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 | |
|---|---|---|---|---|---|---|
2776
Tonix Pharmaceuticals
TNXP
$169M
| $195K | ﹤0.01% |
15,258
+2,408
| +19% | +$31.1K |
|
2777
NCR Voyix
VYX
$976M
| $194K | ﹤0.01% |
+23,759
| New | +$167K |
|
2778
Lufax Holding
LU
$1.07B
| $193K | ﹤0.01% |
146,136
+234
| +0.2% | +$398 |
|
2779
Contango Silver & Gold Inc
CTGO
$620M
| $191K | ﹤0.01% |
+12,108
| New | +$249K |
|
2780
Geospace Technologies
GEOS
$64.5M
| $191K | ﹤0.01% |
28,201
-1,118
| -4% | -$9.63K |
|
|
IMSR
2781
Terrestrial Energy
IMSR
$456M
| $190K | ﹤0.01% |
+26,768
| New | +$198K |
|
2782
Lakeland Industries
LAKE
$104M
| $188K | ﹤0.01% |
17,557
+1,836
| +12% | +$18.5K |
|
2783
Lightbridge
LTBR
$241M
| $186K | ﹤0.01% |
+21,193
| New | +$239K |
|
2784
Plug Power
PLUG
$2.77B
| $185K | ﹤0.01% |
68,211
-2,986,850
| -98% | -$9.38M |
|
2785
OmniAb
OABI
$670M
| $185K | ﹤0.01% |
75,083
+40,267
| +116% | +$79.9K |
|
2786
Ranpak Holdings
PACK
$376M
| $183K | ﹤0.01% |
25,018
+1,187
| +5% | +$6.85K |
|
|
SRG
2787
Seritage Growth Properties
SRG
$103M
| $182K | ﹤0.01% |
69,270
| – | – |
|
2788
Microbot Medical
MBOT
$85.6M
| $182K | ﹤0.01% |
93,314
+80,896
| +651% | +$165K |
|
2789
Certara
CERT
$1.39B
| $180K | ﹤0.01% |
27,553
+12,619
| +84% | +$71.1K |
|
2790
UNIFI
UFI
$123M
| $180K | ﹤0.01% |
37,795
| – | – |
|
|
UROY
2791
Uranium Royalty Corp
UROY
$1.58B
| $174K | ﹤0.01% |
62,776
+10,972
| +21% | +$38.5K |
|
2792
Vertex
VERX
$1.84B
| $173K | ﹤0.01% |
+15,047
| New | +$188K |
|
2793
Conagra Brands
CAG
$6.87B
| $170K | ﹤0.01% |
12,628
-518,744
| -98% | -$7.24M |
|
|
GRSD
2794
Grandstand Ltd
GRSD
$55.9M
| $169K | ﹤0.01% |
88,779
-179,041
| -67% | -$557K |
|
|
MNTN
2795
MNTN Inc
MNTN
$824M
| $165K | ﹤0.01% |
+17,931
| New | +$163K |
|
2796
TaskUs
TASK
$752M
| $164K | ﹤0.01% |
35,053
-34,899
| -50% | -$212K |
|
2797
PagerDuty
PD
$1.13B
| $158K | ﹤0.01% |
16,354
-18,909
| -54% | -$143K |
|
2798
Richtech Robotics
RR
$383M
| $156K | ﹤0.01% |
73,841
+17,258
| +31% | +$41.9K |
|
2799
GSI Technology
GSIT
$216M
| $154K | ﹤0.01% |
+19,860
| New | +$158K |
|
2800
Precision BioSciences
DTIL
$172M
| $152K | ﹤0.01% |
+19,377
| New | +$136K |
|
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.