Winslow Capital Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Winslow Capital Management, LLC reported 55 stock positions worth $27.7 billion. Its top holding was Microsoft (MSFT) at 11.7% of the portfolio, followed by Nvidia (NVDA, 9.5%) and Amazon.com (AMZN, 7.6%). Compared with Q1 2024, it opened 6 new positions, sold out of 8, added to 23 and reduced 24. The biggest buy was a new position in Spotify Technology (SPOT) and the biggest sale Salesforce (CRM, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $27.7B (Q2 2024)
- SEC Filing
- 0000900973-24-000006 ↗ filed Aug 13, 2024
Holdings Value
Holdings 55 stocks · $27.7B
| MSFT Microsoft Corp. | 11.68% | 7,247,313 | $3.2B | Add +0.1% |
| NVDA Nvidia Corp. | 9.52% | 21,367,772 | $2.6B | Reduce -5.9% |
| AMZN Amazon.com Inc. | 7.65% | 10,971,411 | $2.1B | Reduce -3.1% |
| AAPL Apple Inc. | 6.18% | 8,129,120 | $1.7B | Add +13.5% |
| META Meta Platforms Inc. Class A | 3.79% | 2,085,423 | $1.1B | Reduce -20.3% |
| AVGO Broadcom Inc. | 3.68% | 635,509 | $1.0B | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 3.32% | 5,051,470 | $920.1M | Add +4.2% |
| GOOG Alphabet Inc. Class C | 2.98% | 4,505,230 | $826.3M | Add +2.0% |
| ISRG Intuitive Surgical Inc. | 2.68% | 1,669,157 | $742.5M | Reduce -7.2% |
| INTU Intuit Inc. | 2.40% | 1,011,474 | $664.8M | Add +51.4% |
| LRCX Lam Research Corp. | 2.32% | 604,460 | $643.7M | Add +9.0% |
| UBER Uber Technologies Inc. | 2.28% | 8,701,257 | $632.4M | Add +61.6% |
| SPOT Spotify Technology SA | 2.04% | 1,802,182 | $565.5M | New |
| ADBE Adobe Inc. | 2.03% | 1,013,310 | $562.9M | Reduce -27.9% |
| LLY Eli Lilly & Co. | 1.97% | 603,157 | $546.1M | Add +6.9% |
| KKR KKR & Co. Inc. | 1.93% | 5,080,879 | $534.7M | Add +24.8% |
| BKNG Booking Holdings Inc. | 1.76% | 123,303 | $488.5M | Reduce -3.3% |
| EW Edwards Lifesciences Corp. | 1.76% | 5,270,590 | $486.8M | Add +4.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.73% | 470,122 | $480.8M | Add +4.3% |
| TT Trane Technologies PLC | 1.69% | 1,423,488 | $468.2M | Reduce -3.0% |
| NOW ServiceNow Inc. | 1.58% | 557,389 | $438.5M | Reduce -30.3% |
| ORLY O'reilly Automotive Inc. | 1.54% | 405,113 | $427.8M | Reduce -2.3% |
| V Visa Inc. Class A | 1.50% | 1,581,152 | $415.0M | Add +4.1% |
| NFLX Netflix Inc. | 1.44% | 589,748 | $398.0M | Reduce -28.4% |
| FICO Fair Isaac Corp. | 1.42% | 265,015 | $394.5M | New |
| CMG Chipotle Mexican Grill Inc. | 1.32% | 5,828,846 | $365.2M | Reduce -33.6% |
| MA Mastercard Inc. Class A | 1.32% | 827,323 | $365.0M | Reduce -3.2% |
| SNPS Synopsys Inc. | 1.29% | 603,041 | $358.8M | Add +22.8% |
| WDAY Workday Inc. Class A | 1.29% | 1,597,636 | $357.2M | Add +36.0% |
| BSX Boston Scientific Corp. | 1.29% | 4,634,186 | $356.9M | Reduce -4.4% |
| IDXX Idexx Laboratories Inc. | 1.24% | 707,621 | $344.8M | Add +25.6% |
| GE General Electric filed as GE AEROSPACE | 1.21% | 2,101,600 | $334.1M | Add +38.7% |
| COST Costco Wholesale Corp. | 1.17% | 380,105 | $323.1M | Reduce -4.0% |
| PH Parker Hannifin Corp. | 1.09% | 594,748 | $300.8M | Reduce -24.0% |
| ABT Abbott Laboratories | 1.08% | 2,894,590 | $300.8M | Add +16.5% |
| HLT Hilton Worldwide Holdings Inc. | 1.01% | 1,284,078 | $280.2M | Reduce -3.8% |
| WCN Waste Connections Inc. | 0.99% | 1,566,461 | $274.7M | New |
| AME Ametek Inc. | 0.98% | 1,629,980 | $271.7M | Add +7.4% |
| UNH Unitedhealth Group Inc. | 0.93% | 505,231 | $257.3M | Reduce -61.8% |
| ETN Eaton Corp. PLC | 0.91% | 804,720 | $252.3M | New |
| AMD Advanced Micro Devices | 0.88% | 1,504,547 | $244.1M | Add +57.0% |
| ECL Ecolab Inc. | 0.78% | 910,877 | $216.8M | Add +1692.2% |
| COMP Compass Inc. Class A | 0.09% | 7,122,320 | $25.6M | No change |
| CRM Salesforce Inc. | 0.08% | 86,536 | $22.2M | Reduce -96.4% |
| ODD Oddity Tech Ltd. Class A | 0.08% | 560,558 | $22.0M | No change |
| RSKD Riskified Ltd. Class A | 0.06% | 2,581,675 | $16.5M | Reduce -25.0% |
| IWF iShares Russell 1000 Growth | 0.03% | 19,969 | $7.3M | Add +106.1% |
| TXN Texas Instruments Inc. | 0.01% | 12,651 | $2.5M | New |
| SCHG Schwab US Large-Cap Growth | 0.00% | 8,798 | $887K | New |
| LIN Linde PLC | 0.00% | 1,646 | $722K | Reduce -99.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 1,816 | $679K | Add +5.4% |
| ADI Analog Devices Inc. | 0.00% | 2,007 | $458K | Add +5.2% |
| MSCI MSCI Inc. | 0.00% | 821 | $396K | Reduce -99.8% |
| MCO Moody's Corp. | 0.00% | 761 | $320K | Reduce -15.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 522 | $245K | Reduce -15.0% |
Portfolio Sells Q1 2024 → Q2 2024
| CRM Salesforce Inc. | Reduce -96.4% | 0.08% | −2.65 |
| UNH Unitedhealth Group Inc. | Reduce -61.8% | 0.93% | −1.53 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.28 |
| LIN Linde PLC | Reduce -99.7% | 0.00% | −1.08 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −1.05 |
| META Meta Platforms Inc. Class A | Reduce -20.3% | 3.79% | −0.99 |
| MSCI MSCI Inc. | Reduce -99.8% | 0.00% | −0.95 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.85 |
| NOW ServiceNow Inc. | Reduce -30.3% | 1.58% | −0.72 |
| ADBE Adobe Inc. | Reduce -27.9% | 2.03% | −0.64 |
| CMG Chipotle Mexican Grill Inc. | Reduce -33.6% | 1.32% | −0.60 |
| PH Parker Hannifin Corp. | Reduce -24.0% | 1.09% | −0.55 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.48 |
| NFLX Netflix Inc. | Reduce -28.4% | 1.44% | −0.45 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 1.32% | −0.23 |
| ORLY O'reilly Automotive Inc. | Reduce -2.3% | 1.54% | −0.22 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -3.8% | 1.01% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 7.65% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -7.2% | 2.68% | −0.03 |
| RSKD Riskified Ltd. Class A | Reduce -25.0% | 0.06% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.00 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.00 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.00 |
| MCO Moody's Corp. | Reduce -15.4% | 0.00% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -15.0% | 0.00% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -3.3% | 1.76% | +0.02 |
| TT Trane Technologies PLC | Reduce -3.0% | 1.69% | +0.03 |
| BSX Boston Scientific Corp. | Reduce -4.4% | 1.29% | +0.04 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 1.17% | +0.07 |
| AVGO Broadcom Inc. | Reduce -3.3% | 3.68% | +0.40 |
| NVDA Nvidia Corp. | Reduce -5.9% | 9.52% | +1.80 |
Portfolio Buys Q1 2024 → Q2 2024
| SPOT Spotify Technology SA | New | 2.04% | +2.04 |
| AAPL Apple Inc. | Add +13.5% | 6.18% | +1.55 |
| FICO Fair Isaac Corp. | New | 1.42% | +1.42 |
| WCN Waste Connections Inc. | New | 0.99% | +0.99 |
| ETN Eaton Corp. PLC | New | 0.91% | +0.91 |
| INTU Intuit Inc. | Add +51.4% | 2.40% | +0.76 |
| ECL Ecolab Inc. | Add +1692.2% | 0.78% | +0.74 |
| UBER Uber Technologies Inc. | Add +61.6% | 2.28% | +0.72 |
| GOOGL Alphabet Inc. Class A | Add +4.2% | 3.32% | +0.56 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 2.98% | +0.45 |
| KKR KKR & Co. Inc. | Add +24.8% | 1.93% | +0.39 |
| LLY Eli Lilly & Co. | Add +6.9% | 1.97% | +0.32 |
| LRCX Lam Research Corp. | Add +9.0% | 2.32% | +0.29 |
| SNPS Synopsys Inc. | Add +22.8% | 1.29% | +0.24 |
| AMD Advanced Micro Devices | Add +57.0% | 0.88% | +0.23 |
| MSFT Microsoft Corp. | Add +0.1% | 11.68% | +0.21 |
| GE General Electric | Add +38.7% | 1.21% | +0.20 |
| IDXX Idexx Laboratories Inc. | Add +25.6% | 1.24% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.3% | 1.73% | +0.09 |
| WDAY Workday Inc. Class A | Add +36.0% | 1.29% | +0.08 |
| ABT Abbott Laboratories | Add +16.5% | 1.08% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +106.1% | 0.03% | +0.01 |
| TXN Texas Instruments Inc. | New | 0.01% | +0.01 |
| SCHG Schwab US Large-Cap Growth | New | 0.00% | +0.00 |
| ADI Analog Devices Inc. | Add +5.2% | 0.00% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.4% | 0.00% | +0.00 |
| EW Edwards Lifesciences Corp. | Add +4.2% | 1.76% | −0.06 |
| AME Ametek Inc. | Add +7.4% | 0.98% | −0.07 |
| V Visa Inc. Class A | Add +4.1% | 1.50% | −0.10 |
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 |