Winslow Capital Management
Latest statistics and disclosures from Winslow Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, GOOG, AMZN, and represent 40.96% of Winslow Capital Management's stock portfolio.
- Added to shares of these 10 stocks: GEV (+$483M), NFLX (+$472M), VRTX (+$420M), MCK (+$359M), ISRG (+$343M), CTAS (+$341M), NOW (+$307M), PWR (+$286M), KKR (+$272M), NDAQ (+$255M).
- Started 7 new stock positions in MCK, GEV, IVW, CTAS, VRTX, NDAQ, ASML.
- Reduced shares in these 10 stocks: AMD (-$554M), ETN (-$380M), MCO (-$361M), BKNG (-$353M), NVDA (-$327M), ORCL (-$296M), VRT (-$217M), SNOW (-$207M), CVNA (-$183M), MELI (-$170M).
- Sold out of its positions in CVNA, FIX, SAIL, TXN, ETN.
- Winslow Capital Management was a net buyer of stock by $320M.
- Winslow Capital Management has $30B in assets under management (AUM), dropping by -0.99%.
- Central Index Key (CIK): 0000900973
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Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.6 | $3.2B | -9% | 17M | 188.10 |
|
| Microsoft Corporation (MSFT) | 10.2 | $3.1B | -4% | 6.3M | 483.53 |
|
| Apple (AAPL) | 7.3 | $2.2B | -3% | 8.3M | 264.93 |
|
| Alphabet Inc Class C cs (GOOG) | 6.4 | $1.9B | -2% | 6.0M | 319.03 |
|
| Amazon (AMZN) | 6.4 | $1.9B | 8.1M | 237.37 |
|
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| Broadcom (AVGO) | 5.1 | $1.5B | 4.5M | 344.52 |
|
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| Facebook Inc cl a (META) | 4.0 | $1.2B | -11% | 1.8M | 653.12 |
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| Eli Lilly & Co. (LLY) | 2.8 | $830M | -2% | 757k | 1096.34 |
|
| Intuitive Surgical (ISRG) | 2.5 | $739M | +86% | 1.3M | 581.99 |
|
| MasterCard Incorporated (MA) | 2.4 | $714M | 1.2M | 576.41 |
|
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| Snowflake Inc Cl A (SNOW) | 2.4 | $711M | -22% | 3.1M | 227.85 |
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| Visa (V) | 2.3 | $703M | -2% | 2.0M | 353.82 |
|
| Tesla Motors (TSLA) | 2.2 | $663M | -19% | 1.5M | 438.83 |
|
| Spotify Technology Sa (SPOT) | 2.1 | $638M | +8% | 1.1M | 574.24 |
|
| Intuit (INTU) | 2.0 | $597M | -6% | 910k | 655.75 |
|
| Doordash (DASH) | 1.8 | $536M | +5% | 2.3M | 228.85 |
|
| Netflix (NFLX) | 1.7 | $520M | +995% | 5.7M | 91.92 |
|
| Amphenol Corporation (APH) | 1.7 | $509M | -16% | 3.7M | 137.49 |
|
| Shopify Inc cl a (SHOP) | 1.6 | $486M | -9% | 3.0M | 164.41 |
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| Hilton Worldwide Holdings (HLT) | 1.6 | $486M | +48% | 1.7M | 290.99 |
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| Ge Vernova (GEV) | 1.6 | $483M | NEW | 733k | 658.79 |
|
| Stryker Corporation (SYK) | 1.6 | $469M | +37% | 1.3M | 361.16 |
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| Servicenow (NOW) | 1.4 | $422M | +266% | 2.8M | 151.83 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $420M | NEW | 888k | 472.58 |
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| General Electric (GE) | 1.4 | $408M | +27% | 1.3M | 317.34 |
|
| Cadence Design Systems (CDNS) | 1.2 | $365M | +8% | 1.2M | 317.23 |
|
| McKesson Corporation (MCK) | 1.2 | $359M | NEW | 437k | 822.37 |
|
| Cintas Corporation (CTAS) | 1.1 | $341M | NEW | 1.8M | 187.30 |
|
| Oracle Corporation (ORCL) | 1.1 | $335M | -46% | 1.7M | 193.70 |
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| Axon Enterprise (AXON) | 1.1 | $328M | +20% | 548k | 599.14 |
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| Howmet Aerospace (HWM) | 1.1 | $327M | -2% | 1.6M | 208.58 |
|
| Ares Management Corporation cl a com stk (ARES) | 1.1 | $319M | +31% | 1.9M | 166.88 |
|
| Quanta Services (PWR) | 1.0 | $290M | +8341% | 674k | 430.23 |
|
| Kkr & Co (KKR) | 0.9 | $274M | +16061% | 2.1M | 129.46 |
