Winslow Capital Management, LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$21.0B
Holdings
54
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 7,590,940 | $2.4T | 11404.66% | |
| 2 | AAPLApple Inc | 7,685,505 | $1.3T | 6261.02% | |
| 3 | AMZNAmazon Com Inc | 10,083,373 | $1.3T | 6099.06% | |
| 4 | NVDANvidia Corp | 2,421,104 | $1.1T | 5011.13% | |
| 5 | METAMeta Platforms Inc | 3,294,189 | $988.9B | 4705.62% | |
| 6 | NOWServicenow Inc | 1,396,641 | $780.7B | 3714.57% | |
| 7 | GOOGLAlphabet Inc Cl A | 5,214,425 | $682.4B | 3246.80% | |
| 8 | GOOGAlphabet Inc Cl C | 4,644,404 | $612.4B | 2913.76% | |
| 9 | MAMastercard Inc | 1,420,873 | $562.5B | 2676.66% | |
| 10 | ISRGIntuitive Surgical Inc | 1,877,904 | $548.9B | 2611.74% | |
| 11 | LRCXEURLam Research Corp | 835,262 | $523.5B | 2490.99% | |
| 12 | AVGOBroadcom Limited | 615,552 | $511.3B | 2432.70% | |
| 13 | WDAYWorkday Inc | 2,310,619 | $496.4B | 2362.14% | |
| 14 | CRMSalesforce Inc | 2,373,031 | $481.2B | 2289.66% | |
| 15 | ASMLASML Holding NV NY Registry | 786,720 | $463.1B | 2203.56% | |
| 16 | CMGChipotle Mexican Grill | 229,162 | $419.8B | 1997.43% | |
| 17 | UBERUber Technologies Inc | 9,062,836 | $416.8B | 1983.21% | |
| 18 | LINLinde PLC | 1,084,341 | $403.8B | 1921.14% | |
| 19 | VRTXVertex Pharmaceuticals | 1,119,592 | $389.3B | 1852.49% | |
| 20 | VVisa Inc | 1,623,779 | $373.5B | 1777.12% | |
| 21 | SNPSSynopsys Inc | 798,327 | $366.4B | 1743.44% | |
| 22 | LLYLilly Eli & Co | 646,877 | $347.5B | 1653.26% | |
| 23 | MCDMcDonald's Corp | 1,306,329 | $344.1B | 1637.48% | |
| 24 | LULULululemon Athletica Inc | 885,549 | $341.5B | 1624.81% | |
| 25 | COSTCostco Wholesale Corp | 588,480 | $332.5B | 1581.94% | |
| 26 | PHParker Hannifin Corp | 833,180 | $324.5B | 1544.22% | |
| 27 | BSXBoston Scientific Co | 6,129,573 | $323.6B | 1539.95% | |
| 28 | TEAMAtlassian Corp Plc | 1,547,015 | $311.7B | 1483.31% | |
| 29 | CATCaterpillar Inc | 1,117,830 | $305.2B | 1452.04% | |
| 30 | IDXXIdexx Labs Inc | 689,873 | $301.7B | 1435.36% | |
| 31 | AMDAdvanced Micro Devices | 2,908,699 | $299.1B | 1423.04% | |
| 32 | UNHUnitedhealth Group Inc | 576,685 | $290.8B | 1383.49% | |
| 33 | ITGartner Inc | 821,425 | $282.2B | 1343.00% | |
| 34 | ORLYO Reilly Automotive Inc | 302,615 | $275.0B | 1308.66% | |
| 35 | MSCIMsci Inc | 482,899 | $247.8B | 1178.92% | |
| 36 | MCOMoodys Corp | 759,297 | $240.1B | 1142.28% | |
| 37 | HLTHilton Worldwide Holding | 1,566,287 | $235.2B | 1119.25% | |
| 38 | SNOWSnowflake Inc Cl A | 1,481,324 | $226.3B | 1076.79% | |
| 39 | ADIAnalog Devices Inc | 1,112,220 | $194.7B | 926.60% | |
| 40 | MPWRMonolithic Power Systems Inc | 407,724 | $188.4B | 896.29% | |
| 41 | DC4Dexcom Inc | 1,855,517 | $173.1B | 823.73% | |
| 42 | NFLXNetflix Inc | 422,547 | $159.6B | 759.19% | |
| 43 | TSLATesla Inc | 415,083 | $103.9B | 494.19% | |
| 44 | COMPCompass Inc Cl A | 7,122,320 | $20.7B | 98.28% | |
| 45 | —Rover Group Inc Cl A | 2,849,209 | $17.8B | 84.87% | |
| 46 | RSKDRiskified Ltd Cl A | 3,442,221 | $15.4B | 73.38% | |
| 47 | ODDOddity Tech Ltd Cl A | 520,558 | $14.8B | 70.22% | |
| 48 | DWDMorgan Stanley | 140,744 | $11.5B | 54.69% | |
| 49 | IWFISHARES TR RSSLL 1000 GRWT | 35,734 | $9.5B | 45.22% | |
| 50 | BABOEING CO COM | 43,809 | $8.4B | 39.95% | |
| 51 | VUGVANGUARD INDEX TR GROWTH VIPER | 1,985 | $540.0M | 2.57% | |
| 52 | INTUINTUIT INC COM | 691 | $353.0M | 1.68% | |
| 53 | ZTSZOETIS INC CL A | 1,397 | $243.0M | 1.16% | |
| 54 | SLBSCHLUMBERGER LTD | 3,530 | $205.0M | 0.98% |