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
| 1 |
Netflix
NFLX
|
+$348M |
| 2 |
Booking.com
BKNG
|
+$293M |
| 3 |
TSMC
TSM
|
+$239M |
| 4 |
Howmet Aerospace
HWM
|
+$231M |
| 5 |
Royal Caribbean
RCL
|
+$212M |
Top Sells
| 1 |
Apple
AAPL
|
+$570M |
| 2 |
Palantir
PLTR
|
+$375M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$235M |
| 4 |
Progressive
PGR
|
+$222M |
| 5 |
Salesforce
CRM
|
+$205M |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.69% |
| 4 | Industrials | 10.04% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
Donegal Group Class A
DGICA
$695M
| $3M | ﹤0.01% |
149,611
+111,647
| +294% | +$2.24M |
|
1877
Rogers Communications
RCI
$19.3B
| $2.99M | ﹤0.01% |
100,941
+18,936
| +23% | +$562K |
|
|
HPE.PRC
1878
Hewlett Packard Enterprise Company 7.625% Series C Mandatory Convertible Preferred Stock
HPE.PRC
$2.03B
| $2.99M | ﹤0.01% |
50,642
+12,118
| +31% | +$716K |
|
|
ONC
1879
BeOne Medicines Ltd. American Depositary Shares
ONC
$36B
| $2.99M | ﹤0.01% |
12,338
+28
| +0.2% | +$6.78K |
|
1880
Frontdoor
FTDR
$4.76B
| $2.98M | ﹤0.01% |
50,545
+2,235
| +5% | +$132K |
|
1881
Astera Labs
ALAB
$39.7B
| $2.96M | ﹤0.01% |
32,791
+26,008
| +383% | +$2.35M |
|
1882
TripAdvisor
TRIP
$2.1B
| $2.96M | ﹤0.01% |
227,146
+26,545
| +13% | +$346K |
|
1883
Collegium Pharmaceutical
COLL
$1.12B
| $2.95M | ﹤0.01% |
99,884
+9,099
| +10% | +$269K |
|
1884
ICF International
ICFI
$1.85B
| $2.95M | ﹤0.01% |
34,821
+2,344
| +7% | +$199K |
|
1885
J&J Snack Foods
JJSF
$2.02B
| $2.95M | ﹤0.01% |
25,996
+16,231
| +166% | +$1.84M |
|
1886
Carnival PLC
CUK
$37.1B
| $2.93M | ﹤0.01% |
114,947
+9,818
| +9% | +$250K |
|
1887
Rogers Corp
ROG
$1.49B
| $2.93M | ﹤0.01% |
42,734
+3,136
| +8% | +$215K |
|
1888
Sphere Entertainment
SPHR
$2.14B
| $2.93M | ﹤0.01% |
70,007
+3,028
| +5% | +$127K |
|
|
SNDK
1889
Sandisk Corporation Common Stock
SNDK
$13.3B
| $2.93M | ﹤0.01% |
64,511
+1,921
| +3% | +$87.1K |
|
|
BPMC
1890
DELISTED
Blueprint Medicines
BPMC
| $2.92M | ﹤0.01% |
22,770
-843,993
| -97% | -$108M |
|
1891
Varonis Systems
VRNS
$6.4B
| $2.92M | ﹤0.01% |
+57,508
| New | +$2.92M |
|
1892
Dave & Buster's
PLAY
$696M
| $2.91M | ﹤0.01% |
96,651
-7,363
| -7% | -$221K |
|
1893
Elanco Animal Health
ELAN
$9.26B
| $2.91M | ﹤0.01% |
203,567
+76,230
| +60% | +$1.09M |
|
1894
Hingham Institution for Saving
HIFS
$618M
| $2.9M | ﹤0.01% |
11,690
-1,716
| -13% | -$426K |
|
1895
Bel Fuse Class A
BELFA
$1.58B
| $2.89M | ﹤0.01% |
32,166
-3,729
| -10% | -$335K |
|
1896
Velocity Financial
VEL
$697M
| $2.88M | ﹤0.01% |
155,414
+36,480
| +31% | +$676K |
|
1897
First American
FAF
$6.71B
| $2.87M | ﹤0.01% |
46,693
+3,687
| +9% | +$226K |
|
1898
SolarEdge
SEDG
$1.97B
| $2.86M | ﹤0.01% |
139,997
+118,699
| +557% | +$2.42M |
|
|
CON
1899
Concentra Group Holdings Parent, Inc.
CON
$2.74B
| $2.86M | ﹤0.01% |
138,822
+25,476
| +22% | +$524K |
|
1900
Choiceone Financial
COFS
$446M
| $2.85M | ﹤0.01% |
99,278
-3,704
| -4% | -$106K |
|