Winslow Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Winslow Capital Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 156 holdings worth $25.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0000900973
Manager Name: Winslow Capital Management, LLC

Data Enrichment

99% identified

155 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

156 positions • $25,070,806.667K total value

156 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

6272602(-9.9%)

Value:

$2.4T(-19.7%)

AMAZON COM INC

AMZN|023135106

9947787(-5.5%)

Value:

$1.9T(-18.1%)

NVIDIA CORP

NVDA|67066G104

16191709(-11.7%)

Value:

$1.8T(-28.7%)

Apple Inc.

AAPL|037833100

6754206(-7.6%)

Value:

$1.5T(-18.1%)

Meta Platforms, Inc.

META|30303M102

2335454(-3.3%)

Value:

$1.3T(-4.8%)

Broadcom Inc.

AVGO|11135F101

5814238(+33.4%)

Value:

$973.5B(-3.6%)

ELI LILLY & Co

LLY|532457108

1140284(+46.9%)

Value:

$941.8B(+57.1%)

Mastercard Inc

MA|57636Q104

1327721(-3.2%)

Value:

$727.8B(+0.8%)

Spotify Technology S.A.

SPOT|L8681T102

1126075(-24.4%)

Value:

$619.4B(-7.0%)

VISA INC.

V|92826C839

1708057(+71277.2%)

Value:

$598.6B(+79050.9%)

Alphabet Inc.

GOOGL|02079K305

3680447(-17.8%)

Value:

$569.1B(-32.9%)

LAM RESEARCH CORP

LRCX|512807306

7769872(+62.6%)

Value:

$564.9B(+63.7%)

INTUITIVE SURGICAL INC

ISRG|46120E602

1116928(+3.4%)

Value:

$553.2B(-1.9%)

ServiceNow, Inc.

NOW|81762P102

668019(+27.7%)

Value:

$531.8B(-4.1%)

NETFLIX INC

NFLX|64110L106

561159(+35.8%)

Value:

$523.3B(+42.1%)

FAIR ISAAC CORP

FICO|303250104

266414(+66.8%)

Value:

$491.3B(+54.5%)

Alphabet Inc.

GOOG|02079K107

3105342(-20.1%)

Value:

$485.1B(-34.5%)

LPL Financial Holdings Inc.

LPLA|50212V100

1457701

Value:

$476.9B

GENERAL ELECTRIC CO

GE|369604301

2320171(-13.8%)

Value:

$464.4B(+3.4%)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

8911810(+13.3%)

Value:

$447.5B(-5.7%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	6.3M	QoQ -9.86% (-686.6K) YoY -13.38% (-968.9K)	All Managers (Combined)	$2.4B	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -5.67% (-$26.9M) YoY -12.30% (-$62.8M)