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 | |
|---|---|---|---|---|---|---|
2401
Ginkgo Bioworks
DNA
$486M
| $975K | ﹤0.01% |
98,357
+10,971
| +13% | +$91.7K |
|
2402
Vanda Pharmaceuticals
VNDA
$314M
| $971K | ﹤0.01% |
158,601
+9,342
| +6% | +$61K |
|
|
EFOR
2403
Everforth Inc
EFOR
$1.34B
| $963K | ﹤0.01% |
53,884
-6,271
| -10% | -$153K |
|
2404
Sigma Lithium
SGML
$1.32B
| $962K | ﹤0.01% |
76,050
+32,983
| +77% | +$555K |
|
2405
Mistras Group
MG
$556M
| $957K | ﹤0.01% |
54,802
+6,004
| +12% | +$107K |
|
2406
Revolution Medicines
RVMD
$44B
| $957K | ﹤0.01% |
5,107
-330,421
| -98% | -$48.3M |
|
2407
NewtekOne
NEWT
$370M
| $948K | ﹤0.01% |
63,997
+8,808
| +16% | +$116K |
|
2408
New Oriental
EDU
$8.49B
| $945K | ﹤0.01% |
20,579
| – | – |
|
2409
SPS Commerce
SPSC
$2.75B
| $944K | ﹤0.01% |
16,517
+7,873
| +91% | +$435K |
|
2410
Kymera Therapeutics
KYMR
$9.48B
| $940K | ﹤0.01% |
+8,196
| New | +$704K |
|
|
AMBQ
2411
Ambiq Micro
AMBQ
$1.58B
| $939K | ﹤0.01% |
+10,630
| New | +$630K |
|
2412
ATS Corp
ATS
$2B
| $937K | ﹤0.01% |
+32,500
| New | +$1M |
|
2413
News Corp Class B
NWS
$17.7B
| $927K | ﹤0.01% |
33,041
+1,599
| +5% | +$47.5K |
|
2414
Globant
GLOB
$1.67B
| $927K | ﹤0.01% |
32,034
+11,348
| +55% | +$454K |
|
|
TBN
2415
Tamboran Resources
TBN
$1.27B
| $927K | ﹤0.01% |
28,503
+11,913
| +72% | +$426K |
|
|
SFIX
2416
Stitch Fix
SFIX
$474M
| $925K | ﹤0.01% |
224,970
+7,161
| +3% | +$26K |
|
2417
Arvinas
ARVN
$580M
| $921K | ﹤0.01% |
110,771
+25,279
| +30% | +$236K |
|
2418
Telesat
TSAT
$934M
| $918K | ﹤0.01% |
+18,108
| New | +$875K |
|
2419
American Outdoor Brands
AOUT
$159M
| $911K | ﹤0.01% |
77,618
| – | – |
|
2420
Keros Therapeutics
KROS
$222M
| $906K | ﹤0.01% |
84,680
+20,420
| +32% | +$227K |
|
2421
Hyatt Hotels
H
$16.8B
| $901K | ﹤0.01% |
4,650
+40
| +0.9% | +$7.01K |
|
2422
LifeVantage
LFVN
$82.1M
| $901K | ﹤0.01% |
144,386
+39,722
| +38% | +$240K |
|
2423
Corsair Gaming
CRSR
$1.4B
| $893K | ﹤0.01% |
92,384
+5,525
| +6% | +$42.8K |
|
2424
Flotek Industries
FTK
$1.35B
| $891K | ﹤0.01% |
37,866
-116
| -0.3% | -$2.25K |
|
2425
Prothena Corp
PRTA
$475M
| $887K | ﹤0.01% |
90,644
+11,013
| +14% | +$109K |
|
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.