Winslow Capital Management, LLC Portfolio Holdings
Q3 2025•60 long positions•$30.3B portfolio value
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Holding70 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $3.5B 11.5% | +$289.5M Bought | 0.077% 18.7M shares | 17.1M → 18.7M +$289.5M | +9.07% | $4.54T Mega Cap | Q3 2019 Held for 6y 2m | |
Software - Infrastructure Technology | $3.4B 11.34% | -$51.5M Sold | 0.089% 6.6M shares | 6.7M → 6.6M −$51.5M | -1.48% | $3.85T Mega Cap | Q4 2015 Held for 9y 11m | |
Consumer Electronics Technology | $2.2B 7.19% | +$342.4M Bought | 0.058% 8.5M shares | 7.2M → 8.5M +$342.4M | +18.67% | $3.78T Mega Cap | Q3 2019 Held for 6y 2m | |
Specialty Retail Consumer Cyclical | $1.8B 5.86% | -$165.0M Sold | 0.076% 8.1M shares | 8.8M → 8.1M −$165.0M | -8.51% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $1.5B 5.05% | -$167.2M Sold | 0.083% 2.1M shares | 2.3M → 2.1M −$167.2M | -9.85% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $1.5B 4.97% | +$1.5B Bought | 0.051% 6.2M shares | 12.3K → 6.2M +$1.5B | +49,931.68% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Semiconductors Technology | $1.4B 4.79% | -$169.2M Sold | 0.093% 4.4M shares | 4.9M → 4.4M −$169.2M | -10.45% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $916.5M 3.03% | +$352.0M Bought | 0.114% 3.3M shares | 2.0M → 3.3M +$352.0M | +62.37% | $801.76B Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $908.7M 3.0% | +$177.3M Bought | 1.19% 4.0M shares | 3.2M → 4.0M +$177.3M | +24.24% | $76.4B Large Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $835.8M 2.76% | +$213.6M Bought | 0.057% 1.9M shares | 1.4M → 1.9M +$213.6M | +34.33% | $1.48T Mega Cap | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $717.3M 2.37% | +$67.6M Bought | 0.499% 1.0M shares | 930.9K → 1.0M +$67.6M | +10.4% | $143.63B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $699.3M 2.31% | +$133.9M Bought | 0.366% 759.9K shares | 614.4K → 759.9K +$133.9M | +23.68% | $190.98B Large Cap | Q2 2020 Held for 5y 5m | |
Financial - Credit Services Financial Services | $699.1M 2.31% | -$116.0M Sold | 0.106% 2.0M shares | 2.4M → 2.0M −$116.0M | -14.23% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $693.9M 2.29% | -$81.8M Sold | 0.135% 1.2M shares | 1.4M → 1.2M −$81.8M | -10.54% | $514.21B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $663.1M 2.19% | -$15.6M Sold | 0.348% 970.9K shares | 993.7K → 970.9K −$15.6M | -2.29% | $190.40B Large Cap | Q3 2015 Held for 10y 2m | |
Entertainment Communication Services | $618.3M 2.04% | -$86.4M Sold | 0.121% 515.7K shares | 587.8K → 515.7K −$86.4M | -12.27% | $509.45B Mega Cap | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $604.2M 2.0% | +$109.0M Bought | 0.52% 2.2M shares | 1.8M → 2.2M +$109.0M | +22.0% | $116.19B Large Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $593.0M 1.96% | -$318.7M Sold | 0.087% 777.1K shares | 1.2M → 777.1K −$318.7M | -34.96% | $684.00B Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $557.9M 1.84% | +$557.9M Bought | 0.212% 3.4M shares | — | — | $262.56B Mega Cap | Q3 2025 Held for 2 months | |
Hardware, Equipment & Parts Technology | $548.9M 1.81% | +$548.5M Bought | 0.363% 4.4M shares | 3.3K → 4.4M +$548.5M | +136,124.23% | $151.09B Large Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $484.1M 1.6% | +$99.7M Bought | 0.251% 3.3M shares | 2.6M → 3.3M +$99.7M | +25.93% | $193.14B Large Cap | Q3 2024 Held for 1y 2m | |
Industrial - Machinery Industrials | $380.2M 1.26% | +$74.1M Bought | 0.261% 1.0M shares | 817.9K → 1.0M +$74.1M | +24.2% | $145.70B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $374.5M 1.24% | +$374.5M New | 0.391% 1.1M shares | 0 → 1.1M +$374.5M | New | $95.7B Large Cap | Q3 2025 Held for 2 months | |
Travel Services Consumer Cyclical | $357.1M 1.18% | -$109.4M Sold | 0.204% 66.1K shares | 86.4K → 66.1K −$109.4M | -23.45% | $174.99B Large Cap | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $348.5M 1.15% | -$8.1M Sold | 0.247% 942.6K shares | 964.4K → 942.6K −$8.1M | -2.26% | $141.33B Large Cap | Q3 2024 Held for 1y 2m | |
