WC
Winslow Capital Management, LLC
Winslow Capital Management, LLC · Investor
1Y performance ⓘ
+9%
AUM (13F)
$25.6B
# of Holdings
60
3Y performance ⓘ
+93%
vs S&P 500 ⓘ
+15%
Updated
Mar 31
Winslow Capital Management, LLC's Winslow Capital Management, LLC holds 60 U.S.-equity positions worth $25.6B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 11.3%, Apple Inc. 9.2%, Alphabet Inc. Class C Capital Stock 7.4%. 13F-replication return is +93% over 3 years (+15 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 11.3% | 16.7M | $2.9B | ▼ 1.6% (−266K) | $47.38 | $230.82 (+387%) | 2026-03-31 |
| AAPL Apple Inc. | 9.2% | 9.3M | $2.3B | ▲ 12% (+980K) | $195.61 | $332.30 (+70%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 7.4% | 6.6M | $1.9B | ▲ 10% (+617K) | $247.22 | $341.94 (+38%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 6.5% | 4.5M | $1.7B | ▼ 29% (−1.8M) | $318.13 | $519.35 (+63%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 6.2% | 5.1M | $1.6B | ▲ 15% (+662K) | $137.08 | $352.10 (+157%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 4.4% | 5.4M | $1.1B | ▼ 33% (−2.7M) | $126.32 | $249.66 (+98%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 3.9% | 1.7M | $995M | ▼ 5.2% (−96K) | $323.47 | $732.25 (+126%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 2.7% | 758K | $697M | — | $674.28 | $1,150.39 (+71%) | 2026-03-31 |
| GE GE Aerospace | 2.6% | 2.4M | $677M | ▲ 86% (+1.1M) | $232.55 | $313.49 (+35%) | 2026-03-31 |
| NFLX NetFlix Inc | 2.4% | 6.3M | $603M | ▲ 11% (+619K) | $69.19 | $69.19 (−0%) | 2026-03-31 |
| TSLA Tesla, Inc. | 2.1% | 1.5M | $542M | ▼ 3.5% (−52K) | $335.85 | $355.59 (+6%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 2.1% | 1.2M | $535M | ▼ 8.6% (−109K) | $429.91 | $408.78 (−5%) | 2026-03-31 |
| HLT Hilton Worldwide Holdings Inc. | 2.1% | 1.7M | $531M | ▲ 4.6% (+76K) | $224.79 | $317.89 (+41%) | 2026-03-31 |
| PLTR Palantir Technologies Inc. Class A Common Stock | 2.0% | 3.5M | $505M | ▲ 135% (+2.0M) | $119.92 | $187.21 (+56%) | 2026-03-31 |
| SNOW Snowflake Inc. | 1.9% | 3.2M | $487M | ▲ 3.4% (+106K) | $202.98 | $338.48 (+67%) | 2026-03-31 |
| GEV GE Vernova Inc. | 1.8% | 534K | $466M | ▼ 27% (−199K) | $653.57 | $953.30 (+46%) | 2026-03-31 |
| ASML Asml Holding Nv | 1.8% | 351K | $463M | ▲ 184464% (+350K) | $1,320.49 | $1,817.25 (+38%) | 2026-03-31 |
| MA Mastercard Incorporated | 1.6% | 837K | $418M | ▼ 32% (−403K) | $422.27 | $554.07 (+31%) | 2026-03-31 |
| V VISA Inc. | 1.6% | 1.4M | $410M | ▼ 32% (−630K) | $351.64 | $361.52 (+3%) | 2026-03-31 |
| AMD Advanced Micro Devices | 1.5% | 1.9M | $386M | ▲ 128% (+1.1M) | $187.90 | $616.58 (+228%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 1.5% | 700K | $384M | ▲ 3.9% (+26K) | $426.34 | $643.44 (+51%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 1.4% | 3.0M | $359M | ▲ 2.3% (+68K) | $97.38 | $151.75 (+56%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 1.4% | 322K | $346M | ▲ 225303% (+322K) | $168.43 | $161.51 (−4%) | 2026-03-31 |
| HWM Howmet Aerospace Inc. | 1.3% | 1.5M | $343M | ▼ 5.3% (−83K) | $111.84 | $226.75 (+103%) | 2026-03-31 |
| PH Parker-Hannifin Corporation | 1.3% | 382K | $342M | ▲ 133% (+218K) | $887.36 | $954.91 (+8%) | 2026-03-31 |
