0000900973-14-000018.txt : 20140813 0000900973-14-000018.hdr.sgml : 20140812 20140812115844 ACCESSION NUMBER: 0000900973-14-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140812 DATE AS OF CHANGE: 20140812 EFFECTIVENESS DATE: 20140812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Winslow Capital Management, LLC CENTRAL INDEX KEY: 0000900973 IRS NUMBER: 900860898 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03676 FILM NUMBER: 141033045 BUSINESS ADDRESS: STREET 1: 4720 IDS TOWER STREET 2: 80 SOUTH 8TH ST CITY: MINNEAPOLIS STATE: MN ZIP: 55402 BUSINESS PHONE: 6123769122 MAIL ADDRESS: STREET 1: 4720 IDS TOWER STREET 2: 80 SOUTH 8TH ST CITY: MINNEAPOLIS STATE: MN ZIP: 55402 FORMER COMPANY: FORMER CONFORMED NAME: WINSLOW CAPITAL MANAGEMENT INC /MN DATE OF NAME CHANGE: 19990322 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000900973 XXXXXXXX 06-30-2014 06-30-2014 Winslow Capital Management, LLC

4720 IDS TOWER 80 SOUTH 8TH ST MINNEAPOLIS MN 55402

13F COMBINATION REPORT 028-03676 028-05819 United Services Automobile Association N Stacey Newstrum 612-376-9100 Stacey Newstrum Minneapolis MN 08-12-2014 3 207 32827214 false 1 028-11405 Nuveen Investments, Inc. 2 028-12567 Mercer Investment Management, Inc. 3 028-06325 New York Life Investment Management LLC INFORMATION TABLE 2 r13f2q14h.xml WINSLOW CAPITAL MANAGEMENT LLC 13F 6-30-14 ABBVIE INC COM 00287Y109 102050 1808106 SH SOLE 0 1276763 0 531343 ABBVIE INC COM 00287Y109 27740 491500 SH DFND 1 491500 0 0 ABBVIE INC COM 00287Y109 224614 3979700 SH OTR 2,3 0 3979700 0 ALEXION PHARMA COM 015351109 131111 839112 SH SOLE 0 596795 0 242317 ALEXION PHARMA COM 015351109 35058 224370 SH DFND 1 224370 0 0 ALEXION PHARMA COM 015351109 282805 1809950 SH OTR 2,3 0 1809950 0 AMAZON COM COM 023135106 156841 482915 SH SOLE 0 340908 0 142007 AMAZON COM COM 023135106 42774 131700 SH DFND 1 131700 0 0 AMAZON COM COM 023135106 345598 1064100 SH OTR 2,3 0 1064100 0 AMERICAN EXPRESS COM 025816109 123246 1299102 SH SOLE 0 924292 0 374810 AMERICAN EXPRESS COM 025816109 32626 343900 SH DFND 1 343900 0 0 AMERICAN EXPRESS COM 025816109 264148 2784315 SH OTR 2,3 0 2784315 0 AMERICAN TOWER REIT 03027X100 188370 2093456 SH SOLE 0 1478258 0 615198 AMERICAN TOWER REIT 03027X100 51020 567020 SH DFND 1 567020 0 0 AMERICAN TOWER REIT 03027X100 413191 4592030 SH OTR 2,3 0 4592030 0 AMGEN INC COM 031162100 102694 867569 SH SOLE 0 620729 0 246840 AMGEN INC COM 031162100 26796 226375 SH DFND 1 226375 0 0 AMGEN INC COM 031162100 217043 1833600 SH OTR 2,3 