13F HOLDINGS REPORT
Winslow Capital Management, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000900973-25-000002
Total Value
$28.15B
Positions
155
Other Managers
3
Confidential Omitted
No
Holdings (155)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 3,728,908 | $1.57B | 5.58% |
| 2 | Nvidia Corp | NVDA | 10,502,202 | $1.41B | 5.01% |
| 3 | Amazon Com Inc | AMZN | 5,724,079 | $1.26B | 4.46% |
| 4 | Apple Inc | AAPL | 4,121,603 | $1.03B | 3.67% |
| 5 | Meta Platforms Inc | META | 1,534,193 | $898.3M | 3.19% |
| 6 | Microsoft Corp | MSFT | 1,932,334 | $814.5M | 2.89% |
| 7 | Nvidia Corp | NVDA | 4,714,569 | $633.1M | 2.25% |
| 8 | Amazon Com Inc | AMZN | 2,843,223 | $623.8M | 2.22% |
| 9 | Broadcom Limited | AVGO | 2,545,581 | $590.2M | 2.10% |
| 10 | Microsoft Corp | MSFT | 1,297,965 | $547.1M | 1.94% |
| 11 | Apple Inc | AAPL | 1,895,988 | $474.8M | 1.69% |
| 12 | Tesla Inc | TSLA | 1,160,521 | $468.7M | 1.66% |
| 13 | Amazon Com Inc | AMZN | 1,960,403 | $430.1M | 1.53% |
| 14 | Mastercard Inc | MA | 814,544 | $428.9M | 1.52% |
| 15 | Gallagher Arthur J & Co | 363576109 | 1,481,499 | $420.5M | 1.49% |
| 16 | Nvidia Corp | NVDA | 3,122,677 | $419.3M | 1.49% |
| 17 | Alphabet Inc Cl A | GOOG | 2,160,729 | $409.0M | 1.45% |
| 18 | Spotify Technology Sa | SPOT | 877,228 | $392.5M | 1.39% |
| 19 | Lilly Eli & Co | LLY | 489,577 | $378.0M | 1.34% |
| 20 | Alphabet Inc Cl C | GOOG | 1,939,548 | $369.4M | 1.31% |
| 21 | Intuitive Surgical Inc | ISRG | 682,168 | $356.1M | 1.26% |
| 22 | Apple Inc | AAPL | 1,294,670 | $324.2M | 1.15% |
| 23 | Servicenow Inc | NOW | 302,297 | $320.5M | 1.14% |
| 24 | Oracle Corp | ORCL-PD | 1,782,780 | $297.1M | 1.06% |
| 25 | Kkr & Co Inc | KKRT | 1,997,452 | $295.4M | 1.05% |
| 26 | Meta Platforms Inc | META | 483,370 | $283.0M | 1.01% |
| 27 | GE Aerospace | 369604301 | 1,653,593 | $275.8M | 0.98% |
| 28 | Chipotle Mexican Grill | CMG | 4,479,504 | $270.1M | 0.96% |
| 29 | Booking Holdings Inc | BKNG | 54,165 | $269.1M | 0.96% |
| 30 | O Reilly Automotive Inc | 67103H107 | 225,540 | $267.4M | 0.95% |
| 31 | Trane Technologies Plc | TT | 711,510 | $262.8M | 0.93% |
| 32 | Alphabet Inc Cl A | GOOG | 1,367,868 | $258.9M | 0.92% |
| 33 | Workday Inc | WDAY | 989,384 | $255.3M | 0.91% |
| 34 | Broadcom Limited | AVGO | 1,083,478 | $251.2M | 0.89% |
| 35 | Amphenol Corp | 032095101 | 3,502,071 | $243.2M | 0.86% |
| 36 | Eaton Corp Plc | ETN | 729,244 | $242.0M | 0.86% |
