13F HOLDINGS REPORT
Winslow Capital Management, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0000900973-25-000012
Total Value
$30.27B
Positions
139
Other Managers
3
Confidential Omitted
No
Holdings (139)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 3,468,116 | $1.80B | 5.93% |
| 2 | Nvidia Corp | NVDA | 8,786,136 | $1.64B | 5.42% |
| 3 | Nvidia Corp | NVDA | 5,898,930 | $1.10B | 3.64% |
| 4 | Amazon Com Inc | AMZN | 4,980,772 | $1.09B | 3.61% |
| 5 | Apple Inc | AAPL | 4,095,476 | $1.04B | 3.44% |
| 6 | Microsoft Corp | MSFT | 1,889,143 | $978.5M | 3.23% |
| 7 | Broadcom Limited | AVGO | 2,739,773 | $903.9M | 2.99% |
| 8 | Meta Platforms Inc | META | 1,230,448 | $903.6M | 2.98% |
| 9 | Alphabet Inc Cl C | GOOG | 3,488,053 | $849.5M | 2.81% |
| 10 | Nvidia Corp | NVDA | 3,975,110 | $741.7M | 2.45% |
| 11 | Apple Inc | AAPL | 2,643,157 | $673.0M | 2.22% |
| 12 | Microsoft Corp | MSFT | 1,273,240 | $659.5M | 2.18% |
| 13 | Oracle Corp | ORCL-PD | 2,144,896 | $603.2M | 1.99% |
| 14 | Snowflake Inc Cl A | SNOW | 2,354,237 | $531.0M | 1.75% |
| 15 | Tesla Inc | TSLA | 1,069,091 | $475.4M | 1.57% |
| 16 | Apple Inc | AAPL | 1,810,249 | $460.9M | 1.52% |
| 17 | Visa Inc | V | 1,320,652 | $450.8M | 1.49% |
| 18 | Spotify Technology Sa | SPOT | 611,630 | $426.9M | 1.41% |
| 19 | Servicenow Inc | NOW | 443,573 | $408.2M | 1.35% |
| 20 | Netflix Inc | NFLX | 339,605 | $407.2M | 1.34% |
| 21 | Amazon Com Inc | AMZN | 1,848,255 | $405.8M | 1.34% |
| 22 | Alphabet Inc Cl C | GOOG | 1,606,805 | $391.3M | 1.29% |
| 23 | Mastercard Inc | MA | 677,947 | $385.6M | 1.27% |
| 24 | Meta Platforms Inc | META | 507,264 | $372.5M | 1.23% |
| 25 | Intuit Inc | INTU | 539,207 | $368.2M | 1.22% |
| 26 | Advanced Micro Devices | AMD | 2,215,184 | $358.4M | 1.18% |
| 27 | Doordash Inc Cl A | DASH | 1,274,679 | $346.7M | 1.15% |
| 28 | Amphenol Corp | 032095101 | 2,748,054 | $340.1M | 1.12% |
| 29 | Lilly Eli & Co | LLY | 445,221 | $339.7M | 1.12% |
| 30 | Broadcom Limited | AVGO | 989,871 | $326.6M | 1.08% |
| 31 | Amazon Com Inc | AMZN | 1,246,172 | $273.6M | 0.90% |
| 32 | Shopify Inc Cl A | SHOP | 1,787,925 | $265.7M | 0.88% |
| 33 | Alphabet Inc Cl C | GOOG | 1,081,553 | $263.4M | 0.87% |
| 34 | Booking Holdings Inc | BKNG | 47,816 | $258.2M | 0.85% |
| 35 | Meta Platforms Inc | META | 344,797 | $253.2M | 0.84% |
| 36 | Eaton Corp Plc | ETN | 630,276 | $235.9M | 0.78% |
| 37 | Arista Networks Inc | ANET | 1,597,823 | $232.8M | 0.77% |
| 38 | Cadence Design Systems | CDNS | 649,595 | $228.2M | 0.75% |
| 39 | Snowflake Inc Cl A | SNOW | 1,006,020 | $226.9M | 0.75% |
| 40 | Broadcom Limited | AVGO | 662,335 | $218.5M | 0.72% |
| 41 | Stryker Corp | SYK | 581,282 | $214.9M | 0.71% |
| 42 | Tesla Inc | TSLA | 479,565 | $213.3M | 0.70% |
| 43 | Moodys Corp | MCO | 415,921 | $198.2M | 0.65% |
| 44 | Oracle Corp | ORCL-PD | 667,093 | $187.6M | 0.62% |
| 45 | Vertiv Holdings Co Cl A | VRT | 1,240,030 | $187.1M | 0.62% |
