AMERICAN CAPITAL MANAGEMENT INC
NEW YORK NY · SEC CIK 0001320168
$18.62亿2026Q1 申报市值
75持仓数
42.6%前十大占比 · 第一大 5.6%
9 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PANW 新建仓+$1.00亿
DT 新建仓+$3,898.68万
BMI 新建仓+$2,831.29万
TYL 加仓+$2,633.00万
VRNS 加仓+$1,759.12万
2026Q1 卖出最多 按季末市值估算
CYBERARK SOFTWAR 清仓-$1.53亿
KTOS 减仓-$3,966.79万
AVAV 减仓-$3,868.63万
QLYS 减仓-$2,814.42万
RBC 减仓-$2,100.46万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MEDP | MEDPACE HOLDINGS INC | $1.05亿 | 5.62% | 217,947 | -6,427 | -2.9% | -$308.62万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.00亿 | 5.37% | 624,084 | 624,084 | — | $1.00亿 | 新建仓 |
| RBC | RBC BEARINGS INC | $9,528.66万 | 5.12% | 175,443 | -38,674 | -18.1% | -$2,100.46万 | 减仓 |
| IDXX | IDEXX LABORATORIES INC | $9,330.52万 | 5.01% | 166,056 | -15,689 | -8.6% | -$881.55万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $7,987.70万 | 4.29% | 436,367 | -211,343 | -32.6% | -$3,868.63万 | 减仓 |
| KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | $7,558.02万 | 4.06% | 1,071,908 | -562,585 | -34.4% | -$3,966.79万 | 减仓 |
| FTNT | FORTINET INC | $6,773.96万 | 3.64% | 828,923 | -96,830 | -10.5% | -$791.29万 | 减仓 |
| SEIC | SEI INVESTMENTS CO | $6,031.32万 | 3.24% | 768,615 | 193,796 | 33.7% | $1,520.72万 | 加仓 |
| RMD | RESMED INC | $5,957.68万 | 3.20% | 265,399 | -41,557 | -13.5% | -$932.87万 | 减仓 |
| GMED | GLOBUS MEDICAL INC | $5,712.83万 | 3.07% | 663,049 | 176,837 | 36.4% | $1,523.63万 | 加仓 |
| TECH | BIO-TECHNE CORP | $5,336.41万 | 2.87% | 1,021,128 | 79,979 | 8.5% | $417.97万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $5,261.93万 | 2.83% | 6,496,210 | -212,184 | -3.2% | -$171.87万 | 减仓 |
| VRNS | VARONIS SYSTEMS INC | $4,999.03万 | 2.68% | 2,328,379 | 819,340 | 54.3% | $1,759.12万 | 加仓 |
| RAMP | LIVE RAMP HOLDINGS INC | $4,942.24万 | 2.65% | 1,863,589 | -14,167 | -0.8% | -$37.57万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4,848.68万 | 2.60% | 324,196 | -1,236 | -0.4% | -$18.49万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $4,763.13万 | 2.56% | 357,807 | -9,053 | -2.5% | -$120.51万 | 减仓 |
| NOVT | NOVANTA INC | $4,415.83万 | 2.37% | 373,874 | -7,992 | -2.1% | -$94.39万 | 减仓 |
| RGEN | REPLIGEN CORP | $4,214.66万 | 2.26% | 357,720 | 22,605 | 6.7% | $266.33万 | 加仓 |
| CVLT | COMMVAULT SYSTEMS INC | $4,212.64万 | 2.26% | 540,845 | 7,039 | 1.3% | $54.83万 | 加仓 |
| DT | DYNATRACE INC | $3,898.68万 | 2.09% | 1,054,267 | 1,054,267 | — | $3,898.68万 | 新建仓 |
| JKHY | JACK HENRY & ASSOCIATES INC | $3,841.56万 | 2.06% | 243,075 | -8,262 | -3.3% | -$130.57万 | 减仓 |
| VEEV | VEEVA SYSTEMS INC | $3,622.43万 | 1.95% | 206,218 | -16,207 | -7.3% | -$284.69万 | 减仓 |
| PRLB | PROTO LABS INC | $3,579.17万 | 1.92% | 627,705 | -3,606 | -0.6% | -$20.56万 | 减仓 |
| NCNO | NCINO INC | $3,558.34万 | 1.91% | 2,375,396 | 347,587 | 17.1% | $520.69万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $3,387.58万 | 1.82% | 98,942 | 76,903 | 348.9% | $2,633.00万 | 加仓 |
| CSGP | COSTAR GROUP INC | $3,329.24万 | 1.79% | 825,296 | -44 | -0.0% | -$1,775 | 减仓 |
| TW | TRADEWEB MARKETS INC | $2,932.64万 | 1.58% | 249,247 | -9,468 | -3.7% | -$111.40万 | 减仓 |
| BMI | BADGER METER INC | $2,831.29万 | 1.52% | 185,841 | 185,841 | — | $2,831.29万 | 新建仓 |
| AZTA | AZENTA INC | $2,738.50万 | 1.47% | 1,296,024 | 274,588 | 26.9% | $580.20万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $2,393.99万 | 1.29% | 208,918 | -26,636 | -11.3% | -$305.22万 | 减仓 |
| AAON | AAON INC | $2,291.22万 | 1.23% | 276,884 | 5,147 | 1.9% | $42.59万 | 加仓 |
| MORN | MORNINGSTAR INC | $1,831.49万 | 0.98% | 108,340 | -4,724 | -4.2% | -$79.86万 | 减仓 |
| NICE | NICE LTD | $1,737.62万 | 0.93% | 157,593 | -133,901 | -45.9% | -$1,476.39万 | 减仓 |
| NEO | NEOGENOMICS INC | $1,670.15万 | 0.90% | 2,250,878 | -73,488 | -3.2% | -$54.53万 | 减仓 |
