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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
ANET icon
76
Arista Networks
ANET
$212B
$95.8M 0.4%
+780,402
New +$104M
AZO icon
77
AutoZone
AZO
$49.7B
$95.8M 0.4%
28,363
-22,759
-45% -$81.7M
SN icon
78
SharkNinja
SN
$21.9B
$95.8M 0.4%
904,541
+64,481
+8% +$7.54M
COHR icon
79
Coherent
COHR
$54.3B
$94.5M 0.4%
396,644
-268,479
-40% -$61.5M
ALAB icon
80
Astera Labs
ALAB
$52B
$94.3M 0.4%
860,113
+664,819
+340% +$94.7M
BRZE icon
81
Braze
BRZE
$2.98B
$93.8M 0.39%
3,973,906
+1,786,631
+82% +$38.6M
JBL icon
82
Jabil
JBL
$31.5B
$92.8M 0.39%
349,209
+20,797
+6% +$5.24M
LECO icon
83
Lincoln Electric
LECO
$13.8B
$89.2M 0.37%
358,165
+20,440
+6% +$5.47M
IMAX icon
84
IMAX
IMAX
$2.16B
$88.9M 0.37%
2,338,776
-7,710
-0.3% -$286K
WGS icon
85
GeneDx Holdings
WGS
$1.88B
$87.9M 0.37%
1,369,108
+350,847
+34% +$32M
GRMN
86
Garmin
GRMN
$48.1B
$87.3M 0.37%
376,362
+40,618
+12% +$9.09M
CRDO icon
87
Credo Technology Group
CRDO
$37.8B
$86.9M 0.36%
926,219
+455,532
+97% +$55.4M
FFIV icon
88
F5
FFIV
$23.1B
$86.4M 0.36%
298,542
+17,243
+6% +$4.78M
EWBC icon
89
East-West Bancorp
EWBC
$18.4B
$86M 0.36%
805,956
-68,196
-8% -$7.69M
LTH icon
90
Life Time Group Holdings
LTH
$9.38B
$85.8M 0.36%
+3,185,515
New +$88.1M
BIRK icon
91
Birkenstock
BIRK
$8.16B
$83.8M 0.35%
2,338,779
+383,978
+20% +$15M
ORLY icon
92
O'Reilly Automotive
ORLY
$71.3B
$82M 0.34%
887,999
-64,703
-7% -$6.07M
MS icon
93
Morgan Stanley
MS
$339B
$81.7M 0.34%
+496,558
New +$86M
XENE icon
94
Xenon Pharmaceuticals
XENE
$6.6B
$81.5M 0.34%
1,401,483
+174,712
+14% +$8.05M
ALNY icon
95
Alnylam Pharmaceuticals
ALNY
$35.7B
$81.2M 0.34%
245,539
+152,095
+163% +$51.8M
FCFS icon
96
FirstCash
FCFS
$9.36B
$81.2M 0.34%
431,993
-105,741
-20% -$19.1M
IEX icon
97
IDEX
IEX
$16.6B
$80.8M 0.34%
426,019
+24,021
+6% +$4.74M
MTZ icon
98
MasTec
MTZ
$26B
$80.4M 0.34%
+249,980
New +$67.7M
HLI icon
99
Houlihan Lokey
HLI
$9.67B
$78.1M 0.33%
543,611
+23,609
+5% +$3.88M
PLXS icon
100
Plexus
PLXS
$6.71B
$77.9M 0.33%
384,493
+379,293
+7,294% +$72.1M
2 3
4
5 6

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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.