Winslow Capital Management as of June 30, 2023
Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 56 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.9 | $2.6B | 7.7M | 340.54 | |
| Apple (AAPL) | 7.9 | $1.8B | 9.1M | 193.97 | |
| NVIDIA Corporation (NVDA) | 6.6 | $1.5B | 3.4M | 423.02 | |
| Amazon (AMZN) | 5.3 | $1.2B | 9.1M | 130.36 | |
| Facebook Inc cl a (META) | 4.3 | $966M | 3.4M | 286.98 | |
| Intuitive Surgical (ISRG) | 3.7 | $822M | 2.4M | 341.94 | |
| Servicenow (NOW) | 3.6 | $801M | 1.4M | 561.97 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $611M | 5.1M | 119.70 | |
| Lam Research Corporation (LRCX) | 2.7 | $603M | 938k | 642.86 | |
| Asml Holding (ASML) | 2.7 | $603M | 832k | 724.75 | |
| Chipotle Mexican Grill (CMG) | 2.6 | $588M | 275k | 2139.00 | |
| MasterCard Incorporated (MA) | 2.6 | $570M | 1.5M | 393.30 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $549M | 4.5M | 120.97 | |
| salesforce (CRM) | 2.2 | $496M | 2.3M | 211.26 | |
| Linde (LIN) | 2.1 | $466M | 1.2M | 381.08 | |
| Parker-Hannifin Corporation (PH) | 2.0 | $446M | 1.1M | 390.04 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.8 | $401M | 1.1M | 351.91 | |
| Visa (V) | 1.8 | $394M | 1.7M | 237.48 | |
| UnitedHealth (UNH) | 1.7 | $374M | 778k | 480.64 | |
| Costco Wholesale Corporation (COST) | 1.7 | $371M | 690k | 538.38 | |
| Analog Devices (ADI) | 1.6 | $358M | 1.8M | 194.81 | |
| Synopsys (SNPS) | 1.6 | $353M | 810k | 435.41 | |
| Advanced Micro Devices (AMD) | 1.5 | $341M | 3.0M | 113.91 | |
| Nike (NKE) | 1.4 | $314M | 2.8M | 110.37 | |
| Workday Inc cl a (WDAY) | 1.3 | $296M | 1.3M | 225.89 | |
| Uber Technologies (UBER) | 1.3 | $293M | 6.8M | 43.17 | |
| Gartner (IT) | 1.3 | $292M | 834k | 350.31 | |
| Lululemon Athletica (LULU) | 1.3 | $282M | 746k | 378.50 | |
| McDonald's Corporation (MCD) | 1.3 | $279M | 936k | 298.41 | |
| IDEXX Laboratories (IDXX) | 1.2 | $277M | 552k | 502.23 | |
| Moody's Corporation (MCO) | 1.2 | $269M | 774k | 347.72 | |
| Atlassian Corporation Cl A (TEAM) | 1.2 | $263M | 1.6M | 167.81 | |
| O'reilly Automotive (ORLY) | 1.1 | $252M | 264k | 955.30 | |
| Boston Scientific Corporation (BSX) | 1.1 | $238M | 4.4M | 54.09 | |
| Hilton Worldwide Holdings (HLT) | 1.0 | $233M | 1.6M | 145.55 | |
| Msci (MSCI) | 1.0 | $232M | 493k | 469.29 | |
| Dollar Tree (DLTR) | 1.0 | $231M | 1.6M | 143.50 | |
| Eli Lilly & Co. (LLY) | 1.0 | $228M | 485k | 468.98 | |
| Monolithic Power Systems (MPWR) | 1.0 | $226M | 418k | 540.23 | |
| Boeing Company (BA) | 1.0 | $222M | 1.1M | 211.16 | |
| Broadcom (AVGO) | 1.0 | $215M | 248k | 867.43 | |
| Netflix (NFLX) | 0.8 | $183M | 416k | 440.49 | |
| Tesla Motors (TSLA) | 0.5 | $111M | 425k | 261.77 | |
| Acva (ACVA) | 0.2 | $41M | 2.4M | 17.27 | |
| Compass (COMP) | 0.1 | $25M | 7.1M | 3.50 | |
| Riskified (RSKD) | 0.1 | $17M | 3.4M | 4.86 | |
| Rover Group | 0.1 | $14M | 2.8M | 4.91 | |
| Caterpillar (CAT) | 0.1 | $12M | 47k | 246.05 | |
| Morgan Stanley (MS) | 0.0 | $9.7M | 113k | 85.41 | |
| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.0 | $6.5M | 24k | 275.18 | |
| Proterra | 0.0 | $5.2M | 4.4M | 1.20 | |
| Deere & Company (DE) | 0.0 | $484k | 1.2k | 405.19 | |
| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $447k | 1.6k | 282.96 | |
| Intuit (INTU) | 0.0 | $337k | 736.00 | 458.19 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $250k | 1.5k | 172.21 | |
| Iqvia Holdings (IQV) | 0.0 | $219k | 973.00 | 224.77 |
