Winslow Capital Management, LLC Top Holdings and 13F Report (2025) About Winslow Capital Management, LLCInvestment ActivityWinslow Capital Management, LLC has $28.15 billion in total holdings as of December 31, 2024.Winslow Capital Management, LLC owns shares of 68 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 13.40% of the portfolio was purchased this quarter.About 16.97% of the portfolio was sold this quarter.This quarter, Winslow Capital Management, LLC has purchased 61 new stocks and bought additional shares in 15 stocks.Winslow Capital Management, LLC sold shares of 41 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $2,933,305,751NVIDIA $2,462,804,472Amazon.com $2,309,673,200Apple $1,831,136,400Meta Platforms $1,413,814,603 Largest New Holdings this Quarter Arthur J. Gallagher & Co. $719,488,503 HoldingAutomatic Data Processing $396,714,136 HoldingFiserv $363,030,755 HoldingHowmet Aerospace $265,844,456 HoldingCintas $196,057,197 Holding Largest Purchases this Quarter Arthur J. Gallagher & Co. 2,534,749 shares (about $719.49M)Automatic Data Processing 1,355,222 shares (about $396.71M)Fiserv 1,767,261 shares (about $363.03M)Lam Research Corp 4,282,196 shares (about $309.30M)Howmet Aerospace 2,430,689 shares (about $265.84M) Largest Sales this Quarter Broadcom 2,089,688 shares (about $484.47M)Uber Technologies 5,837,279 shares (about $352.10M)MercadoLibre 206,481 shares (about $351.11M)Starbucks 3,616,738 shares (about $330.03M)ASML 427,943 shares (about $296.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWinslow Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,933,305,751$107,821,808 ▼-3.5%6,959,20710.4%Computer and TechnologyNVDANVIDIA$2,462,804,472$27,698,387 ▼-1.1%18,339,4488.7%Computer and TechnologyAMZNAmazon.com$2,309,673,200$85,877,363 ▼-3.6%10,527,7058.2%Retail/WholesaleAAPLApple$1,831,136,400$73,274,895 ▼-3.8%7,312,2616.5%Computer and TechnologyMETAMeta Platforms$1,413,814,603$87,497,443 ▼-5.8%2,414,6725.0%Computer and TechnologyAVGOBroadcom$1,010,459,339$484,473,266 ▼-32.4%4,358,4343.6%Computer and TechnologyGOOGLAlphabet$848,037,498$38,401,019 ▲4.7%4,479,8603.0%Computer and TechnologyTSLATesla$797,476,983$260,722,739 ▲48.6%1,974,7352.8%Auto/Tires/TrucksGOOGAlphabet$740,481,757$36,344,903 ▲5.2%3,888,2682.6%Computer and TechnologyMAMastercard$722,323,977$6,029,753 ▼-0.8%1,371,7532.6%Business ServicesAJGArthur J. Gallagher & Co.$719,488,503$719,488,503 ▲New Holding2,534,7492.6%FinanceSPOTSpotify Technology$666,318,378$197,191,236 ▼-22.8%1,489,3792.4%Business ServicesLLYEli Lilly and Company$599,334,480$4,035,244 ▲0.7%776,3402.1%MedicalISRGIntuitive Surgical$564,030,498$121,190,761 ▼-17.7%1,080,6012.0%MedicalNOWServiceNow$554,392,935$25,869,048 ▼-4.5%522,9532.0%Computer and TechnologyORCLOracle$510,951,568$163,632,981 ▲47.1%3,066,2001.8%Computer and TechnologyCMGChipotle Mexican Grill$474,377,748$98,253,785 ▲26.1%7,866,9611.7%Retail/WholesaleORLYO'Reilly Automotive$459,217,652$121,543,314 ▲36.0%387,2641.6%Retail/WholesaleKKRKKR & Co. Inc.