# Winslow Capital Management, LLC: Form 13F holdings

An institutional investment manager in MINNEAPOLIS, MN. SEC CIK 900973.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $29.06bn
- Positions: 66 (163 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/900973/000090097326000006/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [NVIDIA Corp (NVDA)](/companies/nvda.md) | COM | $3.12bn | 10.7% | 15,600,375 |  | Reduced −1,054,019 |
| [Alphabet Inc (GOOGL)](/companies/googl.md) | COM | $3.11bn | 10.7% | 8,800,064 |  | Added +2,157,597 |
| [Broadcom Inc (AVGO)](/companies/avgo.md) | COM | $1.75bn | 6.0% | 4,633,364 |  | Reduced −481,156 |
| [Apple Inc (AAPL)](/companies/aapl.md) | COM | $1.41bn | 4.9% | 4,877,656 |  | Reduced −4,381,591 |
| [Amazon.com Inc. (AMZN)](/companies/amzn.md) | COM | $1.03bn | 3.5% | 4,304,655 |  | Reduced −1,110,110 |
| [Microsoft Corporation (MSFT)](/companies/msft.md) | COM | $856.2m | 2.9% | 2,295,227 |  | Reduced −2,193,265 |
| [Advanced Micro Devices Inc. (AMD)](/companies/amd.md) | COM | $848.2m | 2.9% | 1,460,164 |  | Reduced −435,264 |
| [Lilly(Eli) & Co (LLY)](/companies/lly.md) | COM | $832.0m | 2.9% | 693,624 |  | Reduced −63,962 |
| [Meta Platforms Inc (META)](/companies/meta.md) | COM | $753.9m | 2.6% | 1,338,364 |  | Reduced −400,586 |
| [Hilton Worldwide Holdings Inc (HLT)](/companies/hlt.md) | COM | $722.8m | 2.5% | 2,187,153 |  | Added +442,156 |
| ASML Holding NV | COM | $693.0m | 2.4% | 348,356 |  | Reduced −2,315 |
| [Micron Technology Inc. (MU)](/companies/mu.md) | COM | $645.8m | 2.2% | 559,488 |  | Reduced −24,193 |
| [GE Aerospace (GE)](/companies/ge.md) | COM | $638.4m | 2.2% | 1,708,225 |  | Reduced −678,578 |
| [Arista Networks Inc (ANET)](/companies/anet.md) | COM | $592.0m | 2.0% | 3,484,991 |  | Added +1,419,679 |
| [Lumentum Holdings Inc (LITE)](/companies/lite.md) | COM | $511.0m | 1.8% | 595,561 |  | New +595,561 |
| [Visa Inc (V)](/companies/v.md) | COM | $505.1m | 1.7% | 1,472,227 |  | Added +115,447 |
| Seagate Technology Holdings Plc | COM | $498.9m | 1.7% | 517,006 |  | New +517,006 |
| [Tesla Inc (TSLA)](/companies/tsla.md) | COM | $483.8m | 1.7% | 1,150,181 |  | Reduced −309,058 |
| [KLA Corp. (KLAC)](/companies/klac.md) | COM | $460.0m | 1.6% | 1,524,800 |  | Added +1,364,020 |
| Johnson Controls International plc | COM | $430.5m | 1.5% | 2,946,071 |  | New +2,946,071 |
| [GE Vernova Inc. (GEV)](/companies/gev.md) | COM | $423.9m | 1.5% | 360,801 |  | Reduced −173,170 |
| [Analog Devices Inc. (ADI)](/companies/adi.md) | COM | $396.8m | 1.4% | 999,060 |  | Added +92,623 |
| Trane Technologies plc | COM | $393.3m | 1.4% | 800,850 |  | Added +8,321 |
