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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
+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
Cap. Flow
+$1.18B
Cap. Flow %
3.85%
Top 10 Hldgs %
29.23%
Holding
318
New
68
Increased
97
Reduced
105
Closed
40

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$620M
2
NVDA icon
NVIDIA
NVDA
+$362M
3
SNOW icon
Snowflake
SNOW
+$187M
4
AXON
Axon Enterprise
AXON
+$179M
5
GILD icon
Gilead Sciences
GILD
+$166M

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$482M
2
AMZN icon
Amazon
AMZN
+$356M
3
MRVL icon
Marvell Technology
MRVL
+$333M
4
BE icon
Bloom Energy
BE
+$303M
5
VRT icon
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
NOW icon
26
ServiceNow
NOW
$146B
$236M 0.77%
2,373,711
+979,524
+70% +$97M
AMD icon
27
Advanced Micro Devices
AMD
$780B
$234M 0.76%
403,081
+398,061
+7,930% +$163M
PANW icon
28
Palo Alto Networks
PANW
$272B
$225M 0.73%
658,331
+21,848
+3% +$5M
WWD icon
29
Woodward
WWD
$20.4B
$224M 0.73%
526,505
+254,320
+93% +$96.5M
ANET icon
30
Arista Networks
ANET
$244B
$224M 0.73%
1,317,096
+536,694
+69% +$84.3M
LPLA icon
31
LPL Financial
LPLA
$28.3B
$223M 0.73%
793,061
-88,445
-10% -$26.5M
RKLB icon
32
Rocket Lab Corp
RKLB
$41.1B
$215M 0.7%
2,114,005
-1,058,606
-33% -$105M
AS icon
33
Amer Sports
AS
$17.2B
$215M 0.7%
6,344,923
+2,407,402
+61% +$84.3M
NET icon
34
Cloudflare
NET
$99.3B
$205M 0.67%
835,502
+293,936
+54% +$64.3M
AMZN icon
35
Amazon
AMZN
$2.79T
$205M 0.67%
859,806
-1,419,848
-62% -$356M
GRMN
36
Garmin
GRMN
$53.4B
$205M 0.67%
861,057
+484,695
+129% +$118M
RRX icon
37
Regal Rexnord
RRX
$10.8B
$204M 0.67%
856,976
+175,259
+26% +$36.6M
NTRA icon
38
Natera
NTRA
$47.3B
$197M 0.64%
726,628
-28,101
-4% -$5.99M
MS icon
39
Morgan Stanley
MS
$342B
$197M 0.64%
940,560
+444,002
+89% +$87.9M
CRS icon
40
Carpenter Technology
CRS
$23.6B
$194M 0.63%
+314,082
New +$148M
IOT icon
41
Samsara
IOT
$23.4B
$189M 0.62%
5,836,459
+763,638
+15% +$23.6M
DT icon
42
Dynatrace
DT
$15B
$187M 0.61%
4,249,229
+39,635
+0.9% +$1.54M
CAT icon
43
Caterpillar
CAT
$374B
$186M 0.61%
174,620
+142,295
+440% +$125M
SMTC icon
44
Semtech
SMTC
$13.8B
$183M 0.6%
1,133,268
-147,326
-12% -$19.3M
AME icon
45
Ametek
AME
$54.5B
$175M 0.57%
723,798
-22,034
-3% -$5.08M
ABVX
46
Abivax
ABVX
$10B
$175M 0.57%
1,309,825
-13,113
-1% -$1.48M
INSM icon
47
Insmed
INSM
$27.6B
$174M 0.57%
1,629,561
+161,102
+11% +$19.5M
ITT icon
48
ITT
ITT
$18.3B
$164M 0.54%
830,382
+127,073
+18% +$25.7M
GILD icon
49
Gilead Sciences
GILD
$187B
$163M 0.53%
1,287,629
+1,260,939
+4,724% +$166M
PTCT icon
50
PTC Therapeutics
PTCT
$5.78B
$160M 0.52%
+1,956,156
New +$141M
1
2
3 4 5

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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.