Winslow Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Winslow Capital Management, LLC reported 63 stock positions worth $29.9 billion. Its top holding was Microsoft (MSFT) at 11.2% of the portfolio, followed by Nvidia (NVDA, 9.0%) and Amazon.com (AMZN, 6.5%). Compared with Q1 2025, it opened 8 new positions, sold out of 10, added to 21 and reduced 32. The biggest buy was a new position in Intuit (INTU) and the biggest sale Alphabet Class A (GOOGL, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $29.9B (Q2 2025)
- SEC Filing
- 0000900973-25-000008 ↗ filed Aug 13, 2025
Holdings Value
Holdings 63 stocks · $29.9B
| MSFT Microsoft Corp. | 11.18% | 6,729,889 | $3.3B | Add +7.3% |
| NVDA Nvidia Corp. | 9.03% | 17,108,401 | $2.7B | Add +5.7% |
| AMZN Amazon.com Inc. | 6.47% | 8,826,640 | $1.9B | Reduce -11.3% |
| META Meta Platforms Inc. Class A | 5.69% | 2,310,169 | $1.7B | Reduce -1.1% |
| AAPL Apple Inc. | 4.94% | 7,204,012 | $1.5B | Add +6.7% |
| AVGO Broadcom Inc. | 4.52% | 4,904,712 | $1.4B | Reduce -15.6% |
| LLY Eli Lilly & Co. | 3.11% | 1,194,806 | $931.4M | Add +4.8% |
| V Visa Inc. Class A | 2.83% | 2,387,618 | $847.7M | Add +39.8% |
| LRCX Lam Research Corp. | 2.70% | 8,310,124 | $808.9M | Add +7.0% |
| NFLX Netflix Inc. | 2.63% | 587,786 | $787.1M | Add +4.8% |
| INTU Intuit Inc. | 2.61% | 993,711 | $782.7M | New |
| MA Mastercard Inc. Class A | 2.56% | 1,363,644 | $766.3M | Add +2.7% |
| ISRG Intuitive Surgical Inc. | 2.44% | 1,342,473 | $729.5M | Add +20.2% |
| SNOW Snowflake Inc. | 2.42% | 3,242,915 | $725.7M | New |
| SPOT Spotify Technology SA | 2.39% | 930,868 | $714.3M | Reduce -17.3% |
| NOW ServiceNow Inc. | 2.11% | 614,376 | $631.6M | Reduce -8.0% |
| CMG Chipotle Mexican Grill Inc. | 2.01% | 10,705,985 | $601.1M | Add +20.1% |
| HLT Hilton Worldwide Holdings Inc. | 1.69% | 1,894,315 | $504.5M | Add +62.6% |
| BKNG Booking Holdings Inc. | 1.67% | 86,385 | $500.1M | Reduce -1.1% |
| VRT Vertiv Holdings Co. Class A | 1.53% | 3,576,701 | $459.3M | New |
| DASH DoorDash Inc. Class A | 1.50% | 1,820,877 | $448.9M | Add +0.3% |
| TSLA Tesla Inc. | 1.48% | 1,399,005 | $444.4M | Reduce -14.2% |
| LPLA LPL Financial Holdings Inc. | 1.48% | 1,183,069 | $443.6M | Reduce -18.8% |
| ORCL Oracle Corp. | 1.47% | 2,006,986 | $438.8M | Add +34.8% |
| FICO Fair Isaac Corp. | 1.40% | 229,187 | $418.9M | Reduce -14.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.28% | 1,177,439 | $384.0M | Reduce -0.8% |
| TT Trane Technologies PLC | 1.28% | 873,660 | $382.1M | Reduce -0.5% |
| SYK Stryker Corp. | 1.27% | 964,432 | $381.6M | Reduce -1.2% |
| TXN Texas Instruments Inc. | 1.14% | 1,650,199 | $342.6M | Add +11.8% |
| WDAY Workday Inc. Class A | 1.14% | 1,419,900 | $340.8M | Reduce -3.6% |
| ECL Ecolab Inc. | 1.08% | 1,202,208 | $323.9M | Add +22.1% |
| HWM Howmet Aerospace Inc. | 1.06% | 1,712,629 | $318.8M | Reduce -38.1% |
| CTAS Cintas Corp. | 1.04% | 1,403,342 | $312.8M | Reduce -27.1% |
| AXON Axon Enterprise Inc. | 1.04% | 375,580 | $311.0M | Add +43.2% |
