Filed: 5/14/2026ACC: 0000900973-26-000004
📋 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 $25.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$25.65B
Total AUM (reported)
119.36M
Total Shares
Allocation by class
COM$25.61B99.8%
ETF-EQUITY$41.91M0.2%
Portfolio Concentration
Top 3$7.16B27.9%
4–10$7.34B28.6%
11–25$6.52B25.4%
Rest$4.63B18.0%
Top 3 weight
27.9%
Top 10 weight
56.5%
Voting Authority Distribution
Total shares with voting rights: 119.36M
Sole
Full voting authority
57.50M
shares
% of voting shares48.2%
Shared
Joint voting authority
60.40M
shares
% of voting shares50.6%
None
No voting authority
1.46M
shares
% of voting shares1.2%
Investment Discretion (by position count)
Sole0
Shared0
Other60
Dominant voting typeShared · 50.6% of voting shares
Institutional Holdings60
Rows:
NVIDIA Corp
DFNDShares16.65M
TypeSH
Market value$2.90B
11.32%
Sole
8.23M
Shared
8.19M
None
237.65K
Apple Inc
DFNDShares9.26M
TypeSH
Market value$2.35B
9.16%
Sole
5.08M
Shared
4.03M
None
147.82K
Alphabet Inc
DFNDShares6.64M
TypeSH
Market value$1.91B
7.43%
Sole
3.18M
Shared
3.38M
None
91.46K
Microsoft Corporation
DFNDShares4.49M
TypeSH
Market value$1.66B
6.48%
Sole
1.79M
Shared
2.64M
None
51.15K
Broadcom Inc
DFNDShares5.11M
TypeSH
Market value$1.58B
6.17%
Sole
2.37M
Shared
2.68M
None
69.17K
Amazon.com Inc.
DFNDShares5.41M
TypeSH
Market value$1.13B
4.40%
Sole
2.42M
Shared
2.92M
None
69.98K
Meta Platforms Inc
DFNDShares1.74M
TypeSH
Market value$994.91M
3.88%
Sole
677.84K
Shared
1.04M
None
20.22K
Lilly(Eli) & Co
DFNDShares757.59K
TypeSH
Market value$696.80M
2.72%
Sole
328.54K
Shared
419.70K
None
9.35K
GE Aerospace
DFNDShares2.39M
TypeSH
Market value$677.30M
2.64%
Sole
1.07M
Shared
1.28M
None
31.55K
Netflix Inc.
DFNDShares6.27M
TypeSH
Market value$602.99M
2.35%
Sole
3.05M
Shared
3.13M
None
94.35K
Tesla Inc
DFNDShares1.46M
TypeSH
Market value$542.47M
2.12%
Sole
598.42K
Shared
843.11K
None
17.71K
Intuitive Surgical Inc
DFNDShares1.16M
TypeSH
Market value$534.91M
2.09%
Sole
461.86K
Shared
684.79K
None
13.71K
Hilton Worldwide Holdings Inc
DFNDShares1.74M
TypeSH
Market value$530.62M
2.07%
Sole
701.16K
Shared
1.02M
None
20.65K
Palantir Technologies Inc
DFNDShares3.45M
TypeSH
Market value$504.80M
1.97%
Sole
1.61M
Shared
1.79M
None
51.89K
Snowflake Inc
DFNDShares3.23M
TypeSH
Market value$486.59M
1.90%
Sole
1.54M
Shared
1.64M
None
45.38K
GE Vernova Inc.
DFNDShares533.97K
TypeSH
Market value$466.10M
1.82%
Sole
194.19K
Shared
334.62K
None
5.16K
ASML Holding NV
DFNDShares350.67K
TypeSH
Market value$463.18M
1.81%
Sole
191.36K
Shared
153.61K
None
5.70K
Mastercard Incorporated
DFNDShares836.58K
TypeSH
Market value$418.00M
1.63%
Sole
335.56K
Shared
491.12K
None
9.90K
Visa Inc
DFNDShares1.36M
TypeSH
Market value$410.07M
1.60%
Sole
479.78K
Shared
863.99K
None
13.01K
Advanced Micro Devices Inc.
DFNDShares1.90M
TypeSH
Market value$385.59M
1.50%
Sole
935.07K
Shared
933.23K
None
27.13K
Quanta Services, Inc.
