2026 Q2 Portfolio Activity
In 2026 Q2, AMERICAN CENTURY COMPANIES INC maintained a portfolio of 3030 distinct positions. The most significant new addition was BRIGHTSPRING HEALTH SVCS INC, now representing 0.10% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 29.4%. The fund also reduced its exposure to APPLE INC by 24.2%.
Position History
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Total Positions
3030
Quarter
2026 Q2
Top Holding
NVDA (5.4%)
Top 10 Concentration
22.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 3030
AMERICAN CENTURY COMPANIES INC Full Holdings List — 2026 Q2
| 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 | 5.36% | 5.48% |
#1
Prev: #1
|
4.6 |
—
|
-416,811 | -0.7% |
P
S
|
60,626,286 | $12,130,714,421 |
$84.30
+160.2%
|
2006 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.66% | 2.59% |
#2
3
Prev: #5
|
3.1 |
—
|
-649,390 | -3.7% |
P
S
|
16,841,559 | $6,018,668,291 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.58% | 2.60% |
#3
1
Prev: #4
|
2.5 |
—
|
186,758 | 0.8% |
P
S
|
24,455,378 | $5,828,696,041 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AAPL
APPLE INC
|
Technology | 2.44% | 3.29% |
#4
2
Prev: #2
|
1.5 |
—
|
-6,098,678 | -24.2% |
P
S
|
19,112,405 | $5,530,366,224 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.39% | 3.08% |
#5
2
Prev: #3
|
2.0 |
—
|
-1,639,313 | -10.1% |
P
S
|
14,512,326 | $5,413,390,568 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.41% | 1.39% |
#6
2
Prev: #8
|
1.1 |
—
|
-333,461 | -3.6% |
P
S
|
9,047,039 | $3,196,592,513 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.33% | 1.47% |
#7
Prev: #7
|
2.5 |
—
|
340,137 | 6.8% |
P
S
|
5,332,613 | $3,003,811,005 | 2012 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.31% | 1.10% |
#8
3
Prev: #11
|
1.0 |
—
|
-125,513 | -2.0% |
P
S
|
6,223,473 | $2,972,145,789 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.31% | 1.52% |
#9
3
Prev: #6
|
1.0 |
—
|
-1,693,491 | -17.7% |
P
S
|
7,847,715 | $2,964,476,749 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.29% | 1.29% |
#10
Prev: #10
|
1.0 |
—
|
198,667 | 2.9% |
P
S
|
6,961,359 | $2,927,950,421 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.25% | 0.87% |
#11
3
Prev: #14
|
3.0 |
—
|
508,915 | 27.6% |
P
S
|
2,354,837 | $2,824,462,145 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.08% | 0.29% |
#12
23
Prev: #35
|
2.9 |
—
|
481,577 | 29.4% |
P
S
|
2,121,016 | $2,448,268,694 | 2006 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.07% | 1.38% |
#13
4
Prev: #9
|
0.9 |
—
|
-647,756 | -12.1% |
P
S
|
4,713,938 | $2,421,081,830 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.96% | 0.62% |
#14
1
Prev: #15
|
0.9 |
—
|
-539,641 | -15.2% |
P
S
|
3,004,203 | $2,172,039,477 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.71% | 0.96% |
#15
3
Prev: #12
|
2.3 |
—
|
3,022,763 | 15.6% |
P
S
|
22,424,271 | $1,601,093,402 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.66% | 0.36% |
#16
10
Prev: #26
|
2.3 |
—
|
164,900 | 5.0% |
P
S
|
3,447,645 | $1,493,971,371 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.60% | 0.93% |
#17
4
Prev: #13
|
0.7 |
—
|
-358,163 | -19.8% |
P
S
|
1,448,226 | $1,354,772,875 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.58% | 0.57% |
#18
2
Prev: #16
|
2.2 |
—
|
276,886 | 7.4% |
P
S
|
4,008,406 | $1,312,071,960 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.54% | 0.35% |
#19
8
Prev: #27
|
2.7 |
—
|
1,569,365 | 29.6% |
P
S
|
6,877,221 | $1,212,591,607 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.48% | 0.03% |
#20
624
Prev: #644
|
3.2 |
—
|
1,555,994 | 496.0% |
P
S
|
1,869,689 | $1,086,121,037 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NET
CLOUDFLARE INC
|
Technology | 0.46% | 0.39% |
#21
1
Prev: #22
|
2.2 |
—
|
658,901 | 18.2% |
P
S
|
4,286,156 | $1,051,308,344 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.46% | 0.43% |
#22
2
Prev: #20
|
0.7 |
—
|
-196,898 | -5.9% |
P
S
|
3,129,427 | $1,047,794,748 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DDOG
DATADOG INC
|
Technology | 0.43% | 0.23% |
#23
21
Prev: #44
|
0.7 |
—
|
-50,419 | -1.3% |
P
S
|
3,754,204 | $977,444,553 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CIEN
CIENA CORP
|
Technology | 0.40% | 0.11% |
#24
153
Prev: #177
|
3.2 |
—
|
1,315,946 | 245.6% |
P
S
|
1,851,788 | $908,413,121 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 0.39% | 0.43% |
#25
4
Prev: #21
|
0.7 |
—
|
-313,928 | -8.7% |
P
S
|
3,285,142 | $883,243,314 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.38% | 0.18% |
#26
49
Prev: #75
|
3.2 |
—
|
1,059,557 | 86.2% |
P
S
|
2,288,432 | $858,896,998 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.35% | 0.50% |
#27
9
Prev: #18
|
0.6 |
—
|
-94,930 | -4.5% |
P
S
|
2,014,594 | $801,166,368 | 2006 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.34% | 0.46% |
#28
9
Prev: #19
|
2.1 |
—
|
381,176 | 7.3% |
P
S
|
5,637,812 | $770,801,846 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.33% | 0.36% |
#29
4
Prev: #25
|
0.6 |
—
|
67,854 | 2.4% |
P
S
|
2,945,732 | $748,128,061 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.33% | 0.26% |
#30
7
Prev: #37
|
2.1 |
—
|
53,475 | 9.2% |
P
S
|
635,080 | $746,130,112 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.33% | 0.24% |
#31
9
Prev: #40
|
0.6 |
—
|
11,784 | 3.3% |
P
S
|
371,924 | $739,921,065 | 2006 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.32% | 0.20% |
#32
28
Prev: #60
|
2.1 |
—
|
192,560 | 7.3% |
P
S
|
2,823,407 | $718,557,082 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GLW
CORNING INC
|
Technology | 0.29% | 0.03% |
#33
625
Prev: #658
|
3.1 |
—
|
2,136,871 | 473.2% |
P
S
|
2,588,427 | $661,162,198 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MMC
MARSH & MCLENNA...
|
Unknown | 0.29% | 0.38% |
#34
11
Prev: #23
|
0.6 |
—
|
-356,586 | -8.4% |
P
S
|
3,877,741 | $646,303,466 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.28% | 0.34% |
#35
7
Prev: #28
|
0.6 |
—
|
-681,891 | -12.3% |
P
S
|
4,865,967 | $625,276,901 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 0.27% | 0.22% |
#36
18
Prev: #54
|
2.6 |
—
|
1,173,683 | 26.5% |
P
S
|
5,607,923 | $615,581,910 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KLAC
KLA CORP
|
Technology | 0.27% | 0.21% |
#37
22
Prev: #59
|
3.1 |
—
|
1,750,036 | 638.2% |
P
S
|
2,024,263 | $610,740,450 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.27% | 0.32% |
#38
9
Prev: #29
|
2.6 |
—
|
865,411 | 20.2% |
P
S
|
5,145,531 | $600,329,835 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.26% | 0.30% |
#39
7
Prev: #32
|
2.1 |
—
|
317,898 | 8.8% |
P
S
|
3,950,845 | $598,553,229 | 2006 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.26% | 0.24% |
#40
3
Prev: #43
|
2.1 |
—
|
406,412 | 9.8% |
P
S
|
4,549,423 | $582,690,098 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.25% | 0.13% |
#41
81
Prev: #122
|
2.6 |
—
|
404,837 | 42.2% |
P
S
|
1,363,176 | $566,576,841 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.25% | 0.52% |
#42
25
Prev: #17
|
0.1 |
—
|
-1,761,690 | -55.6% |
P
S
|
1,405,705 | $558,303,948 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 0.25% | 0.31% |
#43
13
Prev: #30
|
0.6 |
—
|
51,593 | 2.9% |
P
S
|
1,853,956 | $558,098,292 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.25% | 0.13% |
#44
84
Prev: #128
|
3.1 |
—
|
624,135 | 99.5% |
P
S
|
1,251,126 | $558,089,775 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 0.25% | 0.28% |
#45
9
Prev: #36
|
2.1 |
—
|
270,617 | 7.9% |
P
S
|
3,676,534 | $556,370,023 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.24% | 0.22% |
#46
9
Prev: #55
|
2.6 |
—
|
1,111,271 | 22.1% |
P
S
|
6,138,581 | $547,561,425 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.24% | 0.24% |
#47
5
Prev: #42
|
0.1 |
—
|
-142,440 | -21.7% |
P
S
|
512,935 | $546,225,221 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.24% | 0.24% |
#48
7
Prev: #41
|
2.1 |
—
|
766,425 | 11.9% |
P
S
|
7,222,977 | $536,956,239 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.23% | 0.29% |
#49
16
Prev: #33
|
2.1 |
—
|
1,465,068 | 13.3% |
P
S
|
12,518,211 | $530,021,137 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VSAT
VIASAT INC
|
Technology | 0.23% | 0.14% |
#50
68
Prev: #118
|
0.6 |
—
|
-39 | -0.0% |
P
S
|
5,736,575 | $515,201,801 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-50 of 3030 holdings