Winslow Capital Management, LLC 13F Holdings
Winslow Capital Management, LLC's holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$29.1B
Largest holding
NVIDIA Corp
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| Alphabet Inc | +2.16M sh | $690.6M | 10.70% |
| Lumentum Holdings Inc | New position | $511.0M | 1.76% |
| Seagate Technology Holdings Plc | New position | $498.9M | 1.72% |
| Johnson Controls International plc | New position | $430.5M | 1.48% |
| Caterpillar Inc. | New position | $373.5M | 1.29% |
| Affirm Holdings Inc | New position | $373.3M | 1.28% |
| MSCI Inc | New position | $296.6M | 1.02% |
| Sandisk Corp | New position | $295.3M | 1.02% |
| Woodward Inc | New position | $293.6M | 1.01% |
| Axon Enterprise Inc | New position | $283.0M | 0.97% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| Apple Inc | -4.38M sh | -$1.2B | 4.86% |
| Microsoft Corporation | -2.19M sh | -$815.0M | 2.95% |
| Snowflake Inc | -3.22M sh | -$652.7M | 0.00% |
| NETFLIX COM INC COM | -6.26M sh | -$524.4M | 0.00% |
| Intuitive Surgical Inc | -1.15M sh | -$495.0M | 0.01% |
| Booking Holdings Inc | Sold out | -$345.7M | 0.00% |
| SPOTIFY TECHNOLOGY S A SHS | -618,100 sh | -$291.8M | 0.00% |
| Intuit Inc | Sold out | -$281.7M | 0.00% |
| Amazon.com Inc. | -1.11M sh | -$247.9M | 3.53% |
| Meta Platforms Inc | -400,500 sh | -$227.4M | 2.59% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| NVIDIA Corp | $3.1B | 10.74% | -6.33% |
| Alphabet Inc | $3.1B | 10.70% | +32.48% |
| Broadcom Inc | $1.8B | 6.02% | -9.41% |
| Apple Inc | $1.4B | 4.86% | -47.32% |
| Amazon.com Inc. | $1.0B | 3.53% | -20.50% |
| Microsoft Corporation | $856.2M | 2.95% | -48.86% |
| Advanced Micro Devices Inc. | $848.2M | 2.92% | -22.96% |
| Lilly(Eli) & Co | $832.0M | 2.86% | -8.44% |
| Meta Platforms Inc | $753.9M | 2.59% | -23.04% |
| Hilton Worldwide Holdings Inc | $722.8M | 2.49% | +25.34% |
| ASML Holding NV | $693.0M | 2.38% | -0.66% |
| Micron Technology Inc. | $645.8M | 2.22% | -4.14% |
| GE Aerospace | $638.4M | 2.20% | -28.43% |
| Arista Networks Inc | $592.0M | 2.04% | +68.74% |
| Lumentum Holdings Inc | $511.0M | 1.76% | New |
| Visa Inc | $505.1M | 1.74% | +8.51% |
| Seagate Technology Holdings Plc | $498.9M | 1.72% | New |
| Tesla Inc | $483.8M | 1.66% | -21.18% |
| KLA Corp. | $460.0M | 1.58% | -4.74% |
| Johnson Controls International plc | $430.5M | 1.48% | New |
| GE Vernova Inc. | $423.9M | 1.46% | -32.43% |
| Analog Devices Inc. | $396.8M | 1.37% | +10.22% |
| Trane Technologies plc | $393.3M | 1.35% | +1.05% |
| Vertiv Holdings Co | $389.2M | 1.34% | +34.42% |
| Howmet Aerospace Inc | $379.8M | 1.31% | -4.97% |
| Caterpillar Inc. | $373.5M | 1.29% | New |
| Affirm Holdings Inc | $373.3M | 1.28% | New |
| Mastercard Incorporated | $369.5M | 1.27% | -14.00% |
| Amphenol Corp. | $360.5M | 1.24% | +53.95% |
| Ecolab, Inc. | $350.6M | 1.21% | +138.03% |
| Elanco Animal Health Inc | $332.5M | 1.14% | -0.76% |
| Applovin Corp | $329.9M | 1.14% | +48.27% |
| Parker-Hannifin Corp. | $318.1M | 1.09% | -14.85% |
| Mckesson Corporation | $317.8M | 1.09% | +10.79% |
| C.H. Robinson Worldwide, Inc. | $307.1M | 1.06% | +3.02% |
| Quanta Services, Inc. | $303.5M | 1.04% | -39.79% |
| MSCI Inc | $296.6M | 1.02% | New |
| Sandisk Corp | $295.3M | 1.02% | New |
| Woodward Inc | $293.6M | 1.01% | New |
| Morgan Stanley | $286.8M | 0.99% | +42.11% |
| Axon Enterprise Inc | $283.0M | 0.97% | New |
| O`Reilly Automotive, Inc. | $278.3M | 0.96% | +2.42% |
| Celestica, Inc. | $260.6M | 0.90% | New |
| Palantir Technologies Inc | $230.6M | 0.79% | -42.74% |
| Space Exploration Technologies Corp. | $229.8M | 0.79% | New |
| Oracle Corp. | $225.3M | 0.78% | +226.10% |
| Shopify Inc | $219.2M | 0.75% | -36.52% |
| Texas Instruments Inc. | $194.0M | 0.67% | -5.16% |
| Lam Research Corp. | $192.5M | 0.66% | +2944.51% |
| Compass Inc | $85.5M | 0.29% | +0.00% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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