13F HOLDINGS REPORT
Winslow Capital Management, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000900973-25-000008
Total Value
$29.94B
Positions
148
Other Managers
3
Confidential Omitted
No
Holdings (148)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 3,488,454 | $1.74B | 5.80% |
| 2 | Nvidia Corp | NVDA | 8,610,936 | $1.36B | 4.54% |
| 3 | Amazon Com Inc | AMZN | 5,132,745 | $1.13B | 3.76% |
| 4 | Meta Platforms Inc | META | 1,306,529 | $964.3M | 3.22% |
| 5 | Microsoft Corp | MSFT | 1,924,647 | $957.3M | 3.20% |
| 6 | Broadcom Limited | AVGO | 3,088,396 | $851.3M | 2.84% |
| 7 | Apple Inc | AAPL | 3,996,129 | $819.9M | 2.74% |
| 8 | Nvidia Corp | NVDA | 5,032,889 | $795.1M | 2.66% |
| 9 | Microsoft Corp | MSFT | 1,316,788 | $655.0M | 2.19% |
| 10 | Nvidia Corp | NVDA | 3,464,576 | $547.4M | 1.83% |
| 11 | Lilly Eli & Co | LLY | 690,773 | $538.5M | 1.80% |
| 12 | Visa Inc | V | 1,356,581 | $481.7M | 1.61% |
| 13 | Amazon Com Inc | AMZN | 2,160,663 | $474.0M | 1.58% |
| 14 | Netflix Inc | NFLX | 353,128 | $472.9M | 1.58% |
| 15 | Lam Research Corp | LRCX | 4,838,280 | $471.0M | 1.57% |
| 16 | Meta Platforms Inc | META | 591,231 | $436.4M | 1.46% |
| 17 | Spotify Technology Sa | SPOT | 567,875 | $435.8M | 1.46% |
| 18 | Intuit Inc | INTU | 546,873 | $430.7M | 1.44% |
| 19 | Snowflake Inc Cl A | SNOW | 1,920,547 | $429.8M | 1.44% |
| 20 | Mastercard Inc | MA | 764,174 | $429.4M | 1.43% |
| 21 | Intuitive Surgical Inc | ISRG | 770,911 | $418.9M | 1.40% |
| 22 | Apple Inc | AAPL | 1,903,583 | $390.6M | 1.30% |
| 23 | Servicenow Inc | NOW | 360,040 | $370.1M | 1.24% |
| 24 | Chipotle Mexican Grill | CMG | 6,096,285 | $342.3M | 1.14% |
| 25 | Amazon Com Inc | AMZN | 1,533,232 | $336.4M | 1.12% |
| 26 | Meta Platforms Inc | META | 412,409 | $304.4M | 1.02% |
| 27 | Broadcom Limited | AVGO | 1,086,378 | $299.5M | 1.00% |
| 28 | Booking Holdings Inc | BKNG | 50,761 | $293.9M | 0.98% |
| 29 | Hilton Worldwide Holding | HLT | 1,040,071 | $277.0M | 0.93% |
| 30 | Apple Inc | AAPL | 1,304,300 | $267.6M | 0.89% |
| 31 | Oracle Corp | ORCL-PD | 1,221,433 | $267.0M | 0.89% |
| 32 | Tesla Inc | TSLA | 840,201 | $266.9M | 0.89% |
| 33 | Vertiv Holdings Co Cl A | VRT | 2,062,703 | $264.9M | 0.88% |
| 34 | Doordash Inc Cl A | DASH | 1,030,703 | $254.1M | 0.85% |
| 35 | LPL Financial Holdings Inc | 50212V100 | 663,322 | $248.7M | 0.83% |
| 36 | Fair Isaac Corp | FICO | 131,211 | $239.8M | 0.80% |
| 37 | Alnylam Pharmaceuticals Inc | ALNY | 732,134 | $238.7M | 0.80% |
| 38 | Lilly Eli & Co | LLY | 304,949 | $237.7M | 0.79% |
| 39 | Stryker Corp | SYK | 594,102 | $235.0M | 0.79% |
| 40 | Trane Technologies Plc | TT | 510,441 | $223.3M | 0.75% |
| 41 | Visa Inc | V | 614,685 | $218.2M | 0.73% |
| 42 | Intuit Inc | INTU | 267,638 | $210.8M | 0.70% |
| 43 | Broadcom Limited | AVGO | 729,938 | $201.2M | 0.67% |
| 44 | Workday Inc | WDAY | 834,388 | $200.3M | 0.67% |
| 45 | Mastercard Inc | MA | 355,992 | $200.0M | 0.67% |
| 46 | Lam Research Corp | LRCX | 2,049,616 | $199.5M | 0.67% |
| 47 | Texas Instruments Inc | 882508104 | 926,305 | $192.3M | 0.64% |
| 48 | Axon Enterprise Inc | AXON | 228,152 | $188.9M | 0.63% |
