2026 Q3 Portfolio Activity
In 2026 Q3, AMERICAN CENTURY COMPANIES INC maintained a portfolio of 3037 distinct positions. The most significant new addition was TEVA PHARMACEUTICAL INDS LTD, now representing 0.03% of the total fund value. They heavily accumulated shares in MICROSOFT CORP, increasing the position by 8.0%. The fund also reduced its exposure to APPLIED MATLS INC by 23.4%.
Position History
hover any row below to update
Loading…
Total Positions
3037
Quarter
2026 Q3
Top Holding
NVDA (6.0%)
Top 10 Concentration
24.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 3037
AMERICAN CENTURY COMPANIES INC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.99% | 5.36% |
#1
Prev: #1
|
4.9 |
—
|
-592,628 | -1.0% |
P
S
|
60,033,658 | $13,710,487,985 |
$84.30
+97.1%
|
2006 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 3.51% | 2.39% |
#2
3
Prev: #5
|
4.9 |
—
|
1,167,676 | 8.0% |
P
S
|
15,680,002 | $8,042,276,776 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AAPL
APPLE INC
|
Technology | 2.59% | 2.44% |
#3
1
Prev: #4
|
2.5 |
—
|
-1,289,298 | -6.7% |
P
S
|
17,823,107 | $5,935,451,854 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.44% | 2.58% |
#4
1
Prev: #3
|
2.0 |
—
|
-2,060,985 | -8.4% |
P
S
|
22,394,393 | $5,579,564,255 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.41% | 2.66% |
#5
3
Prev: #2
|
2.0 |
—
|
-823,048 | -4.9% |
P
S
|
16,018,511 | $5,511,649,623 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.88% | 1.33% |
#6
1
Prev: #7
|
2.8 |
—
|
592,270 | 11.1% |
P
S
|
5,924,883 | $4,296,611,243 | 2012 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.52% | 1.25% |
#7
4
Prev: #11
|
3.1 |
—
|
645,566 | 27.4% |
P
S
|
3,000,403 | $3,471,713,908 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.34% | 1.41% |
#8
2
Prev: #6
|
1.0 |
—
|
-65,002 | -0.7% |
P
S
|
8,982,037 | $3,060,541,663 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.30% | 1.31% |
#9
1
Prev: #8
|
1.0 |
—
|
281,487 | 4.5% |
P
S
|
6,504,960 | $2,967,497,702 | 2007 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.18% | 1.31% |
#10
1
Prev: #9
|
1.0 |
—
|
-172,147 | -2.2% |
P
S
|
7,675,568 | $2,695,584,987 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.16% | 1.07% |
#11
2
Prev: #13
|
1.0 |
—
|
98,317 | 2.1% |
P
S
|
4,812,255 | $2,653,817,849 | 2006 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.07% | 1.08% |
#12
Prev: #12
|
2.4 |
—
|
172,780 | 8.1% |
P
S
|
2,293,796 | $2,443,146,588 | 2006 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.06% | 1.29% |
#13
3
Prev: #10
|
0.9 |
—
|
-142,430 | -2.0% |
P
S
|
6,818,929 | $2,419,426,088 | 2013 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.62% | 0.58% |
#14
4
Prev: #18
|
2.2 |
—
|
288,934 | 7.2% |
P
S
|
4,297,340 | $1,421,689,719 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.61% | 0.60% |
#15
2
Prev: #17
|
2.2 |
—
|
76,428 | 5.3% |
P
S
|
1,524,654 | $1,387,954,414 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
NET
CLOUDFLARE INC
|
Technology | 0.60% | 0.46% |
#16
5
Prev: #21
|
0.7 |
—
|
-301,769 | -7.0% |
P
S
|
3,984,387 | $1,383,697,917 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.53% | 0.54% |
#17
2
Prev: #19
|
3.2 |
—
|
7,552,980 | 109.8% |
P
S
|
14,430,201 | $1,216,465,944 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.51% | 0.96% |
#18
4
Prev: #14
|
0.2 |
—
|
-703,006 | -23.4% |
P
S
|
2,301,197 | $1,176,786,719 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.51% | 0.71% |
#19
4
Prev: #15
|
0.2 |
—
|
-5,656,688 | -25.2% |
P
S
|
16,767,583 | $1,166,688,849 | 2007 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.50% | 0.32% |
#20
12
Prev: #32
|
2.2 |
—
|
520,956 | 18.5% |
P
S
|
3,344,363 | $1,135,611,901 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.49% | 0.48% |
#21
1
Prev: #20
|
0.7 |
—
|
-28,404 | -1.5% |
P
S
|
1,841,285 | $1,126,424,511 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.47% | 0.66% |
#22
6
Prev: #16
|
0.7 |
—
|
-204,374 | -5.9% |
P
S
|
3,243,271 | $1,065,449,552 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.46% | 0.27% |
#23
15
Prev: #38
|
2.2 |
—
|
471,340 | 9.2% |
P
S
|
5,616,871 | $1,050,637,004 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.45% | 0.34% |
