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Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
+2.63%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.24%
AUM
$23.8B
AUM Growth
-$170M
Cap. Flow
+$283M
Cap. Flow %
1.19%
Top 10 Hldgs %
30.33%
Holding
287
New
46
Increased
118
Reduced
77
Closed
37

Top Buys

Rank Stock Value
1
INSM icon
Insmed
INSM
+$159M
2
AS icon
Amer Sports
AS
+$144M
3
FTAI icon
FTAI Aviation
FTAI
+$132M
4
AXON
Axon Enterprise
AXON
+$121M
5
JLL icon
Jones Lang LaSalle
JLL
+$112M

Top Sells

Rank Stock Value
1
MASI
Masimo
MASI
+$185M
2
BAC icon
Bank of America
BAC
+$142M
3
CVLT icon
Commault Systems
CVLT
+$133M
4
TEAM icon
Atlassian
TEAM
+$132M
5
RVMD icon
Revolution Medicines
RVMD
+$130M

Sector Composition

Rank Sector Weight
1 Technology 28.43%
2 Industrials 25.27%
3 Healthcare 15.8%
4 Consumer Discretionary 10.5%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.91T
$1.1B 4.62%
6,317,039
+365,990
+6% +$67.1M
ASND icon
2
Ascendis Pharma A/S
ASND
$17.1B
$1.1B 4.62%
4,813,440
-372,256
-7% -$83.4M
FIX icon
3
Comfort Systems
FIX
$58.9B
$856M 3.59%
620,915
-47,920
-7% -$60.8M
AAPL icon
4
Apple
AAPL
$4.9T
$795M 3.34%
3,133,113
-141,205
-4% -$36.7M
FTAI icon
5
FTAI Aviation
FTAI
$21.3B
$698M 2.93%
2,848,227
+497,602
+21% +$132M
MSFT icon
6
Microsoft
MSFT
$2.93T
$611M 2.56%
1,649,513
+28,294
+2% +$11.8M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.23T
$583M 2.45%
2,026,744
-151,734
-7% -$47.7M
HWM icon
8
Howmet Aerospace
HWM
$109B
$528M 2.21%
2,289,697
+70,572
+3% +$16.4M
VRT icon
9
Vertiv
VRT
$111B
$482M 2.02%
1,921,696
-356,020
-16% -$79M
AMZN icon
10
Amazon
AMZN
$2.66T
$475M 1.99%
2,279,654
-51,116
-2% -$11.3M
AXON
11
Axon Enterprise
AXON
$41.1B
$452M 1.9%
1,064,134
+232,957
+28% +$121M
AVGO icon
12
Broadcom
AVGO
$1.76T
$383M 1.61%
1,236,925
+124,607
+11% +$41M
LLY icon
13
Eli Lilly
LLY
$1.05T
$335M 1.41%
364,579
+87,030
+31% +$88.2M
TPR icon
14
Tapestry
TPR
$28.6B
$310M 1.3%
2,198,862
+100,758
+5% +$14.3M
META icon
15
Meta Platforms (Facebook)
META
$1.64T
$301M 1.26%
526,822
-128,461
-20% -$82.3M
LPLA icon
16
LPL Financial
LPLA
$26B
$265M 1.11%
881,506
+255,944
+41% +$85.9M
MKSI icon
17
MKS Inc
MKSI
$21.9B
$241M 1.01%
1,046,763
+206,990
+25% +$46.8M
INSM icon
18
Insmed
INSM
$23.5B
$240M 1.01%
1,468,459
+1,035,938
+240% +$159M
PCVX icon
19
Vaxcyte
PCVX
$8.12B
$212M 0.89%
3,646,138
+106,421
+3% +$5.78M
RKLB icon
20
Rocket Lab Corp
RKLB
$42.3B
$204M 0.85%
3,172,611
+580,168
+22% +$43.7M
NFLX icon
21
Netflix
NFLX
$290B
$189M 0.79%
1,969,994
+372,447
+23% +$32.8M
APG icon
22
APi Group
APG
$17.4B
$188M 0.79%
4,634,929
+1,181,574
+34% +$50.1M
PWR icon
23
Quanta Services
PWR
$94.3B
$182M 0.76%
331,816
+58,288
+21% +$30M
GEV icon
24
GE Vernova
GEV
$284B
$174M 0.73%
199,306
+21,372
+12% +$16.7M
ARES icon
25
Ares Management
ARES
$28.3B
$172M 0.72%
1,572,787
+421,587
+37% +$55.9M
1
2 3 4 5

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Westfield Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Westfield Capital Management held 287 positions worth $23.8B, down 0.71% from $24B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Westfield Capital Management's Q1 2026 filing shows 46 new, 118 increased, 77 reduced and 37 closed positions. Its largest new stake was Amer Sports: 3,937,521 shares worth $130M. The largest sale was Masimo, an estimated $185M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Industrials and Healthcare.

  • Westfield Capital Management's largest Q1 2026 buy was Amer Sports: 3,937,521 shares worth $130M.
  • Westfield Capital Management added most to Insmed in Q1 2026, an estimated $159M increase.
  • Westfield Capital Management's biggest Q1 2026 reduction was Masimo, cutting an estimated $185M.
  • Westfield Capital Management fully exited Commault Systems in Q1 2026, selling an estimated $133M.
  • Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q1 2026.
  • Westfield Capital Management opened 46 new positions and closed 37 in Q1 2026.
  • Westfield Capital Management's portfolio value fell 0.71% quarter-over-quarter to $23.8B.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.