Winslow Capital Management, LLC

Q1 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$25,648,414
Net value change ($000)
-4,154,307 (-13.9%)
New positions
9
Sold out positions
11
Turnover %
16.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ASML 462,974 228066.0%
BKNG 344,976 45036.0%
ELAN 325,792 NEW
TT 319,318 2913.2%
GE 278,914 70.0%
ORLY 271,067 20034.5%
CHRW 262,888 NEW
PLTR 243,199 93.0%
VRT 215,973 30418.7%
AMD 207,853 116.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,402,078 -45.8%
AMZN -743,911 -39.7%
DASH -531,709 -100.0%
VRTX -405,098 -100.0%
NOW -373,153 -87.7%
CDNS -360,831 -100.0%
SPOT -343,165 -53.3%
CTAS -342,503 -100.0%
APH -333,905 -66.6%
INTU -319,875 -53.2%
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