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Westfield Capital Management Portfolio holdings
AUM
$23.8B
1-Year Est. Return
49.45%
This Fund
S&P 500
This Quarter
Est. Return
+2.63%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.24%
AUM
$23.8B
AUM Growth
-$170M
(-0.71%)
Cap. Flow
+$283M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
30.33%
Holding
287
New
46
Increased
118
Reduced
77
Closed
37
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Insmed
INSM
|
+$159M |
| 2 |
Amer Sports
AS
|
+$144M |
| 3 |
FTAI Aviation
FTAI
|
+$132M |
| 4 |
AXON
Axon Enterprise
AXON
|
+$121M |
| 5 |
Jones Lang LaSalle
JLL
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MASI
Masimo
MASI
|
+$185M |
| 2 |
Bank of America
BAC
|
+$142M |
| 3 |
Commault Systems
CVLT
|
+$133M |
| 4 |
Atlassian
TEAM
|
+$132M |
| 5 |
Revolution Medicines
RVMD
|
+$130M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.43% |
| 2 | Industrials | 25.27% |
| 3 | Healthcare | 15.8% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Financials | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Blue Owl Capital
OWL
$6.5B
| – | – |
-4,423,608
| Closed | -$66.1M |
|
277
Primerica
PRI
$9.75B
| – | – |
-234,597
| Closed | -$60.6M |
|
278
Roblox
RBLX
$38.7B
| – | – |
-461,670
| Closed | -$37.4M |
|
|
RNAM
279
DELISTED
Avidity Biosciences
RNAM
| – | – |
-471,127
| Closed | -$34M |
|
280
Ryan Specialty Holdings
RYAN
$5.48B
| – | – |
-814,334
| Closed | -$42M |
|
281
Silicon Laboratories
SLAB
$7.2B
| – | – |
-547,403
| Closed | -$71.5M |
|
282
SLB Ltd
SLB
$70.4B
| – | – |
-120,910
| Closed | -$4.64M |
|
283
iShares Silver Trust
SLV
$27.1B
| – | – |
-16,760
| Closed | -$1.08M |
|
|
284
Atlassian
TEAM
$23.4B
| – | – |
-812,215
| Closed | -$132M |
|
285
TransUnion
TRU
$15.6B
| – | – |
-933,553
| Closed | -$80.1M |
|
286
Vulcan Materials
VMC
$38.1B
| – | – |
-254,044
| Closed | -$72.5M |
|
|
NIQ
287
NIQ Global Intelligence PLC
NIQ
$3.29B
| – | – |
-2,388,660
| Closed | -$39.4M |
|
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Westfield Capital Management's Q1 2026 Portfolio in Review
As of Q1 2026, Westfield Capital Management held 287 positions worth $23.8B, down 0.71% from $24B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Westfield Capital Management's Q1 2026 filing shows 46 new, 118 increased, 77 reduced and 37 closed positions. Its largest new stake was Amer Sports: 3,937,521 shares worth $130M. The largest sale was Masimo, an estimated $185M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Industrials and Healthcare.
- Westfield Capital Management's largest Q1 2026 buy was Amer Sports: 3,937,521 shares worth $130M.
- Westfield Capital Management added most to Insmed in Q1 2026, an estimated $159M increase.
- Westfield Capital Management's biggest Q1 2026 reduction was Masimo, cutting an estimated $185M.
- Westfield Capital Management fully exited Commault Systems in Q1 2026, selling an estimated $133M.
- Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q1 2026.
- Westfield Capital Management opened 46 new positions and closed 37 in Q1 2026.
- Westfield Capital Management's portfolio value fell 0.71% quarter-over-quarter to $23.8B.
Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.