Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings68 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 8.2M | $2.3B | 9.0% | $93.93 | +192.02% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 531,638 | $1.7B | 6.9% | $74.72 | +120.91% | 12 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 7.4M | $1.1B | 4.1% | $97.45 | +41.62% | 9 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 3.1M | $1B | 4.1% | $214.54 | +57.20% | 12 qtrssince 2018-Q4 | Increased 66 |
ALPHABET INC-CL C | 366,441 | $976.7M | 3.8% | $51.86 | +157.46% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 363,399 | $971.6M | 3.8% | $52.55 | +153.76% | 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 -CL B | 5M | $729.5M | 2.9% | $80.66 | +69.54% | 12 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.2M | $717.9M | 2.8% | $133.11 | +61.12% | 12 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS 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% | $15.57 | +31.47% | 9 qtrssince 2019-Q3 | Increased 87 |
SERVICENOW INC | 850,079 | $529M | 2.1% | $109.05 | +13.34% | 6 qtrssince 2020-Q2 | Increased 61 |
INTUIT INC | 848,160 | $457.6M | 1.8% | $196.65 | +170.18% | 12 qtrssince 2018-Q4 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 246,679 | $448.3M | 1.8% | $15.79 | +133.91% | 7 qtrssince 2020-Q1 | Decreased 0 |
NETFLIX INC | 730,659 | $446M | 1.8% | $48.26 | +24.13% | 7 qtrssince 2020-Q1 | Increased 65 |
WORKDAY INC-CLASS A | 1.7M | $427.6M | 1.7% | $199.85 | +24.85% | 12 qtrssince 2018-Q4 | Increased 62 |
LOWE'S COS 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 Rating: 2.5/5.0.
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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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