Winslow Capital Management, LLC

Q2 2026 13F-HR Detailed Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
163
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

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 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.
Filter:
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 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 028-00331
2 Nuveen, LLC 028-25561
3 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 028-06325