| 37 | Meta Platforms Inc | META | 397,109 | $232.5M | 0.83% |
| 38 | Stryker Corp | SYK | 637,432 | $229.5M | 0.82% |
| 39 | Automatic Data Process | ADP | 777,180 | $227.5M | 0.81% |
| 40 | Alphabet Inc Cl C | GOOG | 1,146,910 | $218.4M | 0.78% |
| 41 | Netflix Inc | NFLX | 242,431 | $216.1M | 0.77% |
| 42 | Texas Instruments Inc | 882508104 | 1,139,168 | $213.6M | 0.76% |
| 43 | Fiserv Inc | FISV | 1,032,821 | $212.2M | 0.75% |
| 44 | Lam Research Corp | LRCX | 2,730,077 | $197.2M | 0.70% |
| 45 | Cintas Corp | CTAS | 1,060,000 | $193.7M | 0.69% |
| 46 | Ecolab Inc | ECL | 822,175 | $192.7M | 0.68% |
| 47 | Tesla Inc | TSLA | 472,670 | $190.9M | 0.68% |
| 48 | Synopsys Inc | SNPS | 381,760 | $185.3M | 0.66% |
| 49 | Gallagher Arthur J & Co | 363576109 | 649,672 | $184.4M | 0.66% |
| 50 | Vulcan Materials Co | 929160109 | 711,909 | $183.1M | 0.65% |
| 51 | Alphabet Inc Cl A | GOOG | 951,263 | $180.1M | 0.64% |
| 52 | Fair Isaac Corp | FICO | 89,898 | $179.0M | 0.64% |
| 53 | Mastercard Inc | MA | 336,762 | $177.3M | 0.63% |
| 54 | Hilton Worldwide Holding | HLT | 700,239 | $173.1M | 0.61% |
| 55 | Broadcom Limited | AVGO | 729,375 | $169.1M | 0.60% |
| 56 | Shopify Inc Cl A | SHOP | 1,555,359 | $165.4M | 0.59% |
| 57 | Boston Scientific Co | BSX | 1,833,767 | $163.8M | 0.58% |
| 58 | Spotify Technology Sa | SPOT | 361,854 | $161.9M | 0.58% |
| 59 | Intuit | INTU | 254,529 | $160.0M | 0.57% |
| 60 | Howmet Aerospace Inc | HWM | 1,418,198 | $155.1M | 0.55% |
| 61 | Alphabet Inc Cl C | GOOG | 801,810 | $152.7M | 0.54% |
| 62 | Alnylam Pharmaceuticals Inc | ALNY | 601,091 | $141.4M | 0.50% |
| 63 | Servicenow Inc | NOW | 131,197 | $139.1M | 0.49% |
| 64 | Tesla Inc | TSLA | 341,544 | $137.9M | 0.49% |
| 65 | Lilly Eli & Co | LLY | 174,334 | $134.6M | 0.48% |
| 66 | Oracle Corp | ORCL-PD | 765,566 | $127.6M | 0.45% |
| 67 | Intuitive Surgical Inc | ISRG | 238,790 | $124.6M | 0.44% |
| 68 | Chipotle Mexican Grill | CMG | 2,014,990 | $121.5M | 0.43% |
| 69 | Mastercard Inc | MA | 220,447 | $116.1M | 0.41% |
| 70 | Gallagher Arthur J & Co | 363576109 | 403,578 | $114.6M | 0.41% |
| 71 | O Reilly Automotive Inc | 67103H107 | 96,547 | $114.5M | 0.41% |
| 72 | Spotify Technology Sa | SPOT | 250,297 | $112.0M | 0.40% |
| 73 | Adobe Inc | ADBE | 244,800 | $108.9M | 0.39% |
| 74 | Automatic Data Process | ADP | 358,340 | $104.9M | 0.37% |
| 75 | Snowflake Inc Cl A | SNOW | 673,742 | $104.0M | 0.37% |
| 76 | Trane Technologies Plc | TT | 281,472 | $104.0M | 0.37% |
