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Westfield Capital Management Co Lp Top Holdings and 13F Report (2025)

About Westfield Capital Management Co Lp

Investment Activity

  • Westfield Capital Management Co Lp has $20.55 billion in total holdings as of March 31, 2025.
  • Westfield Capital Management Co Lp owns shares of 244 different stocks, but just 93 companies or ETFs make up 80% of its holdings.
  • Approximately 14.10% of the portfolio was purchased this quarter.
  • About 15.93% of the portfolio was sold this quarter.
  • This quarter, Westfield Capital Management Co Lp has purchased 239 new stocks and bought additional shares in 76 stocks.
  • Westfield Capital Management Co Lp sold shares of 111 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

Ascendis Pharma A/S
$853,997,354
NVIDIA
$795,146,517
Apple
$755,504,793
Microsoft
$687,944,002
Amazon.com
$658,808,796

Largest New Holdings this Quarter

443201108 - Howmet Aerospace
$147,251,209 Holding
60937P106 - MongoDB
$128,706,298 Holding
460146103 - International Paper
$112,984,897 Holding
03073E105 - Cencora
$80,359,349 Holding
M2029K104 - BIRKENSTOCK HOLDING PLC
$72,107,607 Holding

Largest Purchases this Quarter

Howmet Aerospace
1,135,059 shares (about $147.25M)
Check Point Software Technologies
589,816 shares (about $134.43M)
MongoDB
733,787 shares (about $128.71M)
DICK'S Sporting Goods
599,025 shares (about $120.74M)
International Paper
2,117,805 shares (about $112.98M)

Largest Sales this Quarter

Option Care Health
3,120,691 shares (about $109.07M)
Vertiv
1,342,438 shares (about $96.92M)
Global Payments
945,297 shares (about $92.56M)
F5
271,395 shares (about $72.26M)
FTAI Aviation
596,253 shares (about $66.20M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestfield Capital Management Co Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$853,997,354$7,634,023 -0.9%5,479,2594.2%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$795,146,517$6,847,773 -0.9%7,336,6543.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$755,504,793$56,387,257 -6.9%3,401,1833.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$687,944,002$15,090,681 -2.1%1,832,6113.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$658,808,796$3,886,632 0.6%3,462,6763.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$535,041,341$2,396,301 -0.4%3,459,9162.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$517,881,469$1,395,368 -0.3%898,5382.5%Computer and Technology
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$487,976,732$111,991,013 29.8%927,8012.4%Aerospace
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$437,343,361$63,708,750 -12.7%316,1622.1%Aerospace
Visa Inc. stock logo
V
Visa
$316,954,828$1,662,932 0.5%904,3971.5%Business Services
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$286,757,339$1,454,353 0.5%889,6391.4%Construction
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$271,558,617$40,624,250 17.6%830,0991.3%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$254,991,209$4,172,575 1.7%320,2841.2%Computer and Technology
Tapestry, Inc. stock logo
TPR
Tapestry
$253,568,509$253,758 -0.1%3,601,3141.2%Retail/Wholesale
Legend Biotech Co. stock logo
LEGN
Legend Biotech
$234,713,042$40,847,342 21.1%6,917,5671.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$234,117,929$7,254,074 3.2%1,398,3031.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$213,871,325$32,176,670 17.7%258,9521.0%Medical
FTAI Aviation Ltd. stock logo
FTAI
FTAI Aviation
$210,118,835$66,201,971 -24.0%1,892,4511.0%Aerospace
Salesforce, Inc. stock logo
CRM
Salesforce
$210,106,873$49,868,276 31.1%782,9291.0%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$201,573,717$10,164,877 -4.8%712,2491.0%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$199,471,284$12,642,329 6.8%213,9031.0%Consumer Discretionary
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$197,086,293$134,430,859 214.6%864,7171.0%Computer and Technology
Vertiv Holdings Co stock logo
VRT
Vertiv
$171,660,668$96,924,006 -36.1%2,377,5720.8%Computer and Technology
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$168,139,573$1,389,415 -0.8%1,507,8430.8%Business Services
DexCom, Inc. stock logo
DXCM
DexCom
$167,156,364$6,975,277 4.4%2,447,7430.8%Medical
Ares Management Co. stock logo
ARES
Ares Management
$165,436,898$25,604,700 18.3%1,128,4150.8%Finance
monday.com Ltd. stock logo
MNDY
monday.com
$161,741,337$7,960,089 -4.7%665,1640.8%Computer and Technology
PALANTIR TECHNOLOGIES INC
$160,228,067$889,492 -0.6%1,898,4370.8%CL A
GE VERNOVA INC
$156,537,407$30,232,774 -16.2%512,7670.8%COM
Atlassian Co. stock logo
TEAM
Atlassian
$156,268,938$20,926,034 15.5%736,3880.8%Computer and Technology
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$155,100,552$3,323,475 2.2%1,589,1450.8%Medical
Brinker International, Inc. stock logo
EAT
Brinker International
$148,411,023$74,956,798 102.0%995,7130.7%Retail/Wholesale
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$147,251,209$147,251,209 New Holding1,135,0590.7%Aerospace
Option Care Health, Inc. stock logo
OPCH
Option Care Health
$144,851,568$109,068,150 -43.0%4,144,5370.7%Medical
Insulet Co. stock logo
PODD
Insulet
$141,349,160$20,890,380 -12.9%538,2470.7%Medical
DraftKings Inc. stock logo
DKNG
DraftKings
$140,313,035$66,985 0.0%4,225,0240.7%Consumer Discretionary
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$140,122,511$338,588 -0.2%148,1560.7%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$139,565,812$48,009,153 52.4%3,344,4960.7%Finance
Dynatrace, Inc. stock logo
DT
Dynatrace
$137,232,574$2,921,037 2.2%2,910,5530.7%Computer and Technology
Samsara Inc. stock logo
IOT
Samsara
$135,051,547$3,073,530 -2.2%3,523,3900.7%Computer and Technology
Saia, Inc. stock logo
SAIA
Saia
$130,513,153$11,782,430 9.9%373,5030.6%Transportation
MongoDB, Inc. stock logo
MDB
MongoDB
$128,706,298$128,706,298 New Holding733,7870.6%Computer and Technology
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$127,096,786$120,739,387 1,899.2%630,5660.6%Retail/Wholesale
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$124,066,501$8,323,141 7.2%1,879,2260.6%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$123,696,158$48,651,148 -28.2%236,1740.6%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$123,028,556$48,044,942 -28.1%474,7200.6%Auto/Tires/Trucks
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$116,982,258$1,483,674 1.3%702,0480.6%Retail/Wholesale
Regal Rexnord Co. stock logo
RRX
Regal Rexnord
$113,984,001$15,666,215 -12.1%1,001,1770.6%Industrials
International Paper stock logo
IP
