Winslow Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Winslow Capital Management, LLC reported 65 stock positions worth $25.1 billion. Its top holding was Microsoft (MSFT) at 9.4% of the portfolio, followed by Amazon.com (AMZN, 7.5%) and Nvidia (NVDA, 7.0%). Compared with Q4 2024, it opened 9 new positions, sold out of 12, added to 15 and reduced 38. The biggest buy was Visa Class A (V, shares +71277%) and the biggest sale Nvidia (NVDA, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $25.1B (Q1 2025)
- SEC Filing
- 0000900973-25-000006 ↗ filed May 14, 2025
Holdings Value
Holdings 65 stocks · $25.1B
| MSFT Microsoft Corp. | 9.39% | 6,272,602 | $2.4B | Reduce -9.9% |
| AMZN Amazon.com Inc. | 7.55% | 9,947,787 | $1.9B | Reduce -5.5% |
| NVDA Nvidia Corp. | 7.00% | 16,191,709 | $1.8B | Reduce -11.7% |
| AAPL Apple Inc. | 5.98% | 6,754,206 | $1.5B | Reduce -7.6% |
| META Meta Platforms Inc. Class A | 5.37% | 2,335,454 | $1.3B | Reduce -3.3% |
| AVGO Broadcom Inc. | 3.88% | 5,814,238 | $973.5M | Add +33.4% |
| LLY Eli Lilly & Co. | 3.76% | 1,140,284 | $941.8M | Add +46.9% |
| MA Mastercard Inc. Class A | 2.90% | 1,327,721 | $727.8M | Reduce -3.2% |
| SPOT Spotify Technology SA | 2.47% | 1,126,075 | $619.4M | Reduce -24.4% |
| V Visa Inc. Class A | 2.39% | 1,708,057 | $598.6M | Add +71277.2% |
| GOOGL Alphabet Inc. Class A | 2.27% | 3,680,447 | $569.1M | Reduce -17.8% |
| LRCX Lam Research Corp. | 2.25% | 7,769,872 | $564.9M | Add +62.6% |
| ISRG Intuitive Surgical Inc. | 2.21% | 1,116,928 | $553.2M | Add +3.4% |
| NOW ServiceNow Inc. | 2.12% | 668,019 | $531.8M | Add +27.7% |
| NFLX Netflix Inc. | 2.09% | 561,159 | $523.3M | Add +35.8% |
| FICO Fair Isaac Corp. | 1.96% | 266,414 | $491.3M | Add +66.9% |
| GOOG Alphabet Inc. Class C | 1.94% | 3,105,342 | $485.1M | Reduce -20.1% |
| LPLA LPL Financial Holdings Inc. | 1.90% | 1,457,701 | $476.9M | New |
| GE General Electric filed as GE AEROSPACE | 1.85% | 2,320,171 | $464.4M | Reduce -13.8% |
| CMG Chipotle Mexican Grill Inc. | 1.78% | 8,911,810 | $447.5M | Add +13.3% |
| TSLA Tesla Inc. | 1.69% | 1,630,323 | $422.5M | Reduce -17.4% |
| BKNG Booking Holdings Inc. | 1.61% | 87,364 | $402.5M | Reduce -1.6% |
| CTAS Cintas Corp. | 1.58% | 1,923,990 | $395.4M | Add +79.3% |
| SYK Stryker Corp. | 1.45% | 976,290 | $363.4M | Reduce -3.4% |
| HWM Howmet Aerospace Inc. | 1.43% | 2,765,534 | $358.8M | Add +13.8% |
| ORLY O'reilly Automotive Inc. | 1.38% | 240,893 | $345.1M | Reduce -37.8% |
| WDAY Workday Inc. Class A | 1.37% | 1,472,907 | $344.0M | Reduce -4.8% |
| DASH DoorDash Inc. Class A | 1.32% | 1,814,605 | $331.7M | New |
| ALNY Alnylam Pharmaceuticals Inc. | 1.28% | 1,187,178 | $320.6M | Add +16.3% |
| FISV Fiserv Inc. | 1.24% | 1,410,196 | $311.4M | Reduce -20.2% |
| DHR Danaher Corp. | 1.19% | 1,459,010 | $299.1M | New |
| TT Trane Technologies PLC | 1.18% | 878,197 | $295.9M | Reduce -25.8% |
| KKR KKR & Co. Inc. | 1.16% | 2,521,283 | $291.5M | Reduce -18.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.13% | 823,622 | $284.3M | Reduce -67.5% |
| BSX Boston Scientific Corp. | 1.07% | 2,658,340 | $268.2M | Reduce -15.2% |
