AMERICAN CENTURY COMPANIES INC

CIK

748054

Location

KANSAS CITY, MO

Portfolio Value

Mega $222,074,413,773

Diversification

Diversified

Reports for

AMERICAN CENTURY INVESTMENT MANAGEMENT INC NATIONAL MUTUAL FUNDS MANAGEMENT LTD

Files via

NOMURA HOLDINGS INC

Filing Date

Global Rank

#49 / 8,691 —

Top Industry

Semiconductors 11.5%

Period ended 2 months ago

Filed Aug 12, 2026 · 29d

26 quarters · since Mar 2020

Portfolio Concentration

2,793 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.5%

−0.1 pts

Top 5

17.2%

−1.3 pts

Top 10

23.8%

−1.9 pts

HHI

Diversified−8

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.8%	$63,997,936,422	393
Financial Services	14.3%	$31,758,175,695	503
Industrials	11.7%	$26,002,079,352	395
Consumer Cyclical	11.3%	$25,055,809,751	329
Healthcare	8.6%	$18,999,650,896	398
Communication Services	8.3%	$18,481,315,100	118
Energy	6.4%	$14,136,678,589	165
Basic Materials	3.7%	$8,148,325,910	175
Consumer Defensive	3.5%	$7,719,212,686	125
Real Estate	1.8%	$4,038,620,809	115
Utilities	1.7%	$3,691,565,189	73
Unclassified	0.0%	$45,043,374	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PL	Planet Labs PBC	+8,586,144	14,399,902	$477,068,753
KOS	Kosmos Energy Ltd.	+7,938,277	8,036,479	$16,956,970
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+6,795,375	8,521,961	$49,256,934
CMG	Chipotle Mexican Grill Inc	+4,339,938	11,229,940	$381,817,960
BTG	B2gold Corp	+4,315,060	39,292,636	$146,954,458
UUUU	Energy Fuels Inc	+3,927,725	4,226,355	$61,282,147
XPRO	Expro Ltd	+3,573,862	8,057,689	$119,012,066
HUN	Huntsman CORP	+3,341,528	7,594,395	$80,652,474
DVN	Devon Energy Corp/De	+3,242,747	5,786,003	$239,077,643
VFC	V F Corp	+3,041,437	7,491,079	$124,951,197
NFLX	Netflix Inc	+3,022,763	22,424,271	$1,601,092,949
FMC	Fmc Corp	+2,939,698	5,053,535	$58,115,652
LYFT	Lyft, Inc.	+2,830,668	6,976,339	$101,924,312
VNT	Vontier Corp	+2,780,596	3,968,907	$115,098,303
RIOT	Riot Platforms, Inc.	+2,435,461	4,583,733	$125,502,609
INGM	Ingram Micro Holding Corp	+2,398,897	4,500,181	$123,439,964
ACHC	Acadia Healthcare Company, Inc.	+2,390,281	2,908,887	$85,899,433
CPNG	Coupang, Inc.	+2,354,107	5,326,120	$92,514,704
SCHW	Schwab Charles Corp	+2,353,426	4,935,492	$455,397,846
EXTR	Extreme Networks Inc	+2,328,319	2,481,691	$80,332,337
VIK	Viking Holdings Ltd	+2,315,778	4,757,925	$498,012,009
HOOD	Robinhood Markets, Inc.	+2,302,711	2,825,315	$283,322,588
CLSK	Cleanspark, Inc.	+2,166,050	2,289,205	$33,307,932
CMCSA	Comcast Corp	+2,152,830	6,227,549	$152,886,327
GLW	Corning Inc /Ny	+2,136,871	2,588,427	$661,161,908
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	−38,424,182	266,798	$13,393,793
KVUE	Kenvue Inc.	−8,055,875	1,484,856	$28,375,598
AAPL	Apple Inc.	−6,098,678	19,112,405	$5,530,365,510
TSCO	Tractor Supply Co /De/	−5,076,703	2,619,728	$82,809,602
ADMA	Adma Biologics, Inc.	−4,562,493	226,518	$1,895,955
VRRM	VERRA MOBILITY Corp	−3,487,984	190,097	$807,912
COLD	Americold Realty Trust	−3,445,587	3,692,113	$58,040,016
PAYO	Payoneer Global Inc.	−3,102,073	4,546,665	$32,372,254
PLUG	Plug Power Inc	−2,986,850	68,211	$184,851
NU	Nu Holdings Ltd.	−2,714,785	5,235,175	$69,941,938
NAT	NORDIC AMERICAN TANKERS Ltd	−2,357,132	1,690,777	$9,366,904
BSX	Boston Scientific Corp	−2,312,413	305,390	$13,034,045
ITUB	Itau Unibanco Holding S.A.	−2,215,504	8,169,828	$66,747,494
ALKS	Alkermes plc.	−2,117,864	3,954,239	$207,202,123
