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The Analysis of Winslow Capital Management, LLC's Holdings & P&L

Currently, Winslow Capital Management, LLC holds 60 types of securities in its portfolio with a total value $25.6B. In the most recent quarter, they have increased their positions in ASML (+350.5K shares, valued at $462.9M), BKNG (+322.2K shares, valued at $345.6M), ELAN (+13.6M shares, valued at $325.8M); decreased their positions in MSFT (-1.8M shares, valued at $683.5M), AMZN (-2.7M shares, valued at $553.4M), APH (-2.4M shares, valued at $300.0M); initiated new positions in ELAN (+13.6M shares, valued at $325.8M), CHRW (+1.6M shares, valued at $262.9M), MU (+583.7K shares, valued at $197.2M).

1M P&L

+975.9M+3.52%

3M P&L

+2.7B+10.60%

HY P&L

+2.5B+9.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors3.9B

18.5%

2Consumer Electronics2.3B

11.1%

3Software - Infrastructure2.2B

10.6%

Top Industries by Stock Count

1Software - Application6 stocks

11.5%

2Semiconductors5 stocks

9.6%

3Software - Infrastructure3 stocks

5.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA Corp16.7M shares-1.57%2026-03-312026-05-14

AAPL Apple Inc9.3M shares11.83%2026-03-312026-05-14

Alphabet Inc Alphabet Inc6.6M shares10.24%2026-03-312026-05-14

MSFT Microsoft Corporation4.5M shares-29.15%2026-03-312026-05-14

Broadcom Inc Broadcom Inc5.1M shares14.86%2026-03-312026-05-14

AMZN Amazon.com Inc.5.4M shares-32.92%2026-03-312026-05-14

META Meta Platforms Inc1.7M shares-5.22%2026-03-312026-05-14

LLY Lilly(Eli) & Co757.6K shares0.05%2026-03-312026-05-14

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GE Aerospace GE Aerospace2.4M shares85.61%2026-03-312026-05-14

NFLX Netflix Inc.6.3M shares10.96%2026-03-312026-05-14

TSLA Tesla Inc1.5M shares-3.46%2026-03-312026-05-14

ISRG Intuitive Surgical Inc1.2M shares-8.60%2026-03-312026-05-14

HLT Hilton Worldwide Holdings Inc1.7M shares4.58%2026-03-312026-05-14

PLTR Palantir Technologies Inc3.5M shares135.03%2026-03-312026-05-14

SNOW Snowflake Inc3.2M shares3.41%2026-03-312026-05-14

GEV GE Vernova Inc.534.0K shares-27.13%2026-03-312026-05-14

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ASML ASML Holding NV350.7K shares184463.68%2026-03-312026-05-14

MA Mastercard Incorporated836.6K shares-32.49%2026-03-312026-05-14

V Visa Inc1.4M shares-31.71%2026-03-312026-05-14

AMD Advanced Micro Devices Inc.1.9M shares127.89%2026-03-312026-05-14

PWR Quanta Services, Inc.700.0K shares3.92%2026-03-312026-05-14

SHOP Shopify Inc3.0M shares2.30%2026-03-312026-05-14

BKNG Booking Holdings Inc322.3K shares225302.80%2026-03-312026-05-14

HWM Howmet Aerospace Inc1.5M shares-5.27%2026-03-312026-05-14

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PH Parker-Hannifin Corp.381.9K shares132.71%2026-03-312026-05-14

TT Trane Technologies plc792.5K shares2714.18%2026-03-312026-05-14

MCK Mckesson Corporation379.6K shares-13.16%2026-03-312026-05-14

ELAN Elanco Animal Health Inc13.6M sharesnew addition2026-03-312026-05-14

SPOT Spotify Technology S.A.620.9K shares-44.14%2026-03-312026-05-14

ADI Analog Devices Inc.906.4K shares58.29%2026-03-312026-05-14

INTU Intuit Inc651.6K shares-28.37%2026-03-312026-05-14

ORLY O`Reilly Automotive, Inc.3.0M shares19799.85%2026-03-312026-05-14

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CHRW C.H. Robinson Worldwide, Inc.1.6M sharesnew addition2026-03-312026-05-14

Arista Networks Inc Arista Networks Inc2.1M shares8.90%2026-03-312026-05-14

KLAC KLA Corp.160.8K shares66.65%2026-03-312026-05-14

VRT Vertiv Holdings Co864.7K shares19624.61%2026-03-312026-05-14

MU Micron Technology Inc.583.7K sharesnew addition2026-03-312026-05-14

APP Applovin Corp431.9K sharesnew addition2026-03-312026-05-14

APH Amphenol Corp.1.3M shares-64.13%2026-03-312026-05-14

MS Morgan Stanley965.4K sharesnew addition2026-03-312026-05-14

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SYK Stryker Corp.440.1K shares-66.13%2026-03-312026-05-14

CME CME Group Inc488.2K sharesnew addition2026-03-312026-05-14

ECL Ecolab, Inc.528.6K shares-16.60%2026-03-312026-05-14

TXN Texas Instruments Inc.686.2K sharesnew addition2026-03-312026-05-14

ORCL Oracle Corp.471.5K shares-72.72%2026-03-312026-05-14

NOW ServiceNow Inc499.9K shares-82.03%2026-03-312026-05-14

COMP Compass Inc6.9M shares0.00%2026-03-312026-05-14

IWF ISHARES TR RSSLL 1000 GRWT92.2K shares30.91%2026-03-312026-05-14

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Atlassian Corporation Atlassian Corporation570.8K sharesnew addition2026-03-312026-05-14

COST Costco Wholesale Corp10.2K sharesnew addition2026-03-312026-05-14

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW14.6K shares-33.60%2026-03-312026-05-14

VUG VANGUARD INDEX TR GROWTH VIPER6.0K shares-57.52%2026-03-312026-05-14

ALPHABET CLASS A ALPHABET CLASS A8.4K shares-8.46%2026-03-312026-05-14

CMG Chipotle Mexican Grill38.9K shares34.05%2026-03-312026-05-14

MCO MOODYS CORP COM1.4K shares-94.10%2026-03-312026-05-14

IVW ISHARES TR S&P500/BARRA GW3.3K shares-68.09%2026-03-312026-05-14

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UBER UBER TECHNOLOGIES INC COM4.8K shares-17.66%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP COM4.7K shares-49.93%2026-03-312026-05-14

MELI MERCADOLIBRE INC COM141 shares-31.55%2026-03-312026-05-14

LINDE PLC SHS LINDE PLC SHS438 shares-8.94%2026-03-312026-05-14

NVDA

NVIDIA Corp

-1.57%

Shares16.7M

Event2026-03-31

Filed2026-05-14

AAPL

Apple Inc

11.83%

Shares9.3M

Event2026-03-31

Filed2026-05-14

Alphabet Inc

10.24%

Shares6.6M

Event2026-03-31

Filed2026-05-14

MSFT

Microsoft Corporation

-29.15%

Shares4.5M

Event2026-03-31

Filed2026-05-14

Broadcom Inc

14.86%

Shares5.1M

Event2026-03-31

Filed2026-05-14

AMZN

Amazon.com Inc.

-32.92%

Shares5.4M

Event2026-03-31

Filed2026-05-14