AMERICAN CAPITAL MANAGEMENT INC
NEW YORK NY · SEC CIK 0001320168
$22.30亿2026Q2 申报市值
80持仓数
43.9%前十大占比 · 第一大 8.8%
7 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MRCY 新建仓+$5,946.02万
NCNO 加仓+$4,467.05万
DORM 加仓+$3,053.87万
AAON 加仓+$1,246.96万
DT 加仓+$1,221.41万
2026Q2 卖出最多 按季末市值估算
RAMP 减仓-$6,088.45万
RBC 减仓-$2,042.06万
JKHY 减仓-$1,971.68万
PANW 减仓-$1,744.32万
FTNT 减仓-$1,521.42万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $1.95亿 | 8.76% | 572,934 | -51,150 | -8.2% | -$1,744.32万 | 减仓 |
| FTNT | FORTINET INC | $1.12亿 | 5.03% | 729,885 | -99,038 | -11.9% | -$1,521.42万 | 减仓 |
| MEDP | MEDPACE HOLDINGS INC | $1.11亿 | 4.99% | 210,217 | -7,730 | -3.5% | -$409.37万 | 减仓 |
| VRNS | VARONIS SYSTEMS INC | $9,406.19万 | 4.22% | 2,241,704 | -86,675 | -3.7% | -$363.69万 | 减仓 |
| RBC | RBC BEARINGS INC | $9,257.53万 | 4.15% | 143,737 | -31,706 | -18.1% | -$2,042.06万 | 减仓 |
| IDXX | IDEXX LABORATORIES INC | $8,534.12万 | 3.83% | 162,110 | -3,946 | -2.4% | -$207.73万 | 减仓 |
| NCNO | NCINO INC | $8,350.83万 | 3.74% | 5,107,539 | 2,732,143 | 115.0% | $4,467.05万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $6,974.50万 | 3.13% | 422,518 | -13,849 | -3.2% | -$228.61万 | 减仓 |
| TECH | BIO-TECHNE CORP | $6,879.82万 | 3.08% | 973,789 | -47,339 | -4.6% | -$334.45万 | 减仓 |
| SEIC | SEI INVESTMENTS COMPANY | $6,537.23万 | 2.93% | 745,323 | -23,292 | -3.0% | -$204.29万 | 减仓 |
| CVLT | COMMVAULT SYSTEMS INC | $6,249.32万 | 2.80% | 440,931 | -99,914 | -18.5% | -$1,416.08万 | 减仓 |
| MRCY | MERCURY SYSTEMS INC | $5,946.02万 | 2.67% | 486,064 | 486,064 | — | $5,946.02万 | 新建仓 |
| NOVT | NOVANTA INC | $5,877.48万 | 2.64% | 362,271 | -11,603 | -3.1% | -$188.25万 | 减仓 |
| DT | DYNATRACE INC | $5,850.70万 | 2.62% | 1,332,429 | 278,162 | 26.4% | $1,221.41万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $5,429.17万 | 2.43% | 6,183,567 | -312,643 | -4.8% | -$274.50万 | 减仓 |
| GMED | GLOBUS MEDICAL INC | $5,159.92万 | 2.31% | 653,072 | -9,977 | -1.5% | -$78.83万 | 减仓 |
| KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | $5,133.85万 | 2.30% | 1,029,653 | -42,255 | -3.9% | -$210.68万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $5,078.39万 | 2.28% | 364,696 | 6,889 | 1.9% | $95.93万 | 加仓 |
| PRLB | PROTO LABS INC | $5,052.36万 | 2.27% | 619,845 | -7,860 | -1.3% | -$64.07万 | 减仓 |
| RGEN | REPLIGEN CORP | $4,926.23万 | 2.21% | 361,055 | 3,335 | 0.9% | $45.50万 | 加仓 |
| AAON | AAON INC | $4,759.51万 | 2.13% | 375,178 | 98,294 | 35.5% | $1,246.96万 | 加仓 |
| RMD | RESMED INC | $4,452.19万 | 2.00% | 228,458 | -36,941 | -13.9% | -$719.91万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4,048.14万 | 1.82% | 328,983 | 4,787 | 1.5% | $58.90万 | 加仓 |
