Winslow Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Winslow Capital Management, LLC reported 66 stock positions worth $29.1 billion. Its top holding was Nvidia (NVDA) at 10.7% of the portfolio, followed by Alphabet Class C (GOOG, 10.7%) and Broadcom (AVGO, 6.0%). Compared with Q1 2026, it opened 14 new positions, sold out of 8, added to 16 and reduced 35. The biggest buy was Alphabet Class C (GOOG, shares +32%) and the biggest sale Apple (AAPL, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $29.1B (Q2 2026)
- SEC Filing
- 0000900973-26-000006 ↗ filed Aug 13, 2026
Holdings Value
Holdings 66 stocks · $29.1B
| NVDA Nvidia Corp. | 10.74% | 15,600,375 | $3.1B | Reduce -6.3% |
| GOOG Alphabet Inc. Class C | 10.70% | 8,800,064 | $3.1B | Add +32.5% |
| AVGO Broadcom Inc. | 6.02% | 4,633,364 | $1.8B | Reduce -9.4% |
| AAPL Apple Inc. | 4.86% | 4,877,656 | $1.4B | Reduce -47.3% |
| AMZN Amazon.com Inc. | 3.53% | 4,304,655 | $1.0B | Reduce -20.5% |
| MSFT Microsoft Corp. | 2.95% | 2,295,227 | $856.2M | Reduce -48.9% |
| AMD Advanced Micro Devices | 2.92% | 1,460,164 | $848.2M | Reduce -23.0% |
| LLY Eli Lilly & Co. | 2.86% | 693,624 | $832.0M | Reduce -8.4% |
| META Meta Platforms Inc. Class A | 2.59% | 1,338,364 | $753.9M | Reduce -23.0% |
| HLT Hilton Worldwide Holdings Inc. | 2.49% | 2,187,153 | $722.8M | Add +25.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.38% | 348,356 | $693.0M | Reduce -0.7% |
| MU Micron Technology Inc. | 2.22% | 559,488 | $645.8M | Reduce -4.1% |
| GE General Electric filed as GE AEROSPACE | 2.20% | 1,708,225 | $638.4M | Reduce -28.4% |
| ANET Arista Networks Inc. | 2.04% | 3,484,991 | $592.0M | Add +68.7% |
| LITE Lumentum Holdings Inc. | 1.76% | 595,561 | $511.0M | New |
| V Visa Inc. Class A | 1.74% | 1,472,227 | $505.1M | Add +8.5% |
| STX Seagate Technology Holdings | 1.72% | 517,006 | $498.9M | New |
| TSLA Tesla Inc. | 1.66% | 1,150,181 | $483.8M | Reduce -21.2% |
| KLAC KLA Corp. | 1.58% | 1,524,800 | $460.0M | Reduce -5.2% |
| JCI Johnson Controls Internation | 1.48% | 2,946,071 | $430.5M | New |
| GEV GE Vernova Inc. | 1.46% | 360,801 | $423.9M | Reduce -32.4% |
| ADI Analog Devices Inc. | 1.37% | 999,060 | $396.8M | Add +10.2% |
| TT Trane Technologies PLC | 1.35% | 800,850 | $393.3M | Add +1.1% |
| VRT Vertiv Holdings Co. Class A | 1.34% | 1,162,369 | $389.2M | Add +34.4% |
| HWM Howmet Aerospace Inc. | 1.31% | 1,412,714 | $379.8M | Reduce -5.0% |
| CAT Caterpillar Inc. | 1.29% | 350,774 | $373.5M | New |
| AFRM Affirm Holdings Inc. | 1.28% | 4,577,562 | $373.3M | New |
| MA Mastercard Inc. Class A | 1.27% | 719,495 | $369.5M | Reduce -14.0% |
| APH Amphenol Corp. Class A | 1.24% | 2,044,422 | $360.5M | Add +54.0% |
| ECL Ecolab Inc. | 1.21% | 1,258,248 | $350.6M | Add +138.0% |
| ELAN Elanco Animal Health Inc. | 1.14% | 13,511,127 | $332.5M | Reduce -0.8% |
| APP AppLovin Corp. Class A | 1.14% | 640,362 | $329.9M | Add +48.3% |
| PH Parker Hannifin Corp. | 1.09% | 325,169 | $318.1M | Reduce -14.8% |
| MCK McKesson Corp. | 1.09% | 420,541 | $317.8M | Add +10.8% |
| CHRW C.H. Robinson Worldwide Inc. | 1.06% | 1,630,787 | $307.1M | Add +3.0% |
| PWR Quanta Services Inc. | 1.04% | 421,452 | $303.5M | Reduce -39.8% |
| MSCI MSCI Inc. | 1.02% | 529,653 | $296.6M | New |
| SNDK Sandisk Corp. | 1.02% | 129,876 | $295.3M | New |
| WWD Woodward Inc. | 1.01% | 690,171 | $293.6M | New |
