Investments: Winslow Capital Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Winslow Capital Management, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
29.057.619.413 $+4.105.515.037 $
+138,0 %
6325.645.807.956 $-1.363.122.823 $
+7.946,1 %
5729.795.869.785 $-181.625.914 $
+1.000,5 %
5930.271.361.405 $+2.342.640.343 $
+4.766,0 %
58
NVIDIA CORPNVDA→ 0Neutral3.121.479.033 $+216.952.719 $
+7,5 %
12.904.526.314 $-256.616.193 $
-8,1 %
13.161.142.507 $-320.473.131 $
-9,2 %
13.481.615.638 $+778.659.365 $
+28,8 %
1
MICROSOFT CORPMSFT→ 0Neutral856.165.576 $-805.339.507 $
-48,5 %
11.661.505.083 $-1.402.077.596 $
-45,8 %
13.063.582.679 $-370.684.279 $
-10,8 %
13.434.266.958 $+86.752.871 $
+2,6 %
1
Alphabet Inc.GOOGL→ 0Neutral3.112.245.969 $+1.204.372.957 $
+63,1 %
11.907.873.012 $+8.764.251 $
+0,5 %
11.899.108.761 $+392.587.407 $
+26,1 %
11.506.521.354 $+1.502.671.564 $
+39.032,6 %
1
Apple Inc.AAPL→ 0Neutral1.411.398.540 $-938.505.756 $
-39,9 %
12.349.904.296 $+110.957.869 $
+5,0 %
12.238.946.427 $+62.144.603 $
+2,9 %
12.176.801.824 $+698.754.682 $
+47,3 %
1
AMAZON COM INCAMZN→ 0Stark1.025.971.474 $-101.761.634 $
-9,0 %
11.127.733.108 $-743.910.706 $
-39,7 %
11.871.643.814 $+98.572.370 $
+5,6 %
11.773.071.444 $-163.405.107 $
-8,4 %
1
Broadcom Inc.AVGO→ 0Stark1.750.253.252 $+167.258.168 $
+10,6 %
11.582.995.084 $+42.952.713 $
+2,8 %
11.540.042.371 $+91.084.578 $
+6,3 %
11.448.957.793 $+96.973.931 $
+7,2 %
1
Meta Platforms, Inc.META→ 0Neutral753.887.059 $-241.018.405 $
-24,2 %
1994.905.464 $-214.221.008 $
-17,7 %
11.209.126.472 $-320.226.486 $
-20,9 %
11.529.352.958 $-175.759.679 $
-10,3 %
1
ORACLE CORPORCL→ 0Stark225.326.927 $+155.966.033 $
+224,9 %
169.360.894 $-267.217.261 $
-79,4 %
1336.578.155 $-579.894.414 $
-63,3 %
1916.472.569 $+477.685.220 $
+108,9 %
1
Snowflake Inc.SNOW→ 0Neutral1.427.237 $-485.164.084 $
-99,7 %
1486.591.321 $-202.315.559 $
-29,4 %
1688.906.880 $-219.835.875 $
-24,2 %
1908.742.755 $+183.075.666 $
+25,2 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral848.223.870 $+462.636.952 $
+120,0 %
1385.586.918 $+207.853.146 $
+116,9 %
1177.733.772 $-380.132.546 $
-68,1 %
1557.866.318 $+557.866.318 $1
Tesla, Inc.TSLA→ 0Schwach483.766.128 $-58.705.972 $
-10,8 %
1542.472.100 $-134.493.533 $
-19,9 %
1676.965.633 $-158.812.673 $
-19,0 %
1835.778.306 $+391.370.377 $
+88,1 %
1
ELI LILLY & CoLLY→ 0Neutral831.953.434 $+135.148.560 $
+19,4 %
1696.804.874 $-119.742.903 $
-14,7 %
1816.547.777 $+223.595.298 $
+37,7 %
1592.952.479 $-338.434.642 $
-36,3 %
1
Hilton Worldwide Holdings Inc.HLT→ 0Neutral722.766.581 $+192.147.893 $
+36,2 %
1530.618.688 $+50.403.936 $
+10,5 %
1480.214.752 $+188.633.509 $
+64,7 %
1291.581.243 $-212.950.614 $
-42,2 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral2.962.716 $-531.951.640 $
-99,4 %
1534.914.356 $-187.585.497 $
-26,0 %
1722.499.853 $+417.944.720 $
+137,2 %
1304.555.133 $-424.958.121 $
