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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
KRMN
101
Karman Holdings
KRMN
$6.29B
$77.2M 0.32%
964,305
+127,324
+15% +$12.3M
AIT icon
102
Applied Industrial Technologies
AIT
$12.3B
$76.7M 0.32%
289,201
+3,911
+1% +$1.06M
TRGP icon
103
Targa Resources
TRGP
$60.2B
$76.5M 0.32%
304,997
+106,455
+54% +$23.1M
CALX icon
104
Calix
CALX
$2.46B
$75.7M 0.32%
1,546,101
+400,809
+35% +$21M
ADPT icon
105
Adaptive Biotechnologies
ADPT
$3.54B
$75.5M 0.32%
5,436,718
+1,376,237
+34% +$21.9M
WYNN icon
106
Wynn Resorts
WYNN
$10.2B
$75.1M 0.32%
740,013
+158,296
+27% +$17.3M
CLH icon
107
Clean Harbors
CLH
$16.4B
$74.9M 0.31%
261,092
+15,498
+6% +$4.23M
IDXX icon
108
Idexx Laboratories
IDXX
$45.4B
$74.7M 0.31%
132,860
-14,587
-10% -$9.35M
VST icon
109
Vistra
VST
$51.4B
$74.4M 0.31%
494,875
-39,070
-7% -$6.32M
ROK icon
110
Rockwell Automation
ROK
$52.2B
$74M 0.31%
206,277
-27,518
-12% -$10.9M
GWRE icon
111
Guidewire Software
GWRE
$12.4B
$72.8M 0.31%
+486,581
New +$74M
CHRW icon
112
C.H. Robinson
CHRW
$24.3B
$71.3M 0.3%
429,500
-126,972
-23% -$22.7M
LOW icon
113
Lowe's Companies
LOW
$121B
$71.1M 0.3%
+300,962
New +$78.5M
NAMS icon
114
NewAmsterdam Pharma
NAMS
$3.63B
$70.5M 0.3%
+2,202,913
New +$71.8M
CSX icon
115
CSX Corp
CSX
$94.6B
$68.1M 0.29%
1,658,299
-47,208
-3% -$1.85M
ONTO icon
116
Onto Innovation
ONTO
$14B
$67M 0.28%
326,960
-156,122
-32% -$32M
DASH icon
117
DoorDash
DASH
$81.2B
$66.7M 0.28%
443,921
+18,841
+4% +$3.48M
RRR icon
118
Red Rock Resorts
RRR
$3.9B
$65.5M 0.28%
1,228,158
+70,505
+6% +$4.3M
CWST icon
119
Casella Waste Systems
CWST
$6.36B
$65.3M 0.27%
822,492
-842,734
-51% -$80.7M
PKG icon
120
Packaging Corp of America
PKG
$20.9B
$64.5M 0.27%
303,771
+18,857
+7% +$4.2M
WTFC icon
121
Wintrust Financial
WTFC
$11.3B
$63.2M 0.27%
455,222
-104,540
-19% -$15.2M
MCHP icon
122
Microchip Technology
MCHP
$44.4B
$62.7M 0.26%
+970,295
New +$69.8M
MASI
123
DELISTED
Masimo
MASI
$60.7M 0.25%
341,229
-1,180,820
-78% -$185M
ZS icon
124
Zscaler
ZS
$23.7B
$60M 0.25%
427,919
+147,112
+52% +$26.1M
HQY icon
125
HealthEquity
HQY
$8.25B
$59.6M 0.25%
712,848
-1,239,604
-63% -$102M
3 4
5
6 7

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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.