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AMERICAN CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
AMERICAN CAPITAL MANAGEMENT INC
报告期 2026-03-31 · CIK 0001320168
持仓数
75
前50大市值合计
$1.82B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
MEDP
MEDPACE HOLDINGS INC
COM
$104.7M
217,947
5.7%
PANW
PALO ALTO NETWORKS INC
COM
$100.1M
624,084
5.5%
RBC
RBC BEARINGS INC
COM
$95.3M
175,443
5.2%
IDXX
IDEXX LABORATORIES INC
COM
$93.3M
166,056
5.1%
AVAV
AEROVIRONMENT INC
COM
$79.9M
436,367
4.4%
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC
COM
$75.6M
1,071,908
4.1%
FTNT
FORTINET INC
COM
$67.7M
828,923
3.7%
SEIC
SEI INVESTMENTS CO
COM
$60.3M
768,615
3.3%
RMD
RESMED INC
COM
$59.6M
265,399
3.3%
GMED
GLOBUS MEDICAL INC
COM
$57.1M
663,049
3.1%
TECH
BIO-TECHNE CORP
COM
$53.4M
1,021,128
2.9%
—
COGNYTE SOFTWARE LTD
COM
$52.6M
6,496,210
2.9%
VRNS
VARONIS SYSTEMS INC
COM
$50.0M
2,328,379
2.7%
RAMP
LIVE RAMP HOLDINGS INC
COM
$49.4M
1,863,589
2.7%
GWRE
GUIDEWIRE SOFTWARE INC
COM
$48.5M
324,196
2.7%
MANH
MANHATTAN ASSOCIATES INC
COM
$47.6M
357,807
2.6%
NOVT
NOVANTA INC
COM
$44.2M
373,874
2.4%
RGEN
REPLIGEN CORP
COM
$42.1M
357,720
2.3%
CVLT
COMMVAULT SYSTEMS INC
COM
$42.1M
540,845
2.3%
DT
DYNATRACE INC
COM
$39.0M
1,054,267
2.1%
JKHY
JACK HENRY & ASSOCIATES INC
COM
$38.4M
243,075
2.1%
VEEV
VEEVA SYSTEMS INC
COM
$36.2M
206,218
2.0%
PRLB
PROTO LABS INC
COM
$35.8M
627,705
2.0%
NCNO
NCINO INC
COM
$35.6M
2,375,396
2.0%
TYL
TYLER TECHNOLOGIES INC
COM
$33.9M
98,942
1.9%
CSGP
COSTAR GROUP INC
COM
$33.3M
825,296
1.8%
TW
TRADEWEB MARKETS INC
COM
$29.3M
249,247
1.6%
BMI
BADGER METER INC
COM
$28.3M
185,841
1.6%
AZTA
AZENTA INC
COM
$27.4M
1,296,024
1.5%
IPGP
IPG PHOTONICS CORP
COM
$23.9M
208,918
1.3%
AAON
AAON INC
COM
$22.9M
276,884
1.3%
MORN
MORNINGSTAR INC
COM
$18.3M
108,340
1.0%
NICE
NICE LTD
COM
$17.4M
157,593
1.0%
NEO
NEOGENOMICS INC
COM
$16.7M
2,250,878
0.9%
STAA
STAAR SURGICAL CO
COM
$16.4M
878,035
0.9%
CRNC
CERENCE INC
COM
$15.9M
2,519,289
0.9%
DXCM
DEXCOM INC
COM
$15.8M
251,475
0.9%
VSEC
VSE CORP
COM
$15.6M
84,795
0.9%
CGNX
COGNEX CORP
COM
$13.3M
271,533
0.7%
GNTX
GENTEX CORP
COM
$11.7M
534,356
0.6%
ESE
ESCO TECHNOLOGIES INC
COM
$10.8M
38,414
0.6%
FDS
FACTSET RESEARCH SYSTEMS INC
COM
$9.3M
43,008
0.5%
MMSI
MERIT MEDICAL SYSTEMS INC
COM
$8.0M
115,775
0.4%
ORLY
O'REILLY AUTOMOTIVE INC
COM
$8.0M
86,235
0.4%
SNPS
SYNOPSYS INC
COM
$7.7M
19,453
0.4%
QLYS
QUALYS INC
COM
$7.4M
83,752
0.4%
MPWR
MONOLITHIC POWER SYSTEMS INC
COM
$6.9M
6,320
0.4%
DORM
DORMAN PRODUCTS INC
COM
$6.3M
60,435
0.3%
KWR
QUAKER CHEMICAL CORP
COM
$4.8M
38,642
0.3%
SPSC
SPS COMMERCE INC
COM
$4.8M
86,076
0.3%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
30%
前 6 大占比
MEDP
5.7%
PANW
5.5%
RBC
5.2%
IDXX
5.1%
AVAV
4.4%
KTOS
4.1%
其他
69.9%
