Winslow Capital Management as of Sept. 30, 2025
Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 60 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.5 | $3.5B | 19M | 186.58 | |
| Microsoft Corporation (MSFT) | 11.3 | $3.4B | 6.6M | 517.95 | |
| Apple (AAPL) | 7.2 | $2.2B | 8.5M | 254.63 | |
| Amazon (AMZN) | 5.9 | $1.8B | 8.1M | 219.57 | |
| Facebook Inc cl a (META) | 5.1 | $1.5B | 2.1M | 734.38 | |
| Alphabet Inc Class C cs (GOOG) | 5.0 | $1.5B | 6.2M | 243.55 | |
| Broadcom (AVGO) | 4.8 | $1.4B | 4.4M | 329.91 | |
| Oracle Corporation (ORCL) | 3.0 | $917M | 3.3M | 281.24 | |
| Snowflake Inc Cl A (SNOW) | 3.0 | $909M | 4.0M | 225.55 | |
| Tesla Motors (TSLA) | 2.8 | $836M | 1.9M | 444.72 | |
| Spotify Technology Sa (SPOT) | 2.4 | $717M | 1.0M | 698.00 | |
| Servicenow (NOW) | 2.3 | $699M | 760k | 920.28 | |
| Visa (V) | 2.3 | $699M | 2.0M | 341.38 | |
| MasterCard Incorporated (MA) | 2.3 | $694M | 1.2M | 568.81 | |
| Intuit (INTU) | 2.2 | $663M | 971k | 682.91 | |
| Netflix (NFLX) | 2.0 | $618M | 516k | 1198.92 | |
| Doordash (DASH) | 2.0 | $604M | 2.2M | 271.99 | |
| Eli Lilly & Co. (LLY) | 2.0 | $593M | 777k | 763.00 | |
| Advanced Micro Devices (AMD) | 1.8 | $558M | 3.4M | 161.79 | |
| Amphenol Corporation (APH) | 1.8 | $549M | 4.4M | 123.75 | |
| Shopify Inc cl a (SHOP) | 1.6 | $484M | 3.3M | 148.61 | |
| Eaton (ETN) | 1.3 | $380M | 1.0M | 374.25 | |
| Cadence Design Systems (CDNS) | 1.2 | $375M | 1.1M | 351.26 | |
| Booking Holdings (BKNG) | 1.2 | $357M | 66k | 5399.27 | |
| Stryker Corporation (SYK) | 1.2 | $349M | 943k | 369.67 | |
| Moody's Corporation (MCO) | 1.2 | $348M | 731k | 476.48 | |
| Axon Enterprise (AXON) | 1.1 | $327M | 456k | 717.64 | |
| Ecolab (ECL) | 1.1 | $323M | 1.2M | 273.86 | |
| Howmet Aerospace (HWM) | 1.0 | $316M | 1.6M | 196.23 | |
| Intuitive Surgical (ISRG) | 1.0 | $305M | 681k | 447.23 | |
| General Electric (GE) | 1.0 | $303M | 1.0M | 300.82 | |
| Hilton Worldwide Holdings (HLT) | 1.0 | $292M | 1.1M | 259.44 | |
| Palantir Technologies (PLTR) | 0.9 | $275M | 1.5M | 182.42 | |
| Arista Networks (ANET) | 0.8 | $237M | 1.6M | 145.71 | |
| Ares Management Corporation cl a com stk (ARES) | 0.8 | $233M | 1.5M | 159.89 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.7 | $202M | 1.3M | 150.86 | |
| MercadoLibre (MELI) | 0.7 | $197M | 85k | 2336.94 | |
| Carvana Co cl a (CVNA) | 0.6 | $183M | 485k | 377.24 | |
| Analog Devices (ADI) | 0.5 | $143M | 580k | 245.70 | |
| KLA-Tencor Corporation (KLAC) | 0.4 | $109M | 101k | 1078.60 | |
| Compass (COMP) | 0.2 | $56M | 6.9M | 8.03 | |
| Comfort Systems USA (FIX) | 0.1 | $27M | 32k | 825.18 | |
| Sailpoint (SAIL) | 0.1 | $17M | 754k | 22.08 | |
| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.0 | $12M | 25k | 468.41 | |
| Quanta Services (PWR) | 0.0 | $3.3M | 8.0k | 414.42 | |
| Lam Research (LRCX) | 0.0 | $3.0M | 23k | 133.90 | |
| Trane Technologies (TT) | 0.0 | $2.3M | 5.5k | 421.96 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.3M | 9.3k | 243.10 | |
| Kkr & Co (KKR) | 0.0 | $1.7M | 13k | 129.95 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.7M | 15k | 107.81 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $1.5M | 37k | 39.19 | |
| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $1.2M | 2.5k | 479.61 | |
| Boston Scientific Corporation (BSX) | 0.0 | $970k | 9.9k | 97.63 | |
| Synopsys (SNPS) | 0.0 | $840k | 1.7k | 493.39 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $609k | 1.3k | 456.00 | |
| Uber Technologies (UBER) | 0.0 | $586k | 6.0k | 97.97 | |
| Workday Inc cl a (WDAY) | 0.0 | $575k | 2.4k | 240.73 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $486k | 641.00 | 758.15 | |
| Linde (LIN) | 0.0 | $255k | 536.00 | 475.00 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $210k | 1.1k | 183.73 |
