AMERICAN CENTURY COMPANIES INC

American Century Companies ended Q1 2026 at $194.3B across 2,830 holdings, modestly lower than $199.0B. The active manager trimmed nearly every megacap leader — NVIDIA (-$1.2B, still the top holding at 5.48%), Amazon (-$1.1B), Alphabet (-$884M) and Apple (-$678M) — while building new stakes in Intuitive Surgical ($972M), Marsh & McLennan ($734M), Lam Research ($701M) and Micron ($554M). Adds in Vertiv, Costco and Netflix round out a quarter of disciplined profit-taking and selective redeployment.