| [Vertiv Holdings Co (VRT)](/companies/vrt.md) | COM | $389.2m | 1.3% | 1,162,369 |  | Added +297,642 |
| [Howmet Aerospace Inc (HWM)](/companies/hwm.md) | COM | $379.8m | 1.3% | 1,412,714 |  | Reduced −73,867 |
| [Caterpillar Inc. (CAT)](/companies/cat.md) | COM | $373.5m | 1.3% | 350,774 |  | New +350,774 |
| [Affirm Holdings Inc (AFRM)](/companies/afrm.md) | COM | $373.3m | 1.3% | 4,577,562 |  | New +4,577,562 |
| [Mastercard Incorporated (MA)](/companies/ma.md) | COM | $369.5m | 1.3% | 719,495 |  | Reduced −117,082 |
| [Amphenol Corp. (APH)](/companies/aph.md) | COM | $360.5m | 1.2% | 2,044,422 |  | Added +716,415 |
| [Ecolab, Inc. (ECL)](/companies/ecl.md) | COM | $350.6m | 1.2% | 1,258,248 |  | Added +729,628 |
| [Elanco Animal Health Inc (ELAN)](/companies/elan.md) | COM | $332.5m | 1.1% | 13,511,127 |  | Reduced −103,228 |
| [Applovin Corp (APP)](/companies/app.md) | COM | $329.9m | 1.1% | 640,362 |  | Added +208,471 |
| [Parker-Hannifin Corp. (PH)](/companies/ph.md) | COM | $318.1m | 1.1% | 325,169 |  | Reduced −56,730 |
| [Mckesson Corporation (MCK)](/companies/mck.md) | COM | $317.8m | 1.1% | 420,541 |  | Added +40,965 |
| [C.H. Robinson Worldwide, Inc. (CHRW)](/companies/chrw.md) | COM | $307.1m | 1.1% | 1,630,787 |  | Added +47,794 |
| [Quanta Services, Inc. (PWR)](/companies/pwr.md) | COM | $303.5m | 1.0% | 421,452 |  | Reduced −278,548 |
| [MSCI Inc (MSCI)](/companies/msci.md) | COM | $296.6m | 1.0% | 529,653 |  | New +529,653 |
| [Sandisk Corp (SNDK)](/companies/sndk.md) | COM | $295.3m | 1.0% | 129,876 |  | New +129,876 |
| [Woodward Inc (WWD)](/companies/wwd.md) | COM | $293.6m | 1.0% | 690,171 |  | New +690,171 |
| [Morgan Stanley (MS)](/companies/ms.md) | COM | $286.8m | 1.0% | 1,372,032 |  | Added +406,593 |
| [Axon Enterprise Inc (AXON)](/companies/axon.md) | COM | $283.0m | 1.0% | 504,819 |  | New +504,819 |
| [O\`Reilly Automotive, Inc. (ORLY)](/companies/orly.md) | COM | $278.3m | 1.0% | 3,022,539 |  | Added +71,391 |
| [Celestica, Inc. (CLS)](/companies/cls.md) | COM | $260.6m | 0.9% | 714,367 |  | New +714,367 |
| [Palantir Technologies Inc (PLTR)](/companies/pltr.md) | COM | $230.6m | 0.8% | 1,976,130 |  | Reduced −1,474,758 |
| [Space Exploration Technologies Corp. (SPCX)](/companies/spcx.md) | COM | $229.8m | 0.8% | 1,345,148 |  | New +1,345,148 |
| [Oracle Corp. (ORCL)](/companies/orcl.md) | COM | $225.3m | 0.8% | 1,537,543 |  | Added +1,066,053 |
| [Shopify Inc (SHOP)](/companies/shop.md) | COM | $219.2m | 0.8% | 1,919,693 |  | Reduced −1,104,507 |
| [Texas Instruments Inc. (TXN)](/companies/txn.md) | COM | $194.0m | 0.7% | 650,733 |  | Reduced −35,438 |
