Filed: 5/14/2025ACC: 0000900973-25-000006
📋 What this filing means
WINSLOW CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $25.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$25.07B
Total AUM (reported)
127.89M
Total Shares
Allocation by class
COM$25.04B99.9%
ETF-EQUITY$27.98M0.1%
Portfolio Concentration
Top 3$6.00B23.9%
4–10$6.71B26.8%
11–25$7.05B28.1%
Rest$5.31B21.2%
Top 3 weight
23.9%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 127.89M
Sole
Full voting authority
60.25M
shares
% of voting shares47.1%
Shared
Joint voting authority
66.17M
shares
% of voting shares51.7%
None
No voting authority
1.47M
shares
% of voting shares1.1%
Investment Discretion (by position count)
Sole0
Shared0
Other65
Dominant voting typeShared · 51.7% of voting shares
Institutional Holdings65
Rows:
Microsoft Corp
DFNDShares6.27M
TypeSH
Market value$2.35B
9.39%
Sole
2.66M
Shared
3.53M
None
80.71K
Amazon Com Inc
DFNDShares9.95M
TypeSH
Market value$1.89B
7.55%
Sole
4.36M
Shared
5.45M
None
135.88K
Nvidia Corp
DFNDShares16.19M
TypeSH
Market value$1.75B
7.00%
Sole
7.25M
Shared
8.73M
None
217.98K
Apple Inc
DFNDShares6.75M
TypeSH
Market value$1.50B
5.98%
Sole
2.76M
Shared
3.91M
None
83.23K
Meta Platforms Inc
DFNDShares2.34M
TypeSH
Market value$1.35B
5.37%
Sole
950.24K
Shared
1.36M
None
29.93K
Broadcom Limited
DFNDShares5.81M
TypeSH
Market value$973.48M
3.88%
Sole
2.37M
Shared
3.38M
None
72.17K
Lilly Eli & Co
DFNDShares1.14M
TypeSH
Market value$941.77M
3.76%
Sole
449.75K
Shared
677.35K
None
13.19K
Mastercard Inc
DFNDShares1.33M
TypeSH
Market value$727.75M
2.90%
Sole
536.37K
Shared
775.49K
None
15.86K
Spotify Technology Sa
DFNDShares1.13M
TypeSH
Market value$619.38M
2.47%
Sole
415.66K
Shared
698.02K
None
12.40K
Visa Inc
DFNDShares1.71M
TypeSH
Market value$598.61M
2.39%
Sole
705.33K
Shared
981.45K
None
21.27K
Alphabet Inc Cl A
DFNDShares3.68M
TypeSH
Market value$569.14M
2.27%
Sole
1.60M
Shared
2.03M
None
49.22K
Lam Research Corp
DFNDShares7.77M
TypeSH
Market value$564.87M
2.25%
Sole
3.35M
Shared
4.32M
None
99.34K
Intuitive Surgical Inc
DFNDShares1.12M
TypeSH
Market value$553.18M
2.21%
Sole
424.60K
Shared
679.73K
None
12.60K
Servicenow Inc
DFNDShares668.02K
TypeSH
Market value$531.84M
2.12%
Sole
275.48K
Shared
384.40K
None
8.13K
Netflix Inc
DFNDShares561.16K
TypeSH
Market value$523.30M
2.09%
Sole
222.82K
Shared
331.31K
None
7.03K
Fair Isaac Corp
DFNDShares266.41K
TypeSH
Market value$491.31M
1.96%
Sole
109.19K
Shared
153.93K
None
3.29K
Alphabet Inc Cl C
DFNDShares3.11M
TypeSH
Market value$485.15M
1.94%
Sole
1.25M
Shared
1.82M
None
38.40K
LPL Financial Holdings Inc
DFNDShares1.46M
TypeSH
Market value$476.87M
1.90%
Sole
577.94K
Shared
861.71K
None
18.06K
GE Aerospace
DFNDShares2.32M
TypeSH
Market value$464.38M
1.85%
Sole
944.69K
Shared
1.35M
None
29.15K
Chipotle Mexican Grill
DFNDShares8.91M
