Winslow Capital Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Winslow Capital Management, LLC reported 57 stock positions worth $26.5 billion. Its top holding was Microsoft (MSFT) at 11.5% of the portfolio, followed by Nvidia (NVDA, 7.7%) and Amazon.com (AMZN, 7.7%). Compared with Q4 2023, it opened 6 new positions, sold out of 8, added to 11 and reduced 37. The biggest buy was Adobe (ADBE, shares +20056%) and the biggest sale Apple (AAPL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $26.5B (Q1 2024)
- SEC Filing
- 0000900973-24-000004 ↗ filed May 14, 2024
Holdings Value
Holdings 57 stocks · $26.5B
| MSFT Microsoft Corp. | 11.48% | 7,241,518 | $3.0B | Reduce -1.6% |
| NVDA Nvidia Corp. | 7.73% | 2,269,976 | $2.1B | Reduce -2.2% |
| AMZN Amazon.com Inc. | 7.69% | 11,324,426 | $2.0B | Add +0.8% |
| META Meta Platforms Inc. Class A | 4.78% | 2,616,017 | $1.3B | Reduce -6.1% |
| AAPL Apple Inc. | 4.63% | 7,164,736 | $1.2B | Reduce -8.7% |
| AVGO Broadcom Inc. | 3.28% | 656,918 | $870.7M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 2.76% | 4,847,142 | $731.6M | Reduce -1.9% |
| CRM Salesforce Inc. | 2.73% | 2,402,778 | $723.7M | Add +5.3% |
| ISRG Intuitive Surgical Inc. | 2.71% | 1,799,525 | $718.2M | Reduce -2.5% |
| ADBE Adobe Inc. | 2.67% | 1,404,491 | $708.7M | Add +20056.3% |
| GOOG Alphabet Inc. Class C | 2.53% | 4,414,700 | $672.2M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 2.46% | 1,321,118 | $653.6M | Add +63.3% |
| NOW ServiceNow Inc. | 2.30% | 799,937 | $609.9M | Reduce -12.7% |
| LRCX Lam Research Corp. | 2.03% | 554,676 | $538.9M | Reduce -8.7% |
| CMG Chipotle Mexican Grill Inc. | 1.92% | 175,545 | $510.3M | Reduce -28.6% |
| NFLX Netflix Inc. | 1.88% | 823,400 | $500.1M | Reduce -7.4% |
| EW Edwards Lifesciences Corp. | 1.82% | 5,058,732 | $483.4M | New |
| ORLY O'reilly Automotive Inc. | 1.76% | 414,745 | $468.2M | Add +7.0% |
| BKNG Booking Holdings Inc. | 1.74% | 127,540 | $462.7M | New |
| TT Trane Technologies PLC | 1.66% | 1,467,169 | $440.4M | Add +3069.2% |
| LLY Eli Lilly & Co. | 1.65% | 564,048 | $438.8M | Reduce -13.1% |
| ASML ASML Holding NV-NY Reg SHS | 1.65% | 450,535 | $437.2M | Reduce -36.5% |
| PH Parker Hannifin Corp. | 1.64% | 782,858 | $435.1M | Reduce -1.9% |
| INTU Intuit Inc. | 1.64% | 667,933 | $434.2M | Add +119387.1% |
| V Visa Inc. Class A | 1.60% | 1,519,462 | $424.1M | Reduce -2.2% |
| UBER Uber Technologies Inc. | 1.56% | 5,383,561 | $414.5M | Add +39.7% |
| MA Mastercard Inc. Class A | 1.55% | 854,595 | $411.5M | Reduce -37.5% |
| KKR KKR & Co. Inc. | 1.54% | 4,071,169 | $409.5M | Reduce -2.0% |
| MCD McDonald's Corp. | 1.28% | 1,208,505 | $340.7M | Add +16.3% |
| BSX Boston Scientific Corp. | 1.25% | 4,846,239 | $331.9M | Reduce -3.7% |
| WDAY Workday Inc. Class A | 1.21% | 1,174,804 | $320.4M | Reduce -49.2% |
| IDXX Idexx Laboratories Inc. | 1.15% | 563,625 | $304.3M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 1.09% | 396,009 | $290.1M | Reduce -7.7% |
| LIN Linde PLC | 1.08% | 616,897 | $286.4M | Reduce -31.1% |
| HLT Hilton Worldwide Holdings Inc. | 1.07% | 1,334,356 | $284.6M | Reduce -10.3% |
| ABT Abbott Laboratories | 1.06% | 2,484,543 | $282.4M | New |
| SNPS Synopsys Inc. | 1.06% | 490,994 | $280.6M | Reduce -22.6% |
| ACN Accenture PLC Class A | 1.05% | 806,754 | $279.6M | Reduce -1.8% |
| AME Ametek Inc. | 1.05% | 1,517,175 | $277.5M | New |
| GE General Electric | 1.00% | 1,515,265 | $266.0M | New |
| MSCI MSCI Inc. | 0.95% | 452,353 | $253.5M | Reduce -27.7% |
| TEAM Atlassian Corp. Class A | 0.85% | 1,154,075 | $225.2M | Reduce -2.1% |
| AMD Advanced Micro Devices | 0.65% | 958,212 | $172.9M | Add +36264.8% |
| TSLA Tesla Inc. | 0.48% | 728,411 | $128.0M | Reduce -44.3% |
| COMP Compass Inc. Class A | 0.10% | 7,122,320 | $25.6M | No change |
| ODD Oddity Tech Ltd. Class A | 0.09% | 560,558 | $24.4M | No change |
| RSKD Riskified Ltd. Class A | 0.07% | 3,442,221 | $18.6M | No change |
| ECL Ecolab Inc. | 0.04% | 50,825 | $11.7M | New |
| IWF iShares Russell 1000 Growth | 0.01% | 9,690 | $3.3M | Reduce -59.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 1,723 | $593K | Reduce -7.7% |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 904 | $525K | Reduce -99.9% |
