Winslow Capital Management as of Sept. 30, 2023
Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 54 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.4 | $2.4B | 7.6M | 315.75 | |
| Apple (AAPL) | 6.3 | $1.3B | 7.7M | 171.21 | |
| Amazon (AMZN) | 6.1 | $1.3B | 10M | 127.12 | |
| NVIDIA Corporation (NVDA) | 5.0 | $1.1B | 2.4M | 434.99 | |
| Facebook Inc cl a (META) | 4.7 | $989M | 3.3M | 300.21 | |
| Servicenow (NOW) | 3.7 | $781M | 1.4M | 558.96 | |
| Alphabet Inc Class A cs (GOOGL) | 3.2 | $682M | 5.2M | 130.86 | |
| Alphabet Inc Class C cs (GOOG) | 2.9 | $612M | 4.6M | 131.85 | |
| MasterCard Incorporated (MA) | 2.7 | $563M | 1.4M | 395.91 | |
| Intuitive Surgical (ISRG) | 2.6 | $549M | 1.9M | 292.29 | |
| Lam Research Corporation (LRCX) | 2.5 | $524M | 835k | 626.77 | |
| Broadcom (AVGO) | 2.4 | $511M | 616k | 830.58 | |
| Workday Inc cl a (WDAY) | 2.4 | $496M | 2.3M | 214.85 | |
| salesforce (CRM) | 2.3 | $481M | 2.4M | 202.78 | |
| Asml Holding (ASML) | 2.2 | $463M | 787k | 588.66 | |
| Chipotle Mexican Grill (CMG) | 2.0 | $420M | 229k | 1831.83 | |
| Uber Technologies (UBER) | 2.0 | $417M | 9.1M | 45.99 | |
| Linde (LIN) | 1.9 | $404M | 1.1M | 372.35 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $389M | 1.1M | 347.74 | |
| Visa (V) | 1.8 | $374M | 1.6M | 230.01 | |
| Synopsys (SNPS) | 1.7 | $366M | 798k | 458.97 | |
| Eli Lilly & Co. (LLY) | 1.7 | $348M | 647k | 537.13 | |
| McDonald's Corporation (MCD) | 1.6 | $344M | 1.3M | 263.44 | |
| Lululemon Athletica (LULU) | 1.6 | $342M | 886k | 385.61 | |
| Costco Wholesale Corporation (COST) | 1.6 | $333M | 589k | 564.96 | |
| Parker-Hannifin Corporation (PH) | 1.5 | $325M | 833k | 389.52 | |
| Boston Scientific Corporation (BSX) | 1.5 | $324M | 6.1M | 52.80 | |
| Atlassian Corporation Cl A (TEAM) | 1.5 | $312M | 1.5M | 201.51 | |
| Caterpillar (CAT) | 1.5 | $305M | 1.1M | 273.00 | |
| IDEXX Laboratories (IDXX) | 1.4 | $302M | 690k | 437.27 | |
| Advanced Micro Devices (AMD) | 1.4 | $299M | 2.9M | 102.82 | |
| UnitedHealth (UNH) | 1.4 | $291M | 577k | 504.19 | |
| Gartner (IT) | 1.3 | $282M | 821k | 343.61 | |
| O'reilly Automotive (ORLY) | 1.3 | $275M | 303k | 908.86 | |
| Msci (MSCI) | 1.2 | $248M | 483k | 513.08 | |
| Moody's Corporation (MCO) | 1.1 | $240M | 759k | 316.17 | |
| Hilton Worldwide Holdings (HLT) | 1.1 | $235M | 1.6M | 150.18 | |
| Snowflake Inc Cl A (SNOW) | 1.1 | $226M | 1.5M | 152.77 | |
| Analog Devices (ADI) | 0.9 | $195M | 1.1M | 175.09 | |
| Monolithic Power Systems (MPWR) | 0.9 | $188M | 408k | 462.00 | |
| Dex (DXCM) | 0.8 | $173M | 1.9M | 93.30 | |
| Netflix (NFLX) | 0.8 | $160M | 423k | 377.60 | |
| Tesla Motors (TSLA) | 0.5 | $104M | 415k | 250.22 | |
| Compass (COMP) | 0.1 | $21M | 7.1M | 2.90 | |
| Rover Group | 0.1 | $18M | 2.8M | 6.26 | |
| Riskified (RSKD) | 0.1 | $15M | 3.4M | 4.48 | |
| Oddity Tech Cl A Ord (ODD) | 0.1 | $15M | 521k | 28.35 | |
| Morgan Stanley (MS) | 0.1 | $12M | 141k | 81.67 | |
| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.0 | $9.5M | 36k | 265.99 | |
| Boeing Company (BA) | 0.0 | $8.4M | 44k | 191.68 | |
| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $541k | 2.0k | 272.31 | |
| Intuit (INTU) | 0.0 | $353k | 691.00 | 510.94 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $243k | 1.4k | 173.98 | |
| Schlumberger (SLB) | 0.0 | $206k | 3.5k | 58.30 |
