Winslow Capital Management, LLC Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$18.0B
Holdings
52
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 5,012,337 | $1.2T | 6687.76% | |
| 2 | AAPLApple Inc | 7,387,579 | $959.9B | 5340.31% | |
| 3 | VVisa Inc | 3,792,151 | $787.9B | 4383.31% | |
| 4 | MAMastercard Inc | 2,181,984 | $758.7B | 4221.32% | |
| 5 | UNHUnitedhealth Group Inc | 1,306,832 | $692.9B | 3854.77% | |
| 6 | CMGChipotle Mexican Grill | 387,249 | $537.3B | 2989.34% | |
| 7 | UNPUnion Pacific Corp | 2,574,928 | $533.2B | 2966.45% | |
| 8 | ADIAnalog Devices Inc | 3,051,744 | $500.6B | 2785.00% | |
| 9 | NOWServicenow Inc | 1,272,706 | $494.2B | 2749.26% | |
| 10 | DEDeere & Co | 1,139,988 | $488.8B | 2719.37% | |
| 11 | ISRGIntuitive Surgical Inc | 1,809,661 | $480.2B | 2671.59% | |
| 12 | COSTCostco Wholesale Corp | 1,038,807 | $474.2B | 2638.33% | |
| 13 | ASMLASML Holding NV NY Registry | 851,461 | $465.2B | 2588.39% | |
| 14 | LINLinde PLC | 1,312,470 | $428.1B | 2381.78% | |
| 15 | LULULululemon Athletica Inc | 1,319,850 | $422.9B | 2352.58% | |
| 16 | SLBSchlumberger Ltd | 7,814,774 | $417.8B | 2324.34% | |
| 17 | INTUIntuit | 1,071,642 | $417.1B | 2320.59% | |
| 18 | ITGartner Inc | 1,176,956 | $395.6B | 2201.07% | |
| 19 | DHRDanaher Corp | 1,473,177 | $391.0B | 2175.41% | |
| 20 | DLTRDollar Tree Inc | 2,736,616 | $387.1B | 2153.47% | |
| 21 | VEEVVeeva Systems Inc Cl A | 2,344,419 | $378.3B | 2104.94% | |
| 22 | HLTHilton Worldwide Holding | 2,981,228 | $376.7B | 2095.85% | |
| 23 | AG8Agilent Technologies Inc | 2,454,013 | $367.2B | 2043.18% | |
| 24 | IDXXIdexx Labs Inc | 873,084 | $356.2B | 1981.65% | |
| 25 | NVDANvidia Corp | 2,395,312 | $350.0B | 1947.53% | |
| 26 | ACNAccenture Plc Ireland | 1,310,674 | $349.7B | 1945.81% | |
| 27 | SBUXStarbucks Corp | 3,443,054 | $341.5B | 1900.24% | |
| 28 | ZTSZoetis Inc | 2,251,023 | $329.9B | 1835.35% | |
| 29 | PANWPalo Alto Networks Inc | 2,351,156 | $328.1B | 1825.30% | |
| 30 | CSXCSX Corp | 10,481,724 | $324.7B | 1806.62% | |
| 31 | GOOGLAlphabet Inc Cl A | 3,589,406 | $316.7B | 1761.95% | |
| 32 | LRCXEURLam Research Corp | 751,677 | $315.9B | 1757.70% | |
| 33 | GOOGAlphabet Inc Cl C | 3,199,217 | $283.9B | 1579.31% | |
| 34 | AZNAstraZeneca PLC Sp ADR | 4,180,951 | $283.5B | 1577.10% | |
| 35 | MCOMoodys Corp | 942,433 | $262.6B | 1460.88% | |
| 36 | TECHBio Techne Corp | 3,147,924 | $260.9B | 1451.53% | |
| 37 | IQVIqvia Holdings Inc | 1,219,267 | $249.8B | 1389.86% | |
| 38 | MSCIMsci Inc | 514,139 | $239.2B | 1330.60% | |
| 39 | ELEstee Lauder Companies | 938,452 | $232.8B | 1295.42% | |
| 40 | APDAir Prods & Chems Inc | 580,562 | $179.0B | 995.68% | |
| 41 | AMZNAmazon Com Inc | 1,982,653 | $166.5B | 926.57% | |
| 42 | ADBEAdobe Inc | 453,821 | $152.7B | 849.69% | |
| 43 | CSGPCostar Group Inc | 1,892,293 | $146.2B | 813.59% | |
| 44 | IWFISHARES TR RSSLL 1000 GRWT | 198,244 | $42.5B | 236.29% | |
| 45 | ACTCUSDProterra Inc | 5,507,717 | $20.8B | 115.52% | |
| 46 | ACVAAcv Auctions Inc Cl A | 2,365,461 | $19.4B | 108.05% | |
| 47 | COMPCompass Inc Cl A | 7,122,320 | $16.6B | 92.33% | |
| 48 | RSKDRiskified Ltd Cl A | 3,442,221 | $15.9B | 88.48% | |
| 49 | —Rover Group Inc Cl A | 2,849,209 | $10.5B | 58.17% | |
| 50 | DWDMorgan Stanley | 112,706 | $9.6B | 53.30% | |
| 51 | APTVAptiv Plc | 72,850 | $6.8B | 37.74% | |
| 52 | VUGVANGUARD INDEX TR GROWTH VIPER | 24,417 | $5.2B | 28.95% |