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Winslow Capital Management, LLC

CIK:0000900973
Asset Manager
$27B AUM
63 holdings
Minneapolis, MN, United States
Founded:1992
36 employees
Latest filing:Jun 30, 2025

Winslow Capital Management, LLC is an asset management firm headquartered in Minneapolis, Minnesota. Founded in 1992, Winslow specializes in U.S. growth equity strategies for institutional and individual investors. The firm employs approximately 36 professionals. Winslow Capital is a subsidiary of Nuveen, providing growth-oriented investment advisory services to a broad client base including pensions, endowments, foundations, and individuals.

Investment Strategy

Winslow Capital Management, LLC focuses on U.S. growth equity strategies, primarily managing large-cap growth portfolios. The firm emphasizes fundamental research to identify companies with strong, sustainable growth prospects and competitive advantages. The investment process is long-term oriented, seeking to invest in high-quality businesses with robust business models, disciplined management, and potential for superior capital appreciation. Their approach aims for consistent outperformance by integrating macroeconomic and company-specific analysis, with a strong focus on risk management.

Top Buys
M
MSFTMicrosoft Corp
+$992.8M
N
NVDANvidia Corp
+$948.1M
I
INTUIntuit Inc
+$782.7M
S
SNOWSnowflake Inc Cl A
+$725.7M
V
VRTVertiv Holdings Co Cl A
+$459.3M
Top Sells
G
GOOGLALPHABET CLASS A
-$567.5M
G
GOOGALPHABET CLASS C
-$483.0M
O
ORLYO'REILLY AUTOMOTIVE INC NEW CO
-$343.6M
F
FIFiserv Inc
-$311.4M
K
KKRKkr & Co Inc
-$290.7M

Top Holdings

M
MSFTMicrosoft Corp
+11.2%$3.35B
N
NVDANvidia Corp
+9.0%$2.70B
A
AMZNAmazon Com Inc
+6.5%$1.94B
M
METAMeta Platforms Inc
+5.7%$1.71B
A
AAPLApple Inc
+4.9%$1.48B

Equity Positions (63)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
Microsoft Corp11.18%$3.35B6,729,889$190.72$497.41+$992.8M
N
NVDA
Nvidia Corp9.03%$2.70B17,108,401$23.34$157.99+$948.1M
A
AMZN
Amazon Com Inc6.47%$1.94B8,826,640$113.88$219.39+$43.8M
M
META
Meta Platforms Inc5.69%$1.71B2,310,169$323.47$738.09+$359.1M
A
AAPL
Apple Inc4.94%$1.48B7,204,012$156.41$205.17-$22.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+21.7%
SEMICONDUCTORS & RELATED DEVICES
+14.7%
SERVICES-BUSINESS SERVICES, NEC
+8.3%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.7%