Financial - Data & Stock Exchanges Financial Services | $348.4M 1.15% | +$348.4M Bought | 0.408% 731.1K shares | — | — | $85.5B Large Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $327.1M 1.08% | +$57.6M Bought | 0.581% 455.9K shares | 375.6K → 455.9K +$57.6M | +21.37% | $56.3B Large Cap | Q1 2025 Held for 8 months | |
Chemicals - Specialty Basic Materials | $322.6M 1.07% | -$6.6M Sold | 0.415% 1.2M shares | 1.2M → 1.2M −$6.6M | -2.01% | $77.7B Large Cap | Q1 2024 Held for 1y 8m | |
Industrial - Machinery Industrials | $316.3M 1.04% | -$19.7M Sold | 0.4% 1.6M shares | 1.7M → 1.6M −$19.7M | -5.87% | $79.1B Large Cap | Q4 2024 Held for 11 months | |
Medical - Instruments & Supplies Healthcare | $304.6M 1.01% | -$295.8M Sold | 0.19% 681.0K shares | 1.3M → 681.0K −$295.8M | -49.27% | $160.32B Large Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $303.2M 1.0% | -$54.5M Sold | 0.095% 1.0M shares | 1.2M → 1.0M −$54.5M | -15.24% | $319.00B Mega Cap | Q1 2024 Held for 1y 8m | |
Travel Lodging Consumer Cyclical | $291.6M 0.963% | -$199.9M Sold | 0.478% 1.1M shares | 1.9M → 1.1M −$199.9M | -40.67% | $61.0B Large Cap | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $274.5M 0.907% | -$56.6M Sold | 0.063% 1.5M shares | 1.8M → 1.5M −$56.6M | -17.09% | $432.76B Mega Cap | Q1 2025 Held for 8 months | |
Computer Hardware Technology | $236.5M 0.781% | +$236.5M Bought | 0.129% 1.6M shares | — | — | $183.14B Large Cap | Q3 2024 Held for 1y 2m | |
Asset Management Financial Services | $232.9M 0.769% | +$83.5M Bought | 0.664% 1.5M shares | 934.0K → 1.5M +$83.5M | +55.95% | $35.1B Large Cap | Q2 2025 Held for 5 months | |
Electrical Equipment & Parts Industrials | $202.2M 0.668% | -$337.4M Sold | 0.351% 1.3M shares | 3.6M → 1.3M −$337.4M | -62.52% | $57.6B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $197.4M 0.652% | +$197.4M Bought | 0.167% 84.5K shares | — | — | $118.48B Large Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $182.9M 0.604% | +$182.9M Bought | 0.351% 484.8K shares | — | — | $52.1B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $142.6M 0.471% | +$142.2M Bought | 0.118% 580.4K shares | 1.8K → 580.4K +$142.2M | +32,564.43% | $120.87B Large Cap | Q2 2021 Held for 4y 5m | |
Semiconductors Technology | $109.0M 0.36% | -$5.6M Sold | 0.077% 101.1K shares | 106.3K → 101.1K −$5.6M | -4.92% | $142.03B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $55.7M 0.184% | — | 1.24% 6.9M shares | — | — | $4.5B Mid Cap | Q2 2021 Held for 4y 5m | |
Engineering & Construction Industrials | $26.7M 0.088% | +$2.7M Bought | 0.092% 32.4K shares | 29.1K → 32.4K +$2.7M | +11.42% | $29.1B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $16.6M 0.055% | -$1.0M Sold | — 754.0K shares | 800.6K → 754.0K −$1.0M | -5.82% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.7M 0.039% | -$302.6K Sold | — 25.0K shares | 25.7K → 25.0K −$302.6K | -2.52% | — — | Q3 2016 Held for 9y 2m | |
Engineering & Construction Industrials | $3.3M 0.011% | +$3.3M New | 0.005% 8.0K shares | 0 → 8.0K +$3.3M | New | $61.8B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $3.0M 0.01% | +$3.0M Bought | 0.002% 22.7K shares | 8.3M → 22.7K −$1.1B | -99.73% | $168.85B Large Cap | Q4 2022 Held for 2y 11m | |
Construction Industrials | $2.3M 0.008% | +$2.3M Bought | 0.002% 5.5K shares | 873.7K → 5.5K −$366.3M | -99.37% | $93.9B Large Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.3M 0.007% | -$33.3K Sold | 0.0% 9.3K shares | 9.4K → 9.3K −$33.3K | -1.45% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $1.7M 0.006% | +$889.5K Bought | 0.001% 13.1K shares | 6.2K → 13.1K +$889.5K | +109.71% | $115.78B Large Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $1.7M 0.005% | -$81.1K Sold | 0.002% 15.4K shares | 16.1K → 15.4K −$81.1K | -4.66% | $91.5B Large Cap | Q1 2023 Held for 2y 8m |
