Winslow Capital Management, LLC: 13F holdings, Q2 2026
Winslow Capital Management, LLC reported 66 positions worth $29.06B in its Form 13F for Q2 2026 (vs. $25.65B in Q1 2026), filed 2026-08-13.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $3.12B | 10.7% | 15,600,375 | -6% |
| GOOG | ALPHABET INC-CL C | $3.11B | 10.7% | 8,800,064 | +32% |
| AVGO | BROADCOM INC | $1.75B | 6.0% | 4,633,364 | -9% |
| AAPL | APPLE INC | $1.41B | 4.9% | 4,877,656 | -47% |
| AMZN | AMAZON.COM INC | $1.03B | 3.5% | 4,304,655 | -21% |
| - | MICROSOFT CORP | $856.17M | 2.9% | 2,295,227 | -49% |
| AMD | ADVANCED MICRO DEVICES | $848.22M | 2.9% | 1,460,164 | -23% |
| LLY | ELI LILLY & CO | $831.95M | 2.9% | 693,624 | -8% |
| META | META PLATFORMS INC | $753.89M | 2.6% | 1,338,364 | -23% |
| - | HILTON WORLDWIDE HLDGS INC | $722.77M | 2.5% | 2,187,153 | +25% |
| - | ASML HLDG NV | $693.03M | 2.4% | 348,356 | -1% |
| - | MICRON TECHNOLOGY INC | $645.81M | 2.2% | 559,488 | -4% |
| - | GE AEROSPACE | $638.41M | 2.2% | 1,708,225 | -28% |
| ANET | ARISTA NETWORKS INC | $592.03M | 2.0% | 3,484,991 | +69% |
| - | LUMENTUM HLDGS INC | $511.03M | 1.8% | 595,561 | new |
| - | VISA INC | $505.11M | 1.7% | 1,472,227 | +9% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $498.91M | 1.7% | 517,006 | new |
| - | TESLA INC | $483.77M | 1.7% | 1,150,181 | -21% |
| - | KLA CORP | $460.05M | 1.6% | 1,524,800 | +848% |
| JCI | JOHNSON CONTROLS INTERNATION | $430.45M | 1.5% | 2,946,071 | new |
| - | GE VERNOVA INC | $423.89M | 1.5% | 360,801 | -32% |
| ADI | ANALOG DEVICES INC | $396.80M | 1.4% | 999,060 | +10% |
| TT | TRANE TECHNOLOGIES PLC | $393.35M | 1.4% | 800,850 | +1% |
| - | VERTIV HOLDINGS CO | $389.18M | 1.3% | 1,162,369 | +34% |
| - | HOWMET AEROSPACE INC | $379.82M | 1.3% | 1,412,714 | -5% |
| CAT | CATERPILLAR INC | $373.54M | 1.3% | 350,774 | new |
| AFRM | AFFIRM HOLDINGS INC | $373.30M | 1.3% | 4,577,562 | new |
| - | MASTERCARD INCORPORATED | $369.53M | 1.3% | 719,495 | -14% |
| APH | AMPHENOL CORP-CL A | $360.47M | 1.2% | 2,044,422 | +54% |
| - | ECOLAB INC | $350.56M | 1.2% | 1,258,248 | +138% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $345.74M |
| - | INTUIT | $281.75M |
| - | STRYKER CORPORATION | $144.61M |
| CME | CME GROUP INC | $144.18M |
| - | SERVICENOW INC | $52.26M |
| TEAM | ATLASSIAN CORP-CL A | $38.96M |
| BSX | BOSTON SCIENTIFIC CORP | $295K |
| - | MERCADOLIBRE INC | $244K |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.