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Westfield Capital Management Portfolio holdings
AUM
$30.6B
Turnover
33.96%
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
(+28%)
Cap. Flow
+$1.18B
Cap. Flow % of AUM
Cap. Flow %
3.85%
Top 10 Holdings %
Top 10 Hldgs %
29.23%
Holding
318
New
68
Increased
97
Reduced
105
Closed
40
Avg Time Held
1.9
years
Top 10 Avg Time Held
4.1
years
Top 20 Avg Time Held
2.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$620M |
| 2 |
NVIDIA
NVDA
|
+$362M |
| 3 |
Snowflake
SNOW
|
+$187M |
| 4 |
Axon Enterprise
AXON
|
+$179M |
| 5 |
Gilead Sciences
GILD
|
+$166M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Comfort Systems
FIX
|
+$482M |
| 2 |
Amazon
AMZN
|
+$356M |
| 3 |
Marvell Technology
MRVL
|
+$333M |
| 4 |
Bloom Energy
BE
|
+$303M |
| 5 |
Vertiv
VRT
|
+$275M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.31% |
| 2 | Industrials | 24.01% |
| 3 | Healthcare | 16.38% |
| 4 | Financials | 7.6% |
| 5 | Consumer Discretionary | 7.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.27T
| $1.62B | 5.28% |
8,079,926
+1,762,887
| +28% | +$362M |
2019 Q4
26 quarters
|
|
|
2
Alphabet (Google) Class A
GOOGL
$4.24T
| $1.34B | 4.38% |
3,749,074
+1,722,330
| +85% | +$620M |
2015 Q4
42 quarters
|
|
3
Ascendis Pharma A/S
ASND
$15.1B
| $1.28B | 4.18% |
4,798,267
-15,173
| -0.3% | -$3.54M |
2018 Q2
32 quarters
|
|
|
4
Axon Enterprise
AXON
$30.8B
| $836M | 2.73% |
1,491,490
+427,356
| +40% | +$179M |
2022 Q4
14 quarters
|
|
5
FTAI Aviation
FTAI
$16.9B
| $795M | 2.6% |
2,937,228
+89,001
| +3% | +$22.4M |
2024 Q2
8 quarters
|
|
6
Apple
AAPL
$5.01T
| $745M | 2.43% |
2,573,774
-559,339
| -18% | -$160M |
2013 Q2
52 quarters
|
|
|
7
Comfort Systems
FIX
$52.3B
| $704M | 2.3% |
355,433
-265,482
| -43% | -$482M |
2023 Q4
10 quarters
|
|
8
Broadcom
AVGO
$1.61T
| $588M | 1.92% |
1,556,522
+319,597
| +26% | +$128M |
2018 Q4
30 quarters
|
|
9
Microsoft
MSFT
$3.97T
| $528M | 1.72% |
1,414,294
-235,219
| -14% | -$95.2M |
2013 Q2
52 quarters
|
|
10
Howmet Aerospace
HWM
$87.9B
| $517M | 1.69% |
1,921,476
-368,221
| -16% | -$94.6M |
2025 Q1
5 quarters
|
|
11
Eli Lilly
LLY
$1.11T
| $500M | 1.63% |
416,732
+52,153
| +14% | +$53.3M |
2022 Q2
16 quarters
|
|
|
12
Snowflake
SNOW
$112B
| $442M | 1.44% |
1,736,498
+1,017,688
| +142% | +$187M |
2025 Q2
4 quarters
|
|
13
MKS Inc
MKSI
$14.9B
| $413M | 1.35% |
928,617
-118,146
| -11% | -$37M |
2025 Q3
3 quarters
|
|
14
Meta Platforms (Facebook)
META
$1.79T
| $382M | 1.25% |
677,389
+150,567
| +29% | +$92.1M |
2023 Q1
13 quarters
|
|
|
15
Vertiv
VRT
$80.6B
| $353M | 1.15% |
1,054,361
-867,335
| -45% | -$275M |
2023 Q3
11 quarters
|
|
16
GE Vernova
GEV
$246B
| $283M | 0.93% |
241,272
+41,966
| +21% | +$42.8M |
2024 Q3
7 quarters
|
|
17
Micron Technology
MU
$1.04T
| $263M | 0.86% |
228,203
+127,769
| +127% | +$95.8M |
2026 Q1
1 quarter
|
|
18
Visa
V
$754B
| $262M | 0.85% |
762,403
+305,855
| +67% | +$98.2M |
2013 Q2
52 quarters
|
|
19
APi Group
APG
$17.4B
| $261M | 0.85% |
6,154,301
+1,519,372
| +33% | +$66.4M |
2025 Q4
2 quarters
|
|
20
Tapestry
TPR
$23.3B
| $248M | 0.81% |
1,696,569
-502,293
| -23% | -$72M |
2021 Q1
21 quarters
|
|
21
Rhythm Pharmaceuticals
RYTM
$6.03B
| $245M | 0.8% |
2,208,595
+279,472
| +14% | +$25.3M |
2025 Q1
5 quarters
|
|
22
Life Time Group Holdings
LTH
$9.07B
| $245M | 0.8% |
5,995,254
+2,809,739
| +88% | +$89.2M |
2026 Q1
1 quarter
|
|
23
TSMC
TSM
$2.2T
| $244M | 0.8% |
510,999
+17,495
| +4% | +$7.1M |
2024 Q1
9 quarters
|
|
24
Guardant Health
GH
$21B
| $244M | 0.8% |
1,624,459
+261,920
| +19% | +$28.5M |
2025 Q4
2 quarters
|
|
25
Quanta Services
PWR
$93.6B
| $239M | 0.78% |
331,489
-327
| -0.1% | -$224K |
2025 Q2
4 quarters
|
|
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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.