Winslow Capital Management

Superinvestor profile · Rank #14 of 149 tracked managers by reported 13F value · CIK 0000900973 · All profiles
Founded 1992Minneapolis, Minnesota, U.S.Large-cap growth equityKey person: Justin Kelly (CEO and CIO)
Reported 13F value
$29.1B
Period 2026-06-30 · Filed 2026-08-13
Positions
66
Top 10 = 49.7% of value
Clone CAGR (full window)
+19.1%
2016-11-01 → 2026-10-02 · cumulative +468%
SPY CAGR (same window)
+15.8%
Cumulative +327%
Max drawdown (monthly)
-37%
Month-end values, approximate
Latest-quarter activity
14 new · 8 exited
19 increased · 32 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)

Clone performance

2016 2026 — 13F clone — S&P 500 (SPY)
WindowClone CAGRNote
Full window (2016-11-01 → 2026-10-02, 40 filings)+19.14%Cumulative +468.0% vs SPY +327.1%
Trailing 10Y—
Trailing 5Y+12.81%
Trailing 3Y+27.25%
Trailing 1Y+10.33%

Top holdings — 2026 Q2 filing

TickerCompanyWeightReported value
NVDANvidia Corp10.74%$3.1B
GOOGAlphabet Inc10.70%$3.1B
AVGOBroadcom Inc6.02%$1.8B
AAPLApple Inc4.86%$1.4B
AMZNAmazon.Com Inc.3.53%$1.0B
MSFTMicrosoft Corporation2.95%$856M
AMDAdvanced Micro Devices Inc.2.92%$848M
LLYLilly(Eli) & Co2.86%$832M
METAMeta Platforms Inc2.59%$754M
HLTHilton Worldwide Holdings Inc2.49%$723M

As reported on the 2026-06-30 Form 13F (filed 2026-08-13). Full holdings and quarter changes: holdings page.

Filing history in this profile

Every clone input traces to one of these SEC filings. 92.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.

QuarterSEC accession no.FiledDisclosed CUSIPs
2026Q20000900973-26-0000062026-08-1366
2026Q10000900973-26-0000042026-05-1460
2025Q40000900973-26-0000022026-02-1262
2025Q30000900973-25-0000122025-11-1360
2025Q20000900973-25-0000082025-08-1363
2025Q10000900973-25-0000062025-05-1465
2024Q40000900973-25-0000022025-02-1368
2024Q30000900973-24-0000102024-11-1361
2024Q20000900973-24-0000062024-08-1355
2024Q10000900973-24-0000042024-05-1457
2023Q40000900973-24-0000022024-02-1359
2023Q30000900973-23-0000082023-11-1354
2023Q20000900973-23-0000062023-08-1156
2023Q10000900973-23-0000042023-05-1155
2022Q40000900973-23-0000022023-02-1052
2022Q30000900973-22-0000092022-11-1456
2022Q20000900973-22-0000072022-08-1259
2022Q10000900973-22-0000042022-05-1360
2021Q40000900973-22-0000022022-02-1166
2021Q30000900973-21-0000102021-11-1268
2021Q20000900973-21-0000082021-08-1363
2021Q10000900973-21-0000042021-05-1363
2020Q40000900973-21-0000022021-02-1260
2020Q30000900973-20-0000082020-11-1255
2020Q20000900973-20-0000062020-08-1352
2020Q10000900973-20-0000042020-05-1553
2019Q40000900973-20-0000022020-02-1354
2019Q30000900973-19-0000112019-11-1456
2019Q20000900973-19-0000092019-08-1258
2019Q10000900973-19-0000072019-05-1460
2018Q40000900973-19-0000022019-02-1399
2018Q30000900973-18-0000142018-11-0998
2018Q20000900973-18-0000122018-08-1494
2018Q10000900973-18-0000092018-05-1496
2017Q40000900973-18-0000042018-02-1499
2017Q30000900973-17-0000152017-11-1496
2017Q20000900973-17-0000122017-08-1195
2017Q10000900973-17-0000102017-05-1293
2016Q40000900973-17-0000032017-02-1098
2016Q30000900973-16-0000512016-11-01161

Background (founded / HQ / style) source: https://www.planadviser.com/nuveen-snaps-up-investment-boutique/ — Founded in 1992 in Minneapolis by Clark J. Winslow. Acquired by Nuveen in 2008 and now a Nuveen (TIAA) affiliate, operating independently. Its Form ADV states it has provided advisory services since July 1992.