-58,3 %
1
Spotify Technology S.A.SPOT→ 0Neutral1.290.614 $-299.790.489 $
-99,6 %
1301.081.103 $-343.165.331 $
-53,3 %
1644.246.434 $-73.065.132 $
-10,2 %
1717.311.566 $+3.019.315 $
+0,4 %
1
Mastercard IncMA→ 0Neutral369.532.632 $-48.471.433 $
-11,6 %
1418.004.065 $-290.658.263 $
-41,0 %
1708.662.328 $+14.767.597 $
+2,1 %
1693.894.731 $-72.391.377 $
-9,4 %
1
ServiceNow, Inc.NOW→ 0Schwach52.260.990 $-373.153.167 $
-87,7 %
1425.414.157 $-273.863.361 $
-39,2 %
1699.277.518 $+67.649.840 $
+10,7 %
1
VISA INC.V→ 0Stark505.106.361 $+95.033.174 $
+23,2 %
1410.073.187 $-287.561.416 $
-41,2 %
1697.634.603 $-1.447.800 $
-0,2 %
1699.082.403 $-148.641.368 $
-17,5 %
1
ASML HOLDING NVASML→ 0Sehr stark693.033.361 $+229.856.585 $
+49,6 %
1463.176.776 $+462.973.503 $
+227.759,5 %
1203.273 $+203.273 $1
GENERAL ELECTRIC COGE→ 0Stark638.414.930 $-38.888.157 $
-5,7 %
1677.303.087 $+278.914.085 $
+70,0 %
1398.389.002 $+95.176.280 $
+31,4 %
1303.212.722 $-2.878.812 $
-0,9 %
1
INTUIT INC.INTU→ 0Neutral281.746.159 $-319.874.758 $
-53,2 %
1601.620.917 $-61.434.157 $
-9,3 %
1663.055.074 $-119.621.521 $
-15,3 %
1
MICRON TECHNOLOGY INCMU→ 0Sehr stark645.811.403 $+448.620.614 $
+227,5 %
1197.190.789 $+197.190.789 $1
NETFLIX INCNFLX→ 0Neutral859.727 $-602.128.653 $
-99,9 %
1602.988.380 $+74.409.347 $
+14,1 %
1528.579.033 $-89.684.828 $
-14,5 %
1618.263.861 $-168.858.006 $
-21,5 %
1
DoorDash, Inc.DASH→ 0Schwach531.709.255 $-72.507.554 $
-12,0 %
1604.216.809 $+155.352.420 $
+34,6 %
1
Arista Networks, Inc.ANET→ 0Neutral592.030.271 $+338.451.264 $
+133,5 %
1253.579.007 $+5.076.943 $
+2,0 %
1248.502.064 $+11.956.013 $
+5,1 %
1236.546.051 $+236.546.051 $1
AMPHENOL CORP /DE/APH→ 0Stark360.472.487 $+192.678.803 $
+114,8 %
1167.793.684 $-333.905.299 $
-66,6 %
1501.698.983 $-47.189.315 $
-8,6 %
1548.888.298 $+548.566.768 $
+170.611,4 %
1
Lumentum Holdings Inc.LITE→ 0Neutral511.027.072 $+511.027.072 $1
Palantir Technologies Inc.PLTR→ 0Neutral230.555.086 $-274.240.811 $
-54,3 %
1504.795.897 $+243.199.178 $
+93,0 %
1261.596.719 $-12.932.977 $
-4,7 %
1274.529.696 $+27.104.534 $
+11,0 %
1
Seagate Technology Holdings plcSTX→ 0Stark498.910.790 $+498.910.790 $1
SHOPIFY INC.SHOP→ 0Neutral219.190.546 $-139.540.059 $
-38,9 %
1358.730.605 $-118.823.072 $
-24,9 %
1477.553.677 $-6.572.526 $
-1,4 %
1484.126.203 $+185.714.368 $
+62,2 %
1
GE Vernova Inc.GEV→ 0Stark423.890.662 $-42.212.624 $
-9,1 %
1466.103.286 $-13.521.785 $
-2,8 %
1479.625.071 $+479.625.071 $1
KLA CORPKLAC→ 0Stark460.047.408 $+223.313.328 $
+94,3 %
1236.734.080 $+119.503.162 $
+101,9 %
1117.230.918 $+8.216.816 $
+7,5 %
1109.014.102 $+13.796.940 $
+14,5 %
1
STRYKER CORPSYK→ 0Neutral144.611.145 $-313.953.819 $
-68,5 %
1458.564.964 $+110.109.586 $
+31,6 %
1348.455.378 $-33.102.854 $
-8,7 %
1
Johnson Controls International plcJCI→ 0Neutral430.450.435 $+430.450.435 $1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral405.097.722 $+405.097.722 $1
