Winslow Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Winslow Capital Management, LLC reported 60 stock positions worth $30.3 billion. Its top holding was Nvidia (NVDA) at 11.5% of the portfolio, followed by Microsoft (MSFT, 11.3%) and Apple (AAPL, 7.2%). Compared with Q2 2025, it opened 7 new positions, sold out of 10, added to 18 and reduced 31. The biggest buy was Alphabet Class C (GOOG, shares +49932%) and the biggest sale Lam Research (LRCX, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $30.3B (Q3 2025)
- SEC Filing
- 0000900973-25-000012 ↗ filed Nov 13, 2025
Holdings Value
Holdings 60 stocks · $30.3B
| NVDA Nvidia Corp. | 11.50% | 18,660,176 | $3.5B | Add +9.1% |
| MSFT Microsoft Corp. | 11.34% | 6,630,499 | $3.4B | Reduce -1.5% |
| AAPL Apple Inc. | 7.19% | 8,548,882 | $2.2B | Add +18.7% |
| AMZN Amazon.com Inc. | 5.86% | 8,075,199 | $1.8B | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 5.05% | 2,082,509 | $1.5B | Reduce -9.8% |
| GOOG Alphabet Inc. Class C | 4.97% | 6,176,411 | $1.5B | Add +49931.7% |
| AVGO Broadcom Inc. | 4.79% | 4,391,979 | $1.4B | Reduce -10.4% |
| ORCL Oracle Corp. | 3.03% | 3,258,685 | $916.5M | Add +62.4% |
| SNOW Snowflake Inc. | 3.00% | 4,029,008 | $908.7M | Add +24.2% |
| TSLA Tesla Inc. | 2.76% | 1,879,336 | $835.8M | Add +34.3% |
| SPOT Spotify Technology SA | 2.37% | 1,027,667 | $717.3M | Add +10.4% |
| NOW ServiceNow Inc. | 2.31% | 759,853 | $699.3M | Add +23.7% |
| V Visa Inc. Class A | 2.31% | 2,047,813 | $699.1M | Reduce -14.2% |
| MA Mastercard Inc. Class A | 2.29% | 1,219,906 | $693.9M | Reduce -10.5% |
| INTU Intuit Inc. | 2.19% | 970,926 | $663.1M | Reduce -2.3% |
| NFLX Netflix Inc. | 2.04% | 515,684 | $618.3M | Reduce -12.3% |
| DASH DoorDash Inc. Class A | 2.00% | 2,221,467 | $604.2M | Add +22.0% |
| LLY Eli Lilly & Co. | 1.96% | 777,133 | $593.0M | Reduce -35.0% |
| AMD Advanced Micro Devices | 1.84% | 3,448,089 | $557.9M | New |
| APH Amphenol Corp. Class A | 1.81% | 4,435,461 | $548.9M | Add +136124.2% |
| SHOP Shopify Inc. Class A | 1.60% | 3,257,696 | $484.1M | Add +25.9% |
| ETN Eaton Corp. PLC | 1.26% | 1,015,826 | $380.2M | Add +24.2% |
| CDNS Cadence Design SYS Inc. | 1.24% | 1,066,141 | $374.5M | New |
| BKNG Booking Holdings Inc. | 1.18% | 66,131 | $357.1M | Reduce -23.4% |
| SYK Stryker Corp. | 1.15% | 942,612 | $348.5M | Reduce -2.3% |
| MCO Moody's Corp. | 1.15% | 731,091 | $348.4M | New |
| AXON Axon Enterprise Inc. | 1.08% | 455,858 | $327.1M | Add +21.4% |
| ECL Ecolab Inc. | 1.07% | 1,178,072 | $322.6M | Reduce -2.0% |
| HWM Howmet Aerospace Inc. | 1.04% | 1,612,043 | $316.3M | Reduce -5.9% |
| ISRG Intuitive Surgical Inc. | 1.01% | 680,981 | $304.6M | Reduce -49.3% |
| GE General Electric filed as GE AEROSPACE | 1.00% | 1,007,954 | $303.2M | Reduce -15.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.96% | 1,123,887 | $291.6M | Reduce -40.7% |
| PLTR Palantir Technologies Inc. Class A | 0.91% | 1,504,932 | $274.5M | Reduce -17.1% |