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| Palantir Technologies (PLTR) | 0.9 | $264M | -2% | 1.5M | 180.07 |
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| Nasdaq Omx (NDAQ) | 0.8 | $255M | NEW | 2.6M | 99.07 |
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| Arista Networks (ANET) | 0.8 | $249M | +16% | 1.9M | 131.03 |
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| Advanced Micro Devices (AMD) | 0.6 | $176M | -75% | 832k | 211.69 |
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| Ecolab (ECL) | 0.6 | $166M | -46% | 634k | 262.52 |
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| Analog Devices (ADI) | 0.5 | $163M | 573k | 284.13 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $148M | +25502% | 164k | 898.73 |
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| KLA-Tencor Corporation (KLAC) | 0.4 | $117M | -4% | 97k | 1215.08 |
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| Compass (COMP) | 0.2 | $73M | 6.9M | 10.57 |
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| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.1 | $33M | +181% | 70k | 473.30 |
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| Moody's Corporation (MCO) | 0.0 | $12M | -96% | 24k | 510.85 |
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| Trane Technologies (TT) | 0.0 | $11M | +415% | 28k | 389.20 |
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| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $6.9M | +458% | 14k | 487.86 |
|
| Lam Research (LRCX) | 0.0 | $3.8M | -3% | 22k | 171.18 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.9M | 9.2k | 313.00 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $1.4M | -3% | 15k | 91.21 |
|
| iShares S&P 500 Growth Index (IVW) | 0.0 | $1.3M | NEW | 10k | 123.26 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.1M | -21% | 29k | 37.00 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $897k | -5% | 9.4k | 95.35 |
|
| Booking Holdings (BKNG) | 0.0 | $766k | -99% | 143.00 | 5355.33 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $710k | -99% | 4.4k | 162.01 |
|
| Synopsys (SNPS) | 0.0 | $513k | -35% | 1.1k | 469.72 |
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $503k | -5% | 1.3k | 397.65 |
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| Uber Technologies (UBER) | 0.0 | $481k | 5.9k | 81.71 |
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| MercadoLibre (MELI) | 0.0 | $415k | -99% | 206.00 | 2014.26 |
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| Workday Inc cl a (WDAY) | 0.0 | $318k | -37% | 1.5k | 214.78 |
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| Linde (LIN) | 0.0 | $205k | -10% | 481.00 | 426.39 |
|
| Asml Holding (ASML) | 0.0 | $203k | NEW | 190.00 | 1069.86 |
|
Past Filings by Winslow Capital Management
SEC 13F filings are viewable for Winslow Capital Management going back to 2011
- Winslow Capital Management 2025 Q4 filed Feb. 12, 2026
- Winslow Capital Management 2025 Q3 filed Nov. 13, 2025
- Winslow Capital Management 2025 Q2 filed Aug. 13, 2025
- Winslow Capital Management 2025 Q1 filed May 14, 2025
- Winslow Capital Management 2024 Q4 filed Feb. 13, 2025
- Winslow Capital Management 2024 Q3 filed Nov. 13, 2024
- Winslow Capital Management 2024 Q2 filed Aug. 13, 2024
- Winslow Capital Management 2024 Q1 filed May 14, 2024
- Winslow Capital Management 2023 Q3 filed Nov. 13, 2023
- Winslow Capital Management 2023 Q2 filed Aug. 11, 2023
- Winslow Capital Management 2023 Q1 filed May 11, 2023
- Winslow Capital Management 2022 Q4 filed Feb. 10, 2023
- Winslow Capital Management 2022 Q3 filed Nov. 14, 2022
- Winslow Capital Management 2022 Q2 filed Aug. 12, 2022
- Winslow Capital Management 2022 Q2 restated filed Aug. 12, 2022
- Winslow Capital Management 2022 Q1 filed May 13, 2022