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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
COHR icon
51
Coherent
COHR
$69.6B
$123M 0.51%
665,123
-807,840
-55% -$121M
ROKU icon
52
Roku
ROKU
$22.5B
$121M 0.5%
1,112,478
+9,990
+0.9% +$1.01M
MSCI icon
53
MSCI
MSCI
$40.9B
$119M 0.5%
207,792
+32,445
+19% +$18.2M
PRIM icon
54
Primoris Services
PRIM
$4.39B
$118M 0.49%
952,196
+4,888
+0.5% +$638K
GEV icon
55
GE Vernova
GEV
$277B
$116M 0.48%
177,934
-87,802
-33% -$53.5M
PWR icon
56
Quanta Services
PWR
$102B
$115M 0.48%
273,528
+28,022
+11% +$12.3M
PLMR icon
57
Palomar
PLMR
$3.36B
$113M 0.47%
840,226
+101,698
+14% +$12.4M
LYV icon
58
Live Nation Entertainment
LYV
$43.2B
$110M 0.46%
775,234
+128,864
+20% +$18.5M
PODD icon
59
Insulet
PODD
$10.1B
$110M 0.46%
386,468
+185,081
+92% +$57.9M
BROS icon
60
Dutch Bros
BROS
$8.91B
$109M 0.45%
+1,779,616
New +$101M
COR icon
61
Cencora
COR
$60B
$108M 0.45%
319,215
-6,445
-2% -$2.2M
BLD
62
DELISTED
TopBuild
BLD
$107M 0.44%
255,451
+30,422
+14% +$13M
DSGX icon
63
Descartes Systems
DSGX
$6.65B
$105M 0.44%
1,193,869
+192,538
+19% +$17.2M
HEI.A icon
64
HEICO Corp Class A
HEI.A
$38B
$104M 0.43%
412,041
+2,543
+0.6% +$628K
HLT icon
65
Hilton Worldwide
HLT
$72.6B
$103M 0.43%
357,721
+124,003
+53% +$33.8M
NET icon
66
Cloudflare
NET
$111B
$102M 0.43%
519,475
+38,625
+8% +$8.17M
ITT icon
67
ITT
ITT
$19.4B
$102M 0.42%
587,446
+19,419
+3% +$3.48M
P
68
Everpure Inc
P
$37B
$102M 0.42%
1,520,219
-231,339
-13% -$19.3M
IDXX icon
69
Idexx Laboratories
IDXX
$45B
$99.8M 0.42%
147,447
+53,318
+57% +$36.3M
BE icon
70
Bloom Energy
BE
$69.9B
$99.5M 0.41%
1,145,296
-529,986
-32% -$55.7M
XPO icon
71
XPO
XPO
$24.5B
$98.4M 0.41%
724,214
+29,500
+4% +$4.02M
EWBC icon
72
East-West Bancorp
EWBC
$18.5B
$98.2M 0.41%
874,152
+284,617
+48% +$30.2M
DASH icon
73
DoorDash
DASH
$92.1B
$96.3M 0.4%
425,080
+31,452
+8% +$7.38M
ABBV icon
74
AbbVie
ABBV
$440B
$95.9M 0.4%
419,784
+411,856
+5,195% +$93.8M
DXCM icon
75
DexCom
DXCM
$34.3B
$95.6M 0.4%
1,439,689
-872,521
-38% -$56.4M
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.