| GE General Electric filed as GE AEROSPACE | 1.02% | 1,189,213 | $306.1M | Reduce -48.7% |
| SHOP Shopify Inc. Class A | 1.00% | 2,587,012 | $298.4M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.98% | 817,926 | $292.0M | Add +125348.8% |
| DHR Danaher Corp. | 0.96% | 1,461,785 | $288.8M | Add +0.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.89% | 828,466 | $265.2M | Add +0.6% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.83% | 4,766,825 | $248.1M | New |
| PLTR Palantir Technologies Inc. Class A | 0.83% | 1,815,032 | $247.4M | Add +0.1% |
| ARES Ares Management Corp. Class A | 0.54% | 934,030 | $161.8M | New |
| KLAC KLA Corp. | 0.32% | 106,300 | $95.2M | New |
| COMP Compass Inc. Class A | 0.15% | 6,934,620 | $43.5M | No change |
| SAIL Sailpoint Inc. | 0.06% | 800,580 | $18.3M | Reduce -53.5% |
| FIX Comfort Systems USA Inc. | 0.05% | 29,070 | $15.6M | New |
| ADP Automatic Data Processing | 0.05% | 46,200 | $14.2M | New |
| ODD Oddity Tech Ltd. Class A | 0.05% | 179,907 | $13.6M | Reduce -67.9% |
| IWF iShares Russell 1000 Growth | 0.04% | 25,667 | $10.9M | Reduce -65.5% |
| EB Eventbrite Inc. Class A | 0.02% | 2,369,578 | $6.2M | No change |
| GOOG Alphabet Inc. Class C | 0.01% | 12,345 | $2.2M | Reduce -99.6% |
| GOOGL Alphabet Inc. Class A | 0.01% | 9,419 | $1.7M | Reduce -99.7% |
| ORLY O'reilly Automotive Inc. | 0.00% | 16,143 | $1.5M | Reduce -99.5% |
| BSX Boston Scientific Corp. | 0.00% | 10,660 | $1.1M | Reduce -99.6% |
| SNPS Synopsys Inc. | 0.00% | 2,105 | $1.1M | Reduce -99.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 2,386 | $1.0M | Reduce -22.2% |
| KKR KKR & Co. Inc. | 0.00% | 6,239 | $830K | Reduce -99.8% |
| UBER Uber Technologies Inc. | 0.00% | 5,979 | $558K | Reduce -9.5% |
| PH Parker Hannifin Corp. | 0.00% | 641 | $448K | Reduce -13.5% |
| ADI Analog Devices Inc. | 0.00% | 1,777 | $423K | Add +81.1% |
| APH Amphenol Corp. Class A | 0.00% | 3,256 | $322K | Reduce -14.4% |
| CRM Salesforce Inc. | 0.00% | 944 | $257K | Reduce -99.9% |
| LIN Linde PLC | 0.00% | 536 | $251K | Reduce -3.6% |
Portfolio Sells Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | Reduce -99.7% | 0.01% | −2.26 |
| GOOG Alphabet Inc. Class C | Reduce -99.6% | 0.01% | −1.93 |
| ORLY O'reilly Automotive Inc. | Reduce -99.5% | 0.00% | −1.37 |
| FISV Fiserv Inc. | Sold out | 0.00% | −1.24 |
| KKR KKR & Co. Inc. | Reduce -99.8% | 0.00% | −1.16 |
| AMZN Amazon.com Inc. | Reduce -11.3% | 6.47% | −1.08 |
| BSX Boston Scientific Corp. | Reduce -99.6% | 0.00% | −1.07 |
| SNPS Synopsys Inc. | Reduce -99.7% | 0.00% | −1.06 |
| GE General Electric | Reduce -48.7% | 1.02% | −0.83 |
| CRM Salesforce Inc. | Reduce -99.9% | 0.00% | −0.78 |
| FICO Fair Isaac Corp. | Reduce -14.0% | 1.40% | −0.56 |
| CTAS Cintas Corp. | Reduce -27.1% | 1.04% | −0.53 |
| LPLA LPL Financial Holdings Inc. | Reduce -18.8% | 1.48% | −0.42 |
| HWM Howmet Aerospace Inc. | Reduce -38.1% | 1.06% | −0.37 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.25 |
| WDAY Workday Inc. Class A | Reduce -3.6% | 1.14% | −0.23 |
| TSLA Tesla Inc. | Reduce -14.2% | 1.48% | −0.20 |
