Winslow-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ODD",
  "GOOGL",
  "ALNY",
  "AVGO",
  "APP",
  "BSX",
  "HLT",
  "ISRG",
  "HWM",
  "BKNG",
  "META",
  "LRCX",
  "LIN",
  "MA",
  "MSFT",
  "NDAQ",
  "FICO",
  "GE",
  "ORLY",
  "ANET",
  "KKR",
  "ORCL",
  "DASH",
  "IWF",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "PLTR",
  "LPLA",
  "NOW",
  "SHOP",
  "SYK",
  "SNPS",
  "TXN",
  "UBER",
  null,
  "VRTX",
  "TT",
  "AXON",
  "APH",
  "FI",
  "AJG",
  "EB",
  "AMZN",
  "VUG",
  "V",
  "WDAY",
  "MSCI",
  "ROL",
  "CRM",
  "SPOT",
  "CAVA",
  "CMG",
  "CTAS",
  "COMP",
  "COST",
  "DHR",
  "ADI",
  "ETN",
  "GOOG",
  "LLY",
  "TSLA",
  "NFLX",
  "PH"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 156
Total Value: 25070806667
Accession Number: 0000900973-25-000006
Form Type: 13F-HR
CIK: winslow-capital-management
Manager Name: Winslow-Capital-Management

Data Enrichment

99% identified

155 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

156 positions • $25.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 4

Sort by:

MICROSOFT CORP

MSFT|594918104

Shares:6.3M

Value:$2.4B

% of Portfolio:9.4% ($2.4B/$25.1B)

AMAZON COM INC

AMZN|023135106

Shares:9.9M

Value:$1.9B

% of Portfolio:7.5% ($1.9B/$25.1B)

NVIDIA CORP

NVDA|67066G104

Shares:16.2M

Value:$1.8B

% of Portfolio:7.0% ($1.8B/$25.1B)

Apple Inc.

AAPL|037833100

Shares:6.8M

Value:$1.5B

% of Portfolio:6.0% ($1.5B/$25.1B)

Meta Platforms, Inc.

META|30303M102

Shares:2.3M

Value:$1.3B

% of Portfolio:5.4% ($1.3B/$25.1B)

Broadcom Inc.

AVGO|11135F101

Shares:5.8M

Value:$973.5M

% of Portfolio:3.9% ($973.5M/$25.1B)

ELI LILLY & Co

LLY|532457108

Shares:1.1M

Value:$941.8M

% of Portfolio:3.8% ($941.8M/$25.1B)

Mastercard Inc

MA|57636Q104

Shares:1.3M

Value:$727.8M

% of Portfolio:2.9% ($727.8M/$25.1B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:1.1M

Value:$619.4M

% of Portfolio:2.5% ($619.4M/$25.1B)

VISA INC.

V|92826C839

Shares:1.7M

Value:$598.6M

% of Portfolio:2.4% ($598.6M/$25.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:3.7M

Value:$569.1M

% of Portfolio:2.3% ($569.1M/$25.1B)

LAM RESEARCH CORP

LRCX|512807306

Shares:7.8M

Value:$564.9M

% of Portfolio:2.3% ($564.9M/$25.1B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.1M

Value:$553.2M

% of Portfolio:2.2% ($553.2M/$25.1B)

ServiceNow, Inc.

NOW|81762P102

Shares:668.0K

Value:$531.8M

% of Portfolio:2.1% ($531.8M/$25.1B)

NETFLIX INC

NFLX|64110L106

Shares:561.2K

Value:$523.3M

% of Portfolio:2.1% ($523.3M/$25.1B)

FAIR ISAAC CORP

FICO|303250104

Shares:266.4K

Value:$491.3M

% of Portfolio:2.0% ($491.3M/$25.1B)

Alphabet Inc.

GOOG|02079K107

Shares:3.1M

Value:$485.1M

% of Portfolio:1.9% ($485.1M/$25.1B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:1.5M

Value:$476.9M

% of Portfolio:1.9% ($476.9M/$25.1B)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.3M

Value:$464.4M

% of Portfolio:1.9% ($464.4M/$25.1B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:8.9M

