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Westfield Capital Management Portfolio holdings
AUM
$30.6B
1-Year Est. Return
61.81%
This Fund
S&P 500
This Quarter
Est. Return
+4.97%
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
$24B
AUM Growth
+$172M
(+0.72%)
Cap. Flow
-$309M
Cap. Flow
% of AUM
-1.29%
Top 10 Holdings %
Top 10 Hldgs %
29.68%
Holding
274
New
39
Increased
117
Reduced
71
Closed
33
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
APi Group
APG
|
+$128M |
| 2 |
ABVX
Abivax
ABVX
|
+$110M |
| 3 |
Ametek
AME
|
+$105M |
| 4 |
Dutch Bros
BROS
|
+$101M |
| 5 |
AbbVie
ABBV
|
+$93.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TransDigm Group
TDG
|
+$264M |
| 2 |
MRUS
Merus
MRUS
|
+$201M |
| 3 |
Comfort Systems
FIX
|
+$152M |
| 4 |
Coherent
COHR
|
+$121M |
| 5 |
monday.com
MNDY
|
+$114M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.89% |
| 2 | Industrials | 21.65% |
| 3 | Healthcare | 18.09% |
| 4 | Financials | 10.52% |
| 5 | Consumer Discretionary | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
IBM
IBM
$222B
| $983K | ﹤0.01% |
3,320
| – | – |
|
227
Applovin
APP
$102B
| $865K | ﹤0.01% |
1,284
| – | – |
|
228
Boston Scientific
BSX
$74.5B
| $827K | ﹤0.01% |
8,672
+1,080
| +14% | +$106K |
|
229
Plexus
PLXS
$7.25B
| $764K | ﹤0.01% |
5,200
| – | – |
|
|
CMA
230
DELISTED
Comerica
CMA
| $744K | ﹤0.01% |
8,560
| – | – |
|
231
Mercado Libre
MELI
$92.7B
| $630K | ﹤0.01% |
313
| – | – |
|
232
EQT Corp
EQT
$33.8B
| $570K | ﹤0.01% |
10,640
| – | – |
|
233
Vertex Pharmaceuticals
VRTX
$133B
| $513K | ﹤0.01% |
+1,132
| New | +$488K |
|
234
Churchill Downs
CHDN
$6.17B
| $493K | ﹤0.01% |
+4,330
| New | +$449K |
|
235
Icon
ICLR
$12.9B
| $462K | ﹤0.01% |
2,534
-393,820
| -99% | -$70.1M |
|
236
Pulmonx
LUNG
$98.4M
| $409K | ﹤0.01% |
+184,903
| New | +$348K |
|
|
CDTX
237
DELISTED
Cidara Therapeutics
CDTX
| $312K | ﹤0.01% |
+1,411
| New | +$228K |
|
238
Ionis Pharmaceuticals
IONS
$9.39B
| $250K | ﹤0.01% |
3,157
+64
| +2% | +$4.82K |
|
239
Applied Materials
AMAT
$435B
| $241K | ﹤0.01% |
+936
| New | +$224K |
|
240
STAG Industrial
STAG
$7.12B
| $238K | ﹤0.01% |
6,467
-159,732
| -96% | -$6.06M |
|
241
Beam Therapeutics
BEAM
$2.76B
| $224K | ﹤0.01% |
+8,073
| New | +$206K |
|
242
Ameriprise Financial
AMP
$49.9B
| – | – |
-14,691
| Closed | -$7.22M |
|
243
Maplebear
CART
$11.2B
| – | – |
-51,381
| Closed | -$1.89M |
|
244
Check Point Software Technologies
CHKP
$13.2B
| – | – |
-99,472
| Closed | -$20.6M |
|
245
Costco
COST
$421B
| – | – |
-92,163
| Closed | -$85.3M |
|
246
Brinker International
EAT
$10.5B
| – | – |
-416,056
| Closed | -$52.7M |
|
247
Entegris
ENTG
$24.6B
| – | – |
-460,440
| Closed | -$42.6M |
|
|
ETNB
248
DELISTED
89bio
ETNB
| – | – |
-3,291,369
| Closed | -$48.4M |
|
249
Shift4
FOUR
$3.47B
| – | – |
-653,828
| Closed | -$50.6M |
|
250
GE HealthCare
GEHC
$32.6B
| – | – |
-4,322
| Closed | -$325K |
|
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Westfield Capital Management's Q4 2025 Portfolio in Review
As of Q4 2025, Westfield Capital Management held 274 positions worth $24B, up 0.72% from $23.8B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Westfield Capital Management's Q4 2025 filing shows 39 new, 117 increased, 71 reduced and 33 closed positions. Its largest new stake was APi Group: 3,453,355 shares worth $132M. The largest sale was TransDigm Group, an estimated $264M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Industrials and Healthcare.
- Westfield Capital Management's largest Q4 2025 buy was APi Group: 3,453,355 shares worth $132M.
- Westfield Capital Management added most to Ametek in Q4 2025, an estimated $105M increase.
- Westfield Capital Management's biggest Q4 2025 reduction was TransDigm Group, cutting an estimated $264M.
- Westfield Capital Management fully exited Merus in Q4 2025, selling an estimated $201M.
- Westfield Capital Management's ten largest holdings make up 30% of its $24B portfolio in Q4 2025.
- Westfield Capital Management opened 39 new positions and closed 33 in Q4 2025.
- Westfield Capital Management's portfolio value rose 0.72% quarter-over-quarter to $24B.
Based on Westfield Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.