Managed by
Hedge FundAUM Tracked
$29.1B
AI Exposure
61.8%
AI & Tech holdings for Winslow Capital Management, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGAI | Alphabet Inc. | 4,699,329 | $1.7B | 5.7% | Reduced by 29% |
| $NVDAAI | NVIDIA Corporation | 7,623,751 | $1.5B | 5.2% | Reduced by 54% |
| $NVDAAI | NVIDIA Corporation | 4,846,070 | $969.7M | 3.3% | Reduced by 71% |
| $AVGOAI | Broadcom Inc. | 2,483,720 | $938.2M | 3.2% | Reduced by 51% |
| $GOOGAI | Alphabet Inc. | 2,537,000 | $896.4M | 3.1% | Reduced by 62% |
| $AAPLAI | Apple Inc. | 2,587,518 | $748.7M | 2.6% | Reduced by 72% |
| $AMZNAI | Amazon.com, Inc. | 2,638,841 | $628.9M | 2.2% | Reduced by 51% |
| $NVDAAI | NVIDIA Corporation | 3,130,554 | $626.4M | 2.2% | Reduced by 81% |
| $GOOGAI | Alphabet Inc. | 1,563,735 | $552.5M | 1.9% | Reduced by 76% |
| $AVGOAI | Broadcom Inc. | 1,321,966 | $499.4M | 1.7% | Reduced by 74% |
| $MSFTAI | Microsoft Corporation | 1,254,465 | $467.9M | 1.6% | Reduced by 72% |
| $AMDAI | Advanced Micro Devices | 801,378 | $465.5M | 1.6% | Reduced by 58% |
| $KLACAI | KLA Corporation | 1,524,800 | $460.0M | 1.6% | Increased by 848% |
| $METAAI | Meta Platforms, Inc. | 744,590 | $419.4M | 1.4% | Reduced by 57% |
| $AAPLAI | Apple Inc. | 1,383,059 | $400.2M | 1.4% | Reduced by 85% |
| $ANETAI | Arista Networks | 1,959,113 | $332.8M | 1.1% | Reduced by 5% |
| $AVGOAI | Broadcom Inc. | 827,678 | $312.7M | 1.1% | Reduced by 84% |
| $ASMLAI | ASML Holding NV | 144,839 | $288.1M | 1% | Reduced by 59% |
| $MUAI | Micron Technology | 247,136 | $285.3M | 1% | Reduced by 58% |
| $AAPLAI | Apple Inc. | 907,079 | $262.5M | 0.9% | Reduced by 90% |
| $ASMLAI | ASML Holding NV | 125,045 | $248.8M | 0.9% | Reduced by 64% |
| $AMZNAI | Amazon.com, Inc. | 1,011,040 | $241.0M | 0.8% | Reduced by 81% |
| $TSLAAI | Tesla, Inc. | 572,447 | $240.8M | 0.8% | Reduced by 61% |
| $AMDAI | Advanced Micro Devices | 412,600 | $239.7M | 0.8% | Reduced by 78% |
| $MSFTAI | Microsoft Corporation | 623,937 | $232.7M | 0.8% | Reduced by 86% |
| $MUAI | Micron Technology | 198,960 | $229.7M | 0.8% | Reduced by 66% |
| $VRTAI | Vertiv Holdings | 644,788 | $215.9M | 0.7% | Reduced by 25% |
| $ADIAI | Analog Devices | 508,952 | $202.1M | 0.7% | Reduced by 44% |
| $METAAI | Meta Platforms, Inc. | 352,296 | $198.4M | 0.7% | Reduced by 80% |
| $TXNAI | Texas Instruments | 650,600 | $193.9M | 0.7% | Reduced by 5% |
| $LRCXAI | Lam Research | 430,000 | $186.3M | 0.6% | Increased by 2847% |
| $APPAI | AppLovin Corporation | 331,310 | $170.7M | 0.6% | Reduced by 23% |
| $ANETAI | Arista Networks | 934,260 | $158.7M | 0.5% | Reduced by 55% |
| $ASMLAI | ASML Holding NV | 78,472 | $156.1M | 0.5% | Reduced by 78% |
| $AMZNAI | Amazon.com, Inc. | 654,774 | $156.1M | 0.5% | Reduced by 88% |
| $MSFTAI | Microsoft Corporation | 416,825 | $155.5M | 0.5% | Reduced by 91% |
| $TSLAAI | Tesla, Inc. | 352,630 | $148.3M | 0.5% | Reduced by 76% |
| $AMDAI | Advanced Micro Devices | 246,186 | $143.0M | 0.5% | Reduced by 87% |
| $METAAI | Meta Platforms, Inc. | 241,478 | $136.0M | 0.5% | Reduced by 86% |
| $PLTRAI | Palantir Technologies | 1,135,294 | $132.5M | 0.5% | Reduced by 67% |
| $MUAI | Micron Technology | 113,392 | $130.9M | 0.5% | Reduced by 81% |
| $ORCLAI | Oracle Corporation | 838,353 | $122.9M | 0.4% | Increased by 78% |
| $ADIAI | Analog Devices | 306,520 | $121.7M | 0.4% | Reduced by 66% |
| $APPAI | AppLovin Corporation | 195,640 | $100.8M | 0.3% | Reduced by 55% |
| $ANETAI | Arista Networks | 591,618 | $100.5M | 0.3% | Reduced by 71% |
| $VRTAI | Vertiv Holdings | 295,800 | $99.0M | 0.3% | Reduced by 66% |
| $TSLAAI | Tesla, Inc. | 225,104 | $94.7M | 0.3% | Reduced by 85% |
| $SHOPAI | Shopify Inc. | 760,380 | $86.8M | 0.3% | Reduced by 75% |
| $SHOPAI | Shopify Inc. | 713,134 | $81.4M | 0.3% | Reduced by 76% |
| $VRTAI | Vertiv Holdings | 221,781 | $74.3M | 0.3% | Reduced by 74% |
| $ADIAI | Analog Devices | 183,588 | $72.9M | 0.3% | Reduced by 80% |
| $ORCLAI | Oracle Corporation | 429,610 | $63.0M | 0.2% | Reduced by 9% |
| $APPAI | AppLovin Corporation | 113,412 | $58.4M | 0.2% | Reduced by 74% |
| $PLTRAI | Palantir Technologies | 485,020 | $56.6M | 0.2% | Reduced by 86% |
| $SHOPAI | Shopify Inc. | 446,179 | $50.9M | 0.2% | Reduced by 85% |
| $PLTRAI | Palantir Technologies | 355,816 | $41.5M | 0.1% | Reduced by 90% |
| $ORCLAI | Oracle Corporation | 269,580 | $39.5M | 0.1% | Reduced by 43% |
| $DDOGAI | Datadog Inc. | 71,940 | $18.7M | 0.1% | New Position |
| $LRCXAI | Lam Research | 14,164 | $6.1M | 0% | No change |
| $GOOGLAI | Alphabet Inc. | 8,169 | $2.9M | 0% | No change |
| $ISRGAI | Intuitive Surgical | 5,584 | $2.2M | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 2,360 | $1.7M | 0% | New Position |
| $SNOWAI | Snowflake Inc. | 5,568 | $1.4M | 0% | Reduced by 100% |
| $ISRGAI | Intuitive Surgical | 1,866 | $742.1K | 0% | Reduced by 100% |
| $UBERAI | Uber Technologies | 4,618 | $333.2K | 0% | No change |
| $TXNAI | Texas Instruments | 133 | $39.6K | 0% | Reduced by 100% |
| $SNOWAI | Snowflake Inc. | 40 | $10.2K | 0% | Reduced by 100% |