American Century Companies Portfolio holdings
American Century Companies, Inc., founded in 1958 by James E. Stowers Jr. as Twentieth Century Mutual Funds and headquartered in Kansas City, Missouri, is a privately held investment management firm renowned for its focus on delivering investment results to clients while supporting medical research. Starting with just $100,000 from 24 shareholders, it rebranded to American Century Investments in 1997 and now manages hundreds of billions in assets across mutual funds, ETFs, and institutional portfolios, emphasizing no-load funds and a client-centric approach. The firm’s unique ownership structure sees over 40% of its profits funneled to the Stowers Institute for Medical Research, which it majority-owns, funding groundbreaking biomedical research, while Nomura Holdings holds a significant minority stake. With a global presence in cities like New York, London, and Hong Kong, and a workforce of around 1,400, American Century blends financial expertise with a mission to improve lives through both wealth creation and scientific advancement.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ciena
CIEN
|
+$671M |
| 2 |
Advanced Micro Devices
AMD
|
+$638M |
| 3 |
Eli Lilly
LLY
|
+$520M |
| 4 |
Corning
GLW
|
+$389M |
| 5 |
Cadence Design Systems
CDNS
|
+$371M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.74B |
| 2 |
Analog Devices
ADI
|
+$697M |
| 3 |
Broadcom
AVGO
|
+$679M |
| 4 |
Microsoft
MSFT
|
+$663M |
| 5 |
Costco
COST
|
+$357M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.76% |
| 2 | Financials | 14.09% |
| 3 | Industrials | 11.46% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Healthcare | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Funko
FNKO
$329M
| $778K | ﹤0.01% |
132,396
-254,924
| -66% | -$1.23M |
|
2477
OrthoPediatrics
KIDS
$645M
| $775K | ﹤0.01% |
40,503
-129
| -0.3% | -$2.24K |
|
2478
Relay Therapeutics
RLAY
$4.36B
| $769K | ﹤0.01% |
41,101
-399,084
| -91% | -$5.79M |
|
2479
SS&C Technologies
SSNC
$18.7B
| $768K | ﹤0.01% |
12,375
+1,469
| +13% | +$99.7K |
|
|
CAI
2480
Caris Life Sciences
CAI
$6.33B
| $764K | ﹤0.01% |
42,899
+27,959
| +187% | +$500K |
|
2481
Boston Omaha
BOC
$433M
| $759K | ﹤0.01% |
55,623
-3,895
| -7% | -$49K |
|
2482
Zevra Therapeutics
ZVRA
$677M
| $759K | ﹤0.01% |
+52,903
| New | +$588K |
|
2483
Fidelity National Information Services
FIS
$21.5B
| $757K | ﹤0.01% |
19,472
-380,729
| -95% | -$16.5M |
|
2484
AeroVironment
AVAV
$9.83B
| $749K | ﹤0.01% |
4,536
+34
| +0.8% | +$6.08K |
|
|
LBRX
2485
LB Pharmaceuticals
LBRX
$1.3B
| $744K | ﹤0.01% |
+22,925
| New | +$673K |
|
2486
nLIGHT
LASR
$3.08B
| $743K | ﹤0.01% |
10,669
+1,987
| +23% | +$139K |
|
2487
Everspin Technologies
MRAM
$418M
| $740K | ﹤0.01% |
30,598
+9,827
| +47% | +$220K |
|
2488
Xeris Biopharma Holdings
XERS
$1.53B
| $739K | ﹤0.01% |
+93,345
| New | +$596K |
|
2489
Neurogene
NGNE
$733M
| $734K | ﹤0.01% |
23,330
+4,790
| +26% | +$132K |
|
2490
Inspire Medical Systems
INSP
$1.68B
| $734K | ﹤0.01% |
16,443
+5,761
| +54% | +$273K |
|
2491
Utz Brands
UTZ
$1.25B
| $732K | ﹤0.01% |
95,012
-1,856
| -2% | -$13.8K |
|
2492
Glaukos
GKOS
$10.9B
| $728K | ﹤0.01% |
+5,212
| New | +$659K |
|
|
BZUN
2493
Baozun
BZUN
$166M
| $725K | ﹤0.01% |
+256,300
| New | +$691K |
|
2494
Brown-Forman Class A
BF.A
$13B
| $724K | ﹤0.01% |
26,462
+1,727
| +7% | +$47.5K |
|
|
PRMB
2495
Primo Brands
PRMB
$8.61B
| $719K | ﹤0.01% |
29,406
+4,303
| +17% | +$95.5K |
|
2496
OppFi
OPFI
$585M
| $717K | ﹤0.01% |
72,249
-3,234
| -4% | -$28K |
|
|
GTLS
2497
DELISTED
Chart Industries
GTLS
| $717K | ﹤0.01% |
3,432
-589
| -15% | -$122K |
|
2498
Latham Group
SWIM
$911M
| $715K | ﹤0.01% |
110,566
-3,451
| -3% | -$19.4K |
|
2499
Aecom
ACM
$8.02B
| $715K | ﹤0.01% |
10,248
+1,165
| +13% | +$89.2K |
|
2500
AstroNova
ALOT
$227M
| $714K | ﹤0.01% |
+25,077
| New | +$402K |
|
Similar funds
American Century Companies's Q2 2026 Portfolio in Review
As of Q2 2026, American Century Companies held 3,021 positions worth $226B, up 16% from $194B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
American Century Companies's Q2 2026 filing shows 193 new, 1,743 increased, 891 reduced and 137 closed positions. Its largest new stake was OceanaGold Corp: 6,764,717 shares worth $170M. The largest sale was Apple, an estimated $1.74B.
By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- American Century Companies's largest Q2 2026 buy was OceanaGold Corp: 6,764,717 shares worth $170M.
- American Century Companies added most to Ciena in Q2 2026, an estimated $671M increase.
- American Century Companies's biggest Q2 2026 reduction was Apple, cutting an estimated $1.74B.
- American Century Companies fully exited Air Lease Corp in Q2 2026, selling an estimated $182M.
- American Century Companies's ten largest holdings make up 22% of its $226B portfolio in Q2 2026.
- American Century Companies opened 193 new positions and closed 137 in Q2 2026.
- American Century Companies's portfolio value rose 16% quarter-over-quarter to $226B.
Based on American Century Companies's 13F filing for Q2 2026, filed 12 Aug 2026.