Filed: 11/13/2025ACC: 0000900973-25-000012
📋 What this filing means
WINSLOW CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $30.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$30.27B
Total AUM (reported)
109.35M
Total Shares
Allocation by class
COM$30.26B100.0%
ETF-EQUITY$12.93M0.0%
Portfolio Concentration
Top 3$9.09B30.0%
4–10$8.92B29.5%
11–25$8.34B27.5%
Rest$3.92B13.0%
Top 3 weight
30.0%
Top 10 weight
59.5%
Voting Authority Distribution
Total shares with voting rights: 109.35M
Sole
Full voting authority
50.64M
shares
% of voting shares46.3%
Shared
Joint voting authority
57.41M
shares
% of voting shares52.5%
None
No voting authority
1.31M
shares
% of voting shares1.2%
Investment Discretion (by position count)
Sole0
Shared0
Other60
Dominant voting typeShared · 52.5% of voting shares
Institutional Holdings60
Rows:
Nvidia Corp
DFNDShares18.66M
TypeSH
Market value$3.48B
11.50%
Sole
9.58M
Shared
8.79M
None
293.58K
Microsoft Corp
DFNDShares6.63M
TypeSH
Market value$3.43B
11.34%
Sole
3.07M
Shared
3.47M
None
93.91K
Apple Inc
DFNDShares8.55M
TypeSH
Market value$2.18B
7.19%
Sole
4.32M
Shared
4.10M
None
132.44K
Amazon Com Inc
DFNDShares8.08M
TypeSH
Market value$1.77B
5.86%
Sole
3M
Shared
4.98M
None
90.25K
Meta Platforms Inc
DFNDShares2.08M
TypeSH
Market value$1.53B
5.05%
Sole
827.03K
Shared
1.23M
None
25.03K
Alphabet Inc Cl C
DFNDShares6.18M
TypeSH
Market value$1.50B
4.97%
Sole
2.61M
Shared
3.49M
None
79.18K
Broadcom Limited
DFNDShares4.39M
TypeSH
Market value$1.45B
4.79%
Sole
1.60M
Shared
2.74M
None
47.92K
Oracle Corp
DFNDShares3.26M
TypeSH
Market value$916.47M
3.03%
Sole
1.08M
Shared
2.14M
None
32.82K
Snowflake Inc Cl A
DFNDShares4.03M
TypeSH
Market value$908.74M
3.00%
Sole
1.63M
Shared
2.35M
None
49.35K
Tesla Inc
DFNDShares1.88M
TypeSH
Market value$835.78M
2.76%
Sole
785.79K
Shared
1.07M
None
24.46K
Spotify Technology Sa
DFNDShares1.03M
TypeSH
Market value$717.31M
2.37%
Sole
403.81K
Shared
611.63K
None
12.22K
Servicenow Inc
DFNDShares759.85K
TypeSH
Market value$699.28M
2.31%
Sole
307.16K
Shared
443.57K
None
9.12K
Visa Inc
DFNDShares2.05M
TypeSH
Market value$699.08M
2.31%
Sole
706.68K
Shared
1.32M
None
20.48K
Mastercard Inc
DFNDShares1.22M
TypeSH
Market value$693.89M
2.29%
Sole
526.25K
Shared
677.95K
None
15.71K
Intuit Inc
DFNDShares970.93K
TypeSH
Market value$663.06M
2.19%
Sole
418.79K
Shared
539.21K
None
12.93K
Netflix Inc
DFNDShares515.68K
TypeSH
Market value$618.26M
2.04%
Sole
170.93K
Shared
339.61K
None
5.15K
Doordash Inc Cl A
DFNDShares2.22M
TypeSH
Market value$604.22M
2.00%
Sole
918.04K
Shared
1.27M
None
28.75K
Lilly Eli & Co
DFNDShares777.13K
TypeSH
Market value$592.95M
1.96%
Sole
322.47K
Shared
445.22K
None
9.44K
Advanced Micro Devices
DFNDShares3.45M
TypeSH
Market value$557.87M
1.84%
Sole
1.20M
Shared
2.22M
None
36.18K
