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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
BROS icon
51
Dutch Bros
BROS
$6.43B
$157M 0.51%
2,184,001
-129,356
-6% -$7.42M
CELH icon
52
Celsius Holdings
CELH
$7.76B
$156M 0.51%
5,324,481
+1,555,570
+41% +$49M
MTZ icon
53
MasTec
MTZ
$19B
$156M 0.51%
374,457
+124,477
+50% +$47.6M
SN icon
54
SharkNinja
SN
$24.4B
$154M 0.5%
1,008,349
+103,808
+11% +$12.4M
CSX icon
55
CSX Corp
CSX
$91.5B
$150M 0.49%
3,154,419
+1,496,120
+90% +$67.6M
FCFS icon
56
FirstCash
FCFS
$9.79B
$150M 0.49%
693,085
+261,092
+60% +$56.7M
KEY icon
57
KeyCorp
KEY
$23.7B
$150M 0.49%
6,493,467
+1,300,133
+25% +$28.3M
MCHP icon
58
Microchip Technology
MCHP
$40.3B
$149M 0.49%
1,639,111
+668,816
+69% +$59.6M
AMAT icon
59
Applied Materials
AMAT
$361B
$149M 0.49%
205,592
+204,656
+21,865% +$94.4M
MAR icon
60
Marriott International
MAR
$87.8B
$148M 0.48%
398,962
+245,743
+160% +$90.6M
PCVX icon
61
Vaxcyte
PCVX
$9.1B
$144M 0.47%
2,472,428
-1,173,710
-32% -$63.7M
GL icon
62
Globe Life
GL
$13.4B
$138M 0.45%
770,990
-71,433
-8% -$11.2M
FTI icon
63
TechnipFMC
FTI
$31.3B
$137M 0.45%
2,059,689
+25,934
+1% +$1.84M
XPO icon
64
XPO
XPO
$22.6B
$129M 0.42%
629,011
+57,019
+10% +$12.1M
LEGN icon
65
Legend Biotech
LEGN
$4.19B
$128M 0.42%
4,430,063
-1,333,412
-23% -$36M
P
66
Everpure Inc
P
$33.1B
$127M 0.41%
1,611,958
-262,805
-14% -$19.3M
LRCX icon
67
Lam Research
LRCX
$385B
$124M 0.4%
+285,614
New +$86.7M
JLL icon
68
Jones Lang LaSalle
JLL
$16.7B
$124M 0.4%
398,453
+50,674
+15% +$15.7M
ALAB icon
69
Astera Labs
ALAB
$53.8B
$120M 0.39%
249,299
-610,814
-71% -$162M
ROK icon
70
Rockwell Automation
ROK
$48.2B
$117M 0.38%
237,136
+30,859
+15% +$13.4M
IEX icon
71
IDEX
IEX
$16.5B
$117M 0.38%
513,564
+87,545
+21% +$18.5M
COHR icon
72
Coherent
COHR
$55.2B
$115M 0.38%
291,040
-105,604
-27% -$37.4M
LGN
73
Legence Corp
LGN
$4.07B
$114M 0.37%
1,341,963
-519,690
-28% -$42.3M
LECO icon
74
Lincoln Electric
LECO
$15.1B
$114M 0.37%
430,681
+72,516
+20% +$19M
ASML icon
75
ASML
ASML
$659B
$114M 0.37%
+57,430
New +$91.4M
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.