIndustrials1.3M$27.4M1.5%+26.9%
IPGP IPG PHOTONICS CORPTechnology208.9K$23.9M1.3%-11.3%
AAON AAON INCIndustrials276.9K$22.9M1.2%+1.9%
MORN MORNINGSTAR INCFinancials108.3K$18.3M1.0%-4.2%
NEO NEOGENOMICS INCServices media2.3M$16.7M0.9%-3.2%
STAA STAAR SURGICAL COHealthcare878.0K$16.4M0.9%+18.7%
CRNC CERENCE INCTechnology2.5M$15.9M0.9%-5.1%
DXCM DEXCOM INCHealthcare251.5K$15.8M0.8%+1.1%
VSEC VSE CORPServices media84.8K$15.6M0.8%+1027.1%
CGNX COGNEX CORPTechnology271.5K$13.3M0.7%-25.5%
GNTX GENTEX CORPIndustrials534.4K$11.7M0.6%-7.9%
ESE ESCO TECHNOLOGIES INCTechnology38.4K$10.8M0.6%New
FDS FACTSET RESEARCH SYSTEMS INCTechnology43.0K$9.3M0.5%-68.1%
MMSI MERIT MEDICAL SYSTEMS INCHealthcare115.8K$8.0M0.4%+24.4%
ORLY O'REILLY AUTOMOTIVE INCConsumer discretionary86.2K$8.0M0.4%Held
SNPS SYNOPSYS INCTechnology19.5K$7.7M0.4%-4.8%
QLYS QUALYS INCTechnology83.8K$7.4M0.4%-79.3%
MPWR MONOLITHIC POWER SYSTEMS INCTechnology6.3K$6.9M0.4%-2.6%
DORM DORMAN PRODUCTS INCIndustrials60.4K$6.3M0.3%+196.1%
KWR QUAKER CHEMICAL CORPORATIONEnergy38.6K$4.8M0.3%+47.8%
SPSC SPS COMMERCE INCTechnology86.1K$4.8M0.3%-71.9%
KRNT KORNIT DIGITAL LTDIndustrials283.0K$4.1M0.2%-0.6%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202675$1.86B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202668$2.27B canonicalSEC ↗
Q3 202513F-HRNov 14, 202568$2.51B canonicalSEC ↗
Q2 202513F-HRAug 14, 202563$2.41B canonicalSEC ↗
Q1 202513F-HRMay 15, 202563$2.46B canonicalSEC ↗
Q4 202413F-HRFeb 11, 202563$2.69B canonicalSEC ↗
Q3 202413F-HRNov 14, 202461$3.06B canonicalSEC ↗
Q2 202413F-HRAug 14, 202462$2.99B canonicalSEC ↗
Q1 202413F-HRMay 15, 202464$3.12B canonicalSEC ↗