We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
251
Glaukos
GKOS
$11B
| – | – |
-1,231,641
| Closed | -$100M |
|
252
Intercontinental Exchange
ICE
$85B
| – | – |
-378,565
| Closed | -$63.8M |
|
253
International Paper
IP
$21.8B
| – | – |
-2,341,336
| Closed | -$109M |
|
254
Kyndryl
KD
$2.85B
| – | – |
-1,315,656
| Closed | -$39.5M |
|
255
Kinsale Capital Group
KNSL
$8.51B
| – | – |
-142,146
| Closed | -$60.4M |
|
256
Kroger
KR
$34.3B
| – | – |
-63,932
| Closed | -$4.31M |
|
|
MRUS
257
DELISTED
Merus
MRUS
| – | – |
-2,132,489
| Closed | -$201M |
|
258
Northern Oil and Gas
NOG
$2.57B
| – | – |
-1,899,017
| Closed | -$47.1M |
|
259
NXP Semiconductors
NXPI
$58.9B
| – | – |
-89,996
| Closed | -$20.5M |
|
260
Pinterest
PINS
$13B
| – | – |
-2,023,270
| Closed | -$65.1M |
|
261
Procept Biorobotics
PRCT
$1.22B
| – | – |
-1,970,147
| Closed | -$70.3M |
|
262
uniQure
QURE
$3.13B
| – | – |
-3,828
| Closed | -$223K |
|
263
RH
RH
$3.41B
| – | – |
-332,901
| Closed | -$67.6M |
|
264
Riot Platforms
RIOT
$7.63B
| – | – |
-1,350,027
| Closed | -$25.7M |
|
|
SLNO
265
DELISTED
Soleno Therapeutics
SLNO
| – | – |
-899,157
| Closed | -$60.8M |
|
266
Super Micro Computer
SMCI
$24.3B
| – | – |
-359,439
| Closed | -$17.2M |
|
267
Spotify
SPOT
$101B
| – | – |
-84,006
| Closed | -$58.6M |
|
268
TTM Technologies
TTMI
$14.5B
| – | – |
-994,282
| Closed | -$57.3M |
|
269
Twilio
TWLO
$37.9B
| – | – |
-591,367
| Closed | -$59.2M |
|
270
Veeva Systems
VEEV
$39.2B
| – | – |
-217,754
| Closed | -$64.9M |
|
271
Welltower
WELL
$166B
| – | – |
-32,189
| Closed | -$5.73M |
|
272
Waste Management
WM
$90.5B
| – | – |
-18,777
| Closed | -$4.15M |
|
273
WillScot Mobile Mini Holdings
WSC
$4B
| – | – |
-2,049,820
| Closed | -$43.3M |
|
|
BWIN
274
Baldwin Insurance Group
BWIN
$3B
| – | – |
-1,071,136
| Closed | -$30.2M |
|
Similar funds
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.