Winslow Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Winslow Capital Management, LLC reported 62 stock positions worth $29.8 billion. Its top holding was Nvidia (NVDA) at 10.6% of the portfolio, followed by Microsoft (MSFT, 10.3%) and Apple (AAPL, 7.5%). Compared with Q3 2025, it opened 7 new positions, sold out of 5, added to 19 and reduced 35. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale Oracle (ORCL, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $29.8B (Q4 2025)
- SEC Filing
- 0000900973-26-000002 ↗ filed Feb 12, 2026
Holdings Value
Holdings 62 stocks · $29.8B
| NVDA Nvidia Corp. | 10.61% | 16,920,537 | $3.2B | Reduce -9.3% |
| MSFT Microsoft Corp. | 10.28% | 6,334,918 | $3.1B | Reduce -4.5% |
| AAPL Apple Inc. | 7.51% | 8,279,618 | $2.2B | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 6.36% | 6,025,229 | $1.9B | Reduce -2.5% |
| AMZN Amazon.com Inc. | 6.28% | 8,071,815 | $1.9B | Reduce -0.0% |
| AVGO Broadcom Inc. | 5.17% | 4,452,976 | $1.5B | Add +1.4% |
| META Meta Platforms Inc. Class A | 4.06% | 1,834,788 | $1.2B | Reduce -11.9% |
| LLY Eli Lilly & Co. | 2.74% | 757,228 | $816.5M | Reduce -2.6% |
| ISRG Intuitive Surgical Inc. | 2.42% | 1,269,563 | $722.5M | Add +86.4% |
| MA Mastercard Inc. Class A | 2.38% | 1,239,121 | $708.7M | Add +1.6% |
| V Visa Inc. Class A | 2.34% | 1,986,742 | $697.6M | Reduce -3.0% |
| SNOW Snowflake Inc. | 2.31% | 3,120,063 | $688.9M | Reduce -22.6% |
| TSLA Tesla Inc. | 2.27% | 1,511,503 | $677.0M | Reduce -19.6% |
| SPOT Spotify Technology SA | 2.16% | 1,111,438 | $644.2M | Add +8.2% |
| INTU Intuit Inc. | 2.02% | 909,751 | $601.6M | Reduce -6.3% |
| DASH DoorDash Inc. Class A | 1.78% | 2,343,835 | $531.7M | Add +5.5% |
| NFLX Netflix Inc. | 1.77% | 5,651,852 | $528.6M | Add +9.6% |
| APH Amphenol Corp. Class A | 1.68% | 3,702,170 | $501.7M | Reduce -16.5% |
| HLT Hilton Worldwide Holdings Inc. | 1.61% | 1,668,542 | $480.2M | Add +48.5% |
| GEV GE Vernova Inc. | 1.61% | 732,813 | $479.6M | New |
| SHOP Shopify Inc. Class A | 1.60% | 2,956,282 | $477.6M | Reduce -9.3% |
| SYK Stryker Corp. | 1.54% | 1,299,426 | $458.6M | Add +37.9% |
| NOW ServiceNow Inc. | 1.43% | 2,781,207 | $425.4M | Reduce -26.8% |
| VRTX Vertex Pharmaceuticals Inc. | 1.36% | 887,640 | $405.1M | New |
| GE General Electric filed as GE AEROSPACE | 1.34% | 1,285,902 | $398.4M | Add +27.6% |
| CDNS Cadence Design SYS Inc. | 1.21% | 1,151,476 | $360.8M | Add +8.0% |
| MCK McKesson Corp. | 1.20% | 437,073 | $358.7M | New |
| CTAS Cintas Corp. | 1.15% | 1,822,369 | $342.5M | New |
| ORCL Oracle Corp. | 1.13% | 1,728,534 | $336.6M | Reduce -47.0% |
| HWM Howmet Aerospace Inc. | 1.08% | 1,569,254 | $322.7M | Reduce -2.6% |
| AXON Axon Enterprise Inc. | 1.05% | 547,802 | $314.3M | Add +20.2% |
| ARES Ares Management Corp. Class A | 1.04% | 1,911,513 | $310.6M | Add +31.2% |
| PWR Quanta Services Inc. | 0.96% | 673,593 | $285.3M | Add +8341.0% |
| KKR KKR & Co. Inc. | 0.91% | 2,114,593 | $270.2M | Add +16061.7% |
| PLTR Palantir Technologies Inc. Class A | 0.88% | 1,468,291 | $261.6M | Reduce -2.4% |
| NDAQ Nasdaq Inc. | 0.84% | 2,568,537 | $250.5M | New |
| ANET Arista Networks Inc. | 0.83% | 1,896,528 | $248.5M | Add +16.8% |
| AMD Advanced Micro Devices | 0.60% | 831,730 | $177.7M | Reduce -75.9% |
| ECL Ecolab Inc. | 0.56% | 633,821 | $166.4M | Reduce -46.2% |
| ADI Analog Devices Inc. | 0.53% | 572,634 | $157.8M | Reduce -1.4% |
| PH Parker Hannifin Corp. | 0.48% | 164,111 | $144.5M | Add +25502.3% |
| KLAC KLA Corp. | 0.39% | 96,480 | $117.2M | Reduce -4.5% |
| COMP Compass Inc. Class A | 0.25% | 6,934,620 | $73.3M | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 70,412 | $33.3M | Add +181.4% |
| MCO Moody's Corp. | 0.04% | 24,150 | $12.3M | Reduce -96.7% |
| TT Trane Technologies PLC | 0.04% | 28,162 | $11.0M | Add +415.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 14,044 | $6.9M | Add +458.4% |
| LRCX Lam Research Corp. | 0.01% | 21,970 | $3.8M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.01% | 9,174 | $2.9M | Reduce -1.2% |
| ORLY O'reilly Automotive Inc. | 0.00% | 14,830 | $1.4M | Reduce -3.6% |
| IVW iShares S&P 500 Growth ETF | 0.00% | 10,414 | $1.3M | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 29,040 | $1.1M | Reduce -21.9% |
| BSX Boston Scientific Corp. | 0.00% | 9,403 | $897K | Reduce -5.4% |
| BKNG Booking Holdings Inc. | 0.00% | 143 | $766K | Reduce -99.8% |
| VRT Vertiv Holdings Co. Class A | 0.00% | 4,384 | $710K | Reduce -99.7% |
| SNPS Synopsys Inc. | 0.00% | 1,093 | $513K | Reduce -35.8% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 1,266 | $503K | Reduce -5.2% |
| UBER Uber Technologies Inc. | 0.00% | 5,889 | $481K | Reduce -1.5% |
| MELI MercadoLibre Inc. | 0.00% | 206 | $415K | Reduce -99.8% |
| WDAY Workday Inc. Class A | 0.00% | 1,481 | $318K | Reduce -38.0% |
| LIN Linde PLC | 0.00% | 481 | $205K | Reduce -10.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 190 | $203K | New |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -47.0% | 1.13% | −1.90 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −1.26 |
| AMD Advanced Micro Devices | Reduce -75.9% | 0.60% | −1.25 |
| BKNG Booking Holdings Inc. | Reduce -99.8% | 0.00% | −1.18 |
| MCO Moody's Corp. | Reduce -96.7% | 0.04% | −1.11 |
| MSFT Microsoft Corp. | Reduce -4.5% | 10.28% | −1.06 |
| META Meta Platforms Inc. Class A | Reduce -11.9% | 4.06% | −0.99 |
| NVDA Nvidia Corp. | Reduce -9.3% | 10.61% | −0.89 |
| NOW ServiceNow Inc. | Reduce -26.8% | 1.43% | −0.88 |
| SNOW Snowflake Inc. | Reduce -22.6% | 2.31% | −0.69 |
| VRT Vertiv Holdings Co. Class A | Reduce -99.7% | 0.00% | −0.67 |
| MELI MercadoLibre Inc. | Reduce -99.8% | 0.00% | −0.65 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.60 |
| ECL Ecolab Inc. | Reduce -46.2% | 0.56% | −0.51 |
| TSLA Tesla Inc. | Reduce -19.6% | 2.27% | −0.49 |
