Winslow Capital Management, LLC

FundMinneapolis · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$29.1B

Reported value of US stock holdings on Jun 30, the filing's own figure

66 positions · filed Aug 13, 44 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 13 · against the report before it

New positions

14, biggest 4

LITE Lumentum Holdings Inc 596K shares1.8% of this fund's holdings

no ticker Seagate Technology Holdings Plc 517K shares1.7% of this fund's holdings

no ticker Johnson Controls International plc 2.9M shares1.5% of this fund's holdings

CAT Caterpillar Inc. 351K shares1.3% of this fund's holdings

Sold out

8, biggest 4

BKNG Booking Holdings Inc All 322K shares

INTU Intuit Inc All 652K shares

SYK Stryker Corp. All 440K shares

CME CME Group Inc All 488K shares

Added to

18, biggest 4

GOOG Alphabet Inc +2.2M shares+32%

HLT Hilton Worldwide Holdings Inc +442K shares+25%

ANET Arista Networks Inc +1.4M shares+69%

V Visa Inc +115K shares+9%

Trimmed

30, biggest 4

NVDA NVIDIA Corp −1.1M shares−6%

AVGO Broadcom Inc −481K shares−9%

AAPL Apple Inc −4.4M shares−47%

AMZN Amazon.com Inc. −1.1M shares−21%

Top holdings

Reference, not news

Top holdings · 66 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA Corp 15.6M 10.7% −6%

2 GOOG Alphabet Inc 8.8M 10.7% +32%

3 AVGO Broadcom Inc 4.6M 6.0% −9%

4 AAPL Apple Inc 4.9M 4.9% −47%

5 AMZN Amazon.com Inc. 4.3M 3.5% −21%

6 MSFT Microsoft Corporation 2.3M 2.9% −49%

7 AMD Advanced Micro Devices Inc. 1.5M 2.9% −23%

8 LLY Lilly(Eli) & Co 694K 2.9% −8%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.