Winslow Capital Management, LLC Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$20.5T
Holdings
52
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 9,307,600 | $1.9T | 9.23% | |
| 2 | AMZNAmazon Com Inc | 648,823 | $1.8T | 8.72% | |
| 3 | AAPLApple Inc | 3,552,636 | $1.3T | 6.31% | |
| 4 | METAFacebook Inc | 4,146,337 | $941.5B | 4.59% | |
| 5 | VVisa Inc | 4,601,646 | $888.9B | 4.33% | |
| 6 | CRMSalesforce Com Inc | 4,358,368 | $816.5B | 3.98% | |
| 7 | ADBEAdobe Inc | 1,810,045 | $787.9B | 3.84% | |
| 8 | PYPLPaypal Holdings Inc | 3,773,791 | $657.5B | 3.20% | |
| 9 | MAMastercard Inc | 2,108,450 | $623.5B | 3.04% | |
| 10 | UNHUnitedhealth Group Inc | 2,102,470 | $620.1B | 3.02% | |
| 11 | GOOGAlphabet Inc Cl C | 406,040 | $574.0B | 2.80% | |
| 12 | GOOGLAlphabet Inc Cl A | 400,871 | $568.5B | 2.77% | |
| 13 | INTUIntuit | 1,780,182 | $527.3B | 2.57% | |
| 14 | NVDANvidia Corp | 1,248,844 | $474.4B | 2.31% | |
| 15 | NKENike Inc | 4,641,026 | $455.1B | 2.22% | |
| 16 | LLYLilly Eli & Co | 2,443,132 | $401.1B | 1.95% | |
| 17 | HDHome Depot Inc | 1,514,684 | $379.4B | 1.85% | |
| 18 | MCOMoodys Corp | 1,347,127 | $370.1B | 1.80% | |
| 19 | ZTSZoetis Inc | 2,416,862 | $331.2B | 1.61% | |
| 20 | AMTAmerican Tower Corp | 1,271,562 | $328.8B | 1.60% | |
| 21 | RACEFerrari NV | 1,871,637 | $320.1B | 1.56% | |
| 22 | AZNAstraZeneca PLC Sp ADR | 6,029,185 | $318.9B | 1.55% | |
| 23 | EQIXEquinix Inc | 398,151 | $279.6B | 1.36% | |
| 24 | BMRNBiomarin Pharmaceutical | 2,244,976 | $276.9B | 1.35% | |
| 25 | TMOThermo Fisher Scientific | 701,666 | $254.2B | 1.24% | |
| 26 | ELEstee Lauder Companies | 1,315,966 | $248.3B | 1.21% | |
| 27 | CMGChipotle Mexican Grill | 235,070 | $247.4B | 1.20% | |
| 28 | BALLBall Corp | 3,530,256 | $245.3B | 1.19% | |
| 29 | MSCIMsci Inc | 734,295 | $245.1B | 1.19% | |
| 30 | LINLinde PLC | 1,153,218 | $244.6B | 1.19% | |
| 31 | IQVIqvia Holdings Inc | 1,671,055 | $237.1B | 1.15% | |
| 32 | VEEVVeeva Systems Inc Cl A | 994,373 | $233.1B | 1.14% | |
| 33 | WIXWix.Com Ltd | 906,015 | $232.1B | 1.13% | |
| 34 | NFLXNetflix Inc | 498,883 | $227.0B | 1.11% | |
| 35 | ABTAbbott Laboratories | 2,460,159 | $224.9B | 1.10% | |
| 36 | FISVFiserv Inc | 2,263,945 | $221.0B | 1.08% | |
| 37 | WDAYWorkday Inc | 1,117,439 | $209.4B | 1.02% | |
| 38 | GDDYGodaddy Inc Cl A | 2,793,249 | $204.8B | 1.00% | |
| 39 | BABAAlibaba Group Holding Ltd Sp A | 921,107 | $198.7B | 0.97% | |
| 40 | TEAMAtlassian Corp Plc | 1,094,126 | $197.2B | 0.96% | |
| 41 | TRUTransUnion | 2,236,926 | $194.7B | 0.95% | |
| 42 | ASMLASML Holding NV NY Registry | 513,933 | $189.1B | 0.92% | |
| 43 | CSGPCostar Group Inc | 260,659 | $185.2B | 0.90% | |
| 44 | COSTCostco Wholesale Corp | 589,127 | $178.6B | 0.87% | |
| 45 | BSXBoston Scientific Co | 4,105,333 | $144.1B | 0.70% | |
| 46 | AG8Agilent Technologies Inc | 146,620 | $13.0B | 0.06% | |
| 47 | NOWServicenow Inc | 24,850 | $10.1B | 0.05% | |
| 48 | ADSKAutodesk Inc | 39,030 | $9.3B | 0.05% | |
| 49 | IWFISHARES TR RSSLL 1000 GRWT | 37,633 | $7.2B | 0.04% | |
| 50 | BFAMBright Horizon Family | 58,510 | $6.9B | 0.03% | |
| 51 | TSEMTower Semiconductor Ltd | 98,900 | $1.9B | 0.01% | |
| 52 | —Atlas Corp | 166,100 | $1.3B | 0.01% |