Winslow Capital Management, LLC
CIK 900973
13F filing for Q2 2026・No. 295
- Holdings
- US$29.06B
- Quarter change
- +US$3.41B
- Entries
- 163
- Net bought (estimate)
- −US$1.44B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 8
- Cut 33
- Added 18
- Corporate actions 0
- Unchanged 1
Largest holdings
66 stocks worth US$29.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 15,600,375 | US$3.12B | 10.74% |
| GOOGAlphabet IncCOM | Added | 8,800,064 | US$3.11B | 10.70% |
| AVGOBroadcomCOM | Cut | 4,633,364 | US$1.75B | 6.02% |
| AAPLAppleCOM | Cut | 4,877,656 | US$1.41B | 4.86% |
| AMZNAmazonCOM | Cut | 4,304,655 | US$1.03B | 3.53% |
| MSFTMicrosoftCOM | Cut | 2,295,227 | US$856.17M | 2.95% |
| AMDAMDCOM | Cut | 1,460,164 | US$848.22M | 2.92% |
| LLYLilly(Eli) & CoCOM | Cut | 693,624 | US$831.95M | 2.86% |
| METAMetaCOM | Cut | 1,338,364 | US$753.89M | 2.59% |
| HLTHilton Worldwide Holdings IncCOM | Added | 2,187,153 | US$722.77M | 2.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.