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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
ALKT icon
76
Alkami Technology
ALKT
$2.16B
$95M 0.4%
4,118,355
+1,023,297
+33% +$22.6M
NXT icon
77
Nextpower Inc
NXT
$15.7B
$95M 0.4%
1,090,300
-307,757
-22% -$27.9M
KTOS icon
78
Kratos Defense & Security Solutions
KTOS
$12B
$94.6M 0.39%
1,245,587
+239,771
+24% +$19.6M
SN icon
79
SharkNinja
SN
$26.2B
$94M 0.39%
840,060
-562,237
-40% -$55.4M
ORCL icon
80
Oracle
ORCL
$442B
$92.5M 0.39%
474,397
-125,800
-21% -$30M
ROK icon
81
Rockwell Automation
ROK
$50.1B
$91M 0.38%
233,795
+29,460
+14% +$11.1M
HLI icon
82
Houlihan Lokey
HLI
$8.63B
$90.6M 0.38%
520,002
+113,696
+28% +$20.9M
CHRW icon
83
C.H. Robinson
CHRW
$17.1B
$89.5M 0.37%
556,472
+5,647
+1% +$834K
OPCH icon
84
Option Care Health
OPCH
$3.57B
$88.1M 0.37%
2,765,305
+7,447
+0.3% +$219K
BURL icon
85
Burlington
BURL
$22.3B
$87.3M 0.36%
302,307
+96,412
+47% +$26.2M
FTI icon
86
TechnipFMC
FTI
$29.5B
$87M 0.36%
1,952,427
+472,317
+32% +$19.9M
ORLY icon
87
O'Reilly Automotive
ORLY
$74.5B
$86.9M 0.36%
952,702
+135,676
+17% +$13.3M
IMAX icon
88
IMAX
IMAX
$2.81B
$86.7M 0.36%
2,346,486
+723,861
+45% +$25.2M
FN icon
89
Fabrinet
FN
$20.5B
$86.6M 0.36%
190,170
+27,168
+17% +$11.8M
VST icon
90
Vistra
VST
$49.2B
$86.1M 0.36%
533,945
+41,385
+8% +$7.54M
FCFS icon
91
FirstCash
FCFS
$9.28B
$85.7M 0.36%
537,734
+115,279
+27% +$18.2M
GL icon
92
Globe Life
GL
$13.8B
$85.1M 0.35%
608,813
+178,171
+41% +$24.1M
PR
93
Permian Resources
PR
$18B
$83.5M 0.35%
5,951,186
+2,593,470
+77% +$34.8M
KEY icon
94
KeyCorp
KEY
$24.5B
$83.4M 0.35%
4,040,297
-439,917
-10% -$8.19M
PANW icon
95
Palo Alto Networks
PANW
$315B
$82.6M 0.34%
448,460
+78,101
+21% +$15.8M
DKNG icon
96
DraftKings
DKNG
$12.7B
$82.1M 0.34%
2,383,054
+302,616
+15% +$9.95M
LECO icon
97
Lincoln Electric
LECO
$15.6B
$80.9M 0.34%
337,725
+54,762
+19% +$13M
PCOR icon
98
Procore
PCOR
$8.81B
$80.4M 0.33%
1,105,325
-434,940
-28% -$32.2M
TRU icon
99
TransUnion
TRU
$15.2B
$80.1M 0.33%
933,553
-246,601
-21% -$20.3M
BIRK icon
100
Birkenstock
BIRK
$6.76B
$80M 0.33%
1,954,801
-299,692
-13% -$12.7M
2 3
4
5 6

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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.