Winslow Capital Management, LLC Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$27.7B
Holdings
55
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 7,247,313 | $3.2T | 11683.72% | |
| 2 | NVDANvidia Corp | 21,367,772 | $2.6T | 9521.65% | |
| 3 | AMZNAmazon Com Inc | 10,971,411 | $2.1T | 7647.64% | |
| 4 | AAPLApple Inc | 8,129,120 | $1.7T | 6175.73% | |
| 5 | METAMeta Platforms Inc | 2,085,423 | $1.1T | 3792.79% | |
| 6 | AVGOBroadcom Limited | 635,509 | $1.0T | 3680.32% | |
| 7 | GOOGLAlphabet Inc Cl A | 5,051,470 | $920.1B | 3318.88% | |
| 8 | GOOGAlphabet Inc Cl C | 4,505,230 | $826.3B | 2980.63% | |
| 9 | ISRGIntuitive Surgical Inc | 1,669,157 | $742.5B | 2678.28% | |
| 10 | INTUIntuit | 1,011,474 | $664.7B | 2397.75% | |
| 11 | LRCXEURLam Research Corp | 604,460 | $643.7B | 2321.67% | |
| 12 | UBERUber Technologies Inc | 8,701,257 | $632.4B | 2281.08% | |
| 13 | SPOTSpotify Technology Sa | 1,802,182 | $565.5B | 2039.78% | |
| 14 | ADBEAdobe Inc | 1,013,310 | $562.9B | 2030.50% | |
| 15 | LLYLilly Eli & Co | 603,157 | $546.1B | 1969.73% | |
| 16 | KKRKkr & Co Inc | 5,080,879 | $534.7B | 1928.70% | |
| 17 | BKNGBooking Holdings Inc | 123,303 | $488.5B | 1761.88% | |
| 18 | EWEdwards Lifesciences | 5,270,590 | $486.8B | 1756.04% | |
| 19 | ASMLASML Holding NV NY Registry | 470,122 | $480.8B | 1734.27% | |
| 20 | TTTrane Technologies Plc | 1,423,488 | $468.2B | 1688.89% | |
| 21 | NOWServicenow Inc | 557,389 | $438.5B | 1581.59% | |
| 22 | ORLYO Reilly Automotive Inc | 405,113 | $427.8B | 1543.15% | |
| 23 | VVisa Inc | 1,581,152 | $415.0B | 1496.91% | |
| 24 | NFLXNetflix Inc | 589,748 | $398.0B | 1435.61% | |
| 25 | FICOFair Isaac Corp | 265,015 | $394.5B | 1423.01% | |
| 26 | CMGChipotle Mexican Grill | 5,828,846 | $365.2B | 1317.19% | |
| 27 | MAMastercard Inc | 827,323 | $365.0B | 1316.48% | |
| 28 | SNPSSynopsys Inc | 603,041 | $358.8B | 1294.35% | |
| 29 | WDAYWorkday Inc | 1,597,636 | $357.2B | 1288.30% | |
| 30 | BSXBoston Scientific Co | 4,634,186 | $356.9B | 1287.26% | |
| 31 | IDXXIdexx Labs Inc | 707,621 | $344.8B | 1243.52% | |
| 32 | GEGE Aerospace | 2,101,600 | $334.1B | 1205.06% | |
| 33 | COSTCostco Wholesale Corp | 380,105 | $323.1B | 1165.36% | |
| 34 | PHParker Hannifin Corp | 594,748 | $300.8B | 1085.08% | |
| 35 | ABTAbbott Laboratories | 2,894,590 | $300.8B | 1084.89% | |
| 36 | HLTHilton Worldwide Holding | 1,284,078 | $280.2B | 1010.62% | |
| 37 | WCNWaste Connections Inc | 1,566,461 | $274.7B | 990.82% | |
| 38 | AMEAmetek Inc | 1,629,980 | $271.7B | 980.14% | |
| 39 | UNHUnitedhealth Group Inc | 505,231 | $257.3B | 928.05% | |
| 40 | ETNEaton Corp Plc | 804,720 | $252.3B | 910.11% | |
| 41 | AMDAdvanced Micro Devices | 1,504,547 | $244.1B | 880.29% | |
| 42 | ECLEcolab Inc | 910,877 | $216.8B | 781.95% | |
| 43 | COMPCompass Inc Cl A | 7,122,320 | $25.6B | 92.48% | |
| 44 | CRMSalesforce Inc | 86,536 | $22.2B | 80.24% | |
| 45 | ODDOddity Tech Ltd Cl A | 560,558 | $22.0B | 79.38% | |
| 46 | RSKDRiskified Ltd Cl A | 2,581,675 | $16.5B | 59.50% | |
| 47 | IWFISHARES TR RSSLL 1000 GRWT | 19,969 | $7.3B | 26.25% | |
| 48 | TXNTexas Instruments Inc | 12,651 | $2.5B | 8.87% | |
| 49 | SCHGSCHWAB STRATEGIC TR US LCAP GR | 8,798 | $887.0M | 3.20% | |
| 50 | LINLINDE PLC SHS | 1,646 | $722.0M | 2.60% | |
| 51 | VUGVANGUARD INDEX TR GROWTH VIPER | 1,816 | $679.0M | 2.45% | |
| 52 | ADIAnalog Devices Inc | 2,007 | $457.0M | 1.65% | |
| 53 | MSCIMSCI INC CL A | 821 | $395.0M | 1.42% | |
| 54 | MCOMOODYS CORP COM | 761 | $320.0M | 1.15% | |
| 55 | VRTXVERTEX PHARMACEUTICALS INC COM | 522 | $244.0M | 0.88% |