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Disclosed positions
AMERICAN CAPITAL MANAGEMENT INC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- PALO ALTO NETWORKS INC
- Ticker
- PANW
- Class
- COM
- Reported value
- $195,381,953
- Reported amount
- 572,934
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001104659-26-097334Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| PALO ALTO NETWORKS INC | PANW | COM | $195,381,953 | 572,934 | SH | None |
| FORTINET INC | FTNT | COM | $112,124,934 | 729,885 | SH | None |
| MEDPACE HOLDINGS INC | MEDP | COM | $111,328,821 | 210,217 | SH | None |
| VARONIS SYSTEMS INC | VRNS | COM | $94,061,900 | 2,241,704 | SH | None |
| RBC BEARINGS INC | RBC | COM | $92,575,252 | 143,737 | SH | None |
| IDEXX LABORATORIES INC | IDXX | COM | $85,341,188 | 162,110 | SH | None |
| NCINO INC | NCNO | COM | $83,508,263 | 5,107,539 | SH | None |
| AEROVIRONMENT INC | AVAV | COM | $69,745,046 | 422,518 | SH | None |
| BIO-TECHNE CORP | TECH | COM | $68,798,193 | 973,789 | SH | None |
| SEI INVESTMENTS COMPANY | SEIC | COM | $65,372,280 | 745,323 | SH | None |
| COMMVAULT SYSTEMS INC | CVLT | COM | $62,493,151 | 440,931 | SH | None |
| MERCURY SYSTEMS INC | MRCY | COM | $59,460,209 | 486,064 | SH | None |
| NOVANTA INC | NOVT | COM | $58,774,847 | 362,271 | SH | None |
| DYNATRACE INC | DT | COM | $58,506,957 | 1,332,429 | SH | None |
| COGNYTE SOFTWARE LTD | CGNT | COM | $54,291,718 | 6,183,567 | SH | None |
| GLOBUS MEDICAL INC | GMED | COM | $51,599,219 | 653,072 | SH | None |
| KRATOS DEFENSE & SECURITY SOLUTIONS INC | KTOS | COM | $51,338,499 | 1,029,653 | SH | None |
| MANHATTAN ASSOCIATES INC | MANH | COM | $50,783,918 | 364,696 | SH | None |
| PROTO LABS INC | PRLB | COM | $50,523,566 | 619,845 | SH | None |
| REPLIGEN CORP | RGEN | COM | $49,262,344 | 361,055 | SH | None |
| AAON INC | AAON | COM | $47,595,081 | 375,178 | SH | None |
| RESMED INC | RMD | COM | $44,521,895 | 228,458 | SH | None |
| GUIDEWIRE SOFTWARE INC | GWRE | COM | $40,481,358 | 328,983 | SH | None |
| DORMAN PRODUCTS INC | DORM | COM | $38,785,094 | 284,244 | SH | None |
| BADGER METER INC | BMI | COM | $38,318,096 | 258,243 | SH | None |
| VEEVA SYSTEMS INC | VEEV | COM | $34,934,615 | 196,848 | SH | None |
| NEOGENOMICS INC | NEO | COM | $32,648,145 | 2,237,707 | SH | None |
| TYLER TECHNOLOGIES INC | TYL | COM | $29,599,877 | 101,210 | SH | None |
| VSE CORP | VSEC | COM | $29,461,419 | 128,934 | SH | None |
| CERENCE INC | CRNC | COM | $27,251,745 | 2,407,398 | SH | None |
| AZENTA INC | AZTA | COM | $27,089,225 | 1,061,490 | SH | None |
| STAAR SURGICAL COMPANY | STAA | COM | $24,290,647 | 846,659 | SH | None |
| TRADEWEB MARKETS INC | TW | COM | $23,743,397 | 238,244 | SH | None |
| IPG PHOTONICS CORP | IPGP | COM | $23,215,516 | 197,882 | SH | None |
| ESCO TECHNOLOGIES INC | ESE | COM | $22,861,812 | 65,312 | SH | None |
| COSTAR GROUP INC | CSGP | COM | $20,536,050 | 725,143 | SH | None |
| COGNEX CORP | CGNX | COM | $18,184,879 | 251,103 | SH | None |
| MORNINGSTAR INC | MORN | COM | $17,934,031 | 114,947 | SH | None |
| DEXCOM INC | DXCM | COM | $15,837,487 | 235,152 | SH | None |
| JACK HENRY & ASSOCIATES INC | JKHY | COM | $13,764,358 | 99,930 | SH | None |
| GENTEX CORP | GNTX | COM | $13,424,157 | 531,229 | SH | None |
| NICE LTD | NICE | COM | $12,414,107 | 136,644 | SH | None |
| FACTSET RESEARCH SYSTEMS INC | FDS | COM | $9,430,059 | 40,986 | SH | None |
| LIVE RAMP HOLDINGS INC | RAMP | COM | $9,261,021 | 246,042 | SH | None |
| SYNOPSYS INC | SNPS | COM | $8,562,760 | 19,196 | SH | None |
| MONOLITHIC POWER SYSTEMS INC | MPWR | COM | $8,151,777 | 5,897 | SH | None |
| O'REILLY AUTOMOTIVE INC | ORLY | COM | $7,941,381 | 86,235 | SH | None |
| MERIT MEDICAL SYSTEMS INC | MMSI | COM | $7,278,412 | 104,967 | SH | None |
| GRAHAM CORP | GHM | COM | $6,443,270 | 52,050 | SH | None |
| HAEMONETICS CORP | HAE | COM | $5,018,625 | 66,915 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.