TypeSH
Market value$447.46M
1.78%
Sole
3.68M
Shared
5.12M
None
115.98K
Tesla Inc
DFNDShares1.63M
TypeSH
Market value$422.51M
1.69%
Sole
638.40K
Shared
971.68K
None
20.24K
Booking Holdings Inc
DFNDShares87.36K
TypeSH
Market value$402.48M
1.61%
Sole
34.61K
Shared
51.71K
None
1.04K
Cintas Corp
DFNDShares1.92M
TypeSH
Market value$395.44M
1.58%
Sole
637.59K
Shared
1.27M
None
19.38K
Stryker Corp
DFNDShares976.29K
TypeSH
Market value$363.42M
1.45%
Sole
359.58K
Shared
605.68K
None
11.02K
Howmet Aerospace Inc
DFNDShares2.77M
TypeSH
Market value$358.77M
1.43%
Sole
1.17M
Shared
1.56M
None
35.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpDFND | COM | 6.27M | SH | $2.35B 9.39% | 2.66M | 3.53M | 80.71K |
Amazon Com IncDFND | COM | 9.95M | SH | $1.89B 7.55% | 4.36M | 5.45M | 135.88K |
Nvidia CorpDFND | COM | 16.19M | SH | $1.75B 7.00% | 7.25M | 8.73M | 217.98K |
Apple IncDFND | COM | 6.75M | SH | $1.50B 5.98% | 2.76M | 3.91M | 83.23K |
Meta Platforms IncDFND | COM | 2.34M | SH | $1.35B 5.37% | 950.24K | 1.36M | 29.93K |
Broadcom LimitedDFND | COM | 5.81M | SH | $973.48M 3.88% | 2.37M | 3.38M | 72.17K |
Lilly Eli & CoDFND | COM | 1.14M | SH | $941.77M 3.76% | 449.75K | 677.35K | 13.19K |
Mastercard IncDFND | COM | 1.33M | SH | $727.75M 2.90% | 536.37K | 775.49K | 15.86K |
Spotify Technology SaDFND | COM | 1.13M | SH | $619.38M 2.47% | 415.66K | 698.02K | 12.40K |
Visa IncDFND | COM | 1.71M | SH | $598.61M 2.39% | 705.33K | 981.45K | 21.27K |
Alphabet Inc Cl ADFND | COM | 3.68M | SH | $569.14M 2.27% | 1.60M | 2.03M | 49.22K |
Lam Research CorpDFND | COM | 7.77M | SH | $564.87M 2.25% | 3.35M | 4.32M | 99.34K |
Intuitive Surgical IncDFND | COM | 1.12M | SH | $553.18M 2.21% | 424.60K | 679.73K | 12.60K |
Servicenow IncDFND | COM | 668.02K | SH | $531.84M 2.12% | 275.48K | 384.40K | 8.13K |
Netflix IncDFND | COM | 561.16K | SH | $523.30M 2.09% | 222.82K | 331.31K | 7.03K |
Fair Isaac CorpDFND | COM | 266.41K | SH | $491.31M 1.96% | 109.19K | 153.93K | 3.29K |
Alphabet Inc Cl CDFND | COM | 3.11M | SH | $485.15M 1.94% | 1.25M | 1.82M | 38.40K |
LPL Financial Holdings IncDFND | COM | 1.46M | SH | $476.87M 1.90% | 577.94K | 861.71K | 18.06K |
GE AerospaceDFND | COM | 2.32M | SH | $464.38M 1.85% | 944.69K | 1.35M | 29.15K |
Chipotle Mexican GrillDFND | COM | 8.91M | SH | $447.46M 1.78% | 3.68M | 5.12M | 115.98K |
Tesla IncDFND | COM | 1.63M | SH | $422.51M 1.69% | 638.40K | 971.68K | 20.24K |
Booking Holdings IncDFND | COM | 87.36K | SH | $402.48M 1.61% | 34.61K | 51.71K | 1.04K |
Cintas CorpDFND | COM | 1.92M | SH | $395.44M 1.58% | 637.59K | 1.27M | 19.38K |
Stryker CorpDFND | COM | 976.29K | SH | $363.42M 1.45% | 359.58K | 605.68K | 11.02K |
Howmet Aerospace IncDFND | COM | 2.77M | SH | $358.77M 1.43% | 1.17M | 1.56M | 35.15K |
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