Filed: 2/12/2026ACC: 0000900973-26-000002
📋 What this filing means
WINSLOW CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $29.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$29.80B
Total AUM (reported)
114.50M
Total Shares
Allocation by class
COM$29.76B99.9%
ETF-EQUITY$40.18M0.1%
Portfolio Concentration
Top 3$8.46B28.4%
4–10$8.76B29.4%
11–25$8.00B26.8%
Rest$4.58B15.4%
Top 3 weight
28.4%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 114.50M
Sole
Full voting authority
51.92M
shares
% of voting shares45.3%
Shared
Joint voting authority
61.27M
shares
% of voting shares53.5%
None
No voting authority
1.31M
shares
% of voting shares1.1%
Investment Discretion (by position count)
Sole0
Shared0
Other62
Dominant voting typeShared · 53.5% of voting shares
Institutional Holdings62
Rows:
NVIDIA Corp
DFNDShares16.92M
TypeSH
Market value$3.16B
10.61%
Sole
8.23M
Shared
8.45M
None
239.41K
Microsoft Corporation
DFNDShares6.33M
TypeSH
Market value$3.06B
10.28%
Sole
2.88M
Shared
3.37M
None
84.54K
Apple Inc
DFNDShares8.28M
TypeSH
Market value$2.24B
7.51%
Sole
4.16M
Shared
4M
None
121.35K
Alphabet Inc
DFNDShares6.03M
TypeSH
Market value$1.90B
6.36%
Sole
2.55M
Shared
3.40M
None
74.20K
Amazon.com Inc.
DFNDShares8.07M
TypeSH
Market value$1.87B
6.28%
Sole
3.12M
Shared
4.86M
None
90.97K
Broadcom Inc
DFNDShares4.45M
TypeSH
Market value$1.54B
5.17%
Sole
1.72M
Shared
2.68M
None
50.14K
Meta Platforms Inc
DFNDShares1.83M
TypeSH
Market value$1.21B
4.06%
Sole
689.10K
Shared
1.13M
None
19.98K
Lilly(Eli) & Co
DFNDShares757.23K
TypeSH
Market value$816.55M
2.74%
Sole
315.30K
Shared
432.89K
None
9.04K
Intuitive Surgical Inc
DFNDShares1.27M
TypeSH
Market value$722.50M
2.42%
Sole
533.29K
Shared
720.66K
None
15.62K
Mastercard Incorporated
DFNDShares1.24M
TypeSH
Market value$708.66M
2.38%
Sole
556.90K
Shared
666.04K
None
16.17K
Visa Inc
DFNDShares1.99M
TypeSH
Market value$697.63M
2.34%
Sole
685.47K
Shared
1.28M
None
19.97K
Snowflake Inc
DFNDShares3.12M
TypeSH
Market value$688.91M
2.31%
Sole
1.27M
Shared
1.81M
None
37.35K
Tesla Inc
DFNDShares1.51M
TypeSH
Market value$676.97M
2.27%
Sole
617.34K
Shared
875.51K
None
18.65K
Spotify Technology S.A.
DFNDShares1.11M
TypeSH
Market value$644.25M
2.16%
Sole
446.57K
Shared
651.62K
None
13.25K
Intuit Inc
DFNDShares909.75K
TypeSH
Market value$601.62M
2.02%
Sole
379.05K
Shared
519.72K
None
10.98K
DoorDash Inc
DFNDShares2.34M
TypeSH
Market value$531.71M
1.78%
Sole
897.33K
Shared
1.42M
None
26.81K
Netflix Inc.
DFNDShares5.65M
TypeSH
Market value$528.58M
1.77%
Sole
1.73M
Shared
3.87M
None
50.17K
Amphenol Corp.
DFNDShares3.70M
TypeSH
Market value$501.70M
1.68%
Sole
1.35M
Shared
2.31M
None
44.16K
Hilton Worldwide Holdings Inc
DFNDShares1.67M
TypeSH
Market value$480.21M
1.61%
Sole
604.62K
Shared
1.05M
None
17.76K
GE Vernova Inc.
DFNDShares732.81K
TypeSH
Market value$479.63M
1.61%
Sole
321.38K
Shared
401.95K
None
9.48K
Shopify Inc
DFNDShares2.96M
TypeSH
Market value$477.55M
1.60%
Sole
1.20M
Shared
1.72M
None
34.27K
Stryker Corp.
