Winslow Capital Management, Llc Portfolio Stock Holdings
Winslow Capital Management, Llc disclosed 60 stock positions valued at approximately $25.6 billion in its latest SEC 13F filing. The largest holdings include NVIDIA Corp, Apple Inc, and Alphabet Inc. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 60
- Portfolio Value
- $25.6B
Holdings by Sector
Winslow Capital Management, Llc Portfolio Holdings in Q1 2026
60 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA Corp | NVDA | Technology | 11.32% | 16,654,394 | -266,143 | -1.57% | $2,904,526,314 |
| Apple Inc | AAPL | Technology | 9.16% | 9,259,247 | +979,629 | +11.83% | $2,349,904,296 |
| Alphabet Inc | GOOG | Communication Services | 7.43% | 6,642,467 | +617,238 | +10.24% | $1,905,458,083 |
| Microsoft Corporation | MSFT | Technology | 6.48% | 4,488,492 | -1,846,426 | -29.15% | $1,661,505,083 |
| Broadcom Inc | AVGO | Technology | 6.17% | 5,114,520 | +661,544 | +14.86% | $1,582,995,084 |
| Amazon.com Inc. | AMZN | Consumer Cyclical | 4.40% | 5,414,765 | -2,657,050 | -32.92% | $1,127,733,108 |
| Meta Platforms Inc | META | Communication Services | 3.88% | 1,738,950 | -95,838 | -5.22% | $994,905,464 |
| Lilly(Eli) & Co | LLY | Healthcare | 2.72% | 757,586 | +358 | +0.05% | $696,804,874 |
| GE Aerospace | GE | Industrials | 2.64% | 2,386,803 | +1,100,901 | +85.61% | $677,303,087 |
| Netflix Inc. | NFLX | Communication Services | 2.35% | 6,271,330 | +619,478 | +10.96% | $602,988,380 |
| Tesla Inc | TSLA | Consumer Cyclical | 2.12% | 1,459,239 | -52,264 | -3.46% | $542,472,100 |
| Intuitive Surgical Inc | ISRG | Healthcare | 2.09% | 1,160,360 | -109,203 | -8.60% | $534,914,356 |
| Hilton Worldwide Holdings Inc | HLT | Consumer Cyclical | 2.07% | 1,744,997 | +76,455 | +4.58% | $530,618,688 |
| Palantir Technologies Inc | PLTR | Technology | 1.97% | 3,450,888 | +1,982,597 | +135.03% | $504,795,897 |
| Snowflake Inc | SNOW | Technology | 1.90% | 3,226,305 | +106,242 | +3.41% | $486,591,321 |
| GE Vernova Inc. | GEV | Utilities | 1.82% | 533,971 | -198,842 | -27.13% | $466,103,286 |
| ASML Holding NV | ASML | Other | 1.81% | 350,671 | +350,481 | +184463.68% | $463,176,776 |
| Mastercard Incorporated | MA | Financial Services | 1.63% | 836,577 | -402,544 | -32.49% | $418,004,065 |
| Visa Inc | V | Financial Services | 1.60% | 1,356,780 | -629,962 | -31.71% | $410,073,187 |
| Advanced Micro Devices Inc. | AMD | Technology | 1.50% | 1,895,428 | +1,063,698 | +127.89% | $385,586,918 |
| Quanta Services, Inc. | PWR | Industrials | 1.50% | 700,000 | +26,407 | +3.92% | $384,314,000 |
| Shopify Inc | SHOP | Technology | 1.40% | 3,024,200 | +67,918 | +2.30% | $358,730,605 |
| Booking Holdings Inc | BKNG | Consumer Cyclical | 1.35% | 322,326 | +322,183 | +225302.80% | $345,741,711 |
| Howmet Aerospace Inc | HWM | Industrials | 1.34% | 1,486,581 | -82,673 | -5.27% | $342,597,457 |
| Parker-Hannifin Corp. | PH | Industrials | 1.33% | 381,899 | +217,788 | +132.71% | $341,891,261 |
| Trane Technologies plc | TT | Other | 1.29% | 792,529 | +764,367 | +2714.18% | $330,278,536 |
| Mckesson Corporation | MCK | Healthcare | 1.28% | 379,576 | -57,497 | -13.16% | $328,469,887 |
