Winslow Capital Management, LLC
Net seller this quarter
$29.1B
63
-$2.43B
49.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $3.12B | 10.74% | 0.06% | -6.3% | Q1 2017 |
 GOOG | $3.11B | 10.70% | Not reported | +32.5% | Q4 2015 |
 AVGO | $1.75B | 6.02% | 0.10% | -9.4% | Q1 2016 |
 AAPL | $1.41B | 4.86% | 0.03% | -47.3% | Q3 2013 |
 AMZN | $1.03B | 3.53% | 0.04% | -20.5% | Q3 2013 |
 MSFT | $856M | 2.95% | 0.03% | -48.9% | Q3 2014 |
 AMD | $848M | 2.92% | 0.09% | -23.0% | Q3 2021 |
 LLY | $832M | 2.86% | 0.07% | -8.4% | Q3 2016 |
 META | $754M | 2.59% | Not reported | -23.0% | Q3 2013 |
 HLT | $723M | 2.49% | 0.97% | +25.3% | Q4 2013 |
 ASML | $693M | 2.38% | 0.09% | -0.7% | Q2 2017 |
 MU | $646M | 2.22% | 0.05% | -4.1% | Q3 2016 |
 GE | $638M | 2.20% | 0.16% | -28.4% | Q1 2024 |
 ANET | $592M | 2.04% | 0.28% | +68.7% | Q3 2024 |
 LITE | $511M | 1.76% | 0.67% | New | Q2 2026 |
 V | $505M | 1.74% | 0.08% | +8.5% | Q3 2013 |
 STX | $499M | 1.72% | 0.23% | New | Q2 2026 |
 TSLA | $484M | 1.66% | 0.03% | -21.2% | Q2 2014 |
 KLAC | $460M | 1.58% | 0.12% | -5.2% | Q2 2025 |
 JCI | $430M | 1.48% | 0.49% | New | Q2 2026 |
 GEV | $424M | 1.46% | 0.14% | -32.4% | Q2 2024 |
 ADI | $397M | 1.37% | 0.21% | +10.2% | Q2 2021 |
 TT | $393M | 1.35% | 0.36% | +1.1% | Q4 2023 |
 VRT | $389M | 1.34% | 0.30% | +34.4% | Q2 2025 |
 HWM | $380M | 1.31% | 0.35% | -5.0% | Q4 2024 |
 CAT | $374M | 1.29% | 0.08% | Not reported | Q2 2023 |
 AFRM | $373M | 1.28% | 7.73% | New | Q2 2026 |
 MA | $370M | 1.27% | 0.06% | -14.0% | Q3 2013 |
 APH | $360M | 1.24% | 0.17% | +54.0% | Q3 2024 |
 ECL | $351M | 1.21% | 0.45% | +138.0% | Q3 2013 |
 ELAN | $333M | 1.14% | 2.70% | -0.8% | Q1 2026 |
 APP | $330M | 1.14% | 0.19% | +48.3% | Q1 2025 |
 PH | $318M | 1.09% | 0.26% | -14.9% | Q2 2021 |
 MCK | $318M | 1.09% | 0.35% | +10.8% | Q4 2013 |
 CHRW | $307M | 1.06% | 1.39% | +3.0% | Q1 2026 |
 PWR | $303M | 1.04% | 0.28% | -39.8% | Q3 2025 |
 MSCI | $297M | 1.02% | 0.73% | Not reported | Q1 2020 |
 SNDK | $295M | 1.02% | 0.09% | New | Q2 2026 |
 WWD | $294M | 1.01% | 1.16% | New | Q2 2026 |
 MS | $287M | 0.99% | 0.09% | +42.1% | Q3 2013 |
 AXON | $283M | 0.97% | 0.62% | Not reported | Q1 2025 |
 ORLY | $278M | 0.96% | 0.37% | +2.4% | Q1 2016 |
 CLS | $261M | 0.90% | 0.62% | New | Q2 2026 |
 PLTR | $231M | 0.79% | 0.08% | -42.7% | Q1 2025 |
 SPCX | $230M | 0.79% | Not reported | New | Q2 2026 |
 ORCL | $225M | 0.78% | 0.05% | +226.1% | Q2 2014 |
 SHOP | $219M | 0.75% | 0.49% | -36.5% | Q3 2020 |
 TXN | $194M | 0.67% | 0.07% | -5.2% | Q4 2014 |
 LRCX | $192M | 0.66% | 0.04% | +2944.5% | Q4 2022 |
 COMP | $85.5M | 0.29% | 0.92% | Not reported | Q2 2021 |
| Q1 2026 | |||||
| NVDA | $2.9B | 11.32% | 0.07% | -1.6% | Q1 2017 |
| AAPL | $2.35B | 9.16% | 0.06% | +11.8% | Q3 2013 |
| GOOG | $1.91B | 7.43% | Not reported | +10.2% | Q4 2015 |
| MSFT | $1.66B | 6.48% | 0.06% | -29.2% | Q3 2014 |
| AVGO | $1.58B | 6.17% | 0.11% | +14.9% | Q1 2016 |
| AMZN | $1.13B | 4.40% | 0.05% | -32.9% | Q3 2013 |
| META | $995M | 3.88% | Not reported | -5.2% | Q3 2013 |
| LLY | $697M | 2.72% | 0.08% | +0.1% | Q3 2016 |
| GE | $677M | 2.64% | 0.23% | +85.6% | Q1 2024 |
 NFLX | $603M | 2.35% | 0.15% | +11.0% | Q3 2014 |
| TSLA | $542M | 2.12% | 0.04% | -3.5% | Q2 2014 |
 ISRG | $535M | 2.09% | 0.33% | -8.6% | Q1 2016 |
| HLT | $531M | 2.07% | 0.76% | +4.6% | Q4 2013 |
| PLTR | $505M | 1.97% | 0.14% | +135.0% | Q1 2025 |
 SNOW | $487M | 1.90% | 0.93% | +3.4% | Q3 2020 |
| GEV | $466M | 1.82% | 0.20% | -27.1% | Q2 2024 |
| ASML | $463M | 1.81% | 0.09% | +184463.7% | Q2 2017 |
| MA | $418M | 1.63% | 0.07% | -32.5% | Q3 2013 |
| V | $410M | 1.60% | 0.07% | -31.7% | Q3 2013 |
| AMD | $386M | 1.50% | 0.12% | +127.9% | Q3 2021 |
| PWR | $384M | 1.50% | 0.47% | +3.9% | Q3 2025 |
| SHOP | $359M | 1.40% | 0.77% | +2.3% | Q3 2020 |
 BKNG | $346M | 1.35% | 1.02% | +225302.8% | Q1 2018 |
| HWM | $343M | 1.34% | 0.37% | -5.3% | Q4 2024 |
| PH | $342M | 1.33% | 0.30% | +132.7% | Q2 2021 |
| TT | $330M | 1.29% | 0.36% | +2714.2% | Q4 2023 |
| MCK | $328M | 1.28% | 0.31% | -13.2% | Q4 2013 |
| ELAN | $326M | 1.27% | 2.73% | New | Q1 2026 |
 SPOT | $301M | 1.17% | 0.30% | -44.1% | Q2 2024 |
| ADI | $288M | 1.12% | 0.19% | +58.3% | Q2 2021 |
 INTU | $282M | 1.10% | 0.24% | -28.4% | Q3 2015 |
| ORLY | $272M | 1.06% | 0.35% | +19799.9% | Q1 2016 |
| CHRW | $263M | 1.02% | 1.34% | New | Q1 2026 |
| ANET | $254M | 0.99% | 0.16% | +8.9% | Q3 2024 |
| KLAC | $237M | 0.92% | 0.12% | +66.7% | Q2 2025 |
| VRT | $217M | 0.84% | 0.23% | +19624.6% | Q2 2025 |
| MU | $197M | 0.77% | 0.05% | Not reported | Q3 2016 |
| APP | $172M | 0.67% | 0.13% | Not reported | Q1 2025 |
| APH | $168M | 0.65% | 0.11% | -64.1% | Q3 2024 |
| MS | $159M | 0.62% | 0.06% | Not reported | Q3 2013 |
 SYK | $145M | 0.56% | 0.11% | -66.1% | Q2 2016 |
 CME | $144M | 0.56% | 0.15% | Not reported | Q4 2017 |
| ECL | $141M | 0.55% | 0.19% | -16.6% | Q3 2013 |
| TXN | $133M | 0.52% | 0.08% | Not reported | Q4 2014 |
| ORCL | $69.4M | 0.27% | 0.02% | -72.7% | Q2 2014 |
 NOW | $52.3M | 0.20% | 0.05% | -82.0% | Q3 2013 |
| COMP | $50.7M | 0.20% | 0.93% | Not reported | Q2 2021 |
 TEAM | $39M | 0.15% | Not reported | Not reported | Q4 2015 |
 COST | $10.2M | 0.04% | 0.00% | Not reported | Q3 2013 |
| LRCX | $3.12M | 0.01% | 0.00% | -33.6% | Q4 2022 |