| STAA | STAAR SURGICAL CO | $1,641.93万 | 0.88% | 878,035 | 138,499 | 18.7% | $258.99万 | 加仓 |
| CRNC | CERENCE INC | $1,589.67万 | 0.85% | 2,519,289 | -135,842 | -5.1% | -$85.72万 | 减仓 |
| DXCM | DEXCOM INC | $1,579.26万 | 0.85% | 251,475 | 2,701 | 1.1% | $16.96万 | 加仓 |
| VSEC | VSE CORP | $1,563.62万 | 0.84% | 84,795 | 77,272 | 1,027.1% | $1,424.90万 | 加仓 |
| CGNX | COGNEX CORP | $1,330.24万 | 0.71% | 271,533 | -92,840 | -25.5% | -$454.82万 | 减仓 |
| GNTX | GENTEX CORP | $1,167.57万 | 0.63% | 534,356 | -45,536 | -7.9% | -$99.50万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $1,080.85万 | 0.58% | 38,414 | 38,414 | — | $1,080.85万 | 新建仓 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $933.23万 | 0.50% | 43,008 | -91,943 | -68.1% | -$1,995.07万 | 减仓 |
| MMSI | MERIT MEDICAL SYSTEMS INC | $798.04万 | 0.43% | 115,775 | 22,692 | 24.4% | $156.42万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $796.04万 | 0.43% | 86,235 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $771.27万 | 0.41% | 19,453 | -983 | -4.8% | -$38.97万 | 减仓 |
| QLYS | QUALYS INC | $735.76万 | 0.40% | 83,752 | -320,367 | -79.3% | -$2,814.42万 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $691.00万 | 0.37% | 6,320 | -168 | -2.6% | -$18.37万 | 减仓 |
| DORM | DORMAN PRODUCTS INC | $630.70万 | 0.34% | 60,435 | 40,028 | 196.1% | $417.73万 | 加仓 |
| KWR | QUAKER CHEMICAL CORP | $480.05万 | 0.26% | 38,642 | 12,496 | 47.8% | $155.24万 | 加仓 |
| SPSC | SPS COMMERCE INC | $479.19万 | 0.26% | 86,076 | -220,710 | -71.9% | -$1,228.69万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $414.84万 | 0.22% | 282,976 | -1,652 | -0.6% | -$2.42万 | 减仓 |
| GHM | GRAHAM CORP | $406.60万 | 0.22% | 51,520 | 4,717 | 10.1% | $37.23万 | 加仓 |
| PODD | INSULET CORP | $404.47万 | 0.22% | 19,275 | 385 | 2.0% | $8.08万 | 加仓 |
| HAE | HAEMONETICS CORP | $377.13万 | 0.20% | 66,915 | -7,500 | -10.1% | -$42.27万 | 减仓 |
| BCPC | BALCHEM CORP | $340.69万 | 0.18% | 20,102 | 20,102 | — | $340.69万 | 新建仓 |
| ALRM | ALARM.COM HOLDINGS INC | $301.48万 | 0.16% | 69,804 | -3,883 | -5.3% | -$16.77万 | 减仓 |
| SHY | ISHARES TRUST | $218.73万 | 0.12% | 26,490 | 26,490 | — | $218.73万 | 新建仓 |
| FELE | FRANKLIN ELECTRIC CO INC | $202.77万 | 0.11% | 22,000 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TRUST | $157.71万 | 0.08% | 2,425 | -110 | -4.3% | -$7.15万 | 减仓 |
| DSGX | DESCARTES SYSTEMS GROUP INC (THE) | $136.95万 | 0.07% | 19,138 | 2,189 | 12.9% | $15.66万 | 加仓 |
| NEOG | NEOGEN CORP | $124.17万 | 0.07% | 133,657 | -1,264,241 | -90.4% | -$1,174.48万 | 减仓 |
| TRMB | TRIMBLE INC | $123.94万 | 0.07% | 19,000 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $123.06万 | 0.07% | 16,280 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | $87.25万 | 0.05% | 3,929 | 3,929 | — | $87.25万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $75.50万 | 0.04% | 18,410 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $71.06万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORP | $69.00万 | 0.04% | 3,300 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $60.91万 | 0.03% | 12,979 | 2,034 | 18.6% | $9.55万 | 加仓 |
| — | NOVANTA INC | $54.18万 | 0.03% | 10,100 | 10,100 | — | $54.18万 | 新建仓 |
| BLKB | BLACKBAUD INC | $49.92万 | 0.03% | 12,930 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $36.19万 | 0.02% | 3,270 | -20,462 | -86.2% | -$226.43万 | 减仓 |
| ILMN | ILLUMINA INC | $27.36万 | 0.01% | 2,220 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY INC | $25.26万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | $21.77万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TRUST | $20.81万 | 0.01% | 3,040 | 3,040 | — | $20.81万 | 新建仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -342,015 | -100.0% | -$1.53亿 | 清仓 |
| SMMD | ISHARES TRUST | $0 | 0.00% | 0 | -78,709 | -100.0% | -$589.85万 | 清仓 |