Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings58 positions
MICROSOFT CORP | 10.8M | $1.4B | 7.7% | $94.43 | +32.94% | 3 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 644,823 | $1.2B | 6.5% | $75.21 | +25.89% | 3 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 5.4M | $945.1M | 5.1% | $124.91 | +31.97% | 3 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 4.1M | $788.9M | 4.2% | $168.84 | +13.23% | 3 qtrssince 2018-Q4 | Increased 68 |
MASTERCARD INCORPORATED | 2.4M | $622.9M | 3.3% | $180.51 | +40.66% | 3 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 1.9M | $568.5M | 3.0% | $232.90 | +26.52% | 3 qtrssince 2018-Q4 | Increased 60 |
SALESFORCE INC | 3.7M | $567M | 3.0% | $134.40 | +10.78% | 3 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 467,554 | $505.4M | 2.7% | $51.29 | +4.37% | 3 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 461,580 | $499.8M | 2.7% | $51.76 | +3.62% | 3 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC | 5.7M | $476.1M | 2.5% | $66.04 | +13.65% | 3 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 3.8M | $432.9M | 2.3% | $83.07 | +37.47% | 3 qtrssince 2018-Q4 | Decreased 0 |
LOWES COS INC | 4.2M | $420.7M | 2.3% | $80.97 | +8.85% | 3 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 1.1M | $420.3M | 2.2% | $27.31 | +34.51% | 3 qtrssince 2018-Q4 | Increased 57 |
INTUIT | 1.5M | $399.6M | 2.1% | $186.10 | +33.30% | 3 qtrssince 2018-Q4 | Decreased 0 |
DISNEY WALT CO | 2.8M | $393.4M | 2.1% | $134.78 | 0.00% | 1 qtr | New 81 |
ZOETIS INC | 3.4M | $382M | 2.0% | $80.77 | +31.15% | 3 qtrssince 2018-Q4 | Decreased 0 |
ILLUMINA INC | 1M | $380.5M | 2.0% | $298.87 | -0.98% | 3 qtrssince 2018-Q4 | Increased 59 |
FERRARI N V | 2.2M | $357.7M | 1.9% | $95.31 | +62.60% | 3 qtrssince 2018-Q4 | Decreased 0 |
NORTHROP GRUMMAN CORP | 1M | $330.1M | 1.8% | $227.41 | +27.74% | 3 qtrssince 2018-Q4 | Increased 57 |
UNION PAC CORP | 1.9M | $317.3M | 1.7% | $119.00 | +21.14% | 3 qtrssince 2018-Q4 | Increased 53 |
Winslow Capital Management, LLC manages $18.7B across 58 positions as of Q2 2019. Top holdings: MSFT (7.7%), AMZN (6.5%), V (5.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Active quarter - 8 new positions, 10 exits, 13 increased. Top move: DIS (NEW, conviction 81). Portfolio: $18.7B across 58 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR