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Westfield Capital Management Portfolio holdings
AUM
$30.6B
1-Year Est. Return
61.81%
This Fund
S&P 500
This Quarter
Est. Return
+32.34%
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
$30.6B
AUM Growth
+$6.78B
(+28%)
Cap. Flow
+$1.18B
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
29.23%
Holding
318
New
68
Increased
97
Reduced
105
Closed
40
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$620M |
| 2 |
NVIDIA
NVDA
|
+$362M |
| 3 |
Snowflake
SNOW
|
+$187M |
| 4 |
AXON
Axon Enterprise
AXON
|
+$179M |
| 5 |
Gilead Sciences
GILD
|
+$166M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Comfort Systems
FIX
|
+$482M |
| 2 |
Amazon
AMZN
|
+$356M |
| 3 |
Marvell Technology
MRVL
|
+$333M |
| 4 |
Bloom Energy
BE
|
+$303M |
| 5 |
Vertiv
VRT
|
+$275M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.44% |
| 2 | Industrials | 24.01% |
| 3 | Healthcare | 16.38% |
| 4 | Financials | 7.6% |
| 5 | Consumer Discretionary | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
STAG Industrial
STAG
$7.27B
| $246K | ﹤0.01% |
6,467
| – | – |
|
277
SOPHiA GENETICS
SOPH
$689M
| $190K | ﹤0.01% |
+32,907
| New | +$167K |
|
278
Pulmonx
LUNG
$94.9M
| $143K | ﹤0.01% |
110,000
| – | – |
|
279
American International
AIG
$39.8B
| – | – |
-1,458,711
| Closed | -$110M |
|
280
Applovin
APP
$107B
| – | – |
-1,260
| Closed | -$501K |
|
281
Avalo Therapeutics
AVTX
$1.03B
| – | – |
-15,639
| Closed | -$233K |
|
|
BLD
282
DELISTED
TopBuild
BLD
| – | – |
-148,581
| Closed | -$52.2M |
|
283
Cardinal Health
CAH
$57.5B
| – | – |
-13,043
| Closed | -$2.76M |
|
284
C.H. Robinson
CHRW
$17.3B
| – | – |
-429,500
| Closed | -$71.3M |
|
285
Expedia Group
EXPE
$35.8B
| – | – |
-16,692
| Closed | -$3.85M |
|
286
F5
FFIV
$22.1B
| – | – |
-298,542
| Closed | -$86.4M |
|
287
Fair Isaac
FICO
$20.1B
| – | – |
-39,934
| Closed | -$42.6M |
|
288
Genius Sports
GENI
$2B
| – | – |
-207,150
| Closed | -$918K |
|
289
Hamilton Lane
HLNE
$4.47B
| – | – |
-364,174
| Closed | -$36.2M |
|
290
HubSpot
HUBS
$12.3B
| – | – |
-232,976
| Closed | -$56.9M |
|
291
IBM
IBM
$221B
| – | – |
-3,320
| Closed | -$805K |
|
292
Installed Building Products
IBP
$6.34B
| – | – |
-208,248
| Closed | -$55.2M |
|
293
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
| – | – |
-4,905
| Closed | -$494K |
|
294
Immunovant
IMVT
$8.11B
| – | – |
-8,581
| Closed | -$213K |
|
295
IonQ
IONQ
$16B
| – | – |
-1,373,788
| Closed | -$39.6M |
|
296
Gartner
IT
$11.8B
| – | – |
-14,370
| Closed | -$2.28M |
|
297
iShares S&P 500 Growth ETF
IVW
$77.1B
| – | – |
-6,487
| Closed | -$734K |
|
298
iShares Russell 1000 Growth ETF
IWF
$126B
| – | – |
-16,340
| Closed | -$1.74M |
|
299
KKR & Co
KKR
$96.7B
| – | – |
-558,136
| Closed | -$51.6M |
|
300
Kratos Defense & Security Solutions
KTOS
$8.98B
| – | – |
-1,563,146
| Closed | -$110M |
|
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FAM
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Westfield Capital Management's Q2 2026 Portfolio in Review
As of Q2 2026, Westfield Capital Management held 318 positions worth $30.6B, up 28% from $23.8B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Westfield Capital Management deployed $1.18B of net new capital in Q2 2026, opening 68 new positions and adding to 97 existing holdings. Its largest new stake was Carpenter Technology: 314,082 shares worth $194M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 28% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was Comfort Systems, an estimated $482M trimmed.
- Westfield Capital Management's largest Q2 2026 buy was Carpenter Technology: 314,082 shares worth $194M.
- Westfield Capital Management added most to Alphabet (Google) Class A in Q2 2026, an estimated $620M increase.
- Westfield Capital Management's biggest Q2 2026 reduction was Comfort Systems, cutting an estimated $482M.
- Westfield Capital Management fully exited Kratos Defense & Security Solutions in Q2 2026, selling an estimated $110M.
- Westfield Capital Management's ten largest holdings make up 29% of its $30.6B portfolio in Q2 2026.
- Westfield Capital Management opened 68 new positions and closed 40 in Q2 2026.
- Westfield Capital Management's portfolio value rose 28% quarter-over-quarter to $30.6B.
Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.