Filed: 2/13/2025ACC: 0000900973-25-000002
📋 What this filing means
WINSLOW CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $28.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$28.15B
Total AUM (reported)
132.04M
Total Shares
Allocation by class
COM$28.12B99.9%
ETF-EQUITY$23.80M0.1%
Portfolio Concentration
Top 3$7.71B27.4%
4–10$7.36B26.2%
11–25$7.52B26.7%
Rest$5.56B19.8%
Top 3 weight
27.4%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 132.04M
Sole
Full voting authority
59.45M
shares
% of voting shares45.0%
Shared
Joint voting authority
71.10M
shares
% of voting shares53.8%
None
No voting authority
1.49M
shares
% of voting shares1.1%
Investment Discretion (by position count)
Sole0
Shared0
Other68
Dominant voting typeShared · 53.8% of voting shares
Institutional Holdings68
Rows:
Microsoft Corp
DFNDShares6.96M
TypeSH
Market value$2.93B
10.42%
Sole
3.13M
Shared
3.73M
None
97.03K
Nvidia Corp
DFNDShares18.34M
TypeSH
Market value$2.46B
8.75%
Sole
7.60M
Shared
10.50M
None
234.94K
Amazon Com Inc
DFNDShares10.53M
TypeSH
Market value$2.31B
8.21%
Sole
4.66M
Shared
5.72M
None
148.39K
Apple Inc
DFNDShares7.31M
TypeSH
Market value$1.83B
6.51%
Sole
3.09M
Shared
4.12M
None
95.97K
Meta Platforms Inc
DFNDShares2.41M
TypeSH
Market value$1.41B
5.02%
Sole
850.72K
Shared
1.53M
None
29.76K
Broadcom Limited
DFNDShares4.36M
TypeSH
Market value$1.01B
3.59%
Sole
1.76M
Shared
2.55M
None
55.27K
Alphabet Inc Cl A
DFNDShares4.48M
TypeSH
Market value$848.04M
3.01%
Sole
2.25M
Shared
2.16M
None
71.37K
Tesla Inc
DFNDShares1.97M
TypeSH
Market value$797.48M
2.83%
Sole
787.98K
Shared
1.16M
None
26.24K
Alphabet Inc Cl C
DFNDShares3.89M
TypeSH
Market value$740.48M
2.63%
Sole
1.89M
Shared
1.94M
None
59.88K
Mastercard Inc
DFNDShares1.37M
TypeSH
Market value$722.32M
2.57%
Sole
540.70K
Shared
814.54K
None
16.51K
Gallagher Arthur J & Co
DFNDShares2.53M
TypeSH
Market value$719.49M
2.56%
Sole
1.02M
Shared
1.48M
None
31.45K
Spotify Technology Sa
DFNDShares1.49M
TypeSH
Market value$666.32M
2.37%
Sole
593.92K
Shared
877.23K
None
18.23K
Lilly Eli & Co
DFNDShares776.34K
TypeSH
Market value$599.33M
2.13%
Sole
278.52K
Shared
489.58K
None
8.24K
Intuitive Surgical Inc
DFNDShares1.08M
TypeSH
Market value$564.03M
2.00%
Sole
386.60K
Shared
682.17K
None
11.83K
Servicenow Inc
DFNDShares522.95K
TypeSH
Market value$554.39M
1.97%
Sole
214.16K
Shared
302.30K
None
6.50K
Oracle Corp
DFNDShares3.07M
TypeSH
Market value$510.95M
1.82%
Sole
1.24M
Shared
1.78M
None
38.63K
Chipotle Mexican Grill
DFNDShares7.87M
TypeSH
Market value$474.38M
1.69%
Sole
3.29M
Shared
4.48M
None
101.85K
O Reilly Automotive Inc
DFNDShares387.26K
TypeSH
Market value$459.22M
1.63%
Sole
156.81K
Shared
225.54K
None
4.91K
Kkr & Co Inc
DFNDShares3.07M
TypeSH
Market value$454.60M
1.62%
Sole
1.05M
Shared
2M
None
30.82K
GE Aerospace
DFNDShares2.69M
TypeSH
