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Entity | Shares/Amount Change | Position Value Change |
KKR |
+4,156,357 | +$344,354 | TMO |
+628,847 | +$333,786 | UNP |
+1,193,560 | +$293,162 | ACN |
+821,202 | +$288,168 | SBUX |
+1,295,764 | +$124,406 | TT |
+46,295 | +$11,291 | ADBE |
+6,968 | +$4,157 |
Entity | Shares/Amount Change | Position Value Change |
ROVR |
-2,849,209 | -$17,836 | BA |
-43,809 | -$8,397 |
Entity | Shares/Amount Change | Position Value Change |
SLB |
+4,344,141 | +$226,047 | AMZN |
+1,152,972 | +$425,452 | TSLA |
+892,644 | +$221,082 | DXCM |
+491,942 | +$118,176 | NFLX |
+466,389 | +$273,251 | UNH |
+232,469 | +$135,236 | ADI |
+183,589 | +$62,557 | AAPL |
+164,601 | +$195,546 | MSCI |
+142,910 | +$106,223 | ORLY |
+84,940 | +$93,173 |
Entity | Shares/Amount Change | Position Value Change |
UBER |
-5,209,810 | -$179,569 | AMD |
-2,906,064 | -$298,684 | CAT |
-1,116,826 | -$304,871 | BSX |
-1,095,555 | -$32,624 | IT |
-797,493 | -$271,454 | META |
-508,504 | -$2,927 | NOW |
-480,103 | -$133,141 | MPWR |
-403,268 | -$185,557 | TEAM |
-367,616 | -$31,207 |
Size ($ in 1000's)
At 12/31/2023: $24,102,300 At 09/30/2023: $21,016,309
Combined Holding Report Includes:
Winslow Capital Management LLC NUVEEN INVESTMENTS INC NEW YORK LIFE INVESTMENT MANAGEMENT LLC IndexIQ Advisors LLC
Winslow Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Winslow Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Winslow Capital Management LLC to be as follows, presented in the
table below with each row detailing each Winslow Capital Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Winslow Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Winslow Capital Management LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
Microsoft Corp |
7,361,978 |
-228,962 |
$2,768,398 | MSFT | 7,361,978 | -228,962 | $2,768,398 | Amazon Com Inc |
11,236,345 |
+1,152,972 |
$1,707,250 | AMZN | 11,236,345 | +1,152,972 | $1,707,250 | Apple Inc |
7,850,106 |
+164,601 |
$1,511,381 | AAPL | 7,850,106 | +164,601 | $1,511,381 | Nvidia Corp |
2,321,200 |
-99,904 |
$1,149,505 | NVDA | 2,321,200 | -99,904 | $1,149,505 | Meta Platforms Inc |
2,785,685 |
-508,504 |
$986,021 | META | 2,785,685 | -508,504 | $986,021 | Broadcom Limited |
683,489 |
+67,937 |
$762,945 | AVGO | 683,489 | +67,937 | $762,945 | Alphabet Inc Cl A |
4,943,083 |
-271,342 |
$690,499 | GOOGL | 4,943,083 | -271,342 | $690,499 | Servicenow Inc |
916,538 |
-480,103 |
$647,525 | NOW | 916,538 | -480,103 | $647,525 | Workday Inc |
2,312,976 |
+2,357 |
$638,520 | WDAY | 2,312,976 | +2,357 | $638,520 | Intuitive Surgical Inc |
1,846,093 |
-31,811 |
$622,798 | ISRG | 1,846,093 | -31,811 | $622,798 | Alphabet Inc Cl C |
4,392,151 |
-252,253 |
$618,986 | GOOG | 4,392,151 | -252,253 | $618,986 | Salesforce Inc |
2,280,944 |
-92,087 |
$600,208 | CRM | 2,280,944 | -92,087 | $600,208 | Mastercard Inc |
1,367,154 |
-53,719 |
$583,105 | MA | 1,367,154 | -53,719 | $583,105 | Chipotle Mexican Grill |
245,820 |
+16,658 |
$562,181 | CMG | 245,820 | +16,658 | $562,181 | ASML Holding NV NY Registry |
709,086 |
-77,634 |
$536,721 | ASML | 709,086 | -77,634 | $536,721 | Lam Research Corp |
607,563 |
-227,699 |
$475,880 | LRCX | 607,563 | -227,699 | $475,880 | Netflix Inc |
888,936 |
+466,389 |
$432,805 | NFLX | 888,936 | +466,389 | $432,805 | Unitedhealth Group Inc |
809,154 |
+232,469 |
$425,995 | UNH | 809,154 | +232,469 | $425,995 | Visa Inc |
1,553,797 |
-69,982 |
$404,531 | V | 1,553,797 | -69,982 | $404,531 | Lilly Eli & Co |
648,971 |
+2,094 |
$378,298 | LLY | 648,971 | +2,094 | $378,298 | Vertex Pharmaceuticals |
925,369 |
-194,223 |
$376,523 | VRTX | 925,369 | -194,223 | $376,523 | O Reilly Automotive Inc |
387,555 |
+84,940 |
$368,208 | ORLY | 387,555 | +84,940 | $368,208 | Linde PLC |
895,269 |
-189,072 |
$367,696 | LIN | 895,269 | -189,072 | $367,696 | Parker Hannifin Corp |
797,824 |
-35,356 |
$367,558 | PH | 797,824 | -35,356 | $367,558 | Msci Inc |
625,809 |
+142,910 |
$353,989 | MSCI | 625,809 | +142,910 | $353,989 | Kkr & Co Inc |
4,156,357 |
+4,156,357 |
$344,354 | KKR | 4,156,357 | +4,156,357 | $344,354 | Thermo Fisher Scientific |
628,847 |
+628,847 |
$333,786 | TMO | 628,847 | +628,847 | $333,786 | Synopsys Inc |
634,781 |
-163,546 |
$326,855 | SNPS | 634,781 | -163,546 | $326,855 | Tesla Inc |
1,307,727 |
+892,644 |
$324,944 | TSLA | 1,307,727 | +892,644 | $324,944 | Idexx Labs Inc |
576,555 |
-113,318 |
$320,017 | IDXX | 576,555 | -113,318 | $320,017 | McDonald s Corp |
1,038,835 |
-267,494 |
$308,025 | MCD | 1,038,835 | -267,494 | $308,025 | Union Pacific Corp |
1,193,560 |
+1,193,560 |
$293,162 | UNP | 1,193,560 | +1,193,560 | $293,162 | Dexcom Inc |
2,347,459 |
+491,942 |
$291,296 | DXCM | 2,347,459 | +491,942 | $291,296 | Boston Scientific Co |
5,034,018 |
-1,095,555 |
$291,017 | BSX | 5,034,018 | -1,095,555 | $291,017 | Accenture Plc Ireland |
821,202 |
+821,202 |
$288,168 | ACN | 821,202 | +821,202 | $288,168 | Lululemon Athletica Inc |
557,931 |
-327,618 |
$285,265 | LULU | 557,931 | -327,618 | $285,265 | Costco Wholesale Corp |
429,028 |
-159,452 |
$283,193 | COST | 429,028 | -159,452 | $283,193 | Moodys Corp |
718,632 |
-40,665 |
$280,669 | MCO | 718,632 | -40,665 | $280,669 | Atlassian Corp Plc |
1,179,399 |
-367,616 |
$280,532 | TEAM | 1,179,399 | -367,616 | $280,532 | Snowflake Inc Cl A |
1,407,709 |
-73,615 |
$280,134 | SNOW | 1,407,709 | -73,615 | $280,134 | Hilton Worldwide Holding |
1,487,081 |
-79,206 |
$270,783 | HLT | 1,487,081 | -79,206 | $270,783 | Analog Devices Inc |
1,295,809 |
+183,589 |
$257,296 | ADI | 1,295,809 | +183,589 | $257,296 | Uber Technologies Inc |
3,853,026 |
-5,209,810 |
$237,231 | UBER | 3,853,026 | -5,209,810 | $237,231 | Schlumberger Ltd |
4,347,671 |
+4,344,141 |
$226,253 | SLB | 4,347,671 | +4,344,141 | $226,253 | Starbucks Corp |
1,295,764 |
+1,295,764 |
$124,406 | SBUX | 1,295,764 | +1,295,764 | $124,406 | Compass Inc Cl A |
7,122,320 |
UNCH |
$26,780 | COM | 7,122,320 | UNCH | $26,780 | Oddity Tech Ltd Cl A |
560,558 |
+40,000 |
$26,083 | ODD | 560,558 | +40,000 | $26,083 | Riskified Ltd Cl A |
3,442,221 |
UNCH |
$16,110 | RSKD | 3,442,221 | UNCH | $16,110 | Trane Technologies Plc |
46,295 |
+46,295 |
$11,291 | TT | 46,295 | +46,295 | $11,291 | Gartner Inc |
23,932 |
-797,493 |
$10,796 | IT | 23,932 | -797,493 | $10,796 | Morgan Stanley |
110,315 |
-30,429 |
$10,287 | MS | 110,315 | -30,429 | $10,287 | ISHARES TR RSSLL 1000 GRWT (IWF) |
23,782 |
-11,952 |
$7,210 | IWF | 23,782 | -11,952 | $7,210 | Adobe Inc |
6,968 |
+6,968 |
$4,157 | ADBE | 6,968 | +6,968 | $4,157 | Monolithic Power Systems Inc |
4,456 |
-403,268 |
$2,811 | MPWR | 4,456 | -403,268 | $2,811 | VANGUARD INDEX TR GROWTH VIPER (VUG) |
1,866 |
-119 |
$580 | VUG | 1,866 | -119 | $580 | ADVANCED MICRO DEVICES |
2,635 |
-2,906,064 |
$388 | AMD | 2,635 | -2,906,064 | $388 | INTUIT INC COM |
559 |
-132 |
$349 | INTU | 559 | -132 | $349 | CATERPILLAR INC COM |
1,004 |
-1,116,826 |
$297 | CAT | 1,004 | -1,116,826 | $297 | ZOETIS INC CL A |
1,264 |
-133 |
$249 | ZTS | 1,264 | -133 | $249 | BOEING CO COM |
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$0 (exited) | BA | 0 | -43,809 | $0 | Rover Group Inc Cl A |
0 |
-2,849,209 |
$0 (exited) | ROVR | 0 | -2,849,209 | $0 |
See Summary: Winslow Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By Winslow Capital Management LLC
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