WINSLOW CAPITAL MANAGEMENT, LLC

Filed: 8/13/2026ACC: 0000900973-26-000006

📋 What this filing means

WINSLOW CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $29.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$29.06B

Total AUM (reported)

113.29M

Total Shares

Allocation by class

COM$29.03B99.9%

ETF-EQUITY$26.75M0.1%

Portfolio Concentration

Top 3$7.98B27.5%

4–10$6.45B22.2%

11–25$7.44B25.6%

Rest$7.19B24.7%

Top 3 weight

27.5%

Top 10 weight

49.7%

Voting Authority Distribution

Total shares with voting rights: 113.29M

Sole

Full voting authority

54.86M

% of voting shares48.4%

Shared

Joint voting authority

56.98M

% of voting shares50.3%

None

No voting authority

1.45M

% of voting shares1.3%

Investment Discretion (by position count)

Sole0

Shared0

Other66

Dominant voting typeShared · 50.3% of voting shares

Institutional Holdings66

Rows:

NVIDIA Corp

DFND

COM

Shares15.60M

TypeSH

Market value$3.12B

10.74%

Sole

7.74M

Shared

7.62M

None

236.14K

Alphabet Inc

DFND

COM

Shares8.80M

TypeSH

Market value$3.11B

10.70%

Sole

3.98M

Shared

4.70M

None

122.33K

Broadcom Inc

DFND

COM

Shares4.63M

TypeSH

Market value$1.75B

6.02%

Sole

2.09M

Shared

2.48M

None

63.98K

Apple Inc

DFND

COM

Shares4.88M

TypeSH

Market value$1.41B

4.86%

Sole

2.22M

Shared

2.59M

None

67.11K

Amazon.com Inc.

DFND

COM

Shares4.30M

TypeSH

Market value$1.03B

3.53%

Sole

1.62M

Shared

2.64M

None

48.52K

Microsoft Corporation

DFND

COM

Shares2.30M

TypeSH

Market value$856.17M

2.95%

Sole

1.01M

Shared

1.25M

None

30.18K

Advanced Micro Devices Inc.

DFND

COM

Shares1.46M

TypeSH

Market value$848.22M

2.92%

Sole

639.95K

Shared

801.38K

None

18.84K

Lilly(Eli) & Co

DFND

COM

Shares693.62K

TypeSH

Market value$831.95M

2.86%

Sole

313.45K

Shared

370.95K

None

9.22K

Meta Platforms Inc

DFND

COM

Shares1.34M

TypeSH

Market value$753.89M

2.59%

Sole

575.36K

Shared

744.59K

None

18.42K

Hilton Worldwide Holdings Inc

DFND

COM

Shares2.19M

TypeSH

Market value$722.77M

2.49%

Sole

1.02M

Shared

1.14M

None

31.56K

ASML Holding NV

DFND

COM

Shares348.36K

TypeSH

Market value$693.03M

2.38%

Sole

197.26K

Shared

144.84K

None

6.25K

Micron Technology Inc.

DFND

COM

Shares559.49K

TypeSH

Market value$645.81M

2.22%

Sole

302.83K

Shared

247.14K

None

9.52K

GE Aerospace

DFND

COM

Shares1.71M

TypeSH

Market value$638.41M

2.20%

Sole

752.93K

Shared

932.43K

None

22.86K

Arista Networks Inc

DFND

COM

Shares3.48M

TypeSH

Market value$592.03M

2.04%

Sole

1.48M

Shared

1.96M

None

45.02K

Lumentum Holdings Inc

DFND

COM

Shares595.56K

TypeSH

Market value$511.03M

1.76%

Sole

267.42K

Shared

319.96K

None

8.18K

Visa Inc

DFND

COM

Shares1.47M

TypeSH

Market value$505.11M

1.74%

Sole

652.11K

Shared

800.74K

None

19.37K

Seagate Technology Holdings Plc

DFND

COM

Shares517.01K

TypeSH

Market value$498.91M

1.72%

Sole

229.64K

Shared

280.38K

None

6.99K

Tesla Inc

DFND

COM

Shares1.15M

TypeSH

Market value$483.77M

1.66%

Sole

560.28K

Shared

572.45K

None

17.45K

KLA Corp.

