AMERICAN CENTURY COMPANIES INC

KANSAS CITY, MO · CIK 748054 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindhedge funds, venture, mutual funds, institutions, futures, FCA fund manager, wealth
Others nearbyTokyo, New York, NY, Philadelphia, PA, Kansas City, MO, London, Luxembourg
FamilyNOMURA ASSET MANAGEMENT CO LTD · 21 related pages · largest: NOMURA ASSET MANAGEMENT CO LTD

$226.3bn reported value +16.5% vs Q1 2026

2,884positions

22.1%in top 10

201 new 1,741 added 889 reduced 147 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

NATIONAL MUTUAL FUNDS MANAGEMENT LTD – files its own report too
AMERICAN CENTURY INVESTMENT MANAGEMENT INC – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	60,626,286	$12.1bn5.36%	5.36%	Reduced -416.8k	-416,811 -0.7%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,841,559	$6.0bn2.66%	2.66%	Reduced -649.4k	-649,390 -3.7%
3	AMAZON COM INC COM AMZN	AMZN	24,455,378	$5.8bn2.58%	2.58%	Added +186.8k	+186,758 0.8%
4	APPLE INC COM AAPL	AAPL	19,112,405	$5.5bn2.44%	2.44%	Reduced -6.1m	-6,098,678 -24.2%
5	MICROSOFT CORP COM MSFT	MSFT	14,512,326	$5.4bn2.39%	2.39%	Reduced -1.6m	-1,639,313 -10.2%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	9,047,039	$3.2bn1.41%	1.41%	Reduced -333.5k	-333,461 -3.5%
7	META PLATFORMS INC CL A META	META	5,332,613	$3.0bn1.33%	1.33%	Added +340.1k	+340,137 6.8%
8	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,223,473	$3.0bn1.31%	1.31%	Reduced -125.5k	-125,513 -2.0%
9	BROADCOM INC COM AVGO	AVGO	7,847,715	$3.0bn1.31%	1.31%	Reduced -1.7m	-1,693,491 -17.8%
10	TESLA INC COM TSLA	TSLA	6,961,359	$2.9bn1.29%	1.29%	Added +198.7k	+198,667 2.9%
11	ELI LILLY & CO COM LLY	LLY	2,354,837	$2.8bn1.25%	1.25%	Added +508.9k	+508,915 27.6%
12	MICRON TECHNOLOGY INC COM MU	MU	2,121,016	$2.4bn1.08%	1.08%	Added +481.6k	+481,577 29.4%
13	MASTERCARD INCORPORATED CL A MA	MA	4,713,938	$2.4bn1.07%	1.07%	Reduced -647.8k	-647,756 -12.1%
14	APPLIED MATLS INC COM AMAT	AMAT	3,004,203	$2.2bn0.96%	0.96%	Reduced -539.6k	-539,641 -15.2%
15	NETFLIX INC COM NFLX	NFLX	22,424,271	$1.6bn0.71%	0.71%	Added +3.0m	+3,022,763 15.6%
16	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,447,645	$1.5bn0.66%	0.66%	Added +164.9k	+164,900 5.0%
17	COSTCO WHSL CORP NEW COM COST	COST	1,448,226	$1.4bn0.60%	0.60%	Reduced -358.2k	-358,163 -19.8%
18	JPMORGAN CHASE & CO COM JPM	JPM	4,008,406	$1.3bn0.58%	0.58%	Added +276.9k	+276,886 7.4%
19	AMPHENOL CORP CL A APH	APH	6,877,221	$1.2bn0.54%	0.54%	Added +1.6m	+1,569,365 29.6%
20	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,869,689	$1.1bn0.48%	0.48%	Added +1.6m	+1,555,994 496.0%
21	CLOUDFLARE INC CL A COM NET	NET	4,286,156	$1.1bn0.46%	0.46%	Added +658.9k	+658,901 18.2%
22	VERTIV HOLDINGS CO COM CL A VRT	VRT	3,129,427	$1.0bn0.46%	0.46%	Reduced -196.9k	-196,898 -5.9%
23	DATADOG INC CL A COM DDOG	DDOG	3,754,204	$977.4m0.43%	0.43%	Reduced -50.4k	-50,419 -1.3%
24	CIENA CORP COM NEW CIEN	CIEN	1,851,788	$908.4m0.40%	0.40%	Added +1.3m	+1,315,946 245.6%
25	HOWMET AEROSPACE INC COM HWM	HWM	3,285,142	$883.2m0.39%	0.39%	Reduced -313.9k	-313,928 -8.7%
26	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	2,288,432	$858.9m0.38%	0.38%	Added +1.1m	+1,059,557 86.2%
27	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,014,594	$801.2m0.35%	0.35%	Reduced -94.9k	-94,930 -4.5%
28	EXXON MOBIL CORP COM XOM	XOM	5,637,812	$770.8m0.34%	0.34%	Added +381.2k	+381,176 7.2%
29	JOHNSON & JOHNSON COM JNJ	JNJ	2,945,732	$748.1m0.33%	0.33%	Added +67.9k	+67,854 2.4%
30	GE VERNOVA INC COM GEV	GEV	635,080	$746.1m0.33%	0.33%	Added +53.5k	+53,475 9.2%
31	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	371,924	$739.9m0.33%	0.33%	Added +11.8k	+11,784 3.3%
32	SNOWFLAKE INC CL A SNOW	SNOW	2,823,407	$718.6m0.32%	0.32%	Added +192.6k	+192,560 7.3%
33	CORNING INC COM GLW	GLW	2,588,427	$661.2m0.29%	0.29%	Added +2.1m	+2,136,871 473.2%
34	MARSH & MCLENNAN COS INC COM MRSH	MRSH	3,877,741	$646.3m0.29%	0.29%	Reduced -356.6k	-356,586 -8.4%
35	MERCK & CO INC COM MRK	MRK	4,865,967	$625.3m0.28%	0.28%	Reduced -681.9k	-681,891 -12.3%
36	KIMBERLY-CLARK CORP COM KMB	KMB	5,607,923	$615.6m0.27%	0.27%	Added +1.2m	+1,173,683 26.5%
37	KLA CORP COM NEW KLAC	KLAC	2,024,263	$610.7m0.27%	0.27%	Reduced -718.0k	-718,007 -26.2%
38	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,145,531	$600.3m0.27%	0.27%	Added +865.4k	+865,411 20.2%
39	TJX COS INC NEW COM TJX	TJX	3,950,845	$598.6m0.26%	0.26%	Added +317.9k	+317,898 8.8%
40	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	4,549,423	$582.7m0.26%	0.26%	Added +406.4k	+406,412 9.8%
41	UNITEDHEALTH GROUP INC COM UNH	UNH	1,363,176	$566.6m0.25%	0.25%	Added +404.8k	+404,837 42.2%
42	ANALOG DEVICES INC COM ADI	ADI	1,405,705	$558.3m0.25%	0.25%	Reduced -1.8m	-1,761,690 -55.6%
43	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	1,853,956	$558.1m0.25%	0.25%	Added +51.6k	+51,593 2.9%
44	SYNOPSYS INC COM SNPS	SNPS	1,251,126	$558.1m0.25%	0.25%	Added +624.1k	+624,135 99.5%
45	BECTON DICKINSON & CO COM BDX	BDX	3,676,534	$556.4m0.25%	0.25%	Added +270.6k	+270,617 8.0%
46	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	6,138,581	$547.6m0.24%	0.24%	Added +1.1m	+1,111,271 22.1%
47	CATERPILLAR INC COM CAT	CAT	512,935	$546.2m0.24%	0.24%	Reduced -142.4k	-142,440 -21.7%
48	WILLIAMS COS INC COM WMB	WMB	7,222,977	$537.0m0.24%	0.24%	Added +766.4k	+766,425 11.9%
49	VERIZON COMMUNICATIONS INC COM VZ	VZ	12,518,211	$530.0m0.23%	0.23%	Added +1.5m	+1,465,068 13.2%
50	VIASAT INC COM VSAT	VSAT	5,736,575	$515.2m0.23%	0.23%	Reduced -39	-39 0.0%
51	GILEAD SCIENCES INC COM GILD	GILD	3,959,269	$500.2m0.22%	0.22%	Reduced -19.6k	-19,554 -0.5%
52	VIKING HOLDINGS LTD ORD SHS VIK	VIK	4,757,925	$498.0m0.22%	0.22%	Added +2.3m	+2,315,778 94.8%
53	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	5,583,028	$485.9m0.21%	0.21%	Reduced -161.4k	-161,380 -2.8%
54	MEDTRONIC PLC SHS MDT	MDT	6,153,467	$481.4m0.21%	0.21%	Added +649.1k	+649,112 11.8%
55	GOLDMAN SACHS GROUP INC COM GS	GS	475,661	$481.1m0.21%	0.21%	Added +252.1k	+252,082 112.8%
56	NORFOLK SOUTHN CORP COM NSC	NSC	1,526,249	$480.1m0.21%	0.21%	Reduced -502.7k	-502,687 -24.8%
57	PACKAGING CORP AMER COM PKG	PKG	2,011,324	$479.3m0.21%	0.21%	Reduced -55.2k	-55,213 -2.7%
58	QUALCOMM INC COM QCOM	QCOM	2,592,725	$479.1m0.21%	0.21%	Added +1.3m	+1,293,942 99.6%
59	PLANET LABS PBC COM CL A PL	PL	14,399,902	$477.1m0.21%	0.21%	Added +8.6m	+8,586,144 147.7%
60	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,689,898	$467.1m0.21%	0.21%	Added +398.3k	+398,282 12.1%
61	APPLOVIN CORP COM CL A APP	APP	898,040	$462.7m0.20%	0.20%	Reduced -93.2k	-93,216 -9.4%
62	SCHWAB CHARLES CORP COM SCHW	SCHW	4,935,492	$455.4m0.20%	0.20%	Added +2.4m	+2,353,426 91.2%
63	CSX CORP COM CSX	CSX	9,453,902	$449.3m0.20%	0.20%	Reduced -1.0m	-1,016,112 -9.7%
64	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	11,833,318	$435.0m0.19%	0.19%	Added +448.7k	+448,727 3.9%
65	US BANCORP DEL COM NEW USB	USB	7,108,684	$429.4m0.19%	0.19%	Reduced -474.0k	-473,968 -6.2%
66	ALLSTATE CORP COM ALL	ALL	1,803,390	$429.1m0.19%	0.19%	Added +298.9k	+298,930 19.9%
67	ORACLE CORP COM ORCL	ORCL	2,912,302	$426.8m0.19%	0.19%	Reduced -326.9k	-326,947 -10.1%
68	IDEXX LABS INC COM IDXX	IDXX	808,358	$425.6m0.19%	0.19%	Added +208.4k	+208,427 34.7%
69	AMERICAN EXPRESS CO COM AXP	AXP	1,249,803	$422.7m0.19%	0.19%	Added +50.5k	+50,544 4.2%
70	TRUIST FINL CORP COM TFC	TFC	8,479,339	$422.4m0.19%	0.19%	Reduced -455.0k	-454,963 -5.1%
71	UNION PAC CORP COM UNP	UNP	1,543,444	$419.8m0.19%	0.19%	Added +365.7k	+365,694 31.1%
72	ABBVIE INC COM ABBV	ABBV	1,659,851	$417.7m0.18%	0.18%	Reduced -1.6m	-1,639,495 -49.7%
73	TARGET CORP COM TGT	TGT	3,180,300	$415.4m0.18%	0.18%	Added +734.1k	+734,087 30.0%
74	PALO ALTO NETWORKS INC COM PANW	PANW	1,217,568	$415.2m0.18%	0.18%	Added +18.5k	+18,549 1.6%
75	OKTA INC CL A OKTA	OKTA	2,924,665	$399.1m0.18%	0.18%	Reduced -135.3k	-135,279 -4.4%
76	PEPSICO INC COM PEP	PEP	2,933,706	$397.2m0.18%	0.18%	Added +172.0k	+172,034 6.2%
77	PROGRESSIVE CORP COM PGR	PGR	1,813,667	$396.2m0.18%	0.18%	Added +308.2k	+308,243 20.5%
78	CISCO SYS INC COM CSCO	CSCO	3,307,689	$388.5m0.17%	0.17%	Reduced -1.3m	-1,293,634 -28.1%
79	MORGAN STANLEY COM NEW MS	MS	1,839,245	$384.5m0.17%	0.17%	Added +439.2k	+439,219 31.4%
80	BAKER HUGHES COMPANY CL A BKR	BKR	6,891,574	$382.5m0.17%	0.17%	Reduced -383.4k	-383,396 -5.3%
81	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	11,229,940	$381.8m0.17%	0.17%	Added +4.3m	+4,339,938 63.0%
82	DIAMONDBACK ENERGY INC COM FANG	FANG	2,151,482	$378.2m0.17%	0.17%	Added +479.2k	+479,217 28.7%
83	ASCENDIS PHARMA A/S ORD SHS ASND	ASND	1,400,575	$373.6m0.17%	0.17%	New
84	DEERE & CO COM DE	DE	587,994	$373.0m0.16%	0.16%	Added +254.5k	+254,493 76.3%
85	CITIGROUP INC COM NEW C	C	2,657,157	$371.9m0.16%	0.16%	Added +1.6m	+1,625,126 157.5%
86	TARGA RES CORP COM TRGP	TRGP	1,356,682	$363.8m0.16%	0.16%	Added +151.3k	+151,333 12.6%
87	CHEVRON CORP NEW COM CVX	CVX	2,188,745	$362.8m0.16%	0.16%	Added +79.4k	+79,435 3.8%
88	WELLS FARGO CO NEW COM WFC	WFC	4,364,525	$360.7m0.16%	0.16%	Reduced -110.8k	-110,848 -2.5%
89	TC ENERGY CORP COM TRP	TRP	5,430,262	$359.6m0.16%	0.16%	Reduced -276.5k	-276,533 -4.8%
90	OWENS CORNING NEW COM OC	OC	2,255,518	$358.5m0.16%	0.16%	Added +213.0k	+213,016 10.4%
91	ARGAN INC COM AGX	AGX	447,983	$357.7m0.16%	0.16%	Added +26.3k	+26,335 6.2%
92	PLEXUS CORP COM PLXS	PLXS	1,184,217	$356.1m0.16%	0.16%	Reduced -378.2k	-378,214 -24.2%
93	AMERIPRISE FINL INC COM AMP	AMP	775,743	$355.9m0.16%	0.16%	Added +162.0k	+161,993 26.4%
94	GE AEROSPACE COM NEW GE	GE	949,406	$354.8m0.16%	0.16%	Reduced -54.4k	-54,425 -5.4%
95	STONEX GROUP INC COM SNEX	SNEX	2,962,664	$351.1m0.16%	0.16%	Reduced -435.8k	-435,811 -12.8%
96	COMMERCE BANCSHARES INC COM CBSH	CBSH	5,937,371	$342.9m0.15%	0.15%	Reduced -286.4k	-286,420 -4.6%
97	SERVICENOW INC COM NOW	NOW	3,448,762	$342.4m0.15%	0.15%	Added +1.1m	+1,094,077 46.5%
98	CENCORA INC COM COR	COR	1,197,038	$338.7m0.15%	0.15%	Added +393.4k	+393,436 49.0%
99	MATSON INC COM MATX	MATX	1,760,017	$338.3m0.15%	0.15%	Added +257.4k	+257,360 17.1%
100	NORTHERN TR CORP COM NTRS	NTRS	1,929,640	$335.4m0.15%	0.15%	Added +56.9k	+56,931 3.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ASCENDIS PHARMA A/S		1,397,119	$319.6m1.4m shares
HONEYWELL INTL INC		596,054	$269.5m596.1k shares
AIR LEASE CORP AL	AL	2,803,885	$182.1m2.8m shares
COTERRA ENERGY INC CTRA	CTRA	4,548,020	$159.8m4.5m shares
TRI POINTE HOMES INC TPH	TPH	2,621,344	$122.5m2.6m shares
CARNIVAL CORP		3,399,260	$88.0m3.4m shares
CRACKER BARREL OLD CTRY STOR CBRL 0.625 06.15.26	CBRL 0.625 06.15.26	74,983,000	$73.5m75.0m shares
KLAVIYO INC KVYO	KVYO	2,923,295	$56.9m2.9m shares
GREAT LAKES DREDGE & DOCK CO GLDD	GLDD	3,006,419	$51.1m3.0m shares
FLUTTER ENTMT PLC FLUT	FLUT	422,738	$43.1m422.7k shares
PLANET FITNESS INC PLNT	PLNT	561,586	$41.8m561.6k shares
SUN CTRY AIRLS HLDGS INC SNCY	SNCY	2,444,823	$40.4m2.4m shares
MASIMO CORP MASI	MASI	188,073	$33.5m188.1k shares
HAYMAKER ACQUISITION CORP IV 2680812D	2680812D	2,707,667	$31.2m2.7m shares
EMBECTA CORP EMBC	EMBC	3,439,512	$30.4m3.4m shares
CENTESSA PHARMACEUTICALS PLC		687,427	$27.3m687.4k shares
DUKE ENERGY CORP NEW DUK 4.125 04.15.26	DUK 4.125 04.15.26	23,412,000	$25.8m23.4m shares
THE BALDWIN INSURANCE GRP IN BWIN	BWIN	1,028,729	$22.6m1.0m shares
TASEKO MINES LTD		2,751,157	$17.8m2.8m shares
CENTURY ALUM CO CENX	CENX	232,034	$13.6m232.0k shares
HERITAGE COMM CORP HTBK	HTBK	1,044,866	$13.0m1.0m shares
OKLO INC OKLO	OKLO	254,218	$12.6m254.2k shares
DIAMOND HILL INVT GROUP INC DHIL	DHIL	73,185	$12.6m73.2k shares
GOLDEN ENTMT INC GDEN	GDEN	430,558	$11.5m430.6k shares
PROASSURANCE CORP PRA	PRA	421,668	$10.4m421.7k shares