Amphenol Corp
DFNDShares4.44M
TypeSH
Market value$548.89M
1.81%
Sole
1.63M
Shared
2.75M
None
56.05K
Shopify Inc Cl A
DFNDShares3.26M
TypeSH
Market value$484.13M
1.60%
Sole
1.43M
Shared
1.79M
None
43.20K
Eaton Corp Plc
DFNDShares1.02M
TypeSH
Market value$380.17M
1.26%
Sole
373.38K
Shared
630.28K
None
12.17K
Cadence Design Systems
DFNDShares1.07M
TypeSH
Market value$374.49M
1.24%
Sole
404.59K
Shared
649.60K
None
11.96K
Booking Holdings Inc
DFNDShares66.13K
TypeSH
Market value$357.06M
1.18%
Sole
17.78K
Shared
47.82K
None
538.00
Stryker Corp
DFNDShares942.61K
TypeSH
Market value$348.46M
1.15%
Sole
350.54K
Shared
581.28K
None
10.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpDFND | COM | 18.66M | SH | $3.48B 11.50% | 9.58M | 8.79M | 293.58K |
Microsoft CorpDFND | COM | 6.63M | SH | $3.43B 11.34% | 3.07M | 3.47M | 93.91K |
Apple IncDFND | COM | 8.55M | SH | $2.18B 7.19% | 4.32M | 4.10M | 132.44K |
Amazon Com IncDFND | COM | 8.08M | SH | $1.77B 5.86% | 3M | 4.98M | 90.25K |
Meta Platforms IncDFND | COM | 2.08M | SH | $1.53B 5.05% | 827.03K | 1.23M | 25.03K |
Alphabet Inc Cl CDFND | COM | 6.18M | SH | $1.50B 4.97% | 2.61M | 3.49M | 79.18K |
Broadcom LimitedDFND | COM | 4.39M | SH | $1.45B 4.79% | 1.60M | 2.74M | 47.92K |
Oracle CorpDFND | COM | 3.26M | SH | $916.47M 3.03% | 1.08M | 2.14M | 32.82K |
Snowflake Inc Cl ADFND | COM | 4.03M | SH | $908.74M 3.00% | 1.63M | 2.35M | 49.35K |
Tesla IncDFND | COM | 1.88M | SH | $835.78M 2.76% | 785.79K | 1.07M | 24.46K |
Spotify Technology SaDFND | COM | 1.03M | SH | $717.31M 2.37% | 403.81K | 611.63K | 12.22K |
Servicenow IncDFND | COM | 759.85K | SH | $699.28M 2.31% | 307.16K | 443.57K | 9.12K |
Visa IncDFND | COM | 2.05M | SH | $699.08M 2.31% | 706.68K | 1.32M | 20.48K |
Mastercard IncDFND | COM | 1.22M | SH | $693.89M 2.29% | 526.25K | 677.95K | 15.71K |
Intuit IncDFND | COM | 970.93K | SH | $663.06M 2.19% | 418.79K | 539.21K | 12.93K |
Netflix IncDFND | COM | 515.68K | SH | $618.26M 2.04% | 170.93K | 339.61K | 5.15K |
Doordash Inc Cl ADFND | COM | 2.22M | SH | $604.22M 2.00% | 918.04K | 1.27M | 28.75K |
Lilly Eli & CoDFND | COM | 777.13K | SH | $592.95M 1.96% | 322.47K | 445.22K | 9.44K |
Advanced Micro DevicesDFND | COM | 3.45M | SH | $557.87M 1.84% | 1.20M | 2.22M | 36.18K |
Amphenol CorpDFND | COM | 4.44M | SH | $548.89M 1.81% | 1.63M | 2.75M | 56.05K |
Shopify Inc Cl ADFND | COM | 3.26M | SH | $484.13M 1.60% | 1.43M | 1.79M | 43.20K |
Eaton Corp PlcDFND | COM | 1.02M | SH | $380.17M 1.26% | 373.38K | 630.28K | 12.17K |
Cadence Design SystemsDFND | COM | 1.07M | SH | $374.49M 1.24% | 404.59K | 649.60K | 11.96K |
Booking Holdings IncDFND | COM | 66.13K | SH | $357.06M 1.18% | 17.78K | 47.82K | 538.00 |
Stryker CorpDFND | COM | 942.61K | SH | $348.46M 1.15% | 350.54K | 581.28K | 10.79K |
Page 1 of 3