American Capital Management Inc 13F 持仓 · 2026年Q2
American Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 22.30 亿美元。前几大持仓：PANW（8.76%）、FTNT（5.03%）、MEDP（4.99%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | $195.4M | 8.76% | 572,934 | 减持 |
| 2 | FTNT | FORTINET INC | $112.1M | 5.03% | 729,885 | 减持 |
| 3 | MEDP | MEDPACE HOLDINGS INC | $111.3M | 4.99% | 210,217 | 减持 |
| 4 | VRNS | VARONIS SYSTEMS INC | $94.1M | 4.22% | 2.2M | 减持 |
| 5 | RBC | RBC BEARINGS INC | $92.6M | 4.15% | 143,737 | 减持 |
| 6 | IDXX | IDEXX LABORATORIES INC | $85.3M | 3.83% | 162,110 | 减持 |
| 7 | NCNO | NCINO INC | $83.5M | 3.74% | 5.1M | 增持 |
| 8 | AVAV | AEROVIRONMENT INC | $69.7M | 3.13% | 422,518 | 减持 |
| 9 | TECH | BIO-TECHNE CORP | $68.8M | 3.08% | 973,789 | 减持 |
| 10 | SEIC | SEI INVESTMENTS COMPANY | $65.4M | 2.93% | 745,323 | 减持 |
| 11 | CVLT | COMMVAULT SYSTEMS INC | $62.5M | 2.80% | 440,931 | 减持 |
| 12 | MRCY | MERCURY SYSTEMS INC | $59.5M | 2.67% | 486,064 | 新建仓 |
| 13 | NOVT | NOVANTA INC | $58.8M | 2.64% | 362,271 | 减持 |
| 14 | DT | DYNATRACE INC | $58.5M | 2.62% | 1.3M | 增持 |
| 15 | CGNT | COGNYTE SOFTWARE LTD | $54.3M | 2.43% | 6.2M | 减持 |
| 16 | GMED | GLOBUS MEDICAL INC | $51.6M | 2.31% | 653,072 | 减持 |
| 17 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | $51.3M | 2.30% | 1.0M | 减持 |
| 18 | MANH | MANHATTAN ASSOCIATES INC | $50.8M | 2.28% | 364,696 | 增持 |
| 19 | PRLB | PROTO LABS INC | $50.5M | 2.27% | 619,845 | 减持 |
| 20 | RGEN | REPLIGEN CORP | $49.3M | 2.21% | 361,055 | 增持 |
| 21 | AAON | AAON INC | $47.6M | 2.13% | 375,178 | 增持 |
| 22 | RMD | RESMED INC | $44.5M | 2.00% | 228,458 | 减持 |
| 23 | GWRE | GUIDEWIRE SOFTWARE INC | $40.5M | 1.82% | 328,983 | 增持 |
| 24 | DORM | DORMAN PRODUCTS INC | $38.8M | 1.74% | 284,244 | 增持 |
| 25 | BMI | BADGER METER INC | $38.3M | 1.72% | 258,243 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR