Generalist · Kansas City, MO
American Century Companies INC
- Software
- $14.8B
- Weight of 13F
- 7.0%
- Names
- 103
- Vs prior quarter
- +$1.8B
Filed 12 August 2026.
2,884 positions in the whole 13F.
Software held
- MicrosoftMSFT14,512,326 shares · 36.6% of their software$5.4B−$565M
- CloudflareNET4,286,156 shares · 7.1% of their software$1.1B+$303M
- DatadogDDOG3,754,204 shares · 6.6% of their software$977M+$528M
- CadenceCDNS2,288,432 shares · 5.8% of their software$859M+$517M
- SnowflakeSNOW2,823,407 shares · 4.9% of their software$719M+$322M
- PalantirPLTR5,145,531 shares · 4.1% of their software$600M−$25.8M
- SynopsysSNPS1,251,126 shares · 3.8% of their software$558M+$310M
- AppLovinAPP898,040 shares · 3.1% of their software$463M+$68.2M
- OracleORCL2,912,302 shares · 2.9% of their software$427M−$49.7M
- Palo Alto NetworksPANW1,217,568 shares · 2.8% of their software$415M+$223M
- OktaOKTA2,924,665 shares · 2.7% of their software$399M+$158M
- ServiceNowNOW3,448,762 shares · 2.3% of their software$342M+$96.2M