Winslow Capital Management, LLC Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$24.0T
Holdings
60
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAmazon Com Inc | 637,378 | $2.1T | 8.66% | |
| 2 | MSFTMicrosoft Corp | 8,976,086 | $2.0T | 8.33% | |
| 3 | AAPLApple Inc | 11,719,859 | $1.6T | 6.49% | |
| 4 | VVisa Inc | 4,713,571 | $1.0T | 4.30% | |
| 5 | MAMastercard Inc | 2,368,953 | $845.6B | 3.53% | |
| 6 | ADBEAdobe Inc | 1,614,330 | $807.4B | 3.37% | |
| 7 | METAFacebook Inc | 2,830,071 | $773.1B | 3.23% | |
| 8 | GOOGAlphabet Inc Cl C | 407,748 | $714.3B | 2.98% | |
| 9 | PYPLPaypal Holdings Inc | 3,030,221 | $709.7B | 2.96% | |
| 10 | GOOGLAlphabet Inc Cl A | 404,642 | $709.2B | 2.96% | |
| 11 | NKENike Inc | 4,996,606 | $706.9B | 2.95% | |
| 12 | NVDANvidia Corp | 1,034,342 | $540.1B | 2.25% | |
| 13 | NOWServicenow Inc | 812,085 | $447.0B | 1.87% | |
| 14 | INTUIntuit | 1,175,534 | $446.5B | 1.86% | |
| 15 | UNHUnitedhealth Group Inc | 1,238,303 | $434.2B | 1.81% | |
| 16 | UBERUber Technologies Inc | 8,435,292 | $430.2B | 1.80% | |
| 17 | ASMLASML Holding NV NY Registry | 880,744 | $429.6B | 1.79% | |
| 18 | IQVIqvia Holdings Inc | 2,129,014 | $381.5B | 1.59% | |
| 19 | ZTSZoetis Inc | 2,272,459 | $376.1B | 1.57% | |
| 20 | CRMSalesforce Com Inc | 1,612,228 | $358.8B | 1.50% | |
| 21 | XYZSquare Inc Cl A | 1,646,297 | $358.3B | 1.50% | |
| 22 | TSLATesla Inc | 493,279 | $348.1B | 1.45% | |
| 23 | LLYLilly Eli & Co | 1,942,514 | $328.0B | 1.37% | |
| 24 | EQIXEquinix Inc | 458,998 | $327.8B | 1.37% | |
| 25 | AZNAstraZeneca PLC Sp ADR | 6,347,649 | $317.3B | 1.32% | |
| 26 | CMGChipotle Mexican Grill | 224,030 | $310.7B | 1.30% | |
| 27 | MCOMoodys Corp | 1,065,557 | $309.3B | 1.29% | |
| 28 | BALLBall Corp | 3,314,335 | $308.8B | 1.29% | |
| 29 | ELEstee Lauder Companies | 1,152,606 | $306.8B | 1.28% | |
| 30 | TWLOTwilio Inc Cl A | 860,670 | $291.3B | 1.22% | |
| 31 | LINLinde PLC | 1,086,669 | $286.3B | 1.19% | |
| 32 | TEAMAtlassian Corp Plc | 1,207,050 | $282.3B | 1.18% | |
| 33 | LULULululemon Athletica Inc | 810,050 | $281.9B | 1.18% | |
| 34 | DISDisney Walt Co | 1,547,738 | $280.4B | 1.17% | |
| 35 | TRUTransUnion | 2,756,017 | $273.5B | 1.14% | |
| 36 | DOCUDocusign Inc | 1,221,321 | $271.5B | 1.13% | |
| 37 | TXNTexas Instruments Inc | 1,644,971 | $270.0B | 1.13% | |
| 38 | WDAYWorkday Inc | 1,106,981 | $265.2B | 1.11% | |
| 39 | WIXWix.Com Ltd | 1,060,388 | $265.1B | 1.11% | |
| 40 | AFWAlign Technology Inc | 477,663 | $255.3B | 1.07% | |
| 41 | SHOPShopify Inc Cl A | 223,474 | $253.0B | 1.06% | |
| 42 | MSCIMsci Inc | 565,942 | $252.7B | 1.05% | |
| 43 | TELTE Connectivity Ltd Reg | 2,035,117 | $246.4B | 1.03% | |
| 44 | RACEFerrari NV | 1,066,129 | $244.7B | 1.02% | |
| 45 | AG8Agilent Technologies Inc | 1,963,381 | $232.6B | 0.97% | |
| 46 | CSGPCostar Group Inc | 250,377 | $231.4B | 0.97% | |
| 47 | VEEVVeeva Systems Inc Cl A | 809,930 | $220.5B | 0.92% | |
| 48 | ABNBAirbnb Inc Cl A | 1,413,402 | $207.5B | 0.87% | |
| 49 | NFLXNetflix Inc | 303,415 | $164.1B | 0.68% | |
| 50 | CITCintas Corp | 221,719 | $78.4B | 0.33% | |
| 51 | PODDInsulet Corp | 265,549 | $67.9B | 0.28% | |
| 52 | EWEdwards Lifesciences | 147,652 | $13.5B | 0.06% | |
| 53 | ADSKAutodesk Inc | 36,948 | $11.3B | 0.05% | |
| 54 | IWFISHARES TR RSSLL 1000 GRWT | 42,886 | $10.3B | 0.04% | |
| 55 | AMTAmerican Tower Corp | 41,248 | $9.3B | 0.04% | |
| 56 | ECLEcolab Inc | 38,776 | $8.4B | 0.04% | |
| 57 | TSEMTower Semiconductor Ltd | 100,300 | $2.6B | 0.01% | |
| 58 | —Atlas Corp Shares | 213,337 | $2.3B | 0.01% | |
| 59 | GRT-UCADGranite Real Estate Inv Tr Sta | 23,700 | $1.4B | 0.01% | |
| 60 | TMOTHERMO FISHER SCIENTIFIC INC | 631 | $294.0M | 0.00% |