Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings63 positions
MICROSOFT CORP | 8.8M | $2.1B | 8.7% | $94.43 | +138.60% | 10 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 624,938 | $1.9B | 8.2% | $75.87 | +103.91% | 10 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.5M | $1.4B | 6.0% | $53.73 | +121.03% | 7 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 4.9M | $1B | 4.4% | $133.11 | +52.72% | 10 qtrssince 2018-Q4 | Increased 61 |
ALPHABET INC | 402,644 | $832.9M | 3.5% | $51.70 | +98.19% | 10 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 399,460 | $823.9M | 3.5% | $52.39 | +95.00% | 10 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 2.3M | $819.6M | 3.5% | $203.88 | +69.15% | 10 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 1.6M | $773.5M | 3.3% | $235.20 | +97.90% | 10 qtrssince 2018-Q4 | Increased 58 |
META PLATFORMS INC | 2.3M | $673.7M | 2.8% | $169.56 | +72.05% | 10 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC | 4.9M | $648.9M | 2.7% | $70.74 | +70.78% | 10 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 1.2M | $637.1M | 2.7% | $6.16 | +115.75% | 7 qtrssince 2019-Q3 | Increased 62 |
PAYPAL HLDGS INC | 2.4M | $593.8M | 2.5% | $95.84 | +146.24% | 10 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 945,627 | $472.9M | 2.0% | $107.91 | -7.31% | 4 qtrssince 2020-Q2 | Increased 57 |
UNITEDHEALTH GROUP INC | 1.2M | $448.3M | 1.9% | $229.84 | +50.34% | 10 qtrssince 2018-Q4 | Decreased 0 |
ASML HLDG NV | 710,754 | $438.8M | 1.9% | $398.55 | +47.36% | 4 qtrssince 2020-Q2 | Decreased 0 |
ZOETIS INC | 2.5M | $394.4M | 1.7% | $89.24 | +66.36% | 10 qtrssince 2018-Q4 | Increased 54 |
INTUIT | 1M | $391.6M | 1.7% | $195.80 | +88.13% | 10 qtrssince 2018-Q4 | Decreased 0 |
IQVIA HLDGS INC | 1.9M | $374.8M | 1.6% | $141.65 | +34.69% | 4 qtrssince 2020-Q2 | Decreased 0 |
ALIGN TECHNOLOGY INC | 667,827 | $361.6M | 1.5% | $524.32 | 0.00% | 2 qtrssince 2020-Q4 | Increased 65 |
STARBUCKS CORP | 3.3M | $358.1M | 1.5% | $96.30 | 0.00% | 1 qtr | New 71 |
Winslow Capital Management, LLC manages $23.7B across 63 positions as of Q1 2021. Top holdings: MSFT (8.7%), AMZN (8.2%), AAPL (6.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 12 new positions, 9 exits, 19 increased. Top move: SBUX (NEW, conviction 71). Portfolio: $23.7B across 63 positions.
Top holdings by portfolio weight
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR