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 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.
Positions?
2884 (193 unmapped)
Latest 13F filed
Aug 12, 2026
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 48.8% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|
| NVDA | NVIDIA CORPORATION | 5.4% | $12.1B | 60.6M | +18.2% |
| GOOGL | ALPHABET INC | 2.7% | $6.0B | 16.8M | -3.9% |
| AMZN | AMAZON COM INC | 2.6% | $5.8B | 24.5M | +5.3% |
| AAPL | APPLE INC | 2.4% | $5.5B | 19.1M | +15.1% |
| MSFT | MICROSOFT CORP | 2.4% | $5.4B | 14.5M | +38.0% |
| GOOG | ALPHABET INC | 1.4% | $3.2B | 9.0M | -1.4% |
| META | META PLATFORMS INC | 1.3% | $3.0B | 5.3M | +29.5% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.3% | $3.0B | 6.2M | -15.2% |
| AVGO | BROADCOM INC | 1.3% | $3.0B | 7.8M | -5.9% |
| TSLA | TESLA INC | 1.3% | $2.9B | 7.0M | -11.7% |
| LLY | ELI LILLY & CO | 1.2% | $2.8B | 2.4M | -27.6% |
| MU | MICRON TECHNOLOGY INC | 1.1% | $2.4B | 2.1M | -54.6% |
| MA | MASTERCARD INCORPORATED | 1.1% | $2.4B | 4.7M | +7.3% |
| AMAT | APPLIED MATLS INC | 1.0% | $2.2B | 3.0M | -44.0% |
| NFLX | NETFLIX INC. | 0.7% | $1.6B | 22.4M | -6.0% |
Quarterly changes — 2026-Q2
What American Century Companies opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|
| ADD | MU | MICRON TECHNOLOGY INC | 1.6M | 2.1M | +29.4% | +$1.9B |
| ADD | LLY | ELI LILLY & CO | 1.8M | 2.4M | +27.6% | +$1.1B |
| 2×+ | AMD | ADVANCED MICRO DEVICES INC | 313.7K | 1.9M | +496.0% | +$1.0B |
| 2×+ | CIEN | CIENA CORP | 535.8K | 1.9M | +245.6% | +$700.4M |
| 2×+ | GLW | CORNING INC | 451.6K | 2.6M | +473.2% | +$599.8M |
| ADD | APH | AMPHENOL CORP | 5.3M | 6.9M | +29.6% | +$541.9M |
| ADD | CDNS | CADENCE DESIGN SYSTEM INC | 1.2M | 2.3M | +86.2% | +$517.4M |
| TRIM | ADI | ANALOG DEVICES INC | 3.2M | 1.4M | -55.6% | -$449.4M |
| NEAR EXIT | REGN | REGENERON PHARMACEUTICALS | 562.1K | 62.2K | -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%