| DORM | DORMAN PRODUCTS INC | $3,878.51万 | 1.74% | 284,244 | 223,809 | 370.3% | $3,053.87万 | 加仓 |
| BMI | BADGER METER INC | $3,831.81万 | 1.72% | 258,243 | 72,402 | 39.0% | $1,074.30万 | 加仓 |
| VEEV | VEEVA SYSTEMS INC | $3,493.46万 | 1.57% | 196,848 | -9,370 | -4.5% | -$166.29万 | 减仓 |
| NEO | NEOGENOMICS INC | $3,264.81万 | 1.46% | 2,237,707 | -13,171 | -0.6% | -$19.22万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $2,959.99万 | 1.33% | 101,210 | 2,268 | 2.3% | $66.33万 | 加仓 |
| VSEC | VSE CORP | $2,946.14万 | 1.32% | 128,934 | 44,139 | 52.1% | $1,008.58万 | 加仓 |
| CRNC | CERENCE INC | $2,725.17万 | 1.22% | 2,407,398 | -111,891 | -4.4% | -$126.66万 | 减仓 |
| AZTA | AZENTA INC | $2,708.92万 | 1.21% | 1,061,490 | -234,534 | -18.1% | -$598.53万 | 减仓 |
| STAA | STAAR SURGICAL COMPANY | $2,429.06万 | 1.09% | 846,659 | -31,376 | -3.6% | -$90.02万 | 减仓 |
| TW | TRADEWEB MARKETS INC | $2,374.34万 | 1.06% | 238,244 | -11,003 | -4.4% | -$109.66万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $2,321.55万 | 1.04% | 197,882 | -11,036 | -5.3% | -$129.47万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $2,286.18万 | 1.03% | 65,312 | 26,898 | 70.0% | $941.54万 | 加仓 |
| CSGP | COSTAR GROUP INC | $2,053.61万 | 0.92% | 725,143 | -100,153 | -12.1% | -$283.63万 | 减仓 |
| CGNX | COGNEX CORP | $1,818.49万 | 0.82% | 251,103 | -20,430 | -7.5% | -$147.95万 | 减仓 |
| MORN | MORNINGSTAR INC | $1,793.40万 | 0.80% | 114,947 | 6,607 | 6.1% | $103.08万 | 加仓 |
| DXCM | DEXCOM INC | $1,583.75万 | 0.71% | 235,152 | -16,323 | -6.5% | -$109.94万 | 减仓 |
| JKHY | JACK HENRY & ASSOCIATES INC | $1,376.44万 | 0.62% | 99,930 | -143,145 | -58.9% | -$1,971.68万 | 减仓 |
| GNTX | GENTEX CORP | $1,342.42万 | 0.60% | 531,229 | -3,127 | -0.6% | -$7.90万 | 减仓 |
| NICE | NICE LTD | $1,241.41万 | 0.56% | 136,644 | -20,949 | -13.3% | -$190.32万 | 减仓 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $943.01万 | 0.42% | 40,986 | -2,022 | -4.7% | -$46.52万 | 减仓 |
| RAMP | LIVE RAMP HOLDINGS INC | $926.10万 | 0.42% | 246,042 | -1,617,547 | -86.8% | -$6,088.45万 | 减仓 |
| SNPS | SYNOPSYS INC | $856.28万 | 0.38% | 19,196 | -257 | -1.3% | -$11.46万 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $815.18万 | 0.37% | 5,897 | -423 | -6.7% | -$58.47万 | 减仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $794.14万 | 0.36% | 86,235 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MEDICAL SYSTEMS INC | $727.84万 | 0.33% | 104,967 | -10,808 | -9.3% | -$74.94万 | 减仓 |
| GHM | GRAHAM CORP | $644.33万 | 0.29% | 52,050 | 530 | 1.0% | $6.56万 | 加仓 |
| HAE | HAEMONETICS CORP | $501.86万 | 0.23% | 66,915 | 0 | 0.0% | — | 不变 |
