Winslow Capital Management, LLC
13F filer · CIK 900973 · Minneapolis, MN
Summary
Winslow Capital Management, LLC reported $29.06B across 66 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are NVDA (10.7%), GOOG (10.7%), AVGO (6.0%). Versus 2026 Q1, leaving options aside, it opened 14 new positions, added to 19, trimmed 32 and sold out of 8.
Reported value$29.06B
Positions66
Report period2026 Q2
FiledAug 13, 2026
New positions14
Added19
Trimmed32
Sold out8
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.7%Value $3.12BPrice $228.86Shares 15.60M -6.33%Since Jun 30 +14.38%
Weight 10.7%Value $3.11BPrice $339.16Shares 8.80M +32.48%Since Jun 30 -4.01%
Weight 6.0%Value $1.75BPrice $355.10Shares 4.63M -9.41%Since Jun 30 -6.00%
Weight 4.9%Value $1.41BPrice $329.40Shares 4.88M -47.32%Since Jun 30 +13.84%
Weight 3.5%Value $1.03BPrice $246.67Shares 4.30M -20.50%Since Jun 30 +3.50%
Weight 2.9%Value $856.17MPrice $509.22Shares 2.30M -48.86%Since Jun 30 +36.51%
Weight 2.9%Value $848.22MPrice $607.57Shares 1.46M -22.96%Since Jun 30 +4.59%
Weight 2.9%Value $831.95MPrice $1185Shares 694K -8.44%Since Jun 30 -1.22%
Weight 2.6%Value $753.89MPrice $715.62Shares 1.34M -23.04%Since Jun 30 +27.04%
Weight 2.5%Value $722.77MPrice $320.28Shares 2.19M +25.34%Since Jun 30 -3.08%
Weight 2.4%Value $693.03MPrice $1834Shares 348K -0.66%Since Jun 30 -7.79%
Weight 2.2%Value $645.81MPrice $1054Shares 559K -4.14%Since Jun 30 -8.69%
Weight 2.2%Value $638.41MPrice $318.24Shares 1.71M -28.43%Since Jun 30 -14.85%
Weight 2.0%Value $592.03MPrice $202.86Shares 3.48M +68.74%Since Jun 30 +19.41%
Weight 1.8%Value $511.03MPrice $921.32Shares 596KSince Jun 30 +7.37%
Weight 1.7%Value $505.11MPrice $367.74Shares 1.47M +8.51%Since Jun 30 +7.18%
Weight 1.7%Value $498.91MPrice $921.51Shares 517KSince Jun 30 -4.51%
Weight 1.7%Value $483.77MPrice $357.45Shares 1.15M -21.18%Since Jun 30 -15.01%
Weight 1.6%Value $460.05MPrice $189.17Shares 1.52M +848.38%Since Jun 30 -37.30%
Weight 1.5%Value $430.45MPrice $148.89Shares 2.95MSince Jun 30 +1.90%
Weight 1.5%Value $423.89MPrice $949.77Shares 361K -32.43%Since Jun 30 -19.16%
Weight 1.4%Value $396.80MPrice $398.22Shares 999K +10.22%Since Jun 30 +0.26%
Weight 1.4%Value $393.35MPrice $452.06Shares 801K +1.05%Since Jun 30 -7.96%
Weight 1.3%Value $389.18MPrice $244.04Shares 1.16M +34.42%Since Jun 30 -27.11%
Weight 1.3%Value $379.82MPrice $228.32Shares 1.41M -4.97%Since Jun 30 -15.08%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.7% | $3.12B | +14.38% | -6.33% | Trim | |
| 10.7% | $3.11B | -4.01% | +32.48% | Add | |
| 6.0% | $1.75B | -6.00% | -9.41% | Trim | |
| 4.9% | $1.41B | +13.84% | -47.32% | Trim | |
| 3.5% | $1.03B | +3.50% | -20.50% | Trim | |
| 2.9% | $856.17M | +36.51% | -48.86% | Trim | |
| 2.9% | $848.22M | +4.59% | -22.96% | Trim | |
| 2.9% | $831.95M | -1.22% | -8.44% | Trim | |
| 2.6% | $753.89M | +27.04% | -23.04% | Trim | |
| 2.5% | $722.77M | -3.08% | +25.34% | Add | |
| 2.4% | $693.03M | -7.79% | -0.66% | Trim | |
| 2.2% | $645.81M | -8.69% | -4.14% | Trim | |
| 2.2% | $638.41M | -14.85% | -28.43% | Trim | |
| 2.0% | $592.03M | +19.41% | +68.74% | Add | |
| 1.8% | $511.03M | +7.37% | — | New | |
| 1.7% | $505.11M | +7.18% | +8.51% | Add | |
| 1.7% | $498.91M | -4.51% | — | New | |
| 1.7% | $483.77M | -15.01% | -21.18% | Trim | |
| 1.6% | $460.05M | -37.30% | +848.38% | Add | |
| 1.5% | $430.45M | +1.90% | — | New | |
| 1.5% | $423.89M | -19.16% | -32.43% | Trim | |
| 1.4% | $396.80M | +0.26% | +10.22% | Add | |
| 1.4% | $393.35M | -7.96% | +1.05% | Add | |
| 1.3% | $389.18M | -27.11% | +34.42% | Add | |
| 1.3% | $379.82M | -15.08% | -4.97% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.