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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
AZO icon
26
AutoZone
AZO
$49.7B
$196M 0.82%
45,770
+7,588
+20% +$30.4M
LPLA icon
27
LPL Financial
LPLA
$29.7B
$191M 0.8%
575,462
-206,770
-26% -$74.9M
TSLA icon
28
Tesla
TSLA
$1.29T
$180M 0.75%
404,220
-34,193
-8% -$11.9M
RRX icon
29
Regal Rexnord
RRX
$11.5B
$175M 0.74%
1,221,730
+351,599
+40% +$51.8M
ORCL icon
30
Oracle
ORCL
$442B
$169M 0.71%
600,197
-78,743
-12% -$20.1M
RBLX icon
31
Roblox
RBLX
$25.4B
$165M 0.69%
1,189,575
+48,502
+4% +$6.03M
ARES icon
32
Ares Management
ARES
$32.1B
$164M 0.69%
1,027,589
-51,180
-5% -$9.23M
GEV icon
33
GE Vernova
GEV
$277B
$163M 0.69%
265,736
-59,552
-18% -$36.1M
HQY icon
34
HealthEquity
HQY
$8.82B
$163M 0.68%
1,716,658
+451,450
+36% +$42.5M
DT icon
35
Dynatrace
DT
$14.3B
$162M 0.68%
3,345,780
+394,054
+13% +$19.9M
COHR icon
36
Coherent
COHR
$69.6B
$159M 0.67%
1,472,963
+698,728
+90% +$69.7M
CWST icon
37
Casella Waste Systems
CWST
$5.76B
$156M 0.66%
1,647,907
+95,600
+6% +$9.62M
DXCM icon
38
DexCom
DXCM
$34.3B
$156M 0.65%
2,312,210
-68,028
-3% -$5.38M
CVLT icon
39
Commault Systems
CVLT
$5.87B
$148M 0.62%
786,175
+452,422
+136% +$81.6M
P
40
Everpure Inc
P
$37B
$147M 0.62%
1,751,558
+717,834
+69% +$47.7M
SN icon
41
SharkNinja
SN
$26.2B
$145M 0.61%
1,402,297
-2,454
-0.2% -$280K
BE icon
42
Bloom Energy
BE
$69.9B
$142M 0.59%
+1,675,282
New +$77.8M
IOT icon
43
Samsara
IOT
$22.9B
$142M 0.59%
3,801,787
+252,681
+7% +$9.38M
PCVX icon
44
Vaxcyte
PCVX
$8.88B
$134M 0.56%
3,732,715
+663,817
+22% +$22M
MNDY icon
45
monday.com
MNDY
$3.63B
$134M 0.56%
693,319
+46,999
+7% +$10.8M
TSM icon
46
TSMC
TSM
$2.23T
$131M 0.55%
467,398
-112,915
-19% -$27.6M
PRIM icon
47
Primoris Services
PRIM
$4.39B
$130M 0.55%
947,308
+293,085
+45% +$31.5M
SNOW icon
48
Snowflake
SNOW
$115B
$130M 0.54%
574,955
+201,332
+54% +$43.2M
RVMD icon
49
Revolution Medicines
RVMD
$44B
$117M 0.49%
2,513,967
+864,563
+52% +$33.9M
RKLB icon
50
Rocket Lab Corp
RKLB
$51.9B
$117M 0.49%
2,437,820
+72,772
+3% +$3.3M
1
2
3 4 5

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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.