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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
SPXC icon
176
SPX Corp
SPXC
$10.9B
$27.2M 0.11%
145,699
+8,680
+6% +$1.6M
RIOT icon
177
Riot Platforms
RIOT
$7.63B
$25.7M 0.11%
1,350,027
-380,269
-22% -$5.27M
BCYC
178
Bicycle Therapeutics
BCYC
$284M
$22.9M 0.1%
2,952,543
+172,052
+6% +$1.3M
IONQ icon
179
IonQ
IONQ
$18.3B
$22.6M 0.09%
367,667
-303,960
-45% -$14.3M
CHKP icon
180
Check Point Software Technologies
CHKP
$13.2B
$20.6M 0.09%
99,472
-579,486
-85% -$117M
NXPI icon
181
NXP Semiconductors
NXPI
$58.9B
$20.5M 0.09%
+89,996
New +$20.2M
SMCI icon
182
Super Micro Computer
SMCI
$24.3B
$17.2M 0.07%
+359,439
New +$17.2M
PTRN
183
Pattern Group Inc
PTRN
$3.98B
$15.6M 0.07%
+1,135,879
New +$15.8M
MLI icon
184
Mueller Industries
MLI
$15.1B
$12.9M 0.05%
255,670
-47,732
-16% -$2.19M
WMB icon
185
Williams Companies
WMB
$90.1B
$12.7M 0.05%
201,065
+23,747
+13% +$1.39M
GOOG icon
186
Alphabet (Google) Class C
GOOG
$4.19T
$9.9M 0.04%
40,663
-16,095
-28% -$3.38M
KO icon
187
Coca-Cola
KO
$373B
$9M 0.04%
135,745
-25,305
-16% -$1.74M
CTAS icon
188
Cintas
CTAS
$81.4B
$8.88M 0.04%
43,259
-8,099
-16% -$1.73M
MUFG icon
189
Mitsubishi UFJ Financial
MUFG
$257B
$8.24M 0.03%
517,229
-92,766
-15% -$1.37M
SMFG icon
190
Sumitomo Mitsui Financial
SMFG
$166B
$7.69M 0.03%
459,467
-82,415
-15% -$1.32M
WFC icon
191
Wells Fargo
WFC
$269B
$7.39M 0.03%
88,176
+36,694
+71% +$2.98M
TJX icon
192
TJX Companies
TJX
$169B
$7.22M 0.03%
49,961
-9,388
-16% -$1.25M
AMP icon
193
Ameriprise Financial
AMP
$49.9B
$7.22M 0.03%
14,691
-2,785
-16% -$1.43M
RJF icon
194
Raymond James Financial
RJF
$34.9B
$6.92M 0.03%
40,095
– –
TT icon
195
Trane Technologies
TT
$105B
$6.72M 0.03%
15,916
+14,562
+1,075% +$6.22M
WMT icon
196
Walmart Inc
WMT
$923B
$6.69M 0.03%
64,902
+836
+1% +$83.2K
TMO icon
197
Thermo Fisher Scientific
TMO
$223B
$6.64M 0.03%
13,681
+55
+0.4% +$25.6K
MTB icon
198
M&T Bank
MTB
$36.6B
$6.03M 0.03%
30,525
-5,899
-16% -$1.16M
ROL icon
199
Rollins
ROL
$17.6B
$5.91M 0.02%
100,660
-1,777,474
-95% -$101M
MDT icon
200
Medtronic
MDT
$116B
$5.9M 0.02%
61,922
-11,893
-16% -$1.09M
6 7
8
9 10

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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.