AMERICAN CENTURY COMPANIES INC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, AMERICAN CENTURY COMPANIES INC opened 195 positions, added to 1,587, reduced 831, sold out of 130 and left 38 unchanged. The largest increase in value was MU (+$1,894,400,442); the largest decrease was AAPL (-$867,954,914).
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 61,043,097; Shares 2026-06-30 60,626,286.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 17,490,949; Shares 2026-06-30 16,841,559.
- AMAT: Country of operation United States; Class COM; Shares 2026-03-31 3,543,844; Shares 2026-06-30 3,004,203.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 25,211,083; Shares 2026-06-30 19,112,405.
Two Form 13F-HR filings compared (SEC CIK 748054): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 61,043,097 | 60,626,286 | -416,811 | $10,645,916,747 | $12,130,714,421 | +$1,484,797,674 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 17,490,949 | 16,841,559 | -649,390 | $5,029,697,562 | $6,018,668,291 | +$988,970,729 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 3,543,844 | 3,004,203 | -539,641 | $1,211,250,538 | $2,172,039,477 | +$960,788,939 |
|---|
AAPL
APPLE INC | United States | COM | 25,211,083 | 19,112,405 | -6,098,678 | $6,398,321,138 | $5,530,366,224 | -$867,954,914 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 16,151,639 | 14,512,326 | -1,639,313 | $5,978,854,771 | $5,413,390,568 | -$565,464,203 |
|---|
DDOG
DATADOG INC | United States | CL A COM | 3,804,623 | 3,754,204 | -50,419 | $449,135,745 | $977,444,553 | +$528,308,808 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 9,380,500 | 9,047,039 | -333,461 | $2,690,892,289 | $3,196,592,513 | +$505,700,224 |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 3,167,395 | 1,405,705 | -1,761,690 | $1,007,675,118 | $558,303,948 | -$449,371,170 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 1,806,389 | 1,448,226 | -358,163 | $1,799,940,216 | $1,354,772,875 | -$445,167,341 |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 562,097 | 62,209 | -499,888 | $434,303,659 | $38,789,999 | -$395,513,660 |
|---|
PODD
INSULET CORP | United States | COM | 1,591,410 | 119,351 | -1,472,059 | $333,941,474 | $18,171,190 | -$315,770,284 |
|---|
ABBV
ABBVIE INC | United States | COM | 3,299,346 | 1,659,851 | -1,639,495 | $717,575,172 | $417,685,426 | -$299,889,746 |
|---|
TSCO
TRACTOR SUPPLY CO | United States | COM | 7,696,431 | 2,619,728 | -5,076,703 | $348,648,382 | $82,809,653 | -$265,838,729 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 5,361,694 | 4,713,938 | -647,756 | $2,679,026,937 | $2,421,081,830 | -$257,945,107 |
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VSAT
VIASAT INC | United States | COM | 5,736,614 | 5,736,575 | -39 | $262,736,921 | $515,201,801 | +$252,464,880 |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 3,326,325 | 3,129,427 | -196,898 | $833,510,518 | $1,047,794,748 | +$214,284,230 |
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ZS
ZSCALER INC | United States | COM | 2,384,425 | 866,494 | -1,517,931 | $334,510,983 | $122,305,628 | -$212,205,355 |
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FIVE
FIVE BELOW INC | United States | COM | 1,817,317 | 1,139,293 | -678,024 | $415,221,056 | $204,833,957 | -$210,387,099 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 903,681 | 318,489 | -585,192 | $296,940,612 | $100,273,154 | -$196,667,458 |
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FN
FABRINET | | SHS | 489,855 | 137,879 | -351,976 | $255,470,380 | $77,499,544 | -$177,970,836 |
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ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 2,109,524 | 2,014,594 | -94,930 | $972,472,057 | $801,166,368 | -$171,305,689 |
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LOW
LOWES COS INC | United States | COM | 1,378,890 | 727,062 | -651,828 | $325,804,312 | $160,310,088 | -$165,494,224 |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 1,001,909 | 620,545 | -381,364 | $345,809,418 | $180,324,682 | -$165,484,736 |
|---|
OKTA
OKTA INC | United States | CL A | 3,059,944 | 2,924,665 | -135,279 | $240,848,760 | $399,071,548 | +$158,222,788 |
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TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 414,395 | 90,897 | -323,498 | $203,687,591 | $45,572,138 | -$158,115,453 |
|---|
DHR
DANAHER CORP DEL | United States | COM | 1,326,812 | 492,315 | -834,497 | $251,563,582 | $93,776,193 | -$157,787,389 |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 2,617,803 | 305,390 | -2,312,413 | $164,267,138 | $13,034,045 | -$151,233,093 |
|---|
KVUE
KENVUE INC | United States | COM | 9,540,731 | 1,484,856 | -8,055,875 | $164,482,222 | $28,375,636 | -$136,106,586 |
|---|
SYY
SYSCO CORP | United States | COM | 2,755,124 | 782,620 | -1,972,504 | $196,523,158 | $65,411,391 | -$131,111,767 |
|---|
HD
HOME DEPOT INC | United States | COM | 835,987 | 415,038 | -420,949 | $274,948,161 | $146,376,081 | -$128,572,080 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 491,906 | 416,432 | -75,474 | $192,045,022 | $317,795,916 | +$125,750,894 |
|---|
ZBH
ZIMMER BIOMET HOLDINGS INC | United States | COM | 3,963,206 | 2,744,463 | -1,218,743 | $358,353,262 | $236,270,951 | -$122,082,311 |
|---|
FFIV
F5 INC | United States | COM | 784,767 | 263,416 | -521,351 | $227,057,204 | $109,571,237 | -$117,485,967 |
|---|
EME
EMCOR GROUP INC | United States | COM | 298,025 | 124,329 | -173,696 | $220,034,852 | $103,178,167 | -$116,856,685 |
|---|
D
DOMINION ENERGY INC | United States | COM | 2,202,211 | 323,807 | -1,878,404 | $136,140,729 | $22,112,830 | -$114,027,899 |
|---|
AZN
ASTRAZENECA PLC | | ORD | 1,807,026 | 1,320,358 | -486,668 | $356,382,280 | $250,366,873 | -$106,015,407 |
|---|
TKR
TIMKEN CO | United States | COM | 1,437,951 | 274,632 | -1,163,319 | $144,614,863 | $39,909,778 | -$104,705,085 |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 2,028,936 | 1,526,249 | -502,687 | $582,305,129 | $480,143,373 | -$102,161,756 |
|---|
IBKR
INTERACTIVE BROKERS GROUP IN | United States | COM CL A | 5,744,408 | 5,583,028 | -161,380 | $385,277,445 | $485,946,757 | +$100,669,312 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 5,891,070 | 4,151,094 | -1,739,976 | $339,561,358 | $240,099,394 | -$99,461,964 |
|---|
WMT
WALMART INC | United States | COM | 3,468,512 | 2,944,661 | -523,851 | $431,066,786 | $333,512,412 | -$97,554,374 |
|---|
HLT
HILTON WORLDWIDE HLDGS INC | United States | COM | 836,338 | 476,094 | -360,244 | $254,313,659 | $157,330,023 | -$96,983,636 |
|---|
CVNA
CARVANA CO | United States | CL A | 308,893 | 67,946 | -240,947 | $97,109,781 | $4,472,206 | -$92,637,575 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 512,819 | 311,519 | -201,300 | $218,124,766 | $126,871,438 | -$91,253,328 |
|---|
STRL
STERLING INFRASTRUCTURE INC | United States | COM | 471,576 | 120,836 | -350,740 | $192,059,598 | $101,425,442 | -$90,634,156 |
|---|
SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 614,274 | 452,131 | -162,143 | $297,870,980 | $207,590,050 | -$90,280,930 |
|---|
MRSH
MARSH & MCLENNAN COS INC | United States | COM | 4,234,327 | 3,877,741 | -356,586 | $734,444,323 | $646,303,466 | -$88,140,857 |
|---|
ZTS
ZOETIS INC | United States | CL A | 834,384 | 167,289 | -667,095 | $98,632,533 | $12,021,387 | -$86,611,146 |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 3,683,744 | 2,479,976 | -1,203,768 | $264,971,706 | $178,955,069 | -$86,016,637 |
|---|
LNG
CHENIERE ENERGY INC | United States | COM NEW | 1,456,864 | 1,370,100 | -86,764 | $413,399,756 | $327,467,764 | -$85,931,992 |
|---|
TECH
BIO-TECHNE CORP | United States | COM | 1,650,060 | 30,578 | -1,619,482 | $86,232,136 | $2,160,336 | -$84,071,800 |
|---|
CAT
CATERPILLAR INC | United States | COM | 655,375 | 512,935 | -142,440 | $464,307,058 | $546,225,221 | +$81,918,163 |
|---|
CRC
CALIFORNIA RES CORP | United States | COM STOCK | 3,243,605 | 2,726,539 | -517,066 | $224,522,338 | $144,152,117 | -$80,370,221 |
|---|
SNEX
STONEX GROUP INC | United States | COM | 3,398,475 | 2,962,664 | -435,811 | $274,087,009 | $351,075,684 | +$76,988,675 |
|---|
ECL
ECOLAB INC | United States | COM | 1,182,558 | 853,805 | -328,753 | $314,584,079 | $237,878,611 | -$76,705,468 |
|---|
FDX
FEDEX CORP | United States | COM | 631,738 | 479,901 | -151,837 | $225,012,519 | $150,271,579 | -$74,740,940 |
|---|
VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 813,285 | 580,901 | -232,384 | $363,164,284 | $288,550,954 | -$74,613,330 |
|---|
SLAB
SILICON LABORATORIES INC | United States | COM | 636,326 | 280,489 | -355,837 | $132,451,801 | $61,304,221 | -$71,147,580 |
|---|
INSM
INSMED INC | United States | COM PAR $.01 | 925,799 | 759,735 | -166,064 | $151,387,667 | $81,002,980 | -$70,384,687 |
|---|
CEG
CONSTELLATION ENERGY CORP | United States | COM | 328,550 | 86,816 | -241,734 | $91,747,629 | $21,562,532 | -$70,185,097 |
|---|
AYI
ACUITY INC | United States | COM | 748,980 | 743,411 | -5,569 | $209,879,176 | $280,013,188 | +$70,134,012 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,003,831 | 949,406 | -54,425 | $284,857,207 | $354,821,629 | +$69,964,422 |
|---|
XYL
XYLEM INC | United States | COM | 1,300,336 | 723,793 | -576,543 | $155,390,161 | $85,559,581 | -$69,830,580 |
|---|
APP
APPLOVIN CORP | United States | COM CL A | 991,256 | 898,040 | -93,216 | $394,522,037 | $462,700,867 | +$68,178,830 |
|---|
GSAT
GLOBALSTAR INC | United States | COM NEW | 1,509,322 | 394,851 | -1,114,471 | $100,249,255 | $32,097,512 | -$68,151,743 |
|---|
LPLA
LPL FINL HLDGS INC | United States | COM | 487,789 | 282,638 | -205,151 | $146,741,566 | $79,613,473 | -$67,128,093 |
|---|
STE
STERIS PLC | Ireland | SHS USD | 329,531 | 28,369 | -301,162 | $72,869,222 | $5,973,691 | -$66,895,531 |
|---|
PRIM
PRIMORIS SVCS CORP | United States | COM | 1,078,124 | 884,645 | -193,479 | $154,214,857 | $87,686,158 | -$66,528,699 |
|---|
BTU
PEABODY ENGR CORP | United States | COM | 4,580,114 | 3,661,760 | -918,354 | $150,914,756 | $84,659,891 | -$66,254,865 |
|---|
WST
WEST PHARMACEUTICAL SVSC INC | United States | COM | 399,700 | 99,557 | -300,143 | $100,180,808 | $35,740,963 | -$64,439,845 |
|---|
ONON
ON HLDG AG | Switzerland | NAMEN AKT A | 2,944,712 | 1,033,036 | -1,911,676 | $100,179,103 | $36,590,135 | -$63,588,968 |
|---|
CRS
CARPENTER TECHNOLOGY CORP | United States | COM | 352,823 | 122,460 | -230,363 | $139,066,740 | $75,538,490 | -$63,528,250 |
|---|
OKE
ONEOK INC NEW | United States | COM | 2,153,882 | 1,508,773 | -645,109 | $194,689,641 | $131,173,015 | -$63,516,626 |
|---|
MCK
MCKESSON CORP | United States | COM | 111,093 | 44,443 | -66,650 | $96,135,450 | $33,581,140 | -$62,554,310 |
|---|
MKSI
MKS INC. | United States | COM | 280,965 | 5,567 | -275,398 | $64,569,141 | $2,476,411 | -$62,092,730 |
|---|
BKR
BAKER HUGHES COMPANY | United States | CL A | 7,274,970 | 6,891,574 | -383,396 | $444,137,112 | $382,482,538 | -$61,654,574 |
|---|
ES
EVERSOURCE ENERGY | United States | COM | 2,198,616 | 1,268,647 | -929,969 | $152,320,283 | $91,685,294 | -$60,634,989 |
|---|
HCC
WARRIOR MET COAL INC | United States | COM | 1,038,679 | 448,408 | -590,271 | $96,752,949 | $36,392,793 | -$60,360,156 |
|---|
AVT
AVNET INC | United States | COM | 3,181,792 | 2,865,223 | -316,569 | $196,062,023 | $254,489,107 | +$58,427,084 |
|---|
MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 911,379 | 11,152 | -900,227 | $58,884,197 | $1,017,062 | -$57,867,135 |
|---|
CRM
SALESFORCE INC | United States | COM | 688,097 | 455,423 | -232,674 | $128,447,106 | $71,346,604 | -$57,100,502 |
|---|
AJG
GALLAGHER ARTHUR J & CO | United States | COM | 280,517 | 17,515 | -263,002 | $60,754,372 | $4,020,918 | -$56,733,454 |
|---|
MELI
MERCADOLIBRE INC | | COM | 43,089 | 10,941 | -32,148 | $74,501,743 | $18,571,144 | -$55,930,599 |
|---|
MTRN
MATERION CORP | United States | COM | 882,684 | 616,020 | -266,664 | $127,680,441 | $183,198,789 | +$55,518,348 |
|---|
HSY
HERSHEY CO | United States | COM | 387,604 | 147,780 | -239,824 | $80,579,090 | $25,928,092 | -$54,650,998 |
|---|
AMR
ALPHA METALLURGICAL RESOUR I | United States | COM | 334,916 | 86,051 | -248,865 | $68,748,207 | $14,193,252 | -$54,554,955 |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 3,978,823 | 3,959,269 | -19,554 | $554,528,634 | $500,214,251 | -$54,314,383 |
|---|
HWM
HOWMET AEROSPACE INC | United States | COM | 3,599,070 | 3,285,142 | -313,928 | $829,441,700 | $883,243,314 | +$53,801,614 |
|---|
MSCI
MSCI INC | United States | COM | 310,748 | 204,785 | -105,963 | $167,496,279 | $114,687,791 | -$52,808,488 |
|---|
VRRM
VERRA MOBILITY CORP | United States | CL A COM STK | 3,678,081 | 190,097 | -3,487,984 | $52,559,801 | $807,912 | -$51,751,889 |
|---|
MTSI
MACOM TECH SOLUTIONS HLDGS I | United States | COM | 343,287 | 334,965 | -8,322 | $76,234,022 | $127,410,732 | +$51,176,710 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 1,440,895 | 1,334,795 | -106,100 | $176,913,088 | $226,754,974 | +$49,841,886 |
|---|
ORCL
ORACLE CORP | United States | COM | 3,239,249 | 2,912,302 | -326,947 | $476,526,011 | $426,797,961 | -$49,728,050 |
|---|
KGC
KINROSS GOLD CORP | | COM | 5,504,607 | 5,020,395 | -484,212 | $168,112,439 | $118,689,383 | -$49,423,056 |
|---|
FTI
TECHNIPFMC PLC | United Kingdom | COM | 3,395,255 | 2,798,507 | -596,748 | $234,714,461 | $185,541,465 | -$49,172,996 |
|---|
RGA
REINSURANCE GROUP AMER INC | United States | COM NEW | 1,825,382 | 1,521,592 | -303,790 | $372,670,286 | $323,566,970 | -$49,103,316 |
|---|
PSX
PHILLIPS 66 | United States | COM | 684,461 | 453,394 | -231,067 | $124,695,477 | $76,646,619 | -$48,048,858 |
|---|
VAL
VALARIS LTD | Bermuda | CL A | 1,677,109 | 1,607,666 | -69,443 | $164,423,766 | $116,716,552 | -$47,707,214 |
|---|
ON
ON SEMICONDUCTOR CORP | United States | COM | 1,782,550 | 1,669,293 | -113,257 | $110,375,496 | $157,814,960 | +$47,439,464 |
|---|
LPX
LOUISIANA PAC CORP | United States | COM | 1,351,471 | 649,516 | -701,955 | $98,319,515 | $51,090,929 | -$47,228,586 |
|---|
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