0 1833600 0 APPLE INC COM 037833100 348257 3747517 SH SOLE 0 2655723 0 1091794 APPLE INC COM 037833100 93581 1007000 SH DFND 1 1007000 0 0 APPLE INC COM 037833100 756627 8141900 SH OTR 2,3 0 8141900 0 APPLIED MATERIALS COM 038222105 108970 4832412 SH SOLE 0 3464985 0 1367427 APPLIED MATERIALS COM 038222105 28352 1257300 SH DFND 1 1257300 0 0 APPLIED MATERIALS COM 038222105 229616 10182515 SH OTR 2,3 0 10182515 0 ARM HOLDINGS ADR 042068106 117274 2592266 SH SOLE 0 1846741 0 745525 ARM HOLDINGS ADR 042068106 31066 686700 SH DFND 1 686700 0 0 ARM HOLDINGS ADR 042068106 251605 5561565 SH OTR 2,3 0 5561565 0 BAIDU.COM ADR 056752108 188262 1007773 SH SOLE 0 722426 0 285347 BAIDU.COM ADR 056752108 51485 275600 SH DFND 1 275600 0 0 BAIDU.COM ADR 056752108 415269 2222950 SH OTR 2,3 0 2222950 0 BIOMARIN PHARMA COM 09061G101 6 104 SH SOLE 0 104 0 0 BRISTOL MYERS SQUIBB C COM 110122108 1 13 SH SOLE 0 0 0 13 BIOGEN IDEC COM 09062X103 146743 465393 SH SOLE 0 331486 0 133907 BIOGEN IDEC COM 09062X103 38633 122525 SH DFND 1 122525 0 0 BIOGEN IDEC COM 09062X103 314298 996790 SH OTR 2,3 0 996790 0 BLACKROCK COM 09247X101 168665 527738 SH SOLE 0 372910 0 154828 BLACKROCK COM 09247X101 45465 142255 SH DFND 1 142255 0 0 BLACKROCK COM 09247X101 368315 1152425 SH OTR 2,3 0 1152425 0 BORGWARNER COM 099724106 122550 1879883 SH SOLE 0 1337435 0 542448 BORGWARNER COM 099724106 32566 499560 SH DFND 1 499560 0 0 BORGWARNER COM 099724106 263712 4045280 SH OTR 2,3 0 4045280 0 CBS CORP CL B COM 124857202 96638 1555167 SH SOLE 0 1106224 0 448943 CBS CORP CL B COM 124857202 25689 413400 SH DFND 1 413400 0 0 CBS CORP CL B COM 124857202 208349 3352900 SH OTR 2,3 0 3352900 0 CELGENE CORP COM 151020104 273029 3179200 SH SOLE 0 2261142 0 918058 CELGENE CORP COM 151020104 72796 847650 SH DFND 1 847650 0 0 CELGENE CORP COM 151020104 588367 6851040 SH OTR 2,3 0 6851040 0 CERNER CORP COM 156782104 98271 1905207 SH SOLE 0 1352107 0 553100 CERNER CORP COM 156782104 26317 510220 SH DFND 1 510220 0 0 CERNER CORP COM 156782104 213655 4142200 SH OTR 2,3 0 4142200 0 CHIPOTLE MEXICAN GRILL COM 169656105 80861 136471 SH SOLE 0 99438 0 37033 CHIPOTLE MEXICAN GRILL COM 169656105 20154 34015 SH DFND 1 34015 0 0 CHIPOTLE MEXICAN GRILL COM 169656105 163053 275190 SH OTR 2,3 0 275190 0 COGNIZANT TECHNOLOGY COM 192446102 108506 2218479 SH SOLE 0 1577465 0 641014 COGNIZANT TECHNOLOGY COM 192446102 28776 588340 SH DFND 1 588340 0 0 COGNIZANT TECHNOLOGY COM 192446102 233007 4763990 SH OTR 2,3 0 4763990 0 CONCHO RESOURCES INC COM 20605P101 125981 