Winslow Capital Management, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$28.1T
Holdings
68
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 6,959,207 | $2.9T | 10.42% | |
| 2 | NVDANvidia Corp | 18,339,448 | $2.5T | 8.75% | |
| 3 | AMZNAmazon Com Inc | 10,527,705 | $2.3T | 8.21% | |
| 4 | AAPLApple Inc | 7,312,261 | $1.8T | 6.51% | |
| 5 | METAMeta Platforms Inc | 2,414,672 | $1.4T | 5.02% | |
| 6 | AVGOBroadcom Limited | 4,358,434 | $1.0T | 3.59% | |
| 7 | GOOGLAlphabet Inc Cl A | 4,479,860 | $848.0B | 3.01% | |
| 8 | TSLATesla Inc | 1,974,735 | $797.5B | 2.83% | |
| 9 | GOOGAlphabet Inc Cl C | 3,888,268 | $740.5B | 2.63% | |
| 10 | MAMastercard Inc | 1,371,753 | $722.3B | 2.57% | |
| 11 | AJGGallagher Arthur J & Co | 2,534,749 | $719.5B | 2.56% | |
| 12 | SPOTSpotify Technology Sa | 1,489,379 | $666.3B | 2.37% | |
| 13 | LLYLilly Eli & Co | 776,340 | $599.3B | 2.13% | |
| 14 | ISRGIntuitive Surgical Inc | 1,080,601 | $564.0B | 2.00% | |
| 15 | NOWServicenow Inc | 522,953 | $554.4B | 1.97% | |
| 16 | ORCLOracle Corp | 3,066,200 | $511.0B | 1.82% | |
| 17 | CMGChipotle Mexican Grill | 7,866,961 | $474.4B | 1.69% | |
| 18 | ORLYO Reilly Automotive Inc | 387,264 | $459.2B | 1.63% | |
| 19 | KKRKkr & Co Inc | 3,073,500 | $454.6B | 1.62% | |
| 20 | GEGE Aerospace | 2,693,001 | $449.2B | 1.60% | |
| 21 | BKNGBooking Holdings Inc | 88,754 | $441.0B | 1.57% | |
| 22 | TTTrane Technologies Plc | 1,183,229 | $437.0B | 1.55% | |
| 23 | WDAYWorkday Inc | 1,547,259 | $399.2B | 1.42% | |
| 24 | ADPAutomatic Data Process | 1,355,222 | $396.7B | 1.41% | |
| 25 | ETNEaton Corp Plc | 1,174,810 | $389.9B | 1.39% | |
| 26 | NFLXNetflix Inc | 413,251 | $368.3B | 1.31% | |
| 27 | SYKStryker Corp | 1,010,821 | $363.9B | 1.29% | |
| 28 | FISVFiserv Inc | 1,767,261 | $363.0B | 1.29% | |
| 29 | TXNTexas Instruments Inc | 1,874,366 | $351.5B | 1.25% | |
| 30 | LRCXLam Research Corp | 4,777,663 | $345.1B | 1.23% | |
| 31 | ECLEcolab Inc | 1,427,083 | $334.4B | 1.19% | |
| 32 | FICOFair Isaac Corp | 159,664 | $317.9B | 1.13% | |
| 33 | SNPSSynopsys Inc | 644,812 | $313.0B | 1.11% | |
| 34 | HLTHilton Worldwide Holding | 1,204,989 | $297.8B | 1.06% | |
| 35 | VMCVulcan Materials Co | 1,140,897 | $293.5B | 1.04% | |
| 36 | BSXBoston Scientific Co | 3,134,072 | $279.9B | 0.99% | |
| 37 | INTUIntuit | 437,733 | $275.1B | 0.98% | |
| 38 | HWMHowmet Aerospace Inc | 2,430,689 | $265.8B | 0.94% | |
| 39 | SHOPShopify Inc Cl A | 2,493,144 | $265.1B | 0.94% | |
| 40 | APHAmphenol Corp | 3,719,585 | $258.3B | 0.92% | |
| 41 | ALNYAlnylam Pharmaceuticals Inc | 1,020,567 | $240.1B | 0.85% | |
| 42 | CITCintas Corp | 1,073,110 | $196.1B | 0.70% | |
| 43 | SNOWSnowflake Inc Cl A | 1,118,339 | $172.7B | 0.61% | |
| 44 | ADBEAdobe Inc | 245,079 | $109.0B | 0.39% | |
| 45 | COMPCompass Inc Cl A | 6,934,620 | $40.6B | 0.14% | |
| 46 | ODDOddity Tech Ltd Cl A | 560,558 | $23.6B | 0.08% | |
| 47 | ANETArista Networks Inc | 186,105 | $20.6B | 0.07% | |
| 48 | NDAQNasdaq Inc | 251,630 | $19.5B | 0.07% | |
| 49 | IWFISHARES TR RSSLL 1000 GRWT | 41,850 | $16.8B | 0.06% | |
| 50 | EBEventbrite Inc Cl A | 2,369,578 | $8.0B | 0.03% | |
| 51 | VUGVANGUARD INDEX TR GROWTH VIPER | 17,038 | $7.0B | 0.02% | |
| 52 | RSKDRiskified Ltd Cl A | 1,000,000 | $4.7B | 0.02% | |
| 53 | ROLRollins Inc | 78,006 | $3.6B | 0.01% | |
| 54 | IVWISHARES TR S&P500/BARRA GW | 13,609 | $1.4B | 0.00% | |
| 55 | PHPARKER HANNIFIN CORP COM | 1,439 | $915.2M | 0.00% | |
| 56 | VVISA INC COM CL A | 2,393 | $756.3M | 0.00% | |
| 57 | UBERUBER TECHNOLOGIES INC COM | 11,903 | $718.0M | 0.00% | |
| 58 | COSTCOSTCO WHOLESALE CORP COM | 738 | $676.2M | 0.00% | |
| 59 | ASMLASML HOLDING N V N Y REGISTRY | 941 | $652.2M | 0.00% | |
| 60 | CRMSALESFORCE COM INC COM | 1,545 | $516.5M | 0.00% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 1,009 | $510.4M | 0.00% | |
| 62 | LINLINDE PLC SHS | 1,017 | $425.8M | 0.00% | |
| 63 | MSCIMSCI INC CL A | 598 | $358.8M | 0.00% | |
| 64 | MCOMOODYS CORP COM | 644 | $304.9M | 0.00% | |
| 65 | MLB1MERCADOLIBRE INC COM | 171 | $290.8M | 0.00% | |
| 66 | SBUXSTARBUCKS CORP COM | 2,631 | $240.1M | 0.00% | |
| 67 | ADIAnalog Devices Inc | 1,086 | $230.7M | 0.00% | |
| 68 | IDXXIDEXX LABS INC COM | 512 | $211.7M | 0.00% |