13F value (AUM)
$29.1B
Winslow Capital Management
WINSLOW CAPITAL MANAGEMENT, LLC
$29.1B
13F long value · 2026-Q2Positions66
CategoryAsset Manager
Quarters tracked8
● #268 of 581 by 13F value
Size rank 6/10
13 NEW7 ADD4 2×+9 TRIM5 NEAR EXIT6 EXIT
Snapshot
Winslow Capital Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
66 (6 unmapped)
Top 66 weight
100.0%
Quarters tracked
8
Latest 13F filed
Aug 13, 2026
New positions
13
Exits / near-exits
11
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 10.7% | $3.1B | 15.6M | +7.0% |
| GOOG | Alphabet Inc | 10.7% | $3.1B | 8.8M | -1.4% |
| AVGO | Broadcom Inc | 6.0% | $1.8B | 4.6M | -10.8% |
| AAPL | Apple Inc | 4.9% | $1.4B | 4.9M | +18.7% |
| AMZN | Amazon.com Inc. | 3.5% | $1.0B | 4.3M | +4.9% |
| MSFT | Microsoft Corporation | 2.9% | $856.2M | 2.3M | +41.8% |
| AMD | Advanced Micro Devices Inc. | 2.9% | $848.2M | 1.5M | -9.0% |
| LLY | Lilly(Eli) & Co | 2.9% | $832.0M | 693.6K | -27.6% |
| META | Meta Platforms Inc | 2.6% | $753.9M | 1.3M | +25.9% |
| HLT | Hilton Worldwide Holdings Inc | 2.5% | $722.8M | 2.2M | +0.6% |
| — | ASML Holding NV | 2.4% | $693.0M | 348.4K | — |
| MU | Micron Technology Inc. | 2.2% | $645.8M | 559.5K | -54.6% |
| GE | GE Aerospace | 2.2% | $638.4M | 1.7M | -23.9% |
| ANET | Arista Networks Inc | 2.0% | $592.0M | 3.5M | +1.5% |
| LITE | Lumentum Holdings Inc | 1.8% | $511.0M | 595.6K | +0.2% |
Quarterly changes — 2026-Q2
What Winslow Capital Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | GOOG | Alphabet Inc | 6.6M | 8.8M | +32.5% | +$1.2B |
| TRIM | AAPL | Apple Inc | 9.3M | 4.9M | -47.3% | -$938.5M |
| TRIM | MSFT | Microsoft Corporation | 4.5M | 2.3M | -48.9% | -$805.3M |
| NEAR EXIT | NFLX | NETFLIX COM INC COM | 6.3M | 12.0K | -99.8% | -$602.1M |
| NEAR EXIT | ISRG | Intuitive Surgical Inc | 1.2M | 7.5K | -99.4% | -$532.0M |
| NEW | LITE | Lumentum Holdings Inc | — | 595.6K | — | +$511.0M |
| NEW | — | Seagate Technology Holdings Plc | — | 517.0K | — | +$498.9M |
| NEAR EXIT | SNOW | Snowflake Inc | 3.2M | 5.6K | -99.8% | -$485.2M |
| NEW | — | Johnson Controls International plc | — | 2.9M | — | +$430.5M |
| NEW | CAT | Caterpillar Inc. | — | 350.8K | — | +$373.5M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.