Winslow Capital Management, LLC Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$18.5T
Holdings
60
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 11,147,831 | $1.3T | 7.12% | |
| 2 | AMZNAmazon Com Inc | 664,836 | $1.2T | 6.41% | |
| 3 | VVisa Inc | 5,865,598 | $916.1B | 4.96% | |
| 4 | UNHUnitedhealth Group Inc | 2,542,197 | $628.6B | 3.40% | |
| 5 | CRMSalesforce Com Inc | 3,853,213 | $610.2B | 3.30% | |
| 6 | METAFacebook Inc | 3,497,997 | $583.1B | 3.16% | |
| 7 | MAMastercard Inc | 2,428,494 | $571.8B | 3.10% | |
| 8 | GOOGAlphabet Inc Cl C | 482,149 | $565.7B | 3.06% | |
| 9 | GOOGLAlphabet Inc Cl A | 475,904 | $560.1B | 3.03% | |
| 10 | PYPLPaypal Holdings Inc | 4,980,219 | $517.1B | 2.80% | |
| 11 | ADBEAdobe Inc | 1,848,050 | $492.5B | 2.67% | |
| 12 | NKENike Inc | 5,847,219 | $492.4B | 2.67% | |
| 13 | LOWLowes Cos Inc | 4,293,895 | $470.1B | 2.55% | |
| 14 | INTUIntuit | 1,634,968 | $427.4B | 2.31% | |
| 15 | BABAAlibaba Group Holding Ltd Sp A | 2,250,042 | $410.5B | 2.22% | |
| 16 | NFLXNetflix Inc | 1,082,050 | $385.8B | 2.09% | |
| 17 | SYKStryker Corp | 1,779,353 | $351.5B | 1.90% | |
| 18 | ZTSZoetis Inc | 3,467,734 | $349.1B | 1.89% | |
| 19 | MCOMoodys Corp | 1,895,571 | $343.3B | 1.86% | |
| 20 | TMOThermo Fisher Scientific | 1,190,632 | $325.9B | 1.76% | |
| 21 | RACEFerrari NV | 2,283,551 | $305.5B | 1.65% | |
| 22 | ADPAutomatic Data Process | 1,877,265 | $299.9B | 1.62% | |
| 23 | GDDYGodaddy Inc Cl A | 3,912,332 | $294.2B | 1.59% | |
| 24 | ILMNIllumina Inc | 928,492 | $288.5B | 1.56% | |
| 25 | UNPUnion Pacific Corp | 1,713,578 | $286.5B | 1.55% | |
| 26 | ISRGIntuitive Surgical Inc | 490,954 | $280.1B | 1.52% | |
| 27 | LINLinde PLC | 1,536,555 | $270.3B | 1.46% | |
| 28 | AZNAstraZeneca PLC Sp ADR | 6,252,146 | $252.8B | 1.37% | |
| 29 | ABTAbbott Laboratories | 3,152,379 | $252.0B | 1.36% | |
| 30 | XLNXEURXilinx Inc | 1,917,218 | $243.1B | 1.32% | |
| 31 | PAGSPagseguro Digital Ltd Cl A | 7,990,816 | $238.5B | 1.29% | |
| 32 | AFWAlign Technology Inc | 833,694 | $237.0B | 1.28% | |
| 33 | NOCNorthrop Grumman Corp | 864,699 | $233.1B | 1.26% | |
| 34 | FISVFiserv Inc | 2,631,950 | $232.3B | 1.26% | |
| 35 | LLYLilly Eli & Co | 1,741,194 | $225.9B | 1.22% | |
| 36 | AG8Agilent Technologies Inc | 2,803,796 | $225.4B | 1.22% | |
| 37 | EAElectronic Arts Inc | 2,216,212 | $225.2B | 1.22% | |
| 38 | HONHoneywell International | 1,363,087 | $216.6B | 1.17% | |
| 39 | CSGPCostar Group Inc | 462,348 | $215.6B | 1.17% | |
| 40 | VEEVVeeva Systems Inc Cl A | 1,690,336 | $214.4B | 1.16% | |
| 41 | BDXBecton Dickinson & Co | 851,826 | $212.7B | 1.15% | |
| 42 | ICEIntercontinental Exch | 2,657,476 | $202.3B | 1.10% | |
| 43 | EXASExact Sciences Corp | 2,324,941 | $201.4B | 1.09% | |
| 44 | RTN1USDRaytheon Co | 1,051,458 | $191.4B | 1.04% | |
| 45 | MLB1MercadoLibre Inc | 372,032 | $188.9B | 1.02% | |
| 46 | FTVFortive Corporation | 2,227,068 | $186.8B | 1.01% | |
| 47 | EXPEExpedia Inc | 1,559,991 | $185.6B | 1.01% | |
| 48 | AMTAmerican Tower Corp | 924,407 | $182.2B | 0.99% | |
| 49 | SHWSherwin Williams Co | 408,061 | $175.8B | 0.95% | |
| 50 | WDAYWorkday Inc | 648,625 | $125.1B | 0.68% | |
| 51 | LYFTLyft Inc Cl A | 400,000 | $31.3B | 0.17% | |
| 52 | EBEventbrite Inc Cl A | 945,407 | $18.1B | 0.10% | |
| 53 | IWFISHARES TR RSSLL 1000 GRWT | 69,332 | $10.5B | 0.06% | |
| 54 | CNCCentene Corp | 95,970 | $5.1B | 0.03% | |
| 55 | ECLEcolab Inc | 18,064 | $3.2B | 0.02% | |
| 56 | CAECAE Inc | 88,400 | $2.0B | 0.01% | |
| 57 | NMI1EURKirkland Lake Gold Ltd | 54,960 | $1.7B | 0.01% | |
| 58 | —Seaspan Corp | 159,400 | $1.4B | 0.01% | |
| 59 | —ICL-Israel Chem ILS | 239,170 | $1.3B | 0.01% | |
| 60 | CMECME Group Inc | 5,230 | $861.0M | 0.00% |