Market value$449.17M
1.60%
Sole
1.01M
Shared
1.65M
None
32.14K
Booking Holdings Inc
DFNDShares88.75K
TypeSH
Market value$440.97M
1.57%
Sole
33.56K
Shared
54.16K
None
1.02K
Trane Technologies Plc
DFNDShares1.18M
TypeSH
Market value$437.03M
1.55%
Sole
457.88K
Shared
711.51K
None
13.84K
Workday Inc
DFNDShares1.55M
TypeSH
Market value$399.24M
1.42%
Sole
541.90K
Shared
989.38K
None
15.98K
Automatic Data Process
DFNDShares1.36M
TypeSH
Market value$396.71M
1.41%
Sole
561.26K
Shared
777.18K
None
16.79K
Eaton Corp Plc
DFNDShares1.17M
TypeSH
Market value$389.88M
1.39%
Sole
430.80K
Shared
729.24K
None
14.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpDFND | COM | 6.96M | SH | $2.93B 10.42% | 3.13M | 3.73M | 97.03K |
Nvidia CorpDFND | COM | 18.34M | SH | $2.46B 8.75% | 7.60M | 10.50M | 234.94K |
Amazon Com IncDFND | COM | 10.53M | SH | $2.31B 8.21% | 4.66M | 5.72M | 148.39K |
Apple IncDFND | COM | 7.31M | SH | $1.83B 6.51% | 3.09M | 4.12M | 95.97K |
Meta Platforms IncDFND | COM | 2.41M | SH | $1.41B 5.02% | 850.72K | 1.53M | 29.76K |
Broadcom LimitedDFND | COM | 4.36M | SH | $1.01B 3.59% | 1.76M | 2.55M | 55.27K |
Alphabet Inc Cl ADFND | COM | 4.48M | SH | $848.04M 3.01% | 2.25M | 2.16M | 71.37K |
Tesla IncDFND | COM | 1.97M | SH | $797.48M 2.83% | 787.98K | 1.16M | 26.24K |
Alphabet Inc Cl CDFND | COM | 3.89M | SH | $740.48M 2.63% | 1.89M | 1.94M | 59.88K |
Mastercard IncDFND | COM | 1.37M | SH | $722.32M 2.57% | 540.70K | 814.54K | 16.51K |
Gallagher Arthur J & CoDFND | COM | 2.53M | SH | $719.49M 2.56% | 1.02M | 1.48M | 31.45K |
Spotify Technology SaDFND | COM | 1.49M | SH | $666.32M 2.37% | 593.92K | 877.23K | 18.23K |
Lilly Eli & CoDFND | COM | 776.34K | SH | $599.33M 2.13% | 278.52K | 489.58K | 8.24K |
Intuitive Surgical IncDFND | COM | 1.08M | SH | $564.03M 2.00% | 386.60K | 682.17K | 11.83K |
Servicenow IncDFND | COM | 522.95K | SH | $554.39M 1.97% | 214.16K | 302.30K | 6.50K |
Oracle CorpDFND | COM | 3.07M | SH | $510.95M 1.82% | 1.24M | 1.78M | 38.63K |
Chipotle Mexican GrillDFND | COM | 7.87M | SH | $474.38M 1.69% | 3.29M | 4.48M | 101.85K |
O Reilly Automotive IncDFND | COM | 387.26K | SH | $459.22M 1.63% | 156.81K | 225.54K | 4.91K |
Kkr & Co IncDFND | COM | 3.07M | SH | $454.60M 1.62% | 1.05M | 2M | 30.82K |
GE AerospaceDFND | COM | 2.69M | SH | $449.17M 1.60% | 1.01M | 1.65M | 32.14K |
Booking Holdings IncDFND | COM | 88.75K | SH | $440.97M 1.57% | 33.56K | 54.16K | 1.02K |
Trane Technologies PlcDFND | COM | 1.18M | SH | $437.03M 1.55% | 457.88K | 711.51K | 13.84K |
Workday IncDFND | COM | 1.55M | SH | $399.24M 1.42% | 541.90K | 989.38K | 15.98K |
Automatic Data ProcessDFND | COM | 1.36M | SH | $396.71M 1.41% | 561.26K | 777.18K | 16.79K |
Eaton Corp PlcDFND | COM | 1.17M | SH | $389.88M 1.39% | 430.80K | 729.24K | 14.77K |
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