Winslow Capital Management, LLC
CIK: 900973
Holdings (66)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 13, 2026
- NVDA
NVIDIA Corp
$3.12B
15.60M sh10.74%-6.3% - GOOG
Alphabet Inc
$3.11B
8.80M sh10.70%+32.5% - AVGO
Broadcom Inc
$1.75B
4.63M sh6.02%-9.4% - AAPL
Apple Inc
$1.41B
4.88M sh4.86%-47.3% - AMZN
Amazon.com Inc.
$1.03B
4.30M sh3.53%-20.5% - MSFT
Microsoft Corporation
$856.17M
2.30M sh2.95%-48.9% - AMD
Advanced Micro Devices Inc.
$848.22M
1.46M sh2.92%-23.0% - LLY
Lilly(Eli) & Co
$831.95M
693,624 sh2.86%-8.4% - META
Meta Platforms Inc
$753.89M
1.34M sh2.59%-23.0% - HLT
Hilton Worldwide Holdings Inc
$722.77M
2.19M sh2.49%+25.3% - ASML
ASML Holding NV
$693.03M
348,356 sh2.38%-0.7% - MU
Micron Technology Inc.
$645.81M
559,488 sh2.22%-4.1% - GE
GE Aerospace
$638.41M
1.71M sh2.20%-28.4% - ANET
Arista Networks Inc
$592.03M
3.48M sh2.04%+68.7% - LITE
Lumentum Holdings Inc
$511.03M
595,561 sh1.76%New - V
Visa Inc
$505.11M
1.47M sh1.74%+8.5% - STX
Seagate Technology Holdings Plc
$498.91M
517,006 sh1.72%New - TSLA
Tesla Inc
$483.77M
1.15M sh1.66%-21.2% - KLAC
KLA Corp.
$460.05M
1.52M sh1.58%-5.2% - JCI
Johnson Controls International plc
$430.45M
2.95M sh1.48%New - GEV
GE Vernova Inc.
$423.89M
360,801 sh1.46%-32.4% - ADI
Analog Devices Inc.
$396.8M
999,060 sh1.37%+10.2% - TT
Trane Technologies plc
$393.35M
800,850 sh1.35%+1.1% - VRT
Vertiv Holdings Co
$389.18M
1.16M sh1.34%+34.4% - HWM
Howmet Aerospace Inc
$379.82M
1.41M sh1.31%-5.0% - CAT
Caterpillar Inc.
$373.54M
350,774 sh1.29%New - AFRM
Affirm Holdings Inc
$373.3M
4.58M sh1.28%New - MA
Mastercard Incorporated
$369.53M
719,495 sh1.27%-14.0% - APH
Amphenol Corp.
$360.47M
2.04M sh1.24%+54.0% - ECL
Ecolab, Inc.
$350.56M
1.26M sh1.21%+138.0% - ELAN
Elanco Animal Health Inc
$332.51M
13.51M sh1.14%-0.8% - APP
Applovin Corp
$329.93M
640,362 sh1.14%+48.3% - PH
Parker-Hannifin Corp.
$318.05M
325,169 sh1.09%-14.8% - MCK
Mckesson Corporation
$317.76M
420,541 sh1.09%+10.8% - CHRW
C.H. Robinson Worldwide, Inc.
$307.14M
1.63M sh1.06%+3.0% - PWR
Quanta Services, Inc.
$303.46M
421,452 sh1.04%-39.8% - MSCI
MSCI Inc
$296.63M
529,653 sh1.02%New - SNDK
Sandisk Corp
$295.3M
129,876 sh1.02%New - WWD
Woodward Inc
$293.63M
690,171 sh1.01%New - MS
Morgan Stanley
$286.81M
1.37M sh0.99%+42.1% - AXON
Axon Enterprise Inc
$283.01M
504,819 sh0.97%New - ORLY
O`Reilly Automotive, Inc.
$278.35M
3.02M sh0.96%+2.4% - CLS
Celestica, Inc.
$260.6M
714,367 sh0.90%New - PLTR
Palantir Technologies Inc
$230.56M
1.98M sh0.79%-42.7% - SPCX
Space Exploration Technologies Corp.
$229.83M
1.35M sh0.79%New - ORCL
Oracle Corp.
$225.33M
1.54M sh0.78%+226.1% - SHOP
Shopify Inc
$219.19M
1.92M sh0.75%-36.5% - TXN
Texas Instruments Inc.
$193.96M
650,733 sh0.67%-5.2% - LRCX
Lam Research Corp.
$192.47M
444,164 sh0.66%+2944.5% - COMP
Compass Inc
$85.5M
6.93M sh0.29%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 NVDA NVIDIA Corp | 15.60M | $3.12B | -6.3% | 10.74% | Q2 2026 |
 GOOG Alphabet Inc | 8.80M | $3.11B | +32.5% | 10.70% | Q2 2026 |
 AVGO Broadcom Inc | 4.63M | $1.75B | -9.4% | 6.02% | Q2 2026 |
 AAPL Apple Inc | 4.88M | $1.41B | -47.3% | 4.86% | Q2 2026 |
 AMZN Amazon.com Inc. | 4.30M | $1.03B | -20.5% | 3.53% | Q2 2026 |
 MSFT Microsoft Corporation | 2.30M | $856.17M | -48.9% | 2.95% | Q2 2026 |
 AMD Advanced Micro Devices Inc. | 1.46M | $848.22M | -23.0% | 2.92% | Q2 2026 |
 LLY Lilly(Eli) & Co | 693,624 | $831.95M | -8.4% | 2.86% | Q2 2026 |
 META Meta Platforms Inc | 1.34M | $753.89M | -23.0% | 2.59% | Q2 2026 |
 HLT Hilton Worldwide Holdings Inc | 2.19M | $722.77M | +25.3% | 2.49% | Q2 2026 |
 ASML ASML Holding NV | 348,356 | $693.03M | -0.7% | 2.38% | Q2 2026 |
 MU Micron Technology Inc. | 559,488 | $645.81M | -4.1% | 2.22% | Q2 2026 |
 GE GE Aerospace | 1.71M | $638.41M | -28.4% | 2.20% | Q2 2026 |
 ANET Arista Networks Inc | 3.48M | $592.03M | +68.7% | 2.04% | Q2 2026 |
 LITE Lumentum Holdings Inc | 595,561 | $511.03M | New | 1.76% | Q2 2026 |
 V Visa Inc | 1.47M | $505.11M | +8.5% | 1.74% | Q2 2026 |
 STX Seagate Technology Holdings Plc | 517,006 | $498.91M | New | 1.72% | Q2 2026 |
 TSLA Tesla Inc | 1.15M | $483.77M | -21.2% | 1.66% | Q2 2026 |
 KLAC KLA Corp. | 1.52M | $460.05M | -5.2% | 1.58% | Q2 2026 |
 JCI Johnson Controls International plc | 2.95M | $430.45M | New | 1.48% | Q2 2026 |
 GEV GE Vernova Inc. | 360,801 | $423.89M | -32.4% | 1.46% | Q2 2026 |
 ADI Analog Devices Inc. | 999,060 | $396.8M | +10.2% | 1.37% | Q2 2026 |
 TT Trane Technologies plc | 800,850 | $393.35M | +1.1% | 1.35% | Q2 2026 |
 VRT Vertiv Holdings Co | 1.16M | $389.18M | +34.4% | 1.34% | Q2 2026 |
 HWM Howmet Aerospace Inc | 1.41M | $379.82M | -5.0% | 1.31% | Q2 2026 |
 CAT Caterpillar Inc. | 350,774 | $373.54M | New | 1.29% | Q2 2026 |
 AFRM Affirm Holdings Inc | 4.58M | $373.3M | New | 1.28% | Q2 2026 |
 MA Mastercard Incorporated | 719,495 | $369.53M | -14.0% | 1.27% | Q2 2026 |
 APH Amphenol Corp. | 2.04M | $360.47M | +54.0% | 1.24% | Q2 2026 |
 ECL Ecolab, Inc. | 1.26M | $350.56M | +138.0% | 1.21% | Q2 2026 |