| ADI Analog Devices Inc. | 0.00% | 1,907 | $377K | Reduce -99.8% |
| LULU Lululemon Athletica Inc. | 0.00% | 944 | $369K | Reduce -99.8% |
| MCO Moody's Corp. | 0.00% | 900 | $354K | Reduce -99.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 614 | $257K | Reduce -99.9% |
| UNP Union Pacific Corp. | 0.00% | 993 | $244K | Reduce -99.9% |
| CAT Caterpillar Inc. | 0.00% | 610 | $224K | Reduce -39.2% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -8.7% | 4.63% | −1.64 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -99.9% | 0.00% | −1.56 |
| WDAY Workday Inc. Class A | Reduce -49.2% | 1.21% | −1.44 |
| TMO Thermo Fisher Scientific Inc. | Reduce -99.9% | 0.00% | −1.38 |
| UNP Union Pacific Corp. | Reduce -99.9% | 0.00% | −1.22 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −1.21 |
| LULU Lululemon Athletica Inc. | Reduce -99.8% | 0.00% | −1.18 |
| MCO Moody's Corp. | Reduce -99.9% | 0.00% | −1.16 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −1.16 |
| ADI Analog Devices Inc. | Reduce -99.8% | 0.00% | −1.07 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.94 |
| MA Mastercard Inc. Class A | Reduce -37.5% | 1.55% | −0.87 |
| TSLA Tesla Inc. | Reduce -44.3% | 0.48% | −0.87 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -36.5% | 1.65% | −0.58 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.52 |
| MSCI MSCI Inc. | Reduce -27.7% | 0.95% | −0.51 |
| LIN Linde PLC | Reduce -31.1% | 1.08% | −0.45 |
| CMG Chipotle Mexican Grill Inc. | Reduce -28.6% | 1.92% | −0.41 |
| NOW ServiceNow Inc. | Reduce -12.7% | 2.30% | −0.39 |
| TEAM Atlassian Corp. Class A | Reduce -2.1% | 0.85% | −0.32 |
| SNPS Synopsys Inc. | Reduce -22.6% | 1.06% | −0.30 |
| IDXX Idexx Laboratories Inc. | Reduce -2.2% | 1.15% | −0.18 |
| ACN Accenture PLC Class A | Reduce -1.8% | 1.05% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 2.76% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -7.7% | 1.09% | −0.08 |
| V Visa Inc. Class A | Reduce -2.2% | 1.60% | −0.08 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -10.3% | 1.07% | −0.05 |
| IT Gartner Inc. | Sold out | 0.00% | −0.04 |
| MS Morgan Stanley | Sold out | 0.00% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -59.3% | 0.01% | −0.02 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.01 |
| MSFT Microsoft Corp. | Reduce -1.6% | 11.48% | −0.01 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.00 |
| CAT Caterpillar Inc. | Reduce -39.2% | 0.00% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.7% | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -3.7% | 1.25% | +0.04 |
| LRCX Lam Research Corp. | Reduce -8.7% | 2.03% | +0.06 |
| LLY Eli Lilly & Co. | Reduce -13.1% | 1.65% | +0.08 |
| NFLX Netflix Inc. | Reduce -7.4% | 1.88% | +0.09 |
| KKR KKR & Co. Inc. | Reduce -2.0% | 1.54% | +0.11 |
| PH Parker Hannifin Corp. | Reduce -1.9% | 1.64% | +0.11 |
| AVGO Broadcom Inc. | Reduce -3.9% | 3.28% | +0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -2.5% | 2.71% | +0.12 |
| META Meta Platforms Inc. Class A | Reduce -6.1% | 4.78% | +0.69 |
| NVDA Nvidia Corp. | Reduce -2.2% | 7.73% | +2.96 |
Portfolio Buys Q4 2023 → Q1 2024
| ADBE Adobe Inc. | Add +20056.3% | 2.67% | +2.65 |
| EW Edwards Lifesciences Corp. | New | 1.82% | +1.82 |
| BKNG Booking Holdings Inc. | New | 1.74% | +1.74 |
| INTU Intuit Inc. | Add +119387.1% | 1.64% | +1.63 |
| TT Trane Technologies PLC | Add +3069.2% | 1.66% | +1.61 |
| ABT Abbott Laboratories | New | 1.06% | +1.06 |
| AME Ametek Inc. | New | 1.05% | +1.05 |
| GE General Electric | New | 1.00% | +1.00 |
| UNH Unitedhealth Group Inc. | Add +63.3% | 2.46% | +0.69 |
| AMD Advanced Micro Devices | Add +36264.8% | 0.65% | +0.65 |
| AMZN Amazon.com Inc. | Add +0.8% | 7.69% | +0.61 |
| UBER Uber Technologies Inc. | Add +39.7% | 1.56% | +0.58 |
| ORLY O'reilly Automotive Inc. | Add +7.0% | 1.76% | +0.24 |
| CRM Salesforce Inc. | Add +5.3% | 2.73% | +0.24 |
| ECL Ecolab Inc. | New | 0.04% | +0.04 |
| MCD McDonald's Corp. | Add +16.3% | 1.28% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 2.53% | −0.04 |
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 |