| INTU Intuit Inc. | Reduce -6.3% | 2.02% | −0.17 |
| APH Amphenol Corp. Class A | Reduce -16.5% | 1.68% | −0.13 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.09 |
| SAIL Sailpoint Inc. | Sold out | 0.00% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.4% | 0.88% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -21.9% | 0.00% | −0.00 |
| SNPS Synopsys Inc. | Reduce -35.8% | 0.00% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -3.6% | 0.00% | −0.00 |
| WDAY Workday Inc. Class A | Reduce -38.0% | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -5.2% | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -1.5% | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -5.4% | 0.00% | −0.00 |
| LIN Linde PLC | Reduce -10.3% | 0.00% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | Reduce -3.4% | 0.01% | +0.00 |
| SHOP Shopify Inc. Class A | Reduce -9.3% | 1.60% | +0.00 |
| V Visa Inc. Class A | Reduce -3.0% | 2.34% | +0.03 |
| KLAC KLA Corp. | Reduce -4.5% | 0.39% | +0.03 |
| HWM Howmet Aerospace Inc. | Reduce -2.6% | 1.08% | +0.04 |
| ADI Analog Devices Inc. | Reduce -1.4% | 0.53% | +0.06 |
| AAPL Apple Inc. | Reduce -3.1% | 7.51% | +0.32 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 6.28% | +0.42 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 2.74% | +0.78 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 6.36% | +1.39 |
Portfolio Buys Q3 2025 → Q4 2025
| GEV GE Vernova Inc. | New | 1.61% | +1.61 |
| ISRG Intuitive Surgical Inc. | Add +86.4% | 2.42% | +1.42 |
| VRTX Vertex Pharmaceuticals Inc. | New | 1.36% | +1.36 |
| MCK McKesson Corp. | New | 1.20% | +1.20 |
| CTAS Cintas Corp. | New | 1.15% | +1.15 |
| PWR Quanta Services Inc. | Add +8341.0% | 0.96% | +0.95 |
| KKR KKR & Co. Inc. | Add +16061.7% | 0.91% | +0.90 |
| NDAQ Nasdaq Inc. | New | 0.84% | +0.84 |
| HLT Hilton Worldwide Holdings Inc. | Add +48.5% | 1.61% | +0.65 |
| PH Parker Hannifin Corp. | Add +25502.3% | 0.48% | +0.48 |
| SYK Stryker Corp. | Add +37.9% | 1.54% | +0.39 |
| AVGO Broadcom Inc. | Add +1.4% | 5.17% | +0.38 |
| GE General Electric | Add +27.6% | 1.34% | +0.34 |
| ARES Ares Management Corp. Class A | Add +31.2% | 1.04% | +0.27 |
| MA Mastercard Inc. Class A | Add +1.6% | 2.38% | +0.09 |
| IWF iShares Russell 1000 Growth | Add +181.4% | 0.11% | +0.07 |
| ANET Arista Networks Inc. | Add +16.8% | 0.83% | +0.05 |
| TT Trane Technologies PLC | Add +415.7% | 0.04% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +458.4% | 0.02% | +0.02 |
| IVW iShares S&P 500 Growth ETF | New | 0.00% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.00% | +0.00 |
| AXON Axon Enterprise Inc. | Add +20.2% | 1.05% | −0.03 |
| CDNS Cadence Design SYS Inc. | Add +8.0% | 1.21% | −0.03 |
| SPOT Spotify Technology SA | Add +8.2% | 2.16% | −0.21 |
| DASH DoorDash Inc. Class A | Add +5.5% | 1.78% | −0.21 |
| NFLX Netflix Inc. | Add +9.6% | 1.77% | −0.27 |
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 |