Winslow Capital Management, LLC Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$27.0B
Holdings
66
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 8,211,136 | $2.8T | 10234.86% | |
| 2 | AMZNAmazon Com Inc | 583,666 | $1.9T | 7212.74% | |
| 3 | GOOGAlphabet Inc Cl C | 347,191 | $1.0T | 3723.33% | |
| 4 | GOOGLAlphabet Inc Cl A | 344,538 | $998.1B | 3699.28% | |
| 5 | NVDANvidia Corp | 2,849,304 | $838.0B | 3105.81% | |
| 6 | AAPLApple Inc | 4,589,894 | $815.0B | 3020.63% | |
| 7 | ADBEAdobe Inc | 1,255,629 | $712.0B | 2638.86% | |
| 8 | METAMeta Platforms Inc | 1,892,635 | $636.6B | 2359.31% | |
| 9 | MAMastercard Inc | 1,744,829 | $627.0B | 2323.60% | |
| 10 | CRMSalesforce Com Inc | 2,205,596 | $560.5B | 2077.34% | |
| 11 | PYPLPaypal Holdings Inc | 2,867,462 | $540.7B | 2004.10% | |
| 12 | NKENike Inc | 3,212,321 | $535.4B | 1984.28% | |
| 13 | NFLXNetflix Inc | 877,628 | $528.7B | 1959.52% | |
| 14 | LOWLowes Cos Inc | 1,959,492 | $506.5B | 1877.14% | |
| 15 | LINLinde PLC | 1,460,260 | $505.9B | 1874.87% | |
| 16 | ZTSZoetis Inc | 2,043,235 | $498.6B | 1847.94% | |
| 17 | TSLATesla Inc | 470,232 | $496.9B | 1841.71% | |
| 18 | CMGChipotle Mexican Grill | 270,761 | $473.4B | 1754.35% | |
| 19 | WDAYWorkday Inc | 1,679,720 | $458.9B | 1700.64% | |
| 20 | AFWAlign Technology Inc | 696,185 | $457.5B | 1695.65% | |
| 21 | INTUIntuit | 707,913 | $455.3B | 1687.59% | |
| 22 | NOWServicenow Inc | 686,878 | $445.9B | 1652.43% | |
| 23 | ISRGIntuitive Surgical Inc | 1,207,004 | $433.7B | 1607.28% | |
| 24 | VVisa Inc | 1,994,506 | $432.2B | 1601.92% | |
| 25 | ASMLASML Holding NV NY Registry | 532,563 | $424.0B | 1571.40% | |
| 26 | UNHUnitedhealth Group Inc | 794,383 | $398.9B | 1478.36% | |
| 27 | ADIAnalog Devices Inc | 2,265,684 | $398.2B | 1475.95% | |
| 28 | UNPUnion Pacific Corp | 1,565,063 | $394.3B | 1461.29% | |
| 29 | AG8Agilent Technologies Inc | 2,444,660 | $390.3B | 1446.48% | |
| 30 | TELTE Connectivity Ltd Reg | 2,414,104 | $389.5B | 1443.52% | |
| 31 | BALLBall Corp | 3,988,482 | $384.0B | 1423.07% | |
| 32 | ELEstee Lauder Companies | 998,370 | $369.6B | 1369.79% | |
| 33 | LULULululemon Athletica Inc | 934,114 | $365.7B | 1355.19% | |
| 34 | APTVAptiv Plc | 2,188,056 | $360.9B | 1337.63% | |
| 35 | CSGPCostar Group Inc | 4,538,992 | $358.7B | 1329.47% | |
| 36 | PHParker Hannifin Corp | 1,087,836 | $346.1B | 1282.57% | |
| 37 | MCDMcDonald's Corp | 1,231,562 | $330.1B | 1223.57% | |
| 38 | IQVIqvia Holdings Inc | 1,169,768 | $330.0B | 1223.18% | |
| 39 | TECHBio Techne Corp | 631,043 | $326.5B | 1209.93% | |
| 40 | HLTHilton Worldwide Holding | 1,964,011 | $306.4B | 1135.45% | |
| 41 | AMDAdvanced Micro Devices | 2,124,366 | $305.7B | 1132.97% | |
| 42 | BXBlackstone Inc | 2,303,519 | $298.1B | 1104.64% | |
| 43 | TEAMAtlassian Corp Plc | 747,848 | $285.1B | 1056.80% | |
| 44 | MCOMoodys Corp | 693,615 | $270.9B | 1004.05% | |
| 45 | VEEVVeeva Systems Inc Cl A | 1,024,144 | $261.6B | 969.72% | |
| 46 | SHOPShopify Inc Cl A | 180,660 | $248.8B | 922.24% | |
| 47 | MSCIMsci Inc | 406,029 | $248.8B | 921.99% | |
| 48 | SNAPSnap Inc Cl A | 5,279,327 | $248.3B | 920.19% | |
| 49 | XYZBlock Inc Cl A | 1,499,901 | $242.2B | 897.82% | |
| 50 | ABNBAirbnb Inc Cl A | 1,415,104 | $235.6B | 873.18% | |
| 51 | MTCHMatch Group Inc Com | 1,758,868 | $232.6B | 862.10% | |
| 52 | BMBLBumble Inc Cl A | 5,292,335 | $179.2B | 664.14% | |
| 53 | COMPCompass Inc Cl A | 7,765,138 | $70.6B | 261.60% | |
| 54 | SNOWSnowflake Inc Cl A | 167,165 | $56.6B | 209.87% | |
| 55 | FLNCFluence Energy Inc Cl A | 1,487,757 | $52.9B | 196.07% | |
| 56 | ACVAAcv Auctions Inc Cl A | 2,365,461 | $44.6B | 165.17% | |
| 57 | ACTCUSDProterra Inc | 4,360,839 | $38.5B | 142.71% | |
| 58 | —Rover Group Inc Cl A | 2,849,209 | $26.6B | 98.63% | |
| 59 | IWFISHARES TR RSSLL 1000 GRWT | 61,297 | $18.7B | 69.42% | |
| 60 | ECLEcolab Inc | 77,368 | $18.1B | 67.27% | |
| 61 | DHRDanaher Corp | 40,140 | $13.2B | 48.94% | |
| 62 | BFAMBright Horizon Family | 94,137 | $11.8B | 43.92% | |
| 63 | DWDMorgan Stanley | 111,769 | $11.0B | 40.66% | |
| 64 | PAYOPayoneer Global Inc Usd0.0001 | 1,449,000 | $10.7B | 39.47% | |
| 65 | RSKDRiskified Ltd Cl A | 1,147,407 | $8.7B | 32.40% | |
| 66 | VUGVANGUARD INDEX TR GROWTH VIPER | 1,703 | $546.0M | 2.02% |