| Q4 2025 | |||||
| NVDA | $3.16B | 10.61% | 0.07% | -9.3% | Q1 2017 |
| MSFT | $3.06B | 10.28% | 0.09% | -4.5% | Q3 2014 |
| AAPL | $2.24B | 7.51% | 0.06% | -3.2% | Q3 2013 |
| GOOG | $1.9B | 6.36% | Not reported | -2.5% | Q4 2015 |
| AMZN | $1.87B | 6.28% | 0.08% | 0.0% | Q3 2013 |
| AVGO | $1.54B | 5.17% | 0.09% | +1.4% | Q1 2016 |
| META | $1.21B | 4.06% | Not reported | -11.9% | Q3 2013 |
| LLY | $817M | 2.74% | 0.08% | -2.6% | Q3 2016 |
| ISRG | $722M | 2.42% | 0.36% | +86.4% | Q1 2016 |
| MA | $709M | 2.38% | 0.10% | +1.6% | Q3 2013 |
| V | $698M | 2.34% | 0.11% | -3.0% | Q3 2013 |
| SNOW | $689M | 2.31% | 0.91% | -22.6% | Q3 2020 |
| TSLA | $677M | 2.27% | 0.04% | -19.6% | Q2 2014 |
| SPOT | $644M | 2.16% | 0.54% | +8.2% | Q2 2024 |
| INTU | $602M | 2.02% | 0.33% | -6.3% | Q3 2015 |
 DASH | $532M | 1.78% | Not reported | +5.5% | Q1 2025 |
| NFLX | $529M | 1.77% | 0.13% | +9.6% | Q3 2014 |
| APH | $502M | 1.68% | 0.30% | -16.5% | Q3 2024 |
| HLT | $480M | 1.61% | 0.72% | +48.5% | Q4 2013 |
| GEV | $480M | 1.61% | 0.27% | Not reported | Q2 2024 |
| SHOP | $478M | 1.60% | 0.75% | -9.3% | Q3 2020 |
| SYK | $459M | 1.54% | 0.34% | +37.9% | Q2 2016 |
| NOW | $425M | 1.43% | 0.27% | -26.8% | Q3 2013 |
 VRTX | $405M | 1.36% | 0.35% | Not reported | Q4 2014 |
| GE | $398M | 1.34% | 0.12% | +27.6% | Q1 2024 |
 CDNS | $361M | 1.21% | 0.42% | +8.0% | Q3 2025 |
| MCK | $359M | 1.20% | 0.35% | Not reported | Q4 2013 |
 CTAS | $343M | 1.15% | 0.46% | Not reported | Q4 2020 |
| ORCL | $337M | 1.13% | 0.06% | -47.0% | Q2 2014 |
| HWM | $323M | 1.08% | 0.39% | -2.7% | Q4 2024 |
| AXON | $314M | 1.05% | 0.68% | +20.2% | Q1 2025 |
 ARES | $311M | 1.04% | 0.61% | +31.2% | Q2 2025 |
| PWR | $285M | 0.96% | 0.45% | +8341.0% | Q3 2025 |
 KKR | $270M | 0.91% | 0.24% | +16061.7% | Q4 2023 |
| PLTR | $262M | 0.88% | 0.06% | -2.4% | Q1 2025 |
 NDAQ | $250M | 0.84% | 0.45% | Not reported | Q4 2024 |
| ANET | $249M | 0.83% | 0.15% | +16.8% | Q3 2024 |
| AMD | $178M | 0.60% | 0.05% | -75.9% | Q3 2021 |
| ECL | $166M | 0.56% | 0.22% | -46.2% | Q3 2013 |
| ADI | $158M | 0.53% | 0.12% | -1.4% | Q2 2021 |
| PH | $144M | 0.48% | 0.13% | +25502.3% | Q2 2021 |
| KLAC | $117M | 0.39% | 0.07% | -4.5% | Q2 2025 |
| COMP | $73.3M | 0.25% | 1.23% | Not reported | Q2 2021 |
 MCO | $12.3M | 0.04% | 0.01% | -96.7% | Q4 2015 |
| TT | $11M | 0.04% | 0.01% | +415.7% | Q4 2023 |
| LRCX | $3.76M | 0.01% | 0.00% | -3.4% | Q4 2022 |
| GOOGL | $2.87M | 0.01% | 0.00% | -1.2% | Q4 2015 |
| ORLY | $1.35M | 0.00% | 0.00% | -3.6% | Q1 2016 |
 CMG | $1.07M | 0.00% | 0.00% | -21.9% | Q4 2013 |
 BSX | $897K | 0.00% | 0.00% | -5.4% | Q2 2015 |