OTR

COM

Shares1.52M

TypeSH

Market value$460.05M

1.58%

Sole

0.00

Shared

1.52M

None

0.00

Johnson Controls International plc

DFND

COM

Shares2.95M

TypeSH

Market value$430.45M

1.48%

Sole

1.32M

Shared

1.58M

None

40.92K

GE Vernova Inc.

DFND

COM

Shares360.80K

TypeSH

Market value$423.89M

1.46%

Sole

130.23K

Shared

226.79K

None

3.78K

Analog Devices Inc.

DFND

COM

Shares999.06K

TypeSH

Market value$396.80M

1.37%

Sole

475.45K

Shared

508.95K

None

14.66K

Trane Technologies plc

DFND

COM

Shares800.85K

TypeSH

Market value$393.35M

1.35%

Sole

359.84K

Shared

429.75K

None

11.26K

Vertiv Holdings Co

DFND

COM

Shares1.16M

TypeSH

Market value$389.18M

1.34%

Sole

500.83K

Shared

644.79K

None

16.75K

Howmet Aerospace Inc

DFND

COM

Shares1.41M

TypeSH

Market value$379.82M

1.31%

Sole

620.13K

Shared

773.88K

None

18.70K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
NVIDIA CorpDFND	COM	15.60M	SH	$3.12B 10.74%	7.74M	7.62M	236.14K
Alphabet IncDFND	COM	8.80M	SH	$3.11B 10.70%	3.98M	4.70M	122.33K
Broadcom IncDFND	COM	4.63M	SH	$1.75B 6.02%	2.09M	2.48M	63.98K
Apple IncDFND	COM	4.88M	SH	$1.41B 4.86%	2.22M	2.59M	67.11K
Amazon.com Inc.DFND	COM	4.30M	SH	$1.03B 3.53%	1.62M	2.64M	48.52K
Microsoft CorporationDFND	COM	2.30M	SH	$856.17M 2.95%	1.01M	1.25M	30.18K
Advanced Micro Devices Inc.DFND	COM	1.46M	SH	$848.22M 2.92%	639.95K	801.38K	18.84K
Lilly(Eli) & CoDFND	COM	693.62K	SH	$831.95M 2.86%	313.45K	370.95K	9.22K
Meta Platforms IncDFND	COM	1.34M	SH	$753.89M 2.59%	575.36K	744.59K	18.42K
Hilton Worldwide Holdings IncDFND	COM	2.19M	SH	$722.77M 2.49%	1.02M	1.14M	31.56K
ASML Holding NVDFND	COM	348.36K	SH	$693.03M 2.38%	197.26K	144.84K	6.25K
Micron Technology Inc.DFND	COM	559.49K	SH	$645.81M 2.22%	302.83K	247.14K	9.52K
GE AerospaceDFND	COM	1.71M	SH	$638.41M 2.20%	752.93K	932.43K	22.86K
Arista Networks IncDFND	COM	3.48M	SH	$592.03M 2.04%	1.48M	1.96M	45.02K
Lumentum Holdings IncDFND	COM	595.56K	SH	$511.03M 1.76%	267.42K	319.96K	8.18K
Visa IncDFND	COM	1.47M	SH	$505.11M 1.74%	652.11K	800.74K	19.37K
Seagate Technology Holdings PlcDFND	COM	517.01K	SH	$498.91M 1.72%	229.64K	280.38K	6.99K
Tesla IncDFND	COM	1.15M	SH	$483.77M 1.66%	560.28K	572.45K	17.45K
KLA Corp.OTR	COM	1.52M	SH	$460.05M 1.58%	0.00	1.52M	0.00
Johnson Controls International plcDFND	COM	2.95M	SH	$430.45M 1.48%	1.32M	1.58M	40.92K
GE Vernova Inc.DFND	COM	360.80K	SH	$423.89M 1.46%	130.23K	226.79K	3.78K
Analog Devices Inc.DFND	COM	999.06K	SH	$396.80M 1.37%	475.45K	508.95K	14.66K
Trane Technologies plcDFND	COM	800.85K	SH	$393.35M 1.35%	359.84K	429.75K	11.26K
Vertiv Holdings CoDFND	COM	1.16M	SH	$389.18M 1.34%	500.83K	644.79K	16.75K
Howmet Aerospace IncDFND	COM	1.41M	SH	$379.82M 1.31%	620.13K	773.88K	18.70K

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