WC
Winslow Capital Management, LLC
Winslow Capital Management, LLC · Investor
1Y performance ⓘ
+13%
AUM (13F)
$25.6B
# of Holdings
60
3Y performance ⓘ
+100%
vs S&P 500 ⓘ
+28%
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 +100% over 3 years (+28 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) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| AAPL Apple Inc. | 9.2% | 9.3M | $2.3B | ▲ 12% (+980K) | $164.90 | $297.01 (+80%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 7.4% | 6.6M | $1.9B | ▲ 10% (+617K) | $104.00 | $348.78 (+235%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 6.5% | 4.5M | $1.7B | ▼ 29% (−1.8M) | $288.30 | $367.34 (+27%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 6.2% | 5.1M | $1.6B | ▲ 15% (+662K) | $867.43 | $392.13 (−55%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 4.4% | 5.4M | $1.1B | ▼ 33% (−2.7M) | $103.29 | $232.79 (+125%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 3.9% | 1.7M | $995M | ▼ 5.2% (−96K) | $211.94 | $563.85 (+166%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 2.7% | 758K | $697M | — | $468.98 | $1,102.08 (+135%) | 2026-03-31 |
| GE GE Aerospace | 2.6% | 2.4M | $677M | ▲ 86% (+1.1M) | $175.53 | $355.12 (+102%) | 2026-03-31 |
| NFLX NetFlix Inc | 2.4% | 6.3M | $603M | ▲ 11% (+619K) | $440.49 | $72.88 (−83%) | 2026-03-31 |
| TSLA Tesla, Inc. | 2.1% | 1.5M | $542M | ▼ 3.5% (−52K) | $207.46 | $405.05 (+95%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 2.1% | 1.2M | $535M | ▼ 8.6% (−109K) | $255.47 | $402.95 (+58%) | 2026-03-31 |
| HLT Hilton Worldwide Holdings Inc. | 2.1% | 1.7M | $531M | ▲ 4.6% (+76K) | $140.87 | $342.93 (+143%) | 2026-03-31 |
| PLTR Palantir Technologies Inc. Class A Common Stock | 2.0% | 3.5M | $505M | ▲ 135% (+2.0M) | $84.40 | $119.50 (+42%) | 2026-03-31 |
| SNOW Snowflake Inc. | 1.9% | 3.2M | $487M | ▲ 3.4% (+106K) | $152.77 | $226.59 (+48%) | 2026-03-31 |
| GEV GE Vernova Inc. | 1.8% | 534K | $466M | ▼ 27% (−199K) | $654.50 | $1,127.59 (+72%) | 2026-03-31 |
| ASML Asml Holding Nv | 1.8% | 351K | $463M | ▲ 184464% (+350K) | $680.71 | $1,929.25 (+183%) | 2026-03-31 |
| MA Mastercard Incorporated | 1.6% | 837K | $418M | ▼ 32% (−403K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| V VISA Inc. | 1.6% | 1.4M | $410M | ▼ 32% (−630K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| AMD Advanced Micro Devices | 1.5% | 1.9M | $386M | ▲ 128% (+1.1M) | $113.91 | $551.63 (+384%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 1.5% | 700K | $384M | ▲ 3.9% (+26K) | $414.42 | $740.14 (+79%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 1.4% | 3.0M | $359M | ▲ 2.3% (+68K) | $80.14 | $107.98 (+35%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 1.4% | 322K | $346M | ▲ 225303% (+322K) | $3,627.88 | $167.77 (−95%) | 2026-03-31 |
| HWM Howmet Aerospace Inc. | 1.3% | 1.5M | $343M | ▼ 5.3% (−83K) | $109.37 | $280.36 (+156%) | 2026-03-31 |
