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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
+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
Cap. Flow
-$309M
Cap. Flow %
-1.29%
Top 10 Hldgs %
29.68%
Holding
274
New
39
Increased
117
Reduced
71
Closed
33

Top Buys

Rank Stock Value
1
APG icon
APi Group
APG
+$128M
2
ABVX
Abivax
ABVX
+$110M
3
AME icon
Ametek
AME
+$105M
4
BROS icon
Dutch Bros
BROS
+$101M
5
ABBV icon
AbbVie
ABBV
+$93.8M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$264M
2
MRUS
Merus
MRUS
+$201M
3
FIX icon
Comfort Systems
FIX
+$152M
4
COHR icon
Coherent
COHR
+$121M
5
MNDY icon
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
SMTC icon
26
Semtech
SMTC
$13B
$180M 0.75%
2,448,612
-931,761
-28% -$66.1M
HQY icon
27
HealthEquity
HQY
$8.82B
$179M 0.75%
1,952,452
+235,794
+14% +$22.6M
FITB
28
Fifth Third Bancorp
FITB
$52.6B
$175M 0.73%
3,746,926
+2,126,978
+131% +$93.6M
AZO icon
29
AutoZone
AZO
$49.7B
$173M 0.72%
51,122
+5,352
+12% +$20.2M
MRVL icon
30
Marvell Technology
MRVL
$195B
$166M 0.69%
1,947,807
-664,151
-25% -$58.1M
NTRA icon
31
Natera
NTRA
$45.5B
$164M 0.68%
714,692
+138,890
+24% +$29M
PCVX icon
32
Vaxcyte
PCVX
$8.88B
$163M 0.68%
3,539,717
-192,998
-5% -$8.63M
CWST icon
33
Casella Waste Systems
CWST
$5.76B
$163M 0.68%
1,665,226
+17,319
+1% +$1.61M
NFLX icon
34
Netflix
NFLX
$309B
$150M 0.62%
1,597,547
-708,933
-31% -$76.4M
DT icon
35
Dynatrace
DT
$14.3B
$145M 0.61%
3,356,708
+10,928
+0.3% +$509K
SNOW icon
36
Snowflake
SNOW
$115B
$142M 0.59%
649,105
+74,150
+13% +$18.1M
HUBS icon
37
HubSpot
HUBS
$10.5B
$141M 0.59%
352,154
+217,979
+162% +$90.3M
IOT icon
38
Samsara
IOT
$22.9B
$140M 0.58%
3,953,970
+152,183
+4% +$5.89M
ABVX
39
Abivax
ABVX
$10.9B
$136M 0.57%
+1,009,966
New +$110M
RYTM icon
40
Rhythm Pharmaceuticals
RYTM
$8.1B
$136M 0.57%
1,267,158
+198,154
+19% +$21M
TSM icon
41
TSMC
TSM
$2.23T
$136M 0.56%
446,195
-21,203
-5% -$6.22M
MKSI icon
42
MKS Inc
MKSI
$20.7B
$134M 0.56%
839,773
+516,409
+160% +$76.6M
LEGN icon
43
Legend Biotech
LEGN
$3.99B
$134M 0.56%
6,164,677
+70,191
+1% +$2.01M
CVLT icon
44
Commault Systems
CVLT
$5.87B
$133M 0.55%
1,057,077
+270,902
+34% +$38.1M
WGS icon
45
GeneDx Holdings
WGS
$2.46B
$132M 0.55%
1,018,261
+474,167
+87% +$65.1M
APG icon
46
APi Group
APG
$18.8B
$132M 0.55%
+3,453,355
New +$128M
TEAM icon
47
Atlassian
TEAM
$39.4B
$132M 0.55%
812,215
+489,777
+152% +$76.9M
ADMA icon
48
ADMA Biologics
ADMA
$2.19B
$128M 0.53%
6,992,907
+1,886,105
+37% +$31.8M
RRX icon
49
Regal Rexnord
RRX
$11.5B
$125M 0.52%
893,100
-328,630
-27% -$46.8M
RCL icon
50
Royal Caribbean
RCL
$82.4B
$125M 0.52%
448,653
+112,141
+33% +$31.7M
1
2
3 4 5

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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.