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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
BLD
76
DELISTED
TopBuild
BLD
$88M 0.37%
+225,029
New +$89.8M
KKR icon
77
KKR & Co
KKR
$99.5B
$87.4M 0.37%
+672,895
New +$95.5M
PLMR icon
78
Palomar
PLMR
$3.36B
$86.2M 0.36%
738,528
+330,592
+81% +$41.9M
COST icon
79
Costco
COST
$421B
$85.3M 0.36%
92,163
-52,463
-36% -$50.3M
KEY icon
80
KeyCorp
KEY
$24.5B
$83.7M 0.35%
4,480,214
-198,574
-4% -$3.68M
HLI icon
81
Houlihan Lokey
HLI
$8.63B
$83.4M 0.35%
406,306
+60,782
+18% +$11.9M
UNH icon
82
UnitedHealth
UNH
$364B
$83.2M 0.35%
241,010
+10,977
+5% +$3.32M
AJG icon
83
Arthur J. Gallagher & Co
AJG
$65.5B
$82.9M 0.35%
267,709
-53,897
-17% -$16.2M
DKNG icon
84
DraftKings
DKNG
$12.7B
$77.8M 0.33%
2,080,438
-562,887
-21% -$25M
ALKT icon
85
Alkami Technology
ALKT
$2.16B
$76.9M 0.32%
3,095,058
+1,904,474
+160% +$48.6M
OPCH icon
86
Option Care Health
OPCH
$3.57B
$76.6M 0.32%
2,757,858
-303,616
-10% -$8.79M
PANW icon
87
Palo Alto Networks
PANW
$315B
$75.4M 0.32%
+370,359
New +$70.9M
ADMA icon
88
ADMA Biologics
ADMA
$2.19B
$74.9M 0.31%
+5,106,802
New +$87.5M
BLDR icon
89
Builders FirstSource
BLDR
$7.79B
$74.7M 0.31%
+616,032
New +$81.7M
WYNN icon
90
Wynn Resorts
WYNN
$10.6B
$73.6M 0.31%
+573,694
New +$66.2M
CHRW icon
91
C.H. Robinson
CHRW
$17.1B
$72.9M 0.31%
+550,825
New +$64.6M
VMC icon
92
Vulcan Materials
VMC
$36.3B
$72.8M 0.31%
236,556
-12,127
-5% -$3.44M
GENI icon
93
Genius Sports
GENI
$2.12B
$72.4M 0.3%
5,850,083
+2,647,948
+83% +$31.7M
FITB
94
Fifth Third Bancorp
FITB
$52.6B
$72.2M 0.3%
1,619,948
+340,030
+27% +$14.9M
RYAN icon
95
Ryan Specialty Holdings
RYAN
$11B
$72M 0.3%
1,278,134
-1,681
-0.1% -$99.6K
OWL icon
96
Blue Owl Capital
OWL
$19.1B
$71.6M 0.3%
4,228,444
-924,016
-18% -$17.6M
ROK icon
97
Rockwell Automation
ROK
$50.1B
$71.4M 0.3%
204,335
-10,345
-5% -$3.57M
PRI icon
98
Primerica
PRI
$9.57B
$71.3M 0.3%
256,774
+6,623
+3% +$1.78M
PRCT icon
99
Procept Biorobotics
PRCT
$1.22B
$70.3M 0.3%
1,970,147
+371,798
+23% +$17M
INSM icon
100
Insmed
INSM
$28.9B
$70.3M 0.29%
487,927
-851,361
-64% -$104M
2 3
4
5 6

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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.