Value:$447.5M

% of Portfolio:1.8% ($447.5M/$25.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	6.3M	QoQ -9.86% (-686.6K) YoY -13.38% (-968.9K)	All Managers (Combined)	$2.4B	9.4% ($2.4B/$25.1B)	QoQ -19.72% (-$578.6M) YoY -22.71% (-$692.0M)
AMAZON COM INC(AMZNcusip023135106)	9.9M	QoQ -5.50% (-579.9K) YoY -12.15% (-1.4M)	All Managers (Combined)	$1.9B	7.5% ($1.9B/$25.1B)	QoQ -18.05% (-$417.0M) YoY -7.34% (-$150.0M)
NVIDIA CORP(NVDAcusip67066G104)	16.2M	QoQ -11.71% (-2.1M) YoY +613.29% (-13.9M)	All Managers (Combined)	$1.8B	7.0% ($1.8B/$25.1B)	QoQ -28.74% (-$707.9M) YoY -14.44% (-$296.2M)
Apple Inc.(AAPLcusip037833100)	6.8M	QoQ -7.63% (-558.1K) YoY -5.72% (-410.5K)	All Managers (Combined)	$1.5B	6.0% ($1.5B/$25.1B)	QoQ -18.06% (-$330.8M) YoY +22.11% (-$271.7M)
Meta Platforms, Inc.(METAcusip30303M102)	2.3M	QoQ -3.28% (-79.2K) YoY -10.72% (-280.6K)	All Managers (Combined)	$1.3B	5.4% ($1.3B/$25.1B)	QoQ -4.79% (-$67.8M) YoY +5.96% (-$75.8M)
Broadcom Inc.(AVGOcusip11135F101)	5.8M	QoQ +33.40% (-1.5M) YoY +785.07% (+5.2M)	All Managers (Combined)	$973.5M	3.9% ($973.5M/$25.1B)	QoQ -3.65% (-$37.0M) YoY +11.80% (+$102.8M)
ELI LILLY & Co(LLYcusip532457108)	1.1M	QoQ +46.87% (+363.9K) YoY +102.16% (+576.2K)	All Managers (Combined)	$941.8M	3.8% ($941.8M/$25.1B)	QoQ +57.13% (+$342.4M) YoY +114.62% (+$503.0M)
Mastercard Inc(MAcusip57636Q104)	1.3M	QoQ -3.20% (-44.0K) YoY +55.36% (+473.1K)	All Managers (Combined)	$727.8M	2.9% ($727.8M/$25.1B)	QoQ +0.75% (-$5.4M) YoY +76.83% (+$316.2M)
Spotify Technology S.A.(SPOTcusipL8681T102)	1.1M	QoQ -24.39% (-363.3K) YoY NEW(+1.1M)	All Managers (Combined)	$619.4M	2.5% ($619.4M/$25.1B)	QoQ -7.04% (-$46.9M) YoY NEW(+$619.4M)
VISA INC.(Vcusip92826C839)	1.7M	QoQ +71277.22% (+1.7M) YoY +12.41% (+188.6K)	All Managers (Combined)	$598.6M	2.4% ($598.6M/$25.1B)	QoQ +79050.90% (+$597.8M) YoY +41.16% (+$174.6M)
Alphabet Inc.(GOOGLcusip02079K305)	3.7M	QoQ -17.84% (-799.4K) YoY -24.06% (-1.2M)	All Managers (Combined)	$569.1M	2.3% ($569.1M/$25.1B)	QoQ -32.88% (-$278.9M) YoY -22.20% (-$162.4M)
LAM RESEARCH CORP(LRCXcusip512807306)	7.8M	QoQ +62.62% (+3.0M) YoY NEW(+7.8M)	All Managers (Combined)	$564.9M	2.3% ($564.9M/$25.1B)	QoQ +63.68% (+$219.8M) YoY NEW(+$564.9M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.1M	QoQ +3.36% (-36.3K) YoY -37.93% (-682.6K)	All Managers (Combined)	$553.2M	2.2% ($553.2M/$25.1B)	QoQ -1.92% (-$10.8M) YoY -22.97% (-$165.0M)
ServiceNow, Inc.(NOWcusip81762P102)	668.0K	QoQ +27.73% (-145.1K) YoY -16.49% (-131.9K)	All Managers (Combined)	$531.8M	2.1% ($531.8M/$25.1B)	QoQ -4.06% (-$22.6M) YoY -12.79% (-$78.0M)
NETFLIX INC(NFLXcusip64110L106)	561.2K	QoQ +35.79% (+147.9K) YoY -31.84% (-262.2K)	All Managers (Combined)	$523.3M	2.1% ($523.3M/$25.1B)	QoQ +42.06% (+$155.0M) YoY +4.64% (-$23.2M)
FAIR ISAAC CORP(FICOcusip303250104)	266.4K	QoQ +66.85% (+106.8K) YoY NEW(+266.4K)	All Managers (Combined)	$491.3M	2.0% ($491.3M/$25.1B)	QoQ +54.55% (+$173.4M) YoY NEW(+$491.3M)
Alphabet Inc.(GOOGcusip02079K107)	3.1M	QoQ -20.13% (-782.9K) YoY -29.65% (-1.3M)	All Managers (Combined)	$485.1M	1.9% ($485.1M/$25.1B)	QoQ -34.48% (-$255.3M) YoY -27.82% (-$187.0M)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	1.5M	QoQ NEW(+1.5M) YoY NEW(+1.5M)	All Managers (Combined)	$476.9M	1.9% ($476.9M/$25.1B)	QoQ NEW(+$476.9M) YoY NEW(+$476.9M)
GENERAL ELECTRIC CO(GEcusip369604301)	2.3M	QoQ -13.84% (-372.8K) YoY +53.11% (+804.9K)	All Managers (Combined)	$464.4M	1.9% ($464.4M/$25.1B)	QoQ +3.38% (-$15.2M) YoY +74.59% (+$198.4M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	8.9M	QoQ +13.28% (-1.0M) YoY +4976.65% (-8.7M)	All Managers (Combined)	$447.5M	1.8% ($447.5M/$25.1B)	QoQ -5.67% (-$26.9M) YoY -12.30% (-$62.8M)