Winslow Capital Management as of June 30, 2025
Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 63 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.2 | $3.3B | 6.7M | 497.41 | |
| NVIDIA Corporation (NVDA) | 9.0 | $2.7B | 17M | 157.99 | |
| Amazon (AMZN) | 6.5 | $1.9B | 8.8M | 219.39 | |
| Facebook Inc cl a (META) | 5.7 | $1.7B | 2.3M | 738.09 | |
| Apple (AAPL) | 4.9 | $1.5B | 7.2M | 205.17 | |
| Broadcom (AVGO) | 4.5 | $1.4B | 4.9M | 275.65 | |
| Eli Lilly & Co. (LLY) | 3.1 | $931M | 1.2M | 779.53 | |
| Visa (V) | 2.8 | $848M | 2.4M | 355.05 | |
| Lam Research (LRCX) | 2.7 | $809M | 8.3M | 97.34 | |
| Netflix (NFLX) | 2.6 | $787M | 588k | 1339.13 | |
| Intuit (INTU) | 2.6 | $783M | 994k | 787.63 | |
| MasterCard Incorporated (MA) | 2.6 | $766M | 1.4M | 561.94 | |
| Intuitive Surgical (ISRG) | 2.4 | $730M | 1.3M | 543.41 | |
| Snowflake Inc Cl A (SNOW) | 2.4 | $726M | 3.2M | 223.77 | |
| Spotify Technology Sa (SPOT) | 2.4 | $714M | 931k | 767.34 | |
| Servicenow (NOW) | 2.1 | $632M | 614k | 1028.08 | |
| Chipotle Mexican Grill (CMG) | 2.0 | $601M | 11M | 56.15 | |
| Hilton Worldwide Holdings (HLT) | 1.7 | $505M | 1.9M | 266.34 | |
| Booking Holdings (BKNG) | 1.7 | $500M | 86k | 5789.24 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.5 | $459M | 3.6M | 128.41 | |
| Doordash (DASH) | 1.5 | $449M | 1.8M | 246.51 | |
| Tesla Motors (TSLA) | 1.5 | $444M | 1.4M | 317.66 | |
| Lpl Financial Holdings (LPLA) | 1.5 | $444M | 1.2M | 374.97 | |
| Oracle Corporation (ORCL) | 1.5 | $439M | 2.0M | 218.63 | |
| Fair Isaac Corporation (FICO) | 1.4 | $419M | 229k | 1827.96 | |
| Alnylam Pharmaceuticals (ALNY) | 1.3 | $384M | 1.2M | 326.09 | |
| Trane Technologies (TT) | 1.3 | $382M | 874k | 437.41 | |
| Stryker Corporation (SYK) | 1.3 | $382M | 964k | 395.63 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $343M | 1.7M | 207.62 | |
| Workday Inc cl a (WDAY) | 1.1 | $341M | 1.4M | 240.00 | |
| Ecolab (ECL) | 1.1 | $324M | 1.2M | 269.44 | |
| Howmet Aerospace (HWM) | 1.1 | $319M | 1.7M | 186.13 | |
| Cintas Corporation (CTAS) | 1.0 | $313M | 1.4M | 222.87 | |
| Axon Enterprise (AXON) | 1.0 | $311M | 376k | 827.94 | |
| General Electric (GE) | 1.0 | $306M | 1.2M | 257.39 | |
| Shopify Inc cl a (SHOP) | 1.0 | $298M | 2.6M | 115.35 | |
| Eaton (ETN) | 1.0 | $292M | 818k | 356.99 | |
| Danaher Corporation (DHR) | 1.0 | $289M | 1.5M | 197.54 | |
| Arthur J. Gallagher & Co. (AJG) | 0.9 | $265M | 829k | 320.12 | |
| On Hldg (ONON) | 0.8 | $248M | 4.8M | 52.05 | |
| Palantir Technologies (PLTR) | 0.8 | $247M | 1.8M | 136.32 | |
| Ares Management Corporation cl a com stk (ARES) | 0.5 | $162M | 934k | 173.20 | |
| KLA-Tencor Corporation (KLAC) | 0.3 | $95M | 106k | 895.74 | |
| Compass (COMP) | 0.1 | $44M | 6.9M | 6.28 | |
| Sailpoint (SAIL) | 0.1 | $18M | 801k | 22.86 | |
| Comfort Systems USA (FIX) | 0.1 | $16M | 29k | 536.21 | |
| Automatic Data Processing (ADP) | 0.0 | $14M | 46k | 308.40 | |
| Oddity Tech Cl A Ord (ODD) | 0.0 | $14M | 180k | 75.47 | |
| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.0 | $11M | 26k | 424.58 | |
| Eventbrite (EB) | 0.0 | $6.2M | 2.4M | 2.63 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $2.2M | 12k | 177.39 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.7M | 9.4k | 176.23 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.5M | 16k | 90.13 | |
| Boston Scientific Corporation (BSX) | 0.0 | $1.1M | 11k | 107.41 | |
| Synopsys (SNPS) | 0.0 | $1.1M | 2.1k | 512.68 | |
| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $1.0M | 2.4k | 438.40 | |
| Kkr & Co (KKR) | 0.0 | $830k | 6.2k | 133.03 | |
| Uber Technologies (UBER) | 0.0 | $558k | 6.0k | 93.30 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $448k | 641.00 | 698.47 | |
| Analog Devices (ADI) | 0.0 | $423k | 1.8k | 238.02 | |
| Amphenol Corporation (APH) | 0.0 | $322k | 3.3k | 98.75 | |
| salesforce (CRM) | 0.0 | $257k | 944.00 | 272.69 | |
| Linde (LIN) | 0.0 | $252k | 536.00 | 469.18 |
