Winslow Capital Management, LLC

Q4 2024 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
68
Total value ($000)
$28,148,259
Net value change ($000)
+318,116 (1.1%)
New positions
11
Sold out positions
4
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AJG 719,489 NEW
TSLA 449,738 129.3%
ADP 396,714 NEW
FISV 363,031 NEW
BKNG 280,279 174.4%
AMZN 275,109 13.5%
HWM 265,844 NEW
NVDA 210,613 9.4%
CTAS 196,057 NEW
SNOW 172,683 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMD -485,255 -100.0%
UBER -438,907 -99.8%
MELI -423,751 -99.9%
ASML -356,716 -99.8%
SBUX -352,612 -99.9%
WCN -337,236 -100.0%
FICO -189,690 -37.4%
MSFT -171,314 -5.5%
INTU -163,258 -37.2%
ADBE -127,071 -53.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type