Winslow Capital Management, LLC Top Holdings and 13F Report (2026) About Winslow Capital Management, LLCInvestment ActivityWinslow Capital Management, LLC has $27.69 billion in total holdings as of September 30, 2026.Winslow Capital Management, LLC owns shares of 65 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 17.84% of the portfolio was purchased this quarter.About 22.74% of the portfolio was sold this quarter.This quarter, Winslow Capital Management, LLC has purchased 66 new stocks and bought additional shares in 24 stocks.Winslow Capital Management, LLC sold shares of 32 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $3,661,999,534Alphabet $3,031,433,276Microsoft $1,716,826,067Apple $1,262,156,456Advanced Micro Devices $1,086,795,922 Largest New Holdings this Quarter 631103108 - Nasdaq $437,855,900 Holding235851102 - Danaher $354,965,637 Holding76155X100 - Revolution Medicines $260,191,271 Holding48251W104 - KKR & Co. Inc. $168,671,364 Holding941848103 - Waters $18,986,042 Holding Largest Purchases this Quarter Microsoft 1,052,065 shares (about $539.60M)Spotify Technology 928,695 shares (about $452.63M)Amphenol 5,272,088 shares (about $444.44M)Nasdaq 4,758,786 shares (about $437.86M)Visa 1,133,247 shares (about $407.21M) Largest Sales this Quarter Broadcom 2,037,735 shares (about $715.63M)Tesla 1,116,312 shares (about $396.08M)Apple 1,087,624 shares (about $362.20M)Trane Technologies 798,274 shares (about $360.80M)GE VERNOVA LLC COM 359,656 shares (about $341.85M) 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 PortfolioSectorNVDANVIDIA$3,661,999,534$99,185,891 ▲2.8%16,034,67713.2%TechnologyGOOGAlphabet$3,031,433,276$32,899,469 ▲1.1%8,896,61710.9%Communication ServicesMSFTMicrosoft$1,716,826,067$539,604,139 ▲45.8%3,347,2926.2%TechnologyAAPLApple$1,262,156,456$362,200,544 ▼-22.3%3,790,0324.6%TechnologyAMDAdvanced Micro Devices$1,086,795,922$193,525,994 ▲21.7%1,776,5073.9%TechnologyLLYEli Lilly and Company$1,056,940,512$254,362,054 ▲31.7%913,4553.8%HealthcareAMZNAmazon.com$1,056,694,732$15,810,062 ▼-1.5%4,241,1993.8%Consumer DiscretionaryMETAMeta Platforms$1,013,876,333$43,321,528 ▲4.5%1,398,1033.7%Communication ServicesVVisa$936,224,974$407,209,645 ▲77.0%2,605,4743.4%FinanceAVGOBroadcom$911,558,949$715,632,155 ▼-44.0%2,595,6293.3%TechnologyArista Networks Inc$772,522,053$63,012,734 ▲8.9%3,794,4992.8%COMASMLASML$731,936,421$100,830,306 ▲16.0%404,0122.6%TechnologyLITELumentum$632,221,301$53,776,724 ▲9.3%650,9292.3%TechnologyAPHAmphenol$616,781,793$444,437,018 ▲257.9%7,316,5102.2%TechnologyPalantir Technologies Inc$593,880,569$224,245,453 ▲60.7%3,174,9832.1%COMMUMicron Technology$535,958,027$59,958,237 ▼-10.1%503,1951.9%TechnologySTXSeagate Technology$487,374,602$10,519,288 ▲2.2%528,4111.8%TechnologySpace Exploration Technologies Corp.$468,137,438$265,208,411 ▲130.7%3,103,1251.7%COMSPOTSpotify Technology$453,997,394$452,627,369 ▲33,037.9%931,5061.6%Communication ServicesHLTHilton Worldwide$445,488,886$250,288,227 ▼-36.0%1,400,3801.6%Consumer DiscretionaryGEGE Aerospace$442,313,815$91,147,770 ▼-17.1%1,416,3561.6%IndustrialsNDAQNasdaq$437,855,900$437,855,900 ▲New Holding4,758,7861.6%FinanceJCIJohnson Controls International$418,469,669$19,463,785 ▼-4.4%2,815,1341.5%IndustrialsPWRQuanta Services$412,713,729$141,926,604 ▲52.4%642,3461.5%IndustrialsMAMastercard$378,150,147$18,629,759 ▼-4.7%685,7131.4%FinanceShopify Inc$370,586,276$85,895,805 ▲30.2%2,498,8961.3%COMDHRDanaher$354,965,637$354,965,637 ▲New Holding1,602,1921.3%HealthcareAFRMAffirm$348,336,906$31,432,289 ▲9.9%5,031,5891.3%FinanceECLEcolab$330,469,386$15,020,350 ▼-4.3%1,203,5451.2%MaterialsLam Research Corp.