| 49 | Cintas Corp | CTAS | 843,596 | $188.0M | 0.63% |
| 50 | Ecolab Inc | ECL | 683,508 | $184.2M | 0.62% |
| 51 | Intuitive Surgical Inc | ISRG | 338,038 | $183.7M | 0.61% |
| 52 | Netflix Inc | NFLX | 136,479 | $182.8M | 0.61% |
| 53 | Howmet Aerospace Inc | HWM | 970,428 | $180.6M | 0.60% |
| 54 | Eaton Corp Plc | ETN | 493,570 | $176.2M | 0.59% |
| 55 | Danaher Corp | 235851102 | 886,706 | $175.2M | 0.59% |
| 56 | Snowflake Inc Cl A | SNOW | 780,770 | $174.7M | 0.58% |
| 57 | GE Aerospace | 369604301 | 670,526 | $172.6M | 0.58% |
| 58 | Spotify Technology Sa | SPOT | 214,887 | $164.9M | 0.55% |
| 59 | Shopify Inc Cl A | SHOP | 1,428,934 | $164.8M | 0.55% |
| 60 | Servicenow Inc | NOW | 153,174 | $157.5M | 0.53% |
| 61 | Lilly Eli & Co | LLY | 199,084 | $155.2M | 0.52% |
| 62 | Chipotle Mexican Grill | CMG | 2,701,750 | $151.7M | 0.51% |
| 63 | Ares Management Corporation Cl | ARES-PB | 862,400 | $149.4M | 0.50% |
| 64 | Gallagher Arthur J & Co | 363576109 | 464,128 | $148.6M | 0.50% |
| 65 | Visa Inc | V | 416,352 | $147.8M | 0.49% |
| 66 | Palantir Technologies Inc Cl A | PLTR | 1,075,860 | $146.7M | 0.49% |
| 67 | Intuit Inc | INTU | 179,200 | $141.1M | 0.47% |
| 68 | Lam Research Corp | LRCX | 1,422,228 | $138.4M | 0.46% |
| 69 | On Holding AG Class A | H5919C104 | 2,650,200 | $137.9M | 0.46% |
| 70 | Mastercard Inc | MA | 243,478 | $136.8M | 0.46% |
| 71 | Hilton Worldwide Holding | HLT | 501,392 | $133.5M | 0.45% |
| 72 | Netflix Inc | NFLX | 98,179 | $131.5M | 0.44% |
| 73 | Intuitive Surgical Inc | ISRG | 233,524 | $126.9M | 0.42% |
| 74 | Booking Holdings Inc | BKNG | 21,038 | $121.8M | 0.41% |
| 75 | Snowflake Inc Cl A | SNOW | 541,598 | $121.2M | 0.40% |
| 76 | Vertiv Holdings Co Cl A | VRT | 902,670 | $115.9M | 0.39% |
| 77 | LPL Financial Holdings Inc | 50212V100 | 306,062 | $114.8M | 0.38% |
| 78 | Doordash Inc Cl A | DASH | 463,175 | $114.2M | 0.38% |
| 79 | Spotify Technology Sa | SPOT | 148,106 | $113.6M | 0.38% |
| 80 | Fair Isaac Corp | FICO | 60,038 | $109.7M | 0.37% |
| 81 | Chipotle Mexican Grill | CMG | 1,907,950 | $107.1M | 0.36% |
| 82 | Tesla Inc | TSLA | 328,650 | $104.4M | 0.35% |
| 83 | Servicenow Inc | NOW | 101,162 | $104.0M | 0.35% |
| 84 | Oracle Corp | ORCL-PD | 463,986 | $101.4M | 0.34% |
| 85 | KLA Corporation | KLAC | 106,300 | $95.2M | 0.32% |
| 86 | Hilton Worldwide Holding | HLT | 352,852 | $94.0M | 0.31% |
| 87 | Trane Technologies Plc | TT | 211,525 | $92.5M | 0.31% |
| 88 | Texas Instruments Inc | 882508104 | 428,118 | $88.9M | 0.30% |
| 89 | Stryker Corp | SYK | 219,114 | $86.7M | 0.29% |
| 90 | Alnylam Pharmaceuticals Inc | ALNY | 261,112 | $85.1M | 0.28% |
| 91 | Booking Holdings Inc | BKNG | 14,586 | $84.4M | 0.28% |
| 92 | Workday Inc | WDAY | 351,638 | $84.4M | 0.28% |
| 93 | Ecolab Inc | ECL | 309,724 | $83.5M | 0.28% |
| 94 | Shopify Inc Cl A | SHOP | 711,245 | $82.0M | 0.27% |
| 95 | Howmet Aerospace Inc | HWM | 437,210 | $81.4M | 0.27% |
| 96 | Doordash Inc Cl A | DASH | 326,999 | $80.6M | 0.27% |
| 97 | LPL Financial Holdings Inc | 50212V100 | 213,685 | $80.1M | 0.27% |
| 98 | Vertiv Holdings Co Cl A | VRT | 611,328 | $78.5M | 0.26% |
| 99 | GE Aerospace | 369604301 | 301,600 | $77.6M | 0.26% |
| 100 | Axon Enterprise Inc | AXON | 89,542 | $74.1M | 0.25% |
| 101 | Tesla Inc | TSLA | 230,154 | $73.1M | 0.24% |
| 102 | Cintas Corp | CTAS | 316,960 | $70.6M | 0.24% |
| 103 | Danaher Corp | 235851102 | 357,300 | $70.6M | 0.24% |
| 104 | Oracle Corp | ORCL-PD | 321,567 | $70.3M | 0.23% |
| 105 | Fair Isaac Corp | FICO | 37,938 | $69.3M | 0.23% |
| 106 | Gallagher Arthur J & Co | 363576109 | 214,549 | $68.7M | 0.23% |
| 107 | On Holding AG Class A | H5919C104 | 1,310,420 | $68.2M | 0.23% |
| 108 | Eaton Corp Plc | ETN | 188,600 | $67.3M | 0.22% |
| 109 | Trane Technologies Plc | TT | 151,694 | $66.4M | 0.22% |
| 110 | Texas Instruments Inc | 882508104 | 295,776 | $61.4M | 0.21% |
| 111 | Alnylam Pharmaceuticals Inc | ALNY | 184,193 | $60.1M | 0.20% |
| 112 | Stryker Corp | SYK | 151,216 | $59.8M | 0.20% |
| 113 | Howmet Aerospace Inc | HWM | 304,991 | $56.8M | 0.19% |
| 114 | Ecolab Inc | ECL | 208,976 | $56.3M | 0.19% |
| 115 | Palantir Technologies Inc Cl A | PLTR | 412,450 | $56.2M | 0.19% |
| 116 | Workday Inc | WDAY | 233,874 | $56.1M | 0.19% |
| 117 | GE Aerospace | 369604301 | 217,087 | $55.9M | 0.19% |
| 118 | Cintas Corp | CTAS | 242,786 | $54.1M | 0.18% |
| 119 | Shopify Inc Cl A | SHOP | 446,833 | $51.5M | 0.17% |
| 120 | Eaton Corp Plc | ETN | 135,756 | $48.5M | 0.16% |
| 121 | Gallagher Arthur J & Co | 363576109 | 149,789 | $48.0M | 0.16% |
| 122 | Axon Enterprise Inc | AXON | 57,886 | $47.9M | 0.16% |
| 123 | Palantir Technologies Inc Cl A | PLTR | 326,722 | $44.5M | 0.15% |
| 124 | Compass Inc Cl A | COMP | 6,934,620 | $43.5M | 0.15% |
| 125 | Danaher Corp | 235851102 | 217,779 | $43.0M | 0.14% |
| 126 | On Holding AG Class A | H5919C104 | 806,205 | $42.0M | 0.14% |
| 127 | Sailpoint Inc | SAIL | 800,580 | $18.3M | 0.06% |
| 128 | Comfort Systems Usa Inc | 199908104 | 29,070 | $15.6M | 0.05% |
| 129 | Automatic Data Process | ADP | 46,200 | $14.2M | 0.05% |
| 130 | Oddity Tech Ltd Cl A | ODD | 179,907 | $13.6M | 0.05% |
| 131 | Ares Management Corporation Cl | ARES-PB | 71,630 | $12.4M | 0.04% |
| 132 | ISHARES TR RSSLL 1000 GRWT | 464287614 | 25,667 | $10.9M | 0.04% |
| 133 | Eventbrite Inc Cl A | EVEX-WT | 2,369,578 | $6.2M | 0.02% |
| 134 | ALPHABET CLASS C | GOOG | 12,345 | $2.2M | 0.01% |
| 135 | ALPHABET CLASS A | GOOG | 9,419 | $1.7M | 0.01% |
| 136 | O'REILLY AUTOMOTIVE INC NEW CO | 67103H107 | 16,143 | $1.5M | 0.00% |
| 137 | BOSTON SCIENTIFIC CORP COM | BSX | 10,660 | $1.1M | 0.00% |
| 138 | SYNOPSYS INC COM | SNPS | 2,105 | $1.1M | 0.00% |
| 139 | VANGUARD INDEX TR GROWTH VIPER | 922908736 | 2,386 | $1.0M | 0.00% |
| 140 | Kkr & Co Inc | KKRT | 4,581 | $609,410 | 0.00% |
| 141 | UBER TECHNOLOGIES INC COM | UBER | 5,979 | $557,841 | 0.00% |
| 142 | PARKER HANNIFIN CORP COM | PH | 641 | $447,719 | 0.00% |
| 143 | Analog Devices Inc | ADI | 1,615 | $384,403 | 0.00% |
| 144 | Amphenol Corp | 032095101 | 3,256 | $321,530 | 0.00% |
| 145 | SALESFORCE COM INC COM | CRM | 944 | $257,419 | 0.00% |
| 146 | LINDE PLC SHS | LIN | 536 | $251,480 | 0.00% |
| 147 | Kkr & Co Inc | KKRT | 1,658 | $220,564 | 0.00% |
| 148 | Analog Devices Inc | ADI | 162 | $38,559 | 0.00% |