Holders — by stockHoldings — by fund
Winslow Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 900973
$29.06B
disclosed book value
66
positions
10.7%
largest position share
Positions, as of 2026-06-30
top 66 of 66 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA Corp | 15.6M | $3.12B | 10.7% |
| 2 | GOOGAlphabet Inc | 8.8M | $3.11B | 10.7% |
| 3 | AVGOBroadcom Inc | 4.6M | $1.75B | 6% |
| 4 | AAPLApple Inc | 4.9M | $1.41B | 4.9% |
| 5 | AMZNAmazon.com Inc. | 4.3M | $1.03B | 3.5% |
| 6 | MSFTMicrosoft Corporation | 2.3M | $856.2M | 2.9% |
| 7 | AMDAdvanced Micro Devices Inc. | 1.5M | $848.2M | 2.9% |
| 8 | LLYLilly(Eli) & Co | 693,624 | $832.0M | 2.9% |
| 9 | METAMeta Platforms Inc | 1.3M | $753.9M | 2.6% |
| 10 | HLTHilton Worldwide Holdings Inc | 2.2M | $722.8M | 2.5% |
| 11 | ASML Holding NV | 348,356 | $693.0M | 2.4% |
| 12 | MUMicron Technology Inc. | 559,488 | $645.8M | 2.2% |
| 13 | GEGE Aerospace | 1.7M | $638.4M | 2.2% |
| 14 | ANETArista Networks Inc | 3.5M | $592.0M | 2% |
| 15 | LITELumentum Holdings Inc | 595,561 | $511.0M | 1.8% |
| 16 | VVisa Inc | 1.5M | $505.1M | 1.7% |
| 17 | Seagate Technology Holdings Plc | 517,006 | $498.9M | 1.7% |
| 18 | TSLATesla Inc | 1.2M | $483.8M | 1.7% |
| 19 | KLACKLA Corp. | 1.5M | $460.0M | 1.6% |
| 20 | Johnson Controls International plc | 2.9M | $430.5M | 1.5% |
| 21 | GEVGE Vernova Inc. | 360,801 | $423.9M | 1.5% |
| 22 | ADIAnalog Devices Inc. | 999,060 | $396.8M | 1.4% |
| 23 | Trane Technologies plc | 800,850 | $393.3M | 1.4% |
| 24 | VRTVertiv Holdings Co | 1.2M | $389.2M | 1.3% |
| 25 | HWMHowmet Aerospace Inc | 1.4M | $379.8M | 1.3% |
| 26 | CATCaterpillar Inc. | 350,774 | $373.5M | 1.3% |
| 27 | AFRMAffirm Holdings Inc | 4.6M | $373.3M | 1.3% |
| 28 | MAMastercard Incorporated | 719,495 | $369.5M | 1.3% |
| 29 | APHAmphenol Corp. | 2.0M | $360.5M | 1.2% |
| 30 | ECLEcolab, Inc. | 1.3M | $350.6M | 1.2% |
| 31 | ELANElanco Animal Health Inc | 13.5M | $332.5M | 1.1% |
| 32 | APPApplovin Corp | 640,362 | $329.9M | 1.1% |
| 33 | PHParker-Hannifin Corp. | 325,169 | $318.1M | 1.1% |
| 34 | MCKMckesson Corporation | 420,541 | $317.8M | 1.1% |
| 35 | CHRWC.H. Robinson Worldwide, Inc. | 1.6M | $307.1M | 1.1% |
| 36 | PWRQuanta Services, Inc. | 421,452 | $303.5M | 1% |
| 37 | MSCIMSCI Inc | 529,653 | $296.6M | 1% |
| 38 | SNDKSandisk Corp | 129,876 | $295.3M | 1% |
| 39 | WWDWoodward Inc | 690,171 | $293.6M | 1% |
| 40 | MSMorgan Stanley | 1.4M | $286.8M | 1% |
| 41 | AXONAxon Enterprise Inc | 504,819 | $283.0M | 1% |
| 42 | ORLYO`Reilly Automotive, Inc. | 3.0M | $278.3M | 1% |
| 43 | CLSCelestica, Inc. | 714,367 | $260.6M | 0.9% |
| 44 | PLTRPalantir Technologies Inc | 2.0M | $230.6M | 0.8% |
| 45 | SPCXSpace Exploration Technologies Corp. | 1.3M | $229.8M | 0.8% |
| 46 | ORCLOracle Corp. | 1.5M | $225.3M | 0.8% |
| 47 | SHOPShopify Inc | 1.9M | $219.2M | 0.8% |
| 48 | TXNTexas Instruments Inc. | 650,733 | $194.0M | 0.7% |
| 49 | LRCXLam Research Corp. | 444,164 | $192.5M | 0.7% |
| 50 | COMPCompass Inc | 6.9M | $85.5M | 0.3% |
| 51 | IWFISHARES TR RSSLL 1000 GRWT | 199,230 | $24.7M | 0.1% |
| 52 | WDCWestern Digital Corp. | 31,678 | $20.2M | 0.1% |
| 53 | DDOGDatadog Inc | 71,940 | $18.7M | 0.1% |
| 54 | ISRGIntuitive Surgical Inc | 7,450 | $3.0M | 0% |
| 55 | GOOGLALPHABET CLASS A | 8,169 | $2.9M | 0% |
| 56 | VUGVANGUARD INDEX TR GROWTH VIPER | 23,347 | $2.0M | 0% |
| 57 | AMATApplied Materials Inc. | 2,360 | $1.7M | 0% |
| 58 | SNOWSnowflake Inc | 5,608 | $1.4M | 0% |
| 59 | SPOTIFY TECHNOLOGY S A SHS | 2,811 | $1.3M | 0% |
| 60 | NFLXNETFLIX COM INC COM | 12,041 | $859,727 | 0% |
| 61 | CMGCHIPOTLE MEXICAN GRILL INC CL | 16,060 | $546,040 | 0% |
| 62 | MCOMOODYS CORP COM | 1,132 | $512,705 | 0% |
| 63 | IVWISHARES TR S&P500/BARRA GW | 3,008 | $413,690 | 0% |
| 64 | UBERUBER TECHNOLOGIES INC COM | 4,618 | $333,235 | 0% |
| 65 | COSTCOSTCO WHOLESALE CORP COM | 256 | $239,480 | 0% |
| 66 | LINDE PLC SHS | 414 | $214,841 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.