13F HOLDINGS REPORT
Winslow Capital Management, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000900973-23-000008
Total Value
$21.02B
Positions
140
Other Managers
3
Confidential Omitted
No
Holdings (140)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 4,834,477 | $1.53B | 7.26% |
| 2 | Apple Inc | AAPL | 4,995,386 | $855.3M | 4.07% |
| 3 | Amazon Com Inc | AMZN | 5,717,890 | $726.9M | 3.46% |
| 4 | Meta Platforms Inc | META | 2,263,506 | $679.5M | 3.23% |
| 5 | Nvidia Corp | NVDA | 1,541,383 | $670.5M | 3.19% |
| 6 | Servicenow Inc | NOW | 898,195 | $502.1M | 2.39% |
| 7 | Microsoft Corp | MSFT | 1,532,977 | $484.0M | 2.30% |
| 8 | Alphabet Inc Cl A | GOOG | 3,197,303 | $418.4M | 1.99% |
| 9 | Microsoft Corp | MSFT | 1,223,486 | $386.3M | 1.84% |
| 10 | Alphabet Inc Cl C | GOOG | 2,821,754 | $372.0M | 1.77% |
| 11 | Mastercard Inc | MA | 913,038 | $361.5M | 1.72% |
| 12 | Intuitive Surgical Inc | ISRG | 1,218,882 | $356.3M | 1.70% |
| 13 | Lam Research Corp | LRCX | 545,525 | $341.9M | 1.63% |
| 14 | Workday Inc | WDAY | 1,551,185 | $333.3M | 1.59% |
| 15 | Broadcom Limited | AVGO | 399,638 | $331.9M | 1.58% |
| 16 | ASML Holding NV NY Registry | ASMLF | 535,307 | $315.1M | 1.50% |
| 17 | Salesforce Inc | CRM | 1,552,170 | $314.7M | 1.50% |
| 18 | Amazon Com Inc | AMZN | 2,404,955 | $305.7M | 1.45% |
| 19 | Uber Technologies Inc | UBER | 6,301,561 | $289.8M | 1.38% |
| 20 | Chipotle Mexican Grill | CMG | 152,178 | $278.8M | 1.33% |
| 21 | Linde PLC | LIN | 709,867 | $264.3M | 1.26% |
| 22 | Vertex Pharmaceuticals | VRTX | 742,065 | $258.0M | 1.23% |
| 23 | Apple Inc | AAPL | 1,480,487 | $253.5M | 1.21% |
| 24 | Amazon Com Inc | AMZN | 1,960,528 | $249.2M | 1.19% |
| 25 | Visa Inc | V | 1,048,729 | $241.2M | 1.15% |
| 26 | McDonald's Corp | MCD | 910,005 | $239.7M | 1.14% |
| 27 | Costco Wholesale Corp | 22160K105 | 424,251 | $239.7M | 1.14% |
| 28 | Synopsys Inc | SNPS | 515,139 | $236.4M | 1.12% |
| 29 | Lululemon Athletica Inc | LULU | 592,077 | $228.3M | 1.09% |
| 30 | Lilly Eli & Co | LLY | 416,539 | $223.7M | 1.06% |
| 31 | Nvidia Corp | NVDA | 496,812 | $216.1M | 1.03% |
| 32 | Boston Scientific Co | BSX | 4,084,200 | $215.6M | 1.03% |
| 33 | Parker Hannifin Corp | PH | 536,784 | $209.1M | 0.99% |
| 34 | Apple Inc | AAPL | 1,209,632 | $207.1M | 0.99% |
| 35 | Atlassian Corp Plc | TEAM | 1,003,833 | $202.3M | 0.96% |
| 36 | Caterpillar Inc | CAT | 720,138 | $196.6M | 0.94% |
| 37 | Advanced Micro Devices | AMD | 1,883,576 | $193.7M | 0.92% |
| 38 | Idexx Labs Inc | 45168D104 | 440,300 | $192.5M | 0.92% |
| 39 | Unitedhealth Group Inc | UNH | 373,667 | $188.4M | 0.90% |
| 40 | Gartner Inc | IT | 520,184 | $178.7M | 0.85% |
| 41 | O Reilly Automotive Inc | 67103H107 | 195,311 | $177.5M | 0.84% |
| 42 | Nvidia Corp | NVDA | 382,909 | $166.6M | 0.79% |
| 43 | Meta Platforms Inc | META | 526,813 | $158.2M | 0.75% |
| 44 | Msci Inc | MSCI | 308,034 | $158.0M | 0.75% |
