Winslow Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Winslow Capital Management, LLC reported 68 stock positions worth $28.1 billion. Its top holding was Microsoft (MSFT) at 10.4% of the portfolio, followed by Nvidia (NVDA, 8.7%) and Amazon.com (AMZN, 8.2%). Compared with Q3 2024, it opened 10 new positions, sold out of 3, added to 15 and reduced 42. The biggest buy was a new position in Arthur J Gallagher (AJG) and the biggest sale an exit from Advanced Micro Devices (AMD).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $28.1B (Q4 2024)
- SEC Filing
- 0000900973-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 68 stocks · $28.1B
| MSFT Microsoft Corp. | 10.42% | 6,959,207 | $2.9B | Reduce -3.5% |
| NVDA Nvidia Corp. | 8.75% | 18,339,448 | $2.5B | Reduce -1.1% |
| AMZN Amazon.com Inc. | 8.21% | 10,527,705 | $2.3B | Reduce -3.6% |
| AAPL Apple Inc. | 6.51% | 7,312,261 | $1.8B | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 5.02% | 2,414,672 | $1.4B | Reduce -5.8% |
| AVGO Broadcom Inc. | 3.59% | 4,358,434 | $1.0B | Reduce -32.4% |
| GOOGL Alphabet Inc. Class A | 3.01% | 4,479,860 | $848.0M | Add +4.7% |
| TSLA Tesla Inc. | 2.83% | 1,974,735 | $797.5M | Add +48.6% |
| GOOG Alphabet Inc. Class C | 2.63% | 3,888,268 | $740.5M | Add +5.2% |
| MA Mastercard Inc. Class A | 2.57% | 1,371,753 | $722.3M | Reduce -0.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.56% | 2,534,749 | $719.5M | New |
| SPOT Spotify Technology SA | 2.37% | 1,489,379 | $666.3M | Reduce -22.8% |
| LLY Eli Lilly & Co. | 2.13% | 776,340 | $599.3M | Add +0.7% |
| ISRG Intuitive Surgical Inc. | 2.00% | 1,080,601 | $564.0M | Reduce -17.7% |
| NOW ServiceNow Inc. | 1.97% | 522,953 | $554.4M | Reduce -4.5% |
| ORCL Oracle Corp. | 1.82% | 3,066,200 | $511.0M | Add +47.1% |
| CMG Chipotle Mexican Grill Inc. | 1.69% | 7,866,961 | $474.4M | Add +26.1% |
| ORLY O'reilly Automotive Inc. | 1.63% | 387,264 | $459.2M | Add +36.0% |
| KKR KKR & Co. Inc. | 1.61% | 3,073,500 | $454.6M | Reduce -26.9% |
| GE General Electric filed as GE AEROSPACE | 1.60% | 2,693,001 | $449.2M | Reduce -9.5% |
| BKNG Booking Holdings Inc. | 1.57% | 88,754 | $441.0M | Add +132.7% |
| TT Trane Technologies PLC | 1.55% | 1,183,229 | $437.0M | Reduce -15.3% |
| WDAY Workday Inc. Class A | 1.42% | 1,547,259 | $399.2M | Reduce -24.1% |
| ADP Automatic Data Processing | 1.41% | 1,355,222 | $396.7M | New |
| ETN Eaton Corp. PLC | 1.39% | 1,174,810 | $389.9M | Reduce -13.1% |
| NFLX Netflix Inc. | 1.31% | 413,251 | $368.3M | Reduce -35.7% |
| SYK Stryker Corp. | 1.29% | 1,010,821 | $363.9M | Reduce -4.7% |
| FISV Fiserv Inc. | 1.29% | 1,767,261 | $363.0M | New |
| TXN Texas Instruments Inc. | 1.25% | 1,874,366 | $351.5M | Add +39.3% |
| LRCX Lam Research Corp. | 1.23% | 4,777,663 | $345.1M | Reduce -3.6% |
| ECL Ecolab Inc. | 1.19% | 1,427,083 | $334.4M | Add +98.6% |
| FICO Fair Isaac Corp. | 1.13% | 159,664 | $317.9M | Reduce -38.9% |
| SNPS Synopsys Inc. | 1.11% | 644,812 | $313.0M | Add +9.6% |
| HLT Hilton Worldwide Holdings Inc. | 1.06% | 1,204,989 | $297.8M | Reduce -4.3% |
| VMC Vulcan Materials Co. | 1.04% | 1,140,897 | $293.5M | Reduce -3.5% |
| BSX Boston Scientific Corp. | 0.99% | 3,134,072 | $279.9M | Reduce -8.4% |
| INTU Intuit Inc. | 0.98% | 437,733 | $275.1M | Reduce -38.0% |
| HWM Howmet Aerospace Inc. | 0.94% | 2,430,689 | $265.8M | New |
| SHOP Shopify Inc. Class A | 0.94% | 2,493,144 | $265.1M | Reduce -35.6% |
| APH Amphenol Corp. Class A | 0.92% | 3,719,585 | $258.3M | Reduce -8.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.85% | 1,020,567 | $240.1M | Add +6.1% |
| CTAS Cintas Corp. | 0.70% | 1,073,110 | $196.1M | New |
| SNOW Snowflake Inc. | 0.61% | 1,118,339 | $172.7M | New |
| ADBE Adobe Inc. | 0.39% | 245,079 | $109.0M | Reduce -46.2% |
| COMP Compass Inc. Class A | 0.14% | 6,934,620 | $40.6M | Reduce -2.6% |
| ODD Oddity Tech Ltd. Class A | 0.08% | 560,558 | $23.6M | No change |
| ANET Arista Networks Inc. | 0.07% | 186,105 | $20.6M | Add +17.2% |
| NDAQ Nasdaq Inc. | 0.07% | 251,630 | $19.5M | New |
| IWF iShares Russell 1000 Growth | 0.06% | 41,850 | $16.8M | Add +135.2% |
| EB Eventbrite Inc. Class A | 0.03% | 2,369,578 | $8.0M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 17,038 | $7.0M | Add +573.2% |
| RSKD Riskified Ltd. Class A | 0.02% | 1,000,000 | $4.7M | Reduce -41.9% |
| ROL Rollins Inc. | 0.01% | 78,006 | $3.6M | New |
| IVW iShares S&P 500 Growth ETF | 0.00% | 13,609 | $1.4M | New |
| PH Parker Hannifin Corp. | 0.00% | 1,439 | $915K | Reduce -25.0% |
| V Visa Inc. Class A | 0.00% | 2,393 | $756K | Reduce -22.1% |
| UBER Uber Technologies Inc. | 0.00% | 11,903 | $718K | Reduce -99.8% |
| COST Costco Wholesale Corp. | 0.00% | 738 | $676K | Reduce -27.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 941 | $652K | Reduce -99.8% |
| CRM Salesforce Inc. | 0.00% | 1,545 | $517K | Reduce -40.9% |
| UNH Unitedhealth Group Inc. | 0.00% | 1,009 | $510K | Reduce -20.7% |
| LIN Linde PLC | 0.00% | 1,017 | $426K | Reduce -32.6% |
| MSCI MSCI Inc. | 0.00% | 598 | $359K | Reduce -17.3% |
| MCO Moody's Corp. | 0.00% | 644 | $305K | Reduce -9.3% |
| MELI MercadoLibre Inc. | 0.00% | 171 | $291K | Reduce -99.9% |
| SBUX Starbucks Corp. | 0.00% | 2,631 | $240K | Reduce -99.9% |
| ADI Analog Devices Inc. | 0.00% | 1,086 | $231K | Reduce -33.2% |
| IDXX Idexx Laboratories Inc. | 0.00% | 512 | $212K | Reduce -27.8% |
Portfolio Sells Q3 2024 → Q4 2024
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.74 |
| UBER Uber Technologies Inc. | Reduce -99.8% | 0.00% | −1.58 |
| MELI MercadoLibre Inc. | Reduce -99.9% | 0.00% | −1.52 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -99.8% | 0.00% | −1.28 |
| SBUX Starbucks Corp. | Reduce -99.9% | 0.00% | −1.27 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −1.21 |
| MSFT Microsoft Corp. | Reduce -3.5% | 10.42% | −0.73 |
| FICO Fair Isaac Corp. | Reduce -38.9% | 1.13% | −0.69 |
| INTU Intuit Inc. | Reduce -38.0% | 0.98% | −0.60 |
| ADBE Adobe Inc. | Reduce -46.2% | 0.39% | −0.46 |
| GE General Electric | Reduce -9.5% | 1.60% | −0.42 |
| AVGO Broadcom Inc. | Reduce -32.4% | 3.59% | −0.41 |
| TT Trane Technologies PLC | Reduce -15.3% | 1.55% | −0.40 |
| WDAY Workday Inc. Class A | Reduce -24.1% | 1.42% | −0.37 |
| KKR KKR & Co. Inc. | Reduce -26.9% | 1.61% | −0.36 |
| NFLX Netflix Inc. | Reduce -35.7% | 1.31% | −0.33 |
| ISRG Intuitive Surgical Inc. | Reduce -17.7% | 2.00% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -5.8% | 5.02% | −0.25 |
| LRCX Lam Research Corp. | Reduce -3.6% | 1.23% | −0.23 |
| ETN Eaton Corp. PLC | Reduce -13.1% | 1.39% | −0.23 |
| SPOT Spotify Technology SA | Reduce -22.8% | 2.37% | −0.19 |
| SHOP Shopify Inc. Class A | Reduce -35.6% | 0.94% | −0.17 |
| SYK Stryker Corp. | Reduce -4.7% | 1.29% | −0.08 |
| BSX Boston Scientific Corp. | Reduce -8.4% | 0.99% | −0.04 |
| APH Amphenol Corp. Class A | Reduce -8.3% | 0.92% | −0.03 |
| VMC Vulcan Materials Co. | Reduce -3.5% | 1.04% | −0.02 |
| RSKD Riskified Ltd. Class A | Reduce -41.9% | 0.02% | −0.01 |
| COMP Compass Inc. Class A | Reduce -2.6% | 0.14% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -25.0% | 0.00% | −0.00 |
| LIN Linde PLC | Reduce -32.6% | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -27.7% | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -20.7% | 0.00% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -40.9% | 0.00% | −0.00 |
| ADI Analog Devices Inc. | Reduce -33.2% | 0.00% | −0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -27.8% | 0.00% | −0.00 |
| V Visa Inc. Class A | Reduce -22.1% | 0.00% | −0.00 |
| MSCI MSCI Inc. | Reduce -17.3% | 0.00% | −0.00 |
| MCO Moody's Corp. | Reduce -9.3% | 0.00% | −0.00 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -4.3% | 1.06% | +0.02 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 2.57% | +0.11 |
| AAPL Apple Inc. | Reduce -3.9% | 6.51% | +0.14 |
| NOW ServiceNow Inc. | Reduce -4.5% | 1.97% | +0.21 |
| NVDA Nvidia Corp. | Reduce -1.1% | 8.75% | +0.66 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 8.21% | +0.89 |
Portfolio Buys Q3 2024 → Q4 2024
| AJG Arthur J Gallagher & Co. | New | 2.56% | +2.56 |
| TSLA Tesla Inc. | Add +48.6% | 2.83% | +1.58 |
| ADP Automatic Data Processing | New | 1.41% | +1.41 |
| FISV Fiserv Inc. | New | 1.29% | +1.29 |
| BKNG Booking Holdings Inc. | Add +132.7% | 1.57% | +0.99 |
| HWM Howmet Aerospace Inc. | New | 0.94% | +0.94 |
| CTAS Cintas Corp. | New | 0.70% | +0.70 |
| SNOW Snowflake Inc. | New | 0.61% | +0.61 |
| ORCL Oracle Corp. | Add +47.1% | 1.82% | +0.54 |
| ECL Ecolab Inc. | Add +98.6% | 1.19% | +0.53 |
| GOOGL Alphabet Inc. Class A | Add +4.7% | 3.01% | +0.46 |
| ORLY O'reilly Automotive Inc. | Add +36.0% | 1.63% | +0.45 |
| GOOG Alphabet Inc. Class C | Add +5.2% | 2.63% | +0.41 |
| CMG Chipotle Mexican Grill Inc. | Add +26.1% | 1.69% | +0.39 |
| TXN Texas Instruments Inc. | Add +39.3% | 1.25% | +0.25 |
| NDAQ Nasdaq Inc. | New | 0.07% | +0.07 |
| SNPS Synopsys Inc. | Add +9.6% | 1.11% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +135.2% | 0.06% | +0.04 |
| EB Eventbrite Inc. Class A | New | 0.03% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +573.2% | 0.02% | +0.02 |
| ANET Arista Networks Inc. | Add +17.2% | 0.07% | +0.02 |
| ROL Rollins Inc. | New | 0.01% | +0.01 |
| IVW iShares S&P 500 Growth ETF | New | 0.00% | +0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +6.1% | 0.85% | −0.10 |
| LLY Eli Lilly & Co. | Add +0.7% | 2.13% | −0.33 |
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 |