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 | |
|---|---|---|---|---|---|---|
|
FPI
2751
Farmland Partners
FPI
$474M
| $227K | ﹤0.01% |
23,483
+5,379
| +30% | +$57.3K |
|
2752
Duluth Holdings
DLTH
$151M
| $226K | ﹤0.01% |
50,536
| – | – |
|
2753
RCM Technologies
RCMT
$288M
| $226K | ﹤0.01% |
+8,002
| New | +$215K |
|
2754
Seres Therapeutics
MCRB
$35.4M
| $223K | ﹤0.01% |
28,313
-34,003
| -55% | -$259K |
|
2755
Bumble
BMBL
$351M
| $222K | ﹤0.01% |
+69,440
| New | +$238K |
|
2756
Euroseas
ESEA
$492M
| $221K | ﹤0.01% |
3,326
-190
| -5% | -$13.1K |
|
|
CMRC
2757
Commerce.com Inc Series 1
CMRC
$270M
| $219K | ﹤0.01% |
73,890
| – | – |
|
2758
TG Therapeutics
TGTX
$8.79B
| $216K | ﹤0.01% |
+3,933
| New | +$161K |
|
2759
ReposiTrak
TRAK
$150M
| $216K | ﹤0.01% |
23,981
| – | – |
|
2760
Pitney Bowes
PBI
$2.25B
| $216K | ﹤0.01% |
+12,318
| New | +$188K |
|
2761
Fastly Inc
FSLY
$3.98B
| $216K | ﹤0.01% |
11,740
-114,669
| -91% | -$2.49M |
|
2762
Energy Recovery
ERII
$348M
| $215K | ﹤0.01% |
23,860
+13,635
| +133% | +$130K |
|
2763
Fate Therapeutics
FATE
$282M
| $213K | ﹤0.01% |
+78,919
| New | +$146K |
|
2764
The ONE Group
STKS
$52M
| $212K | ﹤0.01% |
105,513
-16,024
| -13% | -$29.7K |
|
2765
Corbus Pharmaceuticals
CRBP
$138M
| $211K | ﹤0.01% |
22,507
+7,368
| +49% | +$69.8K |
|
2766
ACV Auctions
ACVA
$1.78B
| $211K | ﹤0.01% |
+29,324
| New | +$166K |
|
2767
Amcor
AMCR
$19.7B
| $210K | ﹤0.01% |
+4,852
| New | +$193K |
|
2768
Algoma Steel
ASTL
$450M
| $207K | ﹤0.01% |
50,800
+9,724
| +24% | +$46.7K |
|
2769
CytomX Therapeutics
CTMX
$588M
| $206K | ﹤0.01% |
+54,899
| New | +$210K |
|
2770
Sharplink Inc
SBET
$2.09B
| $204K | ﹤0.01% |
+42,484
| New | +$272K |
|
2771
National Bankshares
NKSH
$270M
| $203K | ﹤0.01% |
+5,599
| New | +$202K |
|
2772
CBIZ
CBZ
$3B
| $202K | ﹤0.01% |
+6,292
| New | +$196K |
|
2773
Corcept Therapeutics
CORT
$12.6B
| $200K | ﹤0.01% |
+2,305
| New | +$139K |
|
|
LPRO
2774
DELISTED
Open Lending Corp
LPRO
| $197K | ﹤0.01% |
+63,439
| New | +$130K |
|
|
OLPX
2775
DELISTED
Olaplex Holdings
OLPX
| $197K | ﹤0.01% |
96,149
+86,133
| +860% | +$176K |
|
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.