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 | |
|---|---|---|---|---|---|---|
2326
Freshworks
FRSH
$3.22B
| $1.32M | ﹤0.01% |
130,128
+47,203
| +57% | +$420K |
|
2327
ARKO Corp
ARKO
$500M
| $1.31M | ﹤0.01% |
163,304
+13,595
| +9% | +$95.3K |
|
2328
Agilon Health
AGL
$1.45B
| $1.31M | ﹤0.01% |
+12,203
| New | +$799K |
|
2329
Cytek Biosciences
CTKB
$621M
| $1.29M | ﹤0.01% |
292,103
+10,422
| +4% | +$44.5K |
|
2330
Simply Good Foods
SMPL
$968M
| $1.29M | ﹤0.01% |
97,110
+13,670
| +16% | +$169K |
|
2331
AngioDynamics
ANGO
$651M
| $1.28M | ﹤0.01% |
98,538
-344
| -0.3% | -$3.92K |
|
2332
First Bancorp
FNLC
$402M
| $1.28M | ﹤0.01% |
36,697
| – | – |
|
2333
KRONOS Worldwide
KRO
$905M
| $1.27M | ﹤0.01% |
201,193
+152,127
| +310% | +$1.04M |
|
2334
Sunstone Hotel Investors
SHO
$2.01B
| $1.27M | ﹤0.01% |
110,838
+9,595
| +9% | +$101K |
|
2335
Pearson
PSO
$9.7B
| $1.26M | ﹤0.01% |
79,604
+2,120
| +3% | +$31.3K |
|
2336
First Watch Restaurant Group
FWRG
$781M
| $1.26M | ﹤0.01% |
98,083
+4,548
| +5% | +$53.4K |
|
2337
Pangaea Logistics
PANL
$477M
| $1.26M | ﹤0.01% |
194,237
-280,446
| -59% | -$2.13M |
|
2338
U-Haul Holding Co
UHAL
$14.5B
| $1.26M | ﹤0.01% |
19,286
+11,637
| +152% | +$638K |
|
2339
Archer Aviation
ACHR
$4.84B
| $1.26M | ﹤0.01% |
266,536
+195,316
| +274% | +$1.14M |
|
2340
Trade Desk
TTD
$6.34B
| $1.26M | ﹤0.01% |
69,684
+6,889
| +11% | +$146K |
|
|
MBX
2341
MBX Biosciences
MBX
$3.23B
| $1.25M | ﹤0.01% |
22,680
+13,954
| +160% | +$487K |
|
2342
Aviat Networks
AVNW
$282M
| $1.25M | ﹤0.01% |
56,368
-132,257
| -70% | -$2.59M |
|
2343
COPT Defense Properties
CDP
$4.19B
| $1.24M | ﹤0.01% |
34,102
-273,522
| -89% | -$8.89M |
|
2344
Global E Online
GLBE
$6.81B
| $1.23M | ﹤0.01% |
35,526
+6,726
| +23% | +$213K |
|
|
BBUC
2345
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$5.93B
| $1.23M | ﹤0.01% |
41,003
+34,303
| +512% | +$1.13M |
|
|
LKFT
2346
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.83B
| $1.22M | ﹤0.01% |
40,804
+2,014
| +5% | +$57.2K |
|
2347
Cannae Holdings
CNNE
$651M
| $1.22M | ﹤0.01% |
84,769
-17,290
| -17% | -$235K |
|
2348
Carriage Services
CSV
$535M
| $1.22M | ﹤0.01% |
31,757
+76
| +0.2% | +$3.33K |
|
|
BLD
2349
DELISTED
TopBuild
BLD
| $1.22M | ﹤0.01% |
3,433
-111,467
| -97% | -$46M |
|
2350
Quantum Computing Inc
QUBT
$2.02B
| $1.21M | ﹤0.01% |
+124,540
| New | +$1.21M |
|
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.