Managed by
Hedge FundAUM Tracked
$25.6B
AI Exposure
69.2%
AI & Tech holdings for Winslow Capital Management, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,188,268 | $1.4B | 5.6% | Reduced by 52% |
| $AAPLAI | Apple Inc. | 4,027,898 | $1.0B | 4% | Reduced by 51% |
| $MSFTAI | Microsoft Corporation | 2,644,806 | $979.0M | 3.8% | Reduced by 58% |
| $GOOGAI | Alphabet Inc. | 3,375,120 | $968.2M | 3.8% | Reduced by 44% |
| $NVDAAI | NVIDIA Corporation | 5,104,256 | $890.2M | 3.5% | Reduced by 70% |
| $AVGOAI | Broadcom Inc. | 2,675,278 | $828.0M | 3.2% | Reduced by 40% |
| $AAPLAI | Apple Inc. | 3,180,280 | $807.1M | 3.1% | Reduced by 62% |
| $AMZNAI | Amazon.com, Inc. | 2,920,425 | $608.2M | 2.4% | Reduced by 64% |
| $METAAI | Meta Platforms, Inc. | 1,040,889 | $595.5M | 2.3% | Reduced by 43% |
| $NVDAAI | NVIDIA Corporation | 3,361,870 | $586.3M | 2.3% | Reduced by 80% |
| $GOOGAI | Alphabet Inc. | 1,994,208 | $572.1M | 2.2% | Reduced by 67% |
| $AAPLAI | Apple Inc. | 2,051,069 | $520.5M | 2% | Reduced by 75% |
| $AVGOAI | Broadcom Inc. | 1,469,198 | $454.7M | 1.8% | Reduced by 67% |
| $MSFTAI | Microsoft Corporation | 1,101,826 | $407.9M | 1.6% | Reduced by 83% |
| $GOOGAI | Alphabet Inc. | 1,273,139 | $365.2M | 1.4% | Reduced by 79% |
| $ISRGAI | Intuitive Surgical | 684,794 | $315.7M | 1.2% | Reduced by 46% |
| $TSLAAI | Tesla, Inc. | 843,106 | $313.4M | 1.2% | Reduced by 44% |
| $AMZNAI | Amazon.com, Inc. | 1,492,099 | $310.8M | 1.2% | Reduced by 82% |
| $AVGOAI | Broadcom Inc. | 970,044 | $300.2M | 1.2% | Reduced by 78% |
| $MSFTAI | Microsoft Corporation | 741,860 | $274.6M | 1.1% | Reduced by 88% |
| $PLTRAI | Palantir Technologies | 1,786,815 | $261.4M | 1% | Increased by 22% |
| $SNOWAI | Snowflake Inc. | 1,640,296 | $247.4M | 1% | Reduced by 47% |
| $ANETAI | Arista Networks | 1,986,903 | $244.0M | 1% | No change |
| $KLACAI | KLA Corporation | 160,780 | $236.7M | 0.9% | Increased by 67% |
| $METAAI | Meta Platforms, Inc. | 408,758 | $233.9M | 0.9% | Reduced by 78% |
| $AMZNAI | Amazon.com, Inc. | 1,002,241 | $208.7M | 0.8% | Reduced by 88% |
| $ASMLAI | ASML Holding NV | 153,611 | $202.9M | 0.8% | Increased by 80748% |
| $SHOPAI | Shopify Inc. | 1,602,777 | $190.1M | 0.7% | Reduced by 46% |
| $AMDAI | Advanced Micro Devices | 933,231 | $189.8M | 0.7% | Increased by 12% |
| $ADIAI | Analog Devices | 524,568 | $166.9M | 0.7% | Reduced by 8% |
| $METAAI | Meta Platforms, Inc. | 289,303 | $165.5M | 0.6% | Reduced by 84% |
| $INTUAI | Intuit Inc. | 373,093 | $161.3M | 0.6% | Reduced by 59% |
| $ASMLAI | ASML Holding NV | 118,957 | $157.1M | 0.6% | Increased by 62509% |
| $SNOWAI | Snowflake Inc. | 953,908 | $143.9M | 0.6% | Reduced by 69% |
| $PLTRAI | Palantir Technologies | 951,920 | $139.2M | 0.5% | Reduced by 35% |
