Winslow Capital Management, LLC Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$27.8B
Holdings
61
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 7,215,012 | $3.1T | 11155.59% | |
| 2 | NVDANvidia Corp | 18,545,706 | $2.3T | 8092.63% | |
| 3 | AMZNAmazon Com Inc | 10,919,142 | $2.0T | 7310.64% | |
| 4 | AAPLApple Inc | 7,604,869 | $1.8T | 6366.96% | |
| 5 | METAMeta Platforms Inc | 2,564,110 | $1.5T | 5274.13% | |
| 6 | AVGOBroadcom Limited | 6,448,122 | $1.1T | 3996.74% | |
| 7 | SPOTSpotify Technology Sa | 1,930,148 | $711.3B | 2555.92% | |
| 8 | GOOGLAlphabet Inc Cl A | 4,277,002 | $709.3B | 2548.82% | |
| 9 | LLYLilly Eli & Co | 771,113 | $683.2B | 2454.74% | |
| 10 | MAMastercard Inc | 1,383,204 | $683.0B | 2454.26% | |
| 11 | ISRGIntuitive Surgical Inc | 1,312,785 | $644.9B | 2317.38% | |
| 12 | GOOGAlphabet Inc Cl C | 3,697,421 | $618.2B | 2221.22% | |
| 13 | GEGE Aerospace | 2,974,588 | $560.9B | 2015.61% | |
| 14 | KKRKkr & Co Inc | 4,204,224 | $549.0B | 1972.63% | |
| 15 | TTTrane Technologies Plc | 1,397,329 | $543.2B | 1951.78% | |
| 16 | FICOFair Isaac Corp | 261,160 | $507.6B | 1823.81% | |
| 17 | WDAYWorkday Inc | 2,039,503 | $498.5B | 1791.13% | |
| 18 | NOWServicenow Inc | 547,355 | $489.5B | 1759.05% | |
| 19 | AMDAdvanced Micro Devices | 2,957,427 | $485.3B | 1743.62% | |
| 20 | NFLXNetflix Inc | 642,474 | $455.7B | 1637.38% | |
| 21 | ETNEaton Corp Plc | 1,351,930 | $448.1B | 1610.06% | |
| 22 | UBERUber Technologies Inc | 5,849,182 | $439.6B | 1579.67% | |
| 23 | INTUIntuit | 705,915 | $438.4B | 1575.17% | |
| 24 | MLB1MercadoLibre Inc | 206,652 | $424.0B | 1523.67% | |
| 25 | LRCXLam Research Corp | 495,467 | $404.3B | 1452.89% | |
| 26 | SYKStryker Corp | 1,060,231 | $383.0B | 1376.27% | |
| 27 | CMGChipotle Mexican Grill | 6,237,545 | $359.4B | 1291.43% | |
| 28 | ASMLASML Holding NV NY Registry | 428,884 | $357.4B | 1284.10% | |
| 29 | ORCLOracle Corp | 2,084,245 | $355.2B | 1276.15% | |
| 30 | SBUXStarbucks Corp | 3,619,369 | $352.9B | 1267.87% | |
| 31 | TSLATesla Inc | 1,329,126 | $347.7B | 1249.50% | |
| 32 | WCNWaste Connections Inc | 1,885,899 | $337.2B | 1211.76% | |
| 33 | ORLYO Reilly Automotive Inc | 284,765 | $327.9B | 1178.34% | |
| 34 | SHOPShopify Inc Cl A | 3,868,873 | $310.1B | 1114.08% | |
| 35 | SNPSSynopsys Inc | 588,565 | $298.0B | 1070.93% | |
| 36 | VMCVulcan Materials Co | 1,182,529 | $296.1B | 1064.09% | |
| 37 | HLTHilton Worldwide Holding | 1,258,474 | $290.1B | 1042.31% | |
| 38 | BSXBoston Scientific Co | 3,420,696 | $286.7B | 1030.01% | |
| 39 | TXNTexas Instruments Inc | 1,346,059 | $278.1B | 999.11% | |
| 40 | ALNYAlnylam Pharmaceuticals Inc | 961,607 | $264.5B | 950.30% | |
| 41 | APHAmphenol Corp | 4,054,293 | $264.2B | 949.24% | |
| 42 | ADBEAdobe Inc | 455,894 | $236.1B | 848.18% | |
| 43 | ECLEcolab Inc | 718,651 | $183.5B | 659.33% | |
| 44 | BKNGBooking Holdings Inc | 38,149 | $160.7B | 577.38% | |
| 45 | COMPCompass Inc Cl A | 7,122,320 | $43.5B | 156.37% | |
| 46 | ODDOddity Tech Ltd Cl A | 560,558 | $22.6B | 81.33% | |
| 47 | ANETEURArista Networks Inc | 39,690 | $15.2B | 54.74% | |
| 48 | RSKDRiskified Ltd Cl A | 1,721,110 | $8.1B | 29.25% | |
| 49 | IWFISHARES TR RSSLL 1000 GRWT | 17,793 | $6.7B | 24.00% | |
| 50 | PHPARKER HANNIFIN CORP COM | 1,918 | $1.2B | 4.35% | |
| 51 | VUGVANGUARD INDEX TR GROWTH VIPER | 2,531 | $971.0M | 3.49% | |
| 52 | COSTCOSTCO WHOLESALE CORP COM | 1,021 | $905.0M | 3.25% | |
| 53 | VVISA INC COM CL A | 3,072 | $844.0M | 3.03% | |
| 54 | UNHUNITEDHEALTH GROUP INC | 1,272 | $743.0M | 2.67% | |
| 55 | LINLINDE PLC SHS | 1,510 | $720.0M | 2.59% | |
| 56 | CRMSALESFORCE COM INC COM | 2,612 | $714.0M | 2.57% | |
| 57 | MSCIMSCI INC CL A | 723 | $421.0M | 1.51% | |
| 58 | ADIAnalog Devices Inc | 1,625 | $373.0M | 1.34% | |
| 59 | IDXXIDEXX LABS INC COM | 709 | $358.0M | 1.29% | |
| 60 | MCOMOODYS CORP COM | 710 | $336.0M | 1.21% | |
| 61 | VRTXVERTEX PHARMACEUTICALS INC COM | 516 | $239.0M | 0.86% |