Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings60 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 18.7M | $3.5B | 11.5% | $120.49 | +50.92% | 25 qtrssince 2019-Q3 | Increased 68 |
MICROSOFT CORP | 6.6M | $3.4B | 11.3% | $201.82 | +154.50% | 28 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 8.5M | $2.2B | 7.2% | $169.16 | +49.97% | 13 qtrssince 2022-Q3 | Increased 73 |
AMAZON.COM INC | 8.1M | $1.8B | 5.9% | $124.95 | +77.81% | 28 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.1M | $1.5B | 5.1% | $316.50 | +134.69% | 11 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC-CL C | 6.2M | $1.5B | 5.0% | $243.92 | +0.12% | 28 qtrssince 2018-Q4 | Increased 94 |
BROADCOM INC | 4.4M | $1.4B | 4.8% | $163.69 | +99.94% | 10 qtrssince 2023-Q2 | Decreased 0 |
ORACLE CORP | 3.3M | $916.5M | 3.0% | $217.10 | +29.68% | 5 qtrssince 2024-Q3 | Increased 85 |
SNOWFLAKE INC-CLASS A | 4M | $908.7M | 3.0% | $223.13 | +0.95% | 2 qtrssince 2025-Q2 | Increased 71 |
TESLA INC | 1.9M | $835.8M | 2.8% | $345.37 | +28.33% | 5 qtrssince 2024-Q3 | Increased 70 |
SPOTIFY TECHNOLOGY SA | 1M | $717.3M | 2.4% | $356.18 | +104.52% | 6 qtrssince 2024-Q2 | Increased 60 |
SERVICENOW INC | 759,853 | $699.3M | 2.3% | $121.40 | +55.00% | 22 qtrssince 2020-Q2 | Increased 66 |
VISA INC-CLASS A SHARES | 2M | $699.1M | 2.3% | $347.77 | -2.62% | 28 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.2M | $693.9M | 2.3% | $369.71 | +53.24% | 28 qtrssince 2018-Q4 | Decreased 0 |
INTUIT INC | 970,926 | $663.1M | 2.2% | $772.68 | -10.42% | 2 qtrssince 2025-Q2 | Decreased 0 |
NETFLIX INC | 515,684 | $618.3M | 2.0% | $63.17 | +90.97% | 10 qtrssince 2023-Q2 | Decreased 0 |
DOORDASH INC - A | 2.2M | $604.2M | 2.0% | $198.99 | +36.94% | 3 qtrssince 2025-Q1 | Increased 60 |
ELI LILLY & CO | 777,133 | $593M | 2.0% | $664.10 | +14.17% | 10 qtrssince 2023-Q2 | Decreased 0 |
ADVANCED MICRO DEVICES | 3.4M | $557.9M | 1.8% | $161.79 | 0.00% | 1 qtr | New 72 |
AMPHENOL CORP-CL A | 4.4M | $548.9M | 1.8% | $120.74 | +0.03% | 5 qtrssince 2024-Q3 | Increased 80 |
Winslow Capital Management, LLC manages $30.3B across 60 positions as of Q3 2025. Top holdings: NVDA (11.5%), MSFT (11.3%), AAPL (7.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 7 new positions, 10 exits, 18 increased. Top move: GOOG (INCREASED, conviction 94). Portfolio: $30.3B across 60 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