| $TSLAAI | Tesla, Inc. | 366,090 | $136.1M | 0.5% | Reduced by 76% |
| $TXNAI | Texas Instruments | 686,000 | $133.2M | 0.5% | New Position |
| $ISRGAI | Intuitive Surgical | 282,254 | $130.1M | 0.5% | Reduced by 78% |
| $AMDAI | Advanced Micro Devices | 589,151 | $119.9M | 0.5% | Reduced by 29% |
| $PLTRAI | Palantir Technologies | 712,153 | $104.2M | 0.4% | Reduced by 51% |
| $ASMLAI | ASML Holding NV | 78,103 | $103.2M | 0.4% | Increased by 41007% |
| $SHOPAI | Shopify Inc. | 864,767 | $102.6M | 0.4% | Reduced by 71% |
| $MUAI | Micron Technology | 298,527 | $100.9M | 0.4% | New Position |
| $VRTAI | Vertiv Holdings | 400,720 | $100.4M | 0.4% | Increased by 9041% |
| $SNOWAI | Snowflake Inc. | 632,101 | $95.3M | 0.4% | Reduced by 80% |
| $TSLAAI | Tesla, Inc. | 250,043 | $93.0M | 0.4% | Reduced by 83% |
| $APPAI | AppLovin Corporation | 232,344 | $92.5M | 0.4% | New Position |
| $ISRGAI | Intuitive Surgical | 193,312 | $89.1M | 0.3% | Reduced by 85% |
| $AMDAI | Advanced Micro Devices | 373,046 | $75.9M | 0.3% | Reduced by 55% |
| $ADIAI | Analog Devices | 236,560 | $75.3M | 0.3% | Reduced by 59% |
| $INTUAI | Intuit Inc. | 172,702 | $74.7M | 0.3% | Reduced by 81% |
| $ORCLAI | Oracle Corporation | 469,699 | $69.1M | 0.3% | Reduced by 73% |
| $SHOPAI | Shopify Inc. | 556,656 | $66.0M | 0.3% | Reduced by 81% |
| $VRTAI | Vertiv Holdings | 261,600 | $65.6M | 0.3% | Increased by 5867% |
| $MUAI | Micron Technology | 175,126 | $59.2M | 0.2% | New Position |
| $VRTAI | Vertiv Holdings | 202,407 | $50.7M | 0.2% | Increased by 4517% |
| $NOWAI | ServiceNow Inc. | 474,744 | $49.6M | 0.2% | Reduced by 83% |
| $APPAI | AppLovin Corporation | 122,340 | $48.7M | 0.2% | New Position |
| $ADIAI | Analog Devices | 145,309 | $46.2M | 0.2% | Reduced by 75% |
| $INTUAI | Intuit Inc. | 105,822 | $45.8M | 0.2% | Reduced by 88% |
| $TEAMAI | Atlassian Corporation | 570,800 | $39.0M | 0.2% | New Position |
| $MUAI | Micron Technology | 110,028 | $37.2M | 0.1% | New Position |
| $APPAI | AppLovin Corporation | 77,207 | $30.7M | 0.1% | New Position |
| $ANETAI | Arista Networks | 74,374 | $9.1M | 0% | Reduced by 96% |
| $LRCXAI | Lam Research | 14,589 | $3.1M | 0% | Reduced by 34% |
| $GOOGLAI | Alphabet Inc. | 8,398 | $2.4M | 0% | Reduced by 8% |
| $NOWAI | ServiceNow Inc. | 19,025 | $2.0M | 0% | Reduced by 99% |
| $NOWAI | ServiceNow Inc. | 6,097 | $637.4K | 0% | Reduced by 100% |
| $ANETAI | Arista Networks | 4,035 | $495.4K | 0% | Reduced by 100% |
| $UBERAI | Uber Technologies | 4,849 | $348.8K | 0% | Reduced by 18% |
| $ORCLAI | Oracle Corporation | 1,791 | $263.5K | 0% | Reduced by 100% |
| $TXNAI | Texas Instruments | 171 | $33.2K | 0% | New Position |
| $TEAMAI | Atlassian Corporation | 17 | $1.2K | 0% | New Position |