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Winslow Capital Management, LLC — 13F Holdings & Portfolio

CIK 900973 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Winslow Capital Management, LLC manages $29.06B in 13F-reported U.S. long-equity assets across 163 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (5.71%), NVDA (5.25%), NVDA (3.34%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 8, added to 26, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4400 IDS CENTER
80 SOUTH 8TH ST
MINNEAPOLIS, MN 55402
Phone
(612) 376-9122
Filing Manager
Winslow Capital Management, LLC
MINNEAPOLIS, MN
Signatory
Heather Geiman
Managing Director, Compliance Officer
Loading holdings…
AUM

$29.06B

Long-equity book

Holdings

163

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+14 / −8 / ↑26 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Alphabet Inc$1.20B +63.2%
  • Advanced Micro Devices Inc.$462.6M +120.0%
  • Micron Technology Inc.$448.6M +227.5%
  • Arista Networks Inc$338.5M +133.5%
  • ASML Holding NV$229.9M +49.6%
Show all 26 →

Top Trims

  • Apple Inc-$938.5M -39.9%
  • Microsoft Corporation-$805.3M -48.5%
  • NETFLIX COM INC COM-$602.1M -99.9%
  • Intuitive Surgical Inc-$532.0M -99.4%
  • Snowflake Inc-$485.2M -99.7%
Show all 21 →

New Positions

  • Lumentum Holdings Inc$511.0M
  • Seagate Technology Holdings Plc$498.9M
  • Johnson Controls International plc$430.5M
  • Caterpillar Inc.$373.5M
  • Affirm Holdings Inc$373.3M
Show all 14 →

Exited Positions

  • Booking Holdings Inc$345.7M
  • Intuit Inc$281.7M
  • Stryker Corp.$144.6M
  • CME Group Inc$144.2M
  • ServiceNow Inc$52.3M
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Alphabet Inc GOOG 02079K107 $1.66B 5.71% 4,699,329 SH
2 NVIDIA Corp NVDA 67066G104 $1.53B 5.25% 7,623,751 SH
3 NVIDIA Corp NVDA 67066G104 $969.7M 3.34% 4,846,070 SH
4 Broadcom Inc AVGO 11135F101 $938.2M 3.23% 2,483,720 SH
5 Alphabet Inc GOOG 02079K107 $896.4M 3.08% 2,537,000 SH
6 Apple Inc AAPL 037833100 $748.7M 2.58% 2,587,518 SH
7 Amazon.com Inc. AMZN 023135106 $628.9M 2.16% 2,638,841 SH
8 NVIDIA Corp NVDA 67066G104 $626.4M 2.16% 3,130,554 SH
9 Alphabet Inc GOOG 02079K107 $552.5M 1.90% 1,563,735 SH
10 Broadcom Inc AVGO 11135F101 $499.4M 1.72% 1,321,966 SH
11 Microsoft Corporation MSFT 594918104 $467.9M 1.61% 1,254,465 SH
12 Advanced Micro Devices Inc. AMD 007903107 $465.5M 1.60% 801,378 SH
13 KLA Corp. KLAC 482480100 $460.0M 1.58% 1,524,800 SH
14 Lilly(Eli) & Co LLY 532457108 $444.9M 1.53% 370,954 SH
15 Meta Platforms Inc META 30303M102 $419.4M 1.44% 744,590 SH
16 Apple Inc AAPL 037833100 $400.2M 1.38% 1,383,059 SH
17 Hilton Worldwide Holdings Inc HLT 43300A203 $375.7M 1.29% 1,137,030 SH
18 GE Aerospace GE 369604301 $348.5M 1.20% 932,429 SH
19 Arista Networks Inc ANET 040413205 $332.8M 1.15% 1,959,113 SH
20 Broadcom Inc AVGO 11135F101 $312.7M 1.08% 827,678 SH
21 Amphenol Corp. APH 032095101 $294.8M 1.01% 1,671,809 SH
22 ASML Holding NV ASML N07059210 $288.1M 0.99% 144,839 SH
23 Micron Technology Inc. MU 595112103 $285.3M 0.98% 247,136 SH
24 Visa Inc V 92826C839 $274.7M 0.95% 800,741 SH
25 Lumentum Holdings Inc LITE 55024U109 $274.5M 0.94% 319,958 SH
26 Seagate Technology Holdings Plc STX G7997R103 $270.6M 0.93% 280,375 SH
27 GE Vernova Inc. GEV 36828A101 $266.4M 0.92% 226,789 SH
28 Apple Inc AAPL 037833100 $262.5M 0.90% 907,079 SH
29 ASML Holding NV ASML N07059210 $248.8M 0.86% 125,045 SH
30 Lilly(Eli) & Co LLY 532457108 $242.9M 0.84% 202,498 SH
31 Amazon.com Inc. AMZN 023135106 $241.0M 0.83% 1,011,040 SH
32 Tesla Inc TSLA 88160R101 $240.8M 0.83% 572,447 SH
33 Advanced Micro Devices Inc. AMD 007903107 $239.7M 0.82% 412,600 SH
34 Microsoft Corporation MSFT 594918104 $232.7M 0.80% 623,937 SH
35 Johnson Controls International plc JCI G51502105 $231.1M 0.80% 1,581,912 SH
36 Micron Technology Inc. MU 595112103 $229.7M 0.79% 198,960 SH
37 Vertiv Holdings Co VRT 92537N108 $215.9M 0.74% 644,788 SH
38 Hilton Worldwide Holdings Inc HLT 43300A203 $211.1M 0.73% 638,932 SH
39 Trane Technologies plc TT G8994E103 $211.1M 0.73% 429,749 SH
40 Caterpillar Inc. CAT 149123101 $208.9M 0.72% 196,179 SH
41 Howmet Aerospace Inc HWM 443201108 $208.1M 0.72% 773,884 SH
42 Mastercard Incorporated MA 57636Q104 $204.7M 0.70% 398,632 SH
43 Analog Devices Inc. ADI 032654105 $202.1M 0.70% 508,952 SH
44 Meta Platforms Inc META 30303M102 $198.4M 0.68% 352,296 SH
45 Texas Instruments Inc. TXN 882508104 $193.9M 0.67% 650,600 SH
46 Ecolab, Inc. ECL 278865100 $192.4M 0.66% 690,582 SH
47 Lam Research Corp. LRCX 512807306 $186.3M 0.64% 430,000 SH
48 Mckesson Corporation MCK 58155Q103 $181.3M 0.62% 239,973 SH
49 Parker-Hannifin Corp. PH 701094104 $177.7M 0.61% 181,683 SH
50 GE Aerospace GE 369604301 $177.3M 0.61% 474,518 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $29.06B 163 0000900973-26-000006
2026-03-31 2026-05-14 $25.65B 149 0000900973-26-000004
2025-12-31 2026-02-12 $29.80B 143 0000900973-26-000002
2025-09-30 2025-11-13 $30.27B 139 0000900973-25-000012