Winslow Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Winslow Capital Management, LLC reported 61 stock positions worth $27.8 billion. Its top holding was Microsoft (MSFT) at 11.2% of the portfolio, followed by Nvidia (NVDA, 8.1%) and Amazon.com (AMZN, 7.3%). Compared with Q2 2024, it opened 11 new positions, sold out of 5, added to 14 and reduced 34. The biggest buy was a new position in MercadoLibre (MELI) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $27.8B (Q3 2024)
- SEC Filing
- 0000900973-24-000010 ↗ filed Nov 13, 2024
Holdings Value
Holdings 61 stocks · $27.8B
| MSFT Microsoft Corp. | 11.16% | 7,215,012 | $3.1B | Reduce -0.5% |
| NVDA Nvidia Corp. | 8.09% | 18,545,706 | $2.3B | Reduce -13.2% |
| AMZN Amazon.com Inc. | 7.31% | 10,919,142 | $2.0B | Reduce -0.5% |
| AAPL Apple Inc. | 6.37% | 7,604,869 | $1.8B | Reduce -6.5% |
| META Meta Platforms Inc. Class A | 5.27% | 2,564,110 | $1.5B | Add +22.9% |
| AVGO Broadcom Inc. | 4.00% | 6,448,122 | $1.1B | Add +1.5% |
| SPOT Spotify Technology SA | 2.56% | 1,930,148 | $711.3M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 2.55% | 4,277,002 | $709.3M | Reduce -15.3% |
| LLY Eli Lilly & Co. | 2.45% | 771,113 | $683.2M | Add +27.9% |
| MA Mastercard Inc. Class A | 2.45% | 1,383,204 | $683.0M | Add +67.2% |
| ISRG Intuitive Surgical Inc. | 2.32% | 1,312,785 | $644.9M | Reduce -21.4% |
| GOOG Alphabet Inc. Class C | 2.22% | 3,697,421 | $618.2M | Reduce -17.9% |
| GE General Electric filed as GE AEROSPACE | 2.02% | 2,974,588 | $560.9M | Add +41.5% |
| KKR KKR & Co. Inc. | 1.97% | 4,204,224 | $549.0M | Reduce -17.3% |
| TT Trane Technologies PLC | 1.95% | 1,397,329 | $543.2M | Reduce -1.8% |
| FICO Fair Isaac Corp. | 1.82% | 261,160 | $507.6M | Reduce -1.4% |
| WDAY Workday Inc. Class A | 1.79% | 2,039,503 | $498.5M | Add +27.7% |
| NOW ServiceNow Inc. | 1.76% | 547,355 | $489.5M | Reduce -1.8% |
| AMD Advanced Micro Devices | 1.74% | 2,957,427 | $485.3M | Add +96.6% |
| NFLX Netflix Inc. | 1.64% | 642,474 | $455.7M | Add +8.9% |
| ETN Eaton Corp. PLC | 1.61% | 1,351,930 | $448.1M | Add +68.0% |
| UBER Uber Technologies Inc. | 1.58% | 5,849,182 | $439.6M | Reduce -32.8% |
| INTU Intuit Inc. | 1.58% | 705,915 | $438.4M | Reduce -30.2% |
| MELI MercadoLibre Inc. | 1.52% | 206,652 | $424.0M | New |
| LRCX Lam Research Corp. | 1.45% | 495,467 | $404.3M | New |
| SYK Stryker Corp. | 1.38% | 1,060,231 | $383.0M | New |
| CMG Chipotle Mexican Grill Inc. | 1.29% | 6,237,545 | $359.4M | Add +7.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.28% | 428,884 | $357.4M | Reduce -8.8% |
| ORCL Oracle Corp. | 1.28% | 2,084,245 | $355.2M | New |
| SBUX Starbucks Corp. | 1.27% | 3,619,369 | $352.9M | New |
| TSLA Tesla Inc. | 1.25% | 1,329,126 | $347.7M | New |
| WCN Waste Connections Inc. | 1.21% | 1,885,899 | $337.2M | Add +20.4% |
