Winslow Capital Management, LLC

Q2 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2025
Date filed
8/13/2025
Form type
13F-HR
Num holdings
63
Total value ($000)
$29,941,488
Net value change ($000)
+4,870,681 (19.4%)
New positions
8
Sold out positions
10
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)

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

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

Snapshot: Change Analysis

Compared to Q1 2025
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)
MSFT 992,842 42.2%
NVDA 948,099 54.0%
INTU 782,677 NEW
SNOW 725,667 NEW
VRT 459,284 NEW
AVGO 378,506 38.9%
META 359,051 26.7%
ETN 291,814 164866.7%
NFLX 263,824 50.4%
V 249,118 41.6%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -567,484 -99.7%
GOOGL -482,958 -99.5%
ORLY -343,643 -99.6%
FISV -311,414 -100.0%
KKR -290,656 -99.7%
BSX -267,028 -99.6%
SNPS -266,588 -99.6%
CRM -194,318 -99.9%
GE -158,290 -34.1%
CTAS -82,675 -20.9%
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