Winslow Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$29.06B
Q ending 2026-06-30
Prior quarter
$25.65B
Q ending 2026-03-31
Change
+13.3% QoQ · -2.9% YoY
Positions
66
reported holdings
Largest positions
All 66 reported positions, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp | NVDA | Shares | $3.12B | 15.6M |
| Alphabet Inc | GOOG | Shares | $3.11B | 8.8M |
| Broadcom Inc | AVGO | Shares | $1.75B | 4.6M |
| Apple Inc | AAPL | Shares | $1.41B | 4.9M |
| Amazon.Com Inc. | AMZN | Shares | $1.03B | 4.3M |
| Microsoft Corporation | MSFT | Shares | $856.2M | 2.3M |
| Advanced Micro Devices Inc. | AMD | Shares | $848.2M | 1.5M |
| Lilly(Eli) & Co | LLY | Shares | $832.0M | 694K |
| Meta Platforms Inc | META | Shares | $753.9M | 1.3M |
| Hilton Worldwide Holdings Inc | HLT | Shares | $722.8M | 2.2M |
| Asml Holding Nv | Shares | $693.0M | 348K | |
| Micron Technology Inc. | MU | Shares | $645.8M | 559K |
| Ge Aerospace | GE | Shares | $638.4M | 1.7M |
| Arista Networks Inc | ANET | Shares | $592.0M | 3.5M |
| Lumentum Holdings Inc | LITE | Shares | $511.0M | 596K |
| Visa Inc | V | Shares | $505.1M | 1.5M |
| Seagate Technology Holdings Plc | Shares | $498.9M | 517K | |
| Tesla Inc | TSLA | Shares | $483.8M | 1.2M |
| Kla Corp. | KLAC | Shares | $460.0M | 1.5M |
| Johnson Controls International Plc | Shares | $430.5M | 2.9M | |
| Ge Vernova Inc. | GEV | Shares | $423.9M | 361K |
| Analog Devices Inc. | ADI | Shares | $396.8M | 999K |
| Trane Technologies Plc | Shares | $393.3M | 801K | |
| Vertiv Holdings Co | VRT | Shares | $389.2M | 1.2M |
| Howmet Aerospace Inc | HWM | Shares | $379.8M | 1.4M |
| Caterpillar Inc. | CAT | Shares | $373.5M | 351K |
| Affirm Holdings Inc | AFRM | Shares | $373.3M | 4.6M |
| Mastercard Incorporated | MA | Shares | $369.5M | 719K |
| Amphenol Corp. | APH | Shares | $360.5M | 2.0M |
| Ecolab, Inc. | ECL | Shares | $350.6M | 1.3M |
| Elanco Animal Health Inc | ELAN | Shares | $332.5M | 13.5M |
| Applovin Corp | APP | Shares | $329.9M | 640K |
| Parker-Hannifin Corp. | PH | Shares | $318.1M | 325K |
| Mckesson Corporation | MCK | Shares | $317.8M | 421K |
| C.H. Robinson Worldwide, Inc. | CHRW | Shares | $307.1M | 1.6M |
| Quanta Services, Inc. | PWR | Shares | $303.5M | 421K |
| Msci Inc | MSCI | Shares | $296.6M | 530K |
| Sandisk Corp | SNDK | Shares | $295.3M | 130K |
| Woodward Inc | WWD | Shares | $293.6M | 690K |
| Morgan Stanley | MS | Shares | $286.8M | 1.4M |
| Axon Enterprise Inc | AXON | Shares | $283.0M | 505K |
| O`Reilly Automotive, Inc. | ORLY | Shares | $278.3M | 3.0M |
| Celestica, Inc. | CLS | Shares | $260.6M | 714K |
| Palantir Technologies Inc | PLTR | Shares | $230.6M | 2.0M |
| Space Exploration Technologies Cor | SPCX | Shares | $229.8M | 1.3M |
| Oracle Corp. | ORCL | Shares | $225.3M | 1.5M |
| Shopify Inc | SHOP | Shares | $219.2M | 1.9M |
| Texas Instruments Inc. | TXN | Shares | $194.0M | 651K |
| Lam Research Corp. | LRCX | Shares | $192.5M | 444K |
| Compass Inc | COMP | Shares | $85.5M | 6.9M |
| Ishares Tr Rssll 1000 Grwt | IWF | Shares | $24.7M | 199K |
| Western Digital Corp. | WDC | Shares | $20.2M | 32K |
| Datadog Inc | DDOG | Shares | $18.7M | 72K |
| Intuitive Surgical Inc | ISRG | Shares | $3.0M | 7K |
| Alphabet Class A | GOOGL | Shares | $2.9M | 8K |
| Vanguard Index Tr Growth Viper | VUG | Shares | $2.0M | 23K |
| Applied Materials Inc. | AMAT | Shares | $1.7M | 2K |
| Snowflake Inc | SNOW | Shares | $1.4M | 6K |
| Spotify Technology S A Shs | Shares | $1.3M | 3K | |
| Netflix Com Inc Com | NFLX | Shares | $860K | 12K |
| Chipotle Mexican Grill Inc Cl | CMG | Shares | $546K | 16K |
| Moodys Corp Com | MCO | Shares | $513K | 1K |
| Ishares Tr S&P500/Barra Gw | IVW | Shares | $414K | 3K |
| Uber Technologies Inc Com | UBER | Shares | $333K | 5K |
| Costco Wholesale Corp Com | COST | Shares | $239K | 256 |
| Linde Plc Shs | Shares | $215K | 414 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.