Winslow Capital Management, LLC Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$22.4T
Holdings
55
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAmazon Com Inc | 643,031 | $2.0T | 9.02% | |
| 2 | MSFTMicrosoft Corp | 9,211,280 | $1.9T | 8.63% | |
| 3 | AAPLApple Inc | 14,061,618 | $1.6T | 7.25% | |
| 4 | CRMSalesforce Com Inc | 4,203,950 | $1.1T | 4.71% | |
| 5 | METAFacebook Inc | 3,998,873 | $1.0T | 4.67% | |
| 6 | VVisa Inc | 4,438,240 | $887.5B | 3.95% | |
| 7 | ADBEAdobe Inc | 1,746,209 | $856.4B | 3.82% | |
| 8 | MAMastercard Inc | 2,032,929 | $687.5B | 3.06% | |
| 9 | NKENike Inc | 5,149,281 | $646.4B | 2.88% | |
| 10 | NVDANvidia Corp | 1,102,464 | $596.7B | 2.66% | |
| 11 | GOOGAlphabet Inc Cl C | 404,645 | $594.7B | 2.65% | |
| 12 | GOOGLAlphabet Inc Cl A | 399,322 | $585.2B | 2.61% | |
| 13 | INTUIntuit | 1,718,785 | $560.7B | 2.50% | |
| 14 | PYPLPaypal Holdings Inc | 2,783,494 | $548.4B | 2.44% | |
| 15 | UNHUnitedhealth Group Inc | 1,750,925 | $545.9B | 2.43% | |
| 16 | COSTCostco Wholesale Corp | 1,097,045 | $389.5B | 1.73% | |
| 17 | ZTSZoetis Inc | 2,326,264 | $384.7B | 1.71% | |
| 18 | MCOMoodys Corp | 1,299,579 | $376.7B | 1.68% | |
| 19 | LLYLilly Eli & Co | 2,360,462 | $349.4B | 1.56% | |
| 20 | IQVIqvia Holdings Inc | 2,196,712 | $346.3B | 1.54% | |
| 21 | RACEFerrari NV | 1,806,339 | $332.5B | 1.48% | |
| 22 | AZNAstraZeneca PLC Sp ADR | 5,822,536 | $319.1B | 1.42% | |
| 23 | AMTAmerican Tower Corp | 1,250,918 | $302.4B | 1.35% | |
| 24 | TMOThermo Fisher Scientific | 675,967 | $298.5B | 1.33% | |
| 25 | BALLBall Corp | 3,411,780 | $283.6B | 1.26% | |
| 26 | CMGChipotle Mexican Grill | 227,964 | $283.5B | 1.26% | |
| 27 | EQIXEquinix Inc | 372,292 | $283.0B | 1.26% | |
| 28 | ELEstee Lauder Companies | 1,290,105 | $281.6B | 1.25% | |
| 29 | TXNTexas Instruments Inc | 1,955,433 | $279.2B | 1.24% | |
| 30 | LINLinde PLC | 1,113,014 | $265.0B | 1.18% | |
| 31 | MSCIMsci Inc | 709,217 | $253.0B | 1.13% | |
| 32 | LULULululemon Athletica Inc | 736,730 | $242.7B | 1.08% | |
| 33 | TEAMAtlassian Corp Plc | 1,330,486 | $241.9B | 1.08% | |
| 34 | NFLXNetflix Inc | 481,188 | $240.6B | 1.07% | |
| 35 | BABAAlibaba Group Holding Ltd Sp A | 811,831 | $238.7B | 1.06% | |
| 36 | ABTAbbott Laboratories | 2,183,109 | $237.6B | 1.06% | |
| 37 | SHOPShopify Inc Cl A | 229,707 | $235.0B | 1.05% | |
| 38 | VEEVVeeva Systems Inc Cl A | 827,814 | $232.8B | 1.04% | |
| 39 | WDAYWorkday Inc | 1,080,733 | $232.5B | 1.04% | |
| 40 | CSGPCostar Group Inc | 253,422 | $215.0B | 0.96% | |
| 41 | BSXBoston Scientific Co | 5,458,870 | $208.6B | 0.93% | |
| 42 | TRUTransUnion | 2,389,044 | $201.0B | 0.90% | |
| 43 | WIXWix.Com Ltd | 739,125 | $188.4B | 0.84% | |
| 44 | ASMLASML Holding NV NY Registry | 500,163 | $184.7B | 0.82% | |
| 45 | CHTRCharter Comm Inc | 251,551 | $157.1B | 0.70% | |
| 46 | XYZSquare Inc Cl A | 496,625 | $80.7B | 0.36% | |
| 47 | SNOWSnowflake Inc Cl A | 70,000 | $17.6B | 0.08% | |
| 48 | AG8Agilent Technologies Inc | 144,270 | $14.6B | 0.06% | |
| 49 | NOWServicenow Inc | 24,410 | $11.8B | 0.05% | |
| 50 | BFAMBright Horizon Family | 72,740 | $11.1B | 0.05% | |
| 51 | ADSKAutodesk Inc | 46,620 | $10.8B | 0.05% | |
| 52 | IWFISHARES TR RSSLL 1000 GRWT | 40,010 | $8.7B | 0.04% | |
| 53 | TSEMTower Semiconductor Ltd | 98,500 | $1.8B | 0.01% | |
| 54 | —Atlas Corp | 165,237 | $1.5B | 0.01% | |
| 55 | GRT-UCADGranite Real Estate Inv Tr Sta | 23,300 | $1.3B | 0.01% |