Winslow Capital Management, LLC holds a focused book of 66 stocks worth $29.1B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Lumentum Holdings Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 11% of the equity book.
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.
99% 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
Other tracked managers holding the same core names as Winslow Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Allspring Global Investments Holdings, LLC | 80 / 66 | $15.9B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 66 | $11.4B |
| ASSETMARK, INC | 80 / 66 | $9.4B |
| Vanguard Personalized Indexing Management, LLC | 80 / 66 | $5.8B |
| Arax Advisory Partners | 80 / 66 | $2.8B |
| Integrated Wealth Concepts LLC | 80 / 66 | $2.4B |
| Clearstead Advisors, LLC | 80 / 66 | $2.1B |
| Global Retirement Partners, LLC | 80 / 66 | $1.3B |
Ranked by how many of Winslow Capital Management, LLC's top 66 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $3.1B | 15.60M | 10.7% | ▼−6.3% Reduced · −1.1M sh | |
| 2 | Alphabet Inc COM | $3.1B | 8.80M | 10.7% | ▲+32% Added · +2.2M sh | |
| 3 | Broadcom Inc COM | $1.8B | 4.63M | 6.0% | ▼−9.4% Reduced · −481K sh | |
| 4 | Apple Inc COM | $1.4B | 4.88M | 4.9% | ▼−47% Reduced · −4.4M sh | |
| 5 | Amazon.com Inc. COM | $1.0B | 4.30M | 3.5% | ▼−21% Reduced · −1.1M sh | |
| 6 | Microsoft Corporation COM | $856.2M | 2.30M | 2.9% | ▼−49% Reduced · −2.2M sh | |
| 7 | Advanced Micro Devices Inc. COM | $848.2M | 1.46M | 2.9% | ▼−23% Reduced · −435K sh | |
| 8 | Lilly(Eli) & Co COM | $832.0M | 693.6K | 2.9% | ▼−8.4% Reduced · −64K sh | |
| 9 | Meta Platforms Inc COM | $753.9M | 1.34M | 2.6% | ▼−23% Reduced · −401K sh | |
| 10 | Hilton Worldwide Holdings Inc COM | $722.8M | 2.19M | 2.5% | ▲+25% Added · +442K sh | |
| 11 | ASML Holding NV COM | $693.0M | 348.4K | 2.4% | ▼−0.7% Reduced · −2K sh | |
| 12 | Micron Technology Inc. COM | $645.8M | 559.5K | 2.2% | ▼−4.1% Reduced · −24K sh | |
| 13 | GE Aerospace COM | $638.4M | 1.71M | 2.2% | ▼−28% Reduced · −679K sh | |
| 14 | Arista Networks Inc COM | $592.0M | 3.48M | 2.0% | ▲+69% Added · +1.4M sh | |
| 15 | Lumentum Holdings Inc COM | $511.0M | 595.6K | 1.8% | ▲New New position | |
| 16 | Visa Inc COM | $505.1M | 1.47M | 1.7% | ▲+8.5% Added · +115K sh | |
| 17 | Seagate Technology Holdings Plc COM | $498.9M | 517.0K | 1.7% | ▲New New position | |
| 18 | Tesla Inc COM | $483.8M | 1.15M | 1.7% | ▼−21% Reduced · −309K sh | |
| 19 | KLA Corp. COM | $460.0M | 1.52M | 1.6% | ▲+848% Added · +1.4M sh | |
| 20 | Johnson Controls International plc COM | $430.5M | 2.95M | 1.5% | ▲New New position | |
| 21 | GE Vernova Inc. COM | $423.9M | 360.8K | 1.5% | ▼−32% Reduced · −173K sh | |
| 22 | Analog Devices Inc. COM | $396.8M | 999.1K | 1.4% | ▲+10% Added · +93K sh | |
| 23 | Trane Technologies plc COM | $393.3M | 800.9K | 1.4% | ▲+1.0% Added · +8K sh | |
| 24 | Vertiv Holdings Co COM | $389.2M | 1.16M | 1.3% | ▲+34% Added · +298K sh | |
| 25 | Howmet Aerospace Inc COM | $379.8M | 1.41M | 1.3% | ▼−5.0% Reduced · −74K sh | |
| 26 | Caterpillar Inc. COM | $373.5M | 350.8K | 1.3% | ▲New New position | |
| 27 | Affirm Holdings Inc COM | $373.3M | 4.58M | 1.3% | ▲New New position | |
| 28 | Mastercard Incorporated COM | $369.5M | 719.5K | 1.3% | ▼−14% Reduced · −117K sh | |
| 29 | Amphenol Corp. COM | $360.5M | 2.04M | 1.2% | ▲+54% Added · +716K sh | |
| 30 | Ecolab, Inc. COM | $350.6M | 1.26M | 1.2% | ▲+138% Added · +730K sh | |
| 31 | Elanco Animal Health Inc COM | $332.5M | 13.51M | 1.1% | ▼−0.8% Reduced · −103K sh | |
| 32 | Applovin Corp COM | $329.9M | 640.4K | 1.1% | ▲+48% Added · +208K sh | |
| 33 | Parker-Hannifin Corp. COM | $318.1M | 325.2K | 1.1% | ▼−15% Reduced · −57K sh | |
| 34 | Mckesson Corporation COM | $317.8M | 420.5K | 1.1% | ▲+11% Added · +41K sh | |
| 35 | C.H. Robinson Worldwide, Inc. COM | $307.1M | 1.63M | 1.1% | ▲+3.0% Added · +48K sh | |
| 36 | Quanta Services, Inc. COM | $303.5M | 421.5K | 1.0% | ▼−40% Reduced · −279K sh | |
| 37 | Msci Inc COM | $296.6M | 529.7K | 1.0% | ▲New New position | |
| 38 | Sandisk Corp COM | $295.3M | 129.9K | 1.0% | ▲New New position | |
| 39 | Woodward Inc COM | $293.6M | 690.2K | 1.0% | ▲New New position | |
| 40 | Morgan Stanley COM | $286.8M | 1.37M | 1.0% | ▲+42% Added · +407K sh | |
| 41 | Axon Enterprise Inc COM | $283.0M | 504.8K | 1.0% | ▲New New position | |
| 42 | O`Reilly Automotive, Inc. COM | $278.3M | 3.02M | 1.0% | ▲+2.4% Added · +71K sh | |
| 43 | Celestica, Inc. COM | $260.6M | 714.4K | 0.9% | ▲New New position | |
| 44 | Palantir Technologies Inc COM | $230.6M | 1.98M | 0.8% | ▼−43% Reduced · −1.5M sh | |
| 45 | Space Exploration Technologies Corp. COM | $229.8M | 1.35M | 0.8% | ▲New New position | |
| 46 | Oracle Corp. COM | $225.3M | 1.54M | 0.8% | ▲+226% Added · +1.1M sh | |
| 47 | Shopify Inc COM | $219.2M | 1.92M | 0.8% | ▼−37% Reduced · −1.1M sh | |
| 48 | Texas Instruments Inc. COM | $194.0M | 650.7K | 0.7% | ▼−5.2% Reduced · −35K sh | |
| 49 | Lam Research Corp. COM | $192.5M | 444.2K | 0.7% | ▲30× Added · +430K sh | |
| 50 | Compass Inc COM | $85.5M | 6.93M | 0.3% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/900973/holdings"
Use Arkolith to show Winslow Capital Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 163 | $29.1B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.