Winslow Capital Management, LLC portfolio
Managed by . 60 reported positions worth $25.6B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 44 days old on 2026-05-14, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| ELAN | Elanco Animal Health Inc | $325.8M | 13,614,355 | 1.27% |
| CHRW | C.H. Robinson Worldwide, Inc. | $262.9M | 1,582,993 | 1.02% |
| MU | Micron Technology Inc. | $197.2M | 583,681 | 0.77% |
| APP | Applovin Corp | $171.9M | 431,891 | 0.67% |
| MS | Morgan Stanley | $158.9M | 965,439 | 0.62% |
| CME | CME Group Inc | $144.2M | 488,161 | 0.56% |
| TXN | Texas Instruments Inc. | $133.2M | 686,171 | 0.52% |
| TEAM | Atlassian Corporation | $39.0M | 570,817 | 0.15% |
| COST | Costco Wholesale Corp | $10.2M | 10,221 | 0.04% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| DASH | DoorDash Inc | $531.7M | 2,343,835 | 0.00% |
| VRTX | Vertex Pharmaceuticals, Inc. | $405.1M | 887,640 | 0.00% |
| CDNS | Cadence Design Systems, Inc. | $360.8M | 1,151,476 | 0.00% |
| CTAS | Cintas Corporation | $342.5M | 1,822,369 | 0.00% |
| AXON | Axon Enterprise Inc | $314.3M | 547,802 | 0.00% |
| ARES | Ares Management Corp | $310.6M | 1,911,513 | 0.00% |
| KKR | KKR & Co. Inc | $270.2M | 2,114,593 | 0.00% |
| NDAQ | Nasdaq Inc | $250.5M | 2,568,537 | 0.00% |
| SNPS | SYNOPSYS INC COM | $513,404 | 1,093 | 0.00% |
| ALNY | ALNYLAM PHARMACEUTICALS INC CO | $503,425 | 1,266 | 0.00% |
| WDAY | WORKDAY INC CL A | $318,089 | 1,481 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | Apple Inc | $2.3B | 9,259,247 | 9.16% | +12% |
| GOOG | Alphabet Inc | $1.9B | 6,642,467 | 7.43% | +10% |
| AVGO | Broadcom Inc | $1.6B | 5,114,520 | 6.17% | +15% |
| GE | GE Aerospace | $677.3M | 2,386,803 | 2.64% | +86% |
| NFLX | Netflix Inc. | $603.0M | 6,271,330 | 2.35% | +11% |
| HLT | Hilton Worldwide Holdings Inc | $530.6M | 1,744,997 | 2.07% | +5% |
| PLTR | Palantir Technologies Inc | $504.8M | 3,450,888 | 1.97% | +135% |
| SNOW | Snowflake Inc | $486.6M | 3,226,305 | 1.90% | +3% |
| ASML | ASML Holding NV | $463.2M | 350,671 | 1.81% | +184464% |
| AMD | Advanced Micro Devices Inc. | $385.6M | 1,895,428 | 1.50% | +128% |
| PWR | Quanta Services, Inc. | $384.3M | 700,000 | 1.50% | +4% |
| SHOP | Shopify Inc | $358.7M | 3,024,200 | 1.40% | +2% |
| BKNG | Booking Holdings Inc | $345.7M | 322,326 | 1.35% | +225303% |
| PH | Parker-Hannifin Corp. | $341.9M | 381,899 | 1.33% | +133% |
| TT | Trane Technologies plc | $330.3M | 792,529 | 1.29% | +2714% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MCO | MOODYS CORP COM | $621,656 | 1,425 | 0.00% | -94% |
| NOW | ServiceNow Inc | $52.3M | 499,866 | 0.20% | -82% |
| ORCL | Oracle Corp. | $69.4M | 471,490 | 0.27% | -73% |
| IVW | ISHARES TR S&P500/BARRA GW | $375,865 | 3,323 | 0.00% | -68% |
| SYK | Stryker Corp. | $144.6M | 440,096 | 0.56% | -66% |
| APH | Amphenol Corp. | $167.8M | 1,328,007 | 0.65% | -64% |
| VUG | VANGUARD INDEX TR GROWTH VIPER | $2.6M | 5,966 | 0.01% | -58% |
| BSX | BOSTON SCIENTIFIC CORP COM | $295,427 | 4,708 | 0.00% | -50% |
| SPOT | Spotify Technology S.A. | $301.1M | 620,901 | 1.17% | -44% |
| LRCX | LAM RESEARCH CORP COM NEW | $3.1M | 14,589 | 0.01% | -34% |
| AMZN | Amazon.com Inc. | $1.1B | 5,414,765 | 4.40% | -33% |
| MA | Mastercard Incorporated | $418.0M | 836,577 | 1.63% | -32% |
| V | Visa Inc | $410.1M | 1,356,780 | 1.60% | -32% |
| MELI | MERCADOLIBRE INC COM | $243,792 | 141 | 0.00% | -32% |
| MSFT | Microsoft Corporation | $1.7B | 4,488,492 | 6.48% | -29% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | $2.9B | 16,654,394 | 11.32% | — |
| AAPL | Apple Inc | $2.3B | 9,259,247 | 9.16% | — |
| GOOG | Alphabet Inc | $1.9B | 6,642,467 | 7.43% | — |
