Winslow Capital Management, LLC

Q2 2025 13F-HR Detailed Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2025
Date filed
8/13/2025
Form type
13F-HR
Num holdings
148
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 5/14/2025 Next filing: 11/13/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Nuveen, LLC 028-25561
2 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 028-06325
3 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 028-00331