Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings60 positions
MICROSOFT CORP | 8.5M | $2.6B | 11.3% | $102.28 | +190.42% | 14 qtrssince 2018-Q4 | Increased 64 |
AMAZON COM INC | 574,392 | $1.9B | 8.1% | $83.97 | +94.12% | 14 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 340,659 | $951.5M | 4.1% | $51.70 | +167.59% | 14 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 338,142 | $940.5M | 4.1% | $52.39 | +162.96% | 14 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 3.3M | $902.7M | 3.9% | $9.07 | +199.53% | 11 qtrssince 2019-Q3 | Increased 67 |
TESLA INC | 831,464 | $896M | 3.9% | $302.25 | +18.84% | 3 qtrssince 2021-Q3 | Increased 89 |
MASTERCARD INCORPORATED | 2.1M | $734.4M | 3.2% | $274.10 | +26.91% | 14 qtrssince 2018-Q4 | Increased 68 |
VISA INC | 2.8M | $627.6M | 2.7% | $157.06 | +36.41% | 14 qtrssince 2018-Q4 | Increased 72 |
UNION PAC CORP | 2M | $540.6M | 2.3% | $230.40 | +6.97% | 2 qtrssince 2021-Q4 | Increased 67 |
ASML HLDG NV | 802,586 | $536.1M | 2.3% | $479.42 | +33.27% | 8 qtrssince 2020-Q2 | Increased 75 |
CHIPOTLE MEXICAN GRILL INC | 312,934 | $495.1M | 2.1% | $19.62 | +61.26% | 9 qtrssince 2020-Q1 | Increased 62 |
INTUIT | 986,314 | $474.3M | 2.1% | $271.71 | +71.04% | 14 qtrssince 2018-Q4 | Increased 71 |
SALESFORCE INC | 2.2M | $458.3M | 2.0% | $208.82 | -0.23% | 14 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 795,422 | $443M | 1.9% | $110.15 | +1.11% | 8 qtrssince 2020-Q2 | Increased 57 |
LOWES COS INC | 2.2M | $435.6M | 1.9% | $176.19 | +12.03% | 4 qtrssince 2021-Q2 | Increased 54 |
DOLLAR TREE INC | 2.7M | $428.7M | 1.9% | $160.32 | 0.00% | 1 qtr | New 71 |
NIKE INC | 3.1M | $416.8M | 1.8% | $78.93 | +56.19% | 14 qtrssince 2018-Q4 | Decreased 0 |
| 1.3M | $413M | 1.8% | $185.86 | +66.56% | 14 qtrssince 2018-Q4 | Decreased 0 | |
PALO ALTO NETWORKS INC | 659,744 | $410.7M | 1.8% | $103.75 | 0.00% | 1 qtr | New 71 |
ACCENTURE PLC IRELAND | 1.2M | $406.5M | 1.8% | $309.68 | 0.00% | 1 qtr | New 71 |
Winslow Capital Management, LLC manages $23.1B across 60 positions as of Q1 2022. Top holdings: MSFT (11.3%), AMZN (8.1%), GOOG (4.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 10 new positions, 16 exits, 26 increased. Top move: TSLA (INCREASED, conviction 89). Portfolio: $23.1B across 60 positions.
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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
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