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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
LSCC icon
151
Lattice Semiconductor
LSCC
$18.4B
$49.9M 0.21%
678,146
-18,560
-3% -$1.32M
FNB icon
152
FNB Corp
FNB
$6.86B
$49.6M 0.21%
2,903,113
-82,560
-3% -$1.35M
AVNT icon
153
Avient
AVNT
$4.16B
$49.2M 0.2%
1,574,530
+5,304
+0.3% +$164K
BLDR icon
154
Builders FirstSource
BLDR
$7.79B
$48.9M 0.2%
475,697
-140,335
-23% -$15.8M
HLNE icon
155
Hamilton Lane
HLNE
$5.69B
$48.8M 0.2%
+363,487
New +$45.7M
CRM icon
156
Salesforce
CRM
$158B
$47.3M 0.2%
+178,508
New +$44.4M
TLN
157
Talen Energy Corp
TLN
$17.5B
$46.6M 0.19%
124,227
+1,149
+0.9% +$447K
TT icon
158
Trane Technologies
TT
$105B
$46M 0.19%
118,163
+102,247
+642% +$42.3M
TOST icon
159
Toast
TOST
$19.7B
$45M 0.19%
1,268,337
+234,032
+23% +$8.44M
RYAN icon
160
Ryan Specialty Holdings
RYAN
$11B
$42M 0.18%
814,334
-463,800
-36% -$25.4M
MTSI icon
161
MACOM Technology Solutions
MTSI
$23.7B
$39.6M 0.16%
231,093
-205,403
-47% -$32.6M
NIQ
162
NIQ Global Intelligence PLC
NIQ
$4.96B
$39.4M 0.16%
2,388,660
-243,236
-9% -$3.56M
RDNT icon
163
RadNet
RDNT
$6.06B
$37.9M 0.16%
531,761
+5,941
+1% +$459K
RBLX icon
164
Roblox
RBLX
$25.4B
$37.4M 0.16%
461,670
-727,905
-61% -$77.3M
ALNY icon
165
Alnylam Pharmaceuticals
ALNY
$30B
$37.2M 0.15%
93,444
+5,536
+6% +$2.45M
TRGP icon
166
Targa Resources
TRGP
$57.6B
$36.6M 0.15%
198,542
+16,116
+9% +$2.71M
HOOD icon
167
Robinhood
HOOD
$85.3B
$35.3M 0.15%
312,554
+24,939
+9% +$3.24M
RNAM
168
DELISTED
Avidity Biosciences
RNAM
$34M 0.14%
+471,127
New +$30.4M
RMBS icon
169
Rambus
RMBS
$11B
$33.3M 0.14%
362,092
-122,373
-25% -$12M
ALAB icon
170
Astera Labs
ALAB
$55.3B
$32.5M 0.14%
195,294
+2,680
+1% +$448K
SPXC icon
171
SPX Corp
SPXC
$10.9B
$28.3M 0.12%
141,462
-4,237
-3% -$865K
PLTR icon
172
Palantir
PLTR
$411B
$27.5M 0.11%
154,585
-451,865
-75% -$81.8M
APLD icon
173
Applied Digital
APLD
$8.97B
$25.4M 0.11%
+1,034,397
New +$29.8M
FORM icon
174
FormFactor
FORM
$10.1B
$25.1M 0.1%
449,604
-577,053
-56% -$29.1M
TDG icon
175
TransDigm Group
TDG
$68.3B
$21.5M 0.09%
16,193
-201,704
-93% -$264M
5 6
7
8 9

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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.