DFNDShares1.30M
TypeSH
Market value$458.56M
1.54%
Sole
460.10K
Shared
825.58K
None
13.75K
ServiceNow Inc
DFNDShares2.78M
TypeSH
Market value$425.41M
1.43%
Sole
1.16M
Shared
1.59M
None
33.91K
Vertex Pharmaceuticals, Inc.
DFNDShares887.64K
TypeSH
Market value$405.10M
1.36%
Sole
362.77K
Shared
514.35K
None
10.52K
GE Aerospace
DFNDShares1.29M
TypeSH
Market value$398.39M
1.34%
Sole
590.46K
Shared
678.24K
None
17.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpDFND | COM | 16.92M | SH | $3.16B 10.61% | 8.23M | 8.45M | 239.41K |
Microsoft CorporationDFND | COM | 6.33M | SH | $3.06B 10.28% | 2.88M | 3.37M | 84.54K |
Apple IncDFND | COM | 8.28M | SH | $2.24B 7.51% | 4.16M | 4M | 121.35K |
Alphabet IncDFND | COM | 6.03M | SH | $1.90B 6.36% | 2.55M | 3.40M | 74.20K |
Amazon.com Inc.DFND | COM | 8.07M | SH | $1.87B 6.28% | 3.12M | 4.86M | 90.97K |
Broadcom IncDFND | COM | 4.45M | SH | $1.54B 5.17% | 1.72M | 2.68M | 50.14K |
Meta Platforms IncDFND | COM | 1.83M | SH | $1.21B 4.06% | 689.10K | 1.13M | 19.98K |
Lilly(Eli) & CoDFND | COM | 757.23K | SH | $816.55M 2.74% | 315.30K | 432.89K | 9.04K |
Intuitive Surgical IncDFND | COM | 1.27M | SH | $722.50M 2.42% | 533.29K | 720.66K | 15.62K |
Mastercard IncorporatedDFND | COM | 1.24M | SH | $708.66M 2.38% | 556.90K | 666.04K | 16.17K |
Visa IncDFND | COM | 1.99M | SH | $697.63M 2.34% | 685.47K | 1.28M | 19.97K |
Snowflake IncDFND | COM | 3.12M | SH | $688.91M 2.31% | 1.27M | 1.81M | 37.35K |
Tesla IncDFND | COM | 1.51M | SH | $676.97M 2.27% | 617.34K | 875.51K | 18.65K |
Spotify Technology S.A.DFND | COM | 1.11M | SH | $644.25M 2.16% | 446.57K | 651.62K | 13.25K |
Intuit IncDFND | COM | 909.75K | SH | $601.62M 2.02% | 379.05K | 519.72K | 10.98K |
DoorDash IncDFND | COM | 2.34M | SH | $531.71M 1.78% | 897.33K | 1.42M | 26.81K |
Netflix Inc.DFND | COM | 5.65M | SH | $528.58M 1.77% | 1.73M | 3.87M | 50.17K |
Amphenol Corp.DFND | COM | 3.70M | SH | $501.70M 1.68% | 1.35M | 2.31M | 44.16K |
Hilton Worldwide Holdings IncDFND | COM | 1.67M | SH | $480.21M 1.61% | 604.62K | 1.05M | 17.76K |
GE Vernova Inc.DFND | COM | 732.81K | SH | $479.63M 1.61% | 321.38K | 401.95K | 9.48K |
Shopify IncDFND | COM | 2.96M | SH | $477.55M 1.60% | 1.20M | 1.72M | 34.27K |
Stryker Corp.DFND | COM | 1.30M | SH | $458.56M 1.54% | 460.10K | 825.58K | 13.75K |
ServiceNow IncDFND | COM | 2.78M | SH | $425.41M 1.43% | 1.16M | 1.59M | 33.91K |
Vertex Pharmaceuticals, Inc.DFND | COM | 887.64K | SH | $405.10M 1.36% | 362.77K | 514.35K | 10.52K |
GE AerospaceDFND | COM | 1.29M | SH | $398.39M 1.34% | 590.46K | 678.24K | 17.20K |
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