871840 SH SOLE 0 615441 0 256399 CONCHO RESOURCES INC COM 20605P101 34290 237300 SH DFND 1 237300 0 0 CONCHO RESOURCES INC COM 20605P101 277007 1917000 SH OTR 2,3 0 1917000 0 COSTAR GROUP INC COM 22160N109 39651 250690 SH SOLE 0 176361 0 74329 COSTAR GROUP INC COM 22160N109 10882 68800 SH DFND 1 68800 0 0 COSTAR GROUP INC COM 22160N109 87626 554000 SH OTR 2,3 0 554000 0 COSTCO WHOLESALE COM 22160K105 109087 947260 SH SOLE 0 669649 0 277611 COSTCO WHOLESALE COM 22160K105 29535 256470 SH DFND 1 256470 0 0 COSTCO WHOLESALE COM 22160K105 239205 2077150 SH OTR 2,3 0 2077150 0 CVS CAREMARK COM 126650100 107581 1427374 SH SOLE 0 1024580 0 402794 CVS CAREMARK COM 126650100 27887 370000 SH DFND 1 370000 0 0 CVS CAREMARK COM 126650100 225778 2995600 SH OTR 2,3 0 2995600 0 DANAHER CORP COM 235851102 253982 3225994 SH SOLE 0 2307179 0 918815 DANAHER CORP COM 235851102 66253 841520 SH DFND 1 841520 0 0 DANAHER CORP COM 235851102 536586 6815520 SH OTR 2,3 0 6815520 0 DELTA AIR LINES COM 247361702 89480 2310960 SH SOLE 0 1630143 0 680817 DELTA AIR LINES COM 247361702 24223 625600 SH DFND 1 625600 0 0 DELTA AIR LINES COM 247361702 196148 5065800 SH OTR 2,3 0 5065800 0 DISNEY WALT COM 254687106 129349 1508616 SH SOLE 0 1065713 0 442903 DISNEY WALT COM 254687106 35033 408600 SH DFND 1 408600 0 0 DISNEY WALT COM 254687106 283722 3309100 SH OTR 2,3 0 3309100 0 DOLLAR GENERAL COM 256677105 145130 2530154 SH SOLE 0 1811835 0 718319 DOLLAR GENERAL COM 256677105 37972 662000 SH DFND 1 662000 0 0 DOLLAR GENERAL COM 256677105 306897 5350365 SH OTR 2,3 0 5350365 0 EBAY INC COM 278642103 5 109 SH SOLE 0 109 0 0 ECOLAB INC COM 278865100 106212 953946 SH SOLE 0 680438 0 273508 ECOLAB INC COM 278865100 27969 251200 SH DFND 1 251200 0 0 ECOLAB INC COM 278865100 226437 2033740 SH OTR 2,3 0 2033740 0 EXPRESS SCRIPTS COM 30219G108 9 123 SH SOLE 0 123 0 0 FACEBOOK COM 30303M102 221779 3295860 SH SOLE 0 2349639 0 946221 FACEBOOK COM 30303M102 58684 872100 SH DFND 1 872100 0 0 FACEBOOK COM 30303M102 475268 7062985 SH OTR 2,3 0 7062985 0 FIREEYE INC COM 31816Q101 75313 1857290 SH SOLE 0 1326509 0 530781 FIREEYE INC COM 31816Q101 19837 489200 SH DFND 1 489200 0 0 FIREEYE INC COM 31816Q101 160493 3957900 SH OTR 2,3 0 3957900 0 GENERAL MILLS INC COM 370334104 0 1 SH SOLE 0 0 0 1 GILEAD SCIENCES COM 375558103 173529 2092973 SH SOLE 0 1484603 0 608370 GILEAD SCIENCES COM 375558103 46496 560800 SH DFND 1 560800 0 0 GILEAD SCIENCES COM 375558103 376221 4537700 SH OTR 2,3 0 4537700 0 GOOGLE INC - CLASS A COM 38259P508 215071 