| ANET Arista Networks Inc. | 0.78% | 1,623,403 | $236.5M | New |
| ARES Ares Management Corp. Class A | 0.77% | 1,456,574 | $232.9M | Add +56.0% |
| VRT Vertiv Holdings Co. Class A | 0.67% | 1,340,511 | $202.2M | Reduce -62.5% |
| MELI MercadoLibre Inc. | 0.65% | 84,463 | $197.4M | New |
| CVNA Carvana Co. | 0.60% | 484,757 | $182.9M | New |
| ADI Analog Devices Inc. | 0.47% | 580,447 | $142.6M | Add +32564.4% |
| KLAC KLA Corp. | 0.36% | 101,070 | $109.0M | Reduce -4.9% |
| COMP Compass Inc. Class A | 0.18% | 6,934,620 | $55.7M | No change |
| FIX Comfort Systems USA Inc. | 0.09% | 32,390 | $26.7M | Add +11.4% |
| SAIL Sailpoint Inc. | 0.06% | 754,026 | $16.6M | Reduce -5.8% |
| IWF iShares Russell 1000 Growth | 0.04% | 25,021 | $11.7M | Reduce -2.5% |
| PWR Quanta Services Inc. | 0.01% | 7,980 | $3.3M | New |
| LRCX Lam Research Corp. | 0.01% | 22,739 | $3.0M | Reduce -99.7% |
| TT Trane Technologies PLC | 0.01% | 5,461 | $2.3M | Reduce -99.4% |
| GOOGL Alphabet Inc. Class A | 0.01% | 9,282 | $2.3M | Reduce -1.4% |
| KKR KKR & Co. Inc. | 0.01% | 13,084 | $1.7M | Add +109.7% |
| ORLY O'reilly Automotive Inc. | 0.01% | 15,391 | $1.7M | Reduce -4.7% |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 37,185 | $1.5M | Reduce -99.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 2,515 | $1.2M | Add +5.4% |
| BSX Boston Scientific Corp. | 0.00% | 9,938 | $970K | Reduce -6.8% |
| SNPS Synopsys Inc. | 0.00% | 1,702 | $840K | Reduce -19.1% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 1,335 | $609K | Reduce -99.9% |
| UBER Uber Technologies Inc. | 0.00% | 5,979 | $586K | No change |
| WDAY Workday Inc. Class A | 0.00% | 2,387 | $575K | Reduce -99.8% |
| PH Parker Hannifin Corp. | 0.00% | 641 | $486K | No change |
| LIN Linde PLC | 0.00% | 536 | $255K | No change |
| TXN Texas Instruments Inc. | 0.00% | 1,140 | $209K | Reduce -99.9% |
Portfolio Sells Q2 2025 → Q3 2025
| LRCX Lam Research Corp. | Reduce -99.7% | 0.01% | −2.69 |
| CMG Chipotle Mexican Grill Inc. | Reduce -99.7% | 0.00% | −2.00 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −1.48 |
| ISRG Intuitive Surgical Inc. | Reduce -49.3% | 1.01% | −1.43 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −1.40 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -99.9% | 0.00% | −1.28 |
| TT Trane Technologies PLC | Reduce -99.4% | 0.01% | −1.27 |
| LLY Eli Lilly & Co. | Reduce -35.0% | 1.96% | −1.15 |
| TXN Texas Instruments Inc. | Reduce -99.9% | 0.00% | −1.14 |
| WDAY Workday Inc. Class A | Reduce -99.8% | 0.00% | −1.14 |
| CTAS Cintas Corp. | Sold out | 0.00% | −1.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.96 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.89 |
| VRT Vertiv Holdings Co. Class A | Reduce -62.5% | 0.67% | −0.87 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.83 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -40.7% | 0.96% | −0.72 |
