Winslow Capital Management, LLC 13F holdings
Winslow Capital Management, LLC reported 65 positions with a total reported value of $29.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: NVDA NVIDIA Corp (10.7%), GOOGL ALPHABET CLASS A (10.7%), AVGO Broadcom Inc (6.0%), AAPL Apple Inc (4.9%), AMZN Amazon.com Inc. (3.5%). Against 2026-03-31 it opened 14 new positions and exited 8. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 65 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA Corp | 15,600,375 | $3.1B | 10.7% |
| GOOGL ALPHABET CLASS A | 8,808,233 | $3.1B | 10.7% |
| AVGO Broadcom Inc | 4,633,364 | $1.8B | 6.0% |
| AAPL Apple Inc | 4,877,656 | $1.4B | 4.9% |
| AMZN Amazon.com Inc. | 4,304,655 | $1.0B | 3.5% |
| MSFT Microsoft Corporation | 2,295,227 | $856.2M | 2.9% |
| AMD Advanced Micro Devices Inc. | 1,460,164 | $848.2M | 2.9% |
| LLY Lilly(Eli) & Co | 693,624 | $832.0M | 2.9% |
| META Meta Platforms Inc | 1,338,364 | $753.9M | 2.6% |
| HLT Hilton Worldwide Holdings Inc | 2,187,153 | $722.8M | 2.5% |
| ASML ASML Holding NV | 348,356 | $693.0M | 2.4% |
| MU Micron Technology Inc. | 559,488 | $645.8M | 2.2% |
| GE Aerospace | 1,708,225 | $638.4M | 2.2% |
| ANET Arista Networks Inc | 3,484,991 | $592.0M | 2.0% |
| LITE Lumentum Holdings Inc | 595,561 | $511.0M | 1.8% |
| V Visa Inc | 1,472,227 | $505.1M | 1.7% |
| STX Seagate Technology Holdings Plc | 517,006 | $498.9M | 1.7% |
| TSLA Tesla Inc | 1,150,181 | $483.8M | 1.7% |
| KLAC KLA Corp. | 1,524,800 | $460.0M | 1.6% |
| JCI Johnson Controls International plc | 2,946,071 | $430.5M | 1.5% |
| GEV GE Vernova Inc. | 360,801 | $423.9M | 1.5% |
| ADI Analog Devices Inc. | 999,060 | $396.8M | 1.4% |
| TT Trane Technologies plc | 800,850 | $393.3M | 1.4% |
| VRT Vertiv Holdings Co | 1,162,369 | $389.2M | 1.3% |
| HWM Howmet Aerospace Inc | 1,412,714 | $379.8M | 1.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 14 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LITE Lumentum Holdings Inc | 595,561 | $511.0M | 1.8% |
| STX Seagate Technology Holdings Plc | 517,006 | $498.9M | 1.7% |
| JCI Johnson Controls International plc | 2,946,071 | $430.5M | 1.5% |
| CAT Caterpillar Inc. | 350,774 | $373.5M | 1.3% |
| AFRM Affirm Holdings Inc | 4,577,562 | $373.3M | 1.3% |
| MSCI MSCI Inc | 529,653 | $296.6M | 1.0% |
| SNDK Sandisk Corp | 129,876 | $295.3M | 1.0% |
| WWD Woodward Inc | 690,171 | $293.6M | 1.0% |
| AXON Axon Enterprise Inc | 504,819 | $283.0M | 1.0% |
| CLS Celestica, Inc. | 714,367 | $260.6M | 0.9% |
| SPCX Space Exploration Technologies Corp. | 1,345,148 | $229.8M | 0.8% |
| WDC Western Digital Corp. | 31,678 | $20.2M | <0.1% |
| DDOG Datadog Inc | 71,940 | $18.7M | <0.1% |
| Applied Materials Inc. | 2,360 | $1.7M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 8 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| BKNG Booking Holdings Inc | 322,326 | $345.7M | 1.3% |
| INTU Intuit Inc | 651,617 | $281.7M | 1.1% |
| SYK Stryker Corp. | 440,096 | $144.6M | 0.6% |
| CME CME Group Inc | 488,161 | $144.2M | 0.6% |
| NOW ServiceNow Inc | 499,866 | $52.3M | 0.2% |
| TEAM Atlassian Corporation | 570,817 | $39.0M | 0.2% |
| BSX BOSTON SCIENTIFIC CORP COM | 4,708 | $295.4K | <0.1% |
| MELI MERCADOLIBRE INC COM | 141 | $243.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GOOGL ALPHABET CLASS A | 6,650,865 | 8,808,233 | +32.4% | $3.1B |
| KLAC KLA Corp. | 160,780 | 1,524,800 | +848.4% | $460.0M |
| ANET Arista Networks Inc | 2,065,312 | 3,484,991 | +68.7% | $592.0M |
| ECL Ecolab, Inc. | 528,620 | 1,258,248 | +138.0% | $350.6M |
| LRCX Lam Research Corp. | 14,589 | 444,164 | +2,944.5% | $192.5M |
| ORCL Oracle Corp. | 471,490 | 1,537,543 | +226.1% | $225.3M |
| HLT Hilton Worldwide Holdings Inc | 1,744,997 | 2,187,153 | +25.3% | $722.8M |
| APH Amphenol Corp. | 1,328,007 | 2,044,422 | +53.9% | $360.5M |
| APP Applovin Corp | 431,891 | 640,362 | +48.3% | $329.9M |
| VRT Vertiv Holdings Co | 864,727 | 1,162,369 | +34.4% | $389.2M |
| MS Morgan Stanley | 965,439 | 1,372,032 | +42.1% | $286.8M |
| V Visa Inc | 1,356,780 | 1,472,227 | +8.5% | $505.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AAPL Apple Inc | 9,259,247 | 4,877,656 | -47.3% | $1.4B |
| SNOW Snowflake Inc | 3,226,305 | 5,608 | -99.8% | $1.4M |
| MSFT Microsoft Corporation | 4,488,492 | 2,295,227 | -48.9% | $856.2M |
| ISRG Intuitive Surgical Inc | 1,160,360 | 7,450 | -99.4% | $3.0M |
| NFLX NETFLIX COM INC COM | 6,271,330 | 12,041 | -99.8% | $859.7K |
| SPOT SPOTIFY TECHNOLOGY S A SHS | 620,901 | 2,811 | -99.5% | $1.3M |
| AMZN Amazon.com Inc. | 5,414,765 | 4,304,655 | -20.5% | $1.0B |
| GE Aerospace | 2,386,803 | 1,708,225 | -28.4% | $638.4M |
| AMD Advanced Micro Devices Inc. | 1,895,428 | 1,460,164 | -23.0% | $848.2M |
| META Meta Platforms Inc | 1,738,950 | 1,338,364 | -23.0% | $753.9M |
| NVDA NVIDIA Corp | 16,654,394 | 15,600,375 | -6.3% | $3.1B |
| GEV GE Vernova Inc. | 533,971 | 360,801 | -32.4% | $423.9M |
CIK 900973 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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