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 |
Netflix
NFLX
|
+$294M |
| 2 |
Booking.com
BKNG
|
+$259M |
| 3 |
TSMC
TSM
|
+$196M |
| 4 |
ServiceNow
NOW
|
+$194M |
| 5 |
Kenvue
KVUE
|
+$192M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$561M |
| 2 |
Palantir
PLTR
|
+$322M |
| 3 |
Progressive
PGR
|
+$228M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$219M |
| 5 |
Salesforce
CRM
|
+$201M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.7% |
| 4 | Industrials | 10.1% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2426
Concrete Pumping Holdings
BBCP
$475M
| $638K | ﹤0.01% |
103,819
+9,246
| +10% | +$58.6K |
|
2427
EyePoint Inc
EYPT
$1.16B
| $636K | ﹤0.01% |
67,612
+24,752
| +58% | +$171K |
|
2428
Riverview Bancorp
RVSB
$107M
| $636K | ﹤0.01% |
115,638
+4,206
| +4% | +$24.3K |
|
2429
Meridian
MRBK
$240M
| $635K | ﹤0.01% |
49,259
+27,706
| +129% | +$366K |
|
2430
AeroVironment
AVAV
$9.59B
| $633K | ﹤0.01% |
+2,221
| New | +$376K |
|
|
WBTN
2431
WEBTOON Entertainment Inc
WBTN
$1.15B
| $633K | ﹤0.01% |
69,666
+25,863
| +59% | +$224K |
|
|
AGS
2432
DELISTED
PlayAGS
AGS
| $632K | ﹤0.01% |
50,575
-1,715
| -3% | -$20.9K |
|
2433
Atea Pharmaceuticals
AVIR
$406M
| $626K | ﹤0.01% |
173,791
+10,930
| +7% | +$32.6K |
|
2434
NN Inc
NNBR
$298M
| $619K | ﹤0.01% |
294,777
-237,895
| -45% | -$474K |
|
2435
Concentrix
CNXC
$1.52B
| $616K | ﹤0.01% |
11,659
-1,283
| -10% | -$67.8K |
|
2436
Enviri
NVRI
$564M
| $613K | ﹤0.01% |
70,586
+40,216
| +132% | +$295K |
|
2437
Uranium Energy
UEC
$5.54B
| $603K | ﹤0.01% |
88,748
+77,031
| +657% | +$432K |
|
2438
Organogenesis Holdings
ORGO
$226M
| $603K | ﹤0.01% |
164,793
+33,573
| +26% | +$125K |
|
|
ELME
2439
Elme Communities
ELME
$144M
| $602K | ﹤0.01% |
37,847
+427
| +1% | +$6.78K |
|
2440
Tenaris
TS
$26.6B
| $601K | ﹤0.01% |
16,075
| – | – |
|
2441
Hawthorn Bancshares
HWBK
$277M
| $600K | ﹤0.01% |
20,603
| – | – |
|
2442
Pennant Group
PNTG
$1.35B
| $596K | ﹤0.01% |
19,975
-652
| -3% | -$17.9K |
|
2443
Corsair Gaming
CRSR
$1.45B
| $595K | ﹤0.01% |
63,077
+23,134
| +58% | +$187K |
|
2444
Xerox
XRX
$412M
| $591K | ﹤0.01% |
112,237
+12,749
| +13% | +$62.2K |
|
2445
Immersion
IMMR
$248M
| $591K | ﹤0.01% |
75,004
-4,918
| -6% | -$36.6K |
|
2446
Neogen
NEOG
$2.59B
| $589K | ﹤0.01% |
123,193
-2,911,679
| -96% | -$16.7M |
|
2447
FRP Holdings
FRPH
$425M
| $589K | ﹤0.01% |
21,888
+4,319
| +25% | +$117K |
|
2448
Personalis
PSNL
$1.54B
| $588K | ﹤0.01% |
89,669
+22,292
| +33% | +$103K |
|
2449
Genie Energy
GNE
$386M
| $588K | ﹤0.01% |
21,862
-11,076
| -34% | -$212K |
|
2450
Aramark
ARMK
$16.1B
| $583K | ﹤0.01% |
13,922
-4,033
| -22% | -$150K |
|
Similar funds
American Century Companies's Q2 2025 Portfolio in Review
As of Q2 2025, American Century Companies held 2,995 positions worth $184B, up 13% from $163B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
American Century Companies's Q2 2025 filing shows 109 new, 1,777 increased, 829 reduced and 148 closed positions. Its largest new stake was Ferrari: 223,184 shares worth $110M. The largest sale was Apple, an estimated $561M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.
- American Century Companies's largest Q2 2025 buy was Ferrari: 223,184 shares worth $110M.
- American Century Companies added most to Netflix in Q2 2025, an estimated $294M increase.
- American Century Companies's biggest Q2 2025 reduction was Apple, cutting an estimated $561M.
- American Century Companies fully exited Beacon Roofing Supply, Inc. in Q2 2025, selling an estimated $123M.
- American Century Companies's ten largest holdings make up 26% of its $184B portfolio in Q2 2025.
- American Century Companies opened 109 new positions and closed 148 in Q2 2025.
- American Century Companies's portfolio value rose 13% quarter-over-quarter to $184B.
Based on American Century Companies's 13F filing for Q2 2025, filed 12 Aug 2025.