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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 $30.61 billion in total holdings as of June 30, 2026.
  • Westfield Capital Management Co Lp owns shares of 278 different stocks, but just 101 companies or ETFs make up 80% of its holdings.
  • Approximately 30.39% of the portfolio was purchased this quarter.
  • About 24.93% of the portfolio was sold this quarter.
  • This quarter, Westfield Capital Management Co Lp has purchased 250 new stocks and bought additional shares in 98 stocks.
  • Westfield Capital Management Co Lp sold shares of 103 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

NVIDIA
$1,616,712,338
Alphabet
$1,339,806,415
ASCENDIS PHARMA A/S
$1,279,793,795
Axon Enterprise
$836,144,444
FTAI AVIATION LTD
$794,608,199

Largest New Holdings this Quarter

K08588103 - ASCENDIS PHARMA A/S
$1,279,793,795 Holding
144285103 - Carpenter Technology
$193,738,341 Holding
69366J200 - PTC Therapeutics
$159,563,645 Holding
512807306 - LAM RESEARCH CORP
$123,765,288 Holding
N07059210 - ASML
$114,253,539 Holding

Largest Purchases this Quarter

ASCENDIS PHARMA A/S
4,798,267 shares (about $1.28B)
Alphabet
1,722,330 shares (about $615.51M)
NVIDIA
1,762,887 shares (about $352.74M)
Snowflake
1,017,688 shares (about $259.00M)
Axon Enterprise
427,356 shares (about $239.58M)

Largest Sales this Quarter

Comfort Systems USA
265,482 shares (about $526.17M)
Marvell Technology
1,660,188 shares (about $494.54M)
Bloom Energy
1,181,002 shares (about $357.49M)
Amazon.com
1,419,848 shares (about $338.41M)
ASTERA LABS INC
610,814 shares (about $295.04M)

