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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
RYAN icon
76
Ryan Specialty Holdings
RYAN
$11B
$79.6M 0.39%
1,078,233
+409,649
+61% +$27.8M
APP icon
77
Applovin
APP
$116B
$78.7M 0.38%
297,188
-50,720
-15% -$17.5M
ROKU icon
78
Roku
ROKU
$22.7B
$78.7M 0.38%
1,117,739
-1,444
-0.1% -$116K
PRI icon
79
Primerica
PRI
$9.89B
$78.6M 0.38%
276,225
+36,095
+15% +$10.3M
WSC icon
80
WillScot Mobile Mini Holdings
WSC
$4.41B
$77.9M 0.38%
2,803,085
+48,502
+2% +$1.65M
SPGI icon
81
S&P Global
SPGI
$120B
$76.9M 0.37%
151,399
+925
+0.6% +$473K
BFAM icon
82
Bright Horizons
BFAM
$3.86B
$75.6M 0.37%
595,338
-111,767
-16% -$13.7M
EWBC icon
83
East-West Bancorp
EWBC
$18B
$73.4M 0.36%
817,306
+547,556
+203% +$52.2M
MTSI icon
84
MACOM Technology Solutions
MTSI
$23.7B
$72.5M 0.35%
721,904
-268,775
-27% -$32.7M
BIRK icon
85
Birkenstock
BIRK
$7.07B
$72.1M 0.35%
+1,572,685
New +$82.8M
SFM icon
86
Sprouts Farmers Market
SFM
$8.01B
$71.7M 0.35%
+469,725
New +$70M
RYTM icon
87
Rhythm Pharmaceuticals
RYTM
$7.96B
$71M 0.35%
+1,341,092
New +$74.4M
PR
88
Permian Resources
PR
$16.9B
$70.4M 0.34%
5,085,292
-3,791
-0.1% -$54.3K
AVY icon
89
Avery Dennison
AVY
$13.4B
$70.1M 0.34%
394,064
-990
-0.3% -$182K
AME icon
90
Ametek
AME
$58.2B
$70M 0.34%
406,878
-4,481
-1% -$815K
P
91
Everpure Inc
P
$29.9B
$69M 0.34%
1,557,874
-175,792
-10% -$10.6M
TRU icon
92
TransUnion
TRU
$15.3B
$68.9M 0.34%
830,028
-231,372
-22% -$21.1M
JBHT icon
93
JB Hunt Transport Services
JBHT
$25.2B
$67.7M 0.33%
457,555
-4,086
-0.9% -$673K
APO icon
94
Apollo Global Management
APO
$73.4B
$67.6M 0.33%
493,602
+80,715
+20% +$12.4M
WCN
95
Waste Connections
WCN
$42B
$66.8M 0.32%
342,037
-5,494
-2% -$1.02M
NU icon
96
Nu Holdings
NU
$66.9B
$66.6M 0.32%
6,501,928
-70,030
-1% -$828K
DSGX icon
97
Descartes Systems
DSGX
$6.82B
$65.8M 0.32%
652,431
+56,983
+10% +$6.3M
BMI icon
98
Badger Meter
BMI
$4.03B
$65.4M 0.32%
+344,010
New +$71.8M
FN icon
99
Fabrinet
FN
$20.1B
$64.6M 0.31%
327,137
-84,285
-20% -$18.4M
IRTC icon
100
iRhythm Holdings
IRTC
$4.2B
$64.6M 0.31%
617,078
-148,175
-19% -$15.7M
2 3
4
5 6

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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.