ANALOG DEVICES INCADI→ 0Stark396.796.660 $+108.422.794 $
+37,6 %
1288.373.866 $+130.569.852 $
+82,7 %
1157.804.014 $+15.188.185 $
+10,6 %
1142.615.829 $+142.192.867 $
+33.618,4 %
1
Trane Technologies plcTT→ 0Neutral393.345.486 $+63.066.950 $
+19,1 %
1330.278.536 $+319.317.886 $
+2.913,3 %
110.960.650 $+8.656.326 $
+375,7 %
12.304.324 $-379.843.297 $
-99,4 %
1
Vertiv Holdings CoVRT→ 0Stark389.184.389 $+172.501.097 $
+79,6 %
1216.683.292 $+215.973.040 $
+30.407,9 %
1710.252 $-201.519.238 $
-99,6 %
1202.229.490 $-257.054.686 $
-56,0 %
1
QUANTA SERVICES, INC.PWR→ 0Sehr stark303.462.298 $-80.851.702 $
-21,0 %
1384.314.000 $+99.045.603 $
+34,7 %
1285.268.397 $+281.961.325 $
+8.526,0 %
13.307.072 $+3.307.072 $1
Eaton Corp plcETN→ 0Neutral380.172.882 $+88.181.479 $
+30,2 %
1
Howmet Aerospace Inc.HWM→ 0Neutral379.822.286 $+37.224.829 $
+10,9 %
1342.597.457 $+19.923.586 $
+6,2 %
1322.673.871 $+6.342.674 $
+2,0 %
1316.331.197 $-2.440.439 $
-0,8 %
1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Neutral360.830.721 $-13.661.967 $
-3,6 %
1374.492.688 $+374.492.688 $1
CATERPILLAR INCCAT→ 0Sehr stark373.539.233 $+373.539.233 $1
Affirm Holdings, Inc.AFRM→ 0Sehr schwach373.300.181 $+373.300.181 $1
MCKESSON CORPMCK→ 0Neutral317.760.779 $-10.709.108 $
-3,3 %
1328.469.887 $-30.229.523 $
-8,4 %
1358.699.410 $+358.699.410 $1
Booking Holdings Inc.BKNG→ 0Schwach345.741.711 $+344.975.899 $
+45.047,1 %
1765.812 $-356.293.312 $
-99,8 %
1357.059.124 $-143.044.373 $
-28,6 %
1
ECOLAB INC.ECL→ 0Neutral350.560.474 $+209.936.981 $
+149,3 %
1140.623.493 $-25.767.196 $
-15,5 %
1166.390.689 $-156.236.110 $
-48,4 %
1322.626.799 $-1.296.125 $
-0,4 %
1
MOODYS CORP /DE/MCO→ 0Neutral512.705 $-108.951 $
-17,5 %
1621.656 $-11.715.371 $
-95,0 %
112.337.027 $-336.013.212 $
-96,5 %
1348.350.239 $+348.350.239 $1
CINTAS CORPCTAS→ 0Stark342.503.288 $+29.740.456 $
+9,5 %
1
Parker-Hannifin CorpPH→ 0Neutral318.054.302 $-23.836.959 $
-7,0 %
1341.891.261 $+197.436.362 $
+136,7 %
1144.454.899 $+143.968.925 $
+29.624,8 %
1485.974 $+38.255 $
+8,5 %
1
Elanco Animal Health IncELAN→ 0Stark332.508.835 $+6.717.320 $
+2,1 %
1325.791.515 $+325.791.515 $1
AppLovin CorpAPP→ 0Neutral329.933.713 $+158.041.095 $
+91,9 %
1171.892.618 $+171.892.618 $1
AXON ENTERPRISE, INC.AXON→ 0Neutral283.006.581 $-31.325.674 $
-10,0 %
1314.332.255 $-12.809.681 $
-3,9 %
1327.141.936 $+16.184.231 $
+5,2 %
1
Ares Management CorpARES→ 0Neutral310.627.804 $+77.736.187 $
+33,4 %
1232.891.617 $+71.117.621 $
+44,0 %
1
C. H. ROBINSON WORLDWIDE, INC.CHRW→ 0Neutral307.142.423 $+44.254.776 $
+16,8 %
1262.887.647 $+262.887.647 $1
MSCI Inc.MSCI→ 0Neutral296.626.865 $+296.626.865 $1
Sandisk CorpSNDK→ 0Sehr stark295.302.958 $+295.302.958 $1
Woodward, Inc.WWD→ 0Stark293.626.350 $+293.626.350 $1
MORGAN STANLEYMS→ 0Neutral286.809.569 $+127.927.273 $
+80,5 %
1158.882.296 $+158.882.296 $1
