Winslow Capital Management as of March 31, 2023
Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 55 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.8 | $1.5B | 5.3M | 288.30 | |
| Apple (AAPL) | 6.7 | $1.3B | 7.9M | 164.90 | |
| NVIDIA Corporation (NVDA) | 4.9 | $967M | 3.5M | 277.77 | |
| UnitedHealth (UNH) | 4.3 | $849M | 1.8M | 472.59 | |
| Servicenow (NOW) | 3.5 | $692M | 1.5M | 464.72 | |
| Chipotle Mexican Grill (CMG) | 3.3 | $647M | 379k | 1708.29 | |
| Intuit (INTU) | 3.3 | $645M | 1.4M | 445.83 | |
| Analog Devices (ADI) | 3.2 | $630M | 3.2M | 197.22 | |
| Intuitive Surgical (ISRG) | 3.1 | $610M | 2.4M | 255.47 | |
| MasterCard Incorporated (MA) | 3.1 | $610M | 1.7M | 363.41 | |
| Visa (V) | 2.9 | $569M | 2.5M | 225.46 | |
| Asml Holding (ASML) | 2.9 | $566M | 832k | 680.71 | |
| Costco Wholesale Corporation (COST) | 2.9 | $560M | 1.1M | 496.87 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $469M | 4.5M | 103.73 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $465M | 4.5M | 104.00 | |
| Veeva Sys Inc cl a (VEEV) | 2.4 | $464M | 2.5M | 183.79 | |
| Palo Alto Networks (PANW) | 2.3 | $456M | 2.3M | 199.74 | |
| Lam Research Corporation (LRCX) | 2.3 | $448M | 845k | 530.12 | |
| Linde (LIN) | 2.2 | $434M | 1.2M | 355.44 | |
| Hilton Worldwide Holdings (HLT) | 2.2 | $432M | 3.1M | 140.87 | |
| McDonald's Corporation (MCD) | 1.9 | $376M | 1.3M | 279.61 | |
| Lululemon Athletica (LULU) | 1.9 | $368M | 1.0M | 364.19 | |
| Workday Inc cl a (WDAY) | 1.9 | $363M | 1.8M | 206.54 | |
| Agilent Technologies Inc C ommon (A) | 1.6 | $314M | 2.3M | 138.34 | |
| Uber Technologies (UBER) | 1.6 | $310M | 9.8M | 31.70 | |
| Dollar Tree (DLTR) | 1.6 | $309M | 2.2M | 143.55 | |
| Deere & Company (DE) | 1.6 | $306M | 742k | 412.88 | |
| O'reilly Automotive (ORLY) | 1.5 | $300M | 353k | 848.98 | |
| Amazon (AMZN) | 1.5 | $293M | 2.8M | 103.29 | |
| Danaher Corporation (DHR) | 1.5 | $292M | 1.2M | 252.04 | |
| Msci (MSCI) | 1.4 | $281M | 503k | 559.69 | |
| Synopsys (SNPS) | 1.3 | $249M | 645k | 386.25 | |
| Parker-Hannifin Corporation (PH) | 1.2 | $243M | 722k | 336.11 | |
| IDEXX Laboratories (IDXX) | 1.2 | $238M | 477k | 500.08 | |
| Moody's Corporation (MCO) | 1.2 | $235M | 769k | 306.02 | |
| Starbucks Corporation (SBUX) | 1.2 | $235M | 2.3M | 104.13 | |
| Gartner (IT) | 1.2 | $228M | 701k | 325.77 | |
| Atlassian Corporation Cl A (TEAM) | 1.1 | $211M | 1.2M | 171.17 | |
| Tesla Motors (TSLA) | 1.1 | $206M | 993k | 207.46 | |
| Iqvia Holdings (IQV) | 1.0 | $204M | 1.0M | 198.89 | |
| AstraZeneca (AZN) | 1.0 | $200M | 2.9M | 69.41 | |
| Facebook Inc cl a (META) | 1.0 | $196M | 927k | 211.94 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $154M | 488k | 315.07 | |
| Acva (ACVA) | 0.2 | $31M | 2.4M | 12.91 | |
| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.1 | $24M | 97k | 244.33 | |
| Compass (COMP) | 0.1 | $23M | 7.1M | 3.23 | |
| Riskified (RSKD) | 0.1 | $19M | 3.4M | 5.64 | |
| Rover Group | 0.1 | $13M | 2.8M | 4.53 | |
| Morgan Stanley (MS) | 0.1 | $10M | 114k | 87.80 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $8.7M | 53k | 166.44 | |
| Proterra | 0.0 | $6.6M | 4.4M | 1.52 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $5.1M | 13k | 385.37 | |
| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $717k | 2.9k | 249.44 | |
| Schlumberger (SLB) | 0.0 | $487k | 9.9k | 49.10 | |
| Union Pacific Corporation (UNP) | 0.0 | $317k | 1.6k | 201.26 |
