Winslow Capital Management, LLC holds a focused book of 60 stocks worth $25.6B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Elanco Animal Health Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 11% of the equity book. Cloning the disclosed picks since 2013 would be +539% (+15.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Winslow Capital Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +669.1%, a 130.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Winslow Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COM | $2.9B | 16.65M | 11.3% | ▼−1.6% Reduced · −266K sh | |
| 2 | Apple Inc COM | $2.3B | 9.26M | 9.2% | ▲+12% Added · +980K sh | |
| 3 | Alphabet Inc COM | $1.9B | 6.64M | 7.4% | ▲+10% Added · +617K sh | |
| 4 | Microsoft Corporation COM | $1.7B | 4.49M | 6.5% | ▼−29% Reduced · −1.8M sh | |
| 5 | Broadcom Inc COM | $1.6B | 5.11M | 6.2% | ▲+15% Added · +662K sh | |
| 6 | Amazon.com Inc. COM | $1.1B | 5.41M | 4.4% | ▼−33% Reduced · −2.7M sh | |
| 7 | Meta Platforms Inc COM | $994.9M | 1.74M | 3.9% | ▼−5.2% Reduced · −96K sh | |
| 8 | Lilly(Eli) & Co COM | $696.8M | 757.6K | 2.7% | ▲~0% Added · +358 sh | |
| 9 | GE Aerospace COM | $677.3M | 2.39M | 2.6% | ▲+86% Added · +1.1M sh | |
| 10 | Netflix Inc. COM | $603.0M | 6.27M | 2.4% | ▲+11% Added · +619K sh | |
| 11 | Tesla Inc COM | $542.5M | 1.46M | 2.1% | ▼−3.5% Reduced · −52K sh | |
| 12 | Intuitive Surgical Inc COM | $534.9M | 1.16M | 2.1% | ▼−8.6% Reduced · −109K sh | |
| 13 | Hilton Worldwide Holdings Inc COM | $530.6M | 1.74M | 2.1% | ▲+4.6% Added · +76K sh | |
| 14 | Palantir Technologies Inc COM | $504.8M | 3.45M | 2.0% | ▲+135% Added · +2.0M sh | |
| 15 | Snowflake Inc COM | $486.6M | 3.23M | 1.9% | ▲+3.4% Added · +106K sh | |
| 16 | GE Vernova Inc. COM | $466.1M | 534.0K | 1.8% | ▼−27% Reduced · −199K sh | |
| 17 | ASML Holding NV COM | $463.2M | 350.7K | 1.8% | ▲2k× Added · +350K sh | |
| 18 | Mastercard Incorporated COM | $418.0M | 836.6K | 1.6% | ▼−32% Reduced · −403K sh | |
| 19 | Visa Inc COM | $410.1M | 1.36M | 1.6% | ▼−32% Reduced · −630K sh | |
| 20 | Advanced Micro Devices Inc. COM | $385.6M | 1.90M | 1.5% | ▲+128% Added · +1.1M sh | |
| 21 | Quanta Services, Inc. COM | $384.3M | 700.0K | 1.5% | ▲+3.9% Added · +26K sh | |
| 22 | Shopify Inc COM | $358.7M | 3.02M | 1.4% | ▲+2.3% Added · +68K sh | |
| 23 | Booking Holdings Inc COM | $345.7M | 322.3K | 1.3% | ▲2k× Added · +322K sh | |
| 24 | Howmet Aerospace Inc COM | $342.6M | 1.49M | 1.3% | ▼−5.3% Reduced · −83K sh | |
| 25 | Parker-Hannifin Corp. COM | $341.9M | 381.9K | 1.3% | ▲+133% Added · +218K sh | |
| 26 | Trane Technologies plc COM | $330.3M | 792.5K | 1.3% | ▲28× Added · +764K sh | |
| 27 | Mckesson Corporation COM | $328.5M | 379.6K | 1.3% | ▼−13% Reduced · −57K sh | |
| 28 | Elanco Animal Health Inc COM | $325.8M | 13.61M | 1.3% | ▲New New position | |
| 29 | Spotify Technology S.A. COM | $301.1M | 620.9K | 1.2% | ▼−44% Reduced · −491K sh | |
| 30 | Analog Devices Inc. COM | $288.4M | 906.4K | 1.1% | ▲+58% Added · +334K sh | |
| 31 | Intuit Inc COM | $281.7M | 651.6K | 1.1% | ▼−28% Reduced · −258K sh | |
| 32 | O`Reilly Automotive, Inc. COM | $272.4M | 2.95M | 1.1% | ▲199× Added · +2.9M sh | |
| 33 | C.H. Robinson Worldwide, Inc. COM | $262.9M | 1.58M | 1.0% | ▲New New position | |
| 34 | Arista Networks Inc COM | $253.6M | 2.07M | 1.0% | ▲+8.9% Added · +169K sh | |
| 35 | KLA Corp. COM | $236.7M | 160.8K | 0.9% | ▲+67% Added · +64K sh | |
| 36 | Vertiv Holdings Co COM | $216.7M | 864.7K | 0.8% | ▲197× Added · +860K sh | |
| 37 | Micron Technology Inc. COM | $197.2M | 583.7K | 0.8% | ▲New New position | |
| 38 | Applovin Corp COM | $171.9M | 431.9K | 0.7% | ▲New New position | |
| 39 | Amphenol Corp. COM | $167.8M | 1.33M | 0.7% | ▼−64% Reduced · −2.4M sh | |
| 40 | Morgan Stanley COM | $158.9M | 965.4K | 0.6% | ▲New New position | |
| 41 | Stryker Corp. COM | $144.6M | 440.1K | 0.6% | ▼−66% Reduced · −859K sh | |
| 42 | CME Group Inc COM | $144.2M | 488.2K | 0.6% | ▲New New position | |
| 43 | Ecolab, Inc. COM | $140.6M | 528.6K | 0.5% | ▼−17% Reduced · −105K sh | |
| 44 | Texas Instruments Inc. COM | $133.2M | 686.2K | 0.5% | ▲New New position | |
| 45 | Oracle Corp. COM | $69.4M | 471.5K | 0.3% | ▼−73% Reduced · −1.3M sh | |
| 46 | ServiceNow Inc COM | $52.3M | 499.9K | 0.2% | ▼−82% Reduced · −2.3M sh | |
| 47 | Compass Inc COM | $50.7M | 6.93M | 0.2% | —Held | |
| 48 | Ishares TR RSSLL 1000 GRWT ETF-EQUITY | $39.3M | 92.2K | 0.2% | ▲+31% Added · +22K sh | |
| 49 | Atlassian Corporation COM | $39.0M | 570.8K | 0.2% | ▲New New position | |
| 50 | Costco Wholesale Corp COM | $10.2M | 10.2K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 149 | $25.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 143 | $29.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 139 | $30.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 148 | $29.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 156 | $25.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 155 | $28.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 148 | $27.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 142 | $27.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 146 | $26.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 153 | $24.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 140 | $21.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 144 | $22.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 147 | $19.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 140 | $18.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 154 | $17.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 155 | $18.7B | 13F-HR/A |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 159 | $23.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 177 | $27.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 176 | $25.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 171 | $25.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 175 | $23.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 167 | $24.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 152 | $22.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.