Filed: 8/13/2025ACC: 0000900973-25-000008
📋 What this filing means
WINSLOW CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $29.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$29.94B
Total AUM (reported)
126.70M
Total Shares
Allocation by class
COM$29.93B100.0%
ETF-EQUITY$11.94M0.0%
Portfolio Concentration
Top 3$7.99B26.7%
4–10$7.91B26.4%
11–25$8.61B28.8%
Rest$5.43B18.2%
Top 3 weight
26.7%
Top 10 weight
53.1%
Voting Authority Distribution
Total shares with voting rights: 126.70M
Sole
Full voting authority
59.34M
shares
% of voting shares46.8%
Shared
Joint voting authority
65.90M
shares
% of voting shares52.0%
None
No voting authority
1.46M
shares
% of voting shares1.2%
Investment Discretion (by position count)
Sole0
Shared0
Other63
Dominant voting typeShared · 52.0% of voting shares
Institutional Holdings63
Rows:
Microsoft Corp
DFNDShares6.73M
TypeSH
Market value$3.35B
11.18%
Sole
3.15M
Shared
3.49M
None
94.52K
Nvidia Corp
DFNDShares17.11M
TypeSH
Market value$2.70B
9.03%
Sole
8.25M
Shared
8.61M
None
244.41K
Amazon Com Inc
DFNDShares8.83M
TypeSH
Market value$1.94B
6.47%
Sole
3.58M
Shared
5.13M
None
109.25K
Meta Platforms Inc
DFNDShares2.31M
TypeSH
Market value$1.71B
5.69%
Sole
974.39K
Shared
1.31M
None
29.27K
Apple Inc
DFNDShares7.20M
TypeSH
Market value$1.48B
4.94%
Sole
3.12M
Shared
4M
None
92.51K
Broadcom Limited
DFNDShares4.90M
TypeSH
Market value$1.35B
4.52%
Sole
1.76M
Shared
3.09M
None
52.42K
Lilly Eli & Co
DFNDShares1.19M
TypeSH
Market value$931.39M
3.11%
Sole
489.90K
Shared
690.76K
None
14.15K
Visa Inc
DFNDShares2.39M
TypeSH
Market value$847.72M
2.83%
Sole
1M
Shared
1.36M
None
29.35K
Lam Research Corp
DFNDShares8.31M
TypeSH
Market value$808.91M
2.70%
Sole
3.37M
Shared
4.84M
None
99.74K
Netflix Inc
DFNDShares587.79K
TypeSH
Market value$787.12M
2.63%
Sole
227.74K
Shared
353.12K
None
6.92K
Intuit Inc
DFNDShares993.71K
TypeSH
Market value$782.68M
2.61%
Sole
433.87K
Shared
546.86K
None
12.98K
Mastercard Inc
DFNDShares1.36M
TypeSH
Market value$766.29M
2.56%
Sole
582.42K
Shared
764.16K
None
17.07K
Intuitive Surgical Inc
DFNDShares1.34M
TypeSH
Market value$729.51M
2.44%
Sole
555.18K
Shared
770.90K
None
16.39K
Snowflake Inc Cl A
DFNDShares3.24M
TypeSH
Market value$725.67M
2.42%
Sole
1.28M
Shared
1.92M
None
39.04K
Spotify Technology Sa
DFNDShares930.87K
TypeSH
Market value$714.29M
2.39%
Sole
352.68K
Shared
567.87K
None
10.32K
Servicenow Inc
DFNDShares614.38K
TypeSH
Market value$631.63M
2.11%
Sole
247.22K
Shared
360.03K
None
7.13K
Chipotle Mexican Grill
DFNDShares10.71M
TypeSH
Market value$601.14M
2.01%
Sole
4.48M
Shared
6.10M
None
133.92K
Hilton Worldwide Holding
DFNDShares1.89M
TypeSH
Market value$504.53M
1.69%
Sole
829.06K
Shared
1.04M
None
25.21K
Booking Holdings Inc
DFNDShares86.39K
TypeSH
Market value$500.10M
1.67%
Sole
34.58K
Shared
50.76K
None
1.04K
