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 | |
|---|---|---|---|---|---|---|
2451
GFL Environmental
GFL
$14.9B
| $837K | ﹤0.01% |
22,770
+3,594
| +19% | +$136K |
|
|
SRTA
2452
Strata Critical Medical Inc
SRTA
$528M
| $837K | ﹤0.01% |
158,869
-935
| -0.6% | -$4.92K |
|
2453
NRC Health Common Stock
NRC
$454M
| $832K | ﹤0.01% |
38,565
+97
| +0.3% | +$1.8K |
|
|
CTNM
2454
Contineum Therapeutics
CTNM
$550M
| $828K | ﹤0.01% |
50,513
+14,832
| +42% | +$194K |
|
2455
Shift4
FOUR
$3.35B
| $822K | ﹤0.01% |
16,906
+7,542
| +81% | +$326K |
|
2456
Ligand Pharmaceuticals
LGND
$5.77B
| $819K | ﹤0.01% |
2,591
-37,904
| -94% | -$8.93M |
|
2457
Dream Finders Homes
DFH
$1.29B
| $817K | ﹤0.01% |
47,340
-3,731
| -7% | -$54.9K |
|
2458
Sprinklr
CXM
$1.57B
| $815K | ﹤0.01% |
157,872
+27,916
| +21% | +$148K |
|
2459
1-800-Flowers.com
FLWS
$258M
| $813K | ﹤0.01% |
233,741
+157,918
| +208% | +$623K |
|
2460
Escalade
ESCA
$285M
| $812K | ﹤0.01% |
+43,258
| New | +$800K |
|
2461
Hawthorn Bancshares
HWBK
$276M
| $810K | ﹤0.01% |
20,603
| – | – |
|
2462
Lumen
LUMN
$6.5B
| $809K | ﹤0.01% |
105,373
+33,130
| +46% | +$290K |
|
2463
Verra Mobility
VRRM
$712M
| $808K | ﹤0.01% |
190,097
-3,487,984
| -95% | -$36.8M |
|
|
TBRG
2464
DELISTED
TruBridge
TBRG
| $803K | ﹤0.01% |
30,632
-132
| -0.4% | -$3.23K |
|
2465
GameStop
GME
$8.33B
| $800K | ﹤0.01% |
36,241
-1,579
| -4% | -$36.2K |
|
|
SARO
2466
StandardAero Inc
SARO
$9.19B
| $798K | ﹤0.01% |
26,685
+14,949
| +127% | +$393K |
|
2467
Amtech Systems
ASYS
$279M
| $797K | ﹤0.01% |
34,536
+7,800
| +29% | +$148K |
|
2468
Aveanna Healthcare
AVAH
$1.99B
| $795K | ﹤0.01% |
92,810
+25,858
| +39% | +$182K |
|
2469
NovoCure
NVCR
$2.03B
| $795K | ﹤0.01% |
52,473
-146,265
| -74% | -$2.21M |
|
2470
Atea Pharmaceuticals
AVIR
$408M
| $794K | ﹤0.01% |
170,657
+3,427
| +2% | +$17K |
|
2471
CNA Financial
CNA
$13.8B
| $793K | ﹤0.01% |
16,315
+5,184
| +47% | +$236K |
|
2472
Fulgent Genetics
FLGT
$515M
| $793K | ﹤0.01% |
38,649
-15,292
| -28% | -$259K |
|
|
ISBA
2473
Isabella Bank
ISBA
$311M
| $787K | ﹤0.01% |
19,931
+1,888
| +10% | +$80.8K |
|
2474
Five Point Holdings
FPH
$371M
| $782K | ﹤0.01% |
148,466
-639
| -0.4% | -$3.2K |
|
2475
Artesian Resources
ARTNA
$364M
| $782K | ﹤0.01% |
22,999
-1,044
| -4% | -$33.8K |
|
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.