| MS Morgan Stanley | 0.99% | 1,372,032 | $286.8M | Add +42.1% |
| AXON Axon Enterprise Inc. | 0.97% | 504,819 | $283.0M | New |
| ORLY O'reilly Automotive Inc. | 0.96% | 3,022,539 | $278.3M | Add +2.4% |
| CLS Celestica Inc. | 0.90% | 714,367 | $260.6M | New |
| PLTR Palantir Technologies Inc. Class A | 0.79% | 1,976,130 | $230.6M | Reduce -42.7% |
| SPCX Space Exploration Techn Class A | 0.79% | 1,345,148 | $229.8M | New |
| ORCL Oracle Corp. | 0.78% | 1,537,543 | $225.3M | Add +226.1% |
| SHOP Shopify Inc. Class A | 0.75% | 1,919,693 | $219.2M | Reduce -36.5% |
| TXN Texas Instruments Inc. | 0.67% | 650,733 | $194.0M | Reduce -5.2% |
| LRCX Lam Research Corp. | 0.66% | 444,164 | $192.5M | Add +2944.5% |
| COMP Compass Inc. Class A | 0.29% | 6,934,620 | $85.5M | No change |
| IWF iShares Russell 1000 Growth | 0.09% | 199,230 | $24.7M | Reduce -46.0% |
| WDC Western Digital Corp. | 0.07% | 31,678 | $20.2M | New |
| DDOG Datadog Inc. Class A | 0.06% | 71,940 | $18.7M | New |
| ISRG Intuitive Surgical Inc. | 0.01% | 7,450 | $3.0M | Reduce -99.4% |
| GOOGL Alphabet Inc. Class A | 0.01% | 8,169 | $2.9M | Reduce -2.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 23,347 | $2.0M | Reduce -34.8% |
| AMAT Applied Materials Inc. | 0.01% | 2,360 | $1.7M | New |
| SNOW Snowflake Inc. | 0.00% | 5,608 | $1.4M | Reduce -99.8% |
| SPOT Spotify Technology SA | 0.00% | 2,811 | $1.3M | Reduce -99.5% |
| NFLX Netflix Inc. | 0.00% | 12,041 | $860K | Reduce -99.8% |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 16,060 | $546K | Reduce -58.8% |
| MCO Moody's Corp. | 0.00% | 1,132 | $513K | Reduce -20.6% |
| IVW iShares S&P 500 Growth ETF | 0.00% | 3,008 | $414K | Reduce -9.5% |
| UBER Uber Technologies Inc. | 0.00% | 4,618 | $333K | Reduce -4.8% |
| COST Costco Wholesale Corp. | 0.00% | 256 | $239K | Reduce -97.5% |
| LIN Linde PLC | 0.00% | 414 | $215K | Reduce -5.5% |
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Reduce -47.3% | 4.86% | −4.31 |
| MSFT Microsoft Corp. | Reduce -48.9% | 2.95% | −3.53 |
| NFLX Netflix Inc. | Reduce -99.8% | 0.00% | −2.35 |
| ISRG Intuitive Surgical Inc. | Reduce -99.4% | 0.01% | −2.08 |
| SNOW Snowflake Inc. | Reduce -99.8% | 0.00% | −1.89 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −1.35 |
| META Meta Platforms Inc. Class A | Reduce -23.0% | 2.59% | −1.28 |
| PLTR Palantir Technologies Inc. Class A | Reduce -42.7% | 0.79% | −1.17 |
| SPOT Spotify Technology SA | Reduce -99.5% | 0.00% | −1.17 |
| INTU Intuit Inc. | Sold out | 0.00% | −1.10 |
| AMZN Amazon.com Inc. | Reduce -20.5% | 3.53% | −0.87 |
| SHOP Shopify Inc. Class A | Reduce -36.5% | 0.75% | −0.64 |
| NVDA Nvidia Corp. | Reduce -6.3% | 10.74% | −0.58 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.56 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.56 |
| PWR Quanta Services Inc. | Reduce -39.8% | 1.04% | −0.45 |
| TSLA Tesla Inc. | Reduce -21.2% | 1.66% | −0.45 |
| GE General Electric | Reduce -28.4% | 2.20% | −0.44 |
| GEV GE Vernova Inc. | Reduce -32.4% | 1.46% | −0.36 |
| MA Mastercard Inc. Class A | Reduce -14.0% | 1.27% | −0.36 |
| PH Parker Hannifin Corp. | Reduce -14.8% | 1.09% | −0.24 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.20 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.15 |
| AVGO Broadcom Inc. | Reduce -9.4% | 6.02% | −0.15 |
