Westfield Capital Management Co Lp Top Holdings and 13F Report (2024) → The new masters of energy (From Porter & Company) (Ad) About Westfield Capital Management Co LpInvestment ActivityWestfield Capital Management Co Lp has $19.05 billion in total holdings as of March 31, 2024.Westfield Capital Management Co Lp owns shares of 244 different stocks, but just 108 companies or ETFs make up 80% of its holdings.Approximately 12.56% of the portfolio was purchased this quarter.About 12.74% of the portfolio was sold this quarter.This quarter, Westfield Capital Management Co Lp has purchased 239 new stocks and bought additional shares in 83 stocks.Westfield Capital Management Co Lp sold shares of 117 stocks and completely divested from 27 stocks this quarter.Largest Holdings Microsoft $640,726,963Ascendis Pharma A/S $616,050,091Apple $555,123,085NVIDIA $542,105,984Amazon.com $475,018,570 Largest New Holdings this Quarter Taiwan Semiconductor Manufacturing $116,246,324 HoldingCOOPER COS INC $78,831,478 HoldingCoherent $68,487,082 HoldingON $65,897,727 HoldingMicroStrategy $60,891,997 Holding Largest Purchases this Quarter Vertiv 1,563,466 shares (about $127.69M)Apple 744,383 shares (about $127.65M)Taiwan Semiconductor Manufacturing 854,438 shares (about $116.25M)NXP Semiconductors 339,678 shares (about $84.16M)COOPER COS INC 776,971 shares (about $78.83M) Largest Sales this Quarter Marvell Technology 2,390,713 shares (about $169.45M)Eli Lilly and Company 140,005 shares (about $108.92M)Watsco 159,978 shares (about $69.11M)Saia 117,327 shares (about $68.64M)Tapestry 1,033,482 shares (about $49.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestfield Capital Management Co Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$640,726,963$14,707,947 ▼-2.2%1,522,9303.4%Computer and TechnologyASNDAscendis Pharma A/S$616,050,091$6,739,158 ▲1.1%4,075,2143.2%MedicalAAPLApple$555,123,085$127,646,790 ▲29.9%3,237,2472.9%Computer and TechnologyNVDANVIDIA$542,105,984$3,735,316 ▲0.7%599,9672.8%Computer and TechnologyAMZNAmazon.com$475,018,570$53,849,194 ▲12.8%2,633,4332.5%Retail/WholesaleGOOGLAlphabet$446,243,521$44,027,032 ▼-9.0%2,956,6262.3%Computer and TechnologyTDGTransDigm Group$388,415,162$5,912,920 ▼-1.5%315,3742.0%AerospaceMETAMeta Platforms$341,160,645$10,609,435 ▼-3.0%702,5841.8%Computer and TechnologyBLDRBuilders FirstSource$288,066,870$7,367,448 ▼-2.5%1,381,2841.5%Retail/WholesaleVVisa$284,659,924$18,509,981 ▼-6.1%1,019,9941.5%Business ServicesVRTVertiv$277,618,511$127,688,253 ▲85.2%3,399,2721.5%Computer and TechnologyAXONAxon Enterprise$221,927,507$7,013,200 ▼-3.1%709,3061.2%Industrial ProductsNOWServiceNow$214,530,178$11,330,787 ▼-5.0%281,3881.1%Computer and TechnologyDXCMDexCom$213,523,274$44,082,334 ▼-17.1%1,539,4611.1%MedicalFIXComfort Systems USA$211,924,008$76,398,453 ▲56.4%667,0361.1%ConstructionUNHUnitedHealth Group$211,057,365$4,175,269 ▼-1.9%426,6371.1%MedicalICLRICON Public$180,365,676$7,378,799 ▼-3.9%536,8830.9%MedicalCRMSalesforce$177,866,048$5,286,311 ▼-2.9%590,5640.9%Computer and