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
$1,616,712,338$352,736,048 â–²27.9%8,079,9265.3%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,339,806,415$615,508,998 â–²85.0%3,749,0744.4%Communication Services
ASCENDIS PHARMA A/S
$1,279,793,795$1,279,793,795 â–²New Holding4,798,2674.2%ORD SHS
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$836,144,444$239,580,115 â–²40.2%1,491,4902.7%Industrials
FTAI AVIATION LTD
$794,608,199$24,077,438 â–²3.1%2,937,2282.6%SHS
Apple Inc. stock logo
AAPL
Apple
$744,747,287$161,850,342 â–¼-17.9%2,573,7742.4%Technology
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$704,451,409$526,172,778 â–¼-42.8%355,4332.3%Industrials
Broadcom Inc. stock logo
AVGO
Broadcom
$587,976,343$120,727,799 â–²25.8%1,556,5221.9%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$527,559,770$87,741,362 â–¼-14.3%1,414,2941.7%Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$516,608,027$98,999,896 â–¼-16.1%1,921,4761.7%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$499,840,862$62,553,873 â–²14.3%416,7321.6%Healthcare
Snowflake Inc. stock logo
SNOW
Snowflake
$441,938,647$259,001,541 â–²141.6%1,736,4981.4%Technology
MKS Inc. stock logo
MKSI
MKS
$413,048,645$52,551,316 â–¼-11.3%928,6171.3%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$381,566,445$84,812,884 â–²28.6%677,3891.2%Communication Services
Vertiv Holdings Co. stock logo
VRT
Vertiv
$353,021,161$290,401,114 â–¼-45.1%1,054,3611.2%Industrials
GE VERNOVA INC
$283,461,275$49,304,254 â–²21.1%241,2720.9%COM
Micron Technology, Inc. stock logo
MU
Micron Technology
$263,412,188$147,482,337 â–²127.2%228,2030.9%Technology
Visa Inc. stock logo
V
Visa
$261,572,839$104,935,789 â–²67.0%762,4030.9%Finance
APi Group Corporation stock logo
APG
APi Group
$260,634,647$64,345,404 â–²32.8%6,154,3010.9%Industrials
Tapestry, Inc. stock logo
TPR
Tapestry
$248,343,835$73,525,669 â–¼-22.8%1,696,5690.8%Consumer Discretionary
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$245,220,303$31,029,776 â–²14.5%2,208,5950.8%Healthcare
Life Time Group Holdings, Inc. stock logo
LTH
Life Time Group
$244,846,173$114,749,741 â–²88.2%5,995,2540.8%Consumer Discretionary
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$244,037,920$8,355,092 â–²3.5%510,9990.8%Technology
Guardant Health, Inc. stock logo
GH
Guardant Health
$243,717,584$39,295,858 â–²19.2%1,624,4590.8%Healthcare
Quanta Services, Inc. stock logo
PWR
Quanta Services
$238,685,542$235,453 â–¼-0.1%331,4890.8%Industrials
ServiceNow, Inc. stock logo
NOW
ServiceNow
$235,661,989$97,247,127 â–²70.3%2,373,7110.8%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$234,153,542$231,237,377 â–²7,929.5%403,0810.8%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$224,504,060$7,450,606 â–²3.4%658,3310.7%Technology
Woodward, Inc. stock logo
WWD
Woodward
$223,996,287$108,197,901 â–²93.4%526,5050.7%Industrials
ARISTA NETWORKS INC
$223,748,310$91,173,594 â–²68.8%1,317,0960.7%COM SHS
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$223,389,290$24,913,173 â–¼-10.0%793,0610.7%Finance
ROCKET LAB CORP
$214,888,621$107,607,306 â–¼-33.4%2,114,0050.7%COM
AMER SPORTS INC
$214,712,179$81,466,478 â–²61.1%6,344,9230.7%COM SHS
Cloudflare, Inc. stock logo
NET
Cloudflare
$204,931,901$72,096,612 â–²54.3%835,5020.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$204,926,241$338,406,703 â–¼-62.3%859,8060.7%Consumer Discretionary
Garmin Ltd. stock logo
GRMN
Garmin
$204,535,458$115,134,438 â–²128.8%861,0570.7%Consumer Discretionary
Regal Rexnord Corporation stock logo
RRX
Regal Rexnord
$204,123,113$41,744,941 â–²25.7%856,9760.7%Industrials
Natera, Inc. stock logo
NTRA
Natera
$197,243,187$7,628,017 â–¼-3.7%726,6280.6%Healthcare
Morgan Stanley stock logo
MS
Morgan Stanley
$196,614,709$92,814,200 â–²89.4%940,5600.6%Finance
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$193,738,341$193,738,341 â–²New Holding314,0820.6%Industrials
Samsara Inc. stock logo
IOT
Samsara
$189,276,373$24,764,781 â–²15.1%5,836,4590.6%Technology
Dynatrace, Inc. stock logo
DT
Dynatrace
$186,583,645$1,740,373 â–²0.9%4,249,2290.6%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$185,952,922$151,530,014 â–²440.2%174,6200.6%Industrials
Semtech Corporation stock logo
SMTC
Semtech
$183,419,455$23,844,717 â–¼-11.5%1,133,2680.6%Technology
AMETEK, Inc. stock logo
AME
AMETEK
$175,115,699$5,330,906 â–¼-3.0%723,7980.6%Technology
ABIVAX SA
$174,547,280$1,747,438 â–¼-1.0%1,309,8250.6%SPONSORED ADS
Insmed, Inc. stock logo
INSM
Insmed
$173,743,795$17,176,695 â–²11.0%1,629,5610.6%Healthcare
ITT Inc. stock logo
ITT
ITT
$164,216,344$25,129,956 â–²18.1%830,3820.5%Industrials
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$162,679,071$159,307,056 â–²4,724.4%1,287,6290.5%Healthcare
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$159,563,645$159,563,645 â–²New Holding1,956,1560.5%Healthcare
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$156,833,112$9,289,054 â–¼-5.6%2,184,0010.5%Consumer Discretionary
