Winslow Capital Management, LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$21016.3T
Holdings
54
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 7,590,940 | $2396.8T | 11.40% | |
| 2 | AAPLApple Inc | 7,685,505 | $1315.8T | 6.26% | |
| 3 | AMZNAmazon Com Inc | 10,083,373 | $1281.8T | 6.10% | |
| 4 | NVDANvidia Corp | 2,421,104 | $1053.2T | 5.01% | |
| 5 | METAMeta Platforms Inc | 3,294,189 | $988.9T | 4.71% | |
| 6 | NOWServicenow Inc | 1,396,641 | $780.7T | 3.71% | |
| 7 | GOOGLAlphabet Inc Cl A | 5,214,425 | $682.4T | 3.25% | |
| 8 | GOOGAlphabet Inc Cl C | 4,644,404 | $612.4T | 2.91% | |
| 9 | MAMastercard Inc | 1,420,873 | $562.5T | 2.68% | |
| 10 | ISRGIntuitive Surgical Inc | 1,877,904 | $548.9T | 2.61% | |
| 11 | LRCXEURLam Research Corp | 835,262 | $523.5T | 2.49% | |
| 12 | AVGOBroadcom Limited | 615,552 | $511.3T | 2.43% | |
| 13 | WDAYWorkday Inc | 2,310,619 | $496.4T | 2.36% | |
| 14 | CRMSalesforce Inc | 2,373,031 | $481.2T | 2.29% | |
| 15 | ASMLASML Holding NV NY Registry | 786,720 | $463.1T | 2.20% | |
| 16 | CMGChipotle Mexican Grill | 229,162 | $419.8T | 2.00% | |
| 17 | UBERUber Technologies Inc | 9,062,836 | $416.8T | 1.98% | |
| 18 | LINLinde PLC | 1,084,341 | $403.8T | 1.92% | |
| 19 | VRTXVertex Pharmaceuticals | 1,119,592 | $389.3T | 1.85% | |
| 20 | VVisa Inc | 1,623,779 | $373.5T | 1.78% | |
| 21 | SNPSSynopsys Inc | 798,327 | $366.4T | 1.74% | |
| 22 | LLYLilly Eli & Co | 646,877 | $347.5T | 1.65% | |
| 23 | MCDMcDonald's Corp | 1,306,329 | $344.1T | 1.64% | |
| 24 | LULULululemon Athletica Inc | 885,549 | $341.5T | 1.62% | |
| 25 | COSTCostco Wholesale Corp | 588,480 | $332.5T | 1.58% | |
| 26 | PHParker Hannifin Corp | 833,180 | $324.5T | 1.54% | |
| 27 | BSXBoston Scientific Co | 6,129,573 | $323.6T | 1.54% | |
| 28 | TEAMAtlassian Corp Plc | 1,547,015 | $311.7T | 1.48% | |
| 29 | CATCaterpillar Inc | 1,117,830 | $305.2T | 1.45% | |
| 30 | IDXXIdexx Labs Inc | 689,873 | $301.7T | 1.44% | |
| 31 | AMDAdvanced Micro Devices | 2,908,699 | $299.1T | 1.42% | |
| 32 | UNHUnitedhealth Group Inc | 576,685 | $290.8T | 1.38% | |
| 33 | ITGartner Inc | 821,425 | $282.2T | 1.34% | |
| 34 | ORLYO Reilly Automotive Inc | 302,615 | $275.0T | 1.31% | |
| 35 | MSCIMsci Inc | 482,899 | $247.8T | 1.18% | |
| 36 | MCOMoodys Corp | 759,297 | $240.1T | 1.14% | |
| 37 | HLTHilton Worldwide Holding | 1,566,287 | $235.2T | 1.12% | |
| 38 | SNOWSnowflake Inc Cl A | 1,481,324 | $226.3T | 1.08% | |
| 39 | ADIAnalog Devices Inc | 1,112,220 | $194.7T | 0.93% | |
| 40 | MPWRMonolithic Power Systems Inc | 407,724 | $188.4T | 0.90% | |
| 41 | DC4Dexcom Inc | 1,855,517 | $173.1T | 0.82% | |
| 42 | NFLXNetflix Inc | 422,547 | $159.6T | 0.76% | |
| 43 | TSLATesla Inc | 415,083 | $103.9T | 0.49% | |
| 44 | COMPCompass Inc Cl A | 7,122,320 | $20.7T | 0.10% | |
| 45 | —Rover Group Inc Cl A | 2,849,209 | $17.8T | 0.08% | |
| 46 | RSKDRiskified Ltd Cl A | 3,442,221 | $15.4T | 0.07% | |
| 47 | ODDOddity Tech Ltd Cl A | 520,558 | $14.8T | 0.07% | |
| 48 | DWDMorgan Stanley | 140,744 | $11.5T | 0.05% | |
| 49 | IWFISHARES TR RSSLL 1000 GRWT | 35,734 | $9.5T | 0.05% | |
| 50 | BABOEING CO COM | 43,809 | $8.4T | 0.04% | |
| 51 | VUGVANGUARD INDEX TR GROWTH VIPER | 1,985 | $540.5B | 0.00% | |
| 52 | INTUINTUIT INC COM | 691 | $353.1B | 0.00% | |
| 53 | ZTSZOETIS INC CL A | 1,397 | $243.1B | 0.00% | |
| 54 | SLBSCHLUMBERGER LTD | 3,530 | $205.8B | 0.00% |