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AMERICAN CENTURY COMPANIES INC — 13F Holdings & Portfolio

CIK 748054 · latest 13F-HR filed 2026-08-12

Backtest portfolio

AMERICAN CENTURY COMPANIES INC manages $226.28B in 13F-reported U.S. long-equity assets across 2,884 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.36%), GOOGL (2.66%), AMZN (2.58%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 201 new positions, exited 147, added to 1,713, and trimmed 703.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4500 MAIN STREET
KANSAS CITY, MO 64111
Phone
(816) 531-5575
Filing Manager
AMERICAN CENTURY COMPANIES INC
KANSAS CITY, MO
Signatory
Otis H. Cowan
Secretary
Loading holdings…
AUM

$226.28B

Long-equity book

Holdings

2,884

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+201 / −147 / ↑1713 / ↓703

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$1.89B +342.0%
  • NVIDIA CORPORATION$1.48B +13.9%
  • ELI LILLY & CO$1.13B +66.4%
  • ADVANCED MICRO DEVICES INC$1.02B +1602.0%
  • ALPHABET INC$989.0M +19.7%
Show all 1713 →

Top Trims

  • APPLE INC-$868.0M -13.6%
  • MICROSOFT CORP-$565.5M -9.5%
  • ANALOG DEVICES INC-$449.4M -44.6%
  • COSTCO WHOLESALE CORPORATION-$445.2M -24.7%
  • REGENERON PHARMACEUTICALS-$395.5M -91.1%
Show all 703 →

New Positions

  • ASCENDIS PHARMA A/S$373.6M
  • BRIGHTSPRING HEALTH SVCS INC$229.5M
  • HONEYWELL AEROSPACE INC$183.2M
  • SPACE EXPLORATION TECHN CORP$180.3M
  • HONEYWELL INTL INC$177.2M
Show all 201 →

Exited Positions

  • ASCENDIS PHARMA A/S$319.6M
  • HONEYWELL INTL INC$269.5M
  • AIR LEASE CORP$182.1M
  • COTERRA ENERGY INC$159.8M
  • TRI POINTE HOMES INC$122.5M
Show all 147 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $12.13B 5.36% 60,626,286 SH
2 ALPHABET INC GOOGL 02079K305 $6.02B 2.66% 16,841,559 SH
3 AMAZON COM INC AMZN 023135106 $5.83B 2.58% 24,455,378 SH
4 APPLE INC AAPL 037833100 $5.53B 2.44% 19,112,405 SH
5 MICROSOFT CORP MSFT 594918104 $5.41B 2.39% 14,512,326 SH
6 ALPHABET INC GOOG 02079K107 $3.20B 1.41% 9,047,039 SH
7 META PLATFORMS INC META 30303M102 $3.00B 1.33% 5,332,613 SH
8 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.97B 1.31% 6,223,473 SH
9 BROADCOM INC AVGO 11135F101 $2.96B 1.31% 7,847,715 SH
10 TESLA INC TSLA 88160R101 $2.93B 1.29% 6,961,359 SH
11 ELI LILLY & CO LLY 532457108 $2.82B 1.25% 2,354,837 SH
12 MICRON TECHNOLOGY INC MU 595112103 $2.45B 1.08% 2,121,016 SH
13 MASTERCARD INCORPORATED MA 57636Q104 $2.42B 1.07% 4,713,938 SH
14 APPLIED MATLS INC AMAT 038222105 $2.17B 0.96% 3,004,203 SH
15 NETFLIX INC. NFLX 64110L106 $1.60B 0.71% 22,424,271 SH
16 LAM RESEARCH CORP LRCX 512807306 $1.49B 0.66% 3,447,645 SH
17 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.35B 0.60% 1,448,226 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $1.31B 0.58% 4,008,406 SH
19 AMPHENOL CORP APH 032095101 $1.21B 0.54% 6,877,221 SH
20 ADVANCED MICRO DEVICES INC AMD 007903107 $1.09B 0.48% 1,869,689 SH
21 CLOUDFLARE INC NET 18915M107 $1.05B 0.46% 4,286,156 SH
22 VERTIV HOLDINGS CO VRT 92537N108 $1.05B 0.46% 3,129,427 SH
23 DATADOG INC DDOG 23804L103 $977.4M 0.43% 3,754,204 SH
24 CIENA CORP CIEN 171779309 $908.4M 0.40% 1,851,788 SH
25 HOWMET AEROSPACE INC HWM 443201108 $883.2M 0.39% 3,285,142 SH
26 CADENCE DESIGN SYSTEM INC CDNS 127387108 $858.9M 0.38% 2,288,432 SH
27 INTUITIVE SURGICAL INC ISRG 46120E602 $801.2M 0.35% 2,014,594 SH
28 EXXON MOBIL CORP XOM 30231G102 $770.8M 0.34% 5,637,812 SH
29 JOHNSON & JOHNSON JNJ 478160104 $748.1M 0.33% 2,945,732 SH
30 GE VERNOVA INC GEV 36828A101 $746.1M 0.33% 635,080 SH
31 ASML HLDG NV ASML N07059210 $739.9M 0.33% 371,924 SH
32 SNOWFLAKE INC SNOW 833445109 $718.6M 0.32% 2,823,407 SH
33 CORNING INC GLW 219350105 $661.2M 0.29% 2,588,427 SH
34 MARSH & MCLENNAN COS INC MRSH 571748102 $646.3M 0.29% 3,877,741 SH
35 MERCK & CO INC MRK 58933Y105 $625.3M 0.28% 4,865,967 SH
36 KIMBERLY-CLARK CORP KMB 494368103 $615.6M 0.27% 5,607,923 SH
37 KLA CORP KLAC 482480100 $610.7M 0.27% 2,024,263 SH
38 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $600.3M 0.27% 5,145,531 SH
39 TJX COS INC NEW TJX 872540109 $598.6M 0.26% 3,950,845 SH
40 AMERICAN CENTY ETF TR AVUS 025072885 $582.7M 0.26% 4,549,423 SH
41 UNITEDHEALTH GROUP INC UNH 91324P102 $566.6M 0.25% 1,363,176 SH
42 ANALOG DEVICES INC ADI 032654105 $558.3M 0.25% 1,405,705 SH
43 ALNYLAM PHARMACEUTICALS INC ALNY 02043Q107 $558.1M 0.25% 1,853,956 SH
44 SYNOPSYS INC SNPS 871607107 $558.1M 0.25% 1,251,126 SH
45 BECTON DICKINSON & CO BDX 075887109 $556.4M 0.25% 3,676,534 SH
46 AMERICAN CENTY ETF TR AVDE 025072703 $547.6M 0.24% 6,138,581 SH
47 CATERPILLAR INC CAT 149123101 $546.2M 0.24% 512,935 SH
48 WILLIAMS COS INC WMB 969457100 $537.0M 0.24% 7,222,977 SH
49 VERIZON COMMUNICATIONS INC VZ 92343V104 $530.0M 0.23% 12,518,211 SH
50 VIASAT INC VSAT 92552V100 $515.2M 0.23% 5,736,575 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $226.28B 2,884 0000748054-26-000005
2026-03-31 2026-05-15 $194.27B 2,830 0000748054-26-000002
2025-12-31 2026-02-13 $198.97B 2,811 0000748054-26-000001
2025-09-30 2025-11-12 $196.53B 2,779 0000748054-25-000009