Winslow Capital Management, LLC

Q3 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$27,694,464
Net value change ($000)
-1,365,167 (-4.7%)
New positions
8
Sold out positions
9
Turnover %
12.2%
Sector allocation + QoQ delta (equities-only)

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

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 860,660 100.5%
NVDA 540,521 17.3%
SPOT 452,706 35066.3%
NDAQ 437,856 NEW
V 431,119 85.4%
PLTR 363,326 157.6%
DHR 354,966 NEW
RVMD 260,191 NEW
META 259,989 34.5%
APH 256,310 71.1%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -838,694 -47.9%
TSLA -471,749 -97.5%
GEV -422,803 -99.7%
TT -392,181 -99.7%
VRT -388,752 -99.9%
HWM -377,987 -99.5%
ELAN -332,509 -100.0%
APP -329,934 -100.0%
MCK -317,761 -100.0%
CHRW -306,518 -99.8%
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