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Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $30.6B
1-Year Est. Return 61.81%
This Fund
S&P 500
This Quarter Est. Return
+32.34%
1 Year Est. Return
+61.81%
3 Year Est. Return
+195.36%
5 Year Est. Return
+240.54%
10 Year Est. Return
+1,285%
AUM
$30.6B
AUM Growth
+$6.78B
Cap. Flow
+$1.18B
Cap. Flow %
3.85%
Top 10 Hldgs %
29.23%
Holding
318
New
68
Increased
97
Reduced
105
Closed
40

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$620M
2
NVDA icon
NVIDIA
NVDA
+$362M
3
SNOW icon
Snowflake
SNOW
+$187M
4
AXON
Axon Enterprise
AXON
+$179M
5
GILD icon
Gilead Sciences
GILD
+$166M

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$482M
2
AMZN icon
Amazon
AMZN
+$356M
3
MRVL icon
Marvell Technology
MRVL
+$333M
4
BE icon
Bloom Energy
BE
+$303M
5
VRT icon
Vertiv
VRT
+$275M

Sector Composition

Rank Sector Weight
1 Technology 33.44%
2 Industrials 24.01%
3 Healthcare 16.38%
4 Financials 7.6%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.52T
$1.62B 5.28%
8,079,926
+1,762,887
+28% +$362M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.19T
$1.34B 4.38%
3,749,074
+1,722,330
+85% +$620M
ASND icon
3
Ascendis Pharma A/S
ASND
$17.8B
$1.28B 4.18%
4,798,267
-15,173
-0.3% -$3.54M
AXON
4
Axon Enterprise
AXON
$43.7B
$836M 2.73%
1,491,490
+427,356
+40% +$179M
FTAI icon
5
FTAI Aviation
FTAI
$20.5B
$795M 2.6%
2,937,228
+89,001
+3% +$22.4M
AAPL icon
6
Apple
AAPL
$4.79T
$745M 2.43%
2,573,774
-559,339
-18% -$160M
FIX icon
7
Comfort Systems
FIX
$55.6B
$704M 2.3%
355,433
-265,482
-43% -$482M
AVGO icon
8
Broadcom
AVGO
$1.7T
$588M 1.92%
1,556,522
+319,597
+26% +$128M
MSFT icon
9
Microsoft
MSFT
$3.79T
$528M 1.72%
1,414,294
-235,219
-14% -$95.2M
HWM icon
10
Howmet Aerospace
HWM
$104B
$517M 1.69%
1,921,476
-368,221
-16% -$94.6M
LLY icon
11
Eli Lilly
LLY
$1.03T
$500M 1.63%
416,732
+52,153
+14% +$53.3M
SNOW icon
12
Snowflake
SNOW
$124B
$442M 1.44%
1,736,498
+1,017,688
+142% +$187M
MKSI icon
13
MKS Inc
MKSI
$16.9B
$413M 1.35%
928,617
-118,146
-11% -$37M
META icon
14
Meta Platforms (Facebook)
META
$1.56T
$382M 1.25%
677,389
+150,567
+29% +$92.1M
VRT icon
15
Vertiv
VRT
$103B
$353M 1.15%
1,054,361
-867,335
-45% -$275M
GEV icon
16
GE Vernova
GEV
$251B
$283M 0.93%
241,272
+41,966
+21% +$42.8M
MU icon
17
Micron Technology
MU
$1.08T
$263M 0.86%
228,203
+127,769
+127% +$95.8M
V icon
18
Visa
V
$707B
$262M 0.85%
762,403
+305,855
+67% +$98.2M
APG icon
19
APi Group
APG
$17.3B
$261M 0.85%
6,154,301
+1,519,372
+33% +$66.4M
TPR icon
20
Tapestry
TPR
$24.4B
$248M 0.81%
1,696,569
-502,293
-23% -$72M
RYTM icon
21
Rhythm Pharmaceuticals
RYTM
$7.22B
$245M 0.8%
2,208,595
+279,472
+14% +$25.3M
LTH icon
22
Life Time Group Holdings
LTH
$9.63B
$245M 0.8%
5,995,254
+2,809,739
+88% +$89.2M
TSM icon
23
TSMC
TSM
$2.16T
$244M 0.8%
510,999
+17,495
+4% +$7.1M
GH icon
24
Guardant Health
GH
$21.6B
$244M 0.8%
1,624,459
+261,920
+19% +$28.5M
PWR icon
25
Quanta Services
PWR
$93.2B
$239M 0.78%
331,489
-327
-0.1% -$224K
1
2 3 4 5

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Westfield Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Westfield Capital Management held 318 positions worth $30.6B, up 28% from $23.8B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Westfield Capital Management deployed $1.18B of net new capital in Q2 2026, opening 68 new positions and adding to 97 existing holdings. Its largest new stake was Carpenter Technology: 314,082 shares worth $194M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 28% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Comfort Systems, an estimated $482M trimmed.

  • Westfield Capital Management's largest Q2 2026 buy was Carpenter Technology: 314,082 shares worth $194M.
  • Westfield Capital Management added most to Alphabet (Google) Class A in Q2 2026, an estimated $620M increase.
  • Westfield Capital Management's biggest Q2 2026 reduction was Comfort Systems, cutting an estimated $482M.
  • Westfield Capital Management fully exited Kratos Defense & Security Solutions in Q2 2026, selling an estimated $110M.
  • Westfield Capital Management's ten largest holdings make up 29% of its $30.6B portfolio in Q2 2026.
  • Westfield Capital Management opened 68 new positions and closed 40 in Q2 2026.
  • Westfield Capital Management's portfolio value rose 28% quarter-over-quarter to $30.6B.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.