StockDriftsStockDriftsTop 50 Winslow Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 10.74% | 15.60M | $3.12B | -6.33%(-1.05M) | $32.50(+595.65%) | 2026-06-30 | |
| GOOG | Alphabet Inc | 10.7% | 8.80M | $3.11B | +32.48%(+2.16M) | $241.58(+41.84%) | 2026-06-30 | |
| AVGO | Broadcom Inc | 6.02% | 4.63M | $1.75B | -9.41%(-481.16K) | $143.29(+174.79%) | 2026-06-30 | |
| AAPL | Apple Inc | 4.86% | 4.88M | $1.41B | -47.32%(-4.38M) | $174.12(+75.39%) | 2026-06-30 | |
| AMZN | Amazon.com Inc. | 3.53% | 4.30M | $1.03B | -20.50%(-1.11M) | $104.02(+152.39%) | 2026-06-30 | |
| MSFT | Microsoft Corporation | 2.95% | 2.30M | $856.2M | -48.86%(-2.19M) | $175.81(+176.47%) | 2026-06-30 | |
| AMD | Advanced Micro Devices Inc. | 2.92% | 1.46M | $848.2M | -22.96%(-435.26K) | $188.71(+171.46%) | 2026-06-30 | |
| LLY | Lilly(Eli) & Co | 2.86% | 693.6K | $832.0M | -8.44%(-63.96K) | $640.06(+84.26%) | 2026-06-30 | |
| META | Meta Platforms Inc | 2.59% | 1.34M | $753.9M | -23.04%(-400.59K) | $291.20(+99.28%) | 2026-06-30 | |
| HLT | Hilton Worldwide Holdings Inc | 2.49% | 2.19M | $722.8M | +25.34%(+442.16K) | $229.06(+43.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.25% | +96.49% | +11.70% | +73.89% |
| Top 20 Holdings Unweighted | +26.09% | +100.49% | +11.99% | +76.17% |
Winslow Capital Management LLC reports $29.06B in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (10.7%), GOOG (10.7%) and AVGO (6.0%). The top 20 holdings account for 68.44% of reported assets. Its disclosed equity book has returned +96.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Winslow Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 900973). View Winslow Capital Management LLC’s 13F filings on SEC