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 | |
|---|---|---|---|---|---|---|
|
XZO
1551
Exzeo Group
XZO
$1.38B
| $10.2M | ﹤0.01% |
+602,830
| New | +$8.87M |
|
1552
Standard Motor Products
SMP
$877M
| $10.1M | ﹤0.01% |
260,395
-20,145
| -7% | -$771K |
|
1553
Atmus Filtration Technologies
ATMU
$4.06B
| $10.1M | ﹤0.01% |
198,836
+37,689
| +23% | +$2.05M |
|
1554
Knowles
KN
$3.33B
| $10.1M | ﹤0.01% |
243,825
-80,479
| -25% | -$2.79M |
|
1555
Greenlight Captial
GLRE
$505M
| $10.1M | ﹤0.01% |
624,146
+182,357
| +41% | +$3.14M |
|
1556
Vail Resorts
MTN
$5.29B
| $10.1M | ﹤0.01% |
73,900
+25,297
| +52% | +$3.29M |
|
1557
Trip.com Group
TCOM
$28.7B
| $10.1M | ﹤0.01% |
252,547
| – | – |
|
|
STEL
1558
DELISTED
Stellar Bancorp
STEL
| $10.1M | ﹤0.01% |
255,805
-183,820
| -42% | -$6.92M |
|
1559
Hingham Institution for Saving
HIFS
$689M
| $10.1M | ﹤0.01% |
32,741
+20,578
| +169% | +$5.92M |
|
1560
NiSource
NI
$20.1B
| $10.1M | ﹤0.01% |
211,445
-8,830
| -4% | -$418K |
|
1561
Crown Holdings
CCK
$13.1B
| $10M | ﹤0.01% |
89,852
-41,136
| -31% | -$4.16M |
|
|
EVMN
1562
Evommune Inc
EVMN
$512M
| $10M | ﹤0.01% |
755,018
+262,080
| +53% | +$6.09M |
|
1563
Saia
SAIA
$9.73B
| $10M | ﹤0.01% |
23,804
+1,869
| +9% | +$821K |
|
1564
West Bancorporation
WTBA
$503M
| $10M | ﹤0.01% |
377,827
+111,170
| +42% | +$2.71M |
|
1565
Match Group
MTCH
$8.4B
| $10M | ﹤0.01% |
263,122
-48,644
| -16% | -$1.72M |
|
1566
Bunge Global
BG
$21.5B
| $10M | ﹤0.01% |
93,697
+2,251
| +2% | +$277K |
|
1567
Plains GP Holdings
PAGP
$4.98B
| $9.91M | ﹤0.01% |
408,331
+115,865
| +40% | +$2.78M |
|
|
SVM
1568
Silvercorp Metals
SVM
$2.68B
| $9.87M | ﹤0.01% |
974,429
+380,644
| +64% | +$4.59M |
|
1569
Wipro
WIT
$19.3B
| $9.82M | ﹤0.01% |
4,364,394
+347,003
| +9% | +$738K |
|
1570
Erie Indemnity
ERIE
$13.5B
| $9.74M | ﹤0.01% |
40,636
+21,342
| +111% | +$4.89M |
|
1571
Grupo Cibest SA
CIB
$22.6B
| $9.73M | ﹤0.01% |
122,552
+415
| +0.3% | +$30K |
|
1572
Grocery Outlet
GO
$1.01B
| $9.7M | ﹤0.01% |
971,917
+739,394
| +318% | +$6.09M |
|
1573
Rocky Brands
RCKY
$356M
| $9.69M | ﹤0.01% |
234,931
-23,752
| -9% | -$928K |
|
1574
EXL Service
EXLS
$5.2B
| $9.67M | ﹤0.01% |
373,891
+235,519
| +170% | +$6.94M |
|
1575
Televisa
TV
$1.49B
| $9.65M | ﹤0.01% |
3,560,910
+306,054
| +9% | +$878K |
|
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.