Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings65 positions
MICROSOFT CORP | 6.3M | $2.4B | 9.4% | $181.78 | +104.11% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 9.9M | $1.9B | 7.5% | $122.50 | +55.31% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 16.2M | $1.8B | 7.0% | $15.65 | +590.70% | 23 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 6.8M | $1.5B | 6.0% | $150.00 | +47.18% | 11 qtrssince 2022-Q3 | Decreased 0 |
META PLATFORMS INC | 2.3M | $1.3B | 5.4% | $320.72 | +78.84% | 9 qtrssince 2023-Q1 | Decreased 0 |
BROADCOM INC | 5.8M | $973.5M | 3.9% | $105.58 | +56.77% | 8 qtrssince 2023-Q2 | Increased 75 |
ELI LILLY & CO | 1.1M | $941.8M | 3.8% | $658.90 | +24.03% | 8 qtrssince 2023-Q2 | Increased 80 |
MASTERCARD INCORPORATED | 1.3M | $727.8M | 2.9% | $363.51 | +49.41% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 1.1M | $619.4M | 2.5% | $317.42 | +73.28% | 4 qtrssince 2024-Q2 | Decreased 0 |
VISA INC | 1.7M | $598.6M | 2.4% | $346.24 | +0.07% | 26 qtrssince 2018-Q4 | Increased 87 |
ALPHABET INC | 3.7M | $569.1M | 2.3% | $80.01 | +92.37% | 26 qtrssince 2018-Q4 | Decreased 0 |
LAM RESEARCH CORP | 7.8M | $564.9M | 2.3% | $77.17 | -6.64% | 3 qtrssince 2024-Q3 | Increased 78 |
INTUITIVE SURGICAL INC | 1.1M | $553.2M | 2.2% | $300.92 | +64.58% | 14 qtrssince 2021-Q4 | Increased 56 |
SERVICENOW INC | 668,019 | $531.8M | 2.1% | $106.17 | +49.97% | 20 qtrssince 2020-Q2 | Increased 67 |
NETFLIX INC. | 561,159 | $523.3M | 2.1% | $60.25 | +54.77% | 8 qtrssince 2023-Q2 | Increased 70 |
FAIR ISAAC CORP | 266,414 | $491.3M | 2.0% | $1,627.53 | +12.76% | 4 qtrssince 2024-Q2 | Increased 73 |
ALPHABET INC | 3.1M | $485.1M | 1.9% | $77.03 | +101.87% | 26 qtrssince 2018-Q4 | Decreased 0 |
LPL FINL HLDGS INC | 1.5M | $476.9M | 1.9% | $336.08 | 0.00% | 1 qtr | New 71 |
GE AEROSPACE | 2.3M | $464.4M | 1.9% | $155.78 | +27.45% | 5 qtrssince 2024-Q1 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 8.9M | $447.5M | 1.8% | $34.70 | +44.72% | 21 qtrssince 2020-Q1 | Increased 56 |
Winslow Capital Management, LLC manages $25.1B across 65 positions as of Q1 2025. Top holdings: MSFT (9.4%), AMZN (7.5%), NVDA (7.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 9 new positions, 12 exits, 15 increased. Top move: V (INCREASED, conviction 87). Portfolio: $25.1B across 65 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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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