Winslow Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Winslow Capital Management, LLC reported 60 stock positions worth $25.6 billion. Its top holding was Nvidia (NVDA) at 11.3% of the portfolio, followed by Apple (AAPL, 9.2%) and Alphabet Class C (GOOG, 7.4%). Compared with Q4 2025, it opened 9 new positions, sold out of 11, added to 23 and reduced 27. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +184464%) and the biggest sale Microsoft (MSFT, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0000900973
- Portfolio Value
- $25.6B (Q1 2026)
- SEC Filing
- 0000900973-26-000004 ↗ filed May 14, 2026
Holdings Value
Holdings 60 stocks · $25.6B
| NVDA Nvidia Corp. | 11.32% | 16,654,394 | $2.9B | Reduce -1.6% |
| AAPL Apple Inc. | 9.16% | 9,259,247 | $2.3B | Add +11.8% |
| GOOG Alphabet Inc. Class C | 7.43% | 6,642,467 | $1.9B | Add +10.2% |
| MSFT Microsoft Corp. | 6.48% | 4,488,492 | $1.7B | Reduce -29.1% |
| AVGO Broadcom Inc. | 6.17% | 5,114,520 | $1.6B | Add +14.9% |
| AMZN Amazon.com Inc. | 4.40% | 5,414,765 | $1.1B | Reduce -32.9% |
| META Meta Platforms Inc. Class A | 3.88% | 1,738,950 | $994.9M | Reduce -5.2% |
| LLY Eli Lilly & Co. | 2.72% | 757,586 | $696.8M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 2.64% | 2,386,803 | $677.3M | Add +85.6% |
| NFLX Netflix Inc. | 2.35% | 6,271,330 | $603.0M | Add +11.0% |
| TSLA Tesla Inc. | 2.12% | 1,459,239 | $542.5M | Reduce -3.5% |
| ISRG Intuitive Surgical Inc. | 2.09% | 1,160,360 | $534.9M | Reduce -8.6% |
| HLT Hilton Worldwide Holdings Inc. | 2.07% | 1,744,997 | $530.6M | Add +4.6% |
| PLTR Palantir Technologies Inc. Class A | 1.97% | 3,450,888 | $504.8M | Add +135.0% |
| SNOW Snowflake Inc. | 1.90% | 3,226,305 | $486.6M | Add +3.4% |
| GEV GE Vernova Inc. | 1.82% | 533,971 | $466.1M | Reduce -27.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.81% | 350,671 | $463.2M | Add +184463.7% |
| MA Mastercard Inc. Class A | 1.63% | 836,577 | $418.0M | Reduce -32.5% |
| V Visa Inc. Class A | 1.60% | 1,356,780 | $410.1M | Reduce -31.7% |
| AMD Advanced Micro Devices | 1.50% | 1,895,428 | $385.6M | Add +127.9% |
| PWR Quanta Services Inc. | 1.50% | 700,000 | $384.3M | Add +3.9% |
| SHOP Shopify Inc. Class A | 1.40% | 3,024,200 | $358.7M | Add +2.3% |
| BKNG Booking Holdings Inc. | 1.35% | 322,326 | $345.7M | Add +225302.8% |
| HWM Howmet Aerospace Inc. | 1.34% | 1,486,581 | $342.6M | Reduce -5.3% |
| PH Parker Hannifin Corp. | 1.33% | 381,899 | $341.9M | Add +132.7% |
| TT Trane Technologies PLC | 1.29% | 792,529 | $330.3M | Add +2714.2% |
| MCK McKesson Corp. | 1.28% | 379,576 | $328.5M | Reduce -13.2% |
| ELAN Elanco Animal Health Inc. | 1.27% | 13,614,355 | $325.8M | New |
| SPOT Spotify Technology SA | 1.17% | 620,901 | $301.1M | Reduce -44.1% |
| ADI Analog Devices Inc. | 1.12% | 906,437 | $288.4M | Add +58.3% |
| INTU Intuit Inc. | 1.10% | 651,617 | $281.7M | Reduce -28.4% |
| ORLY O'reilly Automotive Inc. | 1.06% | 2,951,148 | $272.4M | Add +19799.8% |
