Research report

Winslow Capital Management Q1 2026 13F Holdings and Activit…

Verified Q1 2026 13F holdings for Winslow Capital Management, covering institutional activity, data dates, SEC sources, filing limits, and methods.

Q1 2026 Data as of：2026-03-31 Read the full public report

Winslow Capital Management

Winslow Capital Management

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

66

Market Value

$29.1B

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Top 5 Holdings

1

$NVDA

NVIDIA Corporation

10.7%

% of Portfolio

2

$GOOG

Alphabet Inc.

10.7%

% of Portfolio

3

$AVGO

Broadcom Inc.

6.0%

% of Portfolio

4

$AAPL

Apple Inc.

4.9%

% of Portfolio

5

$AMZN

Amazon.com, Inc.

3.5%

% of Portfolio

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
NVDA10.7%11.3%10.6%11.5%
GOOG10.7%7.4%6.4%5.0%
AVGO6.0%6.2%5.2%4.8%
AAPL4.9%9.2%7.5%7.2%
AMZN3.5%4.4%6.3%5.9%
MSFT3.0%6.5%10.3%11.3%
AMD2.9%---
LLY2.9%2.7%2.7%-
META2.6%3.9%4.1%5.0%
HLT2.5%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

APH+73.67%
MSFT+28.99%
NVDA+8.38%
AVGO-3.63%
AMZN+9.13%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

BKNG-98.80%
MU-15.59%
AMD-19.19%
KLAC-38.40%
SNDK-29.60%

Sector Analysis

Others0.8%
Materials1.2%
Financials5.0%
Healthcare5.1%
Technology48.8%
Industrials15.6%
Real Estate0.3%
Consumer Staples0.0%

Trading Summary

1

$LITE

1.8%

2

$STX

1.7%

3

$JCI

1.5%

4

$CAT

1.3%

5

$AFRM

1.3%

6

$MSCI

1.0%

7

$SNDK

1.0%

8

$WWD

1.0%

9

$AXON

1.0%

10

$CLS

0.9%

11

$SPCX

0.8%

12

$WDC

0.1%

13

$DDOG

0.1%

14

$AMAT

0.0%

All Holdings

1

$NVDA

10.7%

2

$GOOG

10.7%

3

$AVGO

6.0%

4

$AAPL

4.9%

5

$AMZN

3.5%

6

$MSFT

3.0%

7

$AMD

2.9%

8

$LLY

2.9%

9

$META

2.6%

10

$HLT

2.5%

11

$ASML

2.4%

12

$MU

2.2%

13

$GE

2.2%

14

$ANET

2.0%

15

$LITE

1.8%

16

$V

1.7%

17

$STX

1.7%

18

$TSLA

1.7%

19

$KLAC

1.6%

20

$JCI

1.5%

21

$GEV

1.5%

22

$ADI

1.4%

23

$TT

1.4%

24

$VRT

1.3%

25

$HWM

1.3%

26

$CAT

1.3%

27

$AFRM

1.3%

28

$MA

1.3%

29

$APH

1.2%

30

$ECL

1.2%

31

$ELAN

1.1%

32

$APP

1.1%

33

$PH

1.1%

34

$MCK

1.1%

35

$CHRW

1.1%

36

$PWR

1.0%

37

$MSCI

1.0%

38

$SNDK

1.0%

39

$WWD

1.0%

40

$MS

1.0%

41

$AXON

1.0%

42

$ORLY

1.0%

43

$CLS

0.9%

44

$PLTR

0.8%

45

$SPCX

0.8%

46

$ORCL

0.8%

47

$SHOP

0.8%

48

$TXN

0.7%

49

$LRCX

0.7%

50

$COMP

0.3%