| 77 | Booking Holdings Inc | BKNG | 20,886 | $103.8M | 0.37% |
| 78 | GE Aerospace | 369604301 | 609,950 | $101.7M | 0.36% |
| 79 | Kkr & Co Inc | KKRT | 661,485 | $97.8M | 0.35% |
| 80 | Servicenow Inc | NOW | 89,459 | $94.8M | 0.34% |
| 81 | Fiserv Inc | FISV | 448,461 | $92.1M | 0.33% |
| 82 | Lam Research Corp | LRCX | 1,256,076 | $90.7M | 0.32% |
| 83 | Netflix Inc | NFLX | 100,496 | $89.6M | 0.32% |
| 84 | Workday Inc | WDAY | 343,733 | $88.7M | 0.32% |
| 85 | Lilly Eli & Co | LLY | 112,429 | $86.8M | 0.31% |
| 86 | Oracle Corp | ORCL-PD | 517,854 | $86.3M | 0.31% |
| 87 | Ecolab Inc | ECL | 367,916 | $86.2M | 0.31% |
| 88 | Texas Instruments Inc | 882508104 | 454,975 | $85.3M | 0.30% |
| 89 | Fair Isaac Corp | FICO | 42,702 | $85.0M | 0.30% |
| 90 | Eaton Corp Plc | ETN | 251,130 | $83.3M | 0.30% |
| 91 | Intuitive Surgical Inc | ISRG | 159,643 | $83.3M | 0.30% |
| 92 | Chipotle Mexican Grill | CMG | 1,372,467 | $82.8M | 0.29% |
| 93 | Stryker Corp | SYK | 219,159 | $78.9M | 0.28% |
| 94 | O Reilly Automotive Inc | 67103H107 | 65,177 | $77.3M | 0.27% |
| 95 | Synopsys Inc | SNPS | 157,753 | $76.6M | 0.27% |
| 96 | Hilton Worldwide Holding | HLT | 298,647 | $73.8M | 0.26% |
| 97 | GE Aerospace | 369604301 | 429,458 | $71.6M | 0.25% |
| 98 | Howmet Aerospace Inc | HWM | 643,580 | $70.4M | 0.25% |
| 99 | Trane Technologies Plc | TT | 190,247 | $70.3M | 0.25% |
| 100 | Boston Scientific Co | BSX | 772,806 | $69.0M | 0.25% |
| 101 | Booking Holdings Inc | BKNG | 13,703 | $68.1M | 0.24% |
| 102 | Intuit | INTU | 108,301 | $68.1M | 0.24% |
| 103 | Vulcan Materials Co | 929160109 | 253,364 | $65.2M | 0.23% |
| 104 | Eaton Corp Plc | ETN | 194,436 | $64.5M | 0.23% |
| 105 | Automatic Data Process | ADP | 219,702 | $64.3M | 0.23% |
| 106 | Alnylam Pharmaceuticals Inc | ALNY | 267,622 | $63.0M | 0.22% |
| 107 | Netflix Inc | NFLX | 70,324 | $62.7M | 0.22% |
| 108 | Kkr & Co Inc | KKRT | 414,563 | $61.3M | 0.22% |
| 109 | Shopify Inc Cl A | SHOP | 560,985 | $59.6M | 0.21% |
| 110 | Fiserv Inc | FISV | 285,979 | $58.7M | 0.21% |
| 111 | Lam Research Corp | LRCX | 791,510 | $57.2M | 0.20% |
| 112 | Ecolab Inc | ECL | 236,992 | $55.5M | 0.20% |
| 113 | Stryker Corp | SYK | 154,230 | $55.5M | 0.20% |
| 114 | Workday Inc | WDAY | 214,142 | $55.3M | 0.20% |
| 115 | Fair Isaac Corp | FICO | 27,064 | $53.9M | 0.19% |
| 116 | Texas Instruments Inc | 882508104 | 280,223 | $52.5M | 0.19% |
