Winslow Capital Management, LLC Top Holdings and 13F Report (2024) About Winslow Capital Management, LLCInvestment ActivityWinslow Capital Management, LLC has $27.83 billion in total holdings as of September 30, 2024.Winslow Capital Management, LLC owns shares of 61 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 22.46% of the portfolio was purchased this quarter.About 21.51% of the portfolio was sold this quarter.This quarter, Winslow Capital Management, LLC has purchased 55 new stocks and bought additional shares in 14 stocks.Winslow Capital Management, LLC sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $3,104,619,663NVIDIA $2,252,190,537Amazon.com $2,034,563,729Apple $1,771,934,477Meta Platforms $1,467,799,129 Largest New Holdings this Quarter MercadoLibre $424,041,638 HoldingLam Research Corp $404,340,709 HoldingStryker $383,019,051 HoldingOracle $355,155,348 HoldingStarbucks $352,852,284 Holding Largest Purchases this Quarter Broadcom 5,812,613 shares (about $1.00B)MercadoLibre 206,652 shares (about $424.04M)Lam Research Corp 495,467 shares (about $404.34M)Stryker 1,060,231 shares (about $383.02M)Oracle 2,084,245 shares (about $355.16M) Largest Sales this Quarter Visa 1,578,080 shares (about $433.89M)Parker-Hannifin 592,830 shares (about $374.56M)Booking 85,154 shares (about $358.68M)IDEXX Laboratories 706,912 shares (about $357.15M)NVIDIA 2,822,066 shares (about $342.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWinslow Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$3,104,619,663$13,899,120 ▼-0.4%7,215,01211.2%Computer and TechnologyNVDANVIDIA$2,252,190,537$342,711,695 ▼-13.2%18,545,7068.1%Computer and TechnologyAMZNAmazon.com$2,034,563,729$9,739,283 ▼-0.5%10,919,1427.3%Retail/WholesaleAAPLApple$1,771,934,477$122,150,483 ▼-6.4%7,604,8696.4%Computer and TechnologyMETAMeta Platforms$1,467,799,129$274,019,586 ▲23.0%2,564,1105.3%Computer and TechnologyAVGOBroadcom$1,112,301,046$1,002,675,743 ▲914.6%6,448,1224.0%Computer and TechnologySPOTSpotify Technology$711,317,442$47,159,310 ▲7.1%1,930,1482.6%Business ServicesGOOGLAlphabet$709,340,781$128,445,518 ▼-15.3%4,277,0022.5%Computer and TechnologyLLYEli Lilly and Company$683,159,852$148,798,939 ▲27.8%771,1132.5%MedicalMAMastercard$683,026,135$274,494,038 ▲67.2%1,383,2042.5%Business ServicesISRGIntuitive Surgical$644,931,887$175,074,872 ▼-21.4%1,312,7852.3%MedicalGOOGAlphabet$618,171,817$135,057,587 ▼-17.9%3,697,4212.2%Computer and TechnologyGEGeneral Electric$560,947,805$164,628,077 ▲41.5%2,974,5882.0%TransportationKKRKKR & Co. Inc.$548,987,570$114,473,610 ▼-17.3%4,204,2242.0%FinanceTTTrane Technologies$543,183,703$10,168,788 ▼-1.8%1,397,3292.0%ConstructionFICOFair Isaac$507,569,683$7,492,270 ▼-1.5%261,1601.8%Computer and TechnologyWDAYWorkday$498,474,928$107,996,713 ▲27.7%2,039,5031.8%Computer and TechnologyNOWServiceNow$489,548,839$8,974,309 ▼-1.8%547,3551.8%Computer and TechnologyAMDAdvanced Micro Devices$485,254,623$238,388,551 ▲96.6%2,957,4271.7%Computer and TechnologyNFLXNetflix$455,687,535$37,396,970 ▲8.9%642,4741.6%Consumer DiscretionaryETNEaton$448,083,679$181,367,282 ▲68.0%1,351,9301.6%Industrial ProductsUBERUber Technologies$439,624,519$214,361,957 ▼-32.8%5,849,1821.6%Computer