Winslow Capital Management, LLC Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$19.6T
Holdings
55
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 5,276,846 | $1.5T | 7.76% | |
| 2 | AAPLApple Inc | 7,930,848 | $1.3T | 6.67% | |
| 3 | NVDANvidia Corp | 3,480,388 | $966.7B | 4.93% | |
| 4 | UNHUnitedhealth Group Inc | 1,795,834 | $848.7B | 4.33% | |
| 5 | NOWServicenow Inc | 1,488,532 | $691.7B | 3.53% | |
| 6 | CMGChipotle Mexican Grill | 378,998 | $647.4B | 3.30% | |
| 7 | INTUIntuit | 1,447,441 | $645.3B | 3.29% | |
| 8 | ADIAnalog Devices Inc | 3,194,767 | $630.1B | 3.22% | |
| 9 | ISRGIntuitive Surgical Inc | 2,388,840 | $610.3B | 3.11% | |
| 10 | MAMastercard Inc | 1,678,654 | $610.0B | 3.11% | |
| 11 | VVisa Inc | 2,522,152 | $568.6B | 2.90% | |
| 12 | ASMLASML Holding NV NY Registry | 831,753 | $566.2B | 2.89% | |
| 13 | COSTCostco Wholesale Corp | 1,127,075 | $560.0B | 2.86% | |
| 14 | GOOGLAlphabet Inc Cl A | 4,519,751 | $468.8B | 2.39% | |
| 15 | GOOGAlphabet Inc Cl C | 4,473,913 | $465.3B | 2.37% | |
| 16 | VEEVVeeva Systems Inc Cl A | 2,522,902 | $463.7B | 2.37% | |
| 17 | PANWPalo Alto Networks Inc | 2,285,075 | $456.4B | 2.33% | |
| 18 | LRCXEURLam Research Corp | 844,916 | $447.9B | 2.29% | |
| 19 | LINLinde PLC | 1,219,888 | $433.6B | 2.21% | |
| 20 | HLTHilton Worldwide Holding | 3,065,106 | $431.8B | 2.20% | |
| 21 | MCDMcDonald's Corp | 1,346,339 | $376.4B | 1.92% | |
| 22 | LULULululemon Athletica Inc | 1,009,217 | $367.5B | 1.88% | |
| 23 | WDAYWorkday Inc | 1,757,900 | $363.1B | 1.85% | |
| 24 | AG8Agilent Technologies Inc | 2,272,876 | $314.4B | 1.60% | |
| 25 | UBERUber Technologies Inc | 9,792,966 | $310.4B | 1.58% | |
| 26 | DLTRDollar Tree Inc | 2,150,454 | $308.7B | 1.58% | |
| 27 | DEDeere & Co | 742,020 | $306.4B | 1.56% | |
| 28 | ORLYO Reilly Automotive Inc | 353,311 | $300.0B | 1.53% | |
| 29 | AMZNAmazon Com Inc | 2,831,757 | $292.5B | 1.49% | |
| 30 | DHRDanaher Corp | 1,158,920 | $292.1B | 1.49% | |
| 31 | MSCIMsci Inc | 502,752 | $281.4B | 1.44% | |
| 32 | SNPSSynopsys Inc | 645,442 | $249.3B | 1.27% | |
| 33 | PHParker Hannifin Corp | 722,256 | $242.8B | 1.24% | |
| 34 | IDXXIdexx Labs Inc | 476,550 | $238.3B | 1.22% | |
| 35 | MCOMoodys Corp | 768,607 | $235.2B | 1.20% | |
| 36 | SBUXStarbucks Corp | 2,252,763 | $234.6B | 1.20% | |
| 37 | ITGartner Inc | 700,526 | $228.2B | 1.16% | |
| 38 | TEAMAtlassian Corp Plc | 1,231,206 | $210.7B | 1.08% | |
| 39 | TSLATesla Inc | 992,770 | $206.0B | 1.05% | |
| 40 | IQVIqvia Holdings Inc | 1,026,720 | $204.2B | 1.04% | |
| 41 | AZNAstraZeneca PLC Sp ADR | 2,884,831 | $200.2B | 1.02% | |
| 42 | METAMeta Platforms Inc | 926,846 | $196.4B | 1.00% | |
| 43 | VRTXVertex Pharmaceuticals | 487,975 | $153.7B | 0.78% | |
| 44 | ACVAAcv Auctions Inc Cl A | 2,365,461 | $30.5B | 0.16% | |
| 45 | IWFISHARES TR RSSLL 1000 GRWT | 96,464 | $23.6B | 0.12% | |
| 46 | COMPCompass Inc Cl A | 7,122,320 | $23.0B | 0.12% | |
| 47 | RSKDRiskified Ltd Cl A | 3,442,221 | $19.4B | 0.10% | |
| 48 | —Rover Group Inc Cl A | 2,849,209 | $12.9B | 0.07% | |
| 49 | DWDMorgan Stanley | 113,818 | $10.0B | 0.05% | |
| 50 | ZTSZoetis Inc | 52,465 | $8.7B | 0.04% | |
| 51 | ACTCUSDProterra Inc | 4,360,839 | $6.6B | 0.03% | |
| 52 | ADBEAdobe Inc | 13,291 | $5.1B | 0.03% | |
| 53 | VUGVANGUARD INDEX TR GROWTH VIPER | 2,875 | $717.0M | 0.00% | |
| 54 | SLBSchlumberger Ltd | 9,922 | $487.0M | 0.00% | |
| 55 | UNPUnion Pacific Corp | 1,573 | $316.0M | 0.00% |