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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
GENI icon
126
Genius Sports
GENI
$2.12B
$65.6M 0.27%
5,951,203
+101,120
+2% +$1.1M
AFRM icon
127
Affirm
AFRM
$24.6B
$63.4M 0.26%
851,834
+150,227
+21% +$10.8M
ZS icon
128
Zscaler
ZS
$28.7B
$63.2M 0.26%
+280,807
New +$79.3M
JBHT icon
129
JB Hunt Transport Services
JBHT
$25.9B
$61.8M 0.26%
318,165
+21,322
+7% +$3.66M
CSX icon
130
CSX Corp
CSX
$92.8B
$61.8M 0.26%
1,705,507
+112,937
+7% +$4.04M
KRMN
131
Karman Holdings
KRMN
$8.21B
$61.2M 0.26%
836,981
-588,595
-41% -$42.6M
CALX icon
132
Calix
CALX
$2.51B
$60.6M 0.25%
1,145,292
+461,196
+67% +$26.9M
PRI icon
133
Primerica
PRI
$9.57B
$60.6M 0.25%
234,597
-22,177
-9% -$5.79M
MCO icon
134
Moody's
MCO
$82.8B
$60.4M 0.25%
+118,321
New +$57.7M
PKG icon
135
Packaging Corp of America
PKG
$22.8B
$58.8M 0.24%
+284,914
New +$57.9M
TECH icon
136
Bio-Techne
TECH
$11.3B
$58.5M 0.24%
+994,330
New +$60.4M
IRTC icon
137
iRhythm Holdings
IRTC
$4.13B
$57.7M 0.24%
325,063
+1,083
+0.3% +$192K
CLH icon
138
Clean Harbors
CLH
$16.7B
$57.6M 0.24%
245,594
+2,012
+0.8% +$460K
SNPS icon
139
Synopsys
SNPS
$79B
$57.1M 0.24%
121,649
-4,932
-4% -$2.19M
DORM icon
140
Dorman Products
DORM
$3.97B
$56.9M 0.24%
+462,212
New +$62.4M
COCO icon
141
Vita Coco
COCO
$3.85B
$56.9M 0.24%
1,073,610
+10,849
+1% +$509K
GH icon
142
Guardant Health
GH
$22.2B
$55.1M 0.23%
+539,190
New +$48.2M
XENE icon
143
Xenon Pharmaceuticals
XENE
$6.31B
$55M 0.23%
1,226,771
+20,705
+2% +$870K
WCN
144
Waste Connections
WCN
$41.6B
$54.9M 0.23%
313,276
+24,546
+9% +$4.24M
AMD icon
145
Advanced Micro Devices
AMD
$788B
$53.6M 0.22%
+250,455
New +$56.3M
FANG icon
146
Diamondback Energy
FANG
$56.2B
$53.3M 0.22%
354,655
+34,991
+11% +$5.16M
PH icon
147
Parker-Hannifin
PH
$135B
$50.9M 0.21%
57,873
+50,701
+707% +$41.5M
STEP icon
148
StepStone Group
STEP
$3.96B
$50.5M 0.21%
786,501
+7,773
+1% +$492K
BIO icon
149
Bio-Rad Laboratories Class A
BIO
$9.68B
$50M 0.21%
165,107
+9,583
+6% +$2.99M
IONQ icon
150
IonQ
IONQ
$18.3B
$50M 0.21%
1,114,665
+746,998
+203% +$41.9M
4 5
6
7 8

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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.