| 45 | Servicenow Inc | NOW | 275,322 | $153.9M | 0.73% |
| 46 | Moodys Corp | MCO | 481,705 | $152.3M | 0.72% |
| 47 | Hilton Worldwide Holding | HLT | 1,009,791 | $151.7M | 0.72% |
| 48 | Meta Platforms Inc | META | 503,870 | $151.3M | 0.72% |
| 49 | Snowflake Inc Cl A | SNOW | 957,070 | $146.2M | 0.70% |
| 50 | Alphabet Inc Cl A | GOOG | 1,103,979 | $144.5M | 0.69% |
| 51 | Alphabet Inc Cl C | GOOG | 1,002,800 | $132.2M | 0.63% |
| 52 | Analog Devices Inc | ADI | 716,497 | $125.5M | 0.60% |
| 53 | Servicenow Inc | NOW | 223,124 | $124.7M | 0.59% |
| 54 | Dexcom Inc | DXCM | 1,316,150 | $122.8M | 0.58% |
| 55 | Monolithic Power Systems Inc | 609839105 | 263,486 | $121.7M | 0.58% |
| 56 | Alphabet Inc Cl A | GOOG | 913,143 | $119.5M | 0.57% |
| 57 | Mastercard Inc | MA | 281,073 | $111.3M | 0.53% |
| 58 | Netflix Inc | NFLX | 288,340 | $108.9M | 0.52% |
| 59 | Alphabet Inc Cl C | GOOG | 819,850 | $108.1M | 0.51% |
| 60 | Intuitive Surgical Inc | ISRG | 361,547 | $105.7M | 0.50% |
| 61 | Lam Research Corp | LRCX | 164,036 | $102.8M | 0.49% |
| 62 | Broadcom Limited | AVGO | 117,692 | $97.8M | 0.47% |
| 63 | Salesforce Inc | CRM | 463,080 | $93.9M | 0.45% |
| 64 | Workday Inc | WDAY | 424,682 | $91.2M | 0.43% |
| 65 | Mastercard Inc | MA | 226,762 | $89.8M | 0.43% |
| 66 | Intuitive Surgical Inc | ISRG | 297,475 | $86.9M | 0.41% |
| 67 | ASML Holding NV NY Registry | ASMLF | 142,860 | $84.1M | 0.40% |
| 68 | Broadcom Limited | AVGO | 98,222 | $81.6M | 0.39% |
| 69 | Lam Research Corp | LRCX | 125,701 | $78.8M | 0.37% |
| 70 | Chipotle Mexican Grill | CMG | 42,005 | $76.9M | 0.37% |
| 71 | Linde PLC | LIN | 205,302 | $76.4M | 0.36% |
| 72 | Vertex Pharmaceuticals | VRTX | 216,063 | $75.1M | 0.36% |
| 73 | Salesforce Inc | CRM | 357,781 | $72.6M | 0.35% |
| 74 | Synopsys Inc | SNPS | 157,053 | $72.1M | 0.34% |
| 75 | Visa Inc | V | 313,140 | $72.0M | 0.34% |
| 76 | Workday Inc | WDAY | 334,752 | $71.9M | 0.34% |
| 77 | Tesla Inc | TSLA | 278,037 | $69.6M | 0.33% |
| 78 | Uber Technologies Inc | UBER | 1,512,680 | $69.6M | 0.33% |
| 79 | Lilly Eli & Co | LLY | 127,708 | $68.6M | 0.33% |
| 80 | Chipotle Mexican Grill | CMG | 34,979 | $64.1M | 0.30% |
| 81 | ASML Holding NV NY Registry | ASMLF | 108,553 | $63.9M | 0.30% |
| 82 | Linde PLC | LIN | 169,172 | $63.0M | 0.30% |
| 83 | Parker Hannifin Corp | PH | 160,407 | $62.5M | 0.30% |
| 84 | Lululemon Athletica Inc | LULU | 160,082 | $61.7M | 0.29% |
| 85 | Idexx Labs Inc | 45168D104 | 140,431 | $61.4M | 0.29% |
| 86 | Advanced Micro Devices | AMD | 590,630 | $60.7M | 0.29% |
| 87 | Caterpillar Inc | CAT | 221,208 | $60.4M | 0.29% |
| 88 | Visa Inc | V | 261,910 | $60.2M | 0.29% |
| 89 | Gartner Inc | IT | 172,503 | $59.3M | 0.28% |
| 90 | Atlassian Corp Plc | TEAM | 293,367 | $59.1M | 0.28% |
| 91 | McDonald's Corp | MCD | 220,741 | $58.2M | 0.28% |
| 92 | Synopsys Inc | SNPS | 126,135 | $57.9M | 0.28% |
| 93 | Uber Technologies Inc | UBER | 1,248,595 | $57.4M | 0.27% |