367850 SH SOLE 0 260744 0 107106 GOOGLE INC - CLASS A COM 38259P508 57593 98505 SH DFND 1 98505 0 0 GOOGLE INC - CLASS A COM 38259P508 466052 797120 SH OTR 2,3 0 797120 0 GOOGLE INC - CLASS C COM 38259P706 211951 368431 SH SOLE 0 261110 0 107321 GOOGLE INC - CLASS C COM 38259P706 56777 98695 SH DFND 1 98695 0 0 GOOGLE INC - CLASS C COM 38259P706 459407 798580 SH OTR 2,3 0 798580 0 HILTON WORLDWIDE COM 43300A104 110106 4725565 SH SOLE 0 3340924 0 1384641 HILTON WORLDWIDE COM 43300A104 29810 1279400 SH DFND 1 1279400 0 0 HILTON WORLDWIDE COM 43300A104 241169 10350595 SH OTR 2,3 0 10350595 0 IMS HEALTH HOLDINGS INC COM 44970B109 55540 2162755 SH SOLE 0 1547937 0 614818 IMS HEALTH HOLDINGS INC COM 44970B109 14543 566300 SH DFND 1 566300 0 0 IMS HEALTH HOLDINGS INC COM 44970B109 117553 4577600 SH OTR 2,3 0 4577600 0 LIBERTY GLOBAL PLC C COM G5480U120 141709 3349307 SH SOLE 0 2428319 0 920988 LIBERTY GLOBAL PLC C COM G5480U120 38083 900100 SH DFND 1 900100 0 0 LIBERTY GLOBAL PLC C COM G5480U120 308406 7289200 SH OTR 2,3 0 7289200 0 LOWES COS INC COM 548661107 9 190 SH SOLE 0 190 0 0 MASTERCARD COM 57636Q104 170347 2318597 SH SOLE 0 1643701 0 674896 MASTERCARD COM 57636Q104 45728 622400 SH DFND 1 622400 0 0 MASTERCARD COM 57636Q104 370307 5040250 SH OTR 2,3 0 5040250 0 MCKESSON CORP COM 58155Q103 129099 693300 SH SOLE 0 491535 0 201765 MCKESSON CORP COM 58155Q103 34673 186205 SH DFND 1 186205 0 0 MCKESSON CORP COM 58155Q103 280780 1507865 SH OTR 2,3 0 1507865 0 MGM RESORTS INTERNATIONAL COM 552953101 76408 2894271 SH SOLE 0 2045662 0 848609 MGM RESORTS INTERNATIONAL COM 552953101 21241 804600 SH DFND 1 804600 0 0 MGM RESORTS INTERNATIONAL COM 552953101 171901 6511400 SH OTR 2,3 0 6511400 0 MICHAEL KORS HOLDINGS LTD COM G60754101 94074 1061184 SH SOLE 0 749528 0 311656 MICHAEL KORS HOLDINGS LTD COM G60754101 25451 287100 SH DFND 1 287100 0 0 MICHAEL KORS HOLDINGS LTD COM G60754101 206148 2325415 SH OTR 2,3 0 2325415 0 MONSANTO COM 61166W101 313235 2511105 SH SOLE 0 1790151 0 720954 MONSANTO COM 61166W101 82690 662900 SH DFND 1 662900 0 0 MONSANTO COM 61166W101 668319 5357700 SH OTR 2,3 0 5357700 0 MORGAN STANLEY COM 617446448 128292 3968215 SH SOLE 0 2812020 0 1156195 MORGAN STANLEY COM 617446448 34480 1066500 SH DFND 1 1066500 0 0 MORGAN STANLEY COM 617446448 279247 8637400 SH OTR 2,3 0 8637400 0 NIELSEN HOLDINGS NV COM N63218106 120625 2491738 SH SOLE 0 1799410 0 692328 NIELSEN HOLDINGS NV COM N63218106 32619 673800 SH DFND 1 673800 0 0 NIELSEN HOLDINGS NV COM N63218106 264237 5458305 SH OTR 