| 46 | Axon Enterprise Inc | AXON | 259,262 | $186.1M | 0.61% |
| 47 | Mastercard Inc | MA | 326,403 | $185.7M | 0.61% |
| 48 | Howmet Aerospace Inc | HWM | 944,382 | $185.3M | 0.61% |
| 49 | Ecolab Inc | ECL | 669,158 | $183.3M | 0.61% |
| 50 | Intuit Inc | INTU | 263,411 | $179.9M | 0.59% |
| 51 | Servicenow Inc | NOW | 192,028 | $176.7M | 0.58% |
| 52 | Spotify Technology Sa | SPOT | 247,470 | $172.7M | 0.57% |
| 53 | Intuitive Surgical Inc | ISRG | 385,644 | $172.5M | 0.57% |
| 54 | GE Aerospace | 369604301 | 569,748 | $171.4M | 0.57% |
| 55 | Hilton Worldwide Holding | HLT | 640,442 | $166.2M | 0.55% |
| 56 | Palantir Technologies Inc Cl A | PLTR | 893,161 | $162.9M | 0.54% |
| 57 | Lilly Eli & Co | LLY | 200,803 | $153.2M | 0.51% |
| 58 | Visa Inc | V | 446,941 | $152.6M | 0.50% |
| 59 | Doordash Inc Cl A | DASH | 556,246 | $151.3M | 0.50% |
| 60 | Snowflake Inc Cl A | SNOW | 668,751 | $150.8M | 0.50% |
| 61 | Tesla Inc | TSLA | 330,680 | $147.1M | 0.49% |
| 62 | Shopify Inc Cl A | SHOP | 879,845 | $130.8M | 0.43% |
| 63 | Oracle Corp | ORCL-PD | 446,696 | $125.6M | 0.41% |
| 64 | Netflix Inc | NFLX | 104,414 | $125.2M | 0.41% |
| 65 | Mastercard Inc | MA | 215,556 | $122.6M | 0.41% |
| 66 | Advanced Micro Devices | AMD | 739,670 | $119.7M | 0.40% |
| 67 | Amphenol Corp | 032095101 | 958,440 | $118.6M | 0.39% |
| 68 | Spotify Technology Sa | SPOT | 168,567 | $117.7M | 0.39% |
| 69 | Intuit Inc | INTU | 168,308 | $114.9M | 0.38% |
| 70 | Servicenow Inc | NOW | 124,252 | $114.3M | 0.38% |
| 71 | KLA Corporation | KLAC | 101,070 | $109.0M | 0.36% |
| 72 | Doordash Inc Cl A | DASH | 390,542 | $106.2M | 0.35% |
| 73 | Ares Management Corporation Cl | ARES-PB | 659,359 | $105.4M | 0.35% |
| 74 | Lilly Eli & Co | LLY | 131,109 | $100.0M | 0.33% |
| 75 | Visa Inc | V | 280,220 | $95.7M | 0.32% |
| 76 | Carvana Co | CVNA | 249,672 | $94.2M | 0.31% |
| 77 | MercadoLibre Inc | MELI | 39,767 | $92.9M | 0.31% |
| 78 | Moodys Corp | MCO | 191,121 | $91.1M | 0.30% |
| 79 | Amphenol Corp | 032095101 | 728,967 | $90.2M | 0.30% |
| 80 | Cadence Design Systems | CDNS | 253,999 | $89.2M | 0.29% |
| 81 | Shopify Inc Cl A | SHOP | 589,926 | $87.7M | 0.29% |
| 82 | Netflix Inc | NFLX | 71,665 | $85.9M | 0.28% |
| 83 | Axon Enterprise Inc | AXON | 118,118 | $84.8M | 0.28% |
| 84 | Ecolab Inc | ECL | 304,246 | $83.3M | 0.28% |
| 85 | Eaton Corp Plc | ETN | 221,130 | $82.8M | 0.27% |
| 86 | Advanced Micro Devices | AMD | 493,235 | $79.8M | 0.26% |
| 87 | Stryker Corp | SYK | 215,718 | $79.7M | 0.26% |
| 88 | Intuitive Surgical Inc | ISRG | 174,615 | $78.1M | 0.26% |
| 89 | Howmet Aerospace Inc | HWM | 395,876 | $77.7M | 0.26% |
| 90 | Analog Devices Inc | ADI | 315,160 | $77.4M | 0.26% |
| 91 | GE Aerospace | 369604301 | 256,548 | $77.2M | 0.25% |
| 92 | Ares Management Corporation Cl | ARES-PB | 477,260 | $76.3M | 0.25% |
| 93 | Hilton Worldwide Holding | HLT | 286,893 | $74.4M | 0.25% |
