Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings59 positions
MICROSOFT CORP | 7.4M | $1.9B | 10.2% | $102.28 | +142.49% | 15 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 2.1M | $674M | 3.6% | $275.38 | +11.67% | 15 qtrssince 2018-Q4 | Increased 60 |
VISA INC | 3.2M | $621.4M | 3.3% | $160.53 | +18.72% | 15 qtrssince 2018-Q4 | Increased 65 |
ALPHABET INC | 284,459 | $619.9M | 3.3% | $52.39 | +106.04% | 15 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.2M | $612.3M | 3.3% | $352.63 | +37.59% | 15 qtrssince 2018-Q4 | Increased 92 |
AMAZON COM INC | 5.5M | $584.4M | 3.1% | $83.97 | +26.49% | 15 qtrssince 2018-Q4 | Increased 93 |
ALPHABET INC | 263,411 | $576.2M | 3.1% | $51.70 | +109.58% | 15 qtrssince 2018-Q4 | Decreased 0 |
DOLLAR TREE INC | 3.5M | $549.8M | 2.9% | $159.34 | -1.94% | 2 qtrssince 2022-Q1 | Increased 69 |
UNION PAC CORP | 2.5M | $531.4M | 2.8% | $225.32 | -12.86% | 3 qtrssince 2021-Q4 | Increased 66 |
ZOETIS INC | 3M | $523.2M | 2.8% | $116.87 | +39.67% | 15 qtrssince 2018-Q4 | Increased 77 |
CHIPOTLE MEXICAN GRILL INC | 393,185 | $514M | 2.7% | $20.95 | +24.78% | 10 qtrssince 2020-Q1 | Increased 66 |
COSTCO WHSL CORP NEW | 1.1M | $509.7M | 2.7% | $492.49 | -7.33% | 2 qtrssince 2022-Q1 | Increased 87 |
INTUIT | 1.2M | $452.1M | 2.4% | $287.82 | +29.61% | 15 qtrssince 2018-Q4 | Increased 63 |
ASML HOLDING N V | 934,047 | $444.5M | 2.4% | $476.45 | -3.80% | 9 qtrssince 2020-Q2 | Increased 62 |
NIKE INC | 4.1M | $418.8M | 2.2% | $84.73 | +14.87% | 15 qtrssince 2018-Q4 | Increased 68 |
| 1.4M | $400.5M | 2.1% | $192.47 | +44.47% | 15 qtrssince 2018-Q4 | Increased 58 | |
SERVICENOW INC | 824,843 | $392.2M | 2.1% | $109.62 | -13.24% | 9 qtrssince 2020-Q2 | Increased 55 |
ACCENTURE PLC IRELAND | 1.4M | $388.4M | 2.1% | $312.21 | -15.08% | 2 qtrssince 2022-Q1 | Increased 62 |
INTUITIVE SURGICAL INC | 1.9M | $385.2M | 2.1% | $306.82 | -34.58% | 3 qtrssince 2021-Q4 | Increased 72 |
TESLA INC | 560,316 | $377.3M | 2.0% | $302.25 | -25.73% | 4 qtrssince 2021-Q3 | Decreased 0 |
Winslow Capital Management, LLC manages $18.7B across 59 positions as of Q2 2022. Top holdings: MSFT (10.2%), MA (3.6%), V (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 6 new positions, 7 exits, 41 increased. Top move: AMZN (INCREASED, conviction 93). Portfolio: $18.7B across 59 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