| SNPS Synopsys Inc. | 1.07% | 624,150 | $267.7M | Reduce -3.2% |
| TXN Texas Instruments Inc. | 1.06% | 1,476,096 | $265.3M | Reduce -21.3% |
| HLT Hilton Worldwide Holdings Inc. | 1.06% | 1,165,020 | $265.1M | Reduce -3.3% |
| ECL Ecolab Inc. | 1.00% | 984,352 | $249.6M | Reduce -31.0% |
| SHOP Shopify Inc. Class A | 0.89% | 2,590,599 | $222.8M | Add +3.9% |
| ORCL Oracle Corp. | 0.83% | 1,489,026 | $208.2M | Reduce -51.4% |
| CRM Salesforce Inc. | 0.78% | 725,051 | $194.6M | Add +46828.9% |
| PLTR Palantir Technologies Inc. Class A | 0.61% | 1,812,727 | $153.0M | New |
| AXON Axon Enterprise Inc. | 0.55% | 262,254 | $137.9M | New |
| APP AppLovin Corp. Class A | 0.25% | 238,616 | $63.2M | New |
| COMP Compass Inc. Class A | 0.24% | 6,934,620 | $60.5M | No change |
| SAIL Sailpoint Inc. | 0.13% | 1,723,580 | $32.3M | New |
| IWF iShares Russell 1000 Growth | 0.11% | 74,334 | $26.8M | Add +77.6% |
| ODD Oddity Tech Ltd. Class A | 0.10% | 560,558 | $24.2M | No change |
| ANET Arista Networks Inc. | 0.05% | 176,165 | $13.6M | Reduce -5.3% |
| NDAQ Nasdaq Inc. | 0.05% | 157,110 | $11.9M | Reduce -37.6% |
| CAVA Cava Group Inc. | 0.04% | 119,410 | $10.3M | New |
| EB Eventbrite Inc. Class A | 0.02% | 2,369,578 | $5.0M | No change |
| ROL Rollins Inc. | 0.01% | 61,546 | $3.3M | Reduce -21.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 3,068 | $1.1M | Reduce -82.0% |
| UBER Uber Technologies Inc. | 0.00% | 6,608 | $481K | Reduce -44.5% |
| PH Parker Hannifin Corp. | 0.00% | 741 | $450K | Reduce -48.5% |
| UNH Unitedhealth Group Inc. | 0.00% | 668 | $350K | Reduce -33.8% |
| LIN Linde PLC | 0.00% | 556 | $259K | Reduce -45.3% |
| APH Amphenol Corp. Class A | 0.00% | 3,805 | $250K | Reduce -99.9% |
| MSCI MSCI Inc. | 0.00% | 411 | $232K | Reduce -31.3% |
| COST Costco Wholesale Corp. | 0.00% | 229 | $217K | Reduce -69.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 419 | $203K | New |
| ADI Analog Devices Inc. | 0.00% | 981 | $198K | Reduce -9.7% |
| ETN Eaton Corp. PLC | 0.00% | 652 | $177K | Reduce -99.9% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -11.7% | 7.00% | −1.75 |
| AJG Arthur J Gallagher & Co. | Reduce -67.5% | 1.13% | −1.42 |
| ADP Automatic Data Processing | Sold out | 0.00% | −1.41 |
| ETN Eaton Corp. PLC | Reduce -99.9% | 0.00% | −1.38 |
| TSLA Tesla Inc. | Reduce -17.4% | 1.69% | −1.15 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −1.04 |
| MSFT Microsoft Corp. | Reduce -9.9% | 9.39% | −1.03 |
| ORCL Oracle Corp. | Reduce -51.4% | 0.83% | −0.98 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.98 |
| APH Amphenol Corp. Class A | Reduce -99.9% | 0.00% | −0.92 |
| GOOGL Alphabet Inc. Class A | Reduce -17.8% | 2.27% | −0.74 |
| GOOG Alphabet Inc. Class C | Reduce -20.1% | 1.94% | −0.70 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 7.55% | −0.66 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.61 |
| AAPL Apple Inc. | Reduce -7.6% | 5.98% | −0.52 |
| KKR KKR & Co. Inc. | Reduce -18.0% | 1.16% | −0.45 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.39 |
| TT Trane Technologies PLC | Reduce -25.8% | 1.18% | −0.37 |
| ORLY O'reilly Automotive Inc. | Reduce -37.8% | 1.38% | −0.25 |
| ECL Ecolab Inc. | Reduce -31.0% | 1.00% | −0.19 |
| TXN Texas Instruments Inc. | Reduce -21.3% | 1.06% | −0.19 |
| FISV Fiserv Inc. | Reduce -20.2% | 1.24% | −0.05 |
| WDAY Workday Inc. Class A | Reduce -4.8% | 1.37% | −0.05 |
| SNPS Synopsys Inc. | Reduce -3.2% | 1.07% | −0.04 |
| NDAQ Nasdaq Inc. | Reduce -37.6% | 0.05% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -82.0% | 0.00% | −0.02 |
| ANET Arista Networks Inc. | Reduce -5.3% | 0.05% | −0.02 |
| RSKD Riskified Ltd. Class A | Sold out | 0.00% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -69.0% | 0.00% | −0.00 |
| PH Parker Hannifin Corp. | Reduce -48.5% | 0.00% | −0.00 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.00 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.00 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.00 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -3.3% | 1.06% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -44.5% | 0.00% | −0.00 |
| LIN Linde PLC | Reduce -45.3% | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -33.8% | 0.00% | −0.00 |
| MSCI MSCI Inc. | Reduce -31.3% | 0.00% | −0.00 |
| ADI Analog Devices Inc. | Reduce -9.7% | 0.00% | 0.00 |
| ROL Rollins Inc. | Reduce -21.1% | 0.01% | +0.00 |
| BKNG Booking Holdings Inc. | Reduce -1.6% | 1.61% | +0.04 |
| BSX Boston Scientific Corp. | Reduce -15.2% | 1.07% | +0.08 |
| SPOT Spotify Technology SA | Reduce -24.4% | 2.47% | +0.10 |
| SYK Stryker Corp. | Reduce -3.4% | 1.45% | +0.16 |
| GE General Electric | Reduce -13.8% | 1.85% | +0.26 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 2.90% | +0.34 |
| META Meta Platforms Inc. Class A | Reduce -3.3% | 5.37% | +0.35 |
Portfolio Buys Q4 2024 → Q1 2025
| V Visa Inc. Class A | Add +71277.2% | 2.39% | +2.38 |
| LPLA LPL Financial Holdings Inc. | New | 1.90% | +1.90 |
| LLY Eli Lilly & Co. | Add +46.9% | 3.76% | +1.63 |
| DASH DoorDash Inc. Class A | New | 1.32% | +1.32 |
| DHR Danaher Corp. | New | 1.19% | +1.19 |
| LRCX Lam Research Corp. | Add +62.6% | 2.25% | +1.03 |
| CTAS Cintas Corp. | Add +79.3% | 1.58% | +0.88 |
| FICO Fair Isaac Corp. | Add +66.9% | 1.96% | +0.83 |
| NFLX Netflix Inc. | Add +35.8% | 2.09% | +0.78 |
| CRM Salesforce Inc. | Add +46828.9% | 0.78% | +0.77 |
| PLTR Palantir Technologies Inc. Class A | New | 0.61% | +0.61 |
| AXON Axon Enterprise Inc. | New | 0.55% | +0.55 |
| HWM Howmet Aerospace Inc. | Add +13.8% | 1.43% | +0.49 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +16.3% | 1.28% | +0.43 |
| AVGO Broadcom Inc. | Add +33.4% | 3.88% | +0.29 |
| APP AppLovin Corp. Class A | New | 0.25% | +0.25 |
| ISRG Intuitive Surgical Inc. | Add +3.4% | 2.21% | +0.20 |
| NOW ServiceNow Inc. | Add +27.7% | 2.12% | +0.15 |
| SAIL Sailpoint Inc. | New | 0.13% | +0.13 |
| CMG Chipotle Mexican Grill Inc. | Add +13.3% | 1.78% | +0.10 |
| IWF iShares Russell 1000 Growth | Add +77.6% | 0.11% | +0.05 |
| CAVA Cava Group Inc. | New | 0.04% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.00% | +0.00 |
| SHOP Shopify Inc. Class A | Add +3.9% | 0.89% | −0.05 |
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 |