Winslow Capital Management, LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$24.1T
Holdings
59
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 7,361,978 | $2.8T | 11.49% | |
| 2 | AMZNAmazon Com Inc | 11,236,345 | $1.7T | 7.08% | |
| 3 | AAPLApple Inc | 7,850,106 | $1.5T | 6.27% | |
| 4 | NVDANvidia Corp | 2,321,200 | $1.1T | 4.77% | |
| 5 | METAMeta Platforms Inc | 2,785,685 | $986.0B | 4.09% | |
| 6 | AVGOBroadcom Limited | 683,489 | $762.9B | 3.17% | |
| 7 | GOOGLAlphabet Inc Cl A | 4,943,083 | $690.5B | 2.86% | |
| 8 | NOWServicenow Inc | 916,538 | $647.5B | 2.69% | |
| 9 | WDAYWorkday Inc | 2,312,976 | $638.5B | 2.65% | |
| 10 | ISRGIntuitive Surgical Inc | 1,846,093 | $622.8B | 2.58% | |
| 11 | GOOGAlphabet Inc Cl C | 4,392,151 | $619.0B | 2.57% | |
| 12 | CRMSalesforce Inc | 2,280,944 | $600.2B | 2.49% | |
| 13 | MAMastercard Inc | 1,367,154 | $583.1B | 2.42% | |
| 14 | CMGChipotle Mexican Grill | 245,820 | $562.2B | 2.33% | |
| 15 | ASMLASML Holding NV NY Registry | 709,086 | $536.7B | 2.23% | |
| 16 | LRCXEURLam Research Corp | 607,563 | $475.9B | 1.97% | |
| 17 | NFLXNetflix Inc | 888,936 | $432.8B | 1.80% | |
| 18 | UNHUnitedhealth Group Inc | 809,154 | $426.0B | 1.77% | |
| 19 | VVisa Inc | 1,553,797 | $404.5B | 1.68% | |
| 20 | LLYLilly Eli & Co | 648,971 | $378.3B | 1.57% | |
| 21 | VRTXVertex Pharmaceuticals | 925,369 | $376.5B | 1.56% | |
| 22 | ORLYO Reilly Automotive Inc | 387,555 | $368.2B | 1.53% | |
| 23 | LINLinde PLC | 895,269 | $367.7B | 1.53% | |
| 24 | PHParker Hannifin Corp | 797,824 | $367.6B | 1.52% | |
| 25 | MSCIMsci Inc | 625,809 | $354.0B | 1.47% | |
| 26 | KKRKkr & Co Inc | 4,156,357 | $344.4B | 1.43% | |
| 27 | TMOThermo Fisher Scientific | 628,847 | $333.8B | 1.38% | |
| 28 | SNPSSynopsys Inc | 634,781 | $326.9B | 1.36% | |
| 29 | TSLATesla Inc | 1,307,727 | $324.9B | 1.35% | |
| 30 | IDXXIdexx Labs Inc | 576,555 | $320.0B | 1.33% | |
| 31 | MCDMcDonald's Corp | 1,038,835 | $308.0B | 1.28% | |
| 32 | UNPUnion Pacific Corp | 1,193,560 | $293.2B | 1.22% | |
| 33 | DC4Dexcom Inc | 2,347,459 | $291.3B | 1.21% | |
| 34 | BSXBoston Scientific Co | 5,034,018 | $291.0B | 1.21% | |
| 35 | ACNAccenture Plc Ireland | 821,202 | $288.2B | 1.20% | |
| 36 | LULULululemon Athletica Inc | 557,931 | $285.3B | 1.18% | |
| 37 | COSTCostco Wholesale Corp | 429,028 | $283.2B | 1.17% | |
| 38 | MCOMoodys Corp | 718,632 | $280.7B | 1.16% | |
| 39 | TEAMAtlassian Corp Plc | 1,179,399 | $280.5B | 1.16% | |
| 40 | SNOWSnowflake Inc Cl A | 1,407,709 | $280.1B | 1.16% | |
| 41 | HLTHilton Worldwide Holding | 1,487,081 | $270.8B | 1.12% | |
| 42 | ADIAnalog Devices Inc | 1,295,809 | $257.3B | 1.07% | |
| 43 | UBERUber Technologies Inc | 3,853,026 | $237.2B | 0.98% | |
| 44 | SLBSchlumberger Ltd | 4,347,671 | $226.3B | 0.94% | |
| 45 | SBUXStarbucks Corp | 1,295,764 | $124.4B | 0.52% | |
| 46 | COMPCompass Inc Cl A | 7,122,320 | $26.8B | 0.11% | |
| 47 | ODDOddity Tech Ltd Cl A | 560,558 | $26.1B | 0.11% | |
| 48 | RSKDRiskified Ltd Cl A | 3,442,221 | $16.1B | 0.07% | |
| 49 | TTTrane Technologies Plc | 46,295 | $11.3B | 0.05% | |
| 50 | ITGartner Inc | 23,932 | $10.8B | 0.04% | |
| 51 | DWDMorgan Stanley | 110,315 | $10.3B | 0.04% | |
| 52 | IWFISHARES TR RSSLL 1000 GRWT | 23,782 | $7.2B | 0.03% | |
| 53 | ADBEAdobe Inc | 6,968 | $4.2B | 0.02% | |
| 54 | MPWRMonolithic Power Systems Inc | 4,456 | $2.8B | 0.01% | |
| 55 | VUGVANGUARD INDEX TR GROWTH VIPER | 1,866 | $580.0M | 0.00% | |
| 56 | AMDADVANCED MICRO DEVICES | 2,635 | $388.0M | 0.00% | |
| 57 | INTUINTUIT INC COM | 559 | $349.0M | 0.00% | |
| 58 | CATCATERPILLAR INC COM | 1,004 | $296.0M | 0.00% | |
| 59 | ZTSZOETIS INC CL A | 1,264 | $249.0M | 0.00% |