Winslow Capital Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Winslow Capital Management, Llc disclosed 65 stock positions valued at approximately $29.06B as of quarter-end June 30, 2026. The largest holdings include NVIDIA Corp, Alphabet Inc, and Broadcom Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 65
- Portfolio Value
- $29.06B
Holdings by Sector
Winslow Capital Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA Corp | NVDA | Technology | 10.74% | 15,600,375 | -1,054,019 | -6.33% | $3,121,479,033 |
| Alphabet Inc | GOOG | Communication Services | 10.70% | 8,800,064 | +2,157,597 | +32.48% | $3,109,326,613 |
| Broadcom Inc | AVGO | Technology | 6.02% | 4,633,364 | -481,156 | -9.41% | $1,750,253,252 |
| Apple Inc | AAPL | Technology | 4.86% | 4,877,656 | -4,381,591 | -47.32% | $1,411,398,540 |
| Amazon.com Inc. | AMZN | Consumer Cyclical | 3.53% | 4,304,655 | -1,110,110 | -20.50% | $1,025,971,474 |
| Microsoft Corporation | MSFT | Technology | 2.95% | 2,295,227 | -2,193,265 | -48.86% | $856,165,576 |
| Advanced Micro Devices Inc. | AMD | Technology | 2.92% | 1,460,164 | -435,264 | -22.96% | $848,223,870 |
| Lilly(Eli) & Co | LLY | Healthcare | 2.86% | 693,624 | -63,962 | -8.44% | $831,953,434 |
| Meta Platforms Inc | META | Communication Services | 2.59% | 1,338,364 | -400,586 | -23.04% | $753,887,059 |
| Hilton Worldwide Holdings Inc | HLT | Consumer Cyclical | 2.49% | 2,187,153 | +442,156 | +25.34% | $722,766,581 |
| ASML Holding NV | ASML | Other | 2.38% | 348,356 | -2,315 | -0.66% | $693,033,361 |
| Micron Technology Inc. | MU | Technology | 2.22% | 559,488 | -24,193 | -4.14% | $645,811,403 |
| GE Aerospace | GE | Industrials | 2.20% | 1,708,225 | -678,578 | -28.43% | $638,414,930 |
| Arista Networks Inc | ANET | Other | 2.04% | 3,484,991 | +1,419,679 | +68.74% | $592,030,271 |
| Lumentum Holdings Inc | LITE | Technology | 1.76% | 595,561 | +595,561 | +100.00% | $511,027,072 |
| Visa Inc | V | Financial Services | 1.74% | 1,472,227 | +115,447 | +8.51% | $505,106,361 |
| Seagate Technology Holdings Plc | STX | Other | 1.72% | 517,006 | +517,006 | +100.00% | $498,910,790 |
| Tesla Inc | TSLA | Consumer Cyclical | 1.66% | 1,150,181 | -309,058 | -21.18% | $483,766,128 |
| KLA Corp. | KLAC | Technology | 1.58% | 1,524,800 | +1,364,020 | +848.38% | $460,047,408 |
| Johnson Controls International plc | JCI | Industrials | 1.48% | 2,946,071 | +2,946,071 | +100.00% | $430,450,435 |
| GE Vernova Inc. | GEV | Utilities | 1.46% | 360,801 | -173,170 | -32.43% | $423,890,662 |
| Analog Devices Inc. | ADI | Technology | 1.37% | 999,060 | +92,623 | +10.22% | $396,796,660 |
| Trane Technologies plc | TT | Other | 1.35% | 800,850 | +8,321 | +1.05% | $393,345,486 |
| Vertiv Holdings Co | VRT | Industrials | 1.34% | 1,162,369 | +297,642 | +34.42% | $389,184,389 |
| Howmet Aerospace Inc | HWM | Industrials | 1.31% | 1,412,714 | -73,867 | -4.97% | $379,822,286 |
| Caterpillar Inc. | CAT | Industrials | 1.29% | 350,774 | +350,774 | +100.00% | $373,539,233 |
| Affirm Holdings Inc | AFRM | Technology | 1.28% | 4,577,562 | +4,577,562 | +100.00% | $373,300,181 |
| Mastercard Incorporated | MA | Financial Services | 1.27% | 719,495 | -117,082 | -14.00% | $369,532,632 |
| Amphenol Corp. | APH | Technology | 1.24% | 2,044,422 | +716,415 | +53.95% | $360,472,487 |
| Ecolab, Inc. | ECL | Basic Materials | 1.21% | 1,258,248 | +729,628 | +138.03% | $350,560,474 |
Showing 30 of 65 holdings in the latest reporting period.