Winslow Capital Management, LLC

Q3 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
60
Total value ($000)
$30,272,568
Net value change ($000)
+331,080 (1.1%)
New positions
7
Sold out positions
10
Turnover %
12.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GOOGL 1,502,075 68587.9%
NVDA 778,660 28.8%
AAPL 698,755 47.3%
AMD 557,866 NEW
APH 548,566 170362.1%
ORCL 477,686 108.9%
TSLA 391,370 88.1%
CDNS 374,493 NEW
MCO 348,350 NEW
ANET 236,546 NEW
Top Reduces (Value $000, Stocks/ETFs)
LRCX -805,862 -99.6%
CMG -599,684 -99.8%
LPLA -443,615 -100.0%
ISRG -424,958 -58.3%
FICO -418,945 -100.0%
ALNY -383,342 -99.8%
TT -379,844 -99.4%
TXN -342,405 -99.9%
WDAY -340,201 -99.8%
LLY -338,435 -36.3%
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