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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
PRCT icon
76
Procept Biorobotics
PRCT
$1.22B
$92.1M 0.39%
1,598,349
+849,792
+114% +$48M
DASH icon
77
DoorDash
DASH
$92.1B
$90.8M 0.38%
+368,152
New +$73.8M
NET icon
78
Cloudflare
NET
$111B
$87.9M 0.37%
+448,696
New +$65.1M
RYAN icon
79
Ryan Specialty Holdings
RYAN
$11B
$87M 0.36%
1,279,815
+201,582
+19% +$13.9M
IT icon
80
Gartner
IT
$11.3B
$86.1M 0.36%
212,927
+198,557
+1,382% +$83.1M
RKLB icon
81
Rocket Lab Corp
RKLB
$51.9B
$84.6M 0.35%
2,365,048
-221,484
-9% -$5.42M
KMPR icon
82
Kemper
KMPR
$1.56B
$84.6M 0.35%
1,310,206
+117,542
+10% +$7.27M
SNOW icon
83
Snowflake
SNOW
$115B
$83.6M 0.35%
+373,623
New +$67.6M
MSCI icon
84
MSCI
MSCI
$40.9B
$83.3M 0.35%
144,360
-31,276
-18% -$17.3M
BIRK icon
85
Birkenstock
BIRK
$6.76B
$82.5M 0.35%
1,676,950
+104,265
+7% +$5.36M
KEY icon
86
KeyCorp
KEY
$24.5B
$81.5M 0.34%
4,678,788
+1,710,253
+58% +$26.5M
TRU icon
87
TransUnion
TRU
$15.2B
$81.2M 0.34%
922,286
+92,258
+11% +$7.69M
ICE icon
88
Intercontinental Exchange
ICE
$85B
$80.9M 0.34%
+440,726
New +$75.7M
COR icon
89
Cencora
COR
$60B
$80.6M 0.34%
268,752
-20,217
-7% -$5.82M
SFM icon
90
Sprouts Farmers Market
SFM
$8.03B
$78.8M 0.33%
478,370
+8,645
+2% +$1.41M
WSC icon
91
WillScot Mobile Mini Holdings
WSC
$4B
$78.4M 0.33%
2,861,031
+57,946
+2% +$1.54M
FICO icon
92
Fair Isaac
FICO
$22.6B
$77.3M 0.32%
42,304
-6,523
-13% -$12.2M
IEX icon
93
IDEX
IEX
$17.7B
$77M 0.32%
438,664
-6,539
-1% -$1.16M
UNH icon
94
UnitedHealth
UNH
$364B
$71.8M 0.3%
230,033
-6,141
-3% -$2.35M
NXT icon
95
Nextpower Inc
NXT
$15.7B
$71.6M 0.3%
1,317,564
+74,413
+6% +$3.73M
AME icon
96
Ametek
AME
$59.3B
$71.6M 0.3%
395,416
-11,462
-3% -$1.97M
ROK icon
97
Rockwell Automation
ROK
$50.1B
$71.3M 0.3%
214,680
-5,180
-2% -$1.48M
PINS icon
98
Pinterest
PINS
$13B
$71.2M 0.3%
+1,986,093
New +$60.3M
TOST icon
99
Toast
TOST
$19.7B
$71M 0.3%
1,602,654
+1,372,686
+597% +$53.9M
HUBS icon
100
HubSpot
HUBS
$10.5B
$69.8M 0.29%
125,407
-41,250
-25% -$24.2M
2 3
4
5 6

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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.