Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings63 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 6.7M | $3.3B | 11.2% | $201.82 | +144.87% | 27 qtrssince 2018-Q4 | Increased 67 |
NVIDIA CORP | 17.1M | $2.7B | 9.0% | $114.92 | +37.25% | 24 qtrssince 2019-Q3 | Increased 66 |
AMAZON.COM INC | 8.8M | $1.9B | 6.5% | $124.95 | +78.71% | 27 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.3M | $1.7B | 5.7% | $316.50 | +131.45% | 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% | $162.55 | +68.35% | 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-CLASS A SHARES | 2.4M | $847.7M | 2.8% | $347.77 | +1.11% | 27 qtrssince 2018-Q4 | Increased 72 |
LAM RESEARCH CORP COM NEW | 8.3M | $808.9M | 2.7% | $72.05 | +34.43% | 11 qtrssince 2022-Q4 | Increased 58 |
NETFLIX INC | 587,786 | $787.1M | 2.6% | $63.17 | +109.44% | 9 qtrssince 2023-Q2 | Increased 57 |
INTUIT INC | 993,711 | $782.7M | 2.6% | $772.68 | 0.00% | 1 qtr | New 82 |
MASTERCARD INC - A | 1.4M | $766.3M | 2.6% | $369.71 | +48.23% | 27 qtrssince 2018-Q4 | Increased 56 |
INTUITIVE SURGICAL INC | 1.3M | $729.5M | 2.4% | $341.08 | +56.48% | 15 qtrssince 2021-Q4 | Increased 65 |
SNOWFLAKE INC-CLASS A | 3.2M | $725.7M | 2.4% | $222.61 | 0.00% | 1 qtr | New 82 |
SPOTIFY TECHNOLOGY SA | 930,868 | $714.3M | 2.4% | $317.46 | +143.37% | 5 qtrssince 2024-Q2 | Decreased 0 |
SERVICENOW INC | 614,376 | $631.6M | 2.1% | $105.59 | +93.66% | 21 qtrssince 2020-Q2 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 10.7M | $601.1M | 2.0% | $58.89 | -6.52% | 22 qtrssince 2020-Q1 | Increased 64 |
HILTON WORLDWIDE HLDGS | 1.9M | $504.5M | 1.7% | $174.88 | +51.65% | 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-A | 3.6M | $459.3M | 1.5% | $127.08 | 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: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 8 new positions, 10 exits, 21 increased. Top move: INTU (NEW, conviction 82). Portfolio: $29.9B across 63 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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