Winslow Capital Management, LLC Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$19.3B
Holdings
54
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 9,543,917 | $1.5T | 7818.07% | |
| 2 | AMZNAmazon Com Inc | 656,476 | $1.2T | 6301.21% | |
| 3 | AAPLApple Inc | 3,698,403 | $1.1T | 5641.38% | |
| 4 | VVisa Inc | 4,854,553 | $912.2B | 4738.25% | |
| 5 | METAFacebook Inc | 4,361,606 | $895.2B | 4650.19% | |
| 6 | CRMSalesforce Com Inc | 4,563,028 | $742.1B | 3854.98% | |
| 7 | MAMastercard Inc | 2,225,203 | $664.4B | 3451.33% | |
| 8 | ADBEAdobe Inc | 1,902,119 | $627.3B | 3258.69% | |
| 9 | GOOGAlphabet Inc Cl C | 411,824 | $550.6B | 2860.16% | |
| 10 | NKENike Inc | 5,368,380 | $543.9B | 2825.12% | |
| 11 | GOOGLAlphabet Inc Cl A | 406,003 | $543.8B | 2824.73% | |
| 12 | LOWLowes Cos Inc | 3,946,961 | $472.7B | 2455.37% | |
| 13 | UNHUnitedhealth Group Inc | 1,584,025 | $465.7B | 2418.91% | |
| 14 | INTUIntuit | 1,719,283 | $450.3B | 2339.24% | |
| 15 | FISVFiserv Inc | 3,599,547 | $416.2B | 2162.02% | |
| 16 | BABAAlibaba Group Holding Ltd Sp A | 1,853,988 | $393.2B | 2042.63% | |
| 17 | PYPLPaypal Holdings Inc | 3,578,614 | $387.1B | 2010.77% | |
| 18 | AMGNAmgen Inc | 1,523,938 | $367.4B | 1908.32% | |
| 19 | VFCV F Corp | 3,587,053 | $357.5B | 1856.95% | |
| 20 | MCOMoodys Corp | 1,470,067 | $349.0B | 1812.92% | |
| 21 | RACEFerrari NV | 2,097,647 | $347.2B | 1803.75% | |
| 22 | BABoeing Co | 929,017 | $302.6B | 1572.03% | |
| 23 | ZTSZoetis Inc | 2,270,183 | $300.5B | 1560.73% | |
| 24 | ABTAbbott Laboratories | 3,422,773 | $297.3B | 1544.32% | |
| 25 | MCHPMicrochip Technology | 2,818,330 | $295.1B | 1533.08% | |
| 26 | ADPAutomatic Data Process | 1,725,047 | $294.1B | 1527.80% | |
| 27 | TMOThermo Fisher Scientific | 890,520 | $289.3B | 1502.78% | |
| 28 | AZNAstraZeneca PLC Sp ADR | 5,607,500 | $279.6B | 1452.32% | |
| 29 | EQIXEquinix Inc | 469,250 | $273.9B | 1422.78% | |
| 30 | GDDYGodaddy Inc Cl A | 3,806,255 | $258.5B | 1342.88% | |
| 31 | FTVFortive Corporation | 3,245,292 | $247.9B | 1287.76% | |
| 32 | CSGPCostar Group Inc | 392,558 | $234.9B | 1220.01% | |
| 33 | UNPUnion Pacific Corp | 1,288,725 | $233.0B | 1210.25% | |
| 34 | EXASExact Sciences Corp | 2,460,349 | $227.5B | 1181.92% | |
| 35 | SHWSherwin Williams Co | 388,321 | $226.6B | 1177.07% | |
| 36 | BSXBoston Scientific Co | 4,757,016 | $215.1B | 1117.39% | |
| 37 | NVDANvidia Corp | 907,969 | $213.6B | 1109.77% | |
| 38 | FIVEFive Below Inc | 1,645,592 | $210.4B | 1092.95% | |
| 39 | WDAYWorkday Inc | 1,219,178 | $200.5B | 1041.46% | |
| 40 | LINLinde PLC | 941,434 | $200.4B | 1041.13% | |
| 41 | VEEVVeeva Systems Inc Cl A | 1,411,534 | $198.5B | 1031.35% | |
| 42 | UTXZUnited Technologies Corp | 1,283,978 | $192.3B | 998.84% | |
| 43 | DISDisney Walt Co | 1,321,119 | $191.1B | 992.53% | |
| 44 | MMM3M Co | 1,036,102 | $182.8B | 949.50% | |
| 45 | COSTCostco Wholesale Corp | 574,671 | $168.9B | 877.38% | |
| 46 | TXNTexas Instruments Inc | 1,209,563 | $155.2B | 806.05% | |
| 47 | PTONPeloton Interactive Inc Cl A | 1,324,021 | $37.6B | 195.32% | |
| 48 | IWFISHARES TR RSSLL 1000 GRWT | 128,905 | $22.7B | 117.79% | |
| 49 | HONHoneywell International | 17,868 | $3.2B | 16.43% | |
| 50 | —Seaspan Corp | 161,100 | $2.3B | 11.89% | |
| 51 | CAECAE Inc | 67,800 | $1.8B | 9.34% | |
| 52 | TBHCKirkland Lake Gold Ltd | 34,960 | $1.5B | 8.02% | |
| 53 | MRKMerck & Co Inc | 14,070 | $1.3B | 6.65% | |
| 54 | AG8Agilent Technologies Inc | 12,448 | $1.1B | 5.52% |