$454,601,384$167,245,386 ▼-26.9%3,073,5001.6%FinanceGEGeneral Electric$449,165,637$46,965,896 ▼-9.5%2,693,0011.6%TransportationBKNGBooking$440,967,148$251,426,894 ▲132.7%88,7541.6%Retail/WholesaleTTTrane Technologies$437,025,631$79,077,835 ▼-15.3%1,183,2291.6%ConstructionWDAYWorkday$399,239,240$127,013,719 ▼-24.1%1,547,2591.4%Computer and TechnologyADPAutomatic Data Processing$396,714,136$396,714,136 ▲New Holding1,355,2221.4%Business ServicesETNEaton$389,884,194$58,780,814 ▼-13.1%1,174,8101.4%Industrial ProductsNFLXNetflix$368,338,882$204,311,045 ▼-35.7%413,2511.3%Consumer DiscretionarySYKStryker$363,946,102$17,790,071 ▼-4.7%1,010,8211.3%MedicalFIFiserv$363,030,755$363,030,755 ▲New Holding1,767,2611.3%Business ServicesTXNTexas Instruments$351,462,369$99,062,846 ▲39.2%1,874,3661.2%Computer and TechnologyLam Research Corp$345,090,598$309,303,017 ▲864.3%4,777,6631.2%COMECLEcolab$334,394,089$165,999,786 ▲98.6%1,427,0831.2%Basic MaterialsFICOFair Isaac$317,879,848$202,071,432 ▼-38.9%159,6641.1%Computer and TechnologySNPSSynopsys$312,965,953$27,300,044 ▲9.6%644,8121.1%Computer and TechnologyHLTHilton Worldwide$297,825,081$13,219,353 ▼-4.2%1,204,9891.1%Consumer DiscretionaryVMCVulcan Materials$293,472,936$10,708,999 ▼-3.5%1,140,8971.0%ConstructionBSXBoston Scientific$279,935,311$25,601,256 ▼-8.4%3,134,0721.0%MedicalINTUIntuit$275,115,192$168,552,388 ▼-38.0%437,7331.0%Computer and TechnologyHWMHowmet Aerospace$265,844,456$265,844,456 ▲New Holding2,430,6890.9%AerospaceSHOPShopify$265,096,001$146,281,264 ▼-35.6%2,493,1440.9%Computer and TechnologyAPHAmphenol$258,325,178$23,245,471 ▼-8.3%3,719,5850.9%Computer and TechnologyALNYAlnylam Pharmaceuticals$240,149,620$13,873,878 ▲6.1%1,020,5670.9%MedicalCTASCintas$196,057,197$196,057,197 ▲New Holding1,073,1100.7%Business ServicesSNOWSnowflake$172,682,725$172,682,725 ▲New Holding1,118,3390.6%Computer and TechnologyADBEAdobe$108,981,730$93,745,214 ▼-46.2%245,0790.4%Computer and TechnologyCOMPCompass$40,567,527$1,098,045 ▼-2.6%6,934,6200.1%Computer and TechnologyOddity Tech Ltd Cl A$23,554,6470.0%560,5580.1%COMArista Networks Inc$20,570,186$20,570,186 ▲New Holding186,1050.1%COMNDAQNasdaq$19,453,515$19,453,515 ▲New Holding251,6300.1%FinanceIWFiShares Russell 1000 Growth ETF$16,806,123$9,660,810 ▲135.2%41,8500.1%ETFEBEventbrite$7,961,782$7,961,782 ▲New Holding2,369,5780.0%Computer and TechnologyVUGVanguard Growth ETF$6,993,077$5,954,253 ▲573.2%17,0380.0%ETFRSKDRiskified$4,730,000$3,410,850 ▼-41.9%1,000,0000.0%Computer and TechnologyROLRollins$3,615,578$3,615,578 ▲New Holding78,0060.0%ConstructionIVWiShares S&P 500 Growth ETF$1,381,722$1,381,722 ▲New Holding13,6090.0%ETFPHParker-Hannifin$915,247$304,658 ▼-25.0%1,4390.0%Industrial ProductsVVisa$756,284$214,591 ▼-22.1%2,3930.0%Business ServicesUBERUber Technologies$717,989$352,104,689 ▼-99.8%11,9030.0%Computer and TechnologyCOSTCostco Wholesale$676,207$259,304 ▼-27.7%7380.0%Retail/WholesaleASMLASML$652,188$296,598,607 ▼-99.8%9410.0%Computer and TechnologyCRMSalesforce$516,540$356,730 ▼-40.8%1,5450.0%Computer and TechnologyUNHUnitedHealth Group$510,413$133,041 ▼-20.7%1,0090.0%MedicalLINDE PLC SHS$425,787$206,404 ▼-32.6%1,0170.0%COMMSCIMSCI$358,806$75,001 ▼-17.3%5980.0%FinanceMCOMoody's$304,850$31,242 ▼-9.3%6440.0%FinanceMELIMercadoLibre$290,775$351,108,262 ▼-99.9%1710.0%Retail/WholesaleSBUXStarbucks$240,079$330,027,686 ▼-99.9%2,6310.0%Retail/WholesaleADIAnalog Devices$230,731$114,516 ▼-33.2%1,0860.0%Computer and TechnologyIDXXIDEXX Laboratories$211,681$81,448 ▼-27.8%5120.0%MedicalAMDAdvanced Micro Devices$0$485,254,623 ▼-100.0%00.0%Computer and TechnologyWCNWaste Connections$0$337,236,460 ▼-100.0%00.0%Business ServicesANETArista Networks$0$15,233,816 ▼-100.0%00.0%Computer and TechnologyVRTXVertex Pharmaceuticals$0$239,981 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
