Winslow Capital Management, LLC Q4 2018 Filing
Filed February 13, 2019
Portfolio Value
$16.1T
Holdings
99
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (99 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 11,433,854 | $1.2T | 7.20% | |
| 2 | AMZNAmazon Com Inc | 659,655 | $990.8B | 6.14% | |
| 3 | VVisa Inc | 6,017,074 | $793.9B | 4.92% | |
| 4 | UNHUnitedhealth Group Inc | 2,608,650 | $649.9B | 4.03% | |
| 5 | CRMSalesforce Com Inc | 3,949,918 | $541.0B | 3.36% | |
| 6 | GOOGAlphabet Inc Cl C | 493,663 | $511.2B | 3.17% | |
| 7 | GOOGLAlphabet Inc Cl A | 486,981 | $508.9B | 3.16% | |
| 8 | PYPLPaypal Holdings Inc | 5,812,226 | $488.8B | 3.03% | |
| 9 | MAMastercard Inc | 2,488,571 | $469.5B | 2.91% | |
| 10 | NKENike Inc | 5,777,660 | $428.4B | 2.66% | |
| 11 | BABoeing Co | 1,236,633 | $398.8B | 2.47% | |
| 12 | LOWLowes Cos Inc | 3,999,863 | $369.4B | 2.29% | |
| 13 | ADBEAdobe Inc | 1,547,668 | $350.1B | 2.17% | |
| 14 | INTUIntuit | 1,674,477 | $329.6B | 2.04% | |
| 15 | AMTAmerican Tower Corp | 2,074,492 | $328.2B | 2.04% | |
| 16 | NFLXNetflix Inc | 1,194,235 | $319.6B | 1.98% | |
| 17 | TMOThermo Fisher Scientific | 1,361,949 | $304.8B | 1.89% | |
| 18 | MCOMoodys Corp | 2,137,030 | $299.3B | 1.86% | |
| 19 | XLNXEURXilinx Inc | 3,394,468 | $289.1B | 1.79% | |
| 20 | LINLinde PLC | 1,833,524 | $286.1B | 1.77% | |
| 21 | FISVFiserv Inc | 3,874,319 | $284.7B | 1.77% | |
| 22 | SYKStryker Corp | 1,793,106 | $281.1B | 1.74% | |
| 23 | ICEIntercontinental Exch | 3,696,139 | $278.4B | 1.73% | |
| 24 | ZTSZoetis Inc | 3,171,738 | $271.3B | 1.68% | |
| 25 | ILMNIllumina Inc | 891,703 | $267.4B | 1.66% | |
| 26 | BKNGBooking Holdings Inc | 151,010 | $260.1B | 1.61% | |
| 27 | ADPAutomatic Data Process | 1,901,133 | $249.3B | 1.55% | |
| 28 | UNPUnion Pacific Corp | 1,762,870 | $243.7B | 1.51% | |
| 29 | BDXBecton Dickinson & Co | 1,080,186 | $243.4B | 1.51% | |
| 30 | ISRGIntuitive Surgical Inc | 500,460 | $239.7B | 1.49% | |
| 31 | ABTAbbott Laboratories | 3,221,820 | $233.0B | 1.45% | |
| 32 | RACEFerrari NV | 2,173,804 | $216.2B | 1.34% | |
| 33 | NOCNorthrop Grumman Corp | 880,639 | $215.7B | 1.34% | |
| 34 | RTN1USDRaytheon Co | 1,392,160 | $213.5B | 1.32% | |
| 35 | FISFidelity Natl Info Svcs | 2,073,952 | $212.7B | 1.32% | |
| 36 | AG8Agilent Technologies Inc | 2,875,781 | $194.0B | 1.20% | |
| 37 | GDDYGodaddy Inc Cl A | 2,899,238 | $190.2B | 1.18% | |
| 38 | FTVFortive Corporation | 2,753,405 | $186.3B | 1.16% | |
| 39 | HONHoneywell International | 1,405,919 | $185.7B | 1.15% | |
| 40 | VEEVVeeva Systems Inc Cl A | 2,061,568 | $184.1B | 1.14% | |
| 41 | EAElectronic Arts Inc | 2,272,030 | $179.3B | 1.11% | |
| 42 | EXPEExpedia Inc | 1,589,164 | $179.0B | 1.11% | |
| 43 | AFWAlign Technology Inc | 840,556 | $176.0B | 1.09% | |
| 44 | ABMDEURAbiomed Inc | 523,751 | $170.2B | 1.06% | |
| 45 | LLYLilly Eli & Co | 1,469,191 | $170.0B | 1.05% | |
| 46 | SHWSherwin Williams Co | 417,780 | $164.4B | 1.02% | |
| 47 | CSGPCostar Group Inc | 474,434 | $160.0B | 0.99% | |
| 48 | NVDANvidia Corp | 1,119,634 | $149.5B | 0.93% | |
| 49 | PAGSPagseguro Digital Ltd Cl A | 7,244,637 | $135.7B | 0.84% | |
| 50 | WDAYWorkday Inc | 416,621 | $66.5B | 0.41% | |
| 51 | EBEventbrite Inc Cl A | 1,630,434 | $45.3B | 0.28% | |
| 52 | IWFISHARES TR RSSLL 1000 GRWT | 271,684 | $35.6B | 0.22% | |
| 53 | VUGVANGUARD INDEX TR GROWTH VIPER | 41,547 | $5.6B | 0.03% | |
| 54 | CNCCentene Corp | 46,880 | $5.4B | 0.03% | |
| 55 | ECLEcolab Inc | 18,904 | $2.8B | 0.02% | |
| 56 | —Kirkland Lake Gold Ltd | 81,460 | $2.1B | 0.01% | |
| 57 | —ICL-Israel Chem ILS | 273,820 | $1.6B | 0.01% | |
| 58 | MTCHEURCAE Inc | 71,900 | $1.3B | 0.01% | |
| 59 | CMECME Group Inc | 5,800 | $1.1B | 0.01% | |
| 60 | —Seaspan Corp | 129,800 | $1.0B | 0.01% | |
| 61 | METAFACEBOOK INC CL A | 3,843 | $504.0M | 0.00% | |
| 62 | BABAALIBABA GROUP HLDG LTD SPONSOR | 2,590 | $355.0M | 0.00% | |
| 63 | NOWSERVICENOW INC COM | 1,471 | $262.0M | 0.00% | |
| 64 | SPLKCHFSPLUNK INC COM | 2,172 | $228.0M | 0.00% | |
| 65 | ASMLASML HOLDING N V N Y REGISTRY | 1,377 | $214.0M | 0.00% | |
| 66 | EWEDWARDS LIFESCIENCES CORP COM | 1,320 | $202.0M | 0.00% | |
| 67 | IVWISHARES TR S&P500/BARRA GW | 914 | $138.0M | 0.00% | |
| 68 | CCEPCoca-Cola Enterprises | 2,350 | $108.0M | 0.00% | |
| 69 | ECLECOLAB INC COM | 570 | $84.0M | 0.00% | |
| 70 | CHKPCheck Point Software Tech Ltd | 785 | $80.0M | 0.00% | |
| 71 | HDHOME DEPOT INC COM | 458 | $79.0M | 0.00% | |
| 72 | HLTHILTON WORLDWIDE HLDGS INC WHE | 807 | $58.0M | 0.00% | |
| 73 | AVGOBROADCOM INC COM | 163 | $41.0M | 0.00% | |
| 74 | CHTRCHARTER COMMUNICATIONS INC | 72 | $21.0M | 0.00% | |
| 75 | CMCSACOMCAST CORP NEW CL A | 510 | $17.0M | 0.00% | |
| 76 | BSXBOSTON SCIENTIFIC CORP COM | 482 | $17.0M | 0.00% | |
| 77 | FDXFEDEX CORP COM | 78 | $13.0M | 0.00% | |
| 78 | AMATAPPLIED MATLS INC COM | 394 | $13.0M | 0.00% | |
| 79 | JPMJ P MORGAN CHASE & CO COM | 118 | $12.0M | 0.00% | |
| 80 | GDGENERAL DYNAMICS CORP COM | 56 | $9.0M | 0.00% | |
| 81 | BAXBAXTER INTL INC COM | 106 | $7.0M | 0.00% | |
| 82 | MDTMEDTRONIC PLC | 75 | $7.0M | 0.00% | |
| 83 | AAPLAPPLE COMPUTER INC | 41 | $6.0M | 0.00% | |
| 84 | AWMSKYWORKS SOLUTIONS INC COM | 87 | $6.0M | 0.00% | |
| 85 | GTXGARRETT MOTION INC COM | 378 | $5.0M | 0.00% | |
| 86 | APTVAPTIV PLC SHS | 75 | $5.0M | 0.00% | |
| 87 | —ALLERGAN PLC SHS | 22 | $3.0M | 0.00% | |
| 88 | DHRDANAHER CORP | 25 | $3.0M | 0.00% | |
| 89 | DISDISNEY WALT CO COM DISNEY | 20 | $2.0M | 0.00% | |
| 90 | REZIRESIDEO TECHNOLOGIES INC COM | 119 | $2.0M | 0.00% | |
| 91 | BMYBRISTOL MYERS SQUIBB CO | 33 | $2.0M | 0.00% | |
| 92 | ATVIEURACTIVISION BLIZZARD INC | 29 | $1.0M | 0.00% | |
| 93 | APDAIR PRODS & CHEMS INC COM | 6 | $1.0M | 0.00% | |
| 94 | ASIXADVANSIX INC COM | 31 | $1.0M | 0.00% | |
| 95 | MUMICRON TECHNOLOGY INC COM | 45 | $1.0M | 0.00% | |
| 96 | VSMEURVERSUM MATLS INC COM | 3 | $0 | 0.00% | |
| 97 | ORLYO'REILLY AUTOMOTIVE INC NEW CO | 1 | $0 | 0.00% | |
| 98 | —DELPHI TECHNOLOGIES PLC SHS | 25 | $0 | 0.00% | |
| 99 | SBUXSTARBUCKS CORP COM | 2 | $0 | 0.00% | |
| 100 | ABBVABBVIE INC COM | 5 | $0 | 0.00% |