Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Winslow Capital Management, LLC (CIK 900973) reported $29.06B across 66 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($3.12B, 10.74%), GOOG ($3.11B, 10.70%), AVGO ($1.75B, 6.02%), AAPL ($1.41B, 4.86%), AMZN ($1.03B, 3.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $3.12B | 10.74% | 15.6M | Trimmed |
| 2 | GOOG | Alphabet Inc | $3.11B | 10.70% | 8.8M | Added |
| 3 | AVGO | Broadcom Inc | $1.75B | 6.02% | 4.6M | Trimmed |
| 4 | AAPL | Apple Inc | $1.41B | 4.86% | 4.9M | Trimmed |
| 5 | AMZN | Amazon.com Inc. | $1.03B | 3.53% | 4.3M | Trimmed |
| 6 | MSFT | Microsoft Corporation | $856.2M | 2.95% | 2.3M | Trimmed |
| 7 | AMD | Advanced Micro Devices Inc. | $848.2M | 2.92% | 1.5M | Trimmed |
| 8 | LLY | Lilly(Eli) & Co | $832.0M | 2.86% | 693,624 | Trimmed |
| 9 | META | Meta Platforms Inc | $753.9M | 2.59% | 1.3M | Trimmed |
| 10 | HLT | Hilton Worldwide Holdings Inc | $722.8M | 2.49% | 2.2M | Added |
| 11 | ASML | ASML Holding NV | $693.0M | 2.38% | 348,356 | Trimmed |
| 12 | MU | Micron Technology Inc. | $645.8M | 2.22% | 559,488 | Trimmed |
| 13 | GE | GE Aerospace | $638.4M | 2.20% | 1.7M | Trimmed |
| 14 | ANET | Arista Networks Inc | $592.0M | 2.04% | 3.5M | Added |
| 15 | LITE | Lumentum Holdings Inc | $511.0M | 1.76% | 595,561 | New |
| 16 | V | Visa Inc | $505.1M | 1.74% | 1.5M | Added |
| 17 | STX | Seagate Technology Holdings Plc | $498.9M | 1.72% | 517,006 | New |
| 18 | TSLA | Tesla Inc | $483.8M | 1.66% | 1.2M | Trimmed |
| 19 | KLAC | KLA Corp. | $460.0M | 1.58% | 1.5M | Added |
| 20 | JCI | Johnson Controls International plc | $430.5M | 1.48% | 2.9M | New |
| 21 | GEV | GE Vernova Inc. | $423.9M | 1.46% | 360,801 | Trimmed |
| 22 | ADI | Analog Devices Inc. | $396.8M | 1.37% | 999,060 | Added |
| 23 | TT | Trane Technologies plc | $393.3M | 1.35% | 800,850 | Added |
| 24 | VRT | Vertiv Holdings Co | $389.2M | 1.34% | 1.2M | Added |
| 25 | HWM | Howmet Aerospace Inc | $379.8M | 1.31% | 1.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30