| MSFT | Microsoft Corporation | $1.7B | 4,488,492 | 6.48% | — |
| AVGO | Broadcom Inc | $1.6B | 5,114,520 | 6.17% | — |
| AMZN | Amazon.com Inc. | $1.1B | 5,414,765 | 4.40% | — |
| META | Meta Platforms Inc | $994.9M | 1,738,950 | 3.88% | — |
| LLY | Lilly(Eli) & Co | $696.8M | 757,586 | 2.72% | — |
| GE | GE Aerospace | $677.3M | 2,386,803 | 2.64% | — |
| NFLX | Netflix Inc. | $603.0M | 6,271,330 | 2.35% | — |
| TSLA | Tesla Inc | $542.5M | 1,459,239 | 2.12% | — |
| ISRG | Intuitive Surgical Inc | $534.9M | 1,160,360 | 2.09% | — |
| HLT | Hilton Worldwide Holdings Inc | $530.6M | 1,744,997 | 2.07% | — |
| PLTR | Palantir Technologies Inc | $504.8M | 3,450,888 | 1.97% | — |
| SNOW | Snowflake Inc | $486.6M | 3,226,305 | 1.90% | — |
| GEV | GE Vernova Inc. | $466.1M | 533,971 | 1.82% | — |
| ASML | ASML Holding NV | $463.2M | 350,671 | 1.81% | — |
| MA | Mastercard Incorporated | $418.0M | 836,577 | 1.63% | — |
| V | Visa Inc | $410.1M | 1,356,780 | 1.60% | — |
| AMD | Advanced Micro Devices Inc. | $385.6M | 1,895,428 | 1.50% | — |
| PWR | Quanta Services, Inc. | $384.3M | 700,000 | 1.50% | — |
| SHOP | Shopify Inc | $358.7M | 3,024,200 | 1.40% | — |
| BKNG | Booking Holdings Inc | $345.7M | 322,326 | 1.35% | — |
| HWM | Howmet Aerospace Inc | $342.6M | 1,486,581 | 1.34% | — |
| PH | Parker-Hannifin Corp. | $341.9M | 381,899 | 1.33% | — |
| TT | Trane Technologies plc | $330.3M | 792,529 | 1.29% | — |
| MCK | Mckesson Corporation | $328.5M | 379,576 | 1.28% | — |
| ELAN | Elanco Animal Health Inc | $325.8M | 13,614,355 | 1.27% | — |
| SPOT | Spotify Technology S.A. | $301.1M | 620,901 | 1.17% | — |
| ADI | Analog Devices Inc. | $288.4M | 906,437 | 1.12% | — |
| INTU | Intuit Inc | $281.7M | 651,617 | 1.10% | — |
| ORLY | O`Reilly Automotive, Inc. | $272.4M | 2,951,148 | 1.06% | — |
| CHRW | C.H. Robinson Worldwide, Inc. | $262.9M | 1,582,993 | 1.02% | — |
| ANET | Arista Networks Inc | $253.6M | 2,065,312 | 0.99% | — |
| KLAC | KLA Corp. | $236.7M | 160,780 | 0.92% | — |
| VRT | Vertiv Holdings Co | $216.7M | 864,727 | 0.84% | — |
| MU | Micron Technology Inc. | $197.2M | 583,681 | 0.77% | — |
| APP | Applovin Corp | $171.9M | 431,891 | 0.67% | — |
| APH | Amphenol Corp. | $167.8M | 1,328,007 | 0.65% | — |
| MS | Morgan Stanley | $158.9M | 965,439 | 0.62% | — |
| SYK | Stryker Corp. | $144.6M | 440,096 | 0.56% | — |
| CME | CME Group Inc | $144.2M | 488,161 | 0.56% | — |
| ECL | Ecolab, Inc. | $140.6M | 528,620 | 0.55% | — |
| TXN | Texas Instruments Inc. | $133.2M | 686,171 | 0.52% | — |
| ORCL | Oracle Corp. | $69.4M | 471,490 | 0.27% | — |
| NOW | ServiceNow Inc | $52.3M | 499,866 | 0.20% | — |
| COMP | Compass Inc | $50.7M | 6,934,620 | 0.20% | — |
| IWF | ISHARES TR RSSLL 1000 GRWT | $39.3M | 92,176 | 0.15% | — |
| TEAM | Atlassian Corporation | $39.0M | 570,817 | 0.15% | — |
| COST | Costco Wholesale Corp | $10.2M | 10,221 | 0.04% | — |
| LRCX | LAM RESEARCH CORP COM NEW | $3.1M | 14,589 | 0.01% | — |
| VUG | VANGUARD INDEX TR GROWTH VIPER | $2.6M | 5,966 | 0.01% | — |
| GOOGL | ALPHABET CLASS A | $2.4M | 8,398 | 0.01% | — |
| CMG | Chipotle Mexican Grill | $1.2M | 38,929 | 0.00% | — |
| MCO | MOODYS CORP COM | $621,656 | 1,425 | 0.00% | — |
| IVW | ISHARES TR S&P500/BARRA GW | $375,865 | 3,323 | 0.00% | — |
| UBER | UBER TECHNOLOGIES INC COM | $348,789 | 4,849 | 0.00% | — |
| BSX | BOSTON SCIENTIFIC CORP COM | $295,427 | 4,708 | 0.00% | — |
| MELI | MERCADOLIBRE INC COM | $243,792 | 141 | 0.00% | — |
| LIN | LINDE PLC SHS | $217,143 | 438 | 0.00% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Winslow Capital Management, LLC (CIK 900973, accession 0000900973-26-000004). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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