| 117 | Synopsys Inc | SNPS | 105,299 | $51.1M | 0.18% |
| 118 | Hilton Worldwide Holding | HLT | 206,103 | $50.9M | 0.18% |
| 119 | Boston Scientific Co | BSX | 527,499 | $47.1M | 0.17% |
| 120 | Intuit | INTU | 74,903 | $47.1M | 0.17% |
| 121 | Vulcan Materials Co | 929160109 | 175,624 | $45.2M | 0.16% |
| 122 | Compass Inc Cl A | COMP | 6,934,620 | $40.6M | 0.14% |
| 123 | Howmet Aerospace Inc | HWM | 368,911 | $40.3M | 0.14% |
| 124 | Shopify Inc Cl A | SHOP | 376,800 | $40.1M | 0.14% |
| 125 | Snowflake Inc Cl A | SNOW | 246,574 | $38.1M | 0.14% |
| 126 | Alnylam Pharmaceuticals Inc | ALNY | 151,854 | $35.7M | 0.13% |
| 127 | Snowflake Inc Cl A | SNOW | 198,023 | $30.6M | 0.11% |
| 128 | Oddity Tech Ltd Cl A | ODD | 560,558 | $23.6M | 0.08% |
| 129 | Arista Networks Inc | ANET | 185,885 | $20.5M | 0.07% |
| 130 | Nasdaq Inc | NDAQ | 251,630 | $19.5M | 0.07% |
| 131 | ISHARES TR RSSLL 1000 GRWT | 464287614 | 41,850 | $16.8M | 0.06% |
| 132 | Amphenol Corp | 032095101 | 217,514 | $15.1M | 0.05% |
| 133 | Eventbrite Inc Cl A | EVEX-WT | 2,369,578 | $8.0M | 0.03% |
| 134 | VANGUARD INDEX TR GROWTH VIPER | 922908736 | 17,038 | $7.0M | 0.02% |
| 135 | Riskified Ltd Cl A | RSKD | 1,000,000 | $4.7M | 0.02% |
| 136 | Rollins Inc | ROL | 78,006 | $3.6M | 0.01% |
| 137 | Cintas Corp | CTAS | 13,110 | $2.4M | 0.01% |
| 138 | ISHARES TR S&P500/BARRA GW | 464287309 | 13,609 | $1.4M | 0.00% |
| 139 | PARKER HANNIFIN CORP COM | PH | 1,439 | $915,247 | 0.00% |
| 140 | VISA INC COM CL A | V | 2,393 | $756,284 | 0.00% |
| 141 | UBER TECHNOLOGIES INC COM | UBER | 11,903 | $717,989 | 0.00% |
| 142 | COSTCO WHOLESALE CORP COM | 22160K105 | 738 | $676,207 | 0.00% |
| 143 | ASML HOLDING N V N Y REGISTRY | ASMLF | 941 | $652,188 | 0.00% |
| 144 | SALESFORCE COM INC COM | CRM | 1,545 | $516,540 | 0.00% |
| 145 | UNITEDHEALTH GROUP INC | UNH | 1,009 | $510,413 | 0.00% |
| 146 | LINDE PLC SHS | LIN | 1,017 | $425,787 | 0.00% |
| 147 | MSCI INC CL A | MSCI | 598 | $358,806 | 0.00% |
| 148 | MOODYS CORP COM | MCO | 644 | $304,850 | 0.00% |
| 149 | MERCADOLIBRE INC COM | MELI | 171 | $290,775 | 0.00% |
| 150 | STARBUCKS CORP COM | SBUX | 2,631 | $240,079 | 0.00% |
| 151 | IDEXX LABS INC COM | 45168D104 | 512 | $211,681 | 0.00% |
| 152 | Analog Devices Inc | ADI | 864 | $183,565 | 0.00% |
| 153 | Adobe Inc | ADBE | 279 | $124,066 | 0.00% |
| 154 | Analog Devices Inc | ADI | 222 | $47,166 | 0.00% |
| 155 | Arista Networks Inc | ANET | 220 | $24,317 | 0.00% |