International Paper
$112,984,897$112,984,897 New Holding2,117,8050.5%Basic Materials
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$112,077,146$7,456,159 -6.2%324,6350.5%Finance
Masimo Co. stock logo
MASI
Masimo
$111,868,445$16,223,348 -12.7%671,4790.5%Medical
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$111,297,771$2,030,192 1.9%5,553,7810.5%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$108,790,894$24,620,948 -18.5%655,3670.5%Computer and Technology
Insmed Incorporated stock logo
INSM
Insmed
$107,310,201$35,708,145 49.9%1,406,6090.5%Medical
Glaukos Co. stock logo
GKOS
Glaukos
$106,705,389$27,265,588 34.3%1,084,1840.5%Medical
SharkNinja, Inc. stock logo
SN
SharkNinja
$102,576,268$744,100 -0.7%1,229,7840.5%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$100,795,274$85,991 -0.1%426,6650.5%Transportation
MSCI Inc. stock logo
MSCI
MSCI
$99,322,020$15,096,567 17.9%175,6360.5%Finance
Natera, Inc. stock logo
NTRA
Natera
$97,762,562$21,995,908 29.0%691,3410.5%Medical
Oracle Co. stock logo
ORCL
Oracle
$97,688,945$18,569,436 -16.0%698,7260.5%Computer and Technology
Shift4 Payments, Inc. stock logo
FOUR
Shift4 Payments
$96,920,235$29,856,834 -23.6%1,186,1490.5%Business Services
Globant S.A. stock logo
GLOB
Globant
$96,582,814$65,327,321 209.0%820,4450.5%Computer and Technology
HubSpot, Inc. stock logo
HUBS
HubSpot
$95,209,369$582,715 0.6%166,6570.5%Computer and Technology
Flex Ltd. stock logo
FLEX
Flex
$95,039,242$920,484 -1.0%2,873,0120.5%Computer and Technology
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$93,534,551$7,937,265 9.3%630,0320.5%Finance
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$91,435,670$53,312,019 -36.8%2,911,9640.4%Business Services
Fair Isaac Co. stock logo
FICO
Fair Isaac
$90,044,264$11,402,373 14.5%48,8270.4%Computer and Technology
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$86,543,455$23,563,138 37.4%1,211,2450.4%Medical
Palomar Holdings, Inc. stock logo
PLMR
Palomar
$84,797,414$3,445,917 4.2%618,5980.4%Finance
ITT Inc. stock logo
ITT
ITT
$82,070,718$13,885,992 -14.5%635,4190.4%Multi-Sector Conglomerates
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$81,377,973$15,542,847 -16.0%2,155,1370.4%Medical
IDEX Co. stock logo
IEX
IDEX
$80,568,387$16,458,679 25.7%445,2030.4%Industrials
Cencora, Inc. stock logo
COR
Cencora
$80,359,349$80,359,349 New Holding288,9690.4%Medical
Twilio Inc. stock logo
TWLO
Twilio
$80,184,765$9,530,266 13.5%818,9640.4%Computer and Technology
Kemper Co. stock logo
KMPR
Kemper
$79,729,588$6,535,924 8.9%1,192,6640.4%Finance
Ryan Specialty Holdings, Inc. stock logo
RYAN
Ryan Specialty
$79,649,072$30,260,772 61.3%1,078,2330.4%Finance
APPLOVIN CORP
$78,746,011$13,439,297 -14.6%297,1880.4%COM CL A
Roku, Inc. stock logo
ROKU
Roku
$78,733,535$101,715 -0.1%1,117,7390.4%Consumer Discretionary
Primerica, Inc. stock logo
PRI
Primerica
$78,594,299$10,270,110 15.0%276,2250.4%Finance
WillScot Mobile Mini Holdings Corp. stock logo
WSC
WillScot Mobile Mini
$77,925,763$1,348,356 1.8%2,803,0850.4%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$76,926,032$469,994 0.6%151,3990.4%Business Services
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$75,631,740$14,198,880 -15.8%595,3380.4%Business Services
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$73,361,387$49,148,627 203.0%817,3060.4%Finance
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
$72,464,716$26,979,632 -27.1%721,9040.4%Computer and Technology
BIRKENSTOCK HOLDING PLC
$72,107,607$72,107,607 New Holding1,572,6850.4%COM SHS
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$71,698,824$71,698,824 New Holding469,7250.3%Retail/Wholesale
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$71,037,643$71,037,643 New Holding1,341,0920.3%Medical
PERMIAN RESOURCES CORP
$70,431,294$52,505 -0.1%5,085,2920.3%CLASS A COM
Avery Dennison Co. stock logo
AVY
Avery Dennison
$70,131,570$176,190 -0.3%394,0640.3%Industrials
AMETEK, Inc. stock logo
AME
AMETEK
$70,040,021$771,360 -1.1%406,8780.3%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$68,967,091$7,782,313 -10.1%1,557,8740.3%Computer and Technology
TransUnion stock logo
TRU
TransUnion
$68,884,024$19,201,562 -21.8%830,0280.3%Business Services
J.B. Hunt Transport Services, Inc. stock logo
JBHT
J.B. Hunt Transport Services
$67,695,230$604,523 -0.9%457,5550.3%Transportation
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$67,593,887$11,053,117 19.5%493,6020.3%Finance
Waste Connections, Inc. stock logo
WCN
Waste Connections
$66,762,175$1,072,373 -1.6%342,0370.3%Business Services
Nu Holdings Ltd. stock logo
NU
NU
$66,579,740$717,107 -1.1%6,501,9280.3%Finance
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$65,784,618$5,745,596 9.6%652,4310.3%Computer and Technology
Badger Meter, Inc. stock logo
BMI
Badger Meter
$65,447,903$65,447,903 New Holding344,0100.3%Computer and Technology
Fabrinet stock logo
FN
Fabrinet
$64,612,829$16,647,130 -20.5%327,1370.3%Computer and Technology
iRhythm Technologies, Inc. stock logo
IRTC
iRhythm Technologies
$64,595,725$15,510,959 -19.4%617,0780.3%Medical

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