13F HOLDINGS REPORT
Winslow Capital Management, LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0000900973-26-000002
Total Value
$29.80B
Positions
143
Other Managers
3
Confidential Omitted
No
Holdings (143)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corporation | MSFT | 3,370,891 | $1.63B | 5.47% |
| 2 | NVIDIA Corp | NVDA | 8,452,534 | $1.58B | 5.29% |
| 3 | Amazon.com Inc. | AMZN | 4,855,998 | $1.12B | 3.76% |
| 4 | Apple Inc | AAPL | 4,000,730 | $1.09B | 3.65% |
| 5 | Alphabet Inc | GOOG | 3,398,396 | $1.07B | 3.58% |
| 6 | NVIDIA Corp | NVDA | 5,052,078 | $942.2M | 3.16% |
| 7 | Broadcom Inc | AVGO | 2,678,832 | $927.1M | 3.11% |
| 8 | Microsoft Corporation | MSFT | 1,771,452 | $856.7M | 2.87% |
| 9 | Meta Platforms Inc | META | 1,125,713 | $743.1M | 2.49% |
| 10 | Apple Inc | AAPL | 2,554,597 | $694.5M | 2.33% |
| 11 | NVIDIA Corp | NVDA | 3,415,925 | $642.5M | 2.16% |
| 12 | Microsoft Corporation | MSFT | 1,192,575 | $576.6M | 1.93% |
| 13 | Alphabet Inc | GOOG | 1,571,497 | $493.1M | 1.65% |
| 14 | Lilly(Eli) & Co | LLY | 432,891 | $465.2M | 1.56% |
| 15 | Apple Inc | AAPL | 1,724,291 | $456.8M | 1.53% |
| 16 | Visa Inc | V | 1,281,298 | $449.4M | 1.51% |
| 17 | Amazon.com Inc. | AMZN | 1,916,617 | $442.4M | 1.48% |
| 18 | Intuitive Surgical Inc | ISRG | 720,661 | $408.2M | 1.37% |
| 19 | Snowflake Inc | SNOW | 1,810,219 | $397.1M | 1.33% |
| 20 | Tesla Inc | TSLA | 875,508 | $393.7M | 1.32% |
| 21 | Mastercard Incorporated | MA | 666,043 | $380.2M | 1.28% |
| 22 | Spotify Technology S.A. | SPOT | 651,617 | $378.4M | 1.27% |
| 23 | Broadcom Inc | AVGO | 1,056,909 | $365.8M | 1.23% |
| 24 | Netflix Inc. | NFLX | 3,870,386 | $362.9M | 1.22% |
| 25 | Intuit Inc | INTU | 519,724 | $344.3M | 1.16% |
| 26 | Alphabet Inc | GOOG | 1,055,336 | $336.7M | 1.13% |
| 27 | DoorDash Inc | DASH | 1,419,693 | $321.5M | 1.08% |
| 28 | Amphenol Corp. | 032095101 | 2,310,532 | $312.2M | 1.05% |
| 29 | Amazon.com Inc. | AMZN | 1,299,200 | $308.4M | 1.03% |
| 30 | Hilton Worldwide Holdings Inc | HLT | 1,046,162 | $300.5M | 1.01% |
| 31 | Stryker Corp. | SYK | 825,583 | $290.2M | 0.97% |
| 32 | Meta Platforms Inc | META | 422,195 | $278.7M | 0.94% |
| 33 | Shopify Inc | SHOP | 1,724,825 | $277.6M | 0.93% |
| 34 | GE Vernova Inc. | GEV | 401,949 | $262.7M | 0.88% |
| 35 | Broadcom Inc | AVGO | 717,235 | $247.1M | 0.83% |
| 36 | ServiceNow Inc | NOW | 1,588,330 | $243.3M | 0.82% |
| 37 | Vertex Pharmaceuticals, Inc. | VRTX | 514,351 | $233.2M | 0.78% |
| 38 | Arista Networks Inc | ANET | 1,766,003 | $231.4M | 0.78% |
| 39 | Lilly(Eli) & Co | LLY | 196,462 | $211.1M | 0.71% |
| 40 | GE Aerospace | 369604301 | 678,241 | $208.9M | 0.70% |
| 41 | Cadence Design Systems, Inc. | CDNS | 646,722 | $202.2M | 0.68% |
| 42 | Cintas Corporation | CTAS | 1,067,995 | $200.9M | 0.67% |
| 43 | Oracle Corp. | ORCL-PD | 1,020,545 | $198.9M | 0.67% |
| 44 | Mastercard Incorporated | MA | 342,977 | $195.8M | 0.66% |
| 45 | Mckesson Corporation | MCK | 229,224 | $188.0M | 0.63% |
| 46 | Howmet Aerospace Inc | HWM | 916,458 | $187.9M | 0.63% |