O REILLY AUTOMOTIVE INCORLY→ 0Schwach278.345.616 $+5.925.144 $
+2,2 %
1272.420.472 $+271.067.828 $
+20.039,8 %
11.352.644 $-306.660 $
-18,5 %
11.659.304 $+204.335 $
+14,0 %
1
KKR & Co. Inc.KKR→ 0Schwach270.213.954 $+268.513.688 $
+15.792,5 %
11.700.266 $+870.292 $
+104,9 %
1
CELESTICA INCCLS→ 0Sehr schwach260.601.081 $+260.601.081 $1
NASDAQ, INC.NDAQ→ 0Neutral250.498.541 $+250.498.541 $1
SPACE EXPLORATION TECHNOLOGIES CORPSPCX→ 0229.831.987 $+229.831.987 $1
MERCADOLIBRE INCMELI→ 0Neutral243.792 $-171.146 $
-41,2 %
1414.938 $-196.970.025 $
-99,8 %
1197.384.963 $+197.384.963 $1
TEXAS INSTRUMENTS INCTXN→ 0Stark193.963.985 $+60.750.747 $
+45,6 %
1133.213.238 $+133.003.786 $
+63.500,8 %
1209.452 $-342.404.864 $
-99,9 %
1
LAM RESEARCH CORPLRCX→ 0Stark192.469.586 $+189.352.500 $
+6.074,7 %
13.117.086 $-643.739 $
-17,1 %
13.760.825 $+716.073 $
+23,5 %
13.044.752 $-805.862.718 $
-99,6 %
1
CARVANA CO.CVNA→ 0Neutral182.869.730 $+182.869.730 $1
CME GROUP INC.CME→ 0Neutral144.178.351 $+144.178.351 $1
Compass, Inc.COMP→ 0Neutral85.503.865 $+34.811.793 $
+68,7 %
150.692.072 $-22.606.861 $
-30,8 %
173.298.933 $+17.613.934 $
+31,6 %
155.684.999 $+12.135.585 $
+27,9 %
1
ISHARES TR→ 025.152.079 $-14.527.632 $
-36,6 %
139.679.711 $+5.070.081 $
+14,6 %
134.609.630 $+22.889.543 $
+195,3 %
111.720.087 $+822.392 $
+7,5 %
1
Atlassian CorpTEAM→ 0Sehr schwach38.958.260 $+38.958.260 $1
COMFORT SYSTEMS USA INCFIX→ 0Stark26.727.580 $+11.139.955 $
+71,5 %
1
WESTERN DIGITAL CORPWDC→ 0Stark20.233.372 $+20.233.372 $1
Datadog, Inc.DDOG→ 0Neutral18.730.298 $+18.730.298 $1
SailPoint, Inc.SAIL→ 0Schwach16.648.894 $-1.652.365 $
-9,0 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark239.480 $-9.945.031 $
-97,6 %
110.184.511 $+10.184.511 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark1.706.280 $+1.706.280 $1
CHIPOTLE MEXICAN GRILL INCCMG→ 0Schwach546.040 $-700.077 $
-56,2 %
11.246.117 $+171.637 $
+16,0 %
11.074.480 $-382.800 $
-26,3 %
11.457.280 $-599.683.779 $
-99,8 %
1
BOSTON SCIENTIFIC CORPBSX→ 0Neutral295.427 $-601.149 $
-67,0 %
1896.576 $-73.671 $
-7,6 %
1970.247 $-174.744 $
-15,3 %
1
SYNOPSYS INCSNPS→ 0Schwach513.404 $-326.346 $
-38,9 %
1839.750 $-239.441 $
-22,2 %
1
ALNYLAM PHARMACEUTICALS, INC.ALNY→ 0Stark503.425 $-105.335 $
-17,3 %
1608.760 $-383.342.324 $
-99,8 %
1
Uber Technologies, IncUBER→ 0Schwach333.235 $-15.554 $
-4,5 %
1348.789 $-132.401 $
-27,5 %
1481.190 $-104.573 $
-17,9 %
1585.763 $+27.922 $
+5,0 %
1
Workday, Inc.WDAY→ 0Neutral318.089 $-256.534 $
-44,6 %
1574.623 $-340.201.377 $
-99,8 %
1
LINDE PLCLIN→ 0Stark214.841 $-2.302 $
-1,1 %
1217.143 $+12.049 $
+5,9 %
1205.094 $-49.506 $
-19,4 %
1254.600 $+3.120 $
+1,2 %
1
29.057.619.413 $+4.105.515.037 $
+138,0 %
6325.645.807.956 $-1.363.122.823 $
+7.946,1 %
5729.795.869.785 $-181.625.914 $
+1.000,5 %
5930.271.361.405 $+2.342.640.343 $
+4.766,0 %
58
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