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Westfield Capital Management Co Lp Top Holdings and 13F Report (2026)

About Westfield Capital Management Co Lp

Investment Activity

  • Westfield Capital Management Co Lp has $23.83 billion in total holdings as of March 31, 2026.
  • Westfield Capital Management Co Lp owns shares of 250 different stocks, but just 94 companies or ETFs make up 80% of its holdings.
  • Approximately 18.58% of the portfolio was purchased this quarter.
  • About 17.85% of the portfolio was sold this quarter.
  • This quarter, Westfield Capital Management Co Lp has purchased 241 new stocks and bought additional shares in 118 stocks.
  • Westfield Capital Management Co Lp sold shares of 77 stocks and completely divested from 37 stocks this quarter.

Largest Holdings

NVIDIA
$1,101,691,587
Ascendis Pharma A/S
$1,100,978,089
Comfort Systems USA
$856,235,416
Apple
$795,152,846
FTAI AVIATION LTD
$697,815,609

Largest New Holdings this Quarter

16411R208 - CHENIERE ENERGY INC
$130,258,215 Holding
G0260P102 - AMER SPORTS INC
$129,623,185 Holding
026874784 - American International Group
$109,768,039 Holding
48020Q107 - Jones Lang LaSalle
$105,836,105 Holding
778296103 - Ross Stores
$102,231,254 Holding

Largest Purchases this Quarter

Insmed
1,035,938 shares (about $169.40M)
CHENIERE ENERGY INC
459,044 shares (about $130.26M)
AMER SPORTS INC
3,937,521 shares (about $129.62M)
FTAI AVIATION LTD
497,602 shares (about $121.91M)
American International Group
1,458,711 shares (about $109.77M)