SYY	Sysco Corp	−1,972,504	782,620	$65,411,379
ONON	On Holding AG	−1,911,676	1,033,036	$36,590,135
D	Dominion Energy, Inc	−1,878,404	323,807	$22,112,780
COLB	Columbia Banking System, Inc.	−1,832,490	7,903,579	$253,309,706
ADI	Analog Devices Inc	−1,761,690	1,405,705	$558,303,854
MDLZ	Mondelez International, Inc.	−1,739,976	4,151,094	$240,099,276
MD	Pediatrix Medical Group, Inc.	−1,733,349	2,192,017	$55,523,790
PAL	Proficient Auto Logistics, Inc	−1,704,542	35,112	$239,112
AVGO	Broadcom Inc.	−1,693,491	7,847,715	$2,964,474,341
AMKR	Amkor Technology, Inc.	−1,657,604	1,055,656	$91,029,216
ABBV	AbbVie Inc.	−1,639,495	1,659,851	$417,684,905
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BTSG	BrightSpring Health Services, Inc.	3,291,039	$229,517,059
HONA	Honeywell Aerospace Inc.	828,548	$183,175,391
SPCX	Space Exploration Technologies Corp	1,055,380	$180,322,226
OGC	OceanaGold Corp	6,764,717	$169,659,102
CDNL	Cardinal Infrastructure Group Inc.	710,881	$66,964,990
CELC	Celcuity Inc.	444,909	$46,546,379
VISN	Vistance Networks, Inc.	3,540,503	$45,247,628
LQDA	Liquidia Corp	542,131	$43,224,104
RMIX	Suncrete, Inc.	1,899,047	$42,785,528
FRVO	Fervo Energy Co	1,404,673	$41,058,591
FDXF	FedEx Freight Holding Company, Inc.	266,213	$40,198,163
AADX	Applied Aerospace & Defense, Inc.	1,741,639	$39,674,536
YSWY	Yesway, Inc.	1,933,095	$39,241,828
FIGR	Figure Technology Solutions, Inc.	1,080,173	$33,172,112
DOCN	DigitalOcean Holdings, Inc.	206,462	$32,420,727
TNGX	Tango Therapeutics, Inc.	1,013,794	$31,691,200
GILT	Gilat Satellite Networks Ltd	2,338,158	$31,120,882
BTDR	Bitdeer Technologies Group	1,880,413	$29,842,154
HMH	HMH Holding Inc	1,496,751	$28,049,113
DPC	DPC Holdings PLC	546,523	$26,812,418
VNO	Vornado Realty Trust	663,054	$26,058,022
ARE	Alexandria Real Estate Equities, Inc.	441,676	$23,342,576
ARCO	Arcos Dorados Holdings Inc.	2,679,020	$21,592,901
MAC	Macerich Co	780,932	$19,671,677
LFTO	Liftoff Mobile, Inc.	703,831	$16,906,020
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,812,664	$296,594,132
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,963,023	$83,969,134
BNDW	Vanguard Total World Bond ETF	1,030,600	$82,839,190
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	1,611,028	$58,254,772
KVYO	Klaviyo, Inc.	2,923,295	$56,887,320
FLUT	Flutter Entertainment plc	422,738	$43,098,139
PLNT	Planet Fitness, Inc.	561,586	$41,770,766
EMBC	Embecta Corp.	3,439,512	$30,405,286
—		920,769	$23,000,809
BWIN	Baldwin Insurance Group, Inc.	1,028,729	$22,570,314
VB	Vanguard Morningstar Small-Cap ETF	35,100	$20,974,005
AFK	VanEck Africa Index ETF	402,200	$20,166,308
VCRM	Vanguard Core Tax-Exempt Bond ETF	401,700	$20,040,813
—		314,694	$19,697,433
CENX	Century Aluminum Co	232,034	$13,618,075
OKLO	Oklo Inc.	254,218	$12,606,670
PHR	Phreesia, Inc.	1,018,235	$8,532,809
FNDA	Schwab Fundamental U.S. Small Company ETF	217,559	$8,415,705
BKF	iShares MSCI BIC ETF	111,236	$7,888,857
—		435,287	$6,446,600
WY	Weyerhaeuser Co	243,616	$5,951,538
TXNM	Txnm Energy Inc	101,074	$5,908,786
IQ	iQIYI, Inc.	2,946,253	$3,977,441
SID	National Steel Co	3,112,770	$3,859,834
PCOR	Procore Technologies, Inc.	65,825	$3,752,025
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,793 tracked positions · $222,074,413,773 total · filing declares 2,884 positions · $226,281,255,256 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,793 positions by value · page 1 of 56

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	60,626,286	-416,811	$12,130,713,565	+13.9%	5.46%
GOOGL	Alphabet Inc. Communication Services	Added	28,672,044	+1,800,595	$9,356,086,566	+21.2%	4.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,455,378	+186,758	$5,828,694,792	+15.3%	2.62%
AAPL	Apple Inc. Technology	Reduced	19,112,405	-6,098,678	$5,530,365,510	−13.6%	2.49%
MSFT	Microsoft Corp Technology	Reduced	14,512,326	-1,639,313	$5,413,387,844	−9.5%	2.44%
META	Meta Platforms, Inc. Communication Services	Added	5,332,613	+340,137	$3,003,807,576	+5.2%	1.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	6,223,473	-125,513	$2,972,144,000	+38.5%	1.34%
AVGO	Broadcom Inc. Technology	Reduced	7,847,715	-1,693,491	$2,964,474,341	+0.4%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,961,359	+198,667	$2,927,947,595	+16.5%	1.32%
LLY	ELI LILLY & Co Healthcare	Added	2,354,837	+508,915	$2,824,462,378	+66.4%	1.27%
MU	Micron Technology Inc Technology	Added	2,121,016	+481,577	$2,448,267,558	+342.0%	1.10%
APH	Amphenol Corp /De/ Technology	Added	6,877,221	+1,569,365	$2,425,183,213	+80.8%	1.09%
MA	Mastercard Inc Financial Services	Reduced	4,713,938	-647,756	$2,421,078,556	−9.6%	1.09%
AMAT	Applied Materials Inc /De Technology	Reduced	3,004,203	-539,641	$2,172,038,769	+79.3%	0.98%
NFLX	Netflix Inc Communication Services	Added	22,424,271	+3,022,763	$1,601,092,949	−14.2%	0.72%
LRCX	Lam Research Corp Technology	Added	3,447,645	+164,900	$1,493,968,007	+113.0%	0.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,448,226	-358,163	$1,354,771,976	−24.7%	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,008,406	+276,886	$1,312,071,535	+19.5%	0.59%
AMD	Advanced Micro Devices Inc Technology	Added	1,869,689	+1,555,994	$1,086,121,036	+1602.0%	0.49%
NET	Cloudflare, Inc. Technology	Added	4,286,156	+658,901	$1,051,308,343	+40.5%	0.47%
VRT	Vertiv Holdings Co Industrials	Reduced	3,129,427	-196,898	$1,047,794,748	+25.7%	0.47%
DDOG	Datadog, Inc. Technology	Reduced	3,754,204	-50,419	$977,444,553	+117.6%	0.44%
CIEN	Ciena Corp Technology	Added	1,851,788	+1,315,946	$908,413,121	+336.7%	0.41%
HWM	Howmet Aerospace Inc. Industrials	Reduced	3,285,142	-313,928	$883,243,278	+6.5%	0.40%
CDNS	Cadence Design Systems Inc Technology	Added	2,288,432	+1,059,557	$858,894,298	+151.5%	0.39%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	2,014,594	-94,930	$801,163,741	−17.6%	0.36%
XOM	ExxonMobil Holdings Corp Energy	Added	5,637,812	+381,176	$770,801,656	−13.6%	0.35%
JNJ	Johnson & Johnson Healthcare	Added	2,945,732	+67,854	$748,127,556	+6.3%	0.34%
GEV	GE Vernova Inc. Industrials	Added	635,080	+53,475	$746,130,088	+47.0%	0.34%
ASML	Asml Holding NV Technology	Added	371,924	+11,784	$739,920,445	+55.5%	0.33%
SNOW	Snowflake Inc. Technology	Added	2,823,407	+192,560	$718,557,081	+81.1%	0.32%
GLW	Corning Inc /Ny Technology	Added	2,588,427	+2,136,871	$661,161,908	+976.8%	0.30%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	3,877,741	-356,586	$646,303,092	−12.0%	0.29%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,865,967	-681,891	$625,276,759	−6.3%	0.28%
KMB	Kimberly Clark Corp Consumer Defensive	Added	5,607,923	+1,173,683	$615,581,707	+43.9%	0.28%
KLAC	Kla Corp Technology	Added	2,024,263	+1,750,036	$610,740,389	+51.3%	0.28%
PLTR	Palantir Technologies Inc. Technology	Added	5,145,531	+865,411	$600,329,101	−4.1%	0.27%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,950,845	+317,898	$598,553,017	+3.2%	0.27%
UNH	Unitedhealth Group Inc Healthcare	Added	1,363,176	+404,837	$566,576,840	+118.5%	0.26%
ADI	Analog Devices Inc Technology	Reduced	1,405,705	-1,761,690	$558,303,854	−44.6%	0.25%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Added	1,853,956	+51,593	$558,096,374	−6.4%	0.25%
SNPS	Synopsys Inc Technology	Added	1,251,126	+624,135	$558,089,774	+124.5%	0.25%
BDX	Becton Dickinson & Co Healthcare	Added	3,676,534	+270,617	$556,369,890	+3.9%	0.25%
CAT	Caterpillar Inc Industrials	Reduced	512,935	-142,440	$546,224,481	+17.6%	0.25%
WMB	Williams Companies, Inc. Energy	Added	7,222,977	+766,425	$536,956,110	+14.3%	0.24%
VZ	Verizon Communications Inc Communication Services	Added	12,518,211	+1,465,068	$530,021,053	−4.5%	0.24%
VSAT	Viasat Inc Technology	Reduced	5,736,575	-39	$515,201,800	+96.1%	0.23%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	3,959,269	-19,554	$500,214,045	−9.8%	0.23%
VIK	Viking Holdings Ltd Consumer Cyclical	Added	4,757,925	+2,315,778	$498,012,009	+177.5%	0.22%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	5,583,028	-161,380	$485,946,757	+26.1%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.