13F INSTITUTION · CIK 0000748054 · 2026-Q2 · filed Aug 12, 2026

American Century Companies

AMERICAN CENTURY COMPANIES INC
$226.3B
13F long value · 2026-Q2
Positions2884
CategoryAsset Manager
Quarters tracked8
▲ #56 of 581 by 13F value
Size rank 10/10
38 NEW500 ADD263 2×+266 TRIM82 NEAR EXIT24 EXIT
Snapshot
American Century Companies's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F value (AUM)
$226.3B
Positions
2884 (193 unmapped)
Top 100 weight
48.8%
Quarters tracked
8
Latest 13F filed
Aug 12, 2026
New positions
38
Exits / near-exits
106
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
$172.1B
2024-Q3
$174.1B
2024-Q4
$163.0B
2025-Q1
$184.1B
2025-Q2
$196.5B
2025-Q3
$199.0B
2025-Q4
$194.3B
2026-Q1
$226.3B
2026-Q2
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 48.8% of the portfolio.
TickerIssuerWeightValueSharesSince 2026-Q2
NVDA NVIDIA CORPORATION5.4%$12.1B60.6M+18.2%
GOOGL ALPHABET INC2.7%$6.0B16.8M-3.9%
AMZN AMAZON COM INC2.6%$5.8B24.5M+5.3%
AAPL APPLE INC2.4%$5.5B19.1M+15.1%
MSFT MICROSOFT CORP2.4%$5.4B14.5M+38.0%
GOOG ALPHABET INC1.4%$3.2B9.0M-1.4%
META META PLATFORMS INC1.3%$3.0B5.3M+29.5%
TSM TAIWAN SEMICONDUCTOR MANUFAC1.3%$3.0B6.2M-15.2%
AVGO BROADCOM INC1.3%$3.0B7.8M-5.9%
TSLA TESLA INC1.3%$2.9B7.0M-11.7%
LLY ELI LILLY & CO1.2%$2.8B2.4M-27.6%
MU MICRON TECHNOLOGY INC1.1%$2.4B2.1M-54.6%
MA MASTERCARD INCORPORATED1.1%$2.4B4.7M+7.3%
AMAT APPLIED MATLS INC1.0%$2.2B3.0M-44.0%
NFLX NETFLIX INC.0.7%$1.6B22.4M-6.0%
Quarterly changes — 2026-Q2
What American Century Companies opened, added, trimmed and exited this quarter, largest dollar moves first.
ActionTickerIssuerPrev sharesCurr sharesChangeValue Δ
ADDMUMICRON TECHNOLOGY INC1.6M2.1M+29.4%+$1.9B
ADDLLYELI LILLY & CO1.8M2.4M+27.6%+$1.1B
2×+AMDADVANCED MICRO DEVICES INC313.7K1.9M+496.0%+$1.0B
2×+CIENCIENA CORP535.8K1.9M+245.6%+$700.4M
2×+GLWCORNING INC451.6K2.6M+473.2%+$599.8M
ADDAPHAMPHENOL CORP5.3M6.9M+29.6%+$541.9M
ADDCDNSCADENCE DESIGN SYSTEM INC1.2M2.3M+86.2%+$517.4M
TRIMADIANALOG DEVICES INC3.2M1.4M-55.6%-$449.4M
NEAR EXITREGNREGENERON PHARMACEUTICALS562.1K62.2K-88.9%-$395.5M
NEW—ASCENDIS PHARMA A/S—1.4M—+$373.6M
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.
NVDA 5.4%
GOOGL 2.7%
AMZN 2.6%
AAPL 2.4%
MSFT 2.4%
GOOG 1.4%
META 1.3%
TSM 1.3%
AVGO 1.3%
TSLA 1.3%