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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
DSGX icon
126
Descartes Systems
DSGX
$6.35B
$57.4M 0.24%
801,902
-391,967
-33% -$28.9M
PCOR icon
127
Procore
PCOR
$6.93B
$57.1M 0.24%
1,001,253
-104,072
-9% -$6.16M
AVNT icon
128
Avient
AVNT
$3.39B
$57M 0.24%
1,569,468
-5,062
-0.3% -$188K
HUBS icon
129
HubSpot
HUBS
$11.5B
$56.9M 0.24%
232,976
-119,178
-34% -$33.4M
STEP icon
130
StepStone Group
STEP
$3.56B
$56.2M 0.24%
1,177,971
+391,470
+50% +$22.6M
IBP icon
131
Installed Building Products
IBP
$6.16B
$55.2M 0.23%
+208,248
New +$62.4M
COCO icon
132
Vita Coco
COCO
$4.18B
$55.2M 0.23%
1,151,933
+78,323
+7% +$4.27M
SAIA icon
133
Saia
SAIA
$11.6B
$54.7M 0.23%
155,600
-73,151
-32% -$26.7M
MCO icon
134
Moody's
MCO
$89.2B
$53.9M 0.23%
123,603
+5,282
+4% +$2.5M
SNPS icon
135
Synopsys
SNPS
$73.6B
$52.7M 0.22%
132,848
+11,199
+9% +$5.06M
PH icon
136
Parker-Hannifin
PH
$120B
$52.4M 0.22%
58,489
+616
+1% +$583K
LSCC icon
137
Lattice Semiconductor
LSCC
$17.2B
$52.3M 0.22%
563,422
-114,724
-17% -$10.3M
BLD
138
DELISTED
TopBuild
BLD
$52.2M 0.22%
148,581
-106,870
-42% -$47.9M
BAC icon
139
Bank of America
BAC
$430B
$52M 0.22%
1,066,885
-2,756,724
-72% -$142M
GKOS icon
140
Glaukos
GKOS
$9.21B
$51.9M 0.22%
+482,219
New +$54.3M
KKR icon
141
KKR & Co
KKR
$90.6B
$51.6M 0.22%
558,136
+11,637
+2% +$1.23M
CDE icon
142
Coeur Mining
CDE
$14.8B
$51.4M 0.22%
+2,738,846
New +$59.6M
CRM icon
143
Salesforce
CRM
$140B
$50.8M 0.21%
271,963
+93,455
+52% +$19.4M
MAR icon
144
Marriott International
MAR
$96.6B
$50.1M 0.21%
+153,219
New +$50.4M
MDGL icon
145
Madrigal Pharmaceuticals
MDGL
$12.8B
$49.6M 0.21%
+94,813
New +$45.3M
AFRM icon
146
Affirm
AFRM
$25.5B
$49.5M 0.21%
1,080,636
+228,802
+27% +$13.2M
NXPI icon
147
NXP Semiconductors
NXPI
$67.3B
$48.8M 0.2%
+247,996
New +$54.9M
JBHT icon
148
JB Hunt Transport Services
JBHT
$27.4B
$48.4M 0.2%
228,577
-89,588
-28% -$19.1M
DORM icon
149
Dorman Products
DORM
$4.24B
$48.1M 0.2%
461,282
-930
-0.2% -$111K
TOST icon
150
Toast
TOST
$17.4B
$47.5M 0.2%
1,790,873
+522,536
+41% +$15.6M
4 5
6
7 8

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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.