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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
+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
Cap. Flow
+$283M
Cap. Flow %
1.19%
Top 10 Hldgs %
30.33%
Holding
287
New
46
Increased
118
Reduced
77
Closed
37

Top Buys

Rank Stock Value
1
INSM icon
Insmed
INSM
+$159M
2
AS icon
Amer Sports
AS
+$144M
3
FTAI icon
FTAI Aviation
FTAI
+$132M
4
AXON
Axon Enterprise
AXON
+$121M
5
JLL icon
Jones Lang LaSalle
JLL
+$112M

Top Sells

Rank Stock Value
1
MASI
Masimo
MASI
+$185M
2
BAC icon
Bank of America
BAC
+$142M
3
CVLT icon
Commault Systems
CVLT
+$133M
4
TEAM icon
Atlassian
TEAM
+$132M
5
RVMD icon
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
GH icon
51
Guardant Health
GH
$20.7B
$126M 0.53%
1,362,539
+823,349
+153% +$82.7M
LYV icon
52
Live Nation Entertainment
LYV
$41.9B
$124M 0.52%
810,710
+35,476
+5% +$5.37M
TSLA icon
53
Tesla
TSLA
$1.43T
$118M 0.49%
316,102
-145,573
-32% -$60M
GL icon
54
Globe Life
GL
$14.3B
$117M 0.49%
842,423
+233,610
+38% +$33M
BROS icon
55
Dutch Bros
BROS
$9.38B
$117M 0.49%
2,313,357
+533,741
+30% +$29.2M
NET icon
56
Cloudflare
NET
$98.6B
$112M 0.47%
541,566
+22,091
+4% +$4.21M
ROKU icon
57
Roku
ROKU
$21.4B
$111M 0.47%
1,178,219
+65,741
+6% +$6.4M
XPO icon
58
XPO
XPO
$25.2B
$111M 0.47%
571,992
-152,222
-21% -$27.3M
FITB
59
Fifth Third Bancorp
FITB
$52.6B
$111M 0.47%
2,385,422
-1,361,504
-36% -$67.1M
P
60
Everpure Inc
P
$23.1B
$111M 0.46%
1,874,763
+354,544
+23% +$24M
KTOS icon
61
Kratos Defense & Security Solutions
KTOS
$8.63B
$110M 0.46%
1,563,146
+317,559
+25% +$30.5M
AIG icon
62
American International
AIG
$42.7B
$110M 0.46%
+1,458,711
New +$112M
SNOW icon
63
Snowflake
SNOW
$93.2B
$108M 0.45%
718,810
+69,705
+11% +$12.9M
PRIM icon
64
Primoris Services
PRIM
$4.66B
$106M 0.45%
743,269
-208,927
-22% -$30.6M
JLL icon
65
Jones Lang LaSalle
JLL
$15.3B
$106M 0.44%
+347,779
New +$112M
LGN
66
Legence Corp
LGN
$5.25B
$105M 0.44%
1,861,653
+248,327
+15% +$12.5M
LEGN icon
67
Legend Biotech
LEGN
$4.31B
$104M 0.44%
5,763,475
-401,202
-7% -$7.65M
KEY icon
68
KeyCorp
KEY
$25.4B
$104M 0.44%
5,193,334
+1,153,037
+29% +$24.2M
ROST icon
69
Ross Stores
ROST
$74.9B
$102M 0.43%
+471,916
New +$94M
PLMR icon
70
Palomar
PLMR
$3.59B
$102M 0.43%
854,116
+13,890
+2% +$1.73M
PANW icon
71
Palo Alto Networks
PANW
$292B
$102M 0.43%
636,483
+188,023
+42% +$31.6M
FANG icon
72
Diamondback Energy
FANG
$55B
$99.6M 0.42%
503,474
+148,819
+42% +$25.3M
PLTR icon
73
Palantir
PLTR
$317B
$98.7M 0.41%
674,557
+519,972
+336% +$79.5M
SMTC icon
74
Semtech
SMTC
$11.6B
$98.5M 0.41%
1,280,594
-1,168,018
-48% -$96.1M
WWD icon
75
Woodward
WWD
$23.4B
$97.4M 0.41%
+272,185
New +$98M
1 2
3
4 5

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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.