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 | |
|---|---|---|---|---|---|---|
2001
MiMedx Group
MDXG
$1.03B
| $2.14M | ﹤0.01% |
350,063
+79,255
| +29% | +$484K |
|
2002
Encore Capital Group
ECPG
$1.03B
| $2.13M | ﹤0.01% |
55,025
+3,040
| +6% | +$118K |
|
2003
Perimeter Solutions
PRM
$3.16B
| $2.13M | ﹤0.01% |
+152,847
| New | +$2.13M |
|
|
EVRI
2004
DELISTED
Everi Holdings
EVRI
| $2.13M | ﹤0.01% |
149,360
+17,922
| +14% | +$255K |
|
2005
Montauk Renewables
MNTK
$286M
| $2.12M | ﹤0.01% |
955,111
-70,888
| -7% | -$157K |
|
2006
nLIGHT
LASR
$1.47B
| $2.11M | ﹤0.01% |
107,417
+7,179
| +7% | +$141K |
|
2007
Rambus
RMBS
$10.4B
| $2.11M | ﹤0.01% |
32,953
-1,391,412
| -98% | -$89.1M |
|
2008
EverQuote
EVER
$877M
| $2.09M | ﹤0.01% |
86,469
+51,429
| +147% | +$1.24M |
|
2009
Invesco
IVZ
$9.86B
| $2.08M | ﹤0.01% |
132,041
-1,952
| -1% | -$30.8K |
|
2010
Idacorp
IDA
$6.73B
| $2.08M | ﹤0.01% |
18,035
+2,016
| +13% | +$233K |
|
2011
Alcoa
AA
$8.67B
| $2.07M | ﹤0.01% |
70,246
-3,446
| -5% | -$102K |
|
2012
Finance of America Companies
FOA
$272M
| $2.07M | ﹤0.01% |
88,554
+2,636
| +3% | +$61.5K |
|
2013
Camping World
CWH
$1.09B
| $2.06M | ﹤0.01% |
119,924
+7,272
| +6% | +$125K |
|
2014
Medallion Financial
MFIN
$242M
| $2.06M | ﹤0.01% |
216,175
-322
| -0.1% | -$3.07K |
|
2015
Cleveland-Cliffs
CLF
$5.8B
| $2.06M | ﹤0.01% |
270,560
-2,970,375
| -92% | -$22.6M |
|
2016
Sunrun
RUN
$3.75B
| $2.05M | ﹤0.01% |
250,061
+67,100
| +37% | +$549K |
|
2017
Cohen & Steers
CNS
$3.54B
| $2.04M | ﹤0.01% |
27,031
+40
| +0.1% | +$3.01K |
|
2018
TFI International
TFII
$7.93B
| $2.03M | ﹤0.01% |
22,641
-2,916
| -11% | -$262K |
|
2019
LSI Industries
LYTS
$708M
| $2.03M | ﹤0.01% |
119,255
-54,239
| -31% | -$923K |
|
2020
Adtran
ADTN
$709M
| $2.01M | ﹤0.01% |
224,015
+22,524
| +11% | +$202K |
|
2021
Albemarle
ALB
$9.53B
| $2M | ﹤0.01% |
31,951
+102
| +0.3% | +$6.39K |
|
2022
James River Group
JRVR
$237M
| $2M | ﹤0.01% |
341,559
-179
| -0.1% | -$1.05K |
|
2023
Owens & Minor
OMI
$383M
| $2M | ﹤0.01% |
219,587
+9,249
| +4% | +$84.2K |
|
2024
Marcus & Millichap
MMI
$1.24B
| $1.98M | ﹤0.01% |
64,472
+3,756
| +6% | +$115K |
|
2025
PJT Partners
PJT
$4.39B
| $1.98M | ﹤0.01% |
11,983
| – | – |
|