| Q3 2025 | |||||
| NVDA | $3.48B | 11.50% | 0.08% | +9.1% | Q1 2017 |
| MSFT | $3.43B | 11.34% | 0.09% | -1.5% | Q3 2014 |
| AAPL | $2.18B | 7.19% | 0.06% | +18.7% | Q3 2013 |
| AMZN | $1.77B | 5.86% | 0.08% | -8.5% | Q3 2013 |
| META | $1.53B | 5.05% | Not reported | -9.9% | Q3 2013 |
| GOOG | $1.5B | 4.97% | Not reported | +49931.7% | Q4 2015 |
| AVGO | $1.45B | 4.79% | 0.09% | -10.5% | Q1 2016 |
| ORCL | $916M | 3.03% | 0.11% | +62.4% | Q2 2014 |
| SNOW | $909M | 3.00% | 1.19% | +24.2% | Q3 2020 |
| TSLA | $836M | 2.76% | 0.06% | +34.3% | Q2 2014 |
| SPOT | $717M | 2.37% | 0.50% | +10.4% | Q2 2024 |
| NOW | $699M | 2.31% | 0.37% | +23.7% | Q3 2013 |
| V | $699M | 2.31% | 0.11% | -14.2% | Q3 2013 |
| MA | $694M | 2.29% | 0.10% | -10.5% | Q3 2013 |
| INTU | $663M | 2.19% | 0.35% | -2.3% | Q3 2015 |
| NFLX | $618M | 2.04% | 0.12% | -12.3% | Q3 2014 |
| DASH | $604M | 2.00% | Not reported | +22.0% | Q1 2025 |
| LLY | $593M | 1.96% | 0.08% | -35.0% | Q3 2016 |
| AMD | $558M | 1.84% | 0.21% | Not reported | Q3 2021 |
| APH | $549M | 1.81% | 0.36% | +136124.2% | Q3 2024 |
| SHOP | $484M | 1.60% | 0.83% | +25.9% | Q3 2020 |
 ETN | $380M | 1.26% | 0.26% | +24.2% | Q2 2024 |
| CDNS | $374M | 1.24% | 0.39% | New | Q3 2025 |
| BKNG | $357M | 1.18% | 0.20% | -23.5% | Q1 2018 |
| SYK | $348M | 1.15% | 0.25% | -2.3% | Q2 2016 |
| MCO | $348M | 1.15% | 0.41% | Not reported | Q4 2015 |
| AXON | $327M | 1.08% | 0.58% | +21.4% | Q1 2025 |
| ECL | $323M | 1.07% | 0.42% | -2.0% | Q3 2013 |
| HWM | $316M | 1.04% | 0.40% | -5.9% | Q4 2024 |
| ISRG | $305M | 1.01% | 0.19% | -49.3% | Q1 2016 |
| GE | $303M | 1.00% | 0.10% | -15.2% | Q1 2024 |
| HLT | $292M | 0.96% | 0.48% | -40.7% | Q4 2013 |
| PLTR | $275M | 0.91% | 0.06% | -17.1% | Q1 2025 |
| ANET | $237M | 0.78% | 0.13% | Not reported | Q3 2024 |
| ARES | $233M | 0.77% | 0.47% | +56.0% | Q2 2025 |
| VRT | $202M | 0.67% | 0.35% | -62.5% | Q2 2025 |
 MELI | $197M | 0.65% | 0.17% | Not reported | Q3 2018 |
 CVNA | $183M | 0.60% | Not reported | Not reported | Q1 2021 |
| ADI | $143M | 0.47% | 0.12% | +32564.4% | Q2 2021 |
| KLAC | $109M | 0.36% | 0.08% | -4.9% | Q2 2025 |
| COMP | $55.7M | 0.18% | 1.24% | Not reported | Q2 2021 |
 FIX | $26.7M | 0.09% | 0.09% | +11.4% | Q2 2025 |
 SAIL | $16.6M | 0.05% | 0.14% | -5.8% | Q1 2025 |
| PWR | $3.31M | 0.01% | 0.01% | New | Q3 2025 |
| LRCX | $3.04M | 0.01% | 0.00% | -99.7% | Q4 2022 |
| TT | $2.3M | 0.01% | 0.00% | -99.4% | Q4 2023 |
| GOOGL | $2.26M | 0.01% | 0.00% | -1.5% | Q4 2015 |
| KKR | $1.7M | 0.01% | 0.00% | +109.7% | Q4 2023 |
| ORLY | $1.66M | 0.01% | 0.00% | -4.7% | Q1 2016 |
| CMG | $1.46M | 0.00% | 0.00% | -99.7% | Q4 2013 |