Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings66 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 15.6M | $3.1B | 10.7% | $120.49 | +74.01% | 28 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL C | 8.8M | $3.1B | 10.7% | $274.93 | +23.34% | 31 qtrssince 2018-Q4 | Increased 79 |
BROADCOM INC | 4.6M | $1.8B | 6.0% | $183.67 | +93.60% | 13 qtrssince 2023-Q2 | Decreased 0 |
APPLE INC | 4.9M | $1.4B | 4.9% | $178.07 | +76.03% | 16 qtrssince 2022-Q3 | Decreased 0 |
AMAZON.COM INC | 4.3M | $1B | 3.5% | $124.95 | +108.31% | 31 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2.3M | $856.2M | 2.9% | $202.89 | +144.64% | 31 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 1.5M | $848.2M | 2.9% | $185.16 | +159.74% | 4 qtrssince 2025-Q3 | Decreased 0 |
ELI LILLY & CO | 693,624 | $832M | 2.9% | $664.22 | +79.07% | 13 qtrssince 2023-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.3M | $753.9M | 2.6% | $316.50 | +82.03% | 14 qtrssince 2023-Q1 | Decreased 0 |
HILTON WORLDWIDE HLDGS | 2.2M | $722.8M | 2.5% | $238.38 | +39.51% | 22 qtrssince 2021-Q1 | Increased 67 |
ASML HOLDING NV-NY REG SHS | 348,356 | $693M | 2.4% | $1,316.11 | +32.64% | 3 qtrssince 2025-Q4 | Decreased 0 |
MICRON TECHNOLOGY INC | 559,488 | $645.8M | 2.2% | $379.68 | +147.16% | 2 qtrssince 2026-Q1 | Decreased 0 |
GENERAL ELECTRIC CO COM STOCK | 1.7M | $638.4M | 2.2% | $256.10 | +38.38% | 10 qtrssince 2024-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 3.5M | $592M | 2.0% | $152.40 | +32.71% | 4 qtrssince 2025-Q3 | Increased 80 |
LUMENTUM HOLDINGS INC | 595,561 | $511M | 1.8% | $858.06 | +9.44% | 1 qtr | New 72 |
VISA INC-CLASS A SHARES | 1.5M | $505.1M | 1.7% | $347.35 | +10.52% | 31 qtrssince 2018-Q4 | Increased 54 |
SEAGATE TECHNOLOGY HOLDINGS | 517,006 | $498.9M | 1.7% | $965.00 | -12.29% | 1 qtr | New 72 |
TESLA INC | 1.2M | $483.8M | 1.7% | $345.37 | +0.13% | 8 qtrssince 2024-Q3 | Decreased 0 |
KLA CORP | 1.5M | $460M | 1.6% | $281.73 | -34.75% | 5 qtrssince 2025-Q2 | Increased 79 |
JOHNSON CONTROLS INTERNATION | 2.9M | $430.5M | 1.5% | $146.11 | -1.22% | 1 qtr | New 71 |
Winslow Capital Management, LLC manages $29.1B across 66 positions as of Q2 2026. Top holdings: NVDA (10.7%), GOOG (10.7%), AVGO (6.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 14 new positions, 8 exits, 19 increased. Top move: ANET (INCREASED, conviction 80). Portfolio: $29.1B across 66 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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