| ORLY O'reilly Automotive Inc. | 1.18% | 284,765 | $327.9M | Reduce -29.7% |
| SHOP Shopify Inc. Class A | 1.11% | 3,868,873 | $310.1M | New |
| SNPS Synopsys Inc. | 1.07% | 588,565 | $298.0M | Reduce -2.4% |
| VMC Vulcan Materials Co. | 1.06% | 1,182,529 | $296.1M | New |
| HLT Hilton Worldwide Holdings Inc. | 1.04% | 1,258,474 | $290.1M | Reduce -2.0% |
| BSX Boston Scientific Corp. | 1.03% | 3,420,696 | $286.7M | Reduce -26.2% |
| TXN Texas Instruments Inc. | 1.00% | 1,346,059 | $278.1M | Add +10539.9% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.95% | 961,607 | $264.5M | New |
| APH Amphenol Corp. Class A | 0.95% | 4,054,293 | $264.2M | New |
| ADBE Adobe Inc. | 0.85% | 455,894 | $236.1M | Reduce -55.0% |
| ECL Ecolab Inc. | 0.66% | 718,651 | $183.5M | Reduce -21.1% |
| BKNG Booking Holdings Inc. | 0.58% | 38,149 | $160.7M | Reduce -69.1% |
| COMP Compass Inc. Class A | 0.16% | 7,122,320 | $43.5M | No change |
| ODD Oddity Tech Ltd. Class A | 0.08% | 560,558 | $22.6M | No change |
| ANET Arista Networks Inc. | 0.05% | 39,690 | $15.2M | New |
| RSKD Riskified Ltd. Class A | 0.03% | 1,721,110 | $8.1M | Reduce -33.3% |
| IWF iShares Russell 1000 Growth | 0.02% | 17,793 | $6.7M | Reduce -10.9% |
| PH Parker Hannifin Corp. | 0.00% | 1,918 | $1.2M | Reduce -99.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 2,531 | $972K | Add +39.4% |
| COST Costco Wholesale Corp. | 0.00% | 1,021 | $905K | Reduce -99.7% |
| V Visa Inc. Class A | 0.00% | 3,072 | $845K | Reduce -99.8% |
| UNH Unitedhealth Group Inc. | 0.00% | 1,272 | $744K | Reduce -99.8% |
| LIN Linde PLC | 0.00% | 1,510 | $720K | Reduce -8.3% |
| CRM Salesforce Inc. | 0.00% | 2,612 | $715K | Reduce -97.0% |
| MSCI MSCI Inc. | 0.00% | 723 | $421K | Reduce -11.9% |
| ADI Analog Devices Inc. | 0.00% | 1,625 | $374K | Reduce -19.0% |
| IDXX Idexx Laboratories Inc. | 0.00% | 709 | $358K | Reduce -99.9% |
| MCO Moody's Corp. | 0.00% | 710 | $337K | Reduce -6.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 516 | $240K | Reduce -1.1% |
Portfolio Sells Q2 2024 → Q3 2024
| LRCX Lam Research Corp. | Sold out | 0.00% | −2.32 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −1.76 |
| V Visa Inc. Class A | Reduce -99.8% | 0.00% | −1.49 |
| NVDA Nvidia Corp. | Reduce -13.2% | 8.09% | −1.43 |
| IDXX Idexx Laboratories Inc. | Reduce -99.9% | 0.00% | −1.24 |
| BKNG Booking Holdings Inc. | Reduce -69.1% | 0.58% | −1.18 |
| ADBE Adobe Inc. | Reduce -55.0% | 0.85% | −1.18 |
| COST Costco Wholesale Corp. | Reduce -99.7% | 0.00% | −1.16 |
| ABT Abbott Laboratories | Sold out | 0.00% | −1.08 |
| PH Parker Hannifin Corp. | Reduce -99.7% | 0.00% | −1.08 |
| AME Ametek Inc. | Sold out | 0.00% | −0.98 |
| UNH Unitedhealth Group Inc. | Reduce -99.8% | 0.00% | −0.93 |
| INTU Intuit Inc. | Reduce -30.2% | 1.58% | −0.82 |
| GOOGL Alphabet Inc. Class A | Reduce -15.3% | 2.55% | −0.77 |
