Winslow Capital Management as of March 31, 2025
Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 65 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.4 | $2.4B | 6.3M | 375.39 | |
| Amazon (AMZN) | 7.6 | $1.9B | 9.9M | 190.26 | |
| NVIDIA Corporation (NVDA) | 7.0 | $1.8B | 16M | 108.38 | |
| Apple (AAPL) | 6.0 | $1.5B | 6.8M | 222.13 | |
| Facebook Inc cl a (META) | 5.4 | $1.3B | 2.3M | 576.36 | |
| Broadcom (AVGO) | 3.9 | $974M | 5.8M | 167.43 | |
| Eli Lilly & Co. (LLY) | 3.8 | $942M | 1.1M | 825.91 | |
| MasterCard Incorporated (MA) | 2.9 | $728M | 1.3M | 548.12 | |
| Spotify Technology Sa (SPOT) | 2.5 | $619M | 1.1M | 550.03 | |
| Visa (V) | 2.4 | $599M | 1.7M | 350.46 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $569M | 3.7M | 154.64 | |
| Lam Research (LRCX) | 2.3 | $565M | 7.8M | 72.70 | |
| Intuitive Surgical (ISRG) | 2.2 | $553M | 1.1M | 495.27 | |
| Servicenow (NOW) | 2.1 | $532M | 668k | 796.14 | |
| Netflix (NFLX) | 2.1 | $523M | 561k | 932.53 | |
| Fair Isaac Corporation (FICO) | 2.0 | $491M | 266k | 1844.16 | |
| Alphabet Inc Class C cs (GOOG) | 1.9 | $485M | 3.1M | 156.23 | |
| Lpl Financial Holdings (LPLA) | 1.9 | $477M | 1.5M | 327.14 | |
| General Electric (GE) | 1.9 | $464M | 2.3M | 200.15 | |
| Chipotle Mexican Grill (CMG) | 1.8 | $448M | 8.9M | 50.21 | |
| Tesla Motors (TSLA) | 1.7 | $423M | 1.6M | 259.16 | |
| Booking Holdings (BKNG) | 1.6 | $403M | 87k | 4606.91 | |
| Cintas Corporation (CTAS) | 1.6 | $395M | 1.9M | 205.53 | |
| Stryker Corporation (SYK) | 1.5 | $363M | 976k | 372.25 | |
| Howmet Aerospace (HWM) | 1.4 | $359M | 2.8M | 129.73 | |
| O'reilly Automotive (ORLY) | 1.4 | $345M | 241k | 1432.58 | |
| Workday Inc cl a (WDAY) | 1.4 | $344M | 1.5M | 233.53 | |
| Doordash (DASH) | 1.3 | $332M | 1.8M | 182.77 | |
| Alnylam Pharmaceuticals (ALNY) | 1.3 | $321M | 1.2M | 270.02 | |
| Fiserv (FISV) | 1.2 | $311M | 1.4M | 220.83 | |
| Danaher Corporation (DHR) | 1.2 | $299M | 1.5M | 205.00 | |
| Trane Technologies (TT) | 1.2 | $296M | 878k | 336.92 | |
| Kkr & Co (KKR) | 1.2 | $292M | 2.5M | 115.61 | |
| Arthur J. Gallagher & Co. (AJG) | 1.1 | $284M | 824k | 345.24 | |
| Boston Scientific Corporation (BSX) | 1.1 | $268M | 2.7M | 100.88 | |
| Synopsys (SNPS) | 1.1 | $268M | 624k | 428.85 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $265M | 1.5M | 179.70 | |
| Hilton Worldwide Holdings (HLT) | 1.1 | $265M | 1.2M | 227.55 | |
| Ecolab (ECL) | 1.0 | $250M | 984k | 253.52 | |
| Oracle Corporation (ORCL) | 0.8 | $208M | 1.5M | 139.81 | |
| salesforce (CRM) | 0.8 | $195M | 725k | 268.36 | |
| Palantir Technologies (PLTR) | 0.6 | $153M | 1.8M | 84.40 | |
| Axon Enterprise (AXON) | 0.6 | $138M | 262k | 525.95 | |
| Shopify Inc cl a (SHOP) | 0.4 | $105M | 2.6M | 40.53 | |
| Applovin Corp Class A (APP) | 0.3 | $63M | 239k | 264.97 | |
| Compass (COMP) | 0.2 | $61M | 6.9M | 8.73 | |
| Sailpoint (SAIL) | 0.1 | $32M | 1.7M | 18.75 | |
| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.1 | $27M | 74k | 361.09 | |
| Oddity Tech Cl A Ord (ODD) | 0.1 | $24M | 561k | 43.26 | |
| Arista Networks (ANET) | 0.1 | $14M | 176k | 77.48 | |
| Nasdaq Omx (NDAQ) | 0.0 | $12M | 157k | 75.86 | |
| Cava Group Ord (CAVA) | 0.0 | $10M | 119k | 86.41 | |
| Eventbrite (EB) | 0.0 | $5.0M | 2.4M | 2.11 | |
| Rollins (ROL) | 0.0 | $3.3M | 62k | 54.03 | |
| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $1.1M | 3.1k | 370.82 | |
| Uber Technologies (UBER) | 0.0 | $482k | 6.6k | 72.86 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $450k | 741.00 | 607.85 | |
| UnitedHealth (UNH) | 0.0 | $350k | 668.00 | 523.75 | |
| Linde (LIN) | 0.0 | $259k | 556.00 | 465.64 | |
| Amphenol Corporation (APH) | 0.0 | $250k | 3.8k | 65.59 | |
| Msci (MSCI) | 0.0 | $232k | 411.00 | 565.50 | |
| Costco Wholesale Corporation (COST) | 0.0 | $217k | 229.00 | 945.78 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $203k | 419.00 | 484.82 | |
| Analog Devices (ADI) | 0.0 | $198k | 981.00 | 201.67 | |
| Eaton (ETN) | 0.0 | $177k | 652.00 | 271.83 |