| TT Trane Technologies plc | 1.3% | 793K | $330M | ▲ 2714% (+764K) | $415.14 | $452.40 (+9%) | 2026-03-31 |
| MCK McKesson Corporation | 1.3% | 380K | $328M | ▼ 13% (−57K) | $820.29 | $916.94 (+12%) | 2026-03-31 |
| ELAN Elanco Animal Health Incorporated Common Stock | 1.3% | 13.6M | $326M | NEW (+13.6M) | $23.93 | $22.30 (−7%) | 2026-03-31 |
| SPOT Spotify Technology S.A. | 1.2% | 621K | $301M | ▼ 44% (−491K) | $370.03 | $491.19 (+33%) | 2026-03-31 |
| ADI Analog Devices, Inc. | 1.1% | 906K | $288M | ▲ 58% (+334K) | $271.62 | $397.12 (+46%) | 2026-03-31 |
| INTU Intuit Inc | 1.1% | 652K | $282M | ▼ 28% (−258K) | $728.03 | $289.77 (−60%) | 2026-03-31 |
| ORLY O'Reilly Automotive, Inc. | 1.1% | 3.0M | $272M | ▲ 19800% (+2.9M) | $92.17 | $85.07 (−8%) | 2026-03-31 |
| CHRW C.H. Robinson Worldwide, Inc. | 1.0% | 1.6M | $263M | NEW (+1.6M) | $166.07 | $148.40 (−11%) | 2026-03-31 |
| ANET Arista Networks | 1.0% | 2.1M | $254M | ▲ 8.9% (+169K) | $138.89 | $201.89 (+45%) | 2026-03-31 |
| KLAC KLA Corporation Common Stock | 0.9% | 161K | $237M | ▲ 67% (+64K) | $112.64 | $198.82 (+77%) | 2026-03-31 |
| VRT Vertiv Holdings Co Class A Common Stock | 0.8% | 865K | $217M | ▲ 19625% (+860K) | $249.96 | $241.53 (−3%) | 2026-03-31 |
| MU Micron Technology, Inc. | 0.8% | 584K | $197M | NEW (+584K) | $337.84 | $1,062.39 (+214%) | 2026-03-31 |
| APP Applovin Corporation Class A Common Stock | 0.7% | 432K | $172M | NEW (+432K) | $324.50 | $285.93 (−12%) | 2026-03-31 |
| APH Amphenol Corporation | 0.7% | 1.3M | $168M | ▼ 64% (−2.4M) | $61.85 | $84.32 (+36%) | 2026-03-31 |
| MS Morgan Stanley | 0.6% | 965K | $159M | NEW (+965K) | $155.66 | $185.93 (+19%) | 2026-03-31 |
| SYK Stryker Corporation | 0.6% | 440K | $145M | ▼ 66% (−859K) | $358.54 | $276.26 (−23%) | 2026-03-31 |
| CME CME Group Inc. | 0.6% | 488K | $144M | NEW (+488K) | $295.35 | $266.09 (−10%) | 2026-03-31 |
| ECL Ecolab, Inc. | 0.6% | 529K | $141M | ▼ 17% (−105K) | $242.04 | $270.56 (+12%) | 2026-03-31 |
| TXN Texas Instruments Incorporated | 0.5% | 686K | $133M | NEW (+686K) | $194.15 | $280.60 (+45%) | 2026-03-31 |
| ORCL Oracle Corp | 0.3% | 471K | $69M | ▼ 73% (−1.3M) | $220.09 | $138.05 (−37%) | 2026-03-31 |
| NOW SERVICENOW, INC. | 0.2% | 500K | $52M | ▼ 82% (−2.3M) | $122.03 | $139.31 (+14%) | 2026-03-31 |
| COMP Compass, Inc. | 0.2% | 6.9M | $51M | — | $3.23 | $8.82 (+173%) | 2026-03-31 |
| IWF Ishares Tr Rssll 1000 Grwt | 0.1% | 92K | $39M | ▲ 31% (+22K) | $108.00 | $125.83 (+17%) | 2026-03-31 |
| TEAM Atlassian Corporation Class A Common Stock | 0.1% | 571K | $39M | NEW (+571K) | $170.45 | $182.91 (+7%) | 2026-03-31 |
| COST Costco Wholesale Corp | 0.0% | 10K | $10M | NEW (+10K) | $985.24 | $905.49 (−8%) | 2026-03-31 |
Showing top 50 of 60 holdings by value.
FAQ ▾
What are Winslow Capital Management, LLC's largest holdings?
As of the latest 13F: NVIDIA CORP 11.3%, Apple Inc. 9.2%, Alphabet Inc. Class C Capital Stock 7.4%, MICROSOFT CORP 6.5%, Broadcom Inc. Common Stock 6.2%.
How big is Winslow Capital Management, LLC's 13F portfolio?
$25.6B across 60 disclosed U.S.-equity positions.
What is Winslow Capital Management, LLC's 3-year performance?
+93% (13F-replication, price return), +15 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.