| [Lam Research Corp. (LRCX)](/companies/lrcx.md) | COM | $192.5m | 0.7% | 444,164 |  | Added +429,575 |
| [Compass Inc (COMP)](/companies/comp.md) | COM | $85.5m | 0.3% | 6,934,620 |  | Unchanged |
| ISHARES TR RSSLL 1000 GRWT | ETF-EQUITY | $24.7m | <0.1% | 199,230 |  | Added +107,054 |
| [Western Digital Corp. (WDC)](/companies/wdc.md) | COM | $20.2m | <0.1% | 31,678 |  | New +31,678 |
| [Datadog Inc (DDOG)](/companies/ddog.md) | COM | $18.7m | <0.1% | 71,940 |  | New +71,940 |
| [Intuitive Surgical Inc (ISRG)](/companies/isrg.md) | COM | $3.0m | <0.1% | 7,450 |  | Reduced −1,152,910 |
| [ALPHABET CLASS A (GOOGL)](/companies/googl.md) | COM | $2.9m | <0.1% | 8,169 |  | Reduced −229 |
| VANGUARD INDEX TR GROWTH VIPER | ETF-EQUITY | $2.0m | <0.1% | 23,347 |  | Added +17,381 |
| [Applied Materials Inc. (AMAT)](/companies/amat.md) | COM | $1.7m | <0.1% | 2,360 |  | New +2,360 |
| [Snowflake Inc (SNOW)](/companies/snow.md) | COM | $1.4m | <0.1% | 5,608 |  | Reduced −3,220,697 |
| SPOTIFY TECHNOLOGY S A SHS | COM | $1.3m | <0.1% | 2,811 |  | Reduced −618,090 |
| [NETFLIX COM INC COM (NFLX)](/companies/nflx.md) | COM | $859.7k | <0.1% | 12,041 |  | Reduced −6,259,289 |
| [CHIPOTLE MEXICAN GRILL INC CL (CMG)](/companies/cmg.md) | COM | $546.0k | <0.1% | 16,060 |  | Reduced −22,869 |
| [MOODYS CORP COM (MCO)](/companies/mco.md) | COM | $512.7k | <0.1% | 1,132 |  | Reduced −293 |
| ISHARES TR S&P500/BARRA GW | COM | $413.7k | <0.1% | 3,008 |  | Reduced −315 |
| [UBER TECHNOLOGIES INC COM (UBER)](/companies/uber.md) | COM | $333.2k | <0.1% | 4,618 |  | Reduced −231 |
| [COSTCO WHOLESALE CORP COM (COST)](/companies/cost.md) | COM | $239.5k | <0.1% | 256 |  | Reduced −9,965 |
| LINDE PLC SHS | COM | $214.8k | <0.1% | 414 |  | Reduced −24 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Atlassian Corporation (TEAM)](/companies/team.md) | COM | $0 | 0.0% | 0 |  | Sold out −570,817 |
| [Booking Holdings Inc (BKNG)](/companies/bkng.md) | COM | $0 | 0.0% | 0 |  | Sold out −322,326 |
| [BOSTON SCIENTIFIC CORP COM (BSX)](/companies/bsx.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,708 |
| [CME Group Inc (CME)](/companies/cme.md) | COM | $0 | 0.0% | 0 |  | Sold out −488,161 |
| [Intuit Inc (INTU)](/companies/intu.md) | COM | $0 | 0.0% | 0 |  | Sold out −651,617 |
| [MERCADOLIBRE INC COM (MELI)](/companies/meli.md) | COM | $0 | 0.0% | 0 |  | Sold out −141 |
| [ServiceNow Inc (NOW)](/companies/now.md) | COM | $0 | 0.0% | 0 |  | Sold out −499,866 |
| [Stryker Corp. (SYK)](/companies/syk.md) | COM | $0 | 0.0% | 0 |  | Sold out −440,096 |

Source: SEC EDGAR, Form 13F-HR, accession 0000900973-26-000006. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.