Winslow Capital Management, LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$18.3B
Holdings
56
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 10,068,564 | $1.4T | 7645.72% | |
| 2 | AMZNAmazon Com Inc | 683,863 | $1.2T | 6483.93% | |
| 3 | VVisa Inc | 5,035,237 | $866.1B | 4730.60% | |
| 4 | AAPLApple Inc | 3,768,604 | $844.1B | 4610.12% | |
| 5 | METAFacebook Inc | 4,523,095 | $805.5B | 4399.40% | |
| 6 | CRMSalesforce Com Inc | 4,732,612 | $702.5B | 3837.02% | |
| 7 | MAMastercard Inc | 2,309,791 | $627.3B | 3426.08% | |
| 8 | GOOGAlphabet Inc Cl C | 429,253 | $523.3B | 2857.98% | |
| 9 | NKENike Inc | 5,567,809 | $522.9B | 2856.17% | |
| 10 | ADBEAdobe Inc | 1,892,627 | $522.8B | 2855.68% | |
| 11 | GOOGLAlphabet Inc Cl A | 423,316 | $516.9B | 2823.40% | |
| 12 | LOWLowes Cos Inc | 4,093,734 | $450.1B | 2458.65% | |
| 13 | BABoeing Co | 1,146,246 | $436.1B | 2381.99% | |
| 14 | ZTSZoetis Inc | 3,302,749 | $411.5B | 2247.52% | |
| 15 | INTUIntuit | 1,502,110 | $399.5B | 2181.86% | |
| 16 | PYPLPaypal Holdings Inc | 3,712,491 | $384.6B | 2100.52% | |
| 17 | FISVFiserv Inc | 3,548,326 | $367.6B | 2007.63% | |
| 18 | RACEFerrari NV | 2,175,588 | $335.2B | 1831.02% | |
| 19 | MCOMoodys Corp | 1,524,382 | $312.2B | 1705.41% | |
| 20 | SYKStryker Corp | 1,413,403 | $305.7B | 1669.80% | |
| 21 | ABTAbbott Laboratories | 3,547,825 | $296.8B | 1621.34% | |
| 22 | AZNAstraZeneca PLC Sp ADR | 6,561,801 | $292.5B | 1597.38% | |
| 23 | ADPAutomatic Data Process | 1,788,822 | $288.8B | 1577.12% | |
| 24 | TMOThermo Fisher Scientific | 924,006 | $269.1B | 1469.98% | |
| 25 | UNHUnitedhealth Group Inc | 1,225,196 | $266.3B | 1454.28% | |
| 26 | EQIXEquinix Inc | 453,521 | $261.6B | 1428.78% | |
| 27 | GDDYGodaddy Inc Cl A | 3,956,602 | $261.1B | 1425.86% | |
| 28 | CSGPCostar Group Inc | 439,541 | $260.7B | 1424.12% | |
| 29 | NOCNorthrop Grumman Corp | 681,959 | $255.6B | 1396.01% | |
| 30 | ISRGIntuitive Surgical Inc | 466,772 | $252.0B | 1376.53% | |
| 31 | SHWSherwin Williams Co | 434,096 | $238.7B | 1303.74% | |
| 32 | VFCV F Corp | 2,657,437 | $236.5B | 1291.65% | |
| 33 | MCHPMicrochip Technology | 2,536,960 | $235.7B | 1287.41% | |
| 34 | EXASExact Sciences Corp | 2,579,894 | $233.1B | 1273.41% | |
| 35 | BABAAlibaba Group Holding Ltd Sp A | 1,323,543 | $221.3B | 1208.91% | |
| 36 | NVDANvidia Corp | 1,266,073 | $220.4B | 1203.72% | |
| 37 | FIVEFive Below Inc | 1,720,783 | $217.0B | 1185.17% | |
| 38 | WDAYWorkday Inc | 1,275,151 | $216.7B | 1183.72% | |
| 39 | TXNTexas Instruments Inc | 1,580,197 | $204.2B | 1115.45% | |
| 40 | VEEVVeeva Systems Inc Cl A | 1,328,817 | $202.9B | 1108.20% | |
| 41 | LINLinde PLC | 983,697 | $190.6B | 1040.83% | |
| 42 | MLB1MercadoLibre Inc | 332,662 | $183.4B | 1001.56% | |
| 43 | UNPUnion Pacific Corp | 1,131,352 | $183.3B | 1000.92% | |
| 44 | DISDisney Walt Co | 1,370,364 | $178.6B | 975.41% | |
| 45 | COSTCostco Wholesale Corp | 597,577 | $172.2B | 940.36% | |
| 46 | PAGSPagseguro Digital Ltd Cl A | 3,712,969 | $171.9B | 939.15% | |
| 47 | FTVFortive Corporation | 2,350,449 | $161.1B | 880.17% | |
| 48 | XLNXEURXilinx Inc | 1,675,569 | $160.7B | 877.65% | |
| 49 | PTONPeloton Interactive Inc Cl A | 1,370,722 | $34.4B | 187.92% | |
| 50 | IWFISHARES TR RSSLL 1000 GRWT | 65,311 | $10.4B | 56.95% | |
| 51 | HONHoneywell International | 18,718 | $3.2B | 17.30% | |
| 52 | CAECAE Inc | 67,800 | $1.7B | 9.41% | |
| 53 | —Seaspan Corp | 161,100 | $1.7B | 9.35% | |
| 54 | TBHCKirkland Lake Gold Ltd | 34,960 | $1.6B | 8.56% | |
| 55 | MRKMerck & Co Inc | 14,500 | $1.2B | 6.67% | |
| 56 | AG8Agilent Technologies Inc | 10,764 | $825.0M | 4.51% |