Celsius Holdings Inc. stock logo
CELH
Celsius
$155,900,804$45,547,090 â–²41.3%5,324,4810.5%Consumer Staples
MasTec, Inc. stock logo
MTZ
MasTec
$155,796,579$51,789,900 â–²49.8%374,4570.5%Industrials
SharkNinja, Inc. stock logo
SN
SharkNinja
$153,541,302$15,806,844 â–²11.5%1,008,3490.5%Consumer Discretionary
CSX Corporation stock logo
CSX
CSX
$149,929,537$71,110,585 â–²90.2%3,154,4190.5%Industrials
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$149,928,147$56,479,421 â–²60.4%693,0850.5%Finance
KeyCorp stock logo
KEY
KeyCorp
$149,674,414$29,968,066 â–²25.0%6,493,4670.5%Finance
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$149,486,918$60,996,017 â–²68.9%1,639,1110.5%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$148,642,862$147,966,135 â–²21,865.0%205,5920.5%Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$147,851,416$91,069,953 â–²160.4%398,9620.5%Consumer Discretionary
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$143,722,240$68,227,762 â–¼-32.2%2,472,4280.5%Healthcare
Globe Life Inc. stock logo
GL
Globe Life
$137,760,493$12,763,648 â–¼-8.5%770,9900.4%Finance
TechnipFMC plc stock logo
FTI
TechnipFMC
$136,557,381$1,719,424 â–²1.3%2,059,6890.4%Energy
XPO, Inc. stock logo
XPO
XPO
$129,129,668$11,705,430 â–²10.0%629,0110.4%Industrials
Legend Biotech Corporation Sponsored ADR stock logo
LEGN
Legend Biotech
$127,940,224$38,508,940 â–¼-23.1%4,430,0630.4%Healthcare
EVERPURE INC
$127,006,190$20,706,409 â–¼-14.0%1,611,9580.4%CL A
LAM RESEARCH CORP
$123,765,288$123,765,288 â–²New Holding285,6140.4%COM NEW
Jones Lang LaSalle Incorporated stock logo
JLL
Jones Lang LaSalle
$123,500,507$15,706,406 â–²14.6%398,4530.4%Real Estate
ASTERA LABS INC
$120,416,534$295,035,699 â–¼-71.0%249,2990.4%COM
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$117,401,415$15,277,690 â–²15.0%237,1360.4%Industrials
IDEX Corporation stock logo
IEX
IDEX
$116,553,350$19,868,338 â–²20.5%513,5640.4%Industrials
Coherent Corp. stock logo
COHR
Coherent
$114,806,662$41,657,651 â–¼-26.6%291,0400.4%Technology
LEGENCE CORP
$114,375,506$44,293,179 â–¼-27.9%1,341,9630.4%CL A
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$114,350,112$19,253,723 â–²20.2%430,6810.4%Industrials
ASML Holding N.V. stock logo
ASML
ASML
$114,253,539$114,253,539 â–²New Holding57,4300.4%Technology
Planet Labs PBC stock logo
PL
Planet Labs PBC
$113,569,872$59,334,704 â–²109.4%3,428,0070.4%Industrials
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$113,301,496$10,436,516 â–¼-8.4%299,3830.4%Technology
Cencora, Inc. stock logo
COR
Cencora
$113,208,499$10,428,104 â–¼-8.4%400,0580.4%Healthcare
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$112,521,763$178,994,181 â–¼-61.4%600,8210.4%Healthcare
SANDISK CORP
$111,466,432$111,466,432 â–²New Holding49,0240.4%COM
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$110,271,910$22,146,044 â–²25.1%1,352,2000.4%Finance
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$108,174,743$40,274,292 â–¼-27.1%590,7640.4%Communication Services
Enpro Inc. stock logo
NPO
Enpro
$108,010,799$108,010,799 â–²New Holding286,5540.4%Industrials
PERMIAN RESOURCES CORP
$105,984,308$31,749,315 â–¼-23.1%5,756,8880.3%CLASS A COM
Ares Management Corporation stock logo
ARES
Ares Management
$105,970,698$69,096,250 â–¼-39.5%952,0320.3%Finance
IMAX Corporation stock logo
IMAX
IMAX
$105,788,998$12,565,387 â–²13.5%2,654,0140.3%Communication Services
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$103,280,418$43,406,626 â–²72.5%839,3370.3%Technology
Nextpower Inc. stock logo
NXT
Nextpower
$102,150,517$29,778,686 â–¼-22.6%857,3990.3%Industrials
JFrog Ltd. stock logo
FROG
JFrog
$101,291,304$101,291,304 â–²New Holding1,114,5610.3%Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$101,193,710$41,934,171 â–²70.8%226,8560.3%Technology
Roku, Inc. stock logo
ROKU
Roku
$98,985,184$63,773,989 â–¼-39.2%716,5570.3%Communication Services
Plexus Corp. stock logo
PLXS
Plexus
$96,758,011$18,847,499 â–¼-16.3%321,8080.3%Technology
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$96,606,412$1,186,907 â–¼-1.2%285,6910.3%Industrials
MSCI Inc stock logo
MSCI
MSCI
$96,303,610$34,613,923 â–¼-26.4%171,9580.3%Finance
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$95,821,962$32,306,208 â–²50.9%955,5440.3%Finance
Ross Stores, Inc. stock logo
ROST
Ross Stores
$94,169,075$6,278,222 â–¼-6.3%442,4200.3%Consumer Discretionary
Adaptive Biotechnologies Corporation stock logo
ADPT
Adaptive Biotechnologies
$91,540,985$25,076,616 â–¼-21.5%4,267,6450.3%Healthcare
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$90,980,266$6,386,752 â–²7.5%1,507,2940.3%Healthcare
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$85,943,469$4,167,626 â–²5.1%933,2550.3%Consumer Discretionary
Citigroup Inc. stock logo
C
Citigroup
$85,112,990$78,890,792 â–²1,267.9%608,1240.3%Finance

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