| 94 | Unitedhealth Group Inc | UNH | 112,839 | $56.9M | 0.27% |
| 95 | Vertex Pharmaceuticals | VRTX | 161,464 | $56.1M | 0.27% |
| 96 | Boston Scientific Co | BSX | 1,053,260 | $55.6M | 0.26% |
| 97 | Lilly Eli & Co | LLY | 102,630 | $55.1M | 0.26% |
| 98 | O Reilly Automotive Inc | 67103H107 | 59,507 | $54.1M | 0.26% |
| 99 | Parker Hannifin Corp | PH | 135,989 | $53.0M | 0.25% |
| 100 | Boston Scientific Co | BSX | 992,113 | $52.4M | 0.25% |
| 101 | Costco Wholesale Corp | 22160K105 | 91,622 | $51.8M | 0.25% |
| 102 | Lululemon Athletica Inc | LULU | 133,390 | $51.4M | 0.24% |
| 103 | Atlassian Corp Plc | TEAM | 249,815 | $50.3M | 0.24% |
| 104 | Msci Inc | MSCI | 96,068 | $49.3M | 0.23% |
| 105 | Caterpillar Inc | CAT | 176,484 | $48.2M | 0.23% |
| 106 | Moodys Corp | MCO | 152,186 | $48.1M | 0.23% |
| 107 | Idexx Labs Inc | 45168D104 | 109,142 | $47.7M | 0.23% |
| 108 | McDonald's Corp | MCD | 175,583 | $46.3M | 0.22% |
| 109 | Hilton Worldwide Holding | HLT | 304,650 | $45.8M | 0.22% |
| 110 | Unitedhealth Group Inc | UNH | 90,179 | $45.5M | 0.22% |
| 111 | Advanced Micro Devices | AMD | 434,493 | $44.7M | 0.21% |
| 112 | Gartner Inc | IT | 128,738 | $44.2M | 0.21% |
| 113 | O Reilly Automotive Inc | 67103H107 | 47,797 | $43.4M | 0.21% |
| 114 | Snowflake Inc Cl A | SNOW | 275,010 | $42.0M | 0.20% |
| 115 | Costco Wholesale Corp | 22160K105 | 72,607 | $41.0M | 0.20% |
| 116 | Msci Inc | MSCI | 78,797 | $40.4M | 0.19% |
| 117 | Moodys Corp | MCO | 125,406 | $39.6M | 0.19% |
| 118 | Analog Devices Inc | ADI | 218,083 | $38.2M | 0.18% |
| 119 | Snowflake Inc Cl A | SNOW | 249,244 | $38.1M | 0.18% |
| 120 | Hilton Worldwide Holding | HLT | 251,846 | $37.8M | 0.18% |
| 121 | Monolithic Power Systems Inc | 609839105 | 80,050 | $37.0M | 0.18% |
| 122 | Analog Devices Inc | ADI | 177,640 | $31.1M | 0.15% |
| 123 | Monolithic Power Systems Inc | 609839105 | 64,188 | $29.7M | 0.14% |
| 124 | Dexcom Inc | DXCM | 310,600 | $29.0M | 0.14% |
| 125 | Netflix Inc | NFLX | 67,800 | $25.6M | 0.12% |
| 126 | Netflix Inc | NFLX | 66,407 | $25.1M | 0.12% |
| 127 | Dexcom Inc | DXCM | 228,767 | $21.3M | 0.10% |
| 128 | Compass Inc Cl A | COMP | 7,122,320 | $20.7M | 0.10% |
| 129 | Tesla Inc | TSLA | 71,586 | $17.9M | 0.09% |
| 130 | Rover Group Inc Cl A | 77936F103 | 2,849,209 | $17.8M | 0.08% |
| 131 | Tesla Inc | TSLA | 65,460 | $16.4M | 0.08% |
| 132 | Riskified Ltd Cl A | RSKD | 3,442,221 | $15.4M | 0.07% |
| 133 | Oddity Tech Ltd Cl A | ODD | 520,558 | $14.8M | 0.07% |
| 134 | Morgan Stanley | MS-PQ | 140,744 | $11.5M | 0.05% |
| 135 | ISHARES TR RSSLL 1000 GRWT | 464287614 | 35,734 | $9.5M | 0.05% |
| 136 | BOEING CO COM | BA-PA | 43,809 | $8.4M | 0.04% |
| 137 | VANGUARD INDEX TR GROWTH VIPER | 922908736 | 1,985 | $540,535 | 0.00% |
| 138 | INTUIT INC COM | INTU | 691 | $353,060 | 0.00% |
| 139 | ZOETIS INC CL A | ZTS | 1,397 | $243,050 | 0.00% |
| 140 | SCHLUMBERGER LTD | SLB | 3,530 | $205,799 | 0.00% |