Largest Sales this Quarter

Masimo
1,180,820 shares (about $210.03M)
Bank of America
2,756,724 shares (about $134.39M)
Revolution Medicines
1,288,435 shares (about $125.30M)
HealthEquity
1,239,604 shares (about $103.59M)
Semtech
1,168,018 shares (about $89.81M)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,101,691,587$63,828,655 â–²6.2%6,317,0394.6%Computer and Technology
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$1,100,978,089$85,146,112 â–¼-7.2%4,813,4404.6%Medical
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$856,235,416$66,081,188 â–¼-7.2%620,9153.6%Construction
Apple Inc. stock logo
AAPL
Apple
$795,152,846$35,836,421 â–¼-4.3%3,133,1133.3%Computer and Technology
FTAI AVIATION LTD
$697,815,609$121,912,489 â–²21.2%2,848,2272.9%SHS
Microsoft Corporation stock logo
MSFT
Microsoft
$610,600,060$10,473,587 â–²1.7%1,649,5132.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$582,810,504$43,632,629 â–¼-7.0%2,026,7442.4%Computer and Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$527,683,511$16,264,021 â–²3.2%2,289,6972.2%Aerospace
Vertiv Holdings Co. stock logo
VRT
Vertiv
$481,538,482$89,211,473 â–¼-15.6%1,921,6962.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$474,783,586$10,645,930 â–¼-2.2%2,279,6542.0%Retail/Wholesale
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$451,927,224$98,934,542 â–²28.0%1,064,1341.9%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$382,840,683$38,567,115 â–²11.2%1,236,9251.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$335,329,189$80,047,670 â–²31.4%364,5791.4%Medical
Tapestry, Inc. stock logo
TPR
Tapestry
$310,281,358$14,217,959 â–²4.8%2,198,8621.3%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$301,410,388$73,496,323 â–¼-19.6%526,8221.3%Computer and Technology
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$265,183,525$76,995,655 â–²40.9%881,5061.1%Finance
MKS Inc. stock logo
MKSI
MKS
$240,556,578$47,568,367 â–²24.6%1,046,7631.0%Computer and Technology
Insmed, Inc. stock logo
INSM
Insmed
$240,122,429$169,396,591 â–²239.5%1,468,4591.0%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$211,877,079$6,184,124 â–²3.0%3,646,1380.9%Medical
ROCKET LAB CORP
$203,745,048$37,258,383 â–²22.4%3,172,6110.9%COM
Netflix, Inc. stock logo
NFLX
Netflix
$189,414,876$35,810,770 â–²23.3%1,969,9940.8%Consumer Discretionary
APi Group Corporation stock logo
APG
APi Group
$187,807,323$47,877,378 â–²34.2%4,634,9290.8%Business Services
Quanta Services, Inc. stock logo
PWR
Quanta Services
$182,173,674$32,001,287 â–²21.3%331,8160.8%Construction
GE VERNOVA INC
$173,974,371$18,655,636 â–²12.0%199,3060.7%COM
Ares Management Corporation stock logo
ARES
Ares Management
$171,591,074$45,995,145 â–²36.6%1,572,7870.7%Finance
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$167,775,827$57,571,096 â–²52.2%1,929,1230.7%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$166,779,716$15,988,080 â–²10.6%493,5040.7%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$165,748,387$27,181,895 â–¼-14.1%1,673,3810.7%Computer and Technology
Bloom Energy Corporation stock logo
BE
Bloom Energy
$161,446,090$6,269,935 â–²4.0%1,191,5720.7%Energy
Samsara Inc. stock logo
IOT
Samsara
$160,757,713$35,456,392 â–²28.3%5,072,8210.7%Computer and Technology
AMETEK, Inc. stock logo
AME
AMETEK
$159,876,481$33,093,740 â–¼-17.1%745,8320.7%Computer and Technology
PERMIAN RESOURCES CORP
$159,504,663$32,625,378 â–²25.7%7,481,4570.7%CLASS A COM
Dynatrace, Inc. stock logo
DT
Dynatrace
$155,670,786$31,539,724 â–²25.4%4,209,5940.7%Computer and Technology
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$151,377,191$125,300,288 â–¼-45.3%1,556,5780.6%Medical
Natera, Inc. stock logo
NTRA
Natera
$150,938,268$8,007,000 â–²5.6%754,7290.6%Medical
Fabrinet stock logo
FN
Fabrinet
$148,567,570$49,390,057 â–²49.8%284,8740.6%Computer and Technology
ABIVAX SA
$147,309,146$34,849,432 â–²31.0%1,322,9380.6%SPONSORED ADS
ServiceNow, Inc. stock logo
NOW
ServiceNow
$145,762,300$8,637,506 â–¼-5.6%1,394,1870.6%Computer and Technology
TechnipFMC plc stock logo
FTI
TechnipFMC
$140,593,483$5,622,205 â–²4.2%2,033,7550.6%Energy
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$139,176,354$15,716,074 â–²12.7%505,7650.6%Consumer Discretionary
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$139,093,786$30,317,991 â–²27.9%457,4250.6%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$137,987,039$44,543,518 â–¼-24.4%456,5480.6%Business Services
Cencora, Inc. stock logo
COR
Cencora
$137,250,518$36,972,373 â–²36.9%436,9090.6%Medical
ITT Inc. stock logo
ITT
ITT
$134,001,464$22,075,377 â–²19.7%703,3090.6%Multi-Sector Conglomerates
Celsius Holdings Inc. stock logo
CELH
Celsius
$133,720,962$78,932,214 â–²144.1%3,768,9110.6%Consumer Staples
Nextpower Inc. stock logo
NXT
Nextpower
$133,490,560$2,054,895 â–²1.6%1,107,3460.6%Energy
CHENIERE ENERGY INC
$130,258,215$130,258,215 â–²New Holding459,0440.5%COM NEW
AMER SPORTS INC
$129,623,185$129,623,185 â–²New Holding3,937,5210.5%COM SHS
Regal Rexnord Corporation stock logo
RRX
Regal Rexnord
$127,658,325$39,583,580 â–¼-23.7%681,7170.5%Industrials
MSCI Inc stock logo
MSCI
MSCI
