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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
WTFC icon
101
Wintrust Financial
WTFC
$11B
$78.3M 0.33%
559,762
+102,798
+22% +$13.7M
ONTO icon
102
Onto Innovation
ONTO
$20.6B
$76.3M 0.32%
483,082
+8,552
+2% +$1.21M
UNH icon
103
UnitedHealth
UNH
$364B
$76M 0.32%
230,278
-10,732
-4% -$3.64M
FICO icon
104
Fair Isaac
FICO
$22.6B
$75.4M 0.31%
44,593
+12,125
+37% +$20.9M
INSM icon
105
Insmed
INSM
$28.9B
$75.3M 0.31%
432,521
-55,406
-11% -$10.1M
BRZE icon
106
Braze
BRZE
$3.12B
$75M 0.31%
2,187,275
+9,322
+0.4% +$276K
JBL icon
107
Jabil
JBL
$38.4B
$74.9M 0.31%
328,412
+62,265
+23% +$13.3M
SAIA icon
108
Saia
SAIA
$9.73B
$74.7M 0.31%
228,751
+843
+0.4% +$255K
DHR icon
109
Danaher
DHR
$145B
$73.6M 0.31%
321,487
+316,534
+6,391% +$69.6M
AIT icon
110
Applied Industrial Technologies
AIT
$13B
$73.3M 0.31%
285,290
+50,556
+22% +$12.9M
VMC icon
111
Vulcan Materials
VMC
$36.3B
$72.5M 0.3%
254,044
+17,488
+7% +$5.13M
FFIV icon
112
F5
FFIV
$24B
$71.8M 0.3%
281,299
+265,079
+1,634% +$71.3M
RRR icon
113
Red Rock Resorts
RRR
$3.73B
$71.7M 0.3%
1,157,653
+10,236
+0.9% +$599K
SLAB icon
114
Silicon Laboratories
SLAB
$7.22B
$71.5M 0.3%
547,403
+205,093
+60% +$27M
IEX icon
115
IDEX
IEX
$17.7B
$71.5M 0.3%
401,998
+3,715
+0.9% +$635K
CELH icon
116
Celsius Holdings
CELH
$6.99B
$70.6M 0.29%
+1,544,215
New +$77.8M
WYNN icon
117
Wynn Resorts
WYNN
$10.6B
$70M 0.29%
581,717
+8,023
+1% +$992K
KKR icon
118
KKR & Co
KKR
$99.5B
$69.7M 0.29%
546,499
-126,396
-19% -$15.7M
LGN
119
Legence Corp
LGN
$5.28B
$69.4M 0.29%
+1,613,326
New +$63.8M
GRMN
120
Garmin
GRMN
$59.8B
$68.1M 0.28%
+335,744
New +$73M
CRDO icon
121
Credo Technology Group
CRDO
$50B
$67.7M 0.28%
470,687
-2,154
-0.5% -$331K
AJG icon
122
Arthur J. Gallagher & Co
AJG
$65.5B
$67.2M 0.28%
259,491
-8,218
-3% -$2.18M
MDB icon
123
MongoDB
MDB
$35.2B
$67M 0.28%
159,529
-21,785
-12% -$7.93M
OWL icon
124
Blue Owl Capital
OWL
$19.1B
$66.1M 0.28%
4,423,608
+195,164
+5% +$3.05M
ADPT icon
125
Adaptive Biotechnologies
ADPT
$4.02B
$65.9M 0.27%
+4,060,481
New +$66.3M
3 4
5
6 7

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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.