Winslow Capital Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$30.3T
Holdings
60
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANvidia Corp | 18,660,176 | $3.5T | 11.50% | |
| 2 | MSFTMicrosoft Corp | 6,630,499 | $3.4T | 11.34% | |
| 3 | AAPLApple Inc | 8,548,882 | $2.2T | 7.19% | |
| 4 | AMZNAmazon Com Inc | 8,075,199 | $1.8T | 5.86% | |
| 5 | METAMeta Platforms Inc | 2,082,509 | $1.5T | 5.05% | |
| 6 | GOOGAlphabet Inc Cl C | 6,176,411 | $1.5T | 4.97% | |
| 7 | AVGOBroadcom Limited | 4,391,979 | $1.4T | 4.79% | |
| 8 | ORCLOracle Corp | 3,258,685 | $916.5B | 3.03% | |
| 9 | SNOWSnowflake Inc Cl A | 4,029,008 | $908.7B | 3.00% | |
| 10 | TSLATesla Inc | 1,879,336 | $835.8B | 2.76% | |
| 11 | SPOTSpotify Technology Sa | 1,027,667 | $717.3B | 2.37% | |
| 12 | NOWServicenow Inc | 759,853 | $699.3B | 2.31% | |
| 13 | VVisa Inc | 2,047,813 | $699.1B | 2.31% | |
| 14 | MAMastercard Inc | 1,219,906 | $693.9B | 2.29% | |
| 15 | INTUIntuit Inc | 970,926 | $663.1B | 2.19% | |
| 16 | NFLXNetflix Inc | 515,684 | $618.3B | 2.04% | |
| 17 | DASHDoordash Inc Cl A | 2,221,467 | $604.2B | 2.00% | |
| 18 | LLYLilly Eli & Co | 777,133 | $593.0B | 1.96% | |
| 19 | AMDAdvanced Micro Devices | 3,448,089 | $557.9B | 1.84% | |
| 20 | APHAmphenol Corp | 4,435,461 | $548.9B | 1.81% | |
| 21 | SHOPShopify Inc Cl A | 3,257,696 | $484.1B | 1.60% | |
| 22 | ETNEaton Corp Plc | 1,015,826 | $380.2B | 1.26% | |
| 23 | CDNSCadence Design Systems | 1,066,141 | $374.5B | 1.24% | |
| 24 | BKNGBooking Holdings Inc | 66,131 | $357.1B | 1.18% | |
| 25 | SYKStryker Corp | 942,612 | $348.5B | 1.15% | |
| 26 | MCOMoodys Corp | 731,091 | $348.4B | 1.15% | |
| 27 | AXONAxon Enterprise Inc | 455,858 | $327.1B | 1.08% | |
| 28 | ECLEcolab Inc | 1,178,072 | $322.6B | 1.07% | |
| 29 | HWMHowmet Aerospace Inc | 1,612,043 | $316.3B | 1.04% | |
| 30 | ISRGIntuitive Surgical Inc | 680,981 | $304.6B | 1.01% | |
| 31 | GEGE Aerospace | 1,007,954 | $303.2B | 1.00% | |
| 32 | HLTHilton Worldwide Holding | 1,123,887 | $291.6B | 0.96% | |
| 33 | PLTRPalantir Technologies Inc Cl A | 1,504,932 | $274.5B | 0.91% | |
| 34 | ANETArista Networks Inc | 1,623,403 | $236.5B | 0.78% | |
| 35 | ARESAres Management Corporation Cl | 1,456,574 | $232.9B | 0.77% | |
| 36 | VRTVertiv Holdings Co Cl A | 1,340,511 | $202.2B | 0.67% | |
| 37 | MLB1MercadoLibre Inc | 84,463 | $197.4B | 0.65% | |
| 38 | CVNACarvana Co | 484,757 | $182.9B | 0.60% | |
| 39 | ADIAnalog Devices Inc | 580,447 | $142.6B | 0.47% | |
| 40 | KLACKLA Corporation | 101,070 | $109.0B | 0.36% | |
| 41 | COMPCompass Inc Cl A | 6,934,620 | $55.7B | 0.18% | |
| 42 | FIXComfort Systems Usa Inc | 32,390 | $26.7B | 0.09% | |
| 43 | SAILSailpoint Inc | 754,026 | $16.6B | 0.05% | |
| 44 | IWFISHARES TR RSSLL 1000 GRWT | 25,021 | $11.7B | 0.04% | |
| 45 | PWRQuanta Services Inc | 7,980 | $3.3B | 0.01% | |
| 46 | LRCXLAM RESEARCH CORP COM NEW | 22,739 | $3.0B | 0.01% | |
| 47 | TTTrane Technologies Plc | 5,461 | $2.3B | 0.01% | |
| 48 | GOOGLALPHABET CLASS A | 9,282 | $2.3B | 0.01% | |
| 49 | KKRKkr & Co Inc | 13,084 | $1.7B | 0.01% | |
| 50 | ORLYO'REILLY AUTOMOTIVE INC NEW CO | 15,391 | $1.7B | 0.01% | |
| 51 | CMGCHIPOTLE MEXICAN GRILL INC CL | 37,185 | $1.5B | 0.00% | |
| 52 | VUGVANGUARD INDEX TR GROWTH VIPER | 2,515 | $1.2B | 0.00% | |
| 53 | BSXBOSTON SCIENTIFIC CORP COM | 9,938 | $970.2M | 0.00% | |
| 54 | SNPSSYNOPSYS INC COM | 1,702 | $839.8M | 0.00% | |
| 55 | ALNYALNYLAM PHARMACEUTICALS INC CO | 1,335 | $608.8M | 0.00% | |
| 56 | UBERUBER TECHNOLOGIES INC COM | 5,979 | $585.8M | 0.00% | |
| 57 | WDAYWORKDAY INC CL A | 2,387 | $574.6M | 0.00% | |
| 58 | PHPARKER HANNIFIN CORP COM | 641 | $486.0M | 0.00% | |
| 59 | LINLINDE PLC SHS | 536 | $254.6M | 0.00% | |
| 60 | TXNTEXAS INSTRUMENTS INC | 1,140 | $209.5M | 0.00% |