Winslow Capital Management, LLC Top Holdings and 13F Report (2025) About Winslow Capital Management, LLCInvestment ActivityWinslow Capital Management, LLC has $25.07 billion in total holdings as of March 31, 2025.Winslow Capital Management, LLC owns shares of 65 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 15.41% of the portfolio was purchased this quarter.About 19.11% of the portfolio was sold this quarter.This quarter, Winslow Capital Management, LLC has purchased 68 new stocks and bought additional shares in 15 stocks.Winslow Capital Management, LLC sold shares of 38 stocks and completely divested from 12 stocks this quarter.Largest Holdings Microsoft $2,354,672,066Amazon.com $1,892,665,955NVIDIA $1,754,857,421Apple $1,500,311,779Meta Platforms $1,346,062,267 Largest New Holdings this Quarter 50212V100 - LPL Financial $476,872,305 Holding25809K105 - Doordash Inc Cl A $331,655,357 Holding235851102 - Danaher $299,097,050 Holding69608A108 - Palantir Technologies Inc Cl A $152,994,159 Holding05464C101 - Axon Enterprise $137,932,491 Holding Largest Purchases this Quarter Visa 1,705,664 shares (about $597.77M)LPL Financial 1,457,701 shares (about $476.87M)Doordash Inc Cl A 1,814,605 shares (about $331.66M)Eli Lilly and Company 363,944 shares (about $300.58M)Danaher 1,459,010 shares (about $299.10M) Largest Sales this Quarter Arthur J. Gallagher & Co. 1,711,127 shares (about $590.75M)Eaton 1,174,158 shares (about $319.17M)Microsoft 686,605 shares (about $257.74M)Amphenol 3,715,780 shares (about $243.72M)NVIDIA 2,147,739 shares (about $232.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWinslow Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,354,672,066$257,744,651 ▼-9.9%6,272,6029.4%Computer and TechnologyAMZNAmazon.com$1,892,665,955$110,335,199 ▼-5.5%9,947,7877.5%Retail/WholesaleNVDANVIDIA$1,754,857,421$232,771,953 ▼-11.7%16,191,7097.0%Computer and TechnologyAAPLApple$1,500,311,779$123,960,757 ▼-7.6%6,754,2066.0%Computer and TechnologyMETAMeta Platforms$1,346,062,267$45,658,086 ▼-3.3%2,335,4545.4%Computer and TechnologyAVGOBroadcom$973,477,868$243,745,264 ▲33.4%5,814,2383.9%Computer and TechnologyLLYEli Lilly and Company$941,771,958$300,584,989 ▲46.9%1,140,2843.8%MedicalMAMastercard$727,750,434$24,134,820 ▼-3.2%1,327,7212.9%Business ServicesSPOTSpotify Technology$619,375,032$199,828,099 ▼-24.4%1,126,0752.5%Business ServicesVVisa$598,605,656$597,767,005 ▲71,277.2%1,708,0572.4%Business ServicesGOOGLAlphabet$569,144,324$123,621,226 ▼-17.8%3,680,4472.3%Computer and TechnologyLam Research Corp$564,869,693$217,533,594 ▲62.6%7,769,8722.3%COMISRGIntuitive Surgical$553,180,931$17,991,673 ▲3.4%1,116,9282.2%MedicalNOWServiceNow$531,836,647$115,492,845 ▲27.7%668,0192.1%Computer and TechnologyNFLXNetflix$523,297,603$137,928,647 ▲35.8%561,1592.1%Consumer DiscretionaryFICOFair Isaac$491,310,042$196,864,080 ▲66.9%266,4142.0%Computer and TechnologyGOOGAlphabet$485,147,581$122,316,529 ▼-20.1%3,105,3421.9%Computer and TechnologyLPLALPL Financial$476,872,305$476,872,305 ▲New Holding1,457,7011.9%FinanceGEGE Aerospace$464,382,225$74,621,924 ▼-13.8%2,320,1711.9%IndustrialsCMGChipotle Mexican Grill$447,461,981$52,461,868 ▲13.3%8,911,8101.8%Retail/WholesaleTSLATesla$422,514,509$89,257,814 ▼-17.4%1,630,3231.7%Auto/Tires/TrucksBKNGBooking$402,478,085$6,403,605 ▼-1.6%87,3641.6%Retail/WholesaleCTASCintas$395,437,664$174,881,366 ▲79.3%1,923,9901.6%Business ServicesSYKStryker$363,423,953$12,854,165 ▼-3.4%976,2901.4%MedicalHWMHowmet Aerospace$358,772,726$43,439,442 ▲13.8%2,765,5341.4%AerospaceORLYO'Reilly Automotive$345,098,493$209,688,167 ▼-37.8%240,8931.4%Retail/WholesaleWDAYWorkday$343,967,971$17,363,423 ▼-4.8%1,472,9071.4%Computer and TechnologyDoordash Inc Cl A$331,655,357$331,655,357 ▲New Holding1,814,6051.3%COMALNYAlnylam Pharmaceuticals$320,561,803$44,988,302 ▲16.3%1,187,1781.3%MedicalFIFiserv$311,413,583$78,850,664 ▼-20.2%1,410,1961.2%Business ServicesDHRDanaher$299,097,050$299,097,050 ▲New Holding1,459,0101.2%MedicalTTTrane Technologies$295,882,133$102,771,381 ▼-25.8%878,1971.2%ConstructionKKRKKR & Co. Inc.$291,485,528$63,841,807 ▼-18.0%2,521,2831.2%FinanceAJGArthur J. Gallagher & Co.$284,347,260$590,749,487 ▼-67.5%823,6221.1%FinanceBSXBoston Scientific$268,173,340$47,991,844 ▼-15.2%2,658,3401.1%MedicalSNPSSynopsys$267,666,728$8,860,899 ▼-3.2%624,1501.1%Computer and TechnologyTXNTexas Instruments$265,254,451$71,569,119 ▼-21.2%1,476,0961.1%Computer and TechnologyHLTHilton Worldwide$265,100,301$9,094,946 ▼-3.3%1,165,0201.1%Consumer DiscretionaryECLEcolab$249,552,918$112,241,163 ▼-31.0%984,3521.0%Basic MaterialsSHOPShopify$222,847,455$8,383,234 ▲3.9%2,590,5990.9%Computer and TechnologyORCLOracle$208,180,725$220,504,697 ▼-51.4%1,489,0260.8%Computer and TechnologyCRMSalesforce$194,574,687$194,160,071 ▲46,828.9%725,0510.8%Computer and TechnologyPalantir Technologies Inc Cl A$152,994,159$152,994,159 ▲New Holding1,812,7270.6%COMAXONAxon Enterprise$137,932,491$137,932,491 ▲New Holding262,2540.6%AerospaceApplovin Corp Cl A$63,226,082$63,226,082 ▲New Holding238,6160.3%COMCOMPCompass$60,539,2330.0%6,934,6200.2%Computer and TechnologySailpoint Inc$32,317,125$32,317,125 ▲New Holding1,723,5800.1%COMIWFiShares Russell 1000 Growth ETF$26,841,264$11,729,648 ▲77.6%74,3340.1%ETFOddity Tech Ltd Cl A$24,249,7390.0%560,5580.1%COMArista Networks Inc$13,649,264$770,151 ▼-5.3%176,1650.1%COMNDAQNasdaq$11,918,365$7,170,287 ▼-37.6%157,1100.0%FinanceCAVACAVA Group$10,318,218$10,318,218 ▲New Holding119,4100.0%Retail/WholesaleEBEventbrite$4,999,8100.0%2,369,5780.0%Computer and TechnologyROLRollins$3,325,330$889,334 ▼-21.1%61,5460.0%ConstructionVUGVanguard Growth ETF$1,137,676$5,180,356 ▼-82.0%3,0680.0%ETFUBERUber Technologies$481,459$385,794 ▼-44.5%6,6080.0%Computer and TechnologyPHParker-Hannifin$450,417$424,279 ▼-48.5%7410.0%IndustrialsUNHUnitedHealth Group$349,865$178,599 ▼-33.8%6680.0%MedicalLINDE PLC SHS$258,896$214,660 ▼-45.3%5560.0%COMAPHAmphenol$249,570$243,718,059 ▼-99.9%3,8050.0%Computer and TechnologyMSCIMSCI$232,421$105,749 ▼-31.3%4110.0%FinanceCOSTCostco Wholesale$216,584$481,403 ▼-69.0%2290.0%Retail/WholesaleVRTXVertex Pharmaceuticals$203,140$203,140 ▲New Holding4190.0%MedicalADIAnalog Devices$197,838$21,175 ▼-9.7%9810.0%Computer and TechnologyETNEaton$177,233$319,171,081 ▼-99.9%6520.0%IndustrialsADPAutomatic Data Processing$0$396,714,136 ▼-100.0%00.0%Business ServicesVMCVulcan Materials$0$293,472,936 ▼-100.0%00.0%ConstructionINTUIntuit$0$275,115,192 ▼-100.0%00.0%Computer and TechnologySNOWSnowflake$0$172,682,725 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$108,981,730 ▼-100.0%00.0%Computer and TechnologyRSKDRiskified$0$4,730,000 ▼-100.0%00.0%Computer and TechnologyIVWiShares S&P 500 Growth ETF$0$1,381,722 ▼-100.0%00.0%ETFASMLASML$0$652,188 ▼-100.0%00.0%Computer and TechnologyMCOMoody's$0$304,850 ▼-100.0%00.0%FinanceMELIMercadoLibre$0$290,775 ▼-100.0%00.0%Retail/WholesaleSBUXStarbucks$0$240,079 ▼-100.0%00.0%Retail/WholesaleIDXXIDEXX Laboratories$0$211,681 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
