Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings61 positions
Microsoft Corp. | 7.2M | $3.1B | 11.2% | $181.78 | +133.04% | 24 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp. | 18.5M | $2.3B | 8.1% | $15.65 | +673.81% | 21 qtrssince 2019-Q3 | Decreased 0 |
Amazon.com, Inc. | 10.9M | $2B | 7.3% | $122.50 | +52.10% | 24 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 7.6M | $1.8B | 6.4% | $150.00 | +54.05% | 9 qtrssince 2022-Q3 | Decreased 0 |
Meta Platforms Inc | 2.6M | $1.5B | 5.3% | $320.72 | +77.33% | 7 qtrssince 2023-Q1 | Increased 75 |
Broadcom Inc | 6.4M | $1.1B | 4.0% | $85.56 | +98.18% | 6 qtrssince 2023-Q2 | Increased 94 |
SPOTIFY TECHNOLOGY S A | 1.9M | $711.3M | 2.6% | $317.42 | +16.10% | 2 qtrssince 2024-Q2 | Increased 58 |
Alphabet Inc. | 4.3M | $709.3M | 2.5% | $74.88 | +119.94% | 24 qtrssince 2018-Q4 | Decreased 0 |
Eli Lilly & Co. | 771,113 | $683.2M | 2.5% | $583.46 | +49.75% | 6 qtrssince 2023-Q2 | Increased 68 |
MasterCard Incorporated | 1.4M | $683M | 2.5% | $363.51 | +34.23% | 24 qtrssince 2018-Q4 | Increased 80 |
Intuitive Surgical Inc. | 1.3M | $644.9M | 2.3% | $294.39 | +66.88% | 12 qtrssince 2021-Q4 | Decreased 0 |
Alphabet Inc. | 3.7M | $618.2M | 2.2% | $71.23 | +133.09% | 24 qtrssince 2018-Q4 | Decreased 0 |
GE Aerospace | 3M | $560.9M | 2.0% | $155.78 | +19.67% | 3 qtrssince 2024-Q1 | Increased 72 |
KKR & CO INC | 4.2M | $549M | 2.0% | $85.85 | +50.20% | 4 qtrssince 2023-Q4 | Decreased 0 |
TRANE TECHNOLOGIES PLC | 1.4M | $543.2M | 2.0% | $292.09 | +30.94% | 4 qtrssince 2023-Q4 | Decreased 0 |
Fair Isaac Corporation | 261,160 | $507.6M | 1.8% | $1,488.66 | +28.95% | 2 qtrssince 2024-Q2 | Decreased 0 |
WORKDAY INC | 2M | $498.5M | 1.8% | $218.10 | +11.70% | 7 qtrssince 2023-Q1 | Increased 61 |
Servicenow Inc | 547,355 | $489.5M | 1.8% | $91.45 | +95.59% | 18 qtrssince 2020-Q2 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 3M | $485.3M | 1.7% | $168.99 | -2.91% | 6 qtrssince 2023-Q2 | Increased 79 |
Netflix, Inc. | 642,474 | $455.7M | 1.6% | $48.44 | +46.41% | 6 qtrssince 2023-Q2 | Increased 54 |
Winslow Capital Management, LLC manages $27.8B across 61 positions as of Q3 2024. Top holdings: MSFT (11.2%), NVDA (8.1%), AMZN (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 11 new positions, 5 exits, 14 increased. Top move: AVGO (INCREASED, conviction 94). Portfolio: $27.8B across 61 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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