account_balance
Investment manager · 13F filer · SEC CIK 900973
Winslow Capital Management, LLC
Reported value$27.7Bas of Sep 30, 2026
Positions65 8 new, 9 sold out
Top 10 weight56.8%NVDA alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
13.2%Added +3%
GOOGAlphabet Inc.
10.9%
MSFTMicrosoft Corp
6.2%Added +46%
AAPLApple Inc.
4.6%Trimmed −22%
AMDAdvanced Micro Devices Inc
3.9%Added +22%
LLYELI Lilly & Co
3.8%Added +32%
AMZNAmazon.com Inc
3.8%
METAMeta Platforms, Inc.
3.7%Added +4%
VVisa Inc.
3.4%Added +77%
AVGOBroadcom Inc.
3.3%−44%
ANETArista Networks, Inc.
2.8%+9%
ASMLASML Holding NV
2.6%
NVDANVIDIA Corp
13.2%Added +3%
GOOGAlphabet Inc.
10.9%
MSFTMicrosoft Corp
6.2%
AAPLApple Inc.
4.6%
AMDAdvanced Micro Devices Inc
3.9%
LLY3.8%AMZN3.8%METAMeta Platforms, Inc.
3.7%
V3.4%AVGO3.3%ANETASML2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 13.2% Added +3%GOOG Alphabet Inc. 10.9% HeldMSFT Microsoft Corp 6.2% Added +46%AAPL Apple Inc. 4.6% Trimmed −22%AMD Advanced Micro Devices Inc 3.9% Added +22%LLY ELI Lilly & Co 3.8% Added +32%AMZN Amazon.com Inc 3.8% HeldMETA Meta Platforms, Inc. 3.7% Added +4%V Visa Inc. 3.4% Added +77%AVGO Broadcom Inc. 3.3% Trimmed −44%ANET Arista Networks, Inc. 2.8% Added +9%ASML ASML Holding NV 2.6% Added +16%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.