Winslow Capital Management, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$16.3T
Holdings
53
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 9,307,889 | $1.5T | 8.99% | |
| 2 | AMZNAmazon Com Inc | 652,581 | $1.3T | 7.79% | |
| 3 | AAPLApple Inc | 3,586,685 | $912.1B | 5.59% | |
| 4 | VVisa Inc | 4,717,858 | $760.1B | 4.66% | |
| 5 | METAFacebook Inc | 4,238,054 | $706.9B | 4.33% | |
| 6 | CRMSalesforce Com Inc | 4,457,739 | $641.8B | 3.93% | |
| 7 | ADBEAdobe Inc | 1,855,176 | $590.4B | 3.62% | |
| 8 | UNHUnitedhealth Group Inc | 2,158,604 | $538.3B | 3.30% | |
| 9 | MAMastercard Inc | 2,161,196 | $522.1B | 3.20% | |
| 10 | GOOGAlphabet Inc Cl C | 403,141 | $468.8B | 2.87% | |
| 11 | GOOGLAlphabet Inc Cl A | 397,141 | $461.5B | 2.83% | |
| 12 | INTUIntuit | 1,757,536 | $404.2B | 2.48% | |
| 13 | NKENike Inc | 4,746,871 | $392.8B | 2.41% | |
| 14 | PYPLPaypal Holdings Inc | 3,796,753 | $363.5B | 2.23% | |
| 15 | NVDANvidia Corp | 1,361,781 | $359.0B | 2.20% | |
| 16 | BABAAlibaba Group Holding Ltd Sp A | 1,804,185 | $350.9B | 2.15% | |
| 17 | FISVFiserv Inc | 3,510,309 | $333.4B | 2.04% | |
| 18 | AMGNAmgen Inc | 1,491,285 | $302.3B | 1.85% | |
| 19 | RACEFerrari NV | 1,916,396 | $292.4B | 1.79% | |
| 20 | MCOMoodys Corp | 1,381,808 | $292.3B | 1.79% | |
| 21 | ZTSZoetis Inc | 2,474,163 | $291.2B | 1.78% | |
| 22 | EQIXEquinix Inc | 458,155 | $286.1B | 1.75% | |
| 23 | AZNAstraZeneca PLC Sp ADR | 6,314,996 | $282.0B | 1.73% | |
| 24 | AMTAmerican Tower Corp | 1,232,618 | $268.4B | 1.64% | |
| 25 | ABTAbbott Laboratories | 3,008,576 | $237.4B | 1.45% | |
| 26 | LLYLilly Eli & Co | 1,697,330 | $235.5B | 1.44% | |
| 27 | TMOThermo Fisher Scientific | 828,187 | $234.9B | 1.44% | |
| 28 | VEEVVeeva Systems Inc Cl A | 1,393,595 | $217.9B | 1.33% | |
| 29 | CSGPCostar Group Inc | 366,210 | $215.0B | 1.32% | |
| 30 | ADPAutomatic Data Process | 1,571,766 | $214.8B | 1.32% | |
| 31 | GDDYGodaddy Inc Cl A | 3,682,074 | $210.3B | 1.29% | |
| 32 | NFLXNetflix Inc | 547,326 | $205.5B | 1.26% | |
| 33 | LINLinde PLC | 1,179,096 | $204.0B | 1.25% | |
| 34 | BALLBall Corp | 3,055,000 | $197.5B | 1.21% | |
| 35 | BMRNBiomarin Pharmaceutical | 2,150,822 | $181.7B | 1.11% | |
| 36 | UNPUnion Pacific Corp | 1,241,720 | $175.1B | 1.07% | |
| 37 | WDAYWorkday Inc | 1,194,617 | $155.6B | 0.95% | |
| 38 | HDHome Depot Inc | 814,333 | $152.0B | 0.93% | |
| 39 | CMGChipotle Mexican Grill | 215,762 | $141.2B | 0.86% | |
| 40 | LKNCYLuckin Coffee Inc Sp ADS | 5,166,031 | $140.5B | 0.86% | |
| 41 | ISRGIntuitive Surgical Inc | 279,702 | $138.5B | 0.85% | |
| 42 | SHWSherwin Williams Co | 300,537 | $138.1B | 0.85% | |
| 43 | MSCIMsci Inc | 380,438 | $109.9B | 0.67% | |
| 44 | TEAMAtlassian Corp Plc | 611,341 | $83.9B | 0.51% | |
| 45 | WIXWix.Com Ltd | 739,840 | $74.6B | 0.46% | |
| 46 | UBERUber Technologies Inc | 1,777,256 | $49.6B | 0.30% | |
| 47 | LULULululemon Athletica Inc | 150,347 | $28.5B | 0.17% | |
| 48 | AG8Agilent Technologies Inc | 149,667 | $10.7B | 0.07% | |
| 49 | IWFISHARES TR RSSLL 1000 GRWT | 64,397 | $9.7B | 0.06% | |
| 50 | —Atlas Corp | 161,800 | $1.2B | 0.01% | |
| 51 | TSEMTower Semiconductor Ltd | 71,700 | $1.1B | 0.01% | |
| 52 | VUGVANGUARD INDEX TR GROWTH VIPER | 5,301 | $831.0M | 0.01% | |
| 53 | IVWISHARES TR S&P500/BARRA GW | 2,074 | $342.0M | 0.00% |