| Elanco Animal Health Inc | ELAN | Healthcare | 1.27% | 13,614,355 | +13,614,355 | +100.00% | $325,791,515 |
| Spotify Technology S.A. | SPOT | Other | 1.17% | 620,901 | -490,537 | -44.14% | $301,081,103 |
| Analog Devices Inc. | ADI | Technology | 1.12% | 906,437 | +333,803 | +58.29% | $288,373,866 |
| Intuit Inc | INTU | Technology | 1.10% | 651,617 | -258,134 | -28.37% | $281,746,159 |
| O`Reilly Automotive, Inc. | ORLY | Consumer Cyclical | 1.06% | 2,951,148 | +2,936,318 | +19799.85% | $272,420,472 |
| C.H. Robinson Worldwide, Inc. | CHRW | Industrials | 1.02% | 1,582,993 | +1,582,993 | +100.00% | $262,887,647 |
| Arista Networks Inc | ANET | Other | 0.99% | 2,065,312 | +168,784 | +8.90% | $253,579,007 |
| KLA Corp. | KLAC | Technology | 0.92% | 160,780 | +64,300 | +66.65% | $236,734,080 |
| Vertiv Holdings Co | VRT | Industrials | 0.84% | 864,727 | +860,343 | +19624.61% | $216,683,292 |
| Micron Technology Inc. | MU | Technology | 0.77% | 583,681 | +583,681 | +100.00% | $197,190,789 |
| Applovin Corp | APP | Technology | 0.67% | 431,891 | +431,891 | +100.00% | $171,892,618 |
| Amphenol Corp. | APH | Technology | 0.65% | 1,328,007 | -2,374,163 | -64.13% | $167,793,684 |
| Morgan Stanley | MS | Financial Services | 0.62% | 965,439 | +965,439 | +100.00% | $158,882,296 |
| Stryker Corp. | SYK | Healthcare | 0.56% | 440,096 | -859,330 | -66.13% | $144,611,145 |
| CME Group Inc | CME | Financial Services | 0.56% | 488,161 | +488,161 | +100.00% | $144,178,351 |
| Ecolab, Inc. | ECL | Basic Materials | 0.55% | 528,620 | -105,201 | -16.60% | $140,623,493 |
| Texas Instruments Inc. | TXN | Technology | 0.52% | 686,171 | +686,171 | +100.00% | $133,213,238 |
| Oracle Corp. | ORCL | Technology | 0.27% | 471,490 | -1,257,044 | -72.72% | $69,360,894 |
| ServiceNow Inc | NOW | Technology | 0.20% | 499,866 | -2,281,341 | -82.03% | $52,260,990 |
| Compass Inc | COMP | Real Estate | 0.20% | 6,934,620 | - | - | $50,692,072 |
| ISHARES TR RSSLL 1000 GRWT | IWF | Other | 0.15% | 92,176 | +21,764 | +30.91% | $39,303,846 |
| Atlassian Corporation | TEAM | Technology | 0.15% | 570,817 | +570,817 | +100.00% | $38,958,260 |
| Costco Wholesale Corp | COST | Consumer Defensive | 0.04% | 10,221 | +10,221 | +100.00% | $10,184,511 |
| LAM RESEARCH CORP COM NEW | LRCX | Other | 0.01% | 14,589 | -7,381 | -33.60% | $3,117,086 |
| VANGUARD INDEX TR GROWTH VIPER | VUG | Other | 0.01% | 5,966 | -8,078 | -57.52% | $2,605,889 |
| ALPHABET CLASS A | GOOGL | Communication Services | 0.01% | 8,398 | -776 | -8.46% | $2,414,929 |
| Chipotle Mexican Grill | CMG | Consumer Cyclical | 0.00% | 38,929 | +9,889 | +34.05% | $1,246,117 |
| MOODYS CORP COM | MCO | Financial Services | 0.00% | 1,425 | -22,725 | -94.10% | $621,656 |
| ISHARES TR S&P500/BARRA GW | IVW | Other | 0.00% | 3,323 | -7,091 | -68.09% | $375,865 |
| UBER TECHNOLOGIES INC COM | UBER | Technology | 0.00% | 4,849 | -1,040 | -17.66% | $348,789 |
| BOSTON SCIENTIFIC CORP COM | BSX | Healthcare | 0.00% | 4,708 | -4,695 | -49.93% | $295,427 |
| MERCADOLIBRE INC COM | MELI | Consumer Cyclical | 0.00% | 141 | -65 | -31.55% | $243,792 |
| LINDE PLC SHS | LIN | Other | 0.00% | 438 | -43 | -8.94% | $217,143 |