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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
(-0.71%)
Cap. Flow
+$283M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
30.33%
Holding
287
New
46
Increased
118
Reduced
77
Closed
37
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Insmed
INSM
|
+$159M |
| 2 |
Amer Sports
AS
|
+$144M |
| 3 |
FTAI Aviation
FTAI
|
+$132M |
| 4 |
AXON
Axon Enterprise
AXON
|
+$121M |
| 5 |
Jones Lang LaSalle
JLL
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MASI
Masimo
MASI
|
+$185M |
| 2 |
Bank of America
BAC
|
+$142M |
| 3 |
Commault Systems
CVLT
|
+$133M |
| 4 |
Atlassian
TEAM
|
+$132M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Planet Labs
PL
$8.01B
| $45.8M | 0.19% |
+1,637,041
| New | +$41.8M |
|
152
Bio-Techne
TECH
$11.2B
| $44.7M | 0.19% |
856,043
-138,287
| -14% | -$8.3M |
|
153
Robinhood
HOOD
$89.7B
| $43.9M | 0.18% |
633,384
+320,830
| +103% | +$28.2M |
|
154
Entegris
ENTG
$21.1B
| $43.6M | 0.18% |
+371,686
| New | +$43.9M |
|
155
Riot Platforms
RIOT
$6.91B
| $43.3M | 0.18% |
+3,499,880
| New | +$53.7M |
|
156
Fair Isaac
FICO
$29.2B
| $42.6M | 0.18% |
39,934
-4,659
| -10% | -$6.39M |
|
|
TLN
157
Talen Energy Corp
TLN
$17.8B
| $42M | 0.18% |
131,461
+7,234
| +6% | +$2.55M |
|
158
Corpay
CPAY
$23.9B
| $41.6M | 0.17% |
+143,120
| New | +$45.8M |
|
159
MongoDB
MDB
$25.1B
| $40.4M | 0.17% |
164,881
+5,352
| +3% | +$1.79M |
|
160
IonQ
IONQ
$13B
| $39.6M | 0.17% |
1,373,788
+259,123
| +23% | +$9.95M |
|
161
Hamilton Lane
HLNE
$3.75B
| $36.2M | 0.15% |
364,174
+687
| +0.2% | +$84.4K |
|
162
Micron Technology
MU
$959B
| $33.9M | 0.14% |
+100,434
| New | +$39.3M |
|
163
Freeport-McMoran
FCX
$83.9B
| $32M | 0.13% |
+544,359
| New | +$32.9M |
|
164
Option Care Health
OPCH
$3.41B
| $31.8M | 0.13% |
1,182,814
-1,582,491
| -57% | -$51.4M |
|
|
HAPN
165
Happen Inc
HAPN
$2.22B
| $30.3M | 0.13% |
+2,117,543
| New | +$35.5M |
|
166
SPX Corp
SPXC
$10.6B
| $29.8M | 0.13% |
149,276
+7,814
| +6% | +$1.68M |
|
167
RadNet
RDNT
$4.89B
| $29.7M | 0.12% |
531,893
+132
| +0% | +$9.01K |
|
168
Fastenal
FAST
$52.2B
| $29.6M | 0.12% |
+638,334
| New | +$28.6M |
|
169
MACOM Technology Solutions
MTSI
$20.4B
| $29.4M | 0.12% |
132,457
-98,636
| -43% | -$22M |
|
170
Rigetti Computing
RGTI
$4.69B
| $26.6M | 0.11% |
1,895,313
+959,535
| +103% | +$18M |
|
171
Caterpillar
CAT
$405B
| $22.9M | 0.1% |
+32,325
| New | +$22.4M |
|
172
Core Scientific
CORZ
$6.66B
| $22.1M | 0.09% |
1,480,013
+87,881
| +6% | +$1.5M |
|
173
Uranium Energy
UEC
$4.59B
| $21.2M | 0.09% |
+1,567,772
| New | +$24.2M |
|
174
Danaher
DHR
$144B
| $20.9M | 0.09% |
110,492
-210,995
| -66% | -$44.9M |
|
|
ORKA
175
Oruka Therapeutics
ORKA
$5.59B
| $15.4M | 0.06% |
+313,130
| New | +$10.9M |
|
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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.