Winslow Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ASML Holding NV | 0 | 350,671 | +350,671 | 0 | 463,176,776 | +463,176,776 |
| Booking Holdings Inc | 0 | 322,326 | +322,326 | 0 | 345,741,711 | +345,741,711 |
| Elanco Animal Health Inc | 0 | 13,614,355 | +13,614,355 | 0 | 325,791,515 | +325,791,515 |
| Trane Technologies plc | 0 | 792,529 | +792,529 | 0 | 330,278,536 | +330,278,536 |
| GE Aerospace | 0 | 2,386,803 | +2,386,803 | 0 | 677,303,087 | +677,303,087 |
| O`Reilly Automotive, Inc. | 0 | 2,951,148 | +2,951,148 | 0 | 272,420,472 | +272,420,472 |
| C.H. Robinson Worldwide, Inc. | 0 | 1,582,993 | +1,582,993 | 0 | 262,887,647 | +262,887,647 |
| Palantir Technologies Inc | 0 | 3,450,888 | +3,450,888 | 0 | 504,795,897 | +504,795,897 |
| Vertiv Holdings Co | 0 | 864,727 | +864,727 | 0 | 216,683,292 | +216,683,292 |
| Advanced Micro Devices Inc. | 0 | 1,895,428 | +1,895,428 | 0 | 385,586,918 | +385,586,918 |
| Parker-Hannifin Corp. | 0 | 381,899 | +381,899 | 0 | 341,891,261 | +341,891,261 |
| Micron Technology Inc. | 0 | 583,681 | +583,681 | 0 | 197,190,789 | +197,190,789 |
| Applovin Corp | 0 | 431,891 | +431,891 | 0 | 171,892,618 | +171,892,618 |
| Morgan Stanley | 0 | 965,439 | +965,439 | 0 | 158,882,296 | +158,882,296 |
| CME Group Inc | 0 | 488,161 | +488,161 | 0 | 144,178,351 | +144,178,351 |
| Texas Instruments Inc. | 0 | 686,171 | +686,171 | 0 | 133,213,238 | +133,213,238 |
| Analog Devices Inc. | 0 | 906,437 | +906,437 | 0 | 288,373,866 | +288,373,866 |
| KLA Corp. | 0 | 160,780 | +160,780 | 0 | 236,734,080 | +236,734,080 |
| Apple Inc | 0 | 9,259,247 | +9,259,247 | 0 | 2,349,904,296 | +2,349,904,296 |
| Quanta Services, Inc. | 0 | 700,000 | +700,000 | 0 | 384,314,000 | +384,314,000 |
| Netflix Inc. | 0 | 6,271,330 | +6,271,330 | 0 | 602,988,380 | +602,988,380 |
| Hilton Worldwide Holdings Inc | 0 | 1,744,997 | +1,744,997 | 0 | 530,618,688 | +530,618,688 |
| Broadcom Inc | 0 | 5,114,520 | +5,114,520 | 0 | 1,582,995,084 | +1,582,995,084 |
| Atlassian Corporation | 0 | 570,817 | +570,817 | 0 | 38,958,260 | +38,958,260 |
| Howmet Aerospace Inc | 0 | 1,486,581 | +1,486,581 | 0 | 342,597,457 | +342,597,457 |
| Costco Wholesale Corp | 0 | 10,221 | +10,221 | 0 | 10,184,511 | +10,184,511 |
| Alphabet Inc | 0 | 6,642,467 | +6,642,467 | 0 | 1,905,458,083 | +1,905,458,083 |
| ISHARES TR RSSLL 1000 GRWT | 0 | 92,176 | +92,176 | 0 | 39,303,846 | +39,303,846 |
| Arista Networks Inc | 0 | 2,065,312 | +2,065,312 | 0 | 253,579,007 | +253,579,007 |
| Chipotle Mexican Grill | 0 | 38,929 | +38,929 | 0 | 1,246,117 | +1,246,117 |
| LINDE PLC SHS | 0 | 438 | +438 | 0 | 217,143 | +217,143 |
| UBER TECHNOLOGIES INC COM | 0 | 4,849 | +4,849 | 0 | 348,789 | +348,789 |
| MERCADOLIBRE INC COM | 0 | 141 | +141 | 0 | 243,792 | +243,792 |
| WORKDAY INC CL A | 0 | 0 | 0 | 0 | 0 | 0 |
| ALPHABET CLASS A | 0 | 8,398 | +8,398 | 0 | 2,414,929 | +2,414,929 |
| ALNYLAM PHARMACEUTICALS INC CO | 0 | 0 | 0 | 0 | 0 | 0 |
| SYNOPSYS INC COM | 0 | 0 | 0 | 0 | 0 | 0 |
| BOSTON SCIENTIFIC CORP COM | 0 | 4,708 | +4,708 | 0 | 295,427 | +295,427 |
| LAM RESEARCH CORP COM NEW | 0 | 14,589 | +14,589 | 0 | 3,117,086 | +3,117,086 |
| ISHARES TR S&P500/BARRA GW | 0 | 3,323 | +3,323 | 0 | 375,865 | +375,865 |
| VANGUARD INDEX TR GROWTH VIPER | 0 | 5,966 | +5,966 | 0 | 2,605,889 | +2,605,889 |
| MOODYS CORP COM | 0 | 1,425 | +1,425 | 0 | 621,656 | +621,656 |
| GE Vernova Inc. | 0 | 533,971 | +533,971 | 0 | 466,103,286 | +466,103,286 |
| Compass Inc | 0 | 6,934,620 | +6,934,620 | 0 | 50,692,072 | +50,692,072 |
| Ecolab, Inc. | 0 | 528,620 | +528,620 | 0 | 140,623,493 | +140,623,493 |
| Mckesson Corporation | 0 | 379,576 | +379,576 | 0 | 328,469,887 | +328,469,887 |
| Shopify Inc | 0 | 3,024,200 | +3,024,200 | 0 | 358,730,605 | +358,730,605 |
| Lilly(Eli) & Co | 0 | 757,586 | +757,586 | 0 | 696,804,874 | +696,804,874 |
| Tesla Inc | 0 | 1,459,239 | +1,459,239 | 0 | 542,472,100 | +542,472,100 |
| Intuitive Surgical Inc | 0 | 1,160,360 | +1,160,360 | 0 | 534,914,356 | +534,914,356 |
| Snowflake Inc | 0 | 3,226,305 | +3,226,305 | 0 | 486,591,321 | +486,591,321 |
| Meta Platforms Inc | 0 | 1,738,950 | +1,738,950 | 0 | 994,905,464 | +994,905,464 |
| Nasdaq Inc | 0 | 0 | 0 | 0 | 0 | 0 |
| NVIDIA Corp | 0 | 16,654,394 | +16,654,394 | 0 | 2,904,526,314 | +2,904,526,314 |
| Oracle Corp. | 0 | 471,490 | +471,490 | 0 | 69,360,894 | +69,360,894 |
| KKR & Co. Inc | 0 | 0 | 0 | 0 | 0 | 0 |
| Visa Inc | 0 | 1,356,780 | +1,356,780 | 0 | 410,073,187 | +410,073,187 |
| Mastercard Incorporated | 0 | 836,577 | +836,577 | 0 | 418,004,065 | +418,004,065 |
| Ares Management Corp | 0 | 0 | 0 | 0 | 0 | 0 |
| Stryker Corp. | 0 | 440,096 | +440,096 | 0 | 144,611,145 | +144,611,145 |
| Axon Enterprise Inc | 0 | 0 | 0 | 0 | 0 | 0 |
| Intuit Inc | 0 | 651,617 | +651,617 | 0 | 281,746,159 | +281,746,159 |
| Amphenol Corp. | 0 | 1,328,007 | +1,328,007 | 0 | 167,793,684 | +167,793,684 |
| Cintas Corporation | 0 | 0 | 0 | 0 | 0 | 0 |
| Spotify Technology S.A. | 0 | 620,901 | +620,901 | 0 | 301,081,103 | +301,081,103 |
| Cadence Design Systems, Inc. | 0 | 0 | 0 | 0 | 0 | 0 |
| ServiceNow Inc | 0 | 499,866 | +499,866 | 0 | 52,260,990 | +52,260,990 |
| Vertex Pharmaceuticals, Inc. | 0 | 0 | 0 | 0 | 0 | 0 |
| DoorDash Inc | 0 | 0 | 0 | 0 | 0 | 0 |
| Amazon.com Inc. | 0 | 5,414,765 | +5,414,765 | 0 | 1,127,733,108 | +1,127,733,108 |
| Microsoft Corporation | 0 | 4,488,492 | +4,488,492 | 0 | 1,661,505,083 | +1,661,505,083 |