| GOOG Alphabet Inc. Class C | Reduce -17.9% | 2.22% | −0.76 |
| UBER Uber Technologies Inc. | Reduce -32.8% | 1.58% | −0.70 |
| MSFT Microsoft Corp. | Reduce -0.5% | 11.16% | −0.53 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -8.8% | 1.28% | −0.45 |
| ORLY O'reilly Automotive Inc. | Reduce -29.7% | 1.18% | −0.36 |
| ISRG Intuitive Surgical Inc. | Reduce -21.4% | 2.32% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 7.31% | −0.34 |
| BSX Boston Scientific Corp. | Reduce -26.2% | 1.03% | −0.26 |
| SNPS Synopsys Inc. | Reduce -2.4% | 1.07% | −0.22 |
| ECL Ecolab Inc. | Reduce -21.1% | 0.66% | −0.12 |
| CRM Salesforce Inc. | Reduce -97.0% | 0.00% | −0.08 |
| RSKD Riskified Ltd. Class A | Reduce -33.3% | 0.03% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -10.9% | 0.02% | −0.00 |
| ADI Analog Devices Inc. | Reduce -19.0% | 0.00% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.1% | 0.00% | 0.00 |
| LIN Linde PLC | Reduce -8.3% | 0.00% | 0.00 |
| MSCI MSCI Inc. | Reduce -11.9% | 0.00% | +0.00 |
| MCO Moody's Corp. | Reduce -6.7% | 0.00% | +0.00 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -2.0% | 1.04% | +0.03 |
| KKR KKR & Co. Inc. | Reduce -17.3% | 1.97% | +0.04 |
| NOW ServiceNow Inc. | Reduce -1.8% | 1.76% | +0.18 |
| AAPL Apple Inc. | Reduce -6.5% | 6.37% | +0.19 |
| TT Trane Technologies PLC | Reduce -1.8% | 1.95% | +0.26 |
| FICO Fair Isaac Corp. | Reduce -1.4% | 1.82% | +0.40 |
Portfolio Buys Q2 2024 → Q3 2024
| MELI MercadoLibre Inc. | New | 1.52% | +1.52 |
| META Meta Platforms Inc. Class A | Add +22.9% | 5.27% | +1.48 |
| LRCX Lam Research Corp. | New | 1.45% | +1.45 |
| SYK Stryker Corp. | New | 1.38% | +1.38 |
| ORCL Oracle Corp. | New | 1.28% | +1.28 |
| SBUX Starbucks Corp. | New | 1.27% | +1.27 |
| TSLA Tesla Inc. | New | 1.25% | +1.25 |
| MA Mastercard Inc. Class A | Add +67.2% | 2.45% | +1.14 |
| SHOP Shopify Inc. Class A | New | 1.11% | +1.11 |
| VMC Vulcan Materials Co. | New | 1.06% | +1.06 |
| TXN Texas Instruments Inc. | Add +10539.9% | 1.00% | +0.99 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.95% | +0.95 |
| APH Amphenol Corp. Class A | New | 0.95% | +0.95 |
| AMD Advanced Micro Devices | Add +96.6% | 1.74% | +0.86 |
| GE General Electric | Add +41.5% | 2.02% | +0.81 |
| ETN Eaton Corp. PLC | Add +68.0% | 1.61% | +0.70 |
| SPOT Spotify Technology SA | Add +7.1% | 2.56% | +0.52 |
| WDAY Workday Inc. Class A | Add +27.7% | 1.79% | +0.50 |
| LLY Eli Lilly & Co. | Add +27.9% | 2.45% | +0.48 |
| AVGO Broadcom Inc. | Add +1.5% | 4.00% | +0.32 |
| WCN Waste Connections Inc. | Add +20.4% | 1.21% | +0.22 |
| NFLX Netflix Inc. | Add +8.9% | 1.64% | +0.20 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +39.4% | 0.00% | +0.00 |
| CMG Chipotle Mexican Grill Inc. | Add +7.0% | 1.29% | −0.03 |
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 |