| 47 | Meta Platforms Inc | META | 286,880 | $187.4M | 0.63% |
| 48 | Intuitive Surgical Inc | ISRG | 326,841 | $185.1M | 0.62% |
| 49 | Ares Management Corp | ARES-PB | 1,066,346 | $172.4M | 0.58% |
| 50 | Snowflake Inc | SNOW | 781,155 | $171.4M | 0.57% |
| 51 | Tesla Inc | TSLA | 380,135 | $171.0M | 0.57% |
| 52 | KKR & Co. Inc | KKRT | 1,289,883 | $164.4M | 0.55% |
| 53 | Axon Enterprise Inc | AXON | 285,474 | $162.1M | 0.54% |
| 54 | Spotify Technology S.A. | SPOT | 277,967 | $161.4M | 0.54% |
| 55 | Intuit Inc | INTU | 237,583 | $157.4M | 0.53% |
| 56 | Palantir Technologies Inc | PLTR | 868,414 | $154.4M | 0.52% |
| 57 | Ecolab, Inc. | ECL | 584,480 | $153.4M | 0.51% |
| 58 | Quanta Services, Inc. | 74762E102 | 359,320 | $151.7M | 0.51% |
| 59 | Visa Inc | V | 427,179 | $149.8M | 0.50% |
| 60 | Lilly(Eli) & Co | LLY | 127,875 | $140.2M | 0.47% |
| 61 | Mastercard Incorporated | MA | 230,101 | $132.6M | 0.45% |
| 62 | GE Vernova Inc. | GEV | 200,563 | $131.1M | 0.44% |
| 63 | Intuitive Surgical Inc | ISRG | 222,061 | $129.2M | 0.43% |
| 64 | DoorDash Inc | DASH | 553,126 | $125.3M | 0.42% |
| 65 | Snowflake Inc | SNOW | 528,689 | $120.5M | 0.40% |
| 66 | Shopify Inc | SHOP | 742,749 | $119.6M | 0.40% |
| 67 | Nasdaq Inc | NDAQ | 1,220,504 | $118.5M | 0.40% |
| 68 | KLA Corp. | KLAC | 96,480 | $117.2M | 0.39% |
| 69 | Parker-Hannifin Corp. | PH | 131,860 | $115.9M | 0.39% |
| 70 | Tesla Inc | TSLA | 255,860 | $112.3M | 0.38% |
| 71 | GE Aerospace | 369604301 | 361,382 | $111.3M | 0.37% |
| 72 | ServiceNow Inc | NOW | 724,705 | $111.0M | 0.37% |
| 73 | Amphenol Corp. | 032095101 | 800,530 | $108.2M | 0.36% |
| 74 | Hilton Worldwide Holdings Inc | HLT | 374,885 | $107.7M | 0.36% |
| 75 | Vertex Pharmaceuticals, Inc. | VRTX | 234,017 | $106.1M | 0.36% |
| 76 | Spotify Technology S.A. | SPOT | 181,854 | $104.4M | 0.35% |
| 77 | Mckesson Corporation | MCK | 124,929 | $102.5M | 0.34% |
| 78 | Intuit Inc | INTU | 152,444 | $100.0M | 0.34% |
| 79 | Stryker Corp. | SYK | 282,284 | $99.2M | 0.33% |
| 80 | Netflix Inc. | NFLX | 1,052,139 | $98.6M | 0.33% |
| 81 | Visa Inc | V | 278,265 | $98.5M | 0.33% |
| 82 | Cadence Design Systems, Inc. | CDNS | 310,733 | $97.1M | 0.33% |
| 83 | Axon Enterprise Inc | AXON | 159,189 | $90.4M | 0.30% |
| 84 | Advanced Micro Devices Inc. | AMD | 421,615 | $90.3M | 0.30% |
| 85 | Cintas Corporation | CTAS | 456,673 | $85.9M | 0.29% |
| 86 | GE Vernova Inc. | GEV | 130,301 | $85.8M | 0.29% |
| 87 | Ares Management Corp | ARES-PB | 527,350 | $85.2M | 0.29% |
| 88 | DoorDash Inc | DASH | 371,016 | $84.9M | 0.28% |
| 89 | Oracle Corp. | ORCL-PD | 434,267 | $84.6M | 0.28% |
| 90 | Analog Devices Inc. | ADI | 304,573 | $82.6M | 0.28% |
| 91 | Quanta Services, Inc. | 74762E102 | 195,263 | $82.4M | 0.28% |
| 92 | Amphenol Corp. | 032095101 | 591,108 | $81.3M | 0.27% |
| 93 | Shopify Inc | SHOP | 488,708 | $80.3M | 0.27% |
| 94 | Nasdaq Inc | NDAQ | 825,133 | $80.1M | 0.27% |
| 95 | Howmet Aerospace Inc | HWM | 387,273 | $79.4M | 0.27% |
| 96 | GE Aerospace | 369604301 | 246,279 | $78.2M | 0.26% |
| 97 | Compass Inc | COMP | 6,934,620 | $73.3M | 0.25% |
| 98 | Hilton Worldwide Holdings Inc | HLT | 247,495 | $72.0M | 0.24% |
| 99 | ServiceNow Inc | NOW | 468,172 | $71.1M | 0.24% |
| 100 | Stryker Corp. | SYK | 191,559 | $69.2M | 0.23% |
| 101 | Mckesson Corporation | MCK | 82,920 | $68.2M | 0.23% |
| 102 | Netflix Inc. | NFLX | 729,327 | $67.0M | 0.22% |
| 103 | Vertex Pharmaceuticals, Inc. | VRTX | 139,272 | $65.8M | 0.22% |
| 104 | KKR & Co. Inc | KKRT | 498,500 | $63.5M | 0.21% |
| 105 | Axon Enterprise Inc | AXON | 103,139 | $61.8M | 0.21% |
| 106 | Cadence Design Systems, Inc. | CDNS | 194,021 | $61.5M | 0.21% |
| 107 | Palantir Technologies Inc | PLTR | 337,920 | $60.1M | 0.20% |
| 108 | Cintas Corporation | CTAS | 297,701 | $55.8M | 0.19% |
| 109 | Howmet Aerospace Inc | HWM | 265,523 | $55.4M | 0.19% |
| 110 | Analog Devices Inc. | ADI | 193,847 | $55.1M | 0.18% |
| 111 | Advanced Micro Devices Inc. | AMD | 252,465 | $54.1M | 0.18% |
| 112 | Ares Management Corp | ARES-PB | 317,817 | $53.0M | 0.18% |
| 113 | Oracle Corp. | ORCL-PD | 273,722 | $53.0M | 0.18% |
| 114 | Nasdaq Inc | NDAQ | 522,900 | $51.8M | 0.17% |
| 115 | Quanta Services, Inc. | 74762E102 | 119,010 | $51.2M | 0.17% |
| 116 | Palantir Technologies Inc | PLTR | 261,957 | $47.2M | 0.16% |
| 117 | KKR & Co. Inc | KKRT | 326,210 | $42.2M | 0.14% |
| 118 | Advanced Micro Devices Inc. | AMD | 157,650 | $33.4M | 0.11% |
| 119 | ISHARES TR RSSLL 1000 GRWT | 464287614 | 70,412 | $33.3M | 0.11% |
| 120 | Analog Devices Inc. | ADI | 74,214 | $20.1M | 0.07% |
| 121 | Parker-Hannifin Corp. | PH | 21,736 | $19.1M | 0.06% |
| 122 | Arista Networks Inc | ANET | 130,525 | $17.1M | 0.06% |
| 123 | Ecolab, Inc. | ECL | 49,341 | $13.0M | 0.04% |
| 124 | Moody`s Corp. | MCO | 24,150 | $12.3M | 0.04% |
| 125 | Trane Technologies plc | TT | 25,575 | $10.0M | 0.03% |
| 126 | Parker-Hannifin Corp. | PH | 10,515 | $9.5M | 0.03% |
| 127 | VANGUARD INDEX TR GROWTH VIPER | 922908736 | 14,044 | $6.9M | 0.02% |
| 128 | LAM RESEARCH CORP COM NEW | LRCX | 21,970 | $3.8M | 0.01% |
| 129 | ALPHABET CLASS A | GOOG | 9,174 | $2.9M | 0.01% |
| 130 | O'REILLY AUTOMOTIVE INC NEW CO | 67103H107 | 14,830 | $1.4M | 0.00% |
| 131 | ISHARES TR S&P500/BARRA GW | 464287309 | 10,414 | $1.3M | 0.00% |
| 132 | CHIPOTLE MEXICAN GRILL INC CL | CMG | 29,040 | $1.1M | 0.00% |
| 133 | Trane Technologies plc | TT | 2,587 | $1.0M | 0.00% |
| 134 | BOSTON SCIENTIFIC CORP COM | BSX | 9,403 | $896,576 | 0.00% |
| 135 | BOOKING HLDGS INC | BKNG | 143 | $765,812 | 0.00% |
| 136 | VERTIV HOLDINGS CO COM CL A | VRT | 4,384 | $710,252 | 0.00% |
| 137 | SYNOPSYS INC COM | SNPS | 1,093 | $513,404 | 0.00% |
| 138 | ALNYLAM PHARMACEUTICALS INC CO | ALNY | 1,266 | $503,425 | 0.00% |
| 139 | UBER TECHNOLOGIES INC COM | UBER | 5,889 | $481,190 | 0.00% |
| 140 | MERCADOLIBRE INC COM | MELI | 206 | $414,938 | 0.00% |
| 141 | WORKDAY INC CL A | WDAY | 1,481 | $318,089 | 0.00% |
| 142 | LINDE PLC SHS | LIN | 481 | $205,094 | 0.00% |
| 143 | ASML HOLDING N V N Y REGISTRY | ASMLF | 190 | $203,273 | 0.00% |