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 | |
|---|---|---|---|---|---|---|
1526
OneSpan
OSPN
$609M
| $10.7M | ﹤0.01% |
747,592
+418,296
| +127% | +$5.29M |
|
1527
Rocket Companies
RKT
$39.8B
| $10.7M | ﹤0.01% |
680,784
-408,851
| -38% | -$5.89M |
|
1528
Red River Bancshares
RRBI
$674M
| $10.7M | ﹤0.01% |
117,234
+30,993
| +36% | +$2.84M |
|
1529
Tencent Music
TME
$13.9B
| $10.7M | ﹤0.01% |
1,277,511
+100,378
| +9% | +$917K |
|
1530
BlueLinx
BXC
$701M
| $10.7M | ﹤0.01% |
172,258
-7,784
| -4% | -$421K |
|
1531
Golar LNG
GLNG
$5.2B
| $10.7M | ﹤0.01% |
213,729
+66,355
| +45% | +$3.51M |
|
1532
Gran Tierra Energy
GTE
$331M
| $10.6M | ﹤0.01% |
1,702,578
+93,428
| +6% | +$764K |
|
1533
Haemonetics
HAE
$4.16B
| $10.6M | ﹤0.01% |
141,510
+16,481
| +13% | +$1.06M |
|
1534
Northwest Natural Holdings
NWN
$2.12B
| $10.6M | ﹤0.01% |
216,011
-7,046
| -3% | -$361K |
|
1535
Cellebrite
CLBT
$3.8B
| $10.6M | ﹤0.01% |
725,269
-104,125
| -13% | -$1.38M |
|
1536
Indivior Pharmaceuticals
INDV
$4.57B
| $10.6M | ﹤0.01% |
257,924
-15,510
| -6% | -$563K |
|
1537
Mettler-Toledo International
MTD
$28.8B
| $10.5M | ﹤0.01% |
8,251
+2,494
| +43% | +$3.01M |
|
1538
Leidos
LDOS
$17.6B
| $10.5M | ﹤0.01% |
102,131
-25,133
| -20% | -$3.34M |
|
1539
Veeco
VECO
$3.26B
| $10.5M | ﹤0.01% |
138,657
+17,526
| +14% | +$999K |
|
1540
AZZ Inc
AZZ
$4.55B
| $10.5M | ﹤0.01% |
67,742
+10,771
| +19% | +$1.53M |
|
1541
Designer Brands
DBI
$311M
| $10.5M | ﹤0.01% |
1,794,046
+223,770
| +14% | +$1.57M |
|
1542
OR Royalties Inc
OR
$6.31B
| $10.5M | ﹤0.01% |
330,582
+36,918
| +13% | +$1.36M |
|
1543
Capital Bancorp
CBNK
$617M
| $10.4M | ﹤0.01% |
295,949
+92,753
| +46% | +$2.97M |
|
1544
Hasbro
HAS
$13.4B
| $10.4M | ﹤0.01% |
125,440
-23,584
| -16% | -$2.12M |
|
1545
Motorcar Parts of America
MPAA
$230M
| $10.4M | ﹤0.01% |
676,189
+41,146
| +6% | +$498K |
|
|
CWBC
1546
Community West Bancshares
CWBC
$701M
| $10.4M | ﹤0.01% |
385,572
+54,519
| +16% | +$1.33M |
|
1547
Washington Trust Bancorp
WASH
$750M
| $10.3M | ﹤0.01% |
282,349
+185,409
| +191% | +$6.2M |
|
|
HNGE
1548
Hinge Health
HNGE
$6.97B
| $10.3M | ﹤0.01% |
123,501
-1,175,831
| -90% | -$63.8M |
|
1549
Beazer Homes USA
BZH
$874M
| $10.2M | ﹤0.01% |
364,531
+55,214
| +18% | +$1.31M |
|
1550
Atlassian
TEAM
$39.4B
| $10.2M | ﹤0.01% |
130,852
+62,960
| +93% | +$5.15M |
|
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.