Winslow Capital Management, LLC Q2 2019 Filing
Filed August 12, 2019
Portfolio Value
$18.7B
Holdings
58
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 10,801,355 | $1.4T | 7744.75% | |
| 2 | AMZNAmazon Com Inc | 644,823 | $1.2T | 6535.66% | |
| 3 | VVisa Inc | 5,445,621 | $945.1B | 5058.55% | |
| 4 | METAFacebook Inc | 4,087,741 | $788.9B | 4222.75% | |
| 5 | MAMastercard Inc | 2,354,922 | $622.9B | 3334.31% | |
| 6 | ADBEAdobe Inc | 1,929,403 | $568.5B | 3042.87% | |
| 7 | CRMSalesforce Com Inc | 3,736,988 | $567.0B | 3034.92% | |
| 8 | GOOGAlphabet Inc Cl C | 467,554 | $505.4B | 2705.05% | |
| 9 | GOOGLAlphabet Inc Cl A | 461,580 | $499.8B | 2675.15% | |
| 10 | NKENike Inc | 5,671,042 | $476.1B | 2548.22% | |
| 11 | PYPLPaypal Holdings Inc | 3,782,387 | $432.9B | 2317.25% | |
| 12 | LOWLowes Cos Inc | 4,168,738 | $420.7B | 2251.61% | |
| 13 | NFLXNetflix Inc | 1,144,344 | $420.3B | 2249.86% | |
| 14 | INTUIntuit | 1,529,077 | $399.6B | 2138.81% | |
| 15 | DISDisney Walt Co | 2,817,533 | $393.4B | 2105.87% | |
| 16 | ZTSZoetis Inc | 3,365,919 | $382.0B | 2044.63% | |
| 17 | ILMNIllumina Inc | 1,033,445 | $380.5B | 2036.42% | |
| 18 | RACEFerrari NV | 2,216,056 | $357.7B | 1914.66% | |
| 19 | NOCNorthrop Grumman Corp | 1,021,725 | $330.1B | 1767.01% | |
| 20 | UNPUnion Pacific Corp | 1,876,451 | $317.3B | 1698.48% | |
| 21 | UNHUnitedhealth Group Inc | 1,247,465 | $304.4B | 1629.26% | |
| 22 | BABoeing Co | 834,758 | $303.9B | 1626.40% | |
| 23 | MCOMoodys Corp | 1,552,978 | $303.3B | 1623.47% | |
| 24 | ADPAutomatic Data Process | 1,819,310 | $300.8B | 1609.95% | |
| 25 | LINLinde PLC | 1,492,236 | $299.6B | 1603.82% | |
| 26 | SYKStryker Corp | 1,435,966 | $295.2B | 1580.08% | |
| 27 | GDDYGodaddy Inc Cl A | 4,042,013 | $283.5B | 1517.68% | |
| 28 | PAGSPagseguro Digital Ltd Cl A | 7,237,881 | $282.1B | 1509.72% | |
| 29 | TMOThermo Fisher Scientific | 943,418 | $277.1B | 1482.97% | |
| 30 | HONHoneywell International | 1,545,155 | $269.8B | 1443.92% | |
| 31 | FISVFiserv Inc | 2,958,270 | $269.7B | 1443.43% | |
| 32 | EXASExact Sciences Corp | 2,249,765 | $265.6B | 1421.41% | |
| 33 | ABTAbbott Laboratories | 3,060,802 | $257.4B | 1377.79% | |
| 34 | AZNAstraZeneca PLC Sp ADR | 6,135,344 | $253.3B | 1355.60% | |
| 35 | ISRGIntuitive Surgical Inc | 474,061 | $248.7B | 1330.99% | |
| 36 | CSGPCostar Group Inc | 447,881 | $248.2B | 1328.24% | |
| 37 | ADSKAutodesk Inc | 1,386,514 | $225.9B | 1208.93% | |
| 38 | MCHPMicrochip Technology | 2,555,945 | $221.6B | 1186.11% | |
| 39 | VEEVVeeva Systems Inc Cl A | 1,353,144 | $219.4B | 1174.11% | |
| 40 | VFCV F Corp | 2,495,625 | $218.0B | 1166.80% | |
| 41 | SHWSherwin Williams Co | 475,220 | $217.8B | 1165.71% | |
| 42 | AG8Agilent Technologies Inc | 2,731,104 | $203.9B | 1091.53% | |
| 43 | FTVFortive Corporation | 2,398,305 | $195.5B | 1046.46% | |
| 44 | TXNTexas Instruments Inc | 1,603,853 | $184.1B | 985.16% | |
| 45 | JPMJPMorgan Chase & Co | 1,607,232 | $179.7B | 961.77% | |
| 46 | FIVEFive Below Inc | 1,469,868 | $176.4B | 944.24% | |
| 47 | MLB1MercadoLibre Inc | 283,522 | $173.4B | 928.39% | |
| 48 | XLNXEURXilinx Inc | 1,356,521 | $160.0B | 856.18% | |
| 49 | WDAYWorkday Inc | 628,860 | $129.3B | 691.97% | |
| 50 | AFWAlign Technology Inc | 414,810 | $113.5B | 607.68% | |
| 51 | BABAAlibaba Group Holding Ltd Sp A | 589,914 | $100.0B | 535.04% | |
| 52 | IWFISHARES TR RSSLL 1000 GRWT | 74,808 | $11.8B | 63.00% | |
| 53 | CNCCentene Corp | 82,270 | $4.3B | 23.09% | |
| 54 | ECLEcolab Inc | 17,249 | $3.4B | 18.23% | |
| 55 | NMI1EURKirkland Lake Gold Ltd | 50,060 | $2.2B | 11.57% | |
| 56 | CAECAE Inc | 73,000 | $2.0B | 10.53% | |
| 57 | —Seaspan Corp | 173,500 | $1.7B | 9.11% | |
| 58 | AMTAmerican Tower Corp | 2,580 | $527.0M | 2.82% |