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 | 11.11% |
| 5 | Healthcare | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FBLA
2676
FB Bancorp
FBLA
$239M
| $339K | ﹤0.01% |
22,531
+876
| +4% | +$12.4K |
|
|
LBRDA
2677
DELISTED
Liberty Broadband Class A
LBRDA
| $339K | ﹤0.01% |
+10,179
| New | +$396K |
|
2678
Tyler Technologies
TYL
$13.3B
| $334K | ﹤0.01% |
1,142
+23
| +2% | +$7.27K |
|
2679
Enphase Energy
ENPH
$4.28B
| $334K | ﹤0.01% |
6,782
+1,224
| +22% | +$55.8K |
|
2680
RXO
RXO
$3.26B
| $332K | ﹤0.01% |
12,048
-35,955
| -75% | -$794K |
|
|
SLSR
2681
Solaris Resources
SLSR
$1.19B
| $332K | ﹤0.01% |
39,436
+6,036
| +18% | +$58.4K |
|
|
CMTV
2682
Community BanCorp
CMTV
$229M
| $331K | ﹤0.01% |
+8,470
| New | +$325K |
|
2683
SAB Biotherapeutics
SABS
$299M
| $330K | ﹤0.01% |
84,685
+47,230
| +126% | +$176K |
|
2684
Digital Turbine
APPS
$1.34B
| $327K | ﹤0.01% |
25,331
-56,208
| -69% | -$336K |
|
|
ASIC
2685
Ategrity Specialty Insurance
ASIC
$1.3B
| $327K | ﹤0.01% |
13,584
-1,680
| -11% | -$34.4K |
|
2686
Ryan Specialty Holdings
RYAN
$4.63B
| $326K | ﹤0.01% |
8,627
+1,057
| +14% | +$35.9K |
|
2687
AST SpaceMobile
ASTS
$18.5B
| $321K | ﹤0.01% |
+3,616
| New | +$315K |
|
2688
Arbutus Biopharma
ABUS
$961M
| $318K | ﹤0.01% |
+66,215
| New | +$291K |
|
|
LGN
2689
Legence Corp
LGN
$4.04B
| $318K | ﹤0.01% |
3,728
-355
| -9% | -$28.9K |
|
2690
Kura Sushi USA
KRUS
$473M
| $318K | ﹤0.01% |
+5,520
| New | +$302K |
|
2691
GoodRx Holdings
GDRX
$1.14B
| $317K | ﹤0.01% |
110,089
+14,079
| +15% | +$35.8K |
|
2692
Peloton Interactive
PTON
$2.16B
| $308K | ﹤0.01% |
52,130
+20,197
| +63% | +$109K |
|
2693
Holley
HLLY
$299M
| $308K | ﹤0.01% |
120,626
-12,670
| -10% | -$36K |
|
2694
Silicom
SILC
$303M
| $302K | ﹤0.01% |
+6,297
| New | +$239K |
|
2695
Liberty Live Group Series C
LLYVK
$9.14B
| $301K | ﹤0.01% |
2,854
-342
| -11% | -$33.3K |
|
2696
Editas Medicine
EDIT
$396M
| $300K | ﹤0.01% |
+92,596
| New | +$271K |
|
2697
Strive Inc
ASST
$2.86B
| $299K | ﹤0.01% |
+27,440
| New | +$406K |
|
|
BLSH
2698
Bullish
BLSH
$5.7B
| $299K | ﹤0.01% |
+12,770
| New | +$444K |
|
2699
ASP Isotopes
ASPI
$448M
| $299K | ﹤0.01% |
+48,021
| New | +$283K |
|
2700
Greene County Bancorp
GCBC
$587M
| $297K | ﹤0.01% |
+8,856
| New | +$228K |
|
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.