Winslow Capital Management, LLC
Q2 2026 13F filing
Updated 28 days ago163 disclosed positions worth $29.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN Alphabet Inc | $1.7B | 4.70M | 5.71% | — |
| 2 | N NVDA NVIDIA Corp | $1.5B | 7.62M | 5.25% | — |
| 3 | N NVDA NVIDIA Corp | $969.7M | 4.85M | 3.34% | — |
| 4 | A AVGO Broadcom Inc | $938.2M | 2.48M | 3.23% | — |
| 5 | G GOOGN Alphabet Inc | $896.4M | 2.54M | 3.08% | — |
| 6 | A AAPL Apple Inc | $748.7M | 2.59M | 2.58% | — |
| 7 | A AMZN Amazon.com Inc. | $628.9M | 2.64M | 2.16% | — |
| 8 | N NVDA NVIDIA Corp | $626.4M | 3.13M | 2.16% | — |
| 9 | G GOOGN Alphabet Inc | $552.5M | 1.56M | 1.90% | — |
| 10 | A AVGO Broadcom Inc | $499.4M | 1.32M | 1.72% | — |
| 11 | M MSFT Microsoft Corporation | $467.9M | 1.25M | 1.61% | — |
| 12 | A AMD Advanced Micro Devices Inc. | $465.5M | 801.4K | 1.60% | — |
| 13 | K KLAC KLA Corp. | $460M | 1.52M | 1.58% | — |
| 14 | L LLY Lilly(Eli) & Co | $444.9M | 371.0K | 1.53% | — |
| 15 | M META Meta Platforms Inc | $419.4M | 744.6K | 1.44% | — |
| 16 | A AAPL Apple Inc | $400.2M | 1.38M | 1.38% | — |
| 17 | H HLT Hilton Worldwide Holdings Inc | $375.7M | 1.14M | 1.29% | — |
| 18 | G GE GE Aerospace | $348.5M | 932.4K | 1.20% | — |
| 19 | A ANET Arista Networks Inc | $332.8M | 1.96M | 1.15% | — |
| 20 | A AVGO Broadcom Inc | $312.7M | 827.7K | 1.08% | — |
| 21 | A APH Amphenol Corp. | $294.8M | 1.67M | 1.01% | — |
| 22 | A ASMLF ASML Holding NV | $288.1M | 144.8K | 0.99% | — |
| 23 | M MU Micron Technology Inc. | $285.3M | 247.1K | 0.98% | — |
| 24 | V V Visa Inc | $274.7M | 800.7K | 0.95% | — |
| 25 | L LITE Lumentum Holdings Inc | $274.5M | 320.0K | 0.94% | — |
| 26 | S STX Seagate Technology Holdings Plc | $270.6M | 280.4K | 0.93% | — |
| 27 | G GEV GE Vernova Inc. | $266.4M | 226.8K | 0.92% | — |
| 28 | A AAPL Apple Inc | $262.5M | 907.1K | 0.90% | — |
| 29 | A ASMLF ASML Holding NV | $248.8M | 125.0K | 0.86% | — |
| 30 | L LLY Lilly(Eli) & Co | $242.9M | 202.5K | 0.84% | — |
| 31 | A AMZN Amazon.com Inc. | $241M | 1.01M | 0.83% | — |
| 32 | T TSLA Tesla Inc | $240.8M | 572.4K | 0.83% | — |
| 33 | A AMD Advanced Micro Devices Inc. | $239.7M | 412.6K | 0.82% | — |
| 34 | M MSFT Microsoft Corporation | $232.7M | 623.9K | 0.80% | — |
| 35 | J JCI Johnson Controls International plc | $231.1M | 1.58M | 0.80% | — |
| 36 | M MU Micron Technology Inc. | $229.7M | 199.0K | 0.79% | — |
| 37 | V VRT Vertiv Holdings Co | $215.9M | 644.8K | 0.74% | — |
| 38 | H HLT Hilton Worldwide Holdings Inc | $211.1M | 638.9K | 0.73% | — |
| 39 | T TT Trane Technologies plc | $211.1M | 429.7K | 0.73% | — |
| 40 | C CAT Caterpillar Inc. | $208.9M | 196.2K | 0.72% | — |
| 41 | H HWM Howmet Aerospace Inc | $208.1M | 773.9K | 0.72% | — |
| 42 | M MA Mastercard Incorporated | $204.7M | 398.6K | 0.70% | — |
| 43 | A ADI Analog Devices Inc. | $202.1M | 509.0K | 0.70% | — |
| 44 | M META Meta Platforms Inc | $198.4M | 352.3K | 0.68% | — |
| 45 | T TXN Texas Instruments Inc. | $193.9M | 650.6K | 0.67% | — |
| 46 | E ECL Ecolab, Inc. | $192.4M | 690.6K | 0.66% | — |
| 47 | L LRCX Lam Research Corp. | $186.3M | 430.0K | 0.64% | — |
| 48 | M MCK Mckesson Corporation | $181.3M | 240.0K | 0.62% | — |
| 49 | P PH Parker-Hannifin Corp. | $177.7M | 181.7K | 0.61% | — |
| 50 | G GE GE Aerospace | $177.3M | 474.5K | 0.61% | — |