Winslow Capital Management, LLC Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$17974.0T
Holdings
52
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 5,012,337 | $1202.1T | 6.69% | |
| 2 | AAPLApple Inc | 7,387,579 | $959.9T | 5.34% | |
| 3 | VVisa Inc | 3,792,151 | $787.9T | 4.38% | |
| 4 | MAMastercard Inc | 2,181,984 | $758.7T | 4.22% | |
| 5 | UNHUnitedhealth Group Inc | 1,306,832 | $692.9T | 3.85% | |
| 6 | CMGChipotle Mexican Grill | 387,249 | $537.3T | 2.99% | |
| 7 | UNPUnion Pacific Corp | 2,574,928 | $533.2T | 2.97% | |
| 8 | ADIAnalog Devices Inc | 3,051,744 | $500.6T | 2.79% | |
| 9 | NOWServicenow Inc | 1,272,706 | $494.2T | 2.75% | |
| 10 | DEDeere & Co | 1,139,988 | $488.8T | 2.72% | |
| 11 | ISRGIntuitive Surgical Inc | 1,809,661 | $480.2T | 2.67% | |
| 12 | COSTCostco Wholesale Corp | 1,038,807 | $474.2T | 2.64% | |
| 13 | ASMLASML Holding NV NY Registry | 851,461 | $465.2T | 2.59% | |
| 14 | LINLinde PLC | 1,312,470 | $428.1T | 2.38% | |
| 15 | LULULululemon Athletica Inc | 1,319,850 | $422.9T | 2.35% | |
| 16 | SLBSchlumberger Ltd | 7,814,774 | $417.8T | 2.32% | |
| 17 | INTUIntuit | 1,071,642 | $417.1T | 2.32% | |
| 18 | ITGartner Inc | 1,176,956 | $395.6T | 2.20% | |
| 19 | DHRDanaher Corp | 1,473,177 | $391.0T | 2.18% | |
| 20 | DLTRDollar Tree Inc | 2,736,616 | $387.1T | 2.15% | |
| 21 | VEEVVeeva Systems Inc Cl A | 2,344,419 | $378.3T | 2.10% | |
| 22 | HLTHilton Worldwide Holding | 2,981,228 | $376.7T | 2.10% | |
| 23 | AG8Agilent Technologies Inc | 2,454,013 | $367.2T | 2.04% | |
| 24 | IDXXIdexx Labs Inc | 873,084 | $356.2T | 1.98% | |
| 25 | NVDANvidia Corp | 2,395,312 | $350.1T | 1.95% | |
| 26 | ACNAccenture Plc Ireland | 1,310,674 | $349.7T | 1.95% | |
| 27 | SBUXStarbucks Corp | 3,443,054 | $341.6T | 1.90% | |
| 28 | ZTSZoetis Inc | 2,251,023 | $329.9T | 1.84% | |
| 29 | PANWPalo Alto Networks Inc | 2,351,156 | $328.1T | 1.83% | |
| 30 | CSXCSX Corp | 10,481,724 | $324.7T | 1.81% | |
| 31 | GOOGLAlphabet Inc Cl A | 3,589,406 | $316.7T | 1.76% | |
| 32 | LRCXEURLam Research Corp | 751,677 | $315.9T | 1.76% | |
| 33 | GOOGAlphabet Inc Cl C | 3,199,217 | $283.9T | 1.58% | |
| 34 | AZNAstraZeneca PLC Sp ADR | 4,180,951 | $283.5T | 1.58% | |
| 35 | MCOMoodys Corp | 942,433 | $262.6T | 1.46% | |
| 36 | TECHBio Techne Corp | 3,147,924 | $260.9T | 1.45% | |
| 37 | IQVIqvia Holdings Inc | 1,219,267 | $249.8T | 1.39% | |
| 38 | MSCIMsci Inc | 514,139 | $239.2T | 1.33% | |
| 39 | ELEstee Lauder Companies | 938,452 | $232.8T | 1.30% | |
| 40 | APDAir Prods & Chems Inc | 580,562 | $179.0T | 1.00% | |
| 41 | AMZNAmazon Com Inc | 1,982,653 | $166.5T | 0.93% | |
| 42 | ADBEAdobe Inc | 453,821 | $152.7T | 0.85% | |
| 43 | CSGPCostar Group Inc | 1,892,293 | $146.2T | 0.81% | |
| 44 | IWFISHARES TR RSSLL 1000 GRWT | 198,244 | $42.5T | 0.24% | |
| 45 | ACTCUSDProterra Inc | 5,507,717 | $20.8T | 0.12% | |
| 46 | ACVAAcv Auctions Inc Cl A | 2,365,461 | $19.4T | 0.11% | |
| 47 | COMPCompass Inc Cl A | 7,122,320 | $16.6T | 0.09% | |
| 48 | RSKDRiskified Ltd Cl A | 3,442,221 | $15.9T | 0.09% | |
| 49 | —Rover Group Inc Cl A | 2,849,209 | $10.5T | 0.06% | |
| 50 | DWDMorgan Stanley | 112,706 | $9.6T | 0.05% | |
| 51 | APTVAptiv Plc | 72,850 | $6.8T | 0.04% | |
| 52 | VUGVANGUARD INDEX TR GROWTH VIPER | 24,417 | $5.2T | 0.03% |