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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
+13.49%
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
$23.8B
AUM Growth
-$10.9M
Cap. Flow
-$1.73B
Cap. Flow %
-7.25%
Top 10 Hldgs %
30.48%
Holding
282
New
43
Increased
80
Reduced
99
Closed
47

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$192M
2
PLTR icon
Palantir
PLTR
+$97.1M
3
KKR icon
KKR & Co
KKR
+$95.5M
4
BLD
TopBuild
BLD
+$89.8M
5
ADMA icon
ADMA Biologics
ADMA
+$87.5M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$181M
2
CRM icon
Salesforce
CRM
+$177M
3
FN icon
Fabrinet
FN
+$165M
4
BMI icon
Badger Meter
BMI
+$150M
5
TXRH icon
Texas Roadhouse
TXRH
+$132M

Sector Composition

Rank Sector Weight
1 Technology 31.27%
2 Industrials 21.02%
3 Healthcare 16.43%
4 Financials 10.03%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLR icon
251
Fluor
FLR
$6.96B
– –
-818,396
Closed -$42M
G icon
252
Genpact
G
$5.7B
– –
-102,176
Closed -$4.5M
GLOB icon
253
Globant
GLOB
$1.67B
– –
-1,100,526
Closed -$100M
GPN icon
254
Global Payments
GPN
$23.4B
– –
-43,566
Closed -$3.49M
INTA icon
255
Intapp
INTA
$3.05B
– –
-748,884
Closed -$38.7M
INTU icon
256
Intuit
INTU
$91.6B
– –
-1,410
Closed -$1.11M
ISRG icon
257
Intuitive Surgical
ISRG
$142B
– –
-1,280
Closed -$696K
ITW icon
258
Illinois Tool Works
ITW
$83.3B
– –
-8,882
Closed -$2.2M
KMPR icon
259
Kemper
KMPR
$1.56B
– –
-1,310,206
Closed -$84.6M
LNTH icon
260
Lantheus
LNTH
$6.57B
– –
-1,495,072
Closed -$122M
LRN icon
261
Stride
LRN
$3.27B
– –
-126,656
Closed -$18.4M
MCD icon
262
McDonald's
MCD
$195B
– –
-18,155
Closed -$5.3M
MEDP icon
263
Medpace
MEDP
$16.7B
– –
-703
Closed -$221K
MKC icon
264
McCormick & Company Non-Voting
MKC
$14.2B
– –
-556,692
Closed -$42.2M
MLTX icon
265
MoonLake Immunotherapeutics
MLTX
$1.47B
– –
-1,259,376
Closed -$59.4M
MWA icon
266
Mueller Water Products
MWA
$4.09B
– –
-2,166,945
Closed -$52.1M
NVO
267
Novo Nordisk
NVO
$203B
– –
-5,995
Closed -$414K
OKTA icon
268
Okta
OKTA
$25.6B
– –
-570,323
Closed -$57M
PCTY icon
269
Paylocity
PCTY
$7.73B
– –
-18,840
Closed -$3.41M
PG icon
270
Procter & Gamble
PG
$335B
– –
-48,627
Closed -$7.75M
PGR icon
271
Progressive
PGR
$121B
– –
-450,331
Closed -$120M
SFM icon
272
Sprouts Farmers Market
SFM
$8.03B
– –
-478,370
Closed -$78.8M
SNY icon
273
Sanofi
SNY
$105B
– –
-86,114
Closed -$4.16M
TECH icon
274
Bio-Techne
TECH
$11.3B
– –
-9,570
Closed -$492K
TW icon
275
Tradeweb Markets
TW
$21.9B
– –
-447,615
Closed -$65.5M
8 9 10
11
12

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Westfield Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Westfield Capital Management held 282 positions worth $23.8B, down 0.05% from $23.8B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Westfield Capital Management withdrew a net $1.73B in Q3 2025, closing 47 positions and reducing 99 holdings. Its most notable exit was Salesforce, an estimated $177M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Westfield Capital Management opened a new position in Marvell Technology worth $220M.

  • Westfield Capital Management's largest Q3 2025 buy was Marvell Technology: 2,611,958 shares worth $220M.
  • Westfield Capital Management added most to Palantir in Q3 2025, an estimated $97.1M increase.
  • Westfield Capital Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $181M.
  • Westfield Capital Management fully exited Salesforce in Q3 2025, selling an estimated $177M.
  • Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q3 2025.
  • Westfield Capital Management opened 43 new positions and closed 47 in Q3 2025.
  • Westfield Capital Management's portfolio value fell 0.05% quarter-over-quarter to $23.8B.

Based on Westfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.