Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings54 positions
MICROSOFT CORP | 7.6M | $2.4B | 11.4% | $181.57 | +69.92% | 20 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 7.7M | $1.3B | 6.3% | $141.07 | +19.74% | 5 qtrssince 2022-Q3 | Decreased 0 |
AMAZON COM INC | 10.1M | $1.3B | 6.1% | $118.63 | +7.16% | 20 qtrssince 2018-Q4 | Increased 69 |
NVIDIA CORPORATION | 2.4M | $1.1B | 5.0% | $15.65 | +177.09% | 17 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 3.3M | $988.9M | 4.7% | $263.79 | +12.72% | 3 qtrssince 2023-Q1 | Decreased 0 |
SERVICENOW INC | 1.4M | $780.7M | 3.7% | $91.45 | +22.24% | 14 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC | 5.2M | $682.4M | 3.2% | $70.42 | +84.07% | 20 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC | 4.6M | $612.4M | 2.9% | $68.54 | +90.56% | 20 qtrssince 2018-Q4 | Increased 55 |
MASTERCARD INCORPORATED | 1.4M | $562.5M | 2.7% | $279.92 | +38.94% | 20 qtrssince 2018-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 1.9M | $548.9M | 2.6% | $294.39 | -0.71% | 8 qtrssince 2021-Q4 | Decreased 0 |
LAM RESEARCH CORP | 835,262 | $523.5M | 2.5% | $43.86 | +39.39% | 4 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 615,552 | $511.3M | 2.4% | $81.66 | -1.54% | 2 qtrssince 2023-Q2 | Increased 87 |
WORKDAY INC | 2.3M | $496.4M | 2.4% | $206.46 | +4.06% | 3 qtrssince 2023-Q1 | Increased 81 |
SALESFORCE INC | 2.4M | $481.2M | 2.3% | $207.22 | -3.98% | 2 qtrssince 2023-Q2 | Increased 54 |
ASML HOLDING NV | 786,720 | $463.1M | 2.2% | $476.45 | +20.52% | 14 qtrssince 2020-Q2 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 229,162 | $419.8M | 2.0% | $21.51 | +70.34% | 15 qtrssince 2020-Q1 | Decreased 0 |
UBER TECHNOLOGIES INC | 9.1M | $416.8M | 2.0% | $34.91 | +31.74% | 3 qtrssince 2023-Q1 | Increased 63 |
LINDE PLC | 1.1M | $403.8M | 1.9% | $339.34 | +6.64% | 3 qtrssince 2023-Q1 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 1.1M | $389.3M | 1.9% | $332.75 | +4.51% | 3 qtrssince 2023-Q1 | Decreased 0 |
VISA INC | 1.6M | $373.5M | 1.8% | $162.78 | +38.12% | 20 qtrssince 2018-Q4 | Decreased 0 |
Winslow Capital Management, LLC manages $21B across 54 positions as of Q3 2023. Top holdings: MSFT (11.4%), AAPL (6.3%), AMZN (6.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 4 new positions, 6 exits, 18 increased. Top move: AVGO (INCREASED, conviction 87). Portfolio: $21.0B across 54 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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