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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
-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
(-11%)
Cap. Flow
-$257M
Cap. Flow
% of AUM
-1.25%
Top 10 Holdings %
Top 10 Hldgs %
29.42%
Holding
285
New
46
Increased
76
Reduced
111
Closed
41
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
MongoDB
MDB
|
+$179M |
| 2 |
Howmet Aerospace
HWM
|
+$144M |
| 3 |
Dick's Sporting Goods
DKS
|
+$134M |
| 4 |
Check Point Software Technologies
CHKP
|
+$125M |
| 5 |
AXON
Axon Enterprise
AXON
|
+$125M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chipotle Mexican Grill
CMG
|
+$161M |
| 2 |
Vertiv
VRT
|
+$143M |
| 3 |
Flywire
FLYW
|
+$134M |
| 4 |
XYZ
Block Inc
XYZ
|
+$120M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Trade Desk
TTD
$6.49B
| $39M | 0.19% |
712,098
-8,353
| -1% | -$756K |
|
152
Churchill Downs
CHDN
$6.12B
| $38.5M | 0.19% |
346,452
-547,757
| -61% | -$65.5M |
|
153
Moog Inc Class A
MOG.A
$12.8B
| $37.7M | 0.18% |
217,368
-97,071
| -31% | -$17.9M |
|
154
Revolution Medicines
RVMD
$44B
| $37.6M | 0.18% |
1,064,046
+1,058,247
| +18,249% | +$43M |
|
155
Silicon Laboratories
SLAB
$7.23B
| $37.2M | 0.18% |
+330,897
| New | +$44.7M |
|
156
CrowdStrike
CRWD
$218B
| $37.1M | 0.18% |
420,520
-110,712
| -21% | -$10.5M |
|
157
Abercrombie & Fitch
ANF
$5B
| $36.6M | 0.18% |
479,651
-187,462
| -28% | -$20.2M |
|
158
Western Digital
WDC
$150B
| $35.4M | 0.17% |
+875,743
| New | +$41.5M |
|
|
DAY
159
DELISTED
Dayforce
DAY
| $34.3M | 0.17% |
587,439
-2,125
| -0.4% | -$137K |
|
160
Bio-Rad Laboratories Class A
BIO
$9.42B
| $32.8M | 0.16% |
134,671
-129,934
| -49% | -$39.1M |
|
161
Rocket Pharmaceuticals
RCKT
$394M
| $32.2M | 0.16% |
4,820,701
+106,091
| +2% | +$1.05M |
|
|
ETNB
162
DELISTED
89bio
ETNB
| $28.3M | 0.14% |
3,894,741
+7,947
| +0.2% | +$69.5K |
|
163
Astera Labs
ALAB
$58B
| $27.9M | 0.14% |
+467,080
| New | +$43.2M |
|
164
FormFactor
FORM
$9.17B
| $25.8M | 0.13% |
+913,330
| New | +$33.6M |
|
165
Coherent
COHR
$74.2B
| $25.7M | 0.13% |
+395,504
| New | +$32.8M |
|
166
Kinsale Capital Group
KNSL
$8.51B
| $25.1M | 0.12% |
51,624
-72,226
| -58% | -$32.4M |
|
167
Onto Innovation
ONTO
$15.3B
| $24.7M | 0.12% |
203,566
-76,617
| -27% | -$12.9M |
|
168
Credo Technology Group
CRDO
$46.6B
| $24.3M | 0.12% |
+605,805
| New | +$37.7M |
|
|
BCYC
169
Bicycle Therapeutics
BCYC
$292M
| $22.6M | 0.11% |
2,657,305
+46,968
| +2% | +$553K |
|
170
Genius Sports
GENI
$2.11B
| $21.8M | 0.11% |
2,178,257
+49,279
| +2% | +$457K |
|
171
Veeco
VECO
$3.23B
| $21.3M | 0.1% |
1,059,504
-520,741
| -33% | -$12.5M |
|
172
Primoris Services
PRIM
$4.45B
| $20.8M | 0.1% |
362,729
+9,714
| +3% | +$702K |
|
173
GeneDx Holdings
WGS
$2.3B
| $19.7M | 0.1% |
+222,477
| New | +$19.3M |
|
174
Extreme Networks
EXTR
$3.15B
| $18.1M | 0.09% |
1,371,749
-118,369
| -8% | -$1.85M |
|
175
SPX Corp
SPXC
$10.8B
| $16.6M | 0.08% |
128,615
+2,579
| +2% | +$369K |
|
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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.