Winslow Capital Management, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$16.3B
Holdings
53
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 9,307,889 | $1.5T | 8990.99% | |
| 2 | AMZNAmazon Com Inc | 652,581 | $1.3T | 7792.99% | |
| 3 | AAPLApple Inc | 3,586,685 | $912.1B | 5586.24% | |
| 4 | VVisa Inc | 4,717,858 | $760.1B | 4655.76% | |
| 5 | METAFacebook Inc | 4,238,054 | $706.9B | 4329.71% | |
| 6 | CRMSalesforce Com Inc | 4,457,739 | $641.8B | 3931.10% | |
| 7 | ADBEAdobe Inc | 1,855,176 | $590.4B | 3616.07% | |
| 8 | UNHUnitedhealth Group Inc | 2,158,604 | $538.3B | 3297.11% | |
| 9 | MAMastercard Inc | 2,161,196 | $522.1B | 3197.54% | |
| 10 | GOOGAlphabet Inc Cl C | 403,141 | $468.8B | 2871.19% | |
| 11 | GOOGLAlphabet Inc Cl A | 397,141 | $461.5B | 2826.37% | |
| 12 | INTUIntuit | 1,757,536 | $404.2B | 2475.88% | |
| 13 | NKENike Inc | 4,746,871 | $392.8B | 2405.59% | |
| 14 | PYPLPaypal Holdings Inc | 3,796,753 | $363.5B | 2226.39% | |
| 15 | NVDANvidia Corp | 1,361,781 | $359.0B | 2198.62% | |
| 16 | BABAAlibaba Group Holding Ltd Sp A | 1,804,185 | $350.9B | 2149.08% | |
| 17 | FISVFiserv Inc | 3,510,309 | $333.4B | 2042.30% | |
| 18 | AMGNAmgen Inc | 1,491,285 | $302.3B | 1851.73% | |
| 19 | RACEFerrari NV | 1,916,396 | $292.4B | 1790.82% | |
| 20 | MCOMoodys Corp | 1,381,808 | $292.3B | 1790.01% | |
| 21 | ZTSZoetis Inc | 2,474,163 | $291.2B | 1783.47% | |
| 22 | EQIXEquinix Inc | 458,155 | $286.1B | 1752.63% | |
| 23 | AZNAstraZeneca PLC Sp ADR | 6,314,996 | $282.0B | 1727.39% | |
| 24 | AMTAmerican Tower Corp | 1,232,618 | $268.4B | 1643.93% | |
| 25 | ABTAbbott Laboratories | 3,008,576 | $237.4B | 1454.08% | |
| 26 | LLYLilly Eli & Co | 1,697,330 | $235.5B | 1442.12% | |
| 27 | TMOThermo Fisher Scientific | 828,187 | $234.9B | 1438.57% | |
| 28 | VEEVVeeva Systems Inc Cl A | 1,393,595 | $217.9B | 1334.71% | |
| 29 | CSGPCostar Group Inc | 366,210 | $215.0B | 1317.10% | |
| 30 | ADPAutomatic Data Process | 1,571,766 | $214.8B | 1315.80% | |
| 31 | GDDYGodaddy Inc Cl A | 3,682,074 | $210.3B | 1287.96% | |
| 32 | NFLXNetflix Inc | 547,326 | $205.5B | 1258.78% | |
| 33 | LINLinde PLC | 1,179,096 | $204.0B | 1249.38% | |
| 34 | BALLBall Corp | 3,055,000 | $197.5B | 1209.88% | |
| 35 | BMRNBiomarin Pharmaceutical | 2,150,822 | $181.7B | 1113.17% | |
| 36 | UNPUnion Pacific Corp | 1,241,720 | $175.1B | 1072.66% | |
| 37 | WDAYWorkday Inc | 1,194,617 | $155.6B | 952.81% | |
| 38 | HDHome Depot Inc | 814,333 | $152.0B | 931.25% | |
| 39 | CMGChipotle Mexican Grill | 215,762 | $141.2B | 864.80% | |
| 40 | LKNCYLuckin Coffee Inc Sp ADS | 5,166,031 | $140.5B | 860.33% | |
| 41 | ISRGIntuitive Surgical Inc | 279,702 | $138.5B | 848.36% | |
| 42 | SHWSherwin Williams Co | 300,537 | $138.1B | 845.86% | |
| 43 | MSCIMsci Inc | 380,438 | $109.9B | 673.31% | |
| 44 | TEAMAtlassian Corp Plc | 611,341 | $83.9B | 513.95% | |
| 45 | WIXWix.Com Ltd | 739,840 | $74.6B | 456.86% | |
| 46 | UBERUber Technologies Inc | 1,777,256 | $49.6B | 303.92% | |
| 47 | LULULululemon Athletica Inc | 150,347 | $28.5B | 174.55% | |
| 48 | AG8Agilent Technologies Inc | 149,667 | $10.7B | 65.65% | |
| 49 | IWFISHARES TR RSSLL 1000 GRWT | 64,397 | $9.7B | 59.42% | |
| 50 | —Atlas Corp | 161,800 | $1.2B | 7.62% | |
| 51 | TSEMTower Semiconductor Ltd | 71,700 | $1.1B | 6.99% | |
| 52 | VUGVANGUARD INDEX TR GROWTH VIPER | 5,301 | $831.0M | 5.09% | |
| 53 | IVWISHARES TR S&P500/BARRA GW | 2,074 | $342.0M | 2.09% |