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 | |
|---|---|---|---|---|---|---|
|
PPIH
2201
Perma-Pipe International
PPIH
$216M
| $1.95M | ﹤0.01% |
71,447
-77,326
| -52% | -$2.39M |
|
2202
MGM Resorts International
MGM
$11.1B
| $1.94M | ﹤0.01% |
40,624
+2,043
| +5% | +$84.9K |
|
2203
FIVE9
FIVN
$2.33B
| $1.94M | ﹤0.01% |
91,068
+57,604
| +172% | +$1.14M |
|
2204
Under Armour Class C
UA
$2.2B
| $1.93M | ﹤0.01% |
310,209
+18,095
| +6% | +$104K |
|
2205
CryoPort
CYRX
$750M
| $1.9M | ﹤0.01% |
121,318
+8,965
| +8% | +$115K |
|
2206
National Health Investors
NHI
$3.47B
| $1.9M | ﹤0.01% |
24,872
+2,860
| +13% | +$219K |
|
2207
ADMA Biologics
ADMA
$2.19B
| $1.9M | ﹤0.01% |
226,518
-4,562,493
| -95% | -$41.6M |
|
2208
NETGEAR
NTGR
$658M
| $1.89M | ﹤0.01% |
81,113
-27,776
| -26% | -$691K |
|
2209
Blackbaud
BLKB
$2.03B
| $1.89M | ﹤0.01% |
63,882
+7,972
| +14% | +$262K |
|
2210
McGrath RentCorp
MGRC
$2.94B
| $1.89M | ﹤0.01% |
15,621
+2,247
| +17% | +$255K |
|
2211
Janus International
JBI
$664M
| $1.89M | ﹤0.01% |
339,828
-84,100
| -20% | -$441K |
|
2212
First Internet Bancorp
INBK
$255M
| $1.88M | ﹤0.01% |
67,786
-28,693
| -30% | -$696K |
|
2213
Reynolds Consumer Products
REYN
$5.53B
| $1.88M | ﹤0.01% |
70,121
+27,121
| +63% | +$604K |
|
2214
Kodak
KODK
$992M
| $1.88M | ﹤0.01% |
203,115
+21,773
| +12% | +$239K |
|
2215
Chemung Financial Corp
CHMG
$401M
| $1.87M | ﹤0.01% |
25,096
+1,271
| +5% | +$85.2K |
|
2216
Excelerate Energy
EE
$1.12B
| $1.87M | ﹤0.01% |
49,092
+1,627
| +3% | +$56K |
|
2217
Legacy Housing
LEGH
$683M
| $1.85M | ﹤0.01% |
70,548
-11,608
| -14% | -$265K |
|
2218
Veracyte
VCYT
$3.59B
| $1.85M | ﹤0.01% |
31,415
+2,617
| +9% | +$110K |
|
|
BOBS
2219
Bobs Discount Furniture
BOBS
$2.4B
| $1.84M | ﹤0.01% |
+116,547
| New | +$1.45M |
|
2220
Harrow
HROW
$1.48B
| $1.84M | ﹤0.01% |
43,361
+36,301
| +514% | +$1.35M |
|
2221
Oric Pharmaceuticals
ORIC
$1.43B
| $1.83M | ﹤0.01% |
168,628
+21,824
| +15% | +$198K |
|
2222
Maximus
MMS
$2.85B
| $1.82M | ﹤0.01% |
33,892
+7,062
| +26% | +$440K |
|
2223
H&R Block
HRB
$6.87B
| $1.82M | ﹤0.01% |
+47,752
| New | +$1.66M |
|
2224
OP Bancorp
OPBK
$235M
| $1.82M | ﹤0.01% |
121,109
-86
| -0.1% | -$1.22K |
|
2225
Independence Realty Trust
IRT
$3.96B
| $1.81M | ﹤0.01% |
108,346
+7,947
| +8% | +$129K |
|
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.