$319,579,784$173,667,468 ▲119.0%972,8161.2%COMADIAnalog Devices$293,991,466$102,345,626 ▼-25.8%741,0741.1%TechnologyPHParker-Hannifin$293,855,662$16,817,303 ▼-5.4%307,5671.1%IndustrialsKLACKLA$278,340,547$18,888,717 ▼-6.4%1,427,9001.0%TechnologyCATCaterpillar$276,750,195$7,653,858 ▼-2.7%341,3341.0%IndustrialsRVMDRevolution Medicines$260,191,271$260,191,271 ▲New Holding1,267,6180.9%HealthcareORCLOracle$248,192,954$37,088,300 ▲17.6%1,807,6690.9%TechnologySandisk Corp$238,091,768$12,121,814 ▲5.4%136,8430.9%COMTXNTexas Instruments$170,663,318$11,600,488 ▼-6.4%609,3160.6%TechnologyKKRKKR & Co. Inc.$168,671,364$168,671,364 ▲New Holding1,847,4410.6%FinanceCOMPCompass$61,579,4260.0%6,934,6200.2%Real EstateWATWaters$18,986,042$18,986,042 ▲New Holding43,2100.1%HealthcareDDOGDatadog$18,279,488$1,421,282 ▼-7.2%66,7500.1%TechnologyNOWServiceNow$17,554,773$17,554,773 ▲New Holding130,9960.1%TechnologyWDCWestern Digital$15,203,959$807,575 ▲5.6%33,4550.1%TechnologyNVTnVent Electric$13,889,646$13,889,646 ▲New Holding86,6100.1%IndustrialsTSLATesla$12,017,060$396,078,664 ▼-97.1%33,8690.0%Consumer DiscretionaryMSMorgan Stanley$3,563,552$254,488,244 ▼-98.6%18,9470.0%FinanceIWFiShares Russell 1000 Growth ETF$2,826,116$22,129,433 ▼-88.7%22,5620.0%ETFSNOWSnowflake$1,911,723$7,470 ▲0.4%5,6300.0%TechnologyAMATApplied Materials$1,895,174$688,317 ▲57.0%3,7060.0%TechnologyHWMHowmet Aerospace$1,835,225$317,692,511 ▼-99.4%8,1140.0%IndustrialsGOOGLAlphabet$1,805,044$1,005,746 ▼-35.8%5,2460.0%Communication ServicesISRGIntuitive Surgical$1,366,277$1,663,117 ▼-54.9%3,3600.0%HealthcareTTTrane Technologies$1,164,300$360,803,734 ▼-99.7%2,5760.0%IndustrialsGE VERNOVA LLC COM$1,088,311$341,849,416 ▼-99.7%1,1450.0%COMABNBAirbnb$931,127$931,127 ▲New Holding5,7960.0%Consumer DiscretionaryCHRWC.H. Robinson Worldwide$624,391$240,666,776 ▼-99.7%4,2200.0%IndustrialsNFLXNetflix$561,302$276,511 ▼-33.0%8,0670.0%Communication ServicesVUGVanguard Growth ETF$533,001$1,570,799 ▼-74.7%5,9150.0%ETFMCOMoody's$439,144$74,931 ▼-14.6%9670.0%FinanceVRTVertiv$432,428$280,059,147 ▼-99.8%1,7920.0%IndustrialsCMGChipotle Mexican Grill$360,013$153,105 ▼-29.8%11,2680.0%Consumer DiscretionaryORLYO'Reilly Automotive$216,002$257,939,185 ▼-99.9%2,5290.0%Consumer DiscretionaryUBERUber Technologies$203,817$112,562 ▼-35.6%2,9750.0%IndustrialsCOSTCostco Wholesale$202,095$30,951 ▼-13.3%2220.0%Consumer StaplesELANElanco Animal Health$0$332,508,835 ▼-100.0%00.0%HealthcareApplovin Corp$0$329,933,713 ▼-100.0%00.0%COMMCKMcKesson$0$317,760,779 ▼-100.0%00.0%HealthcareMSCIMSCI$0$296,626,865 ▼-100.0%00.0%FinanceWWDWoodward$0$293,626,350 ▼-100.0%00.0%IndustrialsAXONAxon Enterprise$0$283,006,581 ▼-100.0%00.0%IndustrialsCelestica, Inc.$0$260,601,081 ▼-100.0%00.0%COMIVWiShares S&P 500 Growth ETF$0$413,690 ▼-100.0%00.0%ETFLINDE PLC SHS$0$214,841 ▼-100.0%00.0%COMShowing largest 100 holdings. 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