 ELAN Elanco Animal Health Inc | 13.51M | $332.51M | -0.8% | 1.14% | Q2 2026 |
 APP Applovin Corp | 640,362 | $329.93M | +48.3% | 1.14% | Q2 2026 |
 PH Parker-Hannifin Corp. | 325,169 | $318.05M | -14.8% | 1.09% | Q2 2026 |
 MCK Mckesson Corporation | 420,541 | $317.76M | +10.8% | 1.09% | Q2 2026 |
 CHRW C.H. Robinson Worldwide, Inc. | 1.63M | $307.14M | +3.0% | 1.06% | Q2 2026 |
 PWR Quanta Services, Inc. | 421,452 | $303.46M | -39.8% | 1.04% | Q2 2026 |
 MSCI MSCI Inc | 529,653 | $296.63M | New | 1.02% | Q2 2026 |
 SNDK Sandisk Corp | 129,876 | $295.3M | New | 1.02% | Q2 2026 |
 WWD Woodward Inc | 690,171 | $293.63M | New | 1.01% | Q2 2026 |
 MS Morgan Stanley | 1.37M | $286.81M | +42.1% | 0.99% | Q2 2026 |
 AXON Axon Enterprise Inc | 504,819 | $283.01M | New | 0.97% | Q2 2026 |
 ORLY O`Reilly Automotive, Inc. | 3.02M | $278.35M | +2.4% | 0.96% | Q2 2026 |
 CLS Celestica, Inc. | 714,367 | $260.6M | New | 0.90% | Q2 2026 |
 PLTR Palantir Technologies Inc | 1.98M | $230.56M | -42.7% | 0.79% | Q2 2026 |
 SPCX Space Exploration Technologies Corp. | 1.35M | $229.83M | New | 0.79% | Q2 2026 |
 ORCL Oracle Corp. | 1.54M | $225.33M | +226.1% | 0.78% | Q2 2026 |
 SHOP Shopify Inc | 1.92M | $219.19M | -36.5% | 0.75% | Q2 2026 |
 TXN Texas Instruments Inc. | 650,733 | $193.96M | -5.2% | 0.67% | Q2 2026 |
 LRCX Lam Research Corp. | 444,164 | $192.47M | +2944.5% | 0.66% | Q2 2026 |
 COMP Compass Inc | 6.93M | $85.5M | +0.0% | 0.29% | Q2 2026 |
1-50 of 66 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Winslow Capital Management, LLC
Winslow Capital Management, LLC is a Mutual Fund that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 900973). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 13, 2026. That report lists 66 securities, not counting options, up from 60 in Q1 2026.
Its five largest reported positions, in order, are NVIDIA Corp (NVDA), Alphabet Inc (GOOG), Broadcom Inc (AVGO), Apple Inc (AAPL) and Amazon.com Inc. (AMZN). The next five are Microsoft Corporation (MSFT), Advanced Micro Devices Inc. (AMD), Lilly(Eli) & Co (LLY), Meta Platforms Inc (META) and Hilton Worldwide Holdings Inc (HLT).
Recent 13F filings by Winslow Capital Management, LLC
- Q2 2026: 13F-HR filed Aug 13, 2026, listing 66 securities.
- Q1 2026: 13F-HR filed May 14, 2026, listing 60 securities.
- Q4 2025: 13F-HR filed Feb 12, 2026, listing 62 securities.
- Q3 2025: 13F-HR filed Nov 13, 2025, listing 60 securities.
- Q2 2025: 13F-HR filed Aug 13, 2025, listing 63 securities.
- Q1 2025: 13F-HR filed May 14, 2025, listing 65 securities.