Winslow Capital Management, LLC Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$23.1T
Holdings
60
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 8,471,025 | $2.6T | 11.33% | |
| 2 | AMZNAmazon Com Inc | 574,392 | $1.9T | 8.12% | |
| 3 | GOOGAlphabet Inc Cl C | 340,659 | $951.5B | 4.13% | |
| 4 | GOOGLAlphabet Inc Cl A | 338,142 | $940.5B | 4.08% | |
| 5 | NVDANvidia Corp | 3,308,136 | $902.7B | 3.91% | |
| 6 | TSLATesla Inc | 831,464 | $896.0B | 3.89% | |
| 7 | MAMastercard Inc | 2,054,938 | $734.4B | 3.18% | |
| 8 | VVisa Inc | 2,829,743 | $627.6B | 2.72% | |
| 9 | UNPUnion Pacific Corp | 1,978,799 | $540.6B | 2.34% | |
| 10 | ASMLASML Holding NV NY Registry | 802,586 | $536.1B | 2.32% | |
| 11 | CMGChipotle Mexican Grill | 312,934 | $495.1B | 2.15% | |
| 12 | INTUIntuit | 986,314 | $474.3B | 2.06% | |
| 13 | CRMSalesforce Inc | 2,158,316 | $458.3B | 1.99% | |
| 14 | NOWServicenow Inc | 795,422 | $443.0B | 1.92% | |
| 15 | LOWLowes Cos Inc | 2,154,170 | $435.6B | 1.89% | |
| 16 | DLTRDollar Tree Inc | 2,676,918 | $428.7B | 1.86% | |
| 17 | NKENike Inc | 3,097,458 | $416.8B | 1.81% | |
| 18 | LINLinde PLC | 1,292,894 | $413.0B | 1.79% | |
| 19 | PANWPalo Alto Networks Inc | 659,744 | $410.7B | 1.78% | |
| 20 | ACNAccenture Plc Ireland | 1,205,451 | $406.5B | 1.76% | |
| 21 | ISRGIntuitive Surgical Inc | 1,328,138 | $400.7B | 1.74% | |
| 22 | WDAYWorkday Inc | 1,645,672 | $394.1B | 1.71% | |
| 23 | BXBlackstone Inc | 3,087,939 | $392.0B | 1.70% | |
| 24 | DEDeere & Co | 893,174 | $371.1B | 1.61% | |
| 25 | AG8Agilent Technologies Inc | 2,739,581 | $362.5B | 1.57% | |
| 26 | ZTSZoetis Inc | 1,907,403 | $359.7B | 1.56% | |
| 27 | LULULululemon Athletica Inc | 977,161 | $356.9B | 1.55% | |
| 28 | ADIAnalog Devices Inc | 2,091,367 | $345.5B | 1.50% | |
| 29 | TEAMAtlassian Corp Plc | 1,101,473 | $323.6B | 1.40% | |
| 30 | TECHBio Techne Corp | 734,215 | $317.9B | 1.38% | |
| 31 | UNHUnitedhealth Group Inc | 618,820 | $315.6B | 1.37% | |
| 32 | ABMDEURAbiomed Inc | 904,536 | $299.6B | 1.30% | |
| 33 | HLTHilton Worldwide Holding | 1,922,848 | $291.8B | 1.27% | |
| 34 | ELEstee Lauder Companies | 1,064,886 | $290.0B | 1.26% | |
| 35 | MSCIMsci Inc | 562,394 | $282.8B | 1.23% | |
| 36 | VEEVVeeva Systems Inc Cl A | 1,295,474 | $275.2B | 1.19% | |
| 37 | MCOMoodys Corp | 805,262 | $271.7B | 1.18% | |
| 38 | IQVIqvia Holdings Inc | 1,161,738 | $268.6B | 1.16% | |
| 39 | BALLBall Corp | 2,939,731 | $264.6B | 1.15% | |
| 40 | CSGPCostar Group Inc | 3,775,084 | $251.5B | 1.09% | |
| 41 | IDXXIdexx Labs Inc | 456,759 | $249.9B | 1.08% | |
| 42 | ADBEAdobe Inc | 540,677 | $246.3B | 1.07% | |
| 43 | COSTCostco Wholesale Corp | 421,881 | $242.9B | 1.05% | |
| 44 | ITGartner Inc | 778,511 | $231.6B | 1.00% | |
| 45 | PHParker Hannifin Corp | 750,220 | $212.9B | 0.92% | |
| 46 | ABNBAirbnb Inc Cl A | 1,125,329 | $193.3B | 0.84% | |
| 47 | COMPCompass Inc Cl A | 7,749,281 | $60.9B | 0.26% | |
| 48 | ACTCUSDProterra Inc | 5,514,616 | $41.5B | 0.18% | |
| 49 | ACVAAcv Auctions Inc Cl A | 2,365,461 | $35.0B | 0.15% | |
| 50 | IWFISHARES TR RSSLL 1000 GRWT | 84,072 | $23.3B | 0.10% | |
| 51 | FLNCFluence Energy Inc Cl A | 1,582,290 | $20.7B | 0.09% | |
| 52 | —Rover Group Inc Cl A | 2,849,209 | $16.4B | 0.07% | |
| 53 | BFAMBright Horizon Family | 112,135 | $14.9B | 0.06% | |
| 54 | APTVAptiv Plc | 103,989 | $12.4B | 0.05% | |
| 55 | DOCSDoximity Inc Cl A | 216,370 | $11.3B | 0.05% | |
| 56 | DWDMorgan Stanley | 90,512 | $7.9B | 0.03% | |
| 57 | RSKDRiskified Ltd Cl A | 1,147,407 | $6.9B | 0.03% | |
| 58 | VUGVANGUARD INDEX TR GROWTH VIPER | 2,447 | $704.0M | 0.00% | |
| 59 | AAPLAPPLE COMPUTER INC | 2,386 | $417.0M | 0.00% | |
| 60 | IVWISHARES TR S&P500/BARRA GW | 2,757 | $211.0M | 0.00% |