and TechnologyINTUIntuit$438,373,215$189,752,139 ▼-30.2%705,9151.6%Computer and TechnologyMELIMercadoLibre$424,041,638$424,041,638 ▲New Holding206,6521.5%Retail/WholesaleLam Research Corp$404,340,709$404,340,709 ▲New Holding495,4671.5%COMSYKStryker$383,019,051$383,019,051 ▲New Holding1,060,2311.4%MedicalCMGChipotle Mexican Grill$359,407,344$23,549,236 ▲7.0%6,237,5451.3%Retail/WholesaleASMLASML$357,367,594$34,361,564 ▼-8.8%428,8841.3%Computer and TechnologyORCLOracle$355,155,348$355,155,348 ▲New Holding2,084,2451.3%Computer and TechnologySBUXStarbucks$352,852,284$352,852,284 ▲New Holding3,619,3691.3%Retail/WholesaleTSLATesla$347,739,236$347,739,236 ▲New Holding1,329,1261.2%Auto/Tires/TrucksWCNWaste Connections$337,236,460$57,121,903 ▲20.4%1,885,8991.2%Business ServicesORLYO'Reilly Automotive$327,935,374$138,592,757 ▼-29.7%284,7651.2%Retail/WholesaleSHOPShopify$310,051,482$310,051,482 ▲New Holding3,868,8731.1%Computer and TechnologySNPSSynopsys$298,043,431$7,330,502 ▼-2.4%588,5651.1%Computer and TechnologyVMCVulcan Materials$296,140,737$296,140,737 ▲New Holding1,182,5291.1%ConstructionHLTHilton Worldwide$290,078,258$5,901,722 ▼-2.0%1,258,4741.0%Consumer DiscretionaryBSXBoston Scientific$286,654,326$101,690,462 ▼-26.2%3,420,6961.0%MedicalTXNTexas Instruments$278,055,407$275,442,090 ▲10,539.9%1,346,0591.0%Computer and TechnologyALNYAlnylam Pharmaceuticals$264,470,773$264,470,773 ▲New Holding961,6071.0%MedicalAPHAmphenol$264,177,732$264,177,732 ▲New Holding4,054,2930.9%Computer and TechnologyADBEAdobe$236,052,796$288,618,857 ▼-55.0%455,8940.8%Computer and TechnologyECLEcolab$183,493,160$49,081,065 ▼-21.1%718,6510.7%Basic MaterialsBKNGBooking$160,688,166$358,678,867 ▼-69.1%38,1490.6%Retail/WholesaleCOMPCompass$43,517,3750.0%7,122,3200.2%Computer and TechnologyOddity Tech Ltd Cl A$22,635,3320.0%560,5580.1%COMANETArista Networks$15,233,816$15,233,816 ▲New Holding39,6900.1%Computer and TechnologyRSKDRiskified$8,140,850$4,070,472 ▼-33.3%1,721,1100.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,679,136$816,827 ▼-10.9%17,7930.0%ETFPHParker-Hannifin$1,211,831$374,561,925 ▼-99.7%1,9180.0%Industrial ProductsVUGVanguard Growth ETF$971,727$274,510 ▲39.4%2,5310.0%ETFCOSTCostco Wholesale$905,137$336,065,577 ▼-99.7%1,0210.0%Retail/WholesaleVVisa$844,646$433,892,891 ▼-99.8%3,0720.0%Business ServicesUNHUnitedHealth Group$743,713$294,654,764 ▼-99.7%1,2720.0%MedicalLINDE PLC SHS$720,059$64,853 ▼-8.3%1,5100.0%COMCRMSalesforce$714,931$22,970,853 ▼-97.0%2,6120.0%Computer and TechnologyMSCIMSCI$421,458$57,127 ▼-11.9%7230.0%Computer and TechnologyADIAnalog Devices$374,026$87,925 ▼-19.0%1,6250.0%Computer and TechnologyIDXXIDEXX Laboratories$358,201$357,146,101 ▼-99.9%7090.0%MedicalMCOMoody's$336,959$24,204 ▼-6.7%7100.0%FinanceVRTXVertex Pharmaceuticals$239,981$2,790 ▼-1.1%5160.0%MedicalLRCXLam Research$0$643,659,231 ▼-100.0%00.0%Computer and TechnologyEWEdwards Lifesciences$0$486,844,398 ▼-100.0%00.0%MedicalABTAbbott Laboratories$0$300,776,848 ▼-100.0%00.0%MedicalAMEAMETEK$0$271,733,965 ▼-100.0%00.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$0$887,190 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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