EdgeMarket › What Winslow Capital Management, Llc reported owning
What Winslow Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
25.6BPositions
60Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 2.9B | 11.3% | 16.7M | 214.72 | +22.4% |
| AAPL Apple Inc. | 2.3B | 9.2% | 9.3M | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 1.9B | 7.4% | 6.6M | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 1.7B | 6.5% | 4.5M | 483.24 | -4.4% |
| AVGO Broadcom Inc. | 1.6B | 6.2% | 5.1M | 368.45 | +26.5% |
| AMZN AMAZON COM INC | 1.1B | 4.4% | 5.4M | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 994.9M | 3.9% | 1.7M | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 696.8M | 2.7% | 757.6K | 1,255.40 | +78.0% |
| GE GENERAL ELECTRIC CO | 677.3M | 2.6% | 2.4M | 348.37 | +30.7% |
| NFLX NETFLIX INC | 603.0M | 2.4% | 6.3M | 79.59 | -34.4% |
| TSLA Tesla, Inc. | 542.5M | 2.1% | 1.5M | 362.86 | +12.0% |
| ISRG INTUITIVE SURGICAL INC | 534.9M | 2.1% | 1.2M | 378.81 | -21.2% |
| HLT Hilton Worldwide Holdings Inc. | 530.6M | 2.1% | 1.7M | 326.63 | +21.0% |
| PLTR Palantir Technologies Inc. | 504.8M | 2.0% | 3.5M | 179.94 | +15.3% |
| SNOW Snowflake Inc. | 486.6M | 1.9% | 3.2M | 332.78 | +70.8% |
| GEV GE Vernova Inc. | 466.1M | 1.8% | 534.0K | 956.85 | +58.3% |
| ASML ASML HOLDING NV | 463.2M | 1.8% | 350.7K | 1,763.76 | +135.3% |
| MA Mastercard Inc | 418.0M | 1.6% | 836.6K | 580.63 | -2.0% |
| V VISA INC. | 410.1M | 1.6% | 1.4M | 371.04 | +7.9% |
| AMD ADVANCED MICRO DEVICES INC | 385.6M | 1.5% | 1.9M | 473.25 | +186.5% |
| PWR QUANTA SERVICES, INC. | 384.3M | 1.5% | 700.0K | 639.34 | +70.1% |
| SHOP SHOPIFY INC. | 358.7M | 1.4% | 3.0M | 149.25 | +8.7% |
| BKNG Booking Holdings Inc. | 345.7M | 1.3% | 322.3K | 209.62 | -7.1% |
| HWM Howmet Aerospace Inc. | 342.6M | 1.3% | 1.5M | 271.68 | +58.0% |
| PH Parker-Hannifin Corp | 341.9M | 1.3% | 381.9K | 1,001.74 | +34.8% |
| TT Trane Technologies plc | 330.3M | 1.3% | 792.5K | 453.43 | +6.4% |
| MCK MCKESSON CORP | 328.5M | 1.3% | 379.6K | 858.90 | +22.2% |
| ELAN Elanco Animal Health Inc | 325.8M | 1.3% | 13.6M | 23.97 | +37.3% |
| SPOT Spotify Technology S.A. | 301.1M | 1.2% | 620.9K | 533.72 | -24.2% |
| ADI ANALOG DEVICES INC | 288.4M | 1.1% | 906.4K | 373.09 | +52.4% |
| INTU INTUIT INC. | 281.7M | 1.1% | 651.6K | 367.00 | -47.5% |
| ORLY O REILLY AUTOMOTIVE INC | 272.4M | 1.1% | 3.0M | 89.11 | -14.3% |
| CHRW C. H. ROBINSON WORLDWIDE, INC. | 262.9M | 1.0% | 1.6M | 141.63 | +17.0% |
| ANET Arista Networks, Inc. | 253.6M | 1.0% | 2.1M | 188.65 | +43.5% |
| KLAC KLA CORP | 236.7M | 0.9% | 160.8K | 183.99 | +109.5% |
| VRT Vertiv Holdings Co | 216.7M | 0.8% | 864.7K | 261.95 | +105.4% |
| MU MICRON TECHNOLOGY INC | 197.2M | 0.8% | 583.7K | 966.78 | +724.8% |
| APP AppLovin Corp | 171.9M | 0.7% | 431.9K | 305.77 | -25.9% |
| APH AMPHENOL CORP /DE/ | 167.8M | 0.7% | 1.3M | 157.01 | +44.5% |
| MS MORGAN STANLEY | 158.9M | 0.6% | 965.4K | 214.20 | +48.6% |
| SYK STRYKER CORP | 144.6M | 0.6% | 440.1K | 329.45 | -15.9% |
| CME CME GROUP INC. | 144.2M | 0.6% | 488.2K | 274.98 | +0.1% |
| ECL ECOLAB INC. | 140.6M | 0.5% | 528.6K | 281.63 | -1.3% |
| TXN TEXAS INSTRUMENTS INC | 133.2M | 0.5% | 686.2K | 264.36 | +31.7% |
| ORCL ORACLE CORP | 69.4M | 0.3% | 471.5K | 146.47 | -37.7% |
| NOW ServiceNow, Inc. | 52.3M | 0.2% | 499.9K | 128.48 | -27.8% |
| COMP Compass, Inc. | 50.7M | 0.2% | 6.9M | 11.75 | +41.9% |
| IWF iShares Russell 1000 Growth Fund | 39.3M | 0.2% | 92.2K | 122.39 | +11.2% |
| TEAM Atlassian Corp | 39.0M | 0.2% | 570.8K | 171.81 | +3.2% |
| COST COSTCO WHOLESALE CORP /NEW | 10.2M | 0.0% | 10.2K | 947.74 | -4.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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