Winslow Capital Management, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$25.1T
Holdings
65
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 6,272,602 | $2.4T | 9.39% | |
| 2 | AMZNAmazon Com Inc | 9,947,787 | $1.9T | 7.55% | |
| 3 | NVDANvidia Corp | 16,191,709 | $1.8T | 7.00% | |
| 4 | AAPLApple Inc | 6,754,206 | $1.5T | 5.98% | |
| 5 | METAMeta Platforms Inc | 2,335,454 | $1.3T | 5.37% | |
| 6 | AVGOBroadcom Limited | 5,814,238 | $973.5B | 3.88% | |
| 7 | LLYLilly Eli & Co | 1,140,284 | $941.8B | 3.76% | |
| 8 | MAMastercard Inc | 1,327,721 | $727.8B | 2.90% | |
| 9 | SPOTSpotify Technology Sa | 1,126,075 | $619.4B | 2.47% | |
| 10 | VVisa Inc | 1,708,057 | $598.6B | 2.39% | |
| 11 | GOOGLAlphabet Inc Cl A | 3,680,447 | $569.1B | 2.27% | |
| 12 | LRCXLam Research Corp | 7,769,872 | $564.9B | 2.25% | |
| 13 | ISRGIntuitive Surgical Inc | 1,116,928 | $553.2B | 2.21% | |
| 14 | NOWServicenow Inc | 668,019 | $531.8B | 2.12% | |
| 15 | NFLXNetflix Inc | 561,159 | $523.3B | 2.09% | |
| 16 | FICOFair Isaac Corp | 266,414 | $491.3B | 1.96% | |
| 17 | GOOGAlphabet Inc Cl C | 3,105,342 | $485.1B | 1.94% | |
| 18 | LPLALPL Financial Holdings Inc | 1,457,701 | $476.9B | 1.90% | |
| 19 | GEGE Aerospace | 2,320,171 | $464.4B | 1.85% | |
| 20 | CMGChipotle Mexican Grill | 8,911,810 | $447.5B | 1.78% | |
| 21 | TSLATesla Inc | 1,630,323 | $422.5B | 1.69% | |
| 22 | BKNGBooking Holdings Inc | 87,364 | $402.5B | 1.61% | |
| 23 | CITCintas Corp | 1,923,990 | $395.4B | 1.58% | |
| 24 | SYKStryker Corp | 976,290 | $363.4B | 1.45% | |
| 25 | HWMHowmet Aerospace Inc | 2,765,534 | $358.8B | 1.43% | |
| 26 | ORLYO Reilly Automotive Inc | 240,893 | $345.1B | 1.38% | |
| 27 | WDAYWorkday Inc | 1,472,907 | $344.0B | 1.37% | |
| 28 | DASHDoordash Inc Cl A | 1,814,605 | $331.7B | 1.32% | |
| 29 | ALNYAlnylam Pharmaceuticals Inc | 1,187,178 | $320.6B | 1.28% | |
| 30 | FISVFiserv Inc | 1,410,196 | $311.4B | 1.24% | |
| 31 | DHRDanaher Corp | 1,459,010 | $299.1B | 1.19% | |
| 32 | TTTrane Technologies Plc | 878,197 | $295.9B | 1.18% | |
| 33 | KKRKkr & Co Inc | 2,521,283 | $291.5B | 1.16% | |
| 34 | AJGGallagher Arthur J & Co | 823,622 | $284.3B | 1.13% | |
| 35 | BSXBoston Scientific Co | 2,658,340 | $268.2B | 1.07% | |
| 36 | SNPSSynopsys Inc | 624,150 | $267.7B | 1.07% | |
| 37 | TXNTexas Instruments Inc | 1,476,096 | $265.3B | 1.06% | |
| 38 | HLTHilton Worldwide Holding | 1,165,020 | $265.1B | 1.06% | |
| 39 | ECLEcolab Inc | 984,352 | $249.6B | 1.00% | |
| 40 | SHOPShopify Inc Cl A | 2,590,599 | $222.8B | 0.89% | |
| 41 | ORCLOracle Corp | 1,489,026 | $208.2B | 0.83% | |
| 42 | CRMSalesforce Inc | 725,051 | $194.6B | 0.78% | |
| 43 | PLTRPalantir Technologies Inc Cl A | 1,812,727 | $153.0B | 0.61% | |
| 44 | AXONAxon Enterprise Inc | 262,254 | $137.9B | 0.55% | |
| 45 | APPApplovin Corp Cl A | 238,616 | $63.2B | 0.25% | |
| 46 | COMPCompass Inc Cl A | 6,934,620 | $60.5B | 0.24% | |
| 47 | SAILSailpoint Inc | 1,723,580 | $32.3B | 0.13% | |
| 48 | IWFISHARES TR RSSLL 1000 GRWT | 74,334 | $26.8B | 0.11% | |
| 49 | ODDOddity Tech Ltd Cl A | 560,558 | $24.2B | 0.10% | |
| 50 | ANETArista Networks Inc | 176,165 | $13.6B | 0.05% | |
| 51 | NDAQNasdaq Inc | 157,110 | $11.9B | 0.05% | |
| 52 | CAVACava Group Inc | 119,410 | $10.3B | 0.04% | |
| 53 | EBEventbrite Inc Cl A | 2,369,578 | $5.0B | 0.02% | |
| 54 | ROLRollins Inc | 61,546 | $3.3B | 0.01% | |
| 55 | VUGVANGUARD INDEX TR GROWTH VIPER | 3,068 | $1.1B | 0.00% | |
| 56 | UBERUBER TECHNOLOGIES INC COM | 6,608 | $481.5M | 0.00% | |
| 57 | PHPARKER HANNIFIN CORP COM | 741 | $450.4M | 0.00% | |
| 58 | UNHUNITEDHEALTH GROUP INC | 668 | $349.9M | 0.00% | |
| 59 | LINLINDE PLC SHS | 556 | $258.9M | 0.00% | |
| 60 | APHAmphenol Corp | 3,805 | $249.6M | 0.00% | |
| 61 | MSCIMSCI INC CL A | 411 | $232.4M | 0.00% | |
| 62 | COSTCOSTCO WHOLESALE CORP COM | 229 | $216.6M | 0.00% | |
| 63 | VRTXVERTEX PHARMACEUTICALS INC COM | 419 | $203.1M | 0.00% | |
| 64 | ADIAnalog Devices Inc | 981 | $197.8M | 0.00% | |
| 65 | ETNEaton Corp Plc | 652 | $177.2M | 0.00% |