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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
AMD icon
226
Advanced Micro Devices
AMD
$700B
$1.02M ﹤0.01%
5,020
-245,435
-98% -$52.4M
MNDY icon
227
monday.com
MNDY
$3.82B
$924K ﹤0.01%
13,370
-585
-4% -$56.1K
GENI icon
228
Genius Sports
GENI
$1.95B
$918K ﹤0.01%
207,150
-5,744,053
-97% -$40.9M
IBM icon
229
IBM
IBM
$213B
$805K ﹤0.01%
3,320
– –
UNH icon
230
UnitedHealth
UNH
$382B
$749K ﹤0.01%
2,767
-227,511
-99% -$67.8M
IVW icon
231
iShares S&P 500 Growth ETF
IVW
$70.5B
$734K ﹤0.01%
+6,487
New +$780K
WCN
232
Waste Connections
WCN
$43.6B
$725K ﹤0.01%
4,466
-308,810
-99% -$51.5M
EQT icon
233
EQT Corp
EQT
$32.9B
$677K ﹤0.01%
10,640
– –
NVO
234
Novo Nordisk
NVO
$228B
$629K ﹤0.01%
+17,108
New +$811K
WAB icon
235
Wabtec
WAB
$49.3B
$622K ﹤0.01%
+2,490
New +$602K
APP icon
236
Applovin
APP
$134B
$501K ﹤0.01%
1,260
-24
-2% -$11.6K
IJK icon
237
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.6B
$494K ﹤0.01%
+4,905
New +$504K
VRTX icon
238
Vertex Pharmaceuticals
VRTX
$123B
$386K ﹤0.01%
864
-268
-24% -$125K
BSX icon
239
Boston Scientific
BSX
$68.4B
$374K ﹤0.01%
5,965
-2,707
-31% -$217K
PODD icon
240
Insulet
PODD
$11.8B
$353K ﹤0.01%
1,682
-384,786
-100% -$96.7M
CNR
241
Core Natural Resources Inc
CNR
$3.93B
$352K ﹤0.01%
+3,360
New +$320K
CCJ icon
242
Cameco
CCJ
$36.8B
$338K ﹤0.01%
+3,110
New +$356K
AMAT icon
243
Applied Materials
AMAT
$347B
$320K ﹤0.01%
936
– –
IONS icon
244
Ionis Pharmaceuticals
IONS
$8.93B
$263K ﹤0.01%
3,502
+345
+11% +$27.2K
SRRK icon
245
Scholar Rock
SRRK
$5.88B
$255K ﹤0.01%
+5,182
New +$232K
AVTX icon
246
Avalo Therapeutics
AVTX
$1.01B
$233K ﹤0.01%
+15,639
New +$245K
STAG icon
247
STAG Industrial
STAG
$7.5B
$233K ﹤0.01%
6,467
– –
PRAX icon
248
Praxis Precision Medicines
PRAX
$8.11B
$213K ﹤0.01%
+662
New +$205K
IMVT icon
249
Immunovant
IMVT
$7.93B
$213K ﹤0.01%
+8,581
New +$222K
LUNG icon
250
Pulmonx
LUNG
$52.8M
$142K ﹤0.01%
110,000
-74,903
-41% -$124K
8 9
10
11 12

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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.