Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings60 positions
Amazon.com, Inc. | 637,378 | $2.1B | 8.7% | $75.87 | +114.64% | 9 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 9M | $2B | 8.3% | $94.43 | +124.57% | 9 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 11.7M | $1.6B | 6.5% | $53.73 | +139.74% | 6 qtrssince 2019-Q3 | Decreased 0 |
Visa Inc | 4.7M | $1B | 4.3% | $129.86 | +61.47% | 9 qtrssince 2018-Q4 | Increased 62 |
MasterCard Incorporated | 2.4M | $845.6M | 3.5% | $203.88 | +69.36% | 9 qtrssince 2018-Q4 | Increased 68 |
Adobe Inc | 1.6M | $807.4M | 3.4% | $233.37 | +113.16% | 9 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 2.8M | $773.1M | 3.2% | $169.56 | +59.57% | 9 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 407,748 | $714.3M | 3.0% | $51.70 | +67.85% | 9 qtrssince 2018-Q4 | Increased 54 |
PAYPAL HLDGS INC | 3M | $709.7M | 3.0% | $95.84 | +141.01% | 9 qtrssince 2018-Q4 | Increased 59 |
Alphabet Inc. | 404,642 | $709.2M | 3.0% | $52.39 | +65.70% | 9 qtrssince 2018-Q4 | Increased 55 |
NIKE INC | 5M | $706.9M | 2.9% | $72.03 | +83.03% | 9 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp. | 1M | $540.1M | 2.3% | $5.06 | +156.56% | 6 qtrssince 2019-Q3 | Decreased 0 |
Servicenow Inc | 812,085 | $447M | 1.9% | $109.21 | +0.80% | 3 qtrssince 2020-Q2 | Increased 79 |
INTUIT | 1.2M | $446.5M | 1.9% | $195.80 | +86.26% | 9 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 1.2M | $434.2M | 1.8% | $229.84 | +38.35% | 9 qtrssince 2018-Q4 | Decreased 0 |
Uber Technologies Inc | 8.4M | $430.2M | 1.8% | $53.15 | 0.00% | 1 qtr | New 71 |
ASML Holding N.V. | 880,744 | $429.6M | 1.8% | $398.55 | +16.42% | 3 qtrssince 2020-Q2 | Increased 74 |
IQVIA Holdings Inc. | 2.1M | $381.5M | 1.6% | $141.65 | +25.32% | 3 qtrssince 2020-Q2 | Decreased 0 |
Zoetis Inc. | 2.3M | $376.1M | 1.6% | $83.21 | +87.23% | 9 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE COM INC | 1.6M | $358.8M | 1.5% | $135.88 | +61.71% | 9 qtrssince 2018-Q4 | Decreased 0 |
Winslow Capital Management, LLC manages $24B across 60 positions as of Q4 2020. Top holdings: AMZN (8.7%), MSFT (8.3%), AAPL (6.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 12 new positions, 7 exits, 19 increased. Top move: NOW (INCREASED, conviction 79). Portfolio: $24.0B across 60 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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