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 | |
|---|---|---|---|---|---|---|
1951
First Majestic Silver
AG
$5.07B
| $2.52M | ﹤0.01% |
304,382
-33,594
| -10% | -$278K |
|
1952
AdaptHealth
AHCO
$1.25B
| $2.51M | ﹤0.01% |
265,775
+26,632
| +11% | +$251K |
|
1953
LGI Homes
LGIH
$1.36B
| $2.49M | ﹤0.01% |
48,327
+3,587
| +8% | +$185K |
|
|
ARES.PRB
1954
Ares Management Corporation 6.75% Series B Mandatory Convertible Preferred Stock
ARES.PRB
$1.64B
| $2.48M | ﹤0.01% |
45,337
-3,280
| -7% | -$179K |
|
1955
Alarm.com
ALRM
$2.77B
| $2.47M | ﹤0.01% |
43,578
-7,260
| -14% | -$411K |
|
1956
PrimeEnergy Resources
PNRG
$290M
| $2.46M | ﹤0.01% |
16,778
+901
| +6% | +$132K |
|
1957
Allison Transmission
ALSN
$7.33B
| $2.45M | ﹤0.01% |
25,769
+319
| +1% | +$30.3K |
|
1958
MVB Financial
MVBF
$310M
| $2.45M | ﹤0.01% |
108,634
-2,735
| -2% | -$61.6K |
|
1959
First Industrial Realty Trust
FR
$6.89B
| $2.44M | ﹤0.01% |
50,779
+4,560
| +10% | +$219K |
|
1960
Franklin Resources
BEN
$12.6B
| $2.44M | ﹤0.01% |
102,310
+8,967
| +10% | +$214K |
|
1961
Coursera
COUR
$1.81B
| $2.43M | ﹤0.01% |
277,568
+62,371
| +29% | +$546K |
|
1962
Patria Investments
PAX
$2.35B
| $2.43M | ﹤0.01% |
172,754
+133,313
| +338% | +$1.87M |
|
1963
MINISO
MNSO
$7.58B
| $2.43M | ﹤0.01% |
133,224
+595
| +0.4% | +$10.8K |
|
1964
IDEAYA Biosciences
IDYA
$2.17B
| $2.41M | ﹤0.01% |
114,644
+102,736
| +863% | +$2.16M |
|
|
EFXT
1965
Enerflex
EFXT
$1.32B
| $2.4M | ﹤0.01% |
304,467
+178,174
| +141% | +$1.41M |
|
1966
Acadia Healthcare
ACHC
$2B
| $2.4M | ﹤0.01% |
105,739
+88,995
| +532% | +$2.02M |
|
1967
Ultra Clean Holdings
UCTT
$1.18B
| $2.39M | ﹤0.01% |
105,962
+4,825
| +5% | +$109K |
|
1968
Dolby
DLB
$6.89B
| $2.38M | ﹤0.01% |
32,066
-9,794
| -23% | -$727K |
|
|
OLO
1969
DELISTED
Olo Inc
OLO
| $2.38M | ﹤0.01% |
267,444
+26,584
| +11% | +$237K |
|
1970
MGP Ingredients
MGPI
$592M
| $2.38M | ﹤0.01% |
79,302
+63,920
| +416% | +$1.92M |
|
1971
Papa John's
PZZA
$1.59B
| $2.34M | ﹤0.01% |
47,806
+22,011
| +85% | +$1.08M |
|
1972
Apollo Global Management Series A
APO.PRA
$2.12B
| $2.34M | ﹤0.01% |
31,019
-1,998
| -6% | -$151K |
|
|
FARO
1973
DELISTED
Faro Technologies
FARO
| $2.33M | ﹤0.01% |
53,104
+2,778
| +6% | +$122K |
|
1974
Unitil
UTL
$810M
| $2.33M | ﹤0.01% |
44,653
+5,220
| +13% | +$272K |
|
1975
Verint Systems
VRNT
$1.23B
| $2.32M | ﹤0.01% |
117,797
+41
| +0% | +$806 |
|