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Winslow Capital Management, LLC

All holdings · as of Dec 31, 2025

62 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$3.16B16,920,53710.6%
MICROSOFT CORP—$3.06B6,334,91810.3%
Apple Inc.—$2.24B8,279,6187.5%
Alphabet Inc.—$1.90B6,025,2296.4%
Amazon.com Inc—$1.87B8,071,8156.3%
Broadcom Inc.—$1.54B4,452,9765.2%
Meta Platforms Inc—$1.21B1,834,7884.1%
ELI LILLY & Co—$816.55M757,2282.7%
Intuitive Surgical Inc—$722.50M1,269,5632.4%
Mastercard Inc—$708.66M1,239,1212.4%
Visa Inc—$697.63M1,986,7422.3%
Snowflake Inc.—$688.91M3,120,0632.3%
Tesla Inc—$676.97M1,511,5032.3%
Spotify Technology S.A.—$644.25M1,111,4382.2%
INTUIT INC.—$601.62M909,7512.0%
DoorDash, Inc.—$531.71M2,343,8351.8%
Netflix Inc—$528.58M5,651,8521.8%
AMPHENOL CORP /DE—$501.70M3,702,1701.7%
Hilton Worldwide Holdings Inc.—$480.21M1,668,5421.6%
GE Vernova Inc.—$479.63M732,8131.6%
Shopify Inc—$477.55M2,956,2821.6%
STRYKER CORP—$458.56M1,299,4261.5%
ServiceNow Inc—$425.41M2,781,2071.4%
VERTEX PHARMACEUTICALS INC / MA—$405.10M887,6401.4%
GENERAL ELECTRIC CO—$398.39M1,285,9021.3%
CADENCE DESIGN SYSTEMS INC—$360.83M1,151,4761.2%
MCKESSON CORP—$358.70M437,0731.2%
CINTAS CORP—$342.50M1,822,3691.1%
ORACLE CORP—$336.58M1,728,5341.1%
Howmet Aerospace Inc.—$322.67M1,569,2541.1%
Axon Enterprise Inc—$314.33M547,8021.1%
Ares Management Corporation—$310.63M1,911,5131.0%
Quanta Services Inc—$285.27M673,5931.0%
KKR & Co. Inc.—$270.21M2,114,5930.9%
Palantir Technologies Inc—$261.60M1,468,2910.9%
NASDAQ, Inc.—$250.50M2,568,5370.8%
Arista Networks, Inc.ANETCommon Stock$248.50M1,896,5280.8%
ADVANCED MICRO DEVICES INC—$177.73M831,7300.6%
ECOLAB INC.—$166.39M633,8210.6%
ANALOG DEVICES INC—$157.80M572,6340.5%
Parker-Hannifin Corp—$144.45M164,1110.5%
KLA CORP—$117.23M96,4800.4%
Compass, Inc.—$73.30M6,934,6200.2%
ISHARES TR RSSLL 1000 GRWT—$33.33M70,4120.1%
Moody's Corp—$12.34M24,1500.0%
Trane Technologies plc—$10.96M28,1620.0%
VANGUARD INDEX TR GROWTH VIPER—$6.85M14,0440.0%
LAM RESEARCH CORP—$3.76M21,9700.0%
Alphabet Inc.—$2.87M9,1740.0%
O REILLY AUTOMOTIVE INC—$1.35M14,8300.0%
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