DFNDShares700K
TypeSH
Market value$384.31M
1.50%
Sole
269.73K
Shared
422.70K
None
7.56K
Shopify Inc
DFNDShares3.02M
TypeSH
Market value$358.73M
1.40%
Sole
1.38M
Shared
1.60M
None
39.80K
Booking Holdings Inc
DFNDShares322.33K
TypeSH
Market value$345.74M
1.35%
Sole
275.02K
Shared
41.87K
None
5.44K
Howmet Aerospace Inc
DFNDShares1.49M
TypeSH
Market value$342.60M
1.34%
Sole
643.10K
Shared
824.95K
None
18.54K
Parker-Hannifin Corp.
DFNDShares381.90K
TypeSH
Market value$341.89M
1.33%
Sole
176.90K
Shared
199.63K
None
5.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpDFND | COM | 16.65M | SH | $2.90B 11.32% | 8.23M | 8.19M | 237.65K |
Apple IncDFND | COM | 9.26M | SH | $2.35B 9.16% | 5.08M | 4.03M | 147.82K |
Alphabet IncDFND | COM | 6.64M | SH | $1.91B 7.43% | 3.18M | 3.38M | 91.46K |
Microsoft CorporationDFND | COM | 4.49M | SH | $1.66B 6.48% | 1.79M | 2.64M | 51.15K |
Broadcom IncDFND | COM | 5.11M | SH | $1.58B 6.17% | 2.37M | 2.68M | 69.17K |
Amazon.com Inc.DFND | COM | 5.41M | SH | $1.13B 4.40% | 2.42M | 2.92M | 69.98K |
Meta Platforms IncDFND | COM | 1.74M | SH | $994.91M 3.88% | 677.84K | 1.04M | 20.22K |
Lilly(Eli) & CoDFND | COM | 757.59K | SH | $696.80M 2.72% | 328.54K | 419.70K | 9.35K |
GE AerospaceDFND | COM | 2.39M | SH | $677.30M 2.64% | 1.07M | 1.28M | 31.55K |
Netflix Inc.DFND | COM | 6.27M | SH | $602.99M 2.35% | 3.05M | 3.13M | 94.35K |
Tesla IncDFND | COM | 1.46M | SH | $542.47M 2.12% | 598.42K | 843.11K | 17.71K |
Intuitive Surgical IncDFND | COM | 1.16M | SH | $534.91M 2.09% | 461.86K | 684.79K | 13.71K |
Hilton Worldwide Holdings IncDFND | COM | 1.74M | SH | $530.62M 2.07% | 701.16K | 1.02M | 20.65K |
Palantir Technologies IncDFND | COM | 3.45M | SH | $504.80M 1.97% | 1.61M | 1.79M | 51.89K |
Snowflake IncDFND | COM | 3.23M | SH | $486.59M 1.90% | 1.54M | 1.64M | 45.38K |
GE Vernova Inc.DFND | COM | 533.97K | SH | $466.10M 1.82% | 194.19K | 334.62K | 5.16K |
ASML Holding NVDFND | COM | 350.67K | SH | $463.18M 1.81% | 191.36K | 153.61K | 5.70K |
Mastercard IncorporatedDFND | COM | 836.58K | SH | $418.00M 1.63% | 335.56K | 491.12K | 9.90K |
Visa IncDFND | COM | 1.36M | SH | $410.07M 1.60% | 479.78K | 863.99K | 13.01K |
Advanced Micro Devices Inc.DFND | COM | 1.90M | SH | $385.59M 1.50% | 935.07K | 933.23K | 27.13K |
Quanta Services, Inc.DFND | COM | 700K | SH | $384.31M 1.50% | 269.73K | 422.70K | 7.56K |
Shopify IncDFND | COM | 3.02M | SH | $358.73M 1.40% | 1.38M | 1.60M | 39.80K |
Booking Holdings IncDFND | COM | 322.33K | SH | $345.74M 1.35% | 275.02K | 41.87K | 5.44K |
Howmet Aerospace IncDFND | COM | 1.49M | SH | $342.60M 1.34% | 643.10K | 824.95K | 18.54K |
Parker-Hannifin Corp.DFND | COM | 381.90K | SH | $341.89M 1.33% | 176.90K | 199.63K | 5.37K |
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