$126,000,886$13,999,140 â–²12.5%233,7640.5%Finance
Guardant Health, Inc. stock logo
GH
Guardant Health
$125,857,727$76,052,747 â–²152.7%1,362,5390.5%Medical
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$123,641,351$5,410,443 â–²4.6%810,7100.5%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$117,510,828$54,116,721 â–¼-31.5%316,1020.5%Auto/Tires/Trucks
Globe Life Inc. stock logo
GL
Globe Life
$117,240,009$32,511,504 â–²38.4%842,4230.5%Finance
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$117,194,666$27,039,319 â–²30.0%2,313,3570.5%Retail/Wholesale
Cloudflare, Inc. stock logo
NET
Cloudflare
$111,746,725$4,558,257 â–²4.3%541,5660.5%Computer and Technology
Roku, Inc. stock logo
ROKU
Roku
$111,483,082$6,220,413 â–²5.9%1,178,2190.5%Consumer Discretionary
XPO, Inc. stock logo
XPO
XPO
$111,281,044$29,614,790 â–¼-21.0%571,9920.5%Transportation
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$110,826,718$63,255,483 â–¼-36.3%2,385,4220.5%Finance
EVERPURE INC
$110,686,006$20,932,277 â–²23.3%1,874,7630.5%CL A
Kratos Defense & Security Solutions, Inc. stock logo
KTOS
Kratos Defense & Security Solutions
$110,217,424$22,391,085 â–²25.5%1,563,1460.5%Aerospace
American International Group, Inc. stock logo
AIG
American International Group
$109,768,039$109,768,039 â–²New Holding1,458,7110.5%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$108,410,941$10,512,910 â–²10.7%718,8100.5%Computer and Technology
PRIMORIS SVCS CORP
$106,317,198$29,884,918 â–¼-21.9%743,2690.4%COM
Jones Lang LaSalle Incorporated stock logo
JLL
Jones Lang LaSalle
$105,836,105$105,836,105 â–²New Holding347,7790.4%Finance
LEGENCE CORP
$105,108,928$14,020,542 â–²15.4%1,861,6530.4%CL A
Legend Biotech Corporation Sponsored ADR stock logo
LEGN
Legend Biotech
$104,261,271$7,257,745 â–¼-6.5%5,763,4750.4%Medical
KeyCorp stock logo
KEY
KeyCorp
$104,126,347$23,118,392 â–²28.5%5,193,3340.4%Finance
Ross Stores, Inc. stock logo
ROST
Ross Stores
$102,231,254$102,231,254 â–²New Holding471,9160.4%Retail/Wholesale
Palomar Holdings, Inc. stock logo
PLMR
Palomar
$102,066,862$1,659,855 â–²1.7%854,1160.4%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$102,040,950$30,143,846 â–²41.9%636,4830.4%Computer and Technology
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$99,582,200$29,434,933 â–²42.0%503,4740.4%Energy
PALANTIR TECHNOLOGIES INC
$98,674,222$76,061,523 â–²336.4%674,5570.4%CL A
Semtech Corporation stock logo
SMTC
Semtech
$98,464,871$89,808,903 â–¼-47.7%1,280,5940.4%Computer and Technology
Woodward, Inc. stock logo
WWD
Woodward
$97,420,455$97,420,455 â–²New Holding272,1850.4%Aerospace
ARISTA NETWORKS INC
$95,817,728$95,817,728 â–²New Holding780,4020.4%COM SHS
AutoZone, Inc. stock logo
AZO
AutoZone
$95,803,684$76,874,662 â–¼-44.5%28,3630.4%Retail/Wholesale
SharkNinja, Inc. stock logo
SN
SharkNinja
$95,790,892$6,828,538 â–²7.7%904,5410.4%Retail/Wholesale
Coherent Corp. stock logo
COHR
Coherent
$94,484,681$63,954,460 â–¼-40.4%396,6440.4%Business Services
ASTERA LABS INC
$94,268,376$72,864,156 â–²340.4%860,1130.4%COM
Braze, Inc. stock logo
BRZE
Braze
$93,823,921$42,182,358 â–²81.7%3,973,9060.4%Computer and Technology
Jabil, Inc. stock logo
JBL
Jabil
$92,760,387$5,524,307 â–²6.3%349,2090.4%Computer and Technology
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$89,211,738$5,091,195 â–²6.1%358,1650.4%Industrials
IMAX Corporation stock logo
IMAX
IMAX
$88,896,876$293,057 â–¼-0.3%2,338,7760.4%Consumer Discretionary
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$87,924,116$22,531,394 â–²34.5%1,369,1080.4%Medical
Garmin Ltd. stock logo
GRMN
Garmin
$87,319,632$9,423,770 â–²12.1%376,3620.4%Computer and Technology
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$86,944,178$42,760,789 â–²96.8%926,2190.4%Computer and Technology
F5, Inc. stock logo
FFIV
F5
$86,377,157$4,988,917 â–²6.1%298,5420.4%Computer and Technology
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$86,043,863$7,280,605 â–¼-7.8%805,9560.4%Finance
Life Time Group Holdings, Inc. stock logo
LTH
Life Time Group
$85,817,774$85,817,774 â–²New Holding3,185,5150.4%Consumer Discretionary
BIRKENSTOCK HOLDING PLC
$83,798,452$13,757,932 â–²19.6%2,338,7790.4%COM SHS
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$81,971,195$5,972,734 â–¼-6.8%887,9990.3%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$81,718,617$81,718,617 â–²New Holding496,5580.3%Finance
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$81,496,236$10,159,503 â–²14.2%1,401,4830.3%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$81,241,478$50,323,666 â–²162.8%245,5390.3%Medical
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$81,214,684$19,879,308 â–¼-19.7%431,9930.3%Business Services
IDEX Corporation stock logo
IEX
IDEX
$80,751,901$4,553,181 â–²6.0%426,0190.3%Industrials
MasTec, Inc. stock logo
MTZ
MasTec
$80,428,565$80,428,565 â–²New Holding249,9800.3%Construction
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$78,073,412$3,390,725 â–²4.5%543,6110.3%Finance
Plexus Corp. stock logo
PLXS
Plexus
$77,875,212$76,822,004 â–²7,294.1%384,4930.3%Computer and Technology

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