Winslow Capital Management, LLC Q2 2025 Filing
Filed August 13, 2025
Portfolio Value
$29.9T
Holdings
63
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 6,729,889 | $3.3T | 11.18% | |
| 2 | NVDANvidia Corp | 17,108,401 | $2.7T | 9.03% | |
| 3 | AMZNAmazon Com Inc | 8,826,640 | $1.9T | 6.47% | |
| 4 | METAMeta Platforms Inc | 2,310,169 | $1.7T | 5.69% | |
| 5 | AAPLApple Inc | 7,204,012 | $1.5T | 4.94% | |
| 6 | AVGOBroadcom Limited | 4,904,712 | $1.4T | 4.52% | |
| 7 | LLYLilly Eli & Co | 1,194,806 | $931.4B | 3.11% | |
| 8 | VVisa Inc | 2,387,618 | $847.7B | 2.83% | |
| 9 | LRCXLam Research Corp | 8,310,124 | $808.9B | 2.70% | |
| 10 | NFLXNetflix Inc | 587,786 | $787.1B | 2.63% | |
| 11 | INTUIntuit Inc | 993,711 | $782.7B | 2.61% | |
| 12 | MAMastercard Inc | 1,363,644 | $766.3B | 2.56% | |
| 13 | ISRGIntuitive Surgical Inc | 1,342,473 | $729.5B | 2.44% | |
| 14 | SNOWSnowflake Inc Cl A | 3,242,915 | $725.7B | 2.42% | |
| 15 | SPOTSpotify Technology Sa | 930,868 | $714.3B | 2.39% | |
| 16 | NOWServicenow Inc | 614,376 | $631.6B | 2.11% | |
| 17 | CMGChipotle Mexican Grill | 10,705,985 | $601.1B | 2.01% | |
| 18 | HLTHilton Worldwide Holding | 1,894,315 | $504.5B | 1.69% | |
| 19 | BKNGBooking Holdings Inc | 86,385 | $500.1B | 1.67% | |
| 20 | VRTVertiv Holdings Co Cl A | 3,576,701 | $459.3B | 1.53% | |
| 21 | DASHDoordash Inc Cl A | 1,820,877 | $448.9B | 1.50% | |
| 22 | TSLATesla Inc | 1,399,005 | $444.4B | 1.48% | |
| 23 | LPLALPL Financial Holdings Inc | 1,183,069 | $443.6B | 1.48% | |
| 24 | ORCLOracle Corp | 2,006,986 | $438.8B | 1.47% | |
| 25 | FICOFair Isaac Corp | 229,187 | $418.9B | 1.40% | |
| 26 | ALNYAlnylam Pharmaceuticals Inc | 1,177,439 | $384.0B | 1.28% | |
| 27 | TTTrane Technologies Plc | 873,660 | $382.1B | 1.28% | |
| 28 | SYKStryker Corp | 964,432 | $381.6B | 1.27% | |
| 29 | TXNTexas Instruments Inc | 1,650,199 | $342.6B | 1.14% | |
| 30 | WDAYWorkday Inc | 1,419,900 | $340.8B | 1.14% | |
| 31 | ECLEcolab Inc | 1,202,208 | $323.9B | 1.08% | |
| 32 | HWMHowmet Aerospace Inc | 1,712,629 | $318.8B | 1.06% | |
| 33 | CITCintas Corp | 1,403,342 | $312.8B | 1.04% | |
| 34 | AXONAxon Enterprise Inc | 375,580 | $311.0B | 1.04% | |
| 35 | GEGE Aerospace | 1,189,213 | $306.1B | 1.02% | |
| 36 | SHOPShopify Inc Cl A | 2,587,012 | $298.4B | 1.00% | |
| 37 | ETNEaton Corp Plc | 817,926 | $292.0B | 0.98% | |
| 38 | DHRDanaher Corp | 1,461,785 | $288.8B | 0.96% | |
| 39 | AJGGallagher Arthur J & Co | 828,466 | $265.2B | 0.89% | |
| 40 | ONONOn Holding AG Class A | 4,766,825 | $248.1B | 0.83% | |
| 41 | PLTRPalantir Technologies Inc Cl A | 1,815,032 | $247.4B | 0.83% | |
| 42 | ARESAres Management Corporation Cl | 934,030 | $161.8B | 0.54% | |
| 43 | KLACKLA Corporation | 106,300 | $95.2B | 0.32% | |
| 44 | COMPCompass Inc Cl A | 6,934,620 | $43.5B | 0.15% | |
| 45 | SAILSailpoint Inc | 800,580 | $18.3B | 0.06% | |
| 46 | FIXComfort Systems Usa Inc | 29,070 | $15.6B | 0.05% | |
| 47 | ADPAutomatic Data Process | 46,200 | $14.2B | 0.05% | |
| 48 | ODDOddity Tech Ltd Cl A | 179,907 | $13.6B | 0.05% | |
| 49 | IWFISHARES TR RSSLL 1000 GRWT | 25,667 | $10.9B | 0.04% | |
| 50 | EBEventbrite Inc Cl A | 2,369,578 | $6.2B | 0.02% | |
| 51 | GOOGALPHABET CLASS C | 12,345 | $2.2B | 0.01% | |
| 52 | GOOGLALPHABET CLASS A | 9,419 | $1.7B | 0.01% | |
| 53 | ORLYO'REILLY AUTOMOTIVE INC NEW CO | 16,143 | $1.5B | 0.00% | |
| 54 | BSXBOSTON SCIENTIFIC CORP COM | 10,660 | $1.1B | 0.00% | |
| 55 | SNPSSYNOPSYS INC COM | 2,105 | $1.1B | 0.00% | |
| 56 | VUGVANGUARD INDEX TR GROWTH VIPER | 2,386 | $1.0B | 0.00% | |
| 57 | KKRKkr & Co Inc | 6,239 | $830.0M | 0.00% | |
| 58 | UBERUBER TECHNOLOGIES INC COM | 5,979 | $557.8M | 0.00% | |
| 59 | PHPARKER HANNIFIN CORP COM | 641 | $447.7M | 0.00% | |
| 60 | ADIAnalog Devices Inc | 1,777 | $423.0M | 0.00% | |
| 61 | APHAmphenol Corp | 3,256 | $321.5M | 0.00% | |
| 62 | CRMSALESFORCE COM INC COM | 944 | $257.4M | 0.00% | |
| 63 | LINLINDE PLC SHS | 536 | $251.5M | 0.00% |