| CHRW C.H. Robinson Worldwide Inc. | 1.02% | 1,582,993 | $262.9M | New |
| ANET Arista Networks Inc. | 0.99% | 2,065,312 | $253.6M | Add +8.9% |
| KLAC KLA Corp. | 0.92% | 160,780 | $236.7M | Add +66.7% |
| VRT Vertiv Holdings Co. Class A | 0.84% | 864,727 | $216.7M | Add +19624.6% |
| MU Micron Technology Inc. | 0.77% | 583,681 | $197.2M | New |
| APP AppLovin Corp. Class A | 0.67% | 431,891 | $171.9M | New |
| APH Amphenol Corp. Class A | 0.65% | 1,328,007 | $167.8M | Reduce -64.1% |
| MS Morgan Stanley | 0.62% | 965,439 | $158.9M | New |
| SYK Stryker Corp. | 0.56% | 440,096 | $144.6M | Reduce -66.1% |
| CME Cme Group Inc. | 0.56% | 488,161 | $144.2M | New |
| ECL Ecolab Inc. | 0.55% | 528,620 | $140.6M | Reduce -16.6% |
| TXN Texas Instruments Inc. | 0.52% | 686,171 | $133.2M | New |
| ORCL Oracle Corp. | 0.27% | 471,490 | $69.4M | Reduce -72.7% |
| NOW ServiceNow Inc. | 0.20% | 499,866 | $52.3M | Reduce -82.0% |
| COMP Compass Inc. Class A | 0.20% | 6,934,620 | $50.7M | No change |
| IWF iShares Russell 1000 Growth | 0.15% | 92,176 | $39.3M | Add +30.9% |
| TEAM Atlassian Corp. Class A | 0.15% | 570,817 | $39.0M | New |
| COST Costco Wholesale Corp. | 0.04% | 10,221 | $10.2M | New |
| LRCX Lam Research Corp. | 0.01% | 14,589 | $3.1M | Reduce -33.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 5,966 | $2.6M | Reduce -57.5% |
| GOOGL Alphabet Inc. Class A | 0.01% | 8,398 | $2.4M | Reduce -8.5% |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 38,929 | $1.2M | Add +34.0% |
| MCO Moody's Corp. | 0.00% | 1,425 | $622K | Reduce -94.1% |
| IVW iShares S&P 500 Growth ETF | 0.00% | 3,323 | $376K | Reduce -68.1% |
| UBER Uber Technologies Inc. | 0.00% | 4,849 | $349K | Reduce -17.7% |
| BSX Boston Scientific Corp. | 0.00% | 4,708 | $295K | Reduce -49.9% |
| MELI MercadoLibre Inc. | 0.00% | 141 | $244K | Reduce -31.6% |
| LIN Linde PLC | 0.00% | 438 | $217K | Reduce -8.9% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -29.1% | 6.48% | −3.80 |
| AMZN Amazon.com Inc. | Reduce -32.9% | 4.40% | −1.88 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −1.78 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −1.36 |
| NOW ServiceNow Inc. | Reduce -82.0% | 0.20% | −1.22 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −1.21 |
| CTAS Cintas Corp. | Sold out | 0.00% | −1.15 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −1.05 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −1.04 |
| APH Amphenol Corp. Class A | Reduce -64.1% | 0.65% | −1.03 |
| SPOT Spotify Technology SA | Reduce -44.1% | 1.17% | −0.99 |
| SYK Stryker Corp. | Reduce -66.1% | 0.56% | −0.97 |
| INTU Intuit Inc. | Reduce -28.4% | 1.10% | −0.92 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.91 |
| ORCL Oracle Corp. | Reduce -72.7% | 0.27% | −0.86 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.84 |
| MA Mastercard Inc. Class A | Reduce -32.5% | 1.63% | −0.75 |
| V Visa Inc. Class A | Reduce -31.7% | 1.60% | −0.74 |
| ISRG Intuitive Surgical Inc. | Reduce -8.6% | 2.09% | −0.34 |