TechnologyAMEAMETEK$174,414,030$4,798,748 ▼-2.7%953,6030.9%Computer and TechnologyOPCHOption Care Health$173,448,253$23,097,422 ▲15.4%5,171,3850.9%MedicalMHOM/I Homes$166,272,301$4,846,200 ▲3.0%1,219,9890.9%ConstructionLECOLincoln Electric$165,127,144$10,574,961 ▼-6.0%646,4420.9%Industrial ProductsABBVAbbVie$161,555,299$8,638,824 ▲5.6%887,1790.8%MedicalCSGPCoStar Group$159,137,822$24,004,431 ▲17.8%1,647,3890.8%Computer and TechnologySAIASaia$151,562,970$68,636,295 ▼-31.2%259,0820.8%TransportationNICENICE$148,927,718$2,036,225 ▼-1.3%571,4360.8%Computer and TechnologyHDHome Depot$143,775,880$2,697,474 ▼-1.8%374,8070.8%Retail/WholesaleUBERUber Technologies$136,093,156$712,158 ▼-0.5%1,767,6730.7%Computer and TechnologyAVTRAvantor$134,094,569$4,467,258 ▼-3.2%5,244,2150.7%MedicalWSCWillScot Mobile Mini$127,970,930$1,506,926 ▲1.2%2,752,0630.7%Consumer DiscretionaryPGRProgressive$127,692,823$8,398,966 ▲7.0%617,4100.7%FinanceLEGNLegend Biotech$125,628,902$25,999,225 ▲26.1%2,239,7740.7%MedicalCPRTCopart$125,514,485$20,085,612 ▲19.1%2,167,0320.7%Business ServicesCOSTCostco Wholesale$124,002,220$11,641,509 ▼-8.6%169,2560.7%Retail/WholesaleLNTHLantheus$121,867,040$24,574,655 ▲25.3%1,958,0180.6%MedicalHUBSHubSpot$121,826,409$1,520,661 ▲1.3%194,4370.6%Computer and TechnologyFLYWFlywire$120,018,152$11,183,356 ▲10.3%4,837,4910.6%Business ServicesTSMTaiwan Semiconductor Manufacturing$116,246,324$116,246,324 ▲New Holding854,4380.6%Computer and TechnologySTZConstellation Brands$116,085,189$2,227,072 ▼-1.9%427,1610.6%Consumer StaplesINSPInspire Medical Systems$115,620,168$1,573,337 ▼-1.3%538,2940.6%MedicalGPNGlobal Payments$115,448,151$424,370 ▼-0.4%863,7450.6%Business ServicesCDNSCadence Design Systems$115,383,737$3,897,538 ▼-3.3%370,6750.6%Computer and TechnologyWINGWingstop$115,349,315$23,743,453 ▲25.9%314,8180.6%Retail/WholesaleTXRHTexas Roadhouse$114,418,864$4,295,347 ▼-3.6%740,7190.6%Retail/WholesaleMGMMGM Resorts International$111,526,824$1,843,598 ▼-1.6%2,362,3560.6%Consumer DiscretionaryPCVXVaxcyte$108,346,149$8,914,592 ▲9.0%1,586,0950.6%MedicalRCKTRocket Pharmaceuticals$107,329,768$1,136,087 ▲1.1%3,984,0300.6%MedicalAIGAmerican International Group$106,781,075$1,204,443 ▼-1.1%1,366,0110.6%FinanceCMGChipotle Mexican Grill$106,292,989$9,336,645 ▼-8.1%36,5670.6%Retail/WholesaleROSTRoss Stores$105,868,260$2,389,106 ▼-2.2%721,3700.6%Retail/WholesaleUNPUnion Pacific$103,903,535$3,408,100 ▲3.4%422,4920.5%TransportationLPLALPL Financial$101,776,973$11,530,216 ▼-10.2%385,2270.5%FinanceMASIMasimo$100,753,791$19,439,417 ▼-16.2%686,1000.5%MedicalAVYAvery Dennison$100,527,019$4,002,426 ▼-3.8%450,2890.5%Industrial ProductsAPOApollo Global Management$99,716,256$8,857,123 ▲9.7%886,7610.5%FinanceITTITT$98,433,621$10,971,092 ▲12.5%723,6170.5%Multi-Sector ConglomeratesFFIVF5$97,734,972$9,188,290 ▼-8.6%515,5070.5%Computer and TechnologyFICOFair Isaac$96,681,737$2,115,577 ▼-2.1%77,3700.5%Computer and TechnologyWDAYWorkday$96,154,169$6,409,896 ▼-6.2%352,5360.5%Computer and TechnologyMNDYmonday.com$93,867,958$23,285,842 ▲33.0%415,5840.5%Computer and TechnologyHUBBHubbell$93,613,282$24,358,454 ▼-20.6%225,5470.5%Industrial ProductsIDXXIDEXX Laboratories$92,879,402$5,894,422 ▲6.8%172,0210.5%MedicalNXPINXP Semiconductors$92,799,476$84,161,971 ▲974.4%374,5390.5%Computer and TechnologySMARSmartsheet$91,871,472$12,345,834 ▼-11.8%2,386,2720.5%Computer and TechnologyDKNGDraftKings$91,164,541$14,557,495 ▲19.0%2,007,5870.5%Consumer DiscretionaryDTDynatrace$89,323,346$1,116,325 ▼-1.2%1,923,4140.5%Computer and TechnologyCECelanese$89,305,469$577,621 ▼-0.6%519,6410.5%Basic MaterialsROKRockwell Automation$88,676,224$2,059,704 ▼-2.3%304,3840.5%Industrial ProductsPTCPTC$88,278,625$3,837,938 ▼-4.2%467,2310.5%Computer and TechnologyFOURShift4 Payments$88,087,960$37,111,982 ▲72.8%1,333,2520.5%Business ServicesIEXIDEX$87,817,918$2,665,919 ▼-2.9%359,8800.5%Industrial ProductsARESAres Management$86,349,786$1,287,912 ▼-1.5%649,3440.5%FinanceMTHMeritage Homes$86,091,204$10,238,091 ▲13.5%490,6600.5%ConstructionJBHTJ.B. Hunt Transport Services$85,961,919$1,390,766 ▼-1.6%431,4270.5%TransportationCDWCDW$85,515,352$10,966,045 ▼-11.4%334,3320.4%Computer and TechnologyOWLBlue Owl Capital$85,418,166$5,234,140 ▲6.5%4,529,0650.4%FinanceVMCVulcan Materials$84,982,049$1,907,710 ▼-2.2%311,3810.4%ConstructionMSCIMSCI$84,357,736$1,342,277 ▲1.6%150,5180.4%Computer and TechnologyIOTSamsara$84,224,803$9,189,394 ▲12.2%2,228,7590.4%Computer and TechnologyCSCOCisco Systems$84,173,373$75,074,829 ▲825.1%1,686,5030.4%Computer and TechnologyCWSTCasella Waste Systems$83,842,946$9,536,901 ▲12.8%848,0120.4%Industrial ProductsMKSIMKS Instruments$82,468,326$4,036,281 ▲5.1%620,0630.4%Computer and TechnologyHLTHilton Worldwide$80,858,094$1,837,665 ▼-2.2%379,0640.4%Consumer DiscretionaryPODDInsulet$80,269,962$40,640,439 ▼-33.6%468,3200.4%MedicalPRPermian Resources$80,210,554$3,587,435 ▼-4.3%4,541,9340.4%Oils/EnergyBIOBio-Rad Laboratories$79,726,148$5,776,375 ▼-6.8%230,5090.4%MedicalMDBMongoDB$79,567,217$26,711,887 ▲50.5%221,8580.4%Computer and TechnologyRRRRed Rock Resorts$79,452,924$3,498,034 ▼-4.2%1,328,2000.4%Consumer DiscretionaryCOOPER COS INC$78,831,478$78,831,478 ▲New Holding776,9710.4%COMSUISun Communities$77,662,834$2,904,236 ▼-3.6%604,0040.4%FinanceNSITInsight Enterprises$75,211,107$16,444,678 ▲28.0%405,4070.4%Retail/WholesaleAZEKAZEK$74,712,294$1,281,363 ▲1.7%1,487,7000.4%ConstructionHXLHexcel$74,181,407$28,040,548 ▼-27.4%1,018,2760.4%AerospaceAJGArthur J. Gallagher & Co.$72,857,173$19,401,608 ▼-21.0%291,3820.4%FinancePCORProcore Technologies$72,345,885$771,165 ▲1.1%880,4420.4%Business ServicesOVVOvintiv$71,881,604$3,230,567 ▼-4.3%1,385,0020.4%Oils/EnergyBFAMBright Horizons Family Solutions$71,597,042$2,958,129 ▼-4.0%631,5900.4%Consumer DiscretionaryZSZscaler$70,942,356$8,433,342 ▼-10.6%368,2830.4%Computer and TechnologyNOGNorthern Oil and Gas$69,430,040$8,413,350 ▲13.8%1,749,7490.4%Oils/EnergyNBIXNeurocrine Biosciences$69,400,379$12,584,373 ▼-15.3%503,1930.4%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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