| KRNT | KORNIT DIGITAL LTD | $459.84万 | 0.21% | 282,976 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $448.45万 | 0.20% | 29,455 | 10,180 | 52.8% | $154.99万 | 加仓 |
| KWR | QUAKER CHEMICAL CORP | $433.38万 | 0.19% | 27,279 | -11,363 | -29.4% | -$180.52万 | 减仓 |
| SPSC | SPS COMMERCE INC | $422.82万 | 0.19% | 73,958 | -12,118 | -14.1% | -$69.28万 | 减仓 |
| ALRM | ALARM.COM HOLDINGS INC | $320.24万 | 0.14% | 68,544 | -1,260 | -1.8% | -$5.89万 | 减仓 |
| BCPC | BALCHEM CORP | $271.45万 | 0.12% | 16,067 | -4,035 | -20.1% | -$68.17万 | 减仓 |
| FELE | FRANKLIN ELECTRIC CO INC | $235.82万 | 0.11% | 22,000 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TRUST | $209.58万 | 0.09% | 25,524 | -966 | -3.6% | -$7.93万 | 减仓 |
| SPY | SPDR S&P 500 ETF TRUST | $181.09万 | 0.08% | 2,425 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | $137.92万 | 0.06% | 3,626 | -303 | -7.7% | -$11.53万 | 减仓 |
| DSGX | DESCARTES SYSTEMS GROUP INC (THE) | $135.75万 | 0.06% | 19,605 | 467 | 2.4% | $3.23万 | 加仓 |
| FROG | JFROG LTD | $122.50万 | 0.05% | 13,479 | 500 | 3.9% | $4.54万 | 加仓 |
| NEOG | NEOGEN CORP | $119.98万 | 0.05% | 133,457 | -200 | -0.1% | -$1,798 | 减仓 |
| IGSB | ISHARES TRUST | $112.66万 | 0.05% | 21,496 | 21,496 | — | $112.66万 | 新建仓 |
| QLYS | QUALYS INC | $97.96万 | 0.04% | 7,125 | -76,627 | -91.5% | -$1,053.54万 | 减仓 |
| TRMB | TRIMBLE INC | $97.24万 | 0.04% | 19,000 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TRUST | $94.91万 | 0.04% | 8,702 | 8,702 | — | $94.91万 | 新建仓 |
| — | NOVANTA INC | $94.60万 | 0.04% | 14,035 | 3,935 | 39.0% | $26.52万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $92.58万 | 0.04% | 18,410 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORP | $86.88万 | 0.04% | 3,300 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $81.02万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TRUST | $77.37万 | 0.03% | 8,186 | 8,186 | — | $77.37万 | 新建仓 |
| HYG | ISHARES TRUST | $57.36万 | 0.03% | 7,173 | 7,173 | — | $57.36万 | 新建仓 |
| ICLR | ICON PLC | $49.04万 | 0.02% | 2,823 | -447 | -13.7% | -$7.76万 | 减仓 |
| ILMN | ILLUMINA INC | $39.03万 | 0.02% | 2,220 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY INC | $26.98万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FUNDS | $24.91万 | 0.01% | 1,949 | 1,949 | — | $24.91万 | 新建仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | $24.83万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FUNDS | $24.64万 | 0.01% | 2,860 | 2,860 | — | $24.64万 | 新建仓 |
| ACWX | ISHARES TRUST | $24.51万 | 0.01% | 3,220 | 180 | 5.9% | $1.37万 | 加仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -16,280 | -100.0% | -$123.06万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -12,930 | -100.0% | -$49.92万 | 清仓 |