Winslow Capital Management, LLC’s portfolio moves, tracked quarter by quarter. This profile follows the fund’s institutional equity holdings as disclosed in its quarterly SEC Form 13F filings, updated each reporting period with new positions, increases, decreases, and exits. Because 13F filings only report a quarterly snapshot rather than exact trade dates, all moves below reflect changes observed during the quarter ending 2026-03-31, not a specific transaction day.
New Positions Opened
During the quarter ending 2026-03-31, Winslow Capital Management, LLC opened five new positions. The fund started stakes in C.H. Robinson Worldwide, Inc. (CHRW) worth $49,148,915, Elanco Animal Health Inc (ELAN) worth $66,110,334, Micron Technology Inc. (MU) worth $37,171,859, Morgan Stanley (MS) worth $54,357,800, and Applovin Corp (APP) worth $30,728,386. These fresh entries span industrials, animal health, semiconductors, financials, and software, suggesting a diversified round of new exposure this period.
Positions Increased
The fund added meaningfully to a number of existing holdings during the quarter ending 2026-03-31. Notable percentage increases include ASML Holding NV (ASML), up 50650% to $103,160,785, Vertiv Holdings Co (VRT), up 7041% to $50,719,146, Booking Holdings Inc (BKNG), up 8758% to $67,835,329, O’Reilly Automotive, Inc. (ORLY), up 3600% to $50,049,282, and Parker-Hannifin Corp. (PH), up 587% to $64,937,129. Other additions included Trane Technologies plc (TT), Advanced Micro Devices Inc. (AMD), Palantir Technologies Inc (PLTR), Netflix Inc. (NFLX), KLA Corp. (KLAC), GE Aerospace, and more modest additions to larger existing stakes in Apple Inc (AAPL), Broadcom Inc (AVGO), and Alphabet Inc (GOOGL). The scale of these increases points to Winslow Capital Management, LLC building conviction across technology, industrials, and consumer names it already held.
On the other side of the ledger, Winslow Capital Management, LLC exited its position in Ares Management Corp (ARES), which had previously been worth $53,038,720, fully closing out that holding during the quarter ending 2026-03-31.
13F filings are required within 45 days of quarter-end, which is why this profile updates on a quarterly cadence rather than in real time. Each new filing period, this page will be refreshed with the fund’s latest disclosed buys, sells, and adjustments, building a running record of Winslow Capital Management, LLC’s institutional positioning over time. This content is for informational and tracking purposes only and should not be read as investment advice or a recommendation to buy or sell any security.
Related ticker coverage
- CHRW — all coverage →
- ELAN — all coverage →
- MU — all coverage →
- MS — all coverage →
- APP — all coverage →
- PLTR — all coverage →
- PH — all coverage →
- VRT — all coverage →
- TT — all coverage →
- ASML — all coverage →
- AMD — all coverage →
- AAPL — all coverage →
- BKNG — all coverage →
- AVGO — all coverage →
- KLAC — all coverage →
- NFLX — all coverage →
- ORLY — all coverage →
- GOOGL — all coverage →
- ARES — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.