| SYK Stryker Corp. | Reduce -1.2% | 1.27% | −0.18 |
| SPOT Spotify Technology SA | Reduce -17.3% | 2.39% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -65.5% | 0.04% | −0.07 |
| SAIL Sailpoint Inc. | Reduce -53.5% | 0.06% | −0.07 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.05 |
| ODD Oddity Tech Ltd. Class A | Reduce -67.9% | 0.05% | −0.05 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.05 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.04 |
| ROL Rollins Inc. | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -8.0% | 2.11% | −0.01 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -22.2% | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.00 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.00 |
| PH Parker Hannifin Corp. | Reduce -13.5% | 0.00% | −0.00 |
| LIN Linde PLC | Reduce -3.6% | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -9.5% | 0.00% | −0.00 |
| APH Amphenol Corp. Class A | Reduce -14.4% | 0.00% | +0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -0.8% | 1.28% | +0.00 |
| BKNG Booking Holdings Inc. | Reduce -1.1% | 1.67% | +0.06 |
| TT Trane Technologies PLC | Reduce -0.5% | 1.28% | +0.10 |
| SHOP Shopify Inc. Class A | Reduce -0.1% | 1.00% | +0.11 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 5.69% | +0.33 |
| AVGO Broadcom Inc. | Reduce -15.6% | 4.52% | +0.63 |
Portfolio Buys Q1 2025 → Q2 2025
| INTU Intuit Inc. | New | 2.61% | +2.61 |
| SNOW Snowflake Inc. | New | 2.42% | +2.42 |
| NVDA Nvidia Corp. | Add +5.7% | 9.03% | +2.03 |
| MSFT Microsoft Corp. | Add +7.3% | 11.18% | +1.79 |
| VRT Vertiv Holdings Co. Class A | New | 1.53% | +1.53 |
| ETN Eaton Corp. PLC | Add +125348.8% | 0.98% | +0.97 |
| ONON On Holding AG Class A | New | 0.83% | +0.83 |
| ORCL Oracle Corp. | Add +34.8% | 1.47% | +0.64 |
| HLT Hilton Worldwide Holdings Inc. | Add +62.6% | 1.69% | +0.63 |
| NFLX Netflix Inc. | Add +4.8% | 2.63% | +0.54 |
| ARES Ares Management Corp. Class A | New | 0.54% | +0.54 |
| AXON Axon Enterprise Inc. | Add +43.2% | 1.04% | +0.49 |
| LRCX Lam Research Corp. | Add +7.0% | 2.70% | +0.45 |
| V Visa Inc. Class A | Add +39.8% | 2.83% | +0.44 |
| KLAC KLA Corp. | New | 0.32% | +0.32 |
| ISRG Intuitive Surgical Inc. | Add +20.2% | 2.44% | +0.23 |
| CMG Chipotle Mexican Grill Inc. | Add +20.1% | 2.01% | +0.22 |
| PLTR Palantir Technologies Inc. Class A | Add +0.1% | 0.83% | +0.22 |
| DASH DoorDash Inc. Class A | Add +0.3% | 1.50% | +0.18 |
| ECL Ecolab Inc. | Add +22.1% | 1.08% | +0.09 |
| TXN Texas Instruments Inc. | Add +11.8% | 1.14% | +0.09 |
| FIX Comfort Systems USA Inc. | New | 0.05% | +0.05 |
| ADP Automatic Data Processing | New | 0.05% | +0.05 |
| ADI Analog Devices Inc. | Add +81.1% | 0.00% | +0.00 |
| DHR Danaher Corp. | Add +0.2% | 0.96% | −0.23 |
| AJG Arthur J Gallagher & Co. | Add +0.6% | 0.89% | −0.25 |
| MA Mastercard Inc. Class A | Add +2.7% | 2.56% | −0.34 |
| LLY Eli Lilly & Co. | Add +4.8% | 3.11% | −0.65 |
| AAPL Apple Inc. | Add +6.7% | 4.94% | −1.05 |
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 |