Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings57 positions
MICROSOFT CORP | 7.2M | $3B | 11.5% | $181.57 | +127.29% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 2.3M | $2.1B | 7.7% | $15.65 | +475.65% | 19 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 11.3M | $2B | 7.7% | $122.50 | +47.25% | 22 qtrssince 2018-Q4 | Increased 62 |
META PLATFORMS INC | 2.6M | $1.3B | 4.8% | $263.79 | +82.52% | 5 qtrssince 2023-Q1 | Decreased 0 |
APPLE INC | 7.2M | $1.2B | 4.6% | $142.10 | +19.37% | 7 qtrssince 2022-Q3 | Decreased 0 |
BROADCOM INC | 656,918 | $870.7M | 3.3% | $84.33 | +53.50% | 4 qtrssince 2023-Q2 | Decreased 0 |
ALPHABET INC | 4.8M | $731.6M | 2.8% | $70.42 | +112.30% | 22 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE INC | 2.4M | $723.7M | 2.7% | $211.72 | +39.77% | 4 qtrssince 2023-Q2 | Increased 57 |
INTUITIVE SURGICAL INC | 1.8M | $718.2M | 2.7% | $294.39 | +35.57% | 10 qtrssince 2021-Q4 | Decreased 0 |
ADOBE INC | 1.4M | $708.7M | 2.7% | $505.06 | -0.09% | 2 qtrssince 2023-Q4 | Increased 87 |
ALPHABET INC | 4.4M | $672.2M | 2.5% | $68.96 | +118.72% | 22 qtrssince 2018-Q4 | Increased 54 |
UNITEDHEALTH GROUP INC | 1.3M | $653.6M | 2.5% | $443.74 | +7.55% | 22 qtrssince 2018-Q4 | Increased 79 |
SERVICENOW INC | 799,937 | $609.9M | 2.3% | $91.45 | +66.73% | 16 qtrssince 2020-Q2 | Decreased 0 |
LAM RESEARCH CORP | 554,676 | $538.9M | 2.0% | $43.86 | +117.13% | 6 qtrssince 2022-Q4 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 175,545 | $510.3M | 1.9% | $23.15 | +151.13% | 17 qtrssince 2020-Q1 | Decreased 0 |
NETFLIX INC. | 823,400 | $500.1M | 1.9% | $46.43 | +30.80% | 4 qtrssince 2023-Q2 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 5.1M | $483.4M | 1.8% | $95.56 | 0.00% | 1 qtr | New 72 |
OREILLY AUTOMOTIVE INC | 414,745 | $468.2M | 1.8% | $59.58 | +26.33% | 5 qtrssince 2023-Q1 | Increased 53 |
BOOKING HOLDINGS INC | 127,540 | $462.7M | 1.7% | $142.46 | 0.00% | 1 qtr | New 71 |
TRANE TECHNOLOGIES PLC | 1.5M | $440.4M | 1.7% | $292.09 | +0.60% | 2 qtrssince 2023-Q4 | Increased 79 |
Winslow Capital Management, LLC manages $26.5B across 57 positions as of Q1 2024. Top holdings: MSFT (11.5%), NVDA (7.7%), AMZN (7.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 6 new positions, 8 exits, 11 increased. Top move: ADBE (INCREASED, conviction 87). Portfolio: $26.5B across 57 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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