| 94 | MercadoLibre Inc | MELI | 27,249 | $63.7M | 0.21% |
| 95 | Palantir Technologies Inc Cl A | PLTR | 345,400 | $63.0M | 0.21% |
| 96 | Eaton Corp Plc | ETN | 164,420 | $61.5M | 0.20% |
| 97 | Booking Holdings Inc | BKNG | 11,158 | $60.2M | 0.20% |
| 98 | Moodys Corp | MCO | 124,049 | $59.1M | 0.20% |
| 99 | Cadence Design Systems | CDNS | 162,547 | $57.1M | 0.19% |
| 100 | Axon Enterprise Inc | AXON | 78,478 | $56.3M | 0.19% |
| 101 | Ecolab Inc | ECL | 204,668 | $56.1M | 0.19% |
| 102 | Compass Inc Cl A | COMP | 6,934,620 | $55.7M | 0.18% |
| 103 | GE Aerospace | 369604301 | 181,658 | $54.6M | 0.18% |
| 104 | Intuitive Surgical Inc | ISRG | 120,722 | $54.0M | 0.18% |
| 105 | Stryker Corp | SYK | 145,612 | $53.8M | 0.18% |
| 106 | Howmet Aerospace Inc | HWM | 271,785 | $53.3M | 0.18% |
| 107 | Ares Management Corporation Cl | ARES-PB | 319,955 | $51.2M | 0.17% |
| 108 | Hilton Worldwide Holding | HLT | 196,552 | $51.0M | 0.17% |
| 109 | Carvana Co | CVNA | 131,530 | $49.6M | 0.16% |
| 110 | Analog Devices Inc | ADI | 198,868 | $48.9M | 0.16% |
| 111 | Palantir Technologies Inc Cl A | PLTR | 266,371 | $48.6M | 0.16% |
| 112 | MercadoLibre Inc | MELI | 17,447 | $40.8M | 0.13% |
| 113 | Carvana Co | CVNA | 103,555 | $39.1M | 0.13% |
| 114 | Booking Holdings Inc | BKNG | 7,157 | $38.6M | 0.13% |
| 115 | Comfort Systems Usa Inc | 199908104 | 32,390 | $26.7M | 0.09% |
| 116 | Sailpoint Inc | SAIL | 754,026 | $16.6M | 0.05% |
| 117 | Analog Devices Inc | ADI | 66,419 | $16.3M | 0.05% |
| 118 | Vertiv Holdings Co Cl A | VRT | 95,045 | $14.3M | 0.05% |
| 119 | ISHARES TR RSSLL 1000 GRWT | 464287614 | 25,021 | $11.7M | 0.04% |
| 120 | Arista Networks Inc | ANET | 25,580 | $3.7M | 0.01% |
| 121 | Quanta Services Inc | 74762E102 | 7,980 | $3.3M | 0.01% |
| 122 | LAM RESEARCH CORP COM NEW | LRCX | 22,739 | $3.0M | 0.01% |
| 123 | ALPHABET CLASS A | GOOG | 9,282 | $2.3M | 0.01% |
| 124 | O'REILLY AUTOMOTIVE INC NEW CO | 67103H107 | 15,391 | $1.7M | 0.01% |
| 125 | Trane Technologies Plc | TT | 3,585 | $1.5M | 0.00% |
| 126 | CHIPOTLE MEXICAN GRILL INC CL | CMG | 37,185 | $1.5M | 0.00% |
| 127 | VANGUARD INDEX TR GROWTH VIPER | 922908736 | 2,515 | $1.2M | 0.00% |
| 128 | Kkr & Co Inc | KKRT | 8,631 | $1.1M | 0.00% |
| 129 | BOSTON SCIENTIFIC CORP COM | BSX | 9,938 | $970,247 | 0.00% |
| 130 | SYNOPSYS INC COM | SNPS | 1,702 | $839,750 | 0.00% |
| 131 | Vertiv Holdings Co Cl A | VRT | 5,436 | $820,075 | 0.00% |
| 132 | Trane Technologies Plc | TT | 1,876 | $791,597 | 0.00% |
| 133 | ALNYLAM PHARMACEUTICALS INC CO | ALNY | 1,335 | $608,760 | 0.00% |
| 134 | UBER TECHNOLOGIES INC COM | UBER | 5,979 | $585,763 | 0.00% |
| 135 | Kkr & Co Inc | KKRT | 4,453 | $578,667 | 0.00% |
| 136 | WORKDAY INC CL A | WDAY | 2,387 | $574,623 | 0.00% |
| 137 | PARKER HANNIFIN CORP COM | PH | 641 | $485,974 | 0.00% |
| 138 | LINDE PLC SHS | LIN | 536 | $254,600 | 0.00% |
| 139 | TEXAS INSTRUMENTS INC | 882508104 | 1,140 | $209,452 | 0.00% |