| META Meta Platforms Inc. Class A | Reduce -9.8% | 5.05% | −0.64 |
| AMZN Amazon.com Inc. | Reduce -8.5% | 5.86% | −0.61 |
| NFLX Netflix Inc. | Reduce -12.3% | 2.04% | −0.59 |
| V Visa Inc. Class A | Reduce -14.2% | 2.31% | −0.52 |
| BKNG Booking Holdings Inc. | Reduce -23.4% | 1.18% | −0.49 |
| INTU Intuit Inc. | Reduce -2.3% | 2.19% | −0.42 |
| MA Mastercard Inc. Class A | Reduce -10.5% | 2.29% | −0.27 |
| SYK Stryker Corp. | Reduce -2.3% | 1.15% | −0.12 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.05 |
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −0.05 |
| EB Eventbrite Inc. Class A | Sold out | 0.00% | −0.02 |
| GE General Electric | Reduce -15.2% | 1.00% | −0.02 |
| HWM Howmet Aerospace Inc. | Reduce -5.9% | 1.04% | −0.02 |
| ECL Ecolab Inc. | Reduce -2.0% | 1.07% | −0.02 |
| SAIL Sailpoint Inc. | Reduce -5.8% | 0.06% | −0.01 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.00 |
| SNPS Synopsys Inc. | Reduce -19.1% | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -6.8% | 0.00% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -4.7% | 0.01% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 0.01% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -2.5% | 0.04% | +0.00 |
| KLAC KLA Corp. | Reduce -4.9% | 0.36% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -17.1% | 0.91% | +0.08 |
| MSFT Microsoft Corp. | Reduce -1.5% | 11.34% | +0.16 |
| AVGO Broadcom Inc. | Reduce -10.4% | 4.79% | +0.27 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOG Alphabet Inc. Class C | Add +49931.7% | 4.97% | +4.96 |
| NVDA Nvidia Corp. | Add +9.1% | 11.50% | +2.47 |
| AAPL Apple Inc. | Add +18.7% | 7.19% | +2.25 |
| AMD Advanced Micro Devices | New | 1.84% | +1.84 |
| APH Amphenol Corp. Class A | Add +136124.2% | 1.81% | +1.81 |
| ORCL Oracle Corp. | Add +62.4% | 3.03% | +1.56 |
| TSLA Tesla Inc. | Add +34.3% | 2.76% | +1.28 |
| CDNS Cadence Design SYS Inc. | New | 1.24% | +1.24 |
| MCO Moody's Corp. | New | 1.15% | +1.15 |
| ANET Arista Networks Inc. | New | 0.78% | +0.78 |
| MELI MercadoLibre Inc. | New | 0.65% | +0.65 |
| CVNA Carvana Co. | New | 0.60% | +0.60 |
| SHOP Shopify Inc. Class A | Add +25.9% | 1.60% | +0.60 |
| SNOW Snowflake Inc. | Add +24.2% | 3.00% | +0.58 |
| DASH DoorDash Inc. Class A | Add +22.0% | 2.00% | +0.50 |
| ADI Analog Devices Inc. | Add +32564.4% | 0.47% | +0.47 |
| ETN Eaton Corp. PLC | Add +24.2% | 1.26% | +0.28 |
| ARES Ares Management Corp. Class A | Add +56.0% | 0.77% | +0.23 |
| NOW ServiceNow Inc. | Add +23.7% | 2.31% | +0.20 |
| AXON Axon Enterprise Inc. | Add +21.4% | 1.08% | +0.04 |
| FIX Comfort Systems USA Inc. | Add +11.4% | 0.09% | +0.04 |
| PWR Quanta Services Inc. | New | 0.01% | +0.01 |
| KKR KKR & Co. Inc. | Add +109.7% | 0.01% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.4% | 0.00% | +0.00 |
| SPOT Spotify Technology SA | Add +10.4% | 2.37% | −0.02 |
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 |