Funds › Winslow Capital Management, LLC
Winslow Capital Management, LLC
13F for Q3 2026, filed Nov 12, 2026. 65 positions worth $27.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$27.7B
−$1.4B (4.7%) vs Q2 2026
Positions
65
66 in Q2 2026
Top 10 share
56.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 16.03M | $3.7B | 13.2% | +2.8% | 13F ↗ |
| 2 | GOOG Alphabet Inc. Class C | 8.90M | $3.0B | 10.9% | +1.1% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 3.35M | $1.7B | 6.2% | +45.8% | 13F ↗ |
| 4 | AAPL Apple Inc. | 3.79M | $1.3B | 4.6% | -22.3% | 13F ↗ |
| 5 | AMD Advanced Micro Devices, Inc. | 1.78M | $1.1B | 3.9% | +21.7% | 13F ↗ |
| 6 | LLY Eli Lilly and Company | 913,455 | $1.1B | 3.8% | +31.7% | 13F ↗ |
| 7 | AMZN Amazon.com, Inc. | 4.24M | $1.1B | 3.8% | -1.5% | 13F ↗ |
| 8 | META Meta Platforms, Inc. | 1.40M | $1.0B | 3.7% | +4.5% | 13F ↗ |
| 9 | V Visa Inc. | 2.61M | $936.2M | 3.4% | +77.0% | 13F ↗ |
| 10 | AVGO Broadcom Inc. | 2.60M | $911.6M | 3.3% | -44.0% | 13F ↗ |
| 11 | ANET Arista Networks, Inc. | 3.79M | $772.5M | 2.8% | +8.9% | 13F ↗ |
| 12 | ASML ASML Holding N.V. · Equities | 404,012 | $731.9M | 2.6% | +16.0% | 13F ↗ |
| 13 | LITE Lumentum Holdings Inc. | 650,929 | $632.2M | 2.3% | +9.3% | 13F ↗ |
| 14 | APH Amphenol Corporation | 7.32M | $616.8M | 2.2% | +78.9% | 13F ↗ |
| 15 | PLTR Palantir Technologies Inc. | 3.17M | $593.9M | 2.1% | +60.7% | 13F ↗ |
| 16 | MU Micron Technology, Inc. | 503,195 | $536.0M | 1.9% | -10.1% | 13F ↗ |
| 17 | STX Seagate Technology Holdings PLC | 528,411 | $487.4M | 1.8% | +2.2% | 13F ↗ |
| 18 | SPCX Space Exploration Technologies Corp. | 3.10M | $468.1M | 1.7% | +131% | 13F ↗ |
| 19 | SPOT Spotify Technology S.A. | 931,506 | $454.0M | 1.6% | +33038% | 13F ↗ |
| 20 | HLT Hilton Worldwide Holdings Inc. | 1.40M | $445.5M | 1.6% | -36.0% | 13F ↗ |
| 21 | GE GE Aerospace | 1.42M | $442.3M | 1.6% | -17.1% | 13F ↗ |
| 22 | NDAQ Nasdaq, Inc. | 4.76M | $437.9M | 1.6% | New | 13F ↗ |
| 23 | JCI Johnson Controls International plc | 2.82M | $418.5M | 1.5% | -4.4% | 13F ↗ |
| 24 | PWR Quanta Services, Inc. | 642,346 | $412.7M | 1.5% | +52.4% | 13F ↗ |
| 25 | MA Mastercard Incorporated | 685,713 | $378.2M | 1.4% | -4.7% | 13F ↗ |
| 26 | SHOP Shopify Inc. | 2.50M | $370.6M | 1.3% | +30.2% | 13F ↗ |
| 27 | DHR Danaher Corporation | 1.60M | $355.0M | 1.3% | New | 13F ↗ |
| 28 | AFRM Affirm Holdings, Inc. | 5.03M | $348.3M | 1.3% | +9.9% | 13F ↗ |
| 29 | ECL Ecolab Inc. | 1.20M | $330.5M | 1.2% | -4.3% | 13F ↗ |
| 30 | LRCX Lam Research Corporation | 972,816 | $319.6M | 1.2% | +119% | 13F ↗ |
| 31 | ADI Analog Devices, Inc. | 741,074 | $294.0M | 1.1% | -25.8% | 13F ↗ |
| 32 | PH Parker-Hannifin Corporation | 307,567 | $293.9M | 1.1% | -5.4% | 13F ↗ |
| 33 | KLAC KLA Corporation | 1.43M | $278.3M | 1.0% | -6.4% | 13F ↗ |
| 34 | CAT Caterpillar, Inc. | 341,334 | $276.8M | 1.0% | -2.7% | 13F ↗ |
| 35 | RVMD Revolution Medicines, Inc. | 1.27M | $260.2M | 0.9% | New | 13F ↗ |
| 36 | ORCL Oracle Corporation | 1.81M | $248.2M | 0.9% | +17.6% | 13F ↗ |
| 37 | SNDK Sandisk Corporation | 136,843 | $238.1M | 0.9% | +5.4% | 13F ↗ |
| 38 | TXN Texas Instruments Incorporated | 609,316 | $170.7M | 0.6% | -6.4% | 13F ↗ |
