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Westfield Capital Management Portfolio holdings
AUM
$30.6B
1-Year Est. Return
61.81%
This Fund
S&P 500
This Quarter
Est. Return
+22.24%
1 Year Est. Return
+61.81%
3 Year Est. Return
+195.36%
5 Year Est. Return
+240.54%
10 Year Est. Return
+1,285%
AUM
$23.8B
AUM Growth
+$3.29B
(+16%)
Cap. Flow
-$258M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
29.73%
Holding
282
New
38
Increased
72
Reduced
115
Closed
43
Avg Time Held
10.5
quarters
Top 10 Avg Time Held
16.9
quarters
Top 20 Avg Time Held
15.6
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AutoZone
AZO
|
+$141M |
| 2 |
Howmet Aerospace
HWM
|
+$120M |
| 3 |
Applied Materials
AMAT
|
+$109M |
| 4 |
Rollins
ROL
|
+$100M |
| 5 |
Roblox
RBLX
|
+$89.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$222M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$145M |
| 3 |
Dick's Sporting Goods
DKS
|
+$127M |
| 4 |
Atlassian
TEAM
|
+$110M |
| 5 |
Applovin
APP
|
+$95.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.75% |
| 2 | Industrials | 18.34% |
| 3 | Healthcare | 16.46% |
| 4 | Consumer Discretionary | 11.8% |
| 5 | Financials | 10.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.54T
| $1.19B | 5% |
7,545,345
+208,691
| +3% | +$26.3M |
2019 Q4
22 quarters
|
|
2
Ascendis Pharma A/S
ASND
$15.1B
| $941M | 3.95% |
5,451,401
-27,858
| -0.5% | -$4.54M |
2018 Q2
28 quarters
|
|
3
Microsoft
MSFT
$3.97T
| $874M | 3.67% |
1,757,424
-75,187
| -4% | -$32.7M |
2013 Q2
48 quarters
|
|
4
Apple
AAPL
$4.91T
| $717M | 3.01% |
3,494,184
+93,001
| +3% | +$18.8M |
2013 Q2
48 quarters
|
|
5
Amazon
AMZN
$2.83T
| $680M | 2.85% |
3,100,452
-362,224
| -10% | -$71.7M |
2015 Q3
39 quarters
|
|
6
Axon Enterprise
AXON
$34.4B
| $654M | 2.74% |
790,079
-137,722
| -15% | -$93.7M |
2022 Q4
10 quarters
|
|
7
Meta Platforms (Facebook)
META
$1.83T
| $634M | 2.66% |
858,402
-40,136
| -4% | -$24.8M |
2023 Q1
9 quarters
|
|
8
Comfort Systems
FIX
$60.4B
| $502M | 2.11% |
936,412
+46,773
| +5% | +$20.4M |
2023 Q4
6 quarters
|
|
|
9
Alphabet (Google) Class A
GOOGL
$4.3T
| $453M | 1.9% |
2,571,637
-888,279
| -26% | -$145M |
2015 Q4
38 quarters
|
|
10
TransDigm Group
TDG
$61.2B
| $441M | 1.85% |
290,013
-26,149
| -8% | -$36.7M |
2013 Q2
48 quarters
|
|
11
Broadcom
AVGO
$1.73T
| $368M | 1.54% |
1,336,142
-62,161
| -4% | -$13.5M |
2018 Q4
26 quarters
|
|
|
12
Howmet Aerospace
HWM
$89.8B
| $357M | 1.5% |
1,915,955
+780,896
| +69% | +$120M |
2025 Q1
1 quarter
|
|
13
Vertiv
VRT
$93.5B
| $339M | 1.42% |
2,637,409
+259,837
| +11% | +$25.3M |
2023 Q3
7 quarters
|
|
14
Netflix
NFLX
$293B
| $337M | 1.41% |
2,519,230
+380,200
| +18% | +$43M |
2024 Q3
3 quarters
|
|
15
ServiceNow
NOW
$146B
| $307M | 1.29% |
1,491,380
-110,040
| -7% | -$20.8M |
2013 Q4
46 quarters
|
|
16
Tapestry
TPR
$23.2B
| $300M | 1.26% |
3,419,245
-182,069
| -5% | -$13.8M |
2021 Q1
17 quarters
|
|
17
LPL Financial
LPLA
$26.1B
| $293M | 1.23% |
782,232
-47,867
| -6% | -$16.8M |
2018 Q1
29 quarters
|
|
18
Visa
V
$724B
| $283M | 1.19% |
796,463
-107,934
| -12% | -$37.6M |
2013 Q2
48 quarters
|
|
19
Eli Lilly
LLY
$1.05T
| $240M | 1.01% |
307,493
+48,541
| +19% | +$37.7M |
2022 Q2
12 quarters
|
|
20
Legend Biotech
LEGN
$3.62B
| $230M | 0.96% |
6,472,547
-445,020
| -6% | -$14.4M |
2023 Q2
8 quarters
|
|
21
Brinker International
EAT
$8.12B
| $223M | 0.94% |
1,236,583
+240,870
| +24% | +$37.8M |
2024 Q4
2 quarters
|
|
22
FTAI Aviation
FTAI
$17.5B
| $220M | 0.92% |
1,915,411
+22,960
| +1% | +$2.57M |
2024 Q2
4 quarters
|
|
23
DexCom
DXCM
$31.7B
| $208M | 0.87% |
2,380,238
-67,505
| -3% | -$5.29M |
2018 Q3
27 quarters
|
|
24
monday.com
MNDY
$3.76B
| $203M | 0.85% |
646,320
-18,844
| -3% | -$5.25M |
2023 Q4
6 quarters
|
|
25
Bank of America
BAC
$380B
| $200M | 0.84% |
4,217,760
+873,264
| +26% | +$36.7M |
2022 Q4
10 quarters
|
|
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Westfield Capital Management's Q2 2025 Portfolio in Review
As of Q2 2025, Westfield Capital Management held 282 positions worth $23.8B, up 16% from $20.5B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Westfield Capital Management's Q2 2025 filing shows 38 new, 72 increased, 115 reduced and 43 closed positions. Its largest new stake was AutoZone: 38,182 shares worth $142M. The largest sale was Palantir, an estimated $222M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 31% a quarter earlier, followed by Industrials and Healthcare.
- Westfield Capital Management's largest Q2 2025 buy was AutoZone: 38,182 shares worth $142M.
- Westfield Capital Management added most to Howmet Aerospace in Q2 2025, an estimated $120M increase.
- Westfield Capital Management's biggest Q2 2025 reduction was Palantir, cutting an estimated $222M.
- Westfield Capital Management fully exited Dick's Sporting Goods in Q2 2025, selling an estimated $127M.
- Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q2 2025.
- Westfield Capital Management opened 38 new positions and closed 43 in Q2 2025.
- Westfield Capital Management's portfolio value rose 16% quarter-over-quarter to $23.8B.
Based on Westfield Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.