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 | |
|---|---|---|---|---|---|---|
2726
Amplitude
AMPL
$1.66B
| $256K | ﹤0.01% |
33,522
+10,714
| +47% | +$73.9K |
|
2727
Weyco Group
WEYS
$453M
| $256K | ﹤0.01% |
6,520
| – | – |
|
2728
ODDITY Tech
ODD
$860M
| $256K | ﹤0.01% |
16,940
| – | – |
|
2729
Madison Square Garden
MSGS
$9.7B
| $256K | ﹤0.01% |
+636
| New | +$225K |
|
2730
Kodiak Sciences
KOD
$2.03B
| $255K | ﹤0.01% |
6,546
-3,810
| -37% | -$148K |
|
|
RMAX
2731
DELISTED
RE/MAX Holdings
RMAX
| $255K | ﹤0.01% |
25,825
+1,306
| +5% | +$11.4K |
|
|
TWFG
2732
TWFG Inc
TWFG
$311M
| $251K | ﹤0.01% |
10,430
+153
| +1% | +$3.01K |
|
2733
Information Services Group
III
$255M
| $251K | ﹤0.01% |
61,014
| – | – |
|
2734
Caribou Biosciences
CRBU
$133M
| $247K | ﹤0.01% |
140,580
+28,127
| +25% | +$55.6K |
|
|
BGSI
2735
Boyd Group Services
BGSI
$2.23B
| $243K | ﹤0.01% |
2,564
-81,237
| -97% | -$8.92M |
|
2736
Ramaco Resources Class A
METC
$574M
| $241K | ﹤0.01% |
18,195
+12
| +0.1% | +$175 |
|
|
BBNX
2737
Beta Bionics
BBNX
$1.16B
| $241K | ﹤0.01% |
15,360
-8,544
| -36% | -$102K |
|
2738
Finward Bancorp
FNWD
$187M
| $240K | ﹤0.01% |
6,517
| – | – |
|
2739
Crexendo
CXDO
$203M
| $240K | ﹤0.01% |
32,069
| – | – |
|
|
PAL
2740
Proficient Auto Logistics
PAL
$103M
| $239K | ﹤0.01% |
35,112
-1,704,542
| -98% | -$11.4M |
|
2741
Zura Bio
ZURA
$387M
| $239K | ﹤0.01% |
40,461
+6,728
| +20% | +$32K |
|
2742
C3.ai
AI
$1.71B
| $239K | ﹤0.01% |
26,254
+14,630
| +126% | +$139K |
|
2743
MaxLinear
MXL
$8.51B
| $238K | ﹤0.01% |
+1,859
| New | +$131K |
|
|
WHWK
2744
Whitehawk Therapeutics
WHWK
$213M
| $237K | ﹤0.01% |
+51,840
| New | +$216K |
|
2745
Grid Dynamics Holdings
GDYN
$629M
| $236K | ﹤0.01% |
41,520
+6,020
| +17% | +$37.3K |
|
2746
Western Midstream Partners
WES
$18.8B
| $233K | ﹤0.01% |
5,327
| – | – |
|
2747
Campbell Soup
CPB
$5.78B
| $233K | ﹤0.01% |
10,445
+240
| +2% | +$5.06K |
|
2748
Monopar Therapeutics
MNPR
$572M
| $229K | ﹤0.01% |
+2,469
| New | +$153K |
|
2749
1stdibs.com
DIBS
$133M
| $228K | ﹤0.01% |
46,505
+8,709
| +23% | +$42K |
|
2750
American Airlines Group
AAL
$9.18B
| $228K | ﹤0.01% |
12,606
+1,727
| +16% | +$23.1K |
|
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.