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Funds (13F)

Winslow Capital Management, LLC

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+17.2%
S&P 500 +14.1%
Last 12 months
−4.4%
S&P 500 +12.1%
Sharpe ratio
0.80
S&P 500 0.78
Biggest drop
−39.1%
S&P 500 −31.8%
$10.0k$20.0k$40.0k$80.0k 2013201520172019202120232025 $81.0k$57.0k
StrategyS&P 500 $10,000 in Winslow Capital Management, LLC from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Winslow Capital Management, LLC's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Winslow Capital Management, LLC's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+17.2%+14.1%
Total return+710%+470%
Last 12 months−4.4%+12.1%
Last 3 months−1.1%—
Last month−7.4%—
This year so far−2.3%—
Volatility a year19.7%16.0%
Sharpe ratio0.800.78
Biggest drop−39.1%−31.8%
Beta to the S&P 5001.141.00
Alpha a year (t-statistic)+1.6% (0.76)—
Share of weeks up58%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
NVDA12.0%——
AVGO6.8%——
AAPL5.4%——
AMZN4.0%——
MSFT3.3%——
AMD3.3%——
LLY3.2%——
META2.9%——
HLT2.8%——
ASML2.7%——
MU2.5%——
GE2.5%——
ANET2.3%——
LITE2.0%——
V1.9%——
STX1.9%——
TSLA1.9%——
KLAC1.8%——
JCI1.7%——
GEV1.6%——
ADI1.5%——
TT1.5%——
VRT1.5%——
HWM1.5%——
CAT1.4%——
AFRM1.4%——
MA1.4%——
APH1.4%——
ECL1.4%——
ELAN1.3%——
APP1.3%——
PH1.2%——
MCK1.2%——
CHRW1.2%——
PWR1.2%——
MSCI1.1%——
SNDK1.1%——
WWD1.1%——
MS1.1%——
AXON1.1%——
ORLY1.1%——
CLS1.0%——
PLTR0.9%——
SPCX0.9%——
ORCL0.9%——
SHOP0.8%——
TXN0.8%——
LRCX0.7%——
COMP0.3%——
WDC0.1%——
DDOG0.1%——
ISRG0.0%——
GOOGL0.0%——
AMAT0.0%——
SNOW0.0%——
SPOT0.0%——
NFLX0.0%——
CMG0.0%——
MCO0.0%——
UBER0.0%——
COST0.0%——
LIN0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+17.2%+14.1%0.800.78−39.1%1.14+1.6% (0.76)
2018 onwards5 Jan 2018 to 2 Nov 2026+15.5%+13.9%0.630.66−39.1%1.15+0.5% (0.16)
Last three years3 Nov 2023 to 2 Nov 2026+21.2%+21.8%0.851.16−20.6%1.31−4.5% (−1.02)
Last year7 Nov 2025 to 2 Nov 2026−1.6%+14.2%−0.190.84−17.0%1.41−17.6% (−1.82)
DateCompanyAction
14 Aug 2026WWDBought
14 Aug 2026WDCBought
14 Aug 2026STXBought
14 Aug 2026SPCXBought
14 Aug 2026SNDKBought
14 Aug 2026MSCIBought
14 Aug 2026LITEBought
14 Aug 2026JCIBought
14 Aug 2026DDOGBought
14 Aug 2026CLSBought
14 Aug 2026CATBought
14 Aug 2026AXONBought
14 Aug 2026AMATBought
14 Aug 2026AFRMBought
15 May 2026TXNBought
15 May 2026TEAMBought
15 May 2026MUBought
15 May 2026MSBought
15 May 2026ELANBought
15 May 2026COSTBought
15 May 2026CMEBought
15 May 2026CHRWBought
15 May 2026APPBought
13 Feb 2026VRTXBought
13 Feb 2026NDAQBought

Dated at the rebalance that made the change.

DateCompanyAction
14 Aug 2026TEAMSold
14 Aug 2026SYKSold
14 Aug 2026NOWSold
14 Aug 2026MELISold
14 Aug 2026INTUSold
14 Aug 2026CMESold
14 Aug 2026BSXSold
14 Aug 2026BKNGSold
15 May 2026WDAYSold
15 May 2026VRTXSold
15 May 2026SNPSSold
15 May 2026NDAQSold
15 May 2026KKRSold
15 May 2026DASHSold
15 May 2026CTASSold
15 May 2026CDNSSold
15 May 2026AXONSold
15 May 2026ARESSold
15 May 2026ALNYSold
13 Feb 2026TXNSold
13 Feb 2026SAILSold
13 Feb 2026FIXSold
13 Feb 2026ETNSold
13 Feb 2026CVNASold
14 Nov 2025ONONSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest