Holdings of Winslow Capital Management, LLC
56 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 58.8 % of the equity sleeve
Sector breakdown
- Technology 49.5 %
- Communication 14.2 %
- Consumer discretionary 11.4 %
- Industrials 10.9 %
- Health care 8.2 %
- Financials 4.6 %
- Materials 0.6 %
- Unattributed 0.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.1 %
- NL 1.9 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 55 | 24.2B $ | 98.12 % |
| 2 | NL | 1 | 463.2M $ | 1.88 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 16,654,394 | 2.9B $ | |
| 2 | Apple Inc | 9,259,247 | 2.3B $ | |
| 3 | Alphabet Inc | 6,642,467 | 1.9B $ | |
| 4 | Microsoft Corp | 4,488,492 | 1.7B $ | |
| 5 | Broadcom Inc | 5,114,520 | 1.6B $ | |
| 6 | Amazon.com Inc | 5,414,765 | 1.1B $ | |
| 7 | Meta Platforms Inc | 1,738,950 | 994.9M $ | |
| 8 | Eli Lilly & Co | 757,586 | 696.8M $ | |
| 9 | General Electric Co | 2,386,803 | 677.3M $ | |
| 10 | Netflix Inc | 6,271,330 | 603M $ | |
| 11 | Tesla Inc | 1,459,239 | 542.5M $ | |
| 12 | Intuitive Surgical Inc | 1,160,360 | 534.9M $ | |
| 13 | Hilton Worldwide Holdings Inc | 1,744,997 | 530.6M $ | |
| 14 | Palantir Technologies Inc | 3,450,888 | 504.8M $ | |
| 15 | Snowflake Inc | 3,226,305 | 486.6M $ | |
| 16 | GE Vernova Inc | 533,971 | 466.1M $ | |
| 17 | ASML Holding NV | 350,671 | 463.2M $ | |
| 18 | Mastercard Inc | 836,577 | 418M $ | |
| 19 | Visa Inc | 1,356,780 | 410.1M $ | |
| 20 | Advanced Micro Devices Inc | 1,895,428 | 385.6M $ | |
| 21 | Quanta Services Inc | 700,000 | 384.3M $ | |
| 22 | Booking Holdings Inc | 322,326 | 345.7M $ | |
| 23 | Howmet Aerospace Inc | 1,486,581 | 342.6M $ | |
| 24 | Parker-Hannifin Corp | 381,899 | 341.9M $ | |
| 25 | McKesson Corp | 379,576 | 328.5M $ | |
| 26 | Elanco Animal Health Inc | 13,614,355 | 325.8M $ | |
| 27 | Analog Devices Inc | 906,437 | 288.4M $ | |
| 28 | Intuit Inc | 651,617 | 281.7M $ | |
| 29 | O'Reilly Automotive Inc | 2,951,148 | 272.4M $ | |
| 30 | CH Robinson Worldwide Inc | 1,582,993 | 262.9M $ | |
| 31 | Arista Networks Inc | 2,065,312 | 253.6M $ | |
| 32 | KLA Corp | 160,780 | 236.7M $ | |
| 33 | Vertiv Holdings Co | 864,727 | 216.7M $ | |
| 34 | Micron Technology Inc | 583,681 | 197.2M $ | |
| 35 | AppLovin Corp | 431,891 | 171.9M $ | |
| 36 | Amphenol Corp | 1,328,007 | 167.8M $ | |
| 37 | Morgan Stanley | 965,439 | 158.9M $ | |
| 38 | Stryker Corp | 440,096 | 144.6M $ | |
| 39 | CME Group Inc | 488,161 | 144.2M $ | |
| 40 | Ecolab Inc | 528,620 | 140.6M $ | |
| 41 | Texas Instruments Inc | 686,171 | 133.2M $ | |
| 42 | Oracle Corp | 471,490 | 69.4M $ | |
| 43 | ServiceNow Inc | 499,866 | 52.3M $ | |
| 44 | Compass Inc | 6,934,620 | 50.7M $ | |
| 45 | iShares Russell 1000 Growth ETF | 92,176 | 39.3M $ | |
| 46 | Atlassian Corp | 570,817 | 39M $ | |
| 47 | Costco Wholesale Corp | 10,221 | 10.2M $ | |
| 48 | Lam Research Corp | 14,589 | 3.1M $ | |
| 49 | Vanguard Growth ETF | 5,966 | 2.6M $ | |
| 50 | Alphabet Inc | 8,398 | 2.4M $ | |
| 51 | Chipotle Mexican Grill Inc | 38,929 | 1.2M $ | |
| 52 | Moody's Corp | 1,425 | 621.7K $ | |
| 53 | iShares Trust | 3,323 | 375.9K $ | |
| 54 | Uber Technologies Inc | 4,849 | 348.8K $ | |
| 55 | Boston Scientific Corp | 4,708 | 295.4K $ | |
| 56 | MercadoLibre Inc | 141 | 243.8K $ |