| 39 | KKR KKR & Co. Inc. | 1.85M | $168.7M | 0.6% | New | 13F ↗ |
| 40 | COMP Compass, Inc. | 6.93M | $61.6M | 0.2% | Unchanged | 13F ↗ |
| 41 | WAT Waters Corporation | 43,210 | $19.0M | 0.1% | New | 13F ↗ |
| 42 | DDOG Datadog, Inc. | 66,750 | $18.3M | 0.1% | -7.2% | 13F ↗ |
| 43 | NOW ServiceNow, Inc. | 130,996 | $17.6M | 0.1% | New | 13F ↗ |
| 44 | WDC Western Digital Corporation | 33,455 | $15.2M | 0.1% | +5.6% | 13F ↗ |
| 45 | NVT nVent Electric plc | 86,610 | $13.9M | 0.1% | New | 13F ↗ |
| 46 | TSLA Tesla, Inc. | 33,869 | $12.0M | <0.1% | -97.1% | 13F ↗ |
| 47 | MS Morgan Stanley | 18,947 | $3.6M | <0.1% | -98.6% | 13F ↗ |
| 48 | iShares Tr Rus 1000 Grw Etf | 22,562 | $2.8M | <0.1% | -88.7% | 13F ↗ |
| 49 | SNOW Snowflake Inc. | 5,630 | $1.9M | <0.1% | +0.4% | 13F ↗ |
| 50 | AMAT Applied Materials, Inc. | 3,706 | $1.9M | <0.1% | +57.0% | 13F ↗ |
Showing the top 50 of 65 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
8 new, 24 added to, 32 trimmed, 9 exited, 1 unchanged. By estimated dollars.
New positions (8)
Added to (24)
| MSFT Microsoft Corporation | 3.35M | +45.8% | $539.6M |
| SPOT Spotify Technology S.A. | 931,506 | +33038% | $452.6M |
| V Visa Inc. | 2.61M | +77.0% | $407.2M |
| APH Amphenol Corporation | 7.32M | +78.9% | $272.1M |
| SPCX Space Exploration Technologies Corp. | 3.10M | +131% | $265.2M |
| LLY Eli Lilly and Company | 913,455 | +31.7% | $254.4M |
| PLTR Palantir Technologies Inc. | 3.17M | +60.7% | $224.2M |
| AMD Advanced Micro Devices, Inc. | 1.78M | +21.7% | $193.5M |
| LRCX Lam Research Corporation | 972,816 | +119% | $173.7M |
| PWR Quanta Services, Inc. | 642,346 | +52.4% | $141.9M |
Trimmed (32)
| AVGO Broadcom Inc. | 2.60M | -44.0% | -$715.6M |
| TSLA Tesla, Inc. | 33,869 | -97.1% | -$396.1M |
| AAPL Apple Inc. | 3.79M | -22.3% | -$362.2M |
| TT Trane Technologies plc | 2,576 | -99.7% | -$360.8M |
| GEV GE Vernova Inc. | 1,145 | -99.7% | -$341.8M |
| HWM Howmet Aerospace Inc. | 8,114 | -99.4% | -$317.7M |
| VRT Vertiv Holdings Co | 1,792 | -99.8% | -$280.1M |
| ORLY O'Reilly Automotive, Inc. | 2,529 | -99.9% | -$257.9M |
| MS Morgan Stanley | 18,947 | -98.6% | -$254.5M |
| HLT Hilton Worldwide Holdings Inc. | 1.40M | -36.0% | -$250.3M |
Exited (9)
| ELAN Elanco Animal Health Incorporated | 13.51M | Exited | -$332.5M |
| APP AppLovin Corporation | 640,362 | Exited | -$329.9M |
| MCK McKesson Corporation | 420,541 | Exited | -$317.8M |
| MSCI MSCI Inc. | 529,653 | Exited | -$296.6M |
| WWD Woodward, Inc. | 690,171 | Exited | -$293.6M |
| AXON Axon Enterprise, Inc. | 504,819 | Exited | -$283.0M |
| CLS Celestica, Inc. | 714,367 | Exited | -$260.6M |
| iShares Tr S&P 500 Grwt Etf | 3,008 | Exited | -$413.7K |
| LIN Linde plc | 414 | Exited | -$214.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 65 | $27.7B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 66 | $29.1B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 60 | $25.6B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 62 | $29.8B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 60 | $30.3B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 63 | $29.9B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 65 | $25.1B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer