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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
+22.24%
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
+$3.29B
Cap. Flow
-$258M
Cap. Flow %
-1.08%
Top 10 Hldgs %
29.73%
Holding
282
New
38
Increased
72
Reduced
115
Closed
43

Top Buys

Rank Stock Value
1
AZO icon
AutoZone
AZO
+$141M
2
HWM icon
Howmet Aerospace
HWM
+$120M
3
AMAT icon
Applied Materials
AMAT
+$109M
4
ROL icon
Rollins
ROL
+$100M
5
RBLX icon
Roblox
RBLX
+$89.6M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$222M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$145M
3
DKS icon
Dick's Sporting Goods
DKS
+$127M
4
TEAM icon
Atlassian
TEAM
+$110M
5
APP icon
Applovin
APP
+$95.9M

Sector Composition

Rank Sector Weight
1 Technology 30.75%
2 Industrials 18.34%
3 Healthcare 16.46%
4 Consumer Discretionary 11.8%
5 Financials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MASI
26
DELISTED
Masimo
MASI
$199M 0.83%
1,181,203
+509,724
+76% +$81.4M
FN icon
27
Fabrinet
FN
$20.8B
$195M 0.82%
663,310
+336,173
+103% +$74.9M
ARES icon
28
Ares Management
ARES
$32.1B
$187M 0.78%
1,078,769
-49,646
-4% -$7.85M
CWST icon
29
Casella Waste Systems
CWST
$5.81B
$179M 0.75%
1,552,307
+44,464
+3% +$5.14M
CRM icon
30
Salesforce
CRM
$157B
$177M 0.74%
647,474
-135,455
-17% -$36.2M
GEV icon
31
GE Vernova
GEV
$278B
$172M 0.72%
325,288
-187,479
-37% -$78.1M
DT icon
32
Dynatrace
DT
$14.3B
$163M 0.68%
2,951,726
+41,173
+1% +$2.06M
CHKP icon
33
Check Point Software Technologies
CHKP
$13.1B
$150M 0.63%
678,958
-185,759
-21% -$40.9M
BMI icon
34
Badger Meter
BMI
$3.88B
$150M 0.63%
612,809
+268,799
+78% +$60.9M
ORCL icon
35
Oracle
ORCL
$441B
$148M 0.62%
678,940
-19,786
-3% -$3.2M
COST icon
36
Costco
COST
$421B
$143M 0.6%
144,626
-3,530
-2% -$3.51M
AZO icon
37
AutoZone
AZO
$49.7B
$142M 0.59%
+38,182
New +$141M
IOT icon
38
Samsara
IOT
$22.9B
$141M 0.59%
3,549,106
+25,716
+0.7% +$1.06M
TSLA icon
39
Tesla
TSLA
$1.29T
$139M 0.58%
438,413
-36,307
-8% -$10.9M
SN icon
40
SharkNinja
SN
$26.4B
$139M 0.58%
1,404,751
+174,967
+14% +$15.1M
INSM icon
41
Insmed
INSM
$28.9B
$135M 0.57%
1,339,288
-67,321
-5% -$5.15M
HQY icon
42
HealthEquity
HQY
$8.85B
$133M 0.56%
1,265,208
+701,819
+125% +$66.5M
TXRH icon
43
Texas Roadhouse
TXRH
$14B
$132M 0.55%
705,622
+3,574
+0.5% +$641K
TSM icon
44
TSMC
TSM
$2.24T
$131M 0.55%
580,313
-75,054
-11% -$13.9M
AMAT icon
45
Applied Materials
AMAT
$438B
$127M 0.53%
694,431
+689,272
+13,361% +$109M
RRX icon
46
Regal Rexnord
RRX
$11.5B
$126M 0.53%
870,131
-131,046
-13% -$16.4M
SMTC icon
47
Semtech
SMTC
$13.2B
$124M 0.52%
2,747,260
+1,424,909
+108% +$50.7M
LNTH icon
48
Lantheus
LNTH
$6.58B
$122M 0.51%
1,495,072
-94,073
-6% -$8.26M
GKOS icon
49
Glaukos
GKOS
$10.9B
$121M 0.51%
1,167,853
+83,669
+8% +$7.85M
PGR icon
50
Progressive
PGR
$121B
$120M 0.5%
450,331
-261,918
-37% -$71.8M
1
2
3 4 5

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Westfield Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Westfield Capital Management held 282 positions worth $23.8B, up 16% from $20.5B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Westfield Capital Management's Q2 2025 filing shows 38 new, 72 increased, 115 reduced and 43 closed positions. Its largest new stake was AutoZone: 38,182 shares worth $142M. The largest sale was Palantir, an estimated $222M.

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

  • Westfield Capital Management's largest Q2 2025 buy was AutoZone: 38,182 shares worth $142M.
  • Westfield Capital Management added most to Howmet Aerospace in Q2 2025, an estimated $120M increase.
  • Westfield Capital Management's biggest Q2 2025 reduction was Palantir, cutting an estimated $222M.
  • Westfield Capital Management fully exited Dick's Sporting Goods in Q2 2025, selling an estimated $127M.
  • Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q2 2025.
  • Westfield Capital Management opened 38 new positions and closed 43 in Q2 2025.
  • Westfield Capital Management's portfolio value rose 16% quarter-over-quarter to $23.8B.

Based on Westfield Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.