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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
+2.63%
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
-$170M
(-0.71%)
Cap. Flow
+$283M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
30.33%
Holding
287
New
46
Increased
118
Reduced
77
Closed
37
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Insmed
INSM
|
+$159M |
| 2 |
Amer Sports
AS
|
+$144M |
| 3 |
FTAI Aviation
FTAI
|
+$132M |
| 4 |
AXON
Axon Enterprise
AXON
|
+$121M |
| 5 |
Jones Lang LaSalle
JLL
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MASI
Masimo
MASI
|
+$185M |
| 2 |
Bank of America
BAC
|
+$142M |
| 3 |
Commault Systems
CVLT
|
+$133M |
| 4 |
Atlassian
TEAM
|
+$132M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
ADMA Biologics
ADMA
$2.19B
| – | – |
-6,992,907
| Closed | -$128M |
|
252
Arthur J. Gallagher & Co
AJG
$65.5B
| – | – |
-259,491
| Closed | -$67.2M |
|
253
Alkami Technology
ALKT
$2.16B
| – | – |
-4,118,355
| Closed | -$95M |
|
|
BCYC
254
Bicycle Therapeutics
BCYC
$284M
| – | – |
-3,016,026
| Closed | -$21.4M |
|
255
Beam Therapeutics
BEAM
$2.76B
| – | – |
-8,073
| Closed | -$224K |
|
256
Bio-Rad Laboratories Class A
BIO
$9.68B
| – | – |
-165,107
| Closed | -$50M |
|
257
Booking.com
BKNG
$159B
| – | – |
-5,250
| Closed | -$1.12M |
|
258
Builders FirstSource
BLDR
$7.79B
| – | – |
-475,697
| Closed | -$48.9M |
|
259
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – |
-2,350
| Closed | -$1.18M |
|
260
Burlington
BURL
$22.3B
| – | – |
-302,307
| Closed | -$87.3M |
|
|
CDTX
261
DELISTED
Cidara Therapeutics
CDTX
| – | – |
-1,411
| Closed | -$312K |
|
262
Churchill Downs
CHDN
$6.17B
| – | – |
-4,330
| Closed | -$493K |
|
|
CMA
263
DELISTED
Comerica
CMA
| – | – |
-8,560
| Closed | -$744K |
|
264
CME Group
CME
$94.3B
| – | – |
-21,785
| Closed | -$5.95M |
|
265
Cintas
CTAS
$81.4B
| – | – |
-42,271
| Closed | -$7.95M |
|
|
266
Commault Systems
CVLT
$5.87B
| – | – |
-1,057,077
| Closed | -$133M |
|
267
DraftKings
DKNG
$12.7B
| – | – |
-2,383,054
| Closed | -$82.1M |
|
268
FNB Corp
FNB
$6.86B
| – | – |
-2,903,113
| Closed | -$49.6M |
|
269
FormFactor
FORM
$10.1B
| – | – |
-449,604
| Closed | -$25.1M |
|
270
Halliburton
HAL
$27.7B
| – | – |
-136,881
| Closed | -$3.87M |
|
271
Icon
ICLR
$12.9B
| – | – |
-2,534
| Closed | -$462K |
|
272
iRhythm Holdings
IRTC
$4.13B
| – | – |
-325,063
| Closed | -$57.7M |
|
273
iShares Core S&P US Growth ETF
IUSG
$33.7B
| – | – |
-66,532
| Closed | -$11.2M |
|
274
Mercado Libre
MELI
$92.7B
| – | – |
-313
| Closed | -$630K |
|
275
Oracle
ORCL
$442B
| – | – |
-474,397
| Closed | -$92.5M |
|
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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.