Winslow Capital Management, LLC Top Holdings and 13F Report (2025) About Winslow Capital Management, LLCInvestment ActivityWinslow Capital Management, LLC has $29.94 billion in total holdings as of June 30, 2025.Winslow Capital Management, LLC owns shares of 63 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 14.61% of the portfolio was purchased this quarter.About 14.81% of the portfolio was sold this quarter.This quarter, Winslow Capital Management, LLC has purchased 65 new stocks and bought additional shares in 21 stocks.Winslow Capital Management, LLC sold shares of 32 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $3,347,514,087NVIDIA $2,702,956,273Amazon.com $1,936,476,551Meta Platforms $1,705,112,637Apple $1,478,047,142 Largest New Holdings this Quarter 461202103 - Intuit $782,676,595 Holding833445109 - Snowflake $725,667,089 Holding92537N108 - Vertiv $459,284,176 HoldingH5919C104 - ON $248,113,242 Holding03990B101 - Ares Management $161,773,996 Holding Largest Purchases this Quarter Intuit 993,711 shares (about $782.68M)Snowflake 3,242,915 shares (about $725.67M)Vertiv 3,576,701 shares (about $459.28M)Eaton 817,274 shares (about $291.76M)ON 4,766,825 shares (about $248.11M) Largest Sales this Quarter Alphabet 3,671,028 shares (about $646.95M)Alphabet 3,092,997 shares (about $548.67M)KKR & Co. Inc. 2,515,044 shares (about $334.58M)Synopsys 622,045 shares (about $318.91M)GE Aerospace 1,130,958 shares (about $291.10M) 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$3,347,514,087$227,459,127 ▲7.3%6,729,88911.2%Computer and TechnologyNVDANVIDIA$2,702,956,273$144,828,169 ▲5.7%17,108,4019.0%Computer and TechnologyAMZNAmazon.com$1,936,476,551$245,968,441 ▼-11.3%8,826,6406.5%Retail/WholesaleMETAMeta Platforms$1,705,112,637$18,662,606 ▼-1.1%2,310,1695.7%Computer and TechnologyAAPLApple$1,478,047,142$92,286,697 ▲6.7%7,204,0124.9%Computer and TechnologyAVGOBroadcom$1,351,983,862$250,710,842 ▼-15.6%4,904,7124.5%Computer and TechnologyLLYEli Lilly and Company$931,387,121$42,501,535 ▲4.8%1,194,8063.1%MedicalVVisa$847,723,771$241,278,133 ▲39.8%2,387,6182.8%Business ServicesLam Research Corp$808,907,470$52,588,130 ▲7.0%8,310,1242.7%COMNFLXNetflix$787,121,867$35,657,015 ▲4.7%587,7862.6%Consumer DiscretionaryINTUIntuit$782,676,595$782,676,595 ▲New Holding993,7112.6%Computer and TechnologyMAMastercard$766,286,108$20,186,571 ▲2.7%1,363,6442.6%Business ServicesISRGIntuitive Surgical$729,513,254$122,563,409 ▲20.2%1,342,4732.4%MedicalSNOWSnowflake$725,667,089$725,667,089 ▲New Holding3,242,9152.4%Computer and TechnologySPOTSpotify Technology$714,292,251$149,790,139 ▼-17.3%930,8682.4%Computer and TechnologyNOWServiceNow$631,627,678$55,149,295 ▼-8.0%614,3762.1%Computer and TechnologyCMGChipotle Mexican Grill$601,141,059$100,742,926 ▲20.1%10,705,9852.0%Retail/WholesaleHLTHilton Worldwide$504,531,857$194,240,430 ▲62.6%1,894,3151.7%Consumer DiscretionaryBKNGBooking$500,103,497$5,667,666 ▼-1.1%86,3851.7%Retail/WholesaleVRTVertiv$459,284,176$459,284,176 ▲New Holding3,576,7011.5%Computer and TechnologyDoordash Inc Cl A$448,864,389$1,546,111 ▲0.3%1,820,8771.5%COMTSLATesla$444,407,929$73,480,476 ▼-14.2%1,399,0051.5%Auto/Tires/TrucksLPLALPL Financial$443,615,383$102,978,761 ▼-18.8%1,183,0691.5%FinanceORCLOracle$438,787,349$113,241,595 ▲34.8%2,006,9861.5%Computer and TechnologyFICOFair