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Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
+13.49%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.69%
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
NVDA icon
1
NVIDIA
NVDA
$5.42T
$1.21B 5.09%
6,507,165
-1,038,180
-14% -$181M
ASND icon
2
Ascendis Pharma A/S
ASND
$16.8B
$1.05B 4.39%
5,259,909
-191,492
-4% -$35.7M
MSFT icon
3
Microsoft
MSFT
$3.71T
$883M 3.71%
1,705,236
-52,188
-3% -$26.6M
AAPL icon
4
Apple
AAPL
$4.57T
$849M 3.56%
3,334,545
-159,639
-5% -$36.1M
FIX icon
5
Comfort Systems
FIX
$59.6B
$688M 2.88%
833,195
-103,217
-11% -$70M
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$564M 2.37%
767,657
-90,745
-11% -$67.5M
AMZN icon
7
Amazon
AMZN
$2.96T
$558M 2.34%
2,541,729
-558,723
-18% -$126M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.33T
$546M 2.29%
2,244,650
-326,987
-13% -$68.5M
AXON
9
Axon Enterprise
AXON
$46.4B
$523M 2.2%
729,152
-60,927
-8% -$46.2M
HWM icon
10
Howmet Aerospace
HWM
$112B
$394M 1.65%
2,007,453
+91,498
+5% +$16.7M
AVGO icon
11
Broadcom
AVGO
$2.04T
$385M 1.61%
1,166,362
-169,780
-13% -$52.1M
FTAI icon
12
FTAI Aviation
FTAI
$22.2B
$355M 1.49%
2,130,241
+214,830
+11% +$30.6M
VRT icon
13
Vertiv
VRT
$105B
$339M 1.42%
2,247,218
-390,191
-15% -$52M
TDG icon
14
TransDigm Group
TDG
$67.7B
$287M 1.21%
217,897
-72,116
-25% -$103M
TPR icon
15
Tapestry
TPR
$32.8B
$277M 1.16%
2,450,671
-968,574
-28% -$101M
NFLX icon
16
Netflix
NFLX
$309B
$277M 1.16%
2,306,480
-212,750
-8% -$26M
SMTC icon
17
Semtech
SMTC
$13B
$242M 1.01%
3,380,373
+633,113
+23% +$34.4M
V icon
18
Visa
V
$677B
$241M 1.01%
705,767
-90,696
-11% -$31.4M
NOW icon
19
ServiceNow
NOW
$129B
$239M 1%
1,300,010
-191,370
-13% -$35.7M
MRVL icon
20
Marvell Technology
MRVL
$196B
$220M 0.92%
+2,611,958
New +$192M
LLY icon
21
Eli Lilly
LLY
$1.06T
$211M 0.89%
277,005
-30,488
-10% -$22.7M
MASI
22
DELISTED
Masimo
MASI
$209M 0.88%
1,419,250
+238,047
+20% +$36M
MRUS
23
DELISTED
Merus
MRUS
$201M 0.84%
2,132,489
+90,101
+4% +$5.87M
BAC icon
24
Bank of America
BAC
$442B
$199M 0.84%
3,861,103
-356,657
-8% -$17.4M
LEGN icon
25
Legend Biotech
LEGN
$4.01B
$199M 0.83%
6,094,486
-378,061
-6% -$14M
1
2 3 4 5

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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.