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 | |
|---|---|---|---|---|---|---|
|
TUYA
2851
Tuya Inc
TUYA
$1.04B
| $69.5K | ﹤0.01% |
+39,486
| New | +$86K |
|
2852
Codexis
CDXS
$145M
| $68.9K | ﹤0.01% |
+30,501
| New | +$75.9K |
|
|
JFIN
2853
Jiayin Group
JFIN
$79M
| $68.9K | ﹤0.01% |
24,076
-3,821
| -14% | -$16.2K |
|
|
VOXR
2854
Vox Royalty Corp
VOXR
$378M
| $65.6K | ﹤0.01% |
+13,872
| New | +$76.3K |
|
2855
Acumen Pharmaceuticals
ABOS
$162M
| $64.4K | ﹤0.01% |
24,136
+6,207
| +35% | +$15.3K |
|
2856
Sensus Healthcare
SRTS
$48.4M
| $64.2K | ﹤0.01% |
21,272
| – | – |
|
|
IAUX
2857
i-80 Gold Corp
IAUX
$1.51B
| $61.1K | ﹤0.01% |
42,075
-189,923
| -82% | -$293K |
|
2858
VTEX
VTEX
$597M
| $58.8K | ﹤0.01% |
+14,690
| New | +$56K |
|
|
RERE
2859
ATRenew
RERE
$873M
| $58.8K | ﹤0.01% |
15,183
-3
| -0% | -$13 |
|
2860
KULR Technology Group
KULR
$113M
| $54.2K | ﹤0.01% |
+14,216
| New | +$47.3K |
|
|
TMQ
2861
Trilogy Metals
TMQ
$573M
| $51.1K | ﹤0.01% |
14,606
+1,060
| +8% | +$4.36K |
|
2862
Treace Medical Concepts
TMCI
$293M
| $49.9K | ﹤0.01% |
+12,528
| New | +$34.4K |
|
|
TONX
2863
TON Strategy Co
TONX
$197M
| $49.4K | ﹤0.01% |
+19,381
| New | +$57.3K |
|
|
NIU
2864
Niu Technologies
NIU
$161M
| $49K | ﹤0.01% |
+24,385
| New | +$64.6K |
|
2865
Cineverse
CNVS
$48M
| $47.9K | ﹤0.01% |
16,128
-3,607
| -18% | -$9.27K |
|
2866
America's Car Mart
CRMT
$8.84M
| $44.7K | ﹤0.01% |
16,015
| – | – |
|
2867
ALX Oncology
ALXO
$181M
| $44.4K | ﹤0.01% |
+21,434
| New | +$38.4K |
|
2868
XBiotech
XBIT
$66.2M
| $42.3K | ﹤0.01% |
18,381
-500
| -3% | -$1.21K |
|
2869
Soluna Holdings
SLNH
$298M
| $42K | ﹤0.01% |
+31,079
| New | +$45K |
|
2870
Cabaletta Bio
CABA
$351M
| $31.4K | ﹤0.01% |
10,103
-98,216
| -91% | -$323K |
|
|
OPENW
2871
Opendoor Technologies Inc Series K Warrants
OPENW
$4.25M
| $28.5K | ﹤0.01% |
57,600
-425,014
| -88% | -$255K |
|
2872
INVE Technologies, Inc. Common Stock
INVE
$59.4M
| $27K | ﹤0.01% |
+10,717
| New | +$43K |
|
2873
PetMed Express
PETS
$33.2M
| $24.7K | ﹤0.01% |
12,871
-9,832
| -43% | -$20.9K |
|
|
GLDG
2874
GoldMining Inc
GLDG
$209M
| $21.6K | ﹤0.01% |
23,917
+7,140
| +43% | +$7.99K |
|
|
YRD
2875
Yiren Digital
YRD
$86.7M
| $20.1K | ﹤0.01% |
24,096
| – | – |
|
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.