Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings63 positions
Microsoft Corp. | 6.7M | $3.3B | 11.2% | $202.89 | +142.76% | 27 qtrssince 2018-Q4 | Increased 67 |
NVIDIA Corp. | 17.1M | $2.7B | 9.0% | $23.26 | +577.64% | 24 qtrssince 2019-Q3 | Increased 66 |
Amazon.com, Inc. | 8.8M | $1.9B | 6.5% | $122.50 | +79.09% | 27 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 2.3M | $1.7B | 5.7% | $320.72 | +129.20% | 10 qtrssince 2023-Q1 | Decreased 0 |
Apple Inc. | 7.2M | $1.5B | 4.9% | $153.38 | +33.12% | 12 qtrssince 2022-Q3 | Increased 63 |
Broadcom Inc | 4.9M | $1.4B | 4.5% | $105.58 | +158.70% | 9 qtrssince 2023-Q2 | Decreased 0 |
Eli Lilly & Co. | 1.2M | $931.4M | 3.1% | $664.10 | +16.39% | 9 qtrssince 2023-Q2 | Increased 61 |
Visa Inc | 2.4M | $847.7M | 2.8% | $347.77 | +1.11% | 27 qtrssince 2018-Q4 | Increased 72 |
Lam Research Corporation | 8.3M | $808.9M | 2.7% | $78.44 | +23.28% | 4 qtrssince 2024-Q3 | Increased 58 |
Netflix, Inc. | 587,786 | $787.1M | 2.6% | $63.59 | +110.58% | 9 qtrssince 2023-Q2 | Increased 57 |
INTUIT | 993,711 | $782.7M | 2.6% | $777.83 | 0.00% | 1 qtr | New 82 |
MasterCard Incorporated | 1.4M | $766.3M | 2.6% | $368.63 | +51.29% | 27 qtrssince 2018-Q4 | Increased 56 |
Intuitive Surgical Inc. | 1.3M | $729.5M | 2.4% | $341.66 | +59.05% | 15 qtrssince 2021-Q4 | Increased 65 |
Snowflake Inc | 3.2M | $725.7M | 2.4% | $222.61 | 0.00% | 1 qtr | New 82 |
SPOTIFY TECHNOLOGY S A | 930,868 | $714.3M | 2.4% | $317.42 | +141.74% | 5 qtrssince 2024-Q2 | Decreased 0 |
Servicenow Inc | 614,376 | $631.6M | 2.1% | $106.17 | +93.66% | 21 qtrssince 2020-Q2 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 10.7M | $601.1M | 2.0% | $38.29 | +46.64% | 22 qtrssince 2020-Q1 | Increased 64 |
Hilton Worldwide Holdings Inc | 1.9M | $504.5M | 1.7% | $174.28 | +52.44% | 18 qtrssince 2021-Q1 | Increased 72 |
Booking Holdings Inc | 86,385 | $500.1M | 1.7% | $173.17 | +32.60% | 6 qtrssince 2024-Q1 | Decreased 0 |
Vertiv Holdings Co | 3.6M | $459.3M | 1.5% | $128.24 | 0.00% | 1 qtr | New 71 |
Winslow Capital Management, LLC manages $29.9B across 63 positions as of Q2 2025. Top holdings: MSFT (11.2%), NVDA (9.0%), AMZN (6.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 8 new positions, 10 exits, 21 increased. Top move: INTU (NEW, conviction 82). Portfolio: $29.9B across 63 positions.
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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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