Winslow Capital Management, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$29.8T
Holdings
62
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corp | 16,920,537 | $3.2T | 10.60% | |
| 2 | MSFTMicrosoft Corporation | 6,334,918 | $3.1T | 10.27% | |
| 3 | AAPLApple Inc | 8,279,618 | $2.2T | 7.51% | |
| 4 | GOOGAlphabet Inc | 6,025,229 | $1.9T | 6.36% | |
| 5 | AMZNAmazon.com Inc. | 8,071,815 | $1.9T | 6.27% | |
| 6 | AVGOBroadcom Inc | 4,452,976 | $1.5T | 5.16% | |
| 7 | METAMeta Platforms Inc | 1,834,788 | $1.2T | 4.05% | |
| 8 | LLYLilly(Eli) & Co | 757,228 | $816.0B | 2.74% | |
| 9 | ISRGIntuitive Surgical Inc | 1,269,563 | $722.0B | 2.42% | |
| 10 | MAMastercard Incorporated | 1,239,121 | $707.0B | 2.37% | |
| 11 | VVisa Inc | 1,986,742 | $696.0B | 2.34% | |
| 12 | SNOWSnowflake Inc | 3,120,063 | $688.0B | 2.31% | |
| 13 | TSLATesla Inc | 1,511,503 | $675.0B | 2.26% | |
| 14 | SPOTSpotify Technology S.A. | 1,111,438 | $643.0B | 2.16% | |
| 15 | INTUIntuit Inc | 909,751 | $600.0B | 2.01% | |
| 16 | DASHDoorDash Inc | 2,343,835 | $530.0B | 1.78% | |
| 17 | NFLXNetflix Inc. | 5,651,852 | $527.0B | 1.77% | |
| 18 | APHAmphenol Corp. | 3,702,170 | $501.0B | 1.68% | |
| 19 | HLTHilton Worldwide Holdings Inc | 1,668,542 | $479.0B | 1.61% | |
| 20 | GEVGE Vernova Inc. | 732,813 | $478.0B | 1.60% | |
| 21 | SHOPShopify Inc | 2,956,282 | $476.0B | 1.60% | |
| 22 | SYKStryker Corp. | 1,299,426 | $458.0B | 1.54% | |
| 23 | NOWServiceNow Inc | 2,781,207 | $425.0B | 1.43% | |
| 24 | VRTXVertex Pharmaceuticals, Inc. | 887,640 | $404.0B | 1.36% | |
| 25 | GEGE Aerospace | 1,285,902 | $397.0B | 1.33% | |
| 26 | CDNSCadence Design Systems, Inc. | 1,151,476 | $360.0B | 1.21% | |
| 27 | MCKMckesson Corporation | 437,073 | $358.0B | 1.20% | |
| 28 | CITCintas Corporation | 1,822,369 | $340.0B | 1.14% | |
| 29 | ORCLOracle Corp. | 1,728,534 | $335.0B | 1.12% | |
| 30 | HWMHowmet Aerospace Inc | 1,569,254 | $321.0B | 1.08% | |
| 31 | AXONAxon Enterprise Inc | 547,802 | $313.0B | 1.05% | |
| 32 | ARESAres Management Corp | 1,911,513 | $310.0B | 1.04% | |
| 33 | PWRQuanta Services, Inc. | 673,593 | $284.0B | 0.95% | |
| 34 | KKRKKR & Co. Inc | 2,114,593 | $269.0B | 0.90% | |
| 35 | PLTRPalantir Technologies Inc | 1,468,291 | $261.0B | 0.88% | |
| 36 | NDAQNasdaq Inc | 2,568,537 | $249.0B | 0.84% | |
| 37 | ANETArista Networks Inc | 1,896,528 | $248.0B | 0.83% | |
| 38 | AMDAdvanced Micro Devices Inc. | 831,730 | $177.0B | 0.59% | |
| 39 | ECLEcolab, Inc. | 633,821 | $165.0B | 0.55% | |
| 40 | ADIAnalog Devices Inc. | 572,634 | $157.0B | 0.53% | |
| 41 | PHParker-Hannifin Corp. | 164,111 | $143.0B | 0.48% | |
| 42 | KLACKLA Corp. | 96,480 | $117.0B | 0.39% | |
| 43 | COMPCompass Inc | 6,934,620 | $73.0B | 0.24% | |
| 44 | IWFISHARES TR RSSLL 1000 GRWT | 70,412 | $33.0B | 0.11% | |
| 45 | MCOMoody`s Corp. | 24,150 | $12.0B | 0.04% | |
| 46 | TTTrane Technologies plc | 28,162 | $10.0B | 0.03% | |
| 47 | VUGVANGUARD INDEX TR GROWTH VIPER | 14,044 | $6.0B | 0.02% | |
| 48 | LRCXLAM RESEARCH CORP COM NEW | 21,970 | $3.0B | 0.01% | |
| 49 | GOOGLALPHABET CLASS A | 9,174 | $2.0B | 0.01% | |
| 50 | IVWISHARES TR S&P500/BARRA GW | 10,414 | $1.0B | 0.00% | |
| 51 | CMGCHIPOTLE MEXICAN GRILL INC CL | 29,040 | $1.0B | 0.00% | |
| 52 | ORLYO'REILLY AUTOMOTIVE INC NEW CO | 14,830 | $1.0B | 0.00% | |
| 53 | UBERUBER TECHNOLOGIES INC COM | 5,889 | $0 | 0.00% | |
| 54 | LINLINDE PLC SHS | 481 | $0 | 0.00% | |
| 55 | BKNGBOOKING HLDGS INC | 143 | $0 | 0.00% | |
| 56 | VRTVERTIV HOLDINGS CO COM CL A | 4,384 | $0 | 0.00% | |
| 57 | ASMLASML HOLDING N V N Y REGISTRY | 190 | $0 | 0.00% | |
| 58 | ALNYALNYLAM PHARMACEUTICALS INC CO | 1,266 | $0 | 0.00% | |
| 59 | SNPSSYNOPSYS INC COM | 1,093 | $0 | 0.00% | |
| 60 | MLB1MERCADOLIBRE INC COM | 206 | $0 | 0.00% | |
| 61 | WDAYWORKDAY INC CL A | 1,481 | $0 | 0.00% | |
| 62 | BSXBOSTON SCIENTIFIC CORP COM | 9,403 | $0 | 0.00% |