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 | |
|---|---|---|---|---|---|---|
|
MAGN
1726
Magnera Corp
MAGN
$443M
| $7.05M | ﹤0.01% |
599,991
+378,858
| +171% | +$4.15M |
|
|
USAR
1727
USA Rare Earth Inc
USAR
$4.51B
| $7.04M | ﹤0.01% |
+326,397
| New | +$7.44M |
|
1728
Olin
OLN
$2.13B
| $7.04M | ﹤0.01% |
355,085
+37,000
| +12% | +$967K |
|
1729
Renasant Corp
RNST
$3.96B
| $7.03M | ﹤0.01% |
165,342
+13,846
| +9% | +$560K |
|
1730
Beam Therapeutics
BEAM
$2.76B
| $7.03M | ﹤0.01% |
204,697
+36,024
| +21% | +$1.09M |
|
1731
Plumas Bancorp
PLBC
$439M
| $6.95M | ﹤0.01% |
118,995
+72,721
| +157% | +$3.85M |
|
1732
Cinemark Holdings
CNK
$4.32B
| $6.9M | ﹤0.01% |
217,441
+32,604
| +18% | +$968K |
|
|
AAMI
1733
Acadian Asset Management
AAMI
$3.27B
| $6.84M | ﹤0.01% |
95,664
+14,888
| +18% | +$1.04M |
|
1734
Avantis Short-Term Fixed Income ETF
AVSF
$653M
| $6.8M | ﹤0.01% |
146,090
+16,008
| +12% | +$747K |
|
1735
BioMarin Pharmaceuticals
BMRN
$13.6B
| $6.8M | ﹤0.01% |
118,820
+2,938
| +3% | +$161K |
|
1736
Rambus
RMBS
$11B
| $6.79M | ﹤0.01% |
51,117
+5,627
| +12% | +$732K |
|
|
PPLI
1737
People Inc
PPLI
$3.02B
| $6.78M | ﹤0.01% |
146,978
+16,565
| +13% | +$707K |
|
1738
Diamondrock Hospitality Co
DRH
$2.5B
| $6.78M | ﹤0.01% |
556,288
+367,655
| +195% | +$4M |
|
|
GRAL
1739
GRAIL Inc
GRAL
$3.08B
| $6.77M | ﹤0.01% |
99,227
+8,664
| +10% | +$510K |
|
1740
Albemarle
ALB
$15.1B
| $6.76M | ﹤0.01% |
50,073
+3,865
| +8% | +$682K |
|
|
NESR
1741
National Energy Services Reunited Corp
NESR
$3.51B
| $6.75M | ﹤0.01% |
225,438
+88,594
| +65% | +$2.19M |
|
1742
Digi International
DGII
$3.23B
| $6.74M | ﹤0.01% |
89,885
+6,814
| +8% | +$423K |
|
1743
Lamar Advertising Co
LAMR
$15.6B
| $6.71M | ﹤0.01% |
43,045
+4,261
| +11% | +$616K |
|
|
HDSN
1744
Hudson Technologies
HDSN
$236M
| $6.71M | ﹤0.01% |
1,169,462
-318,312
| -21% | -$1.81M |
|
1745
Brown-Forman Class B
BF.B
$12.8B
| $6.71M | ﹤0.01% |
251,621
-3,711
| -1% | -$100K |
|
1746
Hawaiian Electric Industries
HE
$2.06B
| $6.68M | ﹤0.01% |
493,933
+39,401
| +9% | +$562K |
|
1747
Standex International
SXI
$4B
| $6.68M | ﹤0.01% |
18,675
+6,481
| +53% | +$1.81M |
|
1748
Graham Holdings Company
GHC
$5.03B
| $6.67M | ﹤0.01% |
5,846
+2,598
| +80% | +$2.92M |
|
1749
Remitly
RELY
$5.1B
| $6.66M | ﹤0.01% |
297,286
+207,537
| +231% | +$4.25M |
|
1750
HighPeak Energy
HPK
$912M
| $6.66M | ﹤0.01% |
952,619
-37,564
| -4% | -$259K |
|
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.