Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings66 positions
 NVIDIA Corporation | 15.6M | $3.1B | 10.7% | $36.80 | +358.91% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 8.8M | $3.1B | 10.7% | $272.76 | +4.46% | 31 qtrssince 2018-Q4 | Increased 79 |
 Broadcom Inc. | 4.6M | $1.8B | 6.0% | $134.67 | +146.51% | 13 qtrssince 2023-Q2 | Decreased 0 |
 Apple Inc. | 4.9M | $1.4B | 4.9% | $178.07 | +95.72% | 16 qtrssince 2022-Q3 | Decreased 0 |
 Amazon.com, Inc. | 4.3M | $1B | 3.5% | $122.50 | +121.11% | 31 qtrssince 2018-Q4 | Decreased 0 |
 Microsoft Corporation | 2.3M | $856.2M | 2.9% | $202.89 | +162.78% | 31 qtrssince 2018-Q4 | Decreased 0 |
 Advanced Micro Devices, Inc. | 1.5M | $848.2M | 2.9% | $185.16 | +178.25% | 4 qtrssince 2025-Q3 | Decreased 0 |
 Eli Lilly and Company | 693,624 | $832M | 2.9% | $664.22 | +115.63% | 13 qtrssince 2023-Q2 | Decreased 0 |
 Meta Platforms, Inc. | 1.3M | $753.9M | 2.6% | $320.72 | +99.98% | 14 qtrssince 2023-Q1 | Decreased 0 |
 Hilton Worldwide Holdings Inc. | 2.2M | $722.8M | 2.5% | $238.38 | +59.31% | 22 qtrssince 2021-Q1 | Increased 67 |
 ASML Holding N.V. | 348,356 | $693M | 2.4% | $1,314.37 | +14.72% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Micron Technology, Inc. | 559,488 | $645.8M | 2.2% | $337.73 | +114.70% | 2 qtrssince 2026-Q1 | Decreased 0 |
 GE Aerospace | 1.7M | $638.4M | 2.2% | — | — | 10 qtrssince 2024-Q1 | Decreased 0 |
 Arista Networks, Inc. | 3.5M | $592M | 2.0% | $153.30 | +20.70% | 4 qtrssince 2025-Q3 | Increased 80 |
 Lumentum Holdings Inc. | 595,561 | $511M | 1.8% | $858.06 | -31.76% | 1 qtr | New 72 |
 Visa Inc. | 1.5M | $505.1M | 1.7% | $346.71 | +22.00% | 31 qtrssince 2018-Q4 | Increased 54 |
 Seagate Technology Holdings PLC | 517,006 | $498.9M | 1.7% | $964.23 | -47.98% | 1 qtr | New 72 |
 Tesla, Inc. | 1.2M | $483.8M | 1.7% | $343.04 | +10.71% | 8 qtrssince 2024-Q3 | Decreased 0 |
 KLA Corporation | 1.5M | $460M | 1.6% | $112.09 | +36.49% | 5 qtrssince 2025-Q2 | Decreased 0 |
 Johnson Controls International plc | 2.9M | $430.5M | 1.5% | $145.70 | -3.14% | 1 qtr | New 71 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $25,070,806,667 | -10.9330108705% |
| 2025-Q2 | $29,941,487,823 | 19.4277001961% |
| 2025-Q3 | $30,272,567,624 | 1.10575600971% |
| 2025-Q4 | $29,802,721,291 | -1.55205312888% |
| 2026-Q1 | $25,648,413,845 | -13.9393560925% |
| 2026-Q2 | $29,059,630,524 | 13.2999128118% |
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: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 14 new positions, 8 exits, 16 increased. Top move: ANET (INCREASED, conviction 80). Portfolio: $29.1B across 66 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
Verify source filings on SEC EDGAR