Q2 2026 13F · SEC CIK 900973

Winslow Capital Management, LLC

Mutual fund managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $29.1B
Reported positions: 66
Top holdings a year, 3 yrs: +25.1%
Assets under management: $28.7B

Winslow Capital Management, LLC is a mutual fund manager that reported 66 positions worth $29.1B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation Com (NVDA, 10.7%), Alphabet Inc (GOOG, 10.7%), Broadcom Inc (AVGO, 6.0%). A portfolio copying its top holdings returned 25.1% a year over the last 3 years, against 20.4% for the S&P 500.

Winslow Capital Management, LLC holdings largest 50 of 66 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Winslow Capital Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	10.7%	11.3%	15,600,375	-6.3%	$3.1B
GOOGAlphabet Inc	10.7%	7.4%	8,800,064	+32.5%	$3.1B
AVGOBroadcom Inc	6.0%	6.2%	4,633,364	-9.4%	$1.8B
AAPLApple Inc	4.9%	9.2%	4,877,656	-47.3%	$1.4B
AMZNAmazon Com Inc Com	3.5%	4.4%	4,304,655	-20.5%	$1.0B
MSFTMicrosoft Corp	2.9%	6.5%	2,295,227	-48.9%	$856.2M
AMDAdvanced Micro Devices Inc	2.9%	1.5%	1,460,164	-23.0%	$848.2M
LLYLilly Eli & Co	2.9%	2.7%	693,624	-8.4%	$832.0M
METAMeta Platforms Inc Class A	2.6%	3.9%	1,338,364	-23.0%	$753.9M
HLTHilton Worldwide Holdings Inc	2.5%	2.1%	2,187,153	+25.3%	$722.8M
ASMLAsml Hldg NV	2.4%	1.8%	348,356	-0.7%	$693.0M
MUMicron Technology Inc	2.2%	0.8%	559,488	-4.1%	$645.8M
GEGe Aerospace	2.2%	2.6%	1,708,225	-28.4%	$638.4M
ANETArista Networks Inc	2.0%	1.0%	3,484,991	+68.7%	$592.0M
LITELumentum Hldgs Inc Com	1.8%	—	595,561	—	$511.0M
VVisa Inc Com Cl A	1.7%	1.6%	1,472,227	+8.5%	$505.1M
STXSeagate Technology Hldngs Pl	1.7%	—	517,006	—	$498.9M
TSLATesla Inc Com	1.7%	2.1%	1,150,181	-21.2%	$483.8M
KLACKla Corp	1.6%	0.9%	1,524,800	+848.4%	$460.0M
JCIJohnson Controls Internation	1.5%	—	2,946,071	—	$430.5M
GEVGe Vernova Inc	1.5%	1.8%	360,801	-32.4%	$423.9M
ADIAnalog Devices Inc	1.4%	1.1%	999,060	+10.2%	$396.8M
TTTrane Technologies PLC	1.4%	1.3%	800,850	+1.0%	$393.3M
VRTVertiv Holdings Co	1.3%	0.8%	1,162,369	+34.4%	$389.2M
HWMHowmet Aerospace Inc	1.3%	1.3%	1,412,714	-5.0%	$379.8M
CATCaterpillar Inc Com	1.3%	—	350,774	—	$373.5M
AFRMAffirm Hldgs Inc	1.3%	—	4,577,562	—	$373.3M
MAMastercard Inc.	1.3%	1.6%	719,495	-14.0%	$369.5M
APHAmphenol Corp	1.2%	0.7%	2,044,422	+53.9%	$360.5M
ECLEcolab Inc	1.2%	0.5%	1,258,248	+138.0%	$350.6M
ELANElanco Animal Health Inc	1.1%	1.3%	13,511,127	-0.8%	$332.5M
APPApplovin Corp	1.1%	0.7%	640,362	+48.3%	$329.9M
PHParker-Hannifin Corp	1.1%	1.3%	325,169	-14.9%	$318.1M
MCKMckesson Corp Com	1.1%	1.3%	420,541	+10.8%	$317.8M
CHRWC H Robinson Worldwide in	1.1%	1.0%	1,630,787	+3.0%	$307.1M
PWRQuanta Svcs Inc Com	1.0%	1.5%	421,452	-39.8%	$303.5M
MSCIMSCI Inc	1.0%	—	529,653	—	$296.6M
SNDKSandisk Corp	1.0%	—	129,876	—	$295.3M
WWDWoodward Inc	1.0%	—	690,171	—	$293.6M
MSMorgan Stanley Com New	1.0%	0.6%	1,372,032	+42.1%	$286.8M
AXONAxon Enterprise Inc	1.0%	—	504,819	—	$283.0M
ORLYO'Reilly Automotive Inc	1.0%	1.1%	3,022,539	+2.4%	$278.3M
CLSCelestica Inc	0.9%	—	714,367	—	$260.6M
PLTRPalantir Technologies Inclass Class A	0.8%	2.0%	1,976,130	-42.7%	$230.6M
SPCXSpace Ex Tech Spacex Class A	0.8%	—	1,345,148	—	$229.8M
ORCLOracle Corp	0.8%	0.3%	1,537,543	+226.1%	$225.3M
SHOPShopify Inc	0.8%	1.4%	1,919,693	-36.5%	$219.2M
TXNTexas Instruments Inc	0.7%	0.5%	650,733	-5.2%	$194.0M
LRCXLam Research Corp	0.7%	—	444,164	—	$192.5M
COMPCompass Inc	0.3%	0.2%	6,934,620	+0.0%	$85.5M