| PH Parker-Hannifin Corporation | 1.3% | 382K | $342M | ▲ 133% (+218K) | $336.11 | $962.14 (+186%) | 2026-03-31 |
| TT Trane Technologies plc | 1.3% | 793K | $330M | ▲ 2714% (+764K) | $243.90 | $491.59 (+102%) | 2026-03-31 |
| MCK McKesson Corporation | 1.3% | 380K | $328M | ▼ 13% (−57K) | $820.69 | $744.85 (−9%) | 2026-03-31 |
| ELAN Elanco Animal Health Incorporated Common Stock | 1.3% | 13.6M | $326M | NEW (+13.6M) | $23.93 | $23.90 (−0%) | 2026-03-31 |
| SPOT Spotify Technology S.A. | 1.2% | 621K | $301M | ▼ 44% (−491K) | $313.79 | $459.34 (+46%) | 2026-03-31 |
| ADI Analog Devices, Inc. | 1.1% | 906K | $288M | ▲ 58% (+334K) | $197.22 | $445.48 (+126%) | 2026-03-31 |
| INTU Intuit Inc | 1.1% | 652K | $282M | ▼ 28% (−258K) | $445.83 | $257.77 (−42%) | 2026-03-31 |
| ORLY O'Reilly Automotive, Inc. | 1.1% | 3.0M | $272M | ▲ 19800% (+2.9M) | $848.98 | $85.63 (−90%) | 2026-03-31 |
| CHRW C.H. Robinson Worldwide, Inc. | 1.0% | 1.6M | $263M | NEW (+1.6M) | $166.07 | $187.07 (+13%) | 2026-03-31 |
| ANET Arista Networks | 1.0% | 2.1M | $254M | ▲ 8.9% (+169K) | $110.53 | $174.56 (+58%) | 2026-03-31 |
| KLAC KLA Corporation Common Stock | 0.9% | 161K | $237M | ▲ 67% (+64K) | $895.74 | $269.16 (−70%) | 2026-03-31 |
| VRT Vertiv Holdings Co Class A Common Stock | 0.8% | 865K | $217M | ▲ 19625% (+860K) | $128.41 | $357.96 (+179%) | 2026-03-31 |
| MU Micron Technology, Inc. | 0.8% | 584K | $197M | NEW (+584K) | $337.84 | $1,211.38 (+259%) | 2026-03-31 |
| APP Applovin Corporation Class A Common Stock | 0.7% | 432K | $172M | NEW (+432K) | $264.97 | $469.39 (+77%) | 2026-03-31 |
| APH Amphenol Corporation | 0.7% | 1.3M | $168M | ▼ 64% (−2.4M) | $65.16 | $165.96 (+155%) | 2026-03-31 |
| MS Morgan Stanley | 0.6% | 965K | $159M | NEW (+965K) | $87.80 | $227.09 (+159%) | 2026-03-31 |
| SYK Stryker Corporation | 0.6% | 440K | $145M | ▼ 66% (−859K) | $361.26 | $304.69 (−16%) | 2026-03-31 |
| CME CME Group Inc. | 0.6% | 488K | $144M | NEW (+488K) | $295.35 | $245.20 (−17%) | 2026-03-31 |
| ECL Ecolab, Inc. | 0.6% | 529K | $141M | ▼ 17% (−105K) | $230.90 | $269.34 (+17%) | 2026-03-31 |
| TXN Texas Instruments Incorporated | 0.5% | 686K | $133M | NEW (+686K) | $194.53 | $332.28 (+71%) | 2026-03-31 |
| ORCL Oracle Corp | 0.3% | 471K | $69M | ▼ 73% (−1.3M) | $170.40 | $175.07 (+3%) | 2026-03-31 |
| NOW SERVICENOW, INC. | 0.2% | 500K | $52M | ▼ 82% (−2.3M) | $464.72 | $93.01 (−80%) | 2026-03-31 |
| COMP Compass, Inc. | 0.2% | 6.9M | $51M | — | $3.23 | $9.78 (+203%) | 2026-03-31 |
| IWF Ishares Tr Rssll 1000 Grwt | 0.1% | 92K | $39M | ▲ 31% (+22K) | $244.33 | $121.76 (−50%) | 2026-03-31 |
| TEAM Atlassian Corporation Class A Common Stock | 0.1% | 571K | $39M | NEW (+571K) | $171.17 | $79.96 (−53%) | 2026-03-31 |
| COST Costco Wholesale Corp | 0.0% | 10K | $10M | NEW (+10K) | $496.87 | $951.35 (+91%) | 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?
+100% (13F-replication, price return), +28 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.