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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
-6.35%
1 Year Est. Return
+49.45%
3 Year Est. Return
+148.08%
5 Year Est. Return
+180.9%
10 Year Est. Return
+972.69%
AUM
$20.5B
AUM Growth
-$2.42B
Cap. Flow
-$257M
Cap. Flow %
-1.25%
Top 10 Hldgs %
29.42%
Holding
285
New
46
Increased
76
Reduced
111
Closed
41

Top Buys

Rank Stock Value
1
MDB icon
MongoDB
MDB
+$179M
2
HWM icon
Howmet Aerospace
HWM
+$144M
3
DKS icon
Dick's Sporting Goods
DKS
+$134M
4
CHKP icon
Check Point Software Technologies
CHKP
+$125M
5
AXON
Axon Enterprise
AXON
+$125M

Top Sells

Rank Stock Value
1
CMG icon
Chipotle Mexican Grill
CMG
+$161M
2
VRT icon
Vertiv
VRT
+$143M
3
FLYW icon
Flywire
FLYW
+$134M
4
XYZ
Block Inc
XYZ
+$120M
5
PTC icon
PTC
PTC
+$117M

Sector Composition

Rank Sector Weight
1 Technology 30.78%
2 Healthcare 17.36%
3 Industrials 16.43%
4 Financials 12.5%
5 Consumer Discretionary 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MASI
51
DELISTED
Masimo
MASI
$112M 0.54%
671,479
-97,379
-13% -$16.9M
OWL icon
52
Blue Owl Capital
OWL
$18.5B
$111M 0.54%
5,553,781
+101,307
+2% +$2.28M
TSM icon
53
TSMC
TSM
$2.18T
$109M 0.53%
655,367
-148,319
-18% -$28.8M
INSM icon
54
Insmed
INSM
$28.6B
$107M 0.52%
1,406,609
+468,058
+50% +$35.8M
GKOS icon
55
Glaukos
GKOS
$10.6B
$107M 0.52%
1,084,184
+277,033
+34% +$37M
SN icon
56
SharkNinja
SN
$26.1B
$103M 0.5%
1,229,784
-8,921
-0.7% -$908K
UNP icon
57
Union Pacific
UNP
$174B
$101M 0.49%
426,665
-364
-0.1% -$87.6K
MSCI icon
58
MSCI
MSCI
$40.9B
$99.3M 0.48%
175,636
+26,696
+18% +$15.5M
NTRA icon
59
Natera
NTRA
$46.4B
$97.8M 0.48%
691,341
+155,547
+29% +$25M
ORCL icon
60
Oracle
ORCL
$423B
$97.7M 0.48%
698,726
-132,819
-16% -$21.6M
FOUR icon
61
Shift4
FOUR
$3.26B
$96.9M 0.47%
1,186,149
-365,400
-24% -$37.7M
GLOB icon
62
Globant
GLOB
$1.61B
$96.6M 0.47%
820,445
+554,938
+209% +$99.5M
HUBS icon
63
HubSpot
HUBS
$10.5B
$95.2M 0.46%
166,657
+1,020
+0.6% +$715K
FLEX icon
64
Flex
FLEX
$44.8B
$95M 0.46%
2,873,012
-27,826
-1% -$1.09M
TW icon
65
Tradeweb Markets
TW
$21.6B
$93.5M 0.46%
630,032
+53,464
+9% +$7.11M
KD icon
66
Kyndryl
KD
$3.05B
$91.4M 0.44%
2,911,964
-1,697,835
-37% -$63.6M
FICO icon
67
Fair Isaac
FICO
$22.5B
$90M 0.44%
48,827
+6,183
+14% +$11.5M
SLNO
68
DELISTED
Soleno Therapeutics
SLNO
$86.5M 0.42%
1,211,245
+329,785
+37% +$16.1M
PLMR icon
69
Palomar
PLMR
$3.45B
$84.8M 0.41%
618,598
+25,138
+4% +$2.98M
ITT icon
70
ITT
ITT
$19.1B
$82.1M 0.4%
635,419
-107,510
-14% -$15.3M
PCVX icon
71
Vaxcyte
PCVX
$8.64B
$81.4M 0.4%
2,155,137
-411,622
-16% -$32.9M
IEX icon
72
IDEX
IEX
$17.3B
$80.6M 0.39%
445,203
+90,947
+26% +$18.1M
COR icon
73
Cencora
COR
$61.2B
$80.4M 0.39%
+288,969
New +$72.6M
TWLO icon
74
Twilio
TWLO
$36.6B
$80.2M 0.39%
818,964
+97,337
+13% +$11.5M
KMPR icon
75
Kemper
KMPR
$1.68B
$79.7M 0.39%
1,192,664
+97,770
+9% +$6.49M
1 2
3
4 5

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Westfield Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Westfield Capital Management held 285 positions worth $20.5B, down 11% from $23B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Westfield Capital Management's Q1 2025 filing shows 46 new, 76 increased, 111 reduced and 41 closed positions. Its largest new stake was MongoDB: 733,787 shares worth $129M. The largest sale was Chipotle Mexican Grill, an estimated $161M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Healthcare and Industrials.

  • Westfield Capital Management's largest Q1 2025 buy was MongoDB: 733,787 shares worth $129M.
  • Westfield Capital Management added most to Dick's Sporting Goods in Q1 2025, an estimated $134M increase.
  • Westfield Capital Management's biggest Q1 2025 reduction was Vertiv, cutting an estimated $143M.
  • Westfield Capital Management fully exited Chipotle Mexican Grill in Q1 2025, selling an estimated $161M.
  • Westfield Capital Management's ten largest holdings make up 29% of its $20.5B portfolio in Q1 2025.
  • Westfield Capital Management opened 46 new positions and closed 41 in Q1 2025.
  • Westfield Capital Management's portfolio value fell 11% quarter-over-quarter to $20.5B.

Based on Westfield Capital Management's 13F filing for Q1 2025, filed 9 May 2025.