What Winslow Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+848.4% shares
ORCL Oracle Corp+226.1% shares
ECL Ecolab Inc+138.0% shares
ANET Arista Networks Inc+68.7% shares
APH Amphenol Corp+53.9% shares
APP Applovin Corp+48.3% shares
MS Morgan Stanley Com New+42.1% shares
VRT Vertiv Holdings Co+34.4% shares

Reduced

MSFT Microsoft Corp-48.9% shares
AAPL Apple Inc-47.3% shares
PLTR Palantir Technologies Inclass Class A-42.7% shares
PWR Quanta Svcs Inc Com-39.8% shares
SHOP Shopify Inc-36.5% shares
GEV Ge Vernova Inc-32.4% shares
GE Ge Aerospace-28.4% shares
META Meta Platforms Inc Class A-23.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.4% /yr; S&P 500 +20.1%
3 years: +25.1% /yr; S&P 500 +20.4%
5 years: +10.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$29.1B	66
Q1 2026	$25.6B	60
Q4 2025	$29.8B	62
Q3 2025	$30.3B	60
Q2 2025	$29.9B	63
Q1 2025	$25.1B	65
Q4 2024	$28.1B	68
Q3 2024	$27.8B	61
Q2 2024	$27.7B	55
Q1 2024	$26.5B	57
Q4 2023	$24.1B	59
Q3 2023	$21.0B	54

Questions about Winslow Capital Management, LLC's portfolio

What stocks does Winslow Capital Management, LLC own?

Winslow Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 66 positions worth $29.1B. The largest are Nvidia Corporation Com (NVDA) at 10.7%, Alphabet Inc (GOOG) at 10.7%, Broadcom Inc (AVGO) at 6.0%, Apple Inc (AAPL) at 4.9% and Amazon Com Inc Com (AMZN) at 3.5%.

What did Winslow Capital Management, LLC buy last quarter?

In Q2 2026, Winslow Capital Management, LLC added Kla Corp (KLAC) (+848.4% shares), Oracle Corp (ORCL) (+226.1% shares) and Ecolab Inc (ECL) (+138.0% shares), compared with its Q1 2026 filing.

What did Winslow Capital Management, LLC sell last quarter?

In Q2 2026, Winslow Capital Management, LLC cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Snowflake Inc (SNOW), cut from its top 50 Booking Holdings Inc Com (BKNG), cut from its top 50 Spotify Technology S A (SPOT), Microsoft Corp (MSFT) (-48.9% shares), Apple Inc (AAPL) (-47.3% shares) and Palantir Technologies Inclass Class A (PLTR) (-42.7% shares), compared with its Q1 2026 filing.

How has Winslow Capital Management, LLC's portfolio performed?

A portfolio copying Winslow Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.4% against +20.1%. Over 5 years: +10.6% a year against +11.6%.

When is Winslow Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Winslow Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Winslow Capital Management, LLC manage?

Winslow Capital Management, LLC reported $28.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $29.1B.