Winslow Capital Management, LLC Q1 2021 Filing
Filed May 13, 2021
Portfolio Value
$23.7T
Holdings
63
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 8,754,529 | $2.1T | 8.71% | |
| 2 | AMZNAmazon Com Inc | 624,938 | $1.9T | 8.16% | |
| 3 | AAPLApple Inc | 11,549,594 | $1.4T | 5.95% | |
| 4 | VVisa Inc | 4,932,152 | $1.0T | 4.41% | |
| 5 | GOOGAlphabet Inc Cl C | 402,644 | $832.9B | 3.51% | |
| 6 | GOOGLAlphabet Inc Cl A | 399,460 | $823.9B | 3.48% | |
| 7 | MAMastercard Inc | 2,301,961 | $819.6B | 3.46% | |
| 8 | ADBEAdobe Inc | 1,627,147 | $773.5B | 3.26% | |
| 9 | METAFacebook Inc | 2,287,440 | $673.7B | 2.84% | |
| 10 | NKENike Inc | 4,883,063 | $648.9B | 2.74% | |
| 11 | NVDANvidia Corp | 1,193,232 | $637.1B | 2.69% | |
| 12 | PYPLPaypal Holdings Inc | 2,445,092 | $593.8B | 2.51% | |
| 13 | NOWServicenow Inc | 945,627 | $472.9B | 2.00% | |
| 14 | UNHUnitedhealth Group Inc | 1,204,768 | $448.3B | 1.89% | |
| 15 | ASMLASML Holding NV NY Registry | 710,754 | $438.8B | 1.85% | |
| 16 | ZTSZoetis Inc | 2,504,163 | $394.4B | 1.66% | |
| 17 | INTUIntuit | 1,022,381 | $391.6B | 1.65% | |
| 18 | IQVIqvia Holdings Inc | 1,940,376 | $374.8B | 1.58% | |
| 19 | AFWAlign Technology Inc | 667,827 | $361.6B | 1.53% | |
| 20 | SBUXStarbucks Corp | 3,277,498 | $358.1B | 1.51% | |
| 21 | MCOMoodys Corp | 1,198,849 | $358.0B | 1.51% | |
| 22 | AG8Agilent Technologies Inc | 2,783,552 | $353.9B | 1.49% | |
| 23 | UBERUber Technologies Inc | 6,427,413 | $350.4B | 1.48% | |
| 24 | WIXWix.Com Ltd | 1,190,346 | $332.4B | 1.40% | |
| 25 | XYZSquare Inc Cl A | 1,450,382 | $329.3B | 1.39% | |
| 26 | HLTHilton Worldwide Holding | 2,718,362 | $328.7B | 1.39% | |
| 27 | ELEstee Lauder Companies | 1,124,677 | $327.1B | 1.38% | |
| 28 | LULULululemon Athletica Inc | 1,022,332 | $313.6B | 1.32% | |
| 29 | CMGChipotle Mexican Grill | 218,038 | $309.8B | 1.31% | |
| 30 | LINLinde PLC | 1,059,349 | $296.8B | 1.25% | |
| 31 | TELTE Connectivity Ltd Reg | 2,206,472 | $284.9B | 1.20% | |
| 32 | CITCintas Corp | 825,378 | $281.7B | 1.19% | |
| 33 | BALLBall Corp | 3,239,466 | $274.5B | 1.16% | |
| 34 | TEAMAtlassian Corp Plc | 1,291,642 | $272.2B | 1.15% | |
| 35 | WDAYWorkday Inc | 1,082,183 | $268.8B | 1.13% | |
| 36 | DOCUDocusign Inc | 1,285,608 | $260.3B | 1.10% | |
| 37 | EWEdwards Lifesciences | 3,026,529 | $253.1B | 1.07% | |
| 38 | VEEVVeeva Systems Inc Cl A | 968,713 | $253.1B | 1.07% | |
| 39 | TXNTexas Instruments Inc | 1,316,827 | $248.9B | 1.05% | |
| 40 | SNAPSnap Inc Cl A | 4,429,558 | $231.6B | 0.98% | |
| 41 | CRMSalesforce Com Inc | 1,079,914 | $228.8B | 0.97% | |
| 42 | PTCPtc Inc | 1,602,828 | $220.6B | 0.93% | |
| 43 | SNOWSnowflake Inc Cl A | 941,682 | $215.9B | 0.91% | |
| 44 | DISDisney Walt Co | 1,122,924 | $207.2B | 0.87% | |
| 45 | PINSPinterest Inc Cl A | 2,767,228 | $204.9B | 0.86% | |
| 46 | CSGPCostar Group Inc | 247,027 | $203.0B | 0.86% | |
| 47 | PODDInsulet Corp | 716,255 | $186.9B | 0.79% | |
| 48 | NFLXNetflix Inc | 349,604 | $182.4B | 0.77% | |
| 49 | BMBLBumble Inc Cl A | 2,364,701 | $147.5B | 0.62% | |
| 50 | MSCIMsci Inc | 346,885 | $145.4B | 0.61% | |
| 51 | TECHBio Techne Corp | 306,557 | $117.1B | 0.49% | |
| 52 | CVNACarvana Co | 284,677 | $74.7B | 0.32% | |
| 53 | DWDMorgan Stanley | 894,121 | $69.4B | 0.29% | |
| 54 | ACVAAcv Auctions Inc Cl A | 500,000 | $17.3B | 0.07% | |
| 55 | ADSKAutodesk Inc | 33,738 | $9.3B | 0.04% | |
| 56 | ECLEcolab Inc | 42,606 | $9.1B | 0.04% | |
| 57 | AZNAstraZeneca PLC Sp ADR | 166,155 | $8.3B | 0.03% | |
| 58 | MLB1MercadoLibre Inc | 5,170 | $7.6B | 0.03% | |
| 59 | IWFISHARES TR RSSLL 1000 GRWT | 30,625 | $7.4B | 0.03% | |
| 60 | SHOPShopify Inc Cl A | 3,830 | $4.2B | 0.02% | |
| 61 | —Atlas Corp Shares | 195,337 | $2.7B | 0.01% | |
| 62 | TSEMTower Semiconductor Ltd | 91,800 | $2.6B | 0.01% | |
| 63 | GRT-UCADGranite Real Estate Inv Tr Sta | 21,500 | $1.3B | 0.01% |