Filed: 5/11/2023ACC: 0000900973-23-000004
📋 What this filing means
WINSLOW CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $19.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$19.60B
Total AUM (reported)
109.94M
Total Shares
Allocation by class
COM$19.57B99.9%
ETF-EQUITY$24.29M0.1%
Portfolio Concentration
Top 3$3.80B19.4%
4–10$4.68B23.9%
11–25$6.59B33.7%
Rest$4.52B23.1%
Top 3 weight
19.4%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 109.94M
Sole
Full voting authority
48.61M
shares
% of voting shares44.2%
Shared
Joint voting authority
60.22M
shares
% of voting shares54.8%
None
No voting authority
1.10M
shares
% of voting shares1.0%
Investment Discretion (by position count)
Sole55
Shared0
Other0
Dominant voting typeShared · 54.8% of voting shares
Institutional Holdings55
Rows:
Microsoft Corp
SOLEShares5.28M
TypeSH
Market value$1.52B
7.76%
Sole
1.83M
Shared
3.38M
None
69.69K
Apple Inc
SOLEShares7.93M
TypeSH
Market value$1.31B
6.67%
Sole
2.48M
Shared
5.35M
None
95.33K
Nvidia Corp
SOLEShares3.48M
TypeSH
Market value$966.75M
4.93%
Sole
1.10M
Shared
2.33M
None
42.48K
Unitedhealth Group Inc
SOLEShares1.80M
TypeSH
Market value$848.69M
4.33%
Sole
562.22K
Shared
1.21M
None
20.08K
Servicenow Inc
SOLEShares1.49M
TypeSH
Market value$691.75M
3.53%
Sole
470.11K
Shared
1M
None
18.25K
Chipotle Mexican Grill
SOLEShares379K
TypeSH
Market value$647.44M
3.30%
Sole
118.39K
Shared
256.04K
None
4.56K
Intuit
SOLEShares1.45M
TypeSH
Market value$645.31M
3.29%
Sole
458.41K
Shared
971.37K
None
17.67K
Analog Devices Inc
SOLEShares3.19M
TypeSH
Market value$630.07M
3.22%
Sole
1M
Shared
2.16M
None
39.16K
Intuitive Surgical Inc
SOLEShares2.39M
TypeSH
Market value$610.28M
3.11%
Sole
758.06K
Shared
1.60M
None
30.45K
Mastercard Inc
SOLEShares1.68M
TypeSH
Market value$610.04M
3.11%
Sole
541.36K
Shared
1.12M
None
20.35K
Visa Inc
SOLEShares2.52M
TypeSH
Market value$568.64M
2.90%
Sole
807.54K
Shared
1.68M
None
30.74K
ASML Holding NV NY Registry
SOLEShares831.75K
TypeSH
Market value$566.18M
2.89%
Sole
258.18K
Shared
564.28K
None
9.29K
Costco Wholesale Corp
SOLEShares1.13M
TypeSH
Market value$560.01M
2.86%
Sole
352.58K
Shared
760.80K
None
13.70K
Alphabet Inc Cl A
SOLEShares4.52M
TypeSH
Market value$468.83M
2.39%
Sole
1.46M
Shared
3M
None
56.92K
Alphabet Inc Cl C
SOLEShares4.47M
TypeSH
Market value$465.29M
2.37%
Sole
1.43M
Shared
2.99M
None
56.36K
Veeva Systems Inc Cl A
SOLEShares2.52M
TypeSH
Market value$463.68M
2.37%
Sole
800.47K
Shared
1.69M
None
32.23K
Palo Alto Networks Inc
SOLEShares2.29M
TypeSH
Market value$456.42M
2.33%
Sole
723.23K
Shared
1.53M
None
27.99K
Lam Research Corp
SOLEShares844.92K
TypeSH
Market value$447.91M
2.29%
Sole
269.28K
Shared
565.34K
None
10.30K
Linde PLC
SOLEShares1.22M
TypeSH
Market value$433.60M
2.21%
Sole
377.89K
Shared
827.67K
None
14.32K
Hilton Worldwide Holding
SOLEShares3.07M
TypeSH
Market value$431.78M
2.20%
Sole
978.76K
Shared
2.05M
None
37.28K
McDonald's Corp
SOLEShares1.35M
TypeSH
Market value$376.45M
1.92%
Sole
425.34K
Shared
904.54K
None
16.46K
Lululemon Athletica Inc
SOLEShares1.01M
TypeSH
Market value$367.55M
1.88%
Sole
315.29K
Shared
681.84K
None
12.10K
Workday Inc
SOLEShares1.76M
TypeSH
Market value$363.08M
1.85%
Sole
567.24K
Shared
1.17M
None
21.29K
Agilent Technologies Inc
SOLEShares2.27M
TypeSH
Market value$314.43M
1.60%
Sole
720.71K
Shared
1.53M
None
24.35K
Uber Technologies Inc
SOLEShares9.79M
TypeSH
Market value$310.44M
1.58%
Sole
2.97M
Shared
6.70M
None
118.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 5.28M | SH | $1.52B 7.76% | 1.83M | 3.38M | 69.69K |
Apple IncSOLE | COM | 7.93M | SH | $1.31B 6.67% | 2.48M | 5.35M | 95.33K |
Nvidia CorpSOLE | COM | 3.48M | SH | $966.75M 4.93% | 1.10M | 2.33M | 42.48K |
Unitedhealth Group IncSOLE | COM | 1.80M | SH | $848.69M 4.33% | 562.22K | 1.21M | 20.08K |
Servicenow IncSOLE | COM | 1.49M | SH | $691.75M 3.53% | 470.11K | 1M | 18.25K |
Chipotle Mexican GrillSOLE | COM | 379K | SH | $647.44M 3.30% | 118.39K | 256.04K | 4.56K |
IntuitSOLE | COM | 1.45M | SH | $645.31M 3.29% | 458.41K | 971.37K | 17.67K |
Analog Devices IncSOLE | COM | 3.19M | SH | $630.07M 3.22% | 1M | 2.16M | 39.16K |
Intuitive Surgical IncSOLE | COM | 2.39M | SH | $610.28M 3.11% | 758.06K | 1.60M | 30.45K |
Mastercard IncSOLE | COM | 1.68M | SH | $610.04M 3.11% | 541.36K | 1.12M | 20.35K |
Visa IncSOLE | COM | 2.52M | SH | $568.64M 2.90% | 807.54K | 1.68M | 30.74K |
ASML Holding NV NY RegistrySOLE | COM | 831.75K | SH | $566.18M 2.89% | 258.18K | 564.28K | 9.29K |
Costco Wholesale CorpSOLE | COM | 1.13M | SH | $560.01M 2.86% | 352.58K | 760.80K | 13.70K |
Alphabet Inc Cl ASOLE | COM | 4.52M | SH | $468.83M 2.39% | 1.46M | 3M | 56.92K |
Alphabet Inc Cl CSOLE | COM | 4.47M | SH | $465.29M 2.37% | 1.43M | 2.99M | 56.36K |
Veeva Systems Inc Cl ASOLE | COM | 2.52M | SH | $463.68M 2.37% | 800.47K | 1.69M | 32.23K |
Palo Alto Networks IncSOLE | COM | 2.29M | SH | $456.42M 2.33% | 723.23K | 1.53M | 27.99K |
Lam Research CorpSOLE | COM | 844.92K | SH | $447.91M 2.29% | 269.28K | 565.34K | 10.30K |
Linde PLCSOLE | COM | 1.22M | SH | $433.60M 2.21% | 377.89K | 827.67K | 14.32K |
Hilton Worldwide HoldingSOLE | COM | 3.07M | SH | $431.78M 2.20% | 978.76K | 2.05M | 37.28K |
McDonald's CorpSOLE | COM | 1.35M | SH | $376.45M 1.92% | 425.34K | 904.54K | 16.46K |
Lululemon Athletica IncSOLE | COM | 1.01M | SH | $367.55M 1.88% | 315.29K | 681.84K | 12.10K |
Workday IncSOLE | COM | 1.76M | SH | $363.08M 1.85% | 567.24K | 1.17M | 21.29K |
Agilent Technologies IncSOLE | COM | 2.27M | SH | $314.43M 1.60% | 720.71K | 1.53M | 24.35K |
Uber Technologies IncSOLE | COM | 9.79M | SH | $310.44M 1.58% | 2.97M | 6.70M | 118.10K |
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