# AMERICAN CENTURY COMPANIES INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 748054. Source: https://holderbook.com/funds/748054-american-century-companies-inc/

- Reported value: $226.3B
- Positions: 2,884
- Weight of the ten largest: 22.1%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $12.1B | 60,626,286 | 5.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.0B | 16,841,559 | 2.7% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.8B | 24,455,378 | 2.6% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.5B | 19,112,405 | 2.4% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.4B | 14,512,326 | 2.4% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.2B | 9,047,039 | 1.4% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.0B | 5,332,613 | 1.3% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $3.0B | 6,223,473 | 1.3% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.0B | 7,847,715 | 1.3% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.9B | 6,961,359 | 1.3% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.8B | 2,354,837 | 1.2% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.4B | 2,121,016 | 1.1% | 28 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $2.4B | 4,713,938 | 1.1% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.2B | 3,004,203 | 1.0% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.6B | 22,424,271 | 0.7% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.5B | 3,447,645 | 0.7% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.4B | 1,448,226 | 0.6% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.3B | 4,008,406 | 0.6% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.2B | 6,877,221 | 0.5% | 25 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.1B | 1,869,689 | 0.5% | 31 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $1.1B | 4,286,156 | 0.5% | 21 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $1.0B | 3,129,427 | 0.5% | 13 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $977.4M | 3,754,204 | 0.4% | 28 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $908.4M | 1,851,788 | 0.4% | 31 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $883.2M | 3,285,142 | 0.4% | 23 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $858.9M | 2,288,432 | 0.4% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $801.2M | 2,014,594 | 0.4% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $770.8M | 5,637,812 | 0.3% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $748.1M | 2,945,732 | 0.3% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $746.1M | 635,080 | 0.3% | 9 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $739.9M | 371,924 | 0.3% | 27 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $718.6M | 2,823,407 | 0.3% | 17 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $661.2M | 2,588,427 | 0.3% | 27 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $646.3M | 3,877,741 | 0.3% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $625.3M | 4,865,967 | 0.3% | 31 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $615.6M | 5,607,923 | 0.3% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $610.7M | 2,024,263 | 0.3% | 28 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $600.3M | 5,145,531 | 0.3% | 20 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $598.6M | 3,950,845 | 0.3% | 31 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $582.7M | 4,549,423 | 0.3% | 27 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $566.6M | 1,363,176 | 0.3% | 31 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $558.3M | 1,405,705 | 0.2% | 31 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $558.1M | 1,853,956 | 0.2% | 31 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $558.1M | 1,251,126 | 0.2% | 27 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $556.4M | 3,676,534 | 0.2% | 31 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $547.6M | 6,138,581 | 0.2% | 27 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $546.2M | 512,935 | 0.2% | 31 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $537.0M | 7,222,977 | 0.2% | 26 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $530.0M | 12,518,211 | 0.2% | 31 |
| VIASAT INC | [VSAT](https://holderbook.com/stocks/VSAT/) | $515.2M | 5,736,575 | 0.2% | 24 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $500.2M | 3,959,269 | 0.2% | 31 |
| VIKING HOLDINGS LTD | [VIK](https://holderbook.com/stocks/VIK/) | $498.0M | 4,757,925 | 0.2% | 7 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $485.9M | 5,583,028 | 0.2% | 19 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $481.4M | 6,153,467 | 0.2% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $481.1M | 475,661 | 0.2% | 31 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $480.1M | 1,526,249 | 0.2% | 31 |
