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CIK: 0000900973
Total reported value
$29.1B
$29.1B
55 檔
37.0%
At the close of Q2 2024, Winslow Capital Management, LLC disclosed equity holdings valued at approximately $29.1B, spread across 55 reported holdings.
During Q2 2024, Winslow Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.68% | -3.53% | +0.08% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.52% | -0.58% | +841.32% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.65% | -0.87% | -3.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.18% | -4.30% | +13.46% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.79% | -1.29% | -20.28% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.68% | -0.15% | -3.26% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.32% | — | +4.22% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.98% | +3.27% | +2.05% | |
| 9 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.68% | -2.08% | -7.24% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 2.40% | -1.10% | EXIT | |
| 11 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.32% | — | +8.98% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 2.28% | — | +61.63% | |
| 13 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.04% | -1.17% | — | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 2.03% | — | -27.85% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.97% | +0.14% | +6.93% | |
| 16 | KKR | Kkr & Co Inc | Stock-Financials | 1.93% | — | +24.80% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.76% | -1.35% | EXIT | |
| 18 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.76% | — | +4.19% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.73% | +0.57% | +4.35% | |
| 20 | TT | Trane Technologies plc | Stock-Industrials | 1.69% | +0.06% | -2.98% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.58% | -0.20% | EXIT | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.54% | -0.10% | -2.32% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | +0.14% | +4.06% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.44% | -2.35% | -28.38% | |
| 25 | FICO | Fair Isaac CORP | Stock-Tech | 1.42% | — | — | |
| 26 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.32% | — | +3220.43% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.32% | -0.36% | -3.19% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 1.29% | — | +22.82% | |
| 29 | WDAY | Workday Inc-class A | Stock-Tech | 1.29% | — | +35.99% | |
| 30 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.29% | — | EXIT | |
| 31 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.24% | — | +25.55% | |
| 32 | GE | General Electric | Stock-Industrials | 1.21% | -0.44% | +38.70% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.04% | -4.02% | |
| 34 | PH | Parker Hannifin CORP | Stock-Industrials | 1.09% | -0.24% | -24.03% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 1.08% | — | +16.50% | |
| 36 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.01% | +0.42% | -3.77% | |
| 37 | WCN | Waste Connections Inc | Stock-Industrials | 0.99% | — | — | |
| 38 | AME | Ametek Inc | Stock-Industrials | 0.98% | — | +7.44% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.93% | — | -61.76% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | — | — | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | +1.42% | +57.02% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.78% | +0.66% | +1692.18% | |
| 43 | COMP | Compass Inc - Class A | Stock-Real Estate | 0.09% | +0.09% | — | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.08% | — | -96.40% | |
| 45 | ODD | Oddity Tech Ltd. | Stock-Other | 0.08% | — | — | |
| 46 | RSKD | Riskified Ltd. | Stock-Other | 0.06% | — | -25.00% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | -0.06% | +106.08% | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.01% | +0.15% | — | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | — | — | — | |
| 50 | LIN | Linde plc | Stock-Materials | — | — | -99.73% |
According to official SEC Form 13F filings, Winslow Capital Management, LLC reported a total U.S. public equity portfolio value of $29.1B across 55 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 37.0% of total reported equity market value during Q2 2024.
During Q2 2024, Winslow Capital Management, LLC's top holdings by market value included MSFT (11.7%)、NVDA (9.5%)、AMZN (7.7%). The largest single position, MSFT, represented 11.7% of total portfolio value.
In Q2 2024, Winslow Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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