Winslow Capital Management

Winslow Capital Management as of June 30, 2026

Portfolio Holdings for Winslow Capital Management

Winslow Capital Management holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 10.7 $3.1B 16M 200.09
Alphabet Inc Class C cs (GOOG) 10.7 $3.1B 8.8M 353.33
Broadcom (AVGO) 6.0 $1.8B 4.6M 377.75
Apple (AAPL) 4.9 $1.4B 4.9M 289.36
Amazon (AMZN) 3.5 $1.0B 4.3M 238.34
Microsoft Corporation (MSFT) 2.9 $856M 2.3M 373.02
Advanced Micro Devices (AMD) 2.9 $848M 1.5M 580.91
Eli Lilly & Co. (LLY) 2.9 $832M 694k 1199.43
Facebook Inc cl a (META) 2.6 $754M 1.3M 563.29
Hilton Worldwide Holdings (HLT) 2.5 $723M 2.2M 330.46
Asml Holding (ASML) 2.4 $693M 348k 1989.44
Micron Technology (MU) 2.2 $646M 560k 1154.29
General Electric (GE) 2.2 $638M 1.7M 373.73
Arista Networks (ANET) 2.0 $592M 3.5M 169.88
Lumentum Hldgs (LITE) 1.8 $511M 596k 858.06
Visa (V) 1.7 $505M 1.5M 343.09
Seagate Technology (STX) 1.7 $499M 517k 965.00
Tesla Motors (TSLA) 1.7 $484M 1.2M 420.60
KLA-Tencor Corporation (KLAC) 1.6 $460M 1.5M 301.71
Johnson Controls International Plc equity (JCI) 1.5 $431M 2.9M 146.11
Ge Vernova (GEV) 1.5 $424M 361k 1174.86
Analog Devices (ADI) 1.4 $397M 999k 397.17
Trane Technologies (TT) 1.4 $393M 801k 491.16
Vertiv Holdings Llc vertiv holdings (VRT) 1.3 $389M 1.2M 334.82
Howmet Aerospace (HWM) 1.3 $380M 1.4M 268.86
Caterpillar (CAT) 1.3 $374M 351k 1064.90
Affirm Hldgs (AFRM) 1.3 $373M 4.6M 81.55
MasterCard Incorporated (MA) 1.3 $370M 720k 513.60
Amphenol Corporation (APH) 1.2 $361M 2.0M 176.32
Ecolab (ECL) 1.2 $351M 1.3M 278.61
Elanco Animal Health (ELAN) 1.1 $333M 14M 24.61
Applovin Corp Class A (APP) 1.1 $330M 640k 515.23
Parker-Hannifin Corporation (PH) 1.1 $318M 325k 978.12
McKesson Corporation (MCK) 1.1 $318M 421k 755.60
C.H. Robinson Worldwide (CHRW) 1.1 $307M 1.6M 188.34
Quanta Services (PWR) 1.0 $304M 422k 720.04
Msci (MSCI) 1.0 $297M 530k 560.04
Sandisk Corp (SNDK) 1.0 $295M 130k 2273.73
Woodward Governor Company (WWD) 1.0 $294M 690k 425.44
Morgan Stanley (MS) 1.0 $287M 1.4M 209.04
Axon Enterprise (AXON) 1.0 $283M 505k 560.61
O'reilly Automotive (ORLY) 1.0 $278M 3.0M 92.09
Celestica (CLS) 0.9 $261M 714k 364.80
Palantir Technologies (PLTR) 0.8 $231M 2.0M 116.67
Space X (SPCX) 0.8 $230M 1.3M 170.86
Oracle Corporation (ORCL) 0.8 $225M 1.5M 146.55
Shopify Inc cl a (SHOP) 0.8 $219M 1.9M 114.18
Texas Instruments Incorporated (TXN) 0.7 $194M 651k 298.07
Lam Research (LRCX) 0.7 $193M 444k 433.33
Compass (COMP) 0.3 $86M 6.9M 12.33
Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) 0.1 $25M 199k 124.17
Western Digital (WDC) 0.1 $20M 32k 638.72
Datadog Inc Cl A (DDOG) 0.1 $19M 72k 260.36
Intuitive Surgical (ISRG) 0.0 $3.0M 7.5k 397.68
Alphabet Inc Class A cs (GOOGL) 0.0 $2.9M 8.2k 357.37
Vanguard Index Tr Growth Viper Etf-equity (VUG) 0.0 $2.0M 23k 86.14
Applied Materials (AMAT) 0.0 $1.7M 2.4k 723.00
Snowflake Inc Cl A (SNOW) 0.0 $1.4M 5.6k 254.50
Spotify Technology Sa (SPOT) 0.0 $1.3M 2.8k 459.13
Netflix (NFLX) 0.0 $860k 12k 71.40
Chipotle Mexican Grill (CMG) 0.0 $546k 16k 34.00
Moody's Corporation (MCO) 0.0 $513k 1.1k 452.92
iShares S&P 500 Growth Index (IVW) 0.0 $414k 3.0k 137.53
Uber Technologies (UBER) 0.0 $333k 4.6k 72.16
Costco Wholesale Corporation (COST) 0.0 $240k 256.00 935.47
Linde (LIN) 0.0 $215k 414.00 518.94