1y return+7.2%S&P 500 +20.9%
3y return+79.4%S&P 500 +68.5%
5y return+68.0%S&P 500 +74.5%
10y return+394.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $494 against $357 in the S&P 500.2
Winslow Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANVIDIA Corp | $3.1B | 10.7% | −6.3% |
| GOOGAlphabet Inc | $3.1B | 10.7% | +32.5% |
| AVGOBroadcom Inc | $1.8B | 6.0% | −9.4% |
| AAPLApple Inc | $1.4B | 4.9% | −47.3% |
| AMZNAmazon.com Inc. | $1.0B | 3.5% | −20.5% |
| MSFTMicrosoft Corporation | $856.2M | 2.9% | −48.9% |
| AMDAdvanced Micro Devices Inc. | $848.2M | 2.9% | −23.0% |
| LLYLilly(Eli) & Co | $832.0M | 2.9% | −8.4% |
| METAMeta Platforms Inc | $753.9M | 2.6% | −23.0% |
| HLTHilton Worldwide Holdings Inc | $722.8M | 2.5% | +25.3% |
| ASML Holding NVCUSIP N07059210 | $693.0M | 2.4% | |
| MUMicron Technology Inc. | $645.8M | 2.2% | −4.1% |
| GEGE Aerospace | $638.4M | 2.2% | −28.4% |
| ANETArista Networks Inc | $592.0M | 2.0% | +68.7% |
| LITELumentum Holdings Inc | $511.0M | 1.8% | New |
| VVisa Inc | $505.1M | 1.7% | +8.5% |
| Seagate Technology Holdings PlcCUSIP G7997R103 | $498.9M | 1.7% | New |
| TSLATesla Inc | $483.8M | 1.7% | −21.2% |
| KLACKLA Corp. | $460.0M | 1.6% | +848.4% |
| Johnson Controls International plcCUSIP G51502105 | $430.5M | 1.5% | New |
| GEVGE Vernova Inc. | $423.9M | 1.5% | −32.4% |
| ADIAnalog Devices Inc. | $396.8M | 1.4% | +10.2% |
| Trane Technologies plcCUSIP G8994E103 | $393.3M | 1.4% | +1.0% |
| VRTVertiv Holdings Co | $389.2M | 1.3% | +34.4% |
| HWMHowmet Aerospace Inc | $379.8M | 1.3% | −5.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corp | June 30, 2020 | +2006.7% | $3.1B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $3.1B |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $1.8B |
| AMDAdvanced Micro Devices Inc. | September 30, 2025 | +259.1% | $848.2M |
| PHParker-Hannifin Corp. | March 31, 2023 | +191.0% | $318.1M |
| HLTHilton Worldwide Holdings Inc | March 31, 2021 | +173.3% | $722.8M |
| APHAmphenol Corp. | September 30, 2024 | +170.6% | $360.5M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $753.9M |
| VRTVertiv Holdings Co | June 30, 2025 | +160.7% | $389.2M |
| LLYLilly(Eli) & Co | June 30, 2023 | +155.8% | $832.0M |
Sold off last quarter
- BKNGBooking Holdings Inc was $345.7M
- INTUIntuit Inc was $281.7M
- SYKStryker Corp. was $144.6M
- CMECME Group Inc was $144.2M
- NOWServiceNow Inc was $52.3M
- TEAMAtlassian Corporation was $39.0M
- BSXBoston Scientific Corp Com was $295K
- MELIMercadolibre Inc Com was $244K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.7% | +14.8% |
| March 31, 2026 | −11.8% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +4.6% | +7.8% |
| June 30, 2025 | +20.6% | +10.5% |
| March 31, 2025 | −7.7% | −4.6% |
| December 31, 2024 | +5.4% | +2.1% |
| September 30, 2024 | +2.1% | +5.4% |
| June 30, 2024 | +7.4% | +4.0% |
| March 31, 2024 | +13.7% | +10.0% |
| December 31, 2023 | +18.8% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +13.5% | +8.3% |
| March 31, 2023 | +11.2% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −22.2% | −16.5% |
| March 31, 2022 | −12.9% | −4.9% |
| December 31, 2021 | +7.0% | +10.7% |
| September 30, 2021 | +1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Winslow Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=900973&type=13F-HR&dateb=&owner=include&count=40CIK 900973
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/900973/000090097326000006/Filed August 13, 2026 · accession 0000900973-26-000006