Winslow Capital Management, LLC
Winslow Capital Management, LLC reported 163 holdings worth US$29.1B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Winslow Capital Management, LLC reported 163 holdings worth US$29.1B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Broadcom Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 163
- Value as reported
- US$29.1B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 15.6M | US$3.12B | 10.7% |
| Alphabet Inc (google) Class C | 8.71M | US$3.11B | 10.7% |
| Broadcom Inc. | 4.63M | US$1.75B | 6.0% |
| Apple Inc | 4.88M | US$1.41B | 4.9% |
| Amazon.com, Inc. | 4.3M | US$1.03B | 3.5% |
| Microsoft Corp. | 2.3M | US$856M | 2.9% |
| Advanced Micro Devices Inc | 1.46M | US$848M | 2.9% |
| Eli Lilly And Company | 694K | US$832M | 2.9% |
| Meta Platforms, Inc. | 1.34M | US$754M | 2.6% |
| Hilton Worldwide Holdings Inc. | 2.19M | US$723M | 2.5% |
| Asml Holding Nv | 348K | US$693M | 2.4% |
| Micron Technology, Inc. | 559K | US$646M | 2.2% |
| Ge Aerospace | 1.71M | US$638M | 2.2% |
| Arista Networks, Inc. | 3.48M | US$592M | 2.0% |
| Lumentum Holdings Inc. | 596K | US$511M | 1.8% |
| Visa Inc. | 1.47M | US$505M | 1.7% |
| Tesla, Inc. | 1.15M | US$484M | 1.7% |
| Kla Corporation | 1.52M | US$460M | 1.6% |
| Ge Vernova Inc. | 361K | US$424M | 1.5% |
| Analog Devices, Inc. | 999K | US$397M | 1.4% |
| Vertiv Holdings, Llc | 1.16M | US$389M | 1.3% |
| Howmet Aerospace Inc. | 1.41M | US$380M | 1.3% |
| Caterpillar, Inc. | 351K | US$374M | 1.3% |
| Affirm Holdings, Inc. | 4.58M | US$373M | 1.3% |
| Mastercard Incorporated | 719K | US$370M | 1.3% |
| Amphenol Corporation | 2.04M | US$360M | 1.2% |
| Ecolab Inc. | 1.26M | US$351M | 1.2% |
| Elanco Animal Health Incorporated | 13.5M | US$333M | 1.1% |
| Applovin Corporation | 640K | US$330M | 1.1% |
| Parker-hannifin Corporation | 325K | US$318M | 1.1% |
| Mckesson Corporation | 421K | US$318M | 1.1% |
| C.h. Robinson Worldwide, Inc. | 1.63M | US$307M | 1.1% |
| Quanta Services, Inc. | 421K | US$303M | 1.0% |
| Msci Inc. | 530K | US$297M | 1.0% |
| Sandisk Corporation | 130K | US$295M | 1.0% |
| Woodward, Inc. | 690K | US$294M | 1.0% |
| Morgan Stanley | 1.37M | US$287M | 0.99% |
| Axon Enterprise, Inc. | 505K | US$283M | 0.97% |
| O'reilly Automotive, Inc. | 3.02M | US$278M | 0.96% |
| Celestica Inc. | 714K | US$261M | 0.90% |
| Palantir Technologies Inc. | 1.98M | US$231M | 0.79% |
| Space Exploration Technologies Corp | 1.35M | US$230M | 0.79% |
| Oracle Corporation | 1.54M | US$225M | 0.78% |
| Shopify Inc. | 1.92M | US$219M | 0.75% |
| Texas Instruments Incorporated | 651K | US$194M | 0.67% |
| Lam Research Corporation | 444K | US$192M | 0.66% |
| Compass, Inc. | 6.93M | US$85.5M | 0.29% |
| Western Digital Corporation | 31,678 | US$20.2M | 0.07% |
| Datadog, Inc. | 71,940 | US$18.7M | 0.06% |
| Intuitive Surgical, Inc. | 7,450 | US$2.96M | 0.01% |
| Applied Materials, Inc. | 2,360 | US$1.71M | <0.01% |
| Snowflake Inc. | 5,608 | US$1.43M | <0.01% |
| Netflix, Inc. | 12,041 | US$860K | <0.01% |
| Chipotle Mexican Grill, Inc. | 16,060 | US$546K | <0.01% |
| Moody's Corporation | 1,132 | US$513K | <0.01% |
| Uber Technologies, Inc. | 4,618 | US$333K | <0.01% |
| Costco Wholesale Corporation | 256 | US$239K | <0.01% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Atlassian Corporation | 0 | US$0 | 0.00% |
| Cme Group Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Stryker Corporation | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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