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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
PL icon
76
Planet Labs
PL
$6.59B
$114M 0.37%
3,428,007
+1,790,966
+109% +$66.2M
ONTO icon
77
Onto Innovation
ONTO
$13.2B
$113M 0.37%
299,383
-27,577
-8% -$7.8M
COR icon
78
Cencora
COR
$63.2B
$113M 0.37%
400,058
-36,851
-8% -$10.6M
RVMD icon
79
Revolution Medicines
RVMD
$45B
$113M 0.37%
600,821
-955,757
-61% -$140M
SNDK
80
Sandisk
SNDK
$255B
$111M 0.36%
+49,024
New +$70M
AFRM icon
81
Affirm
AFRM
$24.4B
$110M 0.36%
1,352,200
+271,564
+25% +$17.7M
LYV icon
82
Live Nation Entertainment
LYV
$40.4B
$108M 0.35%
590,764
-219,946
-27% -$36.2M
NPO icon
83
Enpro
NPO
$6.29B
$108M 0.35%
+286,554
New +$89M
PR
84
Permian Resources
PR
$19.6B
$106M 0.35%
5,756,888
-1,724,569
-23% -$34.6M
ARES icon
85
Ares Management
ARES
$31.6B
$106M 0.35%
952,032
-620,755
-39% -$74.5M
IMAX icon
86
IMAX
IMAX
$2.83B
$106M 0.35%
2,654,014
+315,238
+13% +$12.1M
GWRE icon
87
Guidewire Software
GWRE
$13.5B
$103M 0.34%
839,337
+352,756
+72% +$47M
NXT icon
88
Nextpower Inc. Common Stock
NXT
$12.8B
$102M 0.33%
857,399
-249,947
-23% -$30.8M
FROG icon
89
JFrog
FROG
$10.8B
$101M 0.33%
+1,114,561
New +$72.4M
SNPS icon
90
Synopsys
SNPS
$75.5B
$101M 0.33%
226,856
+94,008
+71% +$44.2M
ROKU icon
91
Roku
ROKU
$23.1B
$99M 0.32%
716,557
-461,662
-39% -$56.3M
PLXS icon
92
Plexus
PLXS
$6.56B
$96.8M 0.32%
321,808
-62,685
-16% -$16.3M
AIT icon
93
Applied Industrial Technologies
AIT
$11.9B
$96.6M 0.32%
285,691
-3,510
-1% -$1.08M
MSCI icon
94
MSCI
MSCI
$41.7B
$96.3M 0.31%
171,958
-61,806
-26% -$36.1M
HOOD icon
95
Robinhood
HOOD
$110B
$95.8M 0.31%
955,544
+322,160
+51% +$27M
ROST icon
96
Ross Stores
ROST
$73.7B
$94.2M 0.31%
442,420
-29,496
-6% -$6.64M
ADPT icon
97
Adaptive Biotechnologies
ADPT
$3.87B
$91.5M 0.3%
4,267,645
-1,169,073
-22% -$17.9M
XENE icon
98
Xenon Pharmaceuticals
XENE
$5.79B
$91M 0.3%
1,507,294
+105,811
+8% +$5.87M
ORLY icon
99
O'Reilly Automotive
ORLY
$71.1B
$85.9M 0.28%
933,255
+45,256
+5% +$4.13M
C icon
100
Citigroup
C
$231B
$85.1M 0.28%
608,124
+563,667
+1,268% +$73.4M
2 3
4
5 6

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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.