| PACKAGING CORP AMER | [PKG](https://holderbook.com/stocks/PKG/) | $479.3M | 2,011,324 | 0.2% | 31 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $479.1M | 2,592,725 | 0.2% | 31 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $477.1M | 14,399,902 | 0.2% | 16 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $467.1M | 3,689,898 | 0.2% | 31 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $462.7M | 898,040 | 0.2% | 12 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $455.4M | 4,935,492 | 0.2% | 31 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $449.3M | 9,453,902 | 0.2% | 31 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $435.0M | 11,833,318 | 0.2% | 31 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $429.4M | 7,108,684 | 0.2% | 31 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $429.1M | 1,803,390 | 0.2% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $426.8M | 2,912,302 | 0.2% | 31 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $425.6M | 808,358 | 0.2% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $422.7M | 1,249,803 | 0.2% | 31 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $422.4M | 8,479,339 | 0.2% | 27 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $419.8M | 1,543,444 | 0.2% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $417.7M | 1,659,851 | 0.2% | 31 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $415.4M | 3,180,300 | 0.2% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $415.2M | 1,217,568 | 0.2% | 31 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $399.1M | 2,924,665 | 0.2% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $397.2M | 2,933,706 | 0.2% | 31 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $396.2M | 1,813,667 | 0.2% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $388.5M | 3,307,689 | 0.2% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $384.5M | 1,839,245 | 0.2% | 31 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $382.5M | 6,891,574 | 0.2% | 31 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $381.8M | 11,229,940 | 0.2% | 31 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $378.2M | 2,151,482 | 0.2% | 25 |
| ASCENDIS PHARMA A/S | [ASND](https://holderbook.com/stocks/ASND/) | $373.6M | 1,400,575 | 0.2% | 1 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $373.0M | 587,994 | 0.2% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $371.9M | 2,657,157 | 0.2% | 31 |
| TARGA RES CORP | [TRGP](https://holderbook.com/stocks/TRGP/) | $363.8M | 1,356,682 | 0.2% | 24 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $362.8M | 2,188,745 | 0.2% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $360.7M | 4,364,525 | 0.2% | 31 |
| TC ENERGY CORP | [TRP](https://holderbook.com/stocks/TRP/) | $359.6M | 5,430,262 | 0.2% | 26 |
| OWENS CORNING NEW | [OC](https://holderbook.com/stocks/OC/) | $358.5M | 2,255,518 | 0.2% | 27 |
| ARGAN INC | [AGX](https://holderbook.com/stocks/AGX/) | $357.7M | 447,983 | 0.2% | 13 |
| PLEXUS CORP | [PLXS](https://holderbook.com/stocks/PLXS/) | $356.1M | 1,184,217 | 0.2% | 27 |
| AMERIPRISE FINL INC | [AMP](https://holderbook.com/stocks/AMP/) | $355.9M | 775,743 | 0.2% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $354.8M | 949,406 | 0.2% | 20 |
| STONEX GROUP INC | [SNEX](https://holderbook.com/stocks/SNEX/) | $351.1M | 2,962,664 | 0.2% | 24 |
| COMMERCE BANCSHARES INC | [CBSH](https://holderbook.com/stocks/CBSH/) | $342.9M | 5,937,371 | 0.2% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $342.4M | 3,448,762 | 0.2% | 31 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $338.7M | 1,197,038 | 0.1% | 27 |
| MATSON INC | [MATX](https://holderbook.com/stocks/MATX/) | $338.3M | 1,760,017 | 0.1% | 27 |
| NORTHERN TR CORP | [NTRS](https://holderbook.com/stocks/NTRS/) | $335.4M | 1,929,640 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.1% | +14.8% | -1.7% | 99% |
| Q1 2026 | -2.2% | -4.6% | +2.5% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.4% | 100% |
| Q3 2025 | +7.5% | +7.8% | -0.3% | 99% |
| Q2 2025 | +9.8% | +10.5% | -0.6% | 100% |
| Q1 2025 | -6.2% | -4.6% | -1.7% | 100% |
| Q4 2024 | +1.9% | +2.1% | -0.3% | 100% |
| Q3 2024 | +5.2% | +5.4% | -0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $226.3B | 2,884 |
| Q1 2026 | $194.3B | 2,830 |
| Q4 2025 | $199.0B | 2,811 |
| Q3 2025 | $196.5B | 2,779 |
| Q2 2025 | $184.1B | 2,847 |
| Q1 2025 | $163.0B | 2,881 |
| Q4 2024 | $174.1B | 2,882 |
| Q3 2024 | $172.1B | 2,878 |
| Q2 2024 | $163.4B | 2,878 |
| Q1 2024 | $159.1B | 2,924 |
| Q4 2023 | $145.5B | 2,875 |
| Q3 2023 | $129.6B | 2,840 |