Winslow Capital Management, LLC Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$22.2B
Holdings
56
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 7,744,162 | $2.6T | 11867.54% | |
| 2 | AAPLApple Inc | 9,107,394 | $1.8T | 7949.63% | |
| 3 | NVDANvidia Corp | 3,445,586 | $1.5T | 6559.07% | |
| 4 | AMZNAmazon Com Inc | 9,066,722 | $1.2T | 5318.79% | |
| 5 | METAMeta Platforms Inc | 3,366,582 | $966.1B | 4347.70% | |
| 6 | ISRGIntuitive Surgical Inc | 2,402,974 | $821.7B | 3697.57% | |
| 7 | NOWServicenow Inc | 1,425,395 | $801.0B | 3604.68% | |
| 8 | GOOGLAlphabet Inc Cl A | 5,105,104 | $611.1B | 2749.90% | |
| 9 | LRCXEURLam Research Corp | 937,985 | $603.0B | 2713.50% | |
| 10 | ASMLASML Holding NV NY Registry | 831,547 | $602.7B | 2712.01% | |
| 11 | CMGChipotle Mexican Grill | 274,816 | $587.8B | 2645.27% | |
| 12 | MAMastercard Inc | 1,450,377 | $570.4B | 2566.98% | |
| 13 | GOOGAlphabet Inc Cl C | 4,534,516 | $548.5B | 2468.46% | |
| 14 | CRMSalesforce Inc | 2,349,684 | $496.4B | 2233.80% | |
| 15 | LINLinde PLC | 1,222,681 | $465.9B | 2096.75% | |
| 16 | PHParker Hannifin Corp | 1,143,248 | $445.9B | 2006.63% | |
| 17 | VRTXVertex Pharmaceuticals | 1,138,941 | $400.8B | 1803.64% | |
| 18 | VVisa Inc | 1,658,319 | $393.8B | 1772.20% | |
| 19 | UNHUnitedhealth Group Inc | 778,055 | $374.0B | 1682.86% | |
| 20 | COSTCostco Wholesale Corp | 689,683 | $371.3B | 1670.92% | |
| 21 | ADIAnalog Devices Inc | 1,838,066 | $358.1B | 1611.35% | |
| 22 | SNPSSynopsys Inc | 809,951 | $352.7B | 1586.99% | |
| 23 | AMDAdvanced Micro Devices | 2,989,546 | $340.5B | 1532.44% | |
| 24 | NKENike Inc | 2,841,220 | $313.6B | 1411.15% | |
| 25 | WDAYWorkday Inc | 1,309,697 | $295.8B | 1331.33% | |
| 26 | UBERUber Technologies Inc | 6,784,584 | $292.9B | 1318.02% | |
| 27 | ITGartner Inc | 833,867 | $292.1B | 1314.51% | |
| 28 | LULULululemon Athletica Inc | 745,912 | $282.3B | 1270.49% | |
| 29 | MCDMcDonald's Corp | 935,630 | $279.2B | 1256.41% | |
| 30 | IDXXIdexx Labs Inc | 552,252 | $277.4B | 1248.12% | |
| 31 | MCOMoodys Corp | 773,608 | $269.0B | 1210.51% | |
| 32 | TEAMAtlassian Corp Plc | 1,569,005 | $263.3B | 1184.84% | |
| 33 | ORLYO Reilly Automotive Inc | 263,853 | $252.1B | 1134.27% | |
| 34 | BSXBoston Scientific Co | 4,399,440 | $238.0B | 1070.86% | |
| 35 | HLTHilton Worldwide Holding | 1,599,596 | $232.8B | 1047.70% | |
| 36 | MSCIMsci Inc | 493,291 | $231.5B | 1041.74% | |
| 37 | DLTRDollar Tree Inc | 1,610,145 | $231.1B | 1039.76% | |
| 38 | LLYLilly Eli & Co | 485,368 | $227.6B | 1024.33% | |
| 39 | MPWRMonolithic Power Systems Inc | 417,843 | $225.7B | 1015.80% | |
| 40 | BABoeing Co | 1,050,260 | $221.8B | 997.98% | |
| 41 | AVGOBroadcom Limited | 248,004 | $215.1B | 968.07% | |
| 42 | NFLXNetflix Inc | 415,552 | $183.0B | 823.71% | |
| 43 | TSLATesla Inc | 425,276 | $111.3B | 500.96% | |
| 44 | ACVAAcv Auctions Inc Cl A | 2,365,461 | $40.9B | 183.83% | |
| 45 | COMPCompass Inc Cl A | 7,122,320 | $24.9B | 112.18% | |
| 46 | RSKDRiskified Ltd Cl A | 3,442,221 | $16.7B | 75.28% | |
| 47 | —Rover Group Inc Cl A | 2,849,209 | $14.0B | 62.95% | |
| 48 | CATCaterpillar Inc | 47,260 | $11.6B | 52.33% | |
| 49 | DWDMorgan Stanley | 113,028 | $9.7B | 43.43% | |
| 50 | IWFISHARES TR RSSLL 1000 GRWT | 23,499 | $6.5B | 29.10% | |
| 51 | ACTCUSDProterra Inc | 4,360,839 | $5.2B | 23.55% | |
| 52 | DEDeere & Co | 1,195 | $483.0M | 2.17% | |
| 53 | VUGVANGUARD INDEX TR GROWTH VIPER | 1,580 | $447.0M | 2.01% | |
| 54 | INTUINTUIT INC COM | 736 | $337.0M | 1.52% | |
| 55 | ZTSZOETIS INC CL A | 1,454 | $250.0M | 1.13% | |
| 56 | IQVIQVIA HOLDINGS INC | 973 | $218.0M | 0.98% |