| ELAN Elanco Animal Health Inc. | Reduce -0.8% | 1.14% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -46.0% | 0.09% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -97.5% | 0.00% | −0.04 |
| HWM Howmet Aerospace Inc. | Reduce -5.0% | 1.31% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -34.8% | 0.01% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Reduce -58.8% | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.00 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.00 |
| MCO Moody's Corp. | Reduce -20.6% | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -4.8% | 0.00% | −0.00 |
| LIN Linde PLC | Reduce -5.5% | 0.00% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.5% | 0.00% | 0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -2.7% | 0.01% | +0.00 |
| LLY Eli Lilly & Co. | Reduce -8.4% | 2.86% | +0.15 |
| TXN Texas Instruments Inc. | Reduce -5.2% | 0.67% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.7% | 2.38% | +0.58 |
| KLAC KLA Corp. | Reduce -5.2% | 1.58% | +0.66 |
| AMD Advanced Micro Devices | Reduce -23.0% | 2.92% | +1.42 |
| MU Micron Technology Inc. | Reduce -4.1% | 2.22% | +1.45 |
Portfolio Buys Q1 2026 → Q2 2026
| GOOG Alphabet Inc. Class C | Add +32.5% | 10.70% | +3.27 |
| LITE Lumentum Holdings Inc. | New | 1.76% | +1.76 |
| STX Seagate Technology Holdings | New | 1.72% | +1.72 |
| JCI Johnson Controls Internation | New | 1.48% | +1.48 |
| CAT Caterpillar Inc. | New | 1.29% | +1.29 |
| AFRM Affirm Holdings Inc. | New | 1.28% | +1.28 |
| ANET Arista Networks Inc. | Add +68.7% | 2.04% | +1.05 |
| MSCI MSCI Inc. | New | 1.02% | +1.02 |
| SNDK Sandisk Corp. | New | 1.02% | +1.02 |
| WWD Woodward Inc. | New | 1.01% | +1.01 |
| AXON Axon Enterprise Inc. | New | 0.97% | +0.97 |
| CLS Celestica Inc. | New | 0.90% | +0.90 |
| SPCX Space Exploration Techn Class A | New | 0.79% | +0.79 |
| ECL Ecolab Inc. | Add +138.0% | 1.21% | +0.66 |
| LRCX Lam Research Corp. | Add +2944.5% | 0.66% | +0.65 |
| APH Amphenol Corp. Class A | Add +54.0% | 1.24% | +0.59 |
| ORCL Oracle Corp. | Add +226.1% | 0.78% | +0.51 |
| VRT Vertiv Holdings Co. Class A | Add +34.4% | 1.34% | +0.49 |
| APP AppLovin Corp. Class A | Add +48.3% | 1.14% | +0.47 |
| HLT Hilton Worldwide Holdings Inc. | Add +25.3% | 2.49% | +0.42 |
| MS Morgan Stanley | Add +42.1% | 0.99% | +0.37 |
| ADI Analog Devices Inc. | Add +10.2% | 1.37% | +0.24 |
| V Visa Inc. Class A | Add +8.5% | 1.74% | +0.14 |
| WDC Western Digital Corp. | New | 0.07% | +0.07 |
| TT Trane Technologies PLC | Add +1.1% | 1.35% | +0.07 |
| DDOG Datadog Inc. Class A | New | 0.06% | +0.06 |
| CHRW C.H. Robinson Worldwide Inc. | Add +3.0% | 1.06% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +2.4% | 0.96% | −0.10 |
| MCK McKesson Corp. | Add +10.8% | 1.09% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $29.1B | NVDA, GOOG, AVGO, AAPL, AMZN |
| Q1 2026 | 60 | $25.6B | NVDA, AAPL, GOOG, MSFT, AVGO |
| Q4 2025 | 62 | $29.8B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q3 2025 | 60 | $30.3B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 63 | $29.9B | MSFT, NVDA, AMZN, META, AAPL |
| Q1 2025 | 65 | $25.1B | MSFT, AMZN, NVDA, AAPL, META |
| Q4 2024 | 68 | $28.1B | MSFT, NVDA, AMZN, AAPL, META |
| Q3 2024 | 61 | $27.8B | MSFT, NVDA, AMZN, AAPL, META |
| Q2 2024 | 55 | $27.7B | MSFT, NVDA, AMZN, AAPL, META |
| Q1 2024 | 57 | $26.5B | MSFT, NVDA, AMZN, META, AAPL |