Isaac$418,944,668$68,049,467 ▼-14.0%229,1871.4%Computer and TechnologyALNYAlnylam Pharmaceuticals$383,951,084$3,175,791 ▼-0.8%1,177,4391.3%MedicalTTTrane Technologies$382,147,621$1,984,529 ▼-0.5%873,6601.3%ConstructionSYKStryker$381,558,232$4,691,381 ▼-1.2%964,4321.3%MedicalTXNTexas Instruments$342,614,316$36,147,265 ▲11.8%1,650,1991.1%Computer and TechnologyWDAYWorkday$340,776,000$12,721,680 ▼-3.6%1,419,9001.1%Computer and TechnologyECLEcolab$323,922,924$58,699,121 ▲22.1%1,202,2081.1%Basic MaterialsHWMHowmet Aerospace$318,771,636$195,977,208 ▼-38.1%1,712,6291.1%AerospaceCTASCintas$312,762,832$116,036,820 ▼-27.1%1,403,3421.0%Business ServicesAXONAxon Enterprise$310,957,705$93,827,128 ▲43.2%375,5801.0%AerospaceGEGE Aerospace$306,091,534$291,097,280 ▼-48.7%1,189,2131.0%AerospaceSHOPShopify$298,411,835$413,760 ▼-0.1%2,587,0121.0%Computer and TechnologyETNEaton$291,991,403$291,758,646 ▲125,348.8%817,9261.0%IndustrialsDHRDanaher$288,761,008$548,173 ▲0.2%1,461,7851.0%MedicalAJGArthur J. Gallagher & Co.$265,208,536$1,550,661 ▲0.6%828,4660.9%FinanceONONON$248,113,242$248,113,242 ▲New Holding4,766,8250.8%Retail/WholesalePalantir Technologies Inc Cl A$247,425,162$314,218 ▲0.1%1,815,0320.8%COMARESAres Management$161,773,996$161,773,996 ▲New Holding934,0300.5%FinanceKLACKLA$95,217,162$95,217,162 ▲New Holding106,3000.3%Computer and TechnologyCOMPCompass$43,549,4140.0%6,934,6200.1%Computer and TechnologySailpoint Inc$18,301,259$21,099,780 ▼-53.6%800,5800.1%COMFIXComfort Systems USA$15,587,625$15,587,625 ▲New Holding29,0700.1%ConstructionADPAutomatic Data Processing$14,248,080$14,248,080 ▲New Holding46,2000.0%Computer and TechnologyOddity Tech Ltd Cl A$13,577,581$28,727,730 ▼-67.9%179,9070.0%COMIWFiShares Russell 1000 Growth ETF$10,897,695$20,663,035 ▼-65.5%25,6670.0%ETFEBEventbrite$6,231,9900.0%2,369,5780.0%Computer and TechnologyGOOGAlphabet$2,189,880$548,666,851 ▼-99.6%12,3450.0%Computer and TechnologyGOOGLAlphabet$1,659,910$646,945,120 ▼-99.7%9,4190.0%Computer and TechnologyORLYO'Reilly Automotive$1,454,969$20,256,723 ▼-93.3%16,1430.0%Retail/WholesaleBSXBoston Scientific$1,144,991$284,387,408 ▼-99.6%10,6600.0%MedicalSNPSSynopsys$1,079,191$318,909,912 ▼-99.7%2,1050.0%Computer and TechnologyVUGVanguard Growth ETF$1,046,022$298,989 ▼-22.2%2,3860.0%ETFKKRKKR & Co. Inc.$829,974$334,576,235 ▼-99.8%6,2390.0%FinanceUBERUber Technologies$557,841$58,686 ▼-9.5%5,9790.0%Computer and TechnologyPHParker-Hannifin$447,719$69,847 ▼-13.5%6410.0%IndustrialsADIAnalog Devices$422,962$189,464 ▲81.1%1,7770.0%Computer and TechnologyAPHAmphenol$321,530$54,214 ▼-14.4%3,2560.0%Computer and TechnologyCRMSalesforce$257,419$197,456,462 ▼-99.9%9440.0%Computer and TechnologyLINDE PLC SHS$251,480$9,384 ▼-3.6%5360.0%COMFIFiserv$0$311,413,583 ▼-100.0%00.0%Business ServicesApplovin Corp Cl A$0$63,226,082 ▼-100.0%00.0%COMArista Networks Inc$0$13,649,264 ▼-100.0%00.0%COMNDAQNasdaq$0$11,918,365 ▼-100.0%00.0%FinanceCAVACAVA Group$0$10,318,218 ▼-100.0%00.0%Retail/WholesaleROLRollins$0$3,325,330 ▼-100.0%00.0%ConstructionUNHUnitedHealth Group$0$349,865 ▼-100.0%00.0%MedicalMSCIMSCI$0$232,421 ▼-100.0%00.0%FinanceCOSTCostco Wholesale$0$216,584 ▼-100.0%00.0%Retail/WholesaleVRTXVertex Pharmaceuticals$0$203,140 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. 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