| META Meta Platforms Inc. Class A | Reduce -5.2% | 3.88% | −0.18 |
| TSLA Tesla Inc. | Reduce -3.5% | 2.12% | −0.16 |
| MCO Moody's Corp. | Reduce -94.1% | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -57.5% | 0.01% | −0.01 |
| ECL Ecolab Inc. | Reduce -16.6% | 0.55% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -68.1% | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -49.9% | 0.00% | −0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.00 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.00 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.00 |
| LRCX Lam Research Corp. | Reduce -33.6% | 0.01% | −0.00 |
| MELI MercadoLibre Inc. | Reduce -31.6% | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -17.7% | 0.00% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -8.5% | 0.01% | −0.00 |
| LIN Linde PLC | Reduce -8.9% | 0.00% | +0.00 |
| MCK McKesson Corp. | Reduce -13.2% | 1.28% | +0.08 |
| GEV GE Vernova Inc. | Reduce -27.1% | 1.82% | +0.21 |
| HWM Howmet Aerospace Inc. | Reduce -5.3% | 1.34% | +0.25 |
| NVDA Nvidia Corp. | Reduce -1.6% | 11.32% | +0.72 |
Portfolio Buys Q4 2025 → Q1 2026
| ASML ASML Holding NV-NY Reg SHS | Add +184463.7% | 1.81% | +1.81 |
| AAPL Apple Inc. | Add +11.8% | 9.16% | +1.65 |
| BKNG Booking Holdings Inc. | Add +225302.8% | 1.35% | +1.35 |
| GE General Electric | Add +85.6% | 2.64% | +1.30 |
| ELAN Elanco Animal Health Inc. | New | 1.27% | +1.27 |
| TT Trane Technologies PLC | Add +2714.2% | 1.29% | +1.25 |
| PLTR Palantir Technologies Inc. Class A | Add +135.0% | 1.97% | +1.09 |
| GOOG Alphabet Inc. Class C | Add +10.2% | 7.43% | +1.07 |
| ORLY O'reilly Automotive Inc. | Add +19799.8% | 1.06% | +1.06 |
| CHRW C.H. Robinson Worldwide Inc. | New | 1.02% | +1.02 |
| AVGO Broadcom Inc. | Add +14.9% | 6.17% | +1.00 |
| AMD Advanced Micro Devices | Add +127.9% | 1.50% | +0.91 |
| PH Parker Hannifin Corp. | Add +132.7% | 1.33% | +0.85 |
| VRT Vertiv Holdings Co. Class A | Add +19624.6% | 0.84% | +0.84 |
| MU Micron Technology Inc. | New | 0.77% | +0.77 |
| APP AppLovin Corp. Class A | New | 0.67% | +0.67 |
| MS Morgan Stanley | New | 0.62% | +0.62 |
| ADI Analog Devices Inc. | Add +58.3% | 1.12% | +0.59 |
| NFLX Netflix Inc. | Add +11.0% | 2.35% | +0.58 |
| CME Cme Group Inc. | New | 0.56% | +0.56 |
| PWR Quanta Services Inc. | Add +3.9% | 1.50% | +0.54 |
| KLAC KLA Corp. | Add +66.7% | 0.92% | +0.53 |
| TXN Texas Instruments Inc. | New | 0.52% | +0.52 |
| HLT Hilton Worldwide Holdings Inc. | Add +4.6% | 2.07% | +0.46 |
| ANET Arista Networks Inc. | Add +8.9% | 0.99% | +0.15 |
| TEAM Atlassian Corp. Class A | New | 0.15% | +0.15 |
| IWF iShares Russell 1000 Growth | Add +30.9% | 0.15% | +0.04 |
| COST Costco Wholesale Corp. | New | 0.04% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +34.0% | 0.00% | +0.00 |
| LLY Eli Lilly & Co. | Add +0.1% | 2.72% | −0.02 |
| SHOP Shopify Inc. Class A | Add +2.3% | 1.40% | −0.20 |
| SNOW Snowflake Inc. | Add +3.4% | 1.90% | −0.41 |
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 |