#24
4
Prev: #28
|
2.2 |
—
|
674,417 | 12.0% |
P
S
|
6,312,229 | $1,027,315,576 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
DDOG
DATADOG INC
|
Technology | 0.43% | 0.43% |
#25
2
Prev: #23
|
0.7 |
—
|
-176,697 | -4.7% |
P
S
|
3,577,507 | $979,700,292 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.38% | 0.16% |
#26
61
Prev: #87
|
3.2 |
—
|
2,046,248 | 93.5% |
P
S
|
4,234,993 | $864,828,187 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.30% | 0.33% |
#27
2
Prev: #29
|
0.6 |
—
|
-339,515 | -11.5% |
P
S
|
2,606,217 | $689,970,450 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.30% | 0.46% |
#28
6
Prev: #22
|
0.6 |
—
|
-294,450 | -9.4% |
P
S
|
2,834,977 | $684,108,300 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.30% | 0.26% |
#29
11
Prev: #40
|
2.1 |
—
|
726,663 | 16.0% |
P
S
|
5,276,086 | $675,813,856 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CIEN
CIENA CORP
|
Technology | 0.29% | 0.40% |
#30
6
Prev: #24
|
0.6 |
—
|
32,469 | 1.8% |
P
S
|
1,884,257 | $662,919,297 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.29% | 0.24% |
#31
15
Prev: #46
|
2.1 |
—
|
1,145,560 | 18.7% |
P
S
|
7,284,141 | $656,373,946 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.28% | 0.23% |
#32
17
Prev: #49
|
2.1 |
—
|
1,317,387 | 10.5% |
P
S
|
13,835,598 | $634,638,955 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 0.27% | 0.39% |
#33
8
Prev: #25
|
0.6 |
—
|
-521,619 | -15.9% |
P
S
|
2,763,523 | $625,053,665 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.26% | 0.38% |
#34
8
Prev: #26
|
0.1 |
—
|
-511,089 | -22.3% |
P
S
|
1,777,343 | $586,854,339 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.25% | 0.35% |
#35
8
Prev: #27
|
0.1 |
—
|
-582,384 | -28.9% |
P
S
|
1,432,210 | $582,382,415 | 2006 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 0.25% | 0.27% |
#36
Prev: #36
|
2.1 |
—
|
345,847 | 6.2% |
P
S
|
5,953,770 | $580,075,889 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MMC
MARSH & MCLENNA...
|
Unknown | 0.24% | 0.29% |
#37
3
Prev: #34
|
0.6 |
—
|
-598,041 | -15.4% |
P
S
|
3,279,700 | $559,943,400 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.24% | 0.25% |
#38
6
Prev: #44
|
0.6 |
—
|
-2,153 | -0.2% |
P
S
|
1,248,973 | $543,228,316 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.23% | 0.26% |
#39
Prev: #39
|
0.6 |
—
|
108,901 | 2.8% |
P
S
|
4,059,746 | $537,145,248 | 2006 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 0.23% | 0.20% |
#40
22
Prev: #62
|
2.1 |
—
|
485,479 | 9.8% |
P
S
|
5,420,971 | $529,845,823 | 2007 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 0.23% | 0.25% |
#41
4
Prev: #45
|
0.1 |
—
|
-771,575 | -21.0% |
P
S
|
2,904,959 | $519,987,901 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.22% | 0.15% |
#42
55
Prev: #97
|
2.1 |
—
|
325,757 | 9.4% |
P
S
|
3,774,519 | $505,823,291 | 2012 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.22% | 0.25% |
#43
1
Prev: #42
|
0.6 |
—
|
-136,546 | -9.7% |
P
S
|
1,269,159 | $503,488,164 | 2007 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.22% | 0.19% |
#44
27
Prev: #71
|
2.1 |
—
|
295,486 | 19.1% |
P
S
|
1,838,930 | $500,428,324 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.21% | 0.33% |
#45
14
Prev: #31
|
0.1 |
—
|
-100,444 | -27.0% |
P
S
|
271,480 | $491,832,171 | 2006 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.21% | 0.33% |
#46
16
Prev: #30
|
0.6 |
—
|
-121,350 | -19.1% |
P
S
|
513,730 | $488,295,248 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.21% | 0.16% |
#47
41
Prev: #88
|
2.6 |
—
|
1,590,635 | 36.4% |
P
S
|
5,955,160 | $476,710,676 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.21% | 0.25% |
#48
7
Prev: #41
|
0.6 |
—
|
-81,122 | -6.0% |
P
S
|
1,282,054 | $470,616,382 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CSX
CSX CORP
|
Industrials | 0.20% | 0.20% |
#49
14
Prev: #63
|
2.1 |
—
|
556,602 | 5.9% |
P
S
|
10,010,504 | $465,588,644 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.20% | 0.24% |
#50
3
Prev: #47
|
2.1 |
—
|
44,920 | 8.8% |
P
S
|
557,855 | $452,303,574 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 |
Showing 1-50 of 3037 holdings