Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings68 positions
Microsoft Corp. | 8.2M | $2.3B | 9.0% | $94.43 | +186.51% | 12 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 531,638 | $1.7B | 6.9% | $75.87 | +116.50% | 12 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 7.4M | $1.1B | 4.1% | $53.73 | +156.86% | 9 qtrssince 2019-Q3 | Decreased 0 |
Meta Platforms Inc | 3.1M | $1B | 4.1% | $213.41 | +57.52% | 12 qtrssince 2018-Q4 | Increased 66 |
Alphabet Inc. | 366,441 | $976.7M | 3.8% | $51.70 | +155.36% | 12 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 363,399 | $971.6M | 3.8% | $52.39 | +152.77% | 12 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 1.5M | $873.2M | 3.4% | $235.20 | +145.62% | 12 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC | 5M | $729.5M | 2.9% | $80.66 | +69.54% | 12 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 3.2M | $717.9M | 2.8% | $133.11 | +61.12% | 12 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 2.6M | $688.1M | 2.7% | $113.64 | +127.38% | 12 qtrssince 2018-Q4 | Increased 61 |
SALESFORCE COM INC | 2.5M | $675M | 2.7% | $209.16 | +27.78% | 12 qtrssince 2018-Q4 | Increased 87 |
NVIDIA Corp. | 2.9M | $604.9M | 2.4% | $6.16 | +234.98% | 9 qtrssince 2019-Q3 | Increased 87 |
Servicenow Inc | 850,079 | $529M | 2.1% | $109.96 | +13.18% | 6 qtrssince 2020-Q2 | Increased 61 |
INTUIT | 848,160 | $457.6M | 1.8% | $195.80 | +165.66% | 12 qtrssince 2018-Q4 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 246,679 | $448.3M | 1.8% | $16.07 | +126.22% | 7 qtrssince 2020-Q1 | Decreased 0 |
Netflix, Inc. | 730,659 | $446M | 1.8% | $48.68 | +25.38% | 7 qtrssince 2020-Q1 | Increased 65 |
WORKDAY INC | 1.7M | $427.6M | 1.7% | $199.85 | +24.85% | 12 qtrssince 2018-Q4 | Increased 62 |
Lowes Companies, Inc. | 2.1M | $426.2M | 1.7% | $175.34 | +5.02% | 2 qtrssince 2021-Q2 | Decreased 0 |
| 1.1M | $426M | 1.7% | — | — | 7 qtrssince 2020-Q1 | Decreased 0 | |
ALIGN TECHNOLOGY INC | 630,205 | $419.4M | 1.6% | $524.32 | +28.37% | 4 qtrssince 2020-Q4 | Decreased 0 |
Winslow Capital Management, LLC manages $25.5B across 68 positions as of Q3 2021. Top holdings: MSFT (9.0%), AMZN (6.9%), AAPL (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 12 new positions, 7 exits, 20 increased. Top move: CRM (INCREASED, conviction 87). Portfolio: $25.5B across 68 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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