2,3 0 5458305 0 NIKE INC CL B COM 654106103 139620 1800389 SH SOLE 0 1277044 0 523345 NIKE INC CL B COM 654106103 37340 481500 SH DFND 1 481500 0 0 NIKE INC CL B COM 654106103 302411 3899560 SH OTR 2,3 0 3899560 0 NOBLE ENERGY COM 655044105 101537 1310830 SH SOLE 0 931545 0 379285 NOBLE ENERGY COM 655044105 27065 349400 SH DFND 1 349400 0 0 NOBLE ENERGY COM 655044105 219207 2829935 SH OTR 2,3 0 2829935 0 ORACLE CORP COM 68389X105 106355 2624121 SH SOLE 0 1865117 0 759004 ORACLE CORP COM 68389X105 28286 697900 SH DFND 1 697900 0 0 ORACLE CORP COM 68389X105 229420 5660500 SH OTR 2,3 0 5660500 0 PIONEER NATURAL RESOURCES COM 723787107 112499 489530 SH SOLE 0 346649 0 142881 PIONEER NATURAL RESOURCES COM 723787107 30191 131375 SH DFND 1 131375 0 0 PIONEER NATURAL RESOURCES COM 723787107 244667 1064650 SH OTR 2,3 0 1064650 0 PRECISION CASTPARTS COM 740189105 158412 627622 SH SOLE 0 445303 0 182319 PRECISION CASTPARTS COM 740189105 42176 167100 SH DFND 1 167100 0 0 PRECISION CASTPARTS COM 740189105 340374 1348550 SH OTR 2,3 0 1348550 0 PRICELINE.COM COM 741503403 280711 233342 SH SOLE 0 167010 0 66332 PRICELINE.COM COM 741503403 73654 61225 SH DFND 1 61225 0 0 PRICELINE.COM COM 741503403 594258 493980 SH OTR 2,3 0 493980 0 QUALCOMM INC COM 747525103 11 136 SH SOLE 0 136 0 0 RANGE RES CORP COM 75281A109 83949 965486 SH SOLE 0 688174 0 277312 RANGE RES CORP COM 75281A109 22181 255100 SH DFND 1 255100 0 0 RANGE RES CORP COM 75281A109 179661 2066260 SH OTR 2,3 0 2066260 0 REGENERON PHARMA COM 75886F107 2 7 SH SOLE 0 7 0 0 SALESFORCE.COM INC COM 79466L302 199862 3441156 SH SOLE 0 2453686 0 987470 SALESFORCE.COM INC COM 79466L302 52906 910918 SH DFND 1 910918 0 0 SALESFORCE.COM INC COM 79466L302 428491 7377592 SH OTR 2,3 0 7377592 0 SBA COMM CORP COM 78388J106 155516 1520190 SH SOLE 0 1090116 0 430074 SBA COMM CORP COM 78388J106 40516 396050 SH DFND 1 396050 0 0 SBA COMM CORP COM 78388J106 328080 3207040 SH OTR 2,3 0 3207040 0 SCHLUMBERGER LTD COM 806857108 179420 1521151 SH SOLE 0 1068482 0 452669 SCHLUMBERGER LTD COM 806857108 49268 417700 SH DFND 1 417700 0 0 SCHLUMBERGER LTD COM 806857108 399438 3386500 SH OTR 2,3 0 3386500 0 SCHWAB (CHARLES) CORP COM 808513105 99212 3684072 SH SOLE 0 2587039 0 1097033 SCHWAB (CHARLES) CORP COM 808513105 27288 1013300 SH DFND 1 1013300 0 0 SCHWAB (CHARLES) CORP COM 808513105 221017 8207095 SH OTR 2,3 0 8207095 0 SERVICENOW INC COM 81762P102 67921 1096201 SH SOLE 0 776983 0 319218 SERVICENOW INC COM 81762P102 18346 296100 SH DFND 1 296100 0 0 SERVICENOW INC COM 81762P102 147861 2386400 SH OTR 2,3 0 2386400 0 STARBUCKS CORP COM 855244109 240705 3110695 SH SOLE 0 2221354 0 889341 STARBUCKS CORP COM 855244109 63452 820000 SH DFND 1 820000 0 0 STARBUCKS CORP COM 855244109 513826 6640300 SH OTR 2,3 0 6640300 0 TESLA MOTORS INC COM 88160R101 14817 61720 SH SOLE 0 38000 0 23720 TESLA MOTORS INC COM 88160R101 5362 22335 SH DFND 1 22335 0 0 TESLA MOTORS INC COM 88160R101 43294 180345 SH OTR 2,3 0 180345 0 TRIPADVISOR INC COM 896945201 73015 671956 SH SOLE 0 485333 0 186623 TRIPADVISOR INC COM 896945201 18581 171000 SH DFND 1 171000 0 0 TRIPADVISOR INC COM 896945201 150516 1385200 SH OTR 2,3 0 1385200 0 TWENTY-FIRST CENTURY FOX COM 90130A101 231067 6573745 SH SOLE 0 4679672 0 1894073 TWENTY-FIRST CENTURY FOX COM 90130A101 61534 1750600 SH DFND 1 1750600 0 0 TWENTY-FIRST CENTURY FOX COM 90130A101 498318 14176885 SH OTR 2,3 0 14176885 0 TWITTER INC COM 90184L102 67173 1639571 SH SOLE 0 1169847 0 469724 TWITTER INC COM 90184L102 17724 432600 SH DFND 1 432600 0 0 TWITTER INC COM 90184L102 143338 3498600 SH OTR 2,3 0 3498600 0 ULTA SALON COM 90384S303 93395 1021712 SH SOLE 0 722529 0 299183 ULTA SALON COM 90384S303 25257 276300 SH DFND 1 276300 0 0 ULTA SALON COM 90384S303 204555 2237770 SH OTR 2,3 0 2237770 0 UNION PACIFIC COM 907818108 413817 4148545 SH SOLE 0 2955050 0 1193495 UNION PACIFIC COM 907818108 107993 1082632 SH DFND 1 1082632 0 0 UNION PACIFIC COM 907818108 880947 8831544 SH OTR 2,3 0 8831544 0 UNITED TECHNOLOGIES CORP COM 913017109 101030 875092 SH SOLE 0 626080 0 249012 UNITED TECHNOLOGIES CORP COM 913017109 27215 235730 SH DFND 1 235730 0 0 UNITED TECHNOLOGIES CORP COM 913017109 220463 1909600 SH OTR 2,3 0 1909600 0 UNITEDHEALTH GROUP INC COM 91324P102 103257 1263087 SH SOLE 0 900666 0 362421 UNITEDHEALTH GROUP INC COM 91324P102 27260 333450 SH DFND 1 333450 0 0 UNITEDHEALTH GROUP INC COM 91324P102 220905 2702200 SH OTR 2,3 0 2702200 0 VALEANT PHARMA COM 91911K102 4 29 SH SOLE 0 29 0 0 VISA INC COM 92826C839 338076 1604463 SH SOLE 0 1143132 0 461331 VISA INC COM 92826C839 89324 423920 SH DFND 1 423920 0 0 VISA INC COM 92826C839 723400 3433155 SH OTR 2,3 0 3433155 0 WORKDAY INC COM 98138H101 121716 1354512 SH SOLE 0 961254 0 393258 WORKDAY INC COM 98138H101 32655 363400 SH DFND 1 363400 0 0 WORKDAY INC COM 98138H101 253396 2819900 SH OTR 2,3 0 2819900 0 ZOETIS INC COM 98978V103 99061 3069749 SH SOLE 0 2168754 0 900995 ZOETIS INC COM 98978V103 26803 830600 SH DFND 1 830600 0 0 ZOETIS INC COM 98978V103 217106 6727800 SH OTR 2,3 0 6727800 0