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 | |
|---|---|---|---|---|---|---|
2251
SIFCO Industries
SIF
$124M
| $1.71M | ﹤0.01% |
+73,196
| New | +$1.33M |
|
2252
Qiagen
QGEN
$8.88B
| $1.71M | ﹤0.01% |
43,733
-79,346
| -64% | -$2.95M |
|
|
SII
2253
Sprott
SII
$3.03B
| $1.71M | ﹤0.01% |
15,144
+12,400
| +452% | +$1.62M |
|
|
LX
2254
LexinFintech Holdings
LX
$237M
| $1.69M | ﹤0.01% |
855,997
+33,120
| +4% | +$70.5K |
|
2255
Hormel Foods
HRL
$13.4B
| $1.69M | ﹤0.01% |
67,923
-15,032
| -18% | -$334K |
|
2256
Bruker
BRKR
$9.03B
| $1.69M | ﹤0.01% |
+28,009
| New | +$1.31M |
|
2257
Grab
GRAB
$14.7B
| $1.68M | ﹤0.01% |
444,813
+247
| +0.1% | +$900 |
|
2258
Crawford & Co Class A
CRD.A
$640M
| $1.67M | ﹤0.01% |
147,920
+399
| +0.3% | +$4.24K |
|
2259
Triple Flag Precious Metals
TFPM
$6.64B
| $1.66M | ﹤0.01% |
55,498
+10,276
| +23% | +$330K |
|
2260
James River Group Holdings
JRVR
$199M
| $1.66M | ﹤0.01% |
376,187
+215,729
| +134% | +$1.06M |
|
2261
Wolfspeed
WOLF
$1.65B
| $1.65M | ﹤0.01% |
+34,229
| New | +$1.49M |
|
2262
Douglas Elliman
DOUG
$184M
| $1.64M | ﹤0.01% |
927,872
-283,474
| -23% | -$508K |
|
2263
Anterix
ATEX
$1.73B
| $1.62M | ﹤0.01% |
15,731
+9,070
| +136% | +$532K |
|
2264
Allegro MicroSystems
ALGM
$7.92B
| $1.62M | ﹤0.01% |
23,247
+7,649
| +49% | +$358K |
|
2265
LXP Industrial Trust
LXP
$3.58B
| $1.61M | ﹤0.01% |
29,922
+2,206
| +8% | +$114K |
|
2266
American Express Global Business Travel
GBTG
$4.93B
| $1.61M | ﹤0.01% |
171,313
+56,901
| +50% | +$461K |
|
2267
MINISO
MNSO
$3.55B
| $1.61M | ﹤0.01% |
133,364
| – | – |
|
2268
Clarus
CLAR
$141M
| $1.61M | ﹤0.01% |
510,475
-7,564
| -1% | -$21.8K |
|
|
NOAH
2269
Noah Holdings
NOAH
$588M
| $1.61M | ﹤0.01% |
160,717
+3,408
| +2% | +$35.1K |
|
|
DOO
2270
Bombardier Recreational Products
DOO
$4.69B
| $1.6M | ﹤0.01% |
26,121
-277,681
| -91% | -$16.7M |
|
2271
IonQ
IONQ
$18.3B
| $1.59M | ﹤0.01% |
+29,929
| New | +$1.52M |
|
2272
Paylocity
PCTY
$7.73B
| $1.59M | ﹤0.01% |
15,231
-10,040
| -40% | -$1.07M |
|
2273
Global Industrial
GIC
$1.49B
| $1.58M | ﹤0.01% |
47,282
+5,941
| +14% | +$189K |
|
2274
Uranium Energy
UEC
$5.62B
| $1.58M | ﹤0.01% |
147,751
+64,637
| +78% | +$868K |
|
2275
e.l.f. Beauty
ELF
$5.47B
| $1.56M | ﹤0.01% |
21,123
-118,185
| -85% | -$7.18M |
|
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.