Winslow Capital Management, LLC - Q4 2020 holdings

$24 Billion is the total value of Winslow Capital Management, LLC's 167 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

 Value Shares↓ Weighting
UBER NewUber Technologies Inc$430,200,0008,435,292
+100.0%
1.80%
TSLA NewTesla Inc$348,093,000493,279
+100.0%
1.45%
TWLO NewTwilio Inc Cl A$291,337,000860,670
+100.0%
1.22%
DIS NewDisney Walt Co$280,420,0001,547,738
+100.0%
1.17%
DOCU NewDocusign Inc$271,499,0001,221,321
+100.0%
1.13%
ALGN NewAlign Technology Inc$255,253,000477,663
+100.0%
1.06%
TEL NewTE Connectivity Ltd Reg$246,392,0002,035,117
+100.0%
1.03%
ABNB NewAirbnb Inc Cl A$207,488,0001,413,402
+100.0%
0.87%
CTAS NewCintas Corp$78,369,000221,719
+100.0%
0.33%
PODD NewInsulet Corp$67,881,000265,549
+100.0%
0.28%
EW NewEdwards Lifesciences$13,470,000147,652
+100.0%
0.06%
ECL NewEcolab Inc$8,390,00038,776
+100.0%
0.04%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

  • Nuveen Investments, Inc. #1
  • New York Life Investment Management LLC #2
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON.COM INC42Q3 20239.0%
VISA INC CL A42Q3 20235.1%
MasterCard Incorporated Cl A42Q3 20234.2%
UNITEDHEALTH GROUP INC COM41Q3 20234.3%
ZOETIS INC CL A41Q3 20232.8%
APPLE INC40Q3 20238.0%
Salesforce Inc39Q3 20234.7%
NIKE INC CL B38Q2 20233.3%
Meta Platforms Inc37Q3 20234.7%
SERVICENOW INC COM36Q3 20233.7%

View Winslow Capital Management, LLC's complete holdings history.

Latest significant ownerships (13-D/G)
Winslow Capital Management, LLC Q4 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
COSTAR GROUP INCFebruary 13, 2019474,4341.3%
IQVIA HOLDINGS INC.Sold outFebruary 14, 201800.0%
Quintiles IMS Holdings, Inc.February 13, 20171390.0%
FIRST DATA CORPSold outJune 02, 201600.0%
Envision Healthcare Holdings, Inc.Sold outJanuary 07, 201600.0%
Inovalon Holdings, Inc.Sold outNovember 03, 201500.0%
Ulta Salon, Cosmetics & Fragrance, Inc.December 05, 20143,214,6005.0%
CBS OUTDOOR AMERICAS INC.Sold outSeptember 12, 201400.0%
FMC TECHNOLOGIES INCSold outNovember 04, 201300.0%
CONCHO RESOURCES INCSold outJanuary 04, 201300.0%

View Winslow Capital Management, LLC's complete significant-ownership history.

Latest filings
TypeFiled
D/A2024-04-19
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-11
D/A2023-05-01
13F-HR2023-02-10
13F-HR2022-11-14
13F-HR/A2022-08-12
13F-HR2022-08-12

View Winslow Capital Management, LLC's complete filings history.

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