Vertiv Holdings Co Cl A
DFNDShares3.58M
TypeSH
Market value$459.28M
1.53%
Sole
1.47M
Shared
2.06M
None
44.24K
Doordash Inc Cl A
DFNDShares1.82M
TypeSH
Market value$448.86M
1.50%
Sole
767.21K
Shared
1.03M
None
22.96K
Tesla Inc
DFNDShares1.40M
TypeSH
Market value$444.41M
1.48%
Sole
542.32K
Shared
840.20K
None
16.48K
LPL Financial Holdings Inc
DFNDShares1.18M
TypeSH
Market value$443.62M
1.48%
Sole
504.59K
Shared
663.30K
None
15.18K
Oracle Corp
DFNDShares2.01M
TypeSH
Market value$438.79M
1.47%
Sole
762.78K
Shared
1.22M
None
22.80K
Fair Isaac Corp
DFNDShares229.19K
TypeSH
Market value$418.94M
1.40%
Sole
95.12K
Shared
131.21K
None
2.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpDFND | COM | 6.73M | SH | $3.35B 11.18% | 3.15M | 3.49M | 94.52K |
Nvidia CorpDFND | COM | 17.11M | SH | $2.70B 9.03% | 8.25M | 8.61M | 244.41K |
Amazon Com IncDFND | COM | 8.83M | SH | $1.94B 6.47% | 3.58M | 5.13M | 109.25K |
Meta Platforms IncDFND | COM | 2.31M | SH | $1.71B 5.69% | 974.39K | 1.31M | 29.27K |
Apple IncDFND | COM | 7.20M | SH | $1.48B 4.94% | 3.12M | 4M | 92.51K |
Broadcom LimitedDFND | COM | 4.90M | SH | $1.35B 4.52% | 1.76M | 3.09M | 52.42K |
Lilly Eli & CoDFND | COM | 1.19M | SH | $931.39M 3.11% | 489.90K | 690.76K | 14.15K |
Visa IncDFND | COM | 2.39M | SH | $847.72M 2.83% | 1M | 1.36M | 29.35K |
Lam Research CorpDFND | COM | 8.31M | SH | $808.91M 2.70% | 3.37M | 4.84M | 99.74K |
Netflix IncDFND | COM | 587.79K | SH | $787.12M 2.63% | 227.74K | 353.12K | 6.92K |
Intuit IncDFND | COM | 993.71K | SH | $782.68M 2.61% | 433.87K | 546.86K | 12.98K |
Mastercard IncDFND | COM | 1.36M | SH | $766.29M 2.56% | 582.42K | 764.16K | 17.07K |
Intuitive Surgical IncDFND | COM | 1.34M | SH | $729.51M 2.44% | 555.18K | 770.90K | 16.39K |
Snowflake Inc Cl ADFND | COM | 3.24M | SH | $725.67M 2.42% | 1.28M | 1.92M | 39.04K |
Spotify Technology SaDFND | COM | 930.87K | SH | $714.29M 2.39% | 352.68K | 567.87K | 10.32K |
Servicenow IncDFND | COM | 614.38K | SH | $631.63M 2.11% | 247.22K | 360.03K | 7.13K |
Chipotle Mexican GrillDFND | COM | 10.71M | SH | $601.14M 2.01% | 4.48M | 6.10M | 133.92K |
Hilton Worldwide HoldingDFND | COM | 1.89M | SH | $504.53M 1.69% | 829.06K | 1.04M | 25.21K |
Booking Holdings IncDFND | COM | 86.39K | SH | $500.10M 1.67% | 34.58K | 50.76K | 1.04K |
Vertiv Holdings Co Cl ADFND | COM | 3.58M | SH | $459.28M 1.53% | 1.47M | 2.06M | 44.24K |
Doordash Inc Cl ADFND | COM | 1.82M | SH | $448.86M 1.50% | 767.21K | 1.03M | 22.96K |
Tesla IncDFND | COM | 1.40M | SH | $444.41M 1.48% | 542.32K | 840.20K | 16.48K |
LPL Financial Holdings IncDFND | COM | 1.18M | SH | $443.62M 1.48% | 504.59K | 663.30K | 15.18K |
Oracle CorpDFND | COM | 2.01M | SH | $438.79M 1.47% | 762.78K | 1.22M | 22.80K |
Fair Isaac CorpDFND | COM | 229.19K | SH | $418.94M 1.40% | 95.12K | 131.21K | 2.86K |
Page 1 of 3