Winslow Capital Management, LLC

Q2 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$29,059,631
Net value change ($000)
+3,411,217 (13.3%)
New positions
14
Sold out positions
8
Turnover %
16.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 1,203,869 63.2%
LITE 511,027 NEW
STX 498,911 NEW
AMD 462,637 120.0%
MU 448,620 227.5%
JCI 430,450 NEW
CAT 373,539 NEW
AFRM 373,300 NEW
ANET 338,451 133.5%
MSCI 296,627 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -938,505 -39.9%
MSFT -805,339 -48.5%
NFLX -602,128 -99.9%
ISRG -531,951 -99.4%
SNOW -485,164 -99.7%
BKNG -345,742 -100.0%
SPOT -299,790 -99.6%
INTU -281,746 -100.0%
PLTR -274,241 -54.3%
META -241,018 -24.2%
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