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Westfield Capital Management Portfolio holdings
AUM
$30.6B
Turnover
33.96%
1-Year Est. Return
61.81%
This Fund
S&P 500
This Quarter
Est. Return
+13.49%
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
-$10.9M
(-0.05%)
Cap. Flow
-$1.73B
Cap. Flow
% of AUM
-7.25%
Top 10 Holdings %
Top 10 Hldgs %
30.48%
Holding
282
New
43
Increased
80
Reduced
99
Closed
47
Avg Time Held
2.3
years
Top 10 Avg Time Held
4.1
years
Top 20 Avg Time Held
4.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marvell Technology
MRVL
|
+$192M |
| 2 |
Palantir
PLTR
|
+$97.1M |
| 3 |
KKR & Co
KKR
|
+$95.5M |
| 4 |
TopBuild
BLD
|
+$89.8M |
| 5 |
ADMA Biologics
ADMA
|
+$87.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$181M |
| 2 |
Salesforce
CRM
|
+$177M |
| 3 |
Fabrinet
FN
|
+$165M |
| 4 |
Badger Meter
BMI
|
+$150M |
| 5 |
Texas Roadhouse
TXRH
|
+$132M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.21% |
| 2 | Industrials | 21.02% |
| 3 | Healthcare | 16.43% |
| 4 | Financials | 10.03% |
| 5 | Consumer Discretionary | 9.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.16T
| $1.21B | 5.09% |
6,507,165
-1,038,180
| -14% | -$181M |
2019 Q4
23 quarters
|
|
2
Ascendis Pharma A/S
ASND
$14.8B
| $1.05B | 4.39% |
5,259,909
-191,492
| -4% | -$35.7M |
2018 Q2
29 quarters
|
|
3
Microsoft
MSFT
$3.9T
| $883M | 3.71% |
1,705,236
-52,188
| -3% | -$26.6M |
2013 Q2
49 quarters
|
|
4
Apple
AAPL
$4.98T
| $849M | 3.56% |
3,334,545
-159,639
| -5% | -$36.1M |
2013 Q2
49 quarters
|
|
5
Comfort Systems
FIX
$50.6B
| $688M | 2.88% |
833,195
-103,217
| -11% | -$70M |
2023 Q4
7 quarters
|
|
6
Meta Platforms (Facebook)
META
$1.79T
| $564M | 2.37% |
767,657
-90,745
| -11% | -$67.5M |
2023 Q1
10 quarters
|
|
7
Amazon
AMZN
$2.68T
| $558M | 2.34% |
2,541,729
-558,723
| -18% | -$126M |
2015 Q3
40 quarters
|
|
8
Alphabet (Google) Class A
GOOGL
$4.15T
| $546M | 2.29% |
2,244,650
-326,987
| -13% | -$68.5M |
2015 Q4
39 quarters
|
|
9
Axon Enterprise
AXON
$31.7B
| $523M | 2.2% |
729,152
-60,927
| -8% | -$46.2M |
2022 Q4
11 quarters
|
|
10
Howmet Aerospace
HWM
$88.3B
| $394M | 1.65% |
2,007,453
+91,498
| +5% | +$16.7M |
2025 Q1
2 quarters
|
|
11
Broadcom
AVGO
$1.57T
| $385M | 1.61% |
1,166,362
-169,780
| -13% | -$52.1M |
2018 Q4
27 quarters
|
|
12
FTAI Aviation
FTAI
$16.9B
| $355M | 1.49% |
2,130,241
+214,830
| +11% | +$30.6M |
2024 Q2
5 quarters
|
|
13
Vertiv
VRT
$79.6B
| $339M | 1.42% |
2,247,218
-390,191
| -15% | -$52M |
2023 Q3
8 quarters
|
|
14
TransDigm Group
TDG
$62.9B
| $287M | 1.21% |
217,897
-72,116
| -25% | -$103M |
2013 Q2
49 quarters
|
|
15
Tapestry
TPR
$23.8B
| $277M | 1.16% |
2,450,671
-968,574
| -28% | -$101M |
2021 Q1
18 quarters
|
|
16
Netflix
NFLX
$293B
| $277M | 1.16% |
2,306,480
-212,750
| -8% | -$26M |
2024 Q3
4 quarters
|
|
17
Semtech
SMTC
$12.8B
| $242M | 1.01% |
3,380,373
+633,113
| +23% | +$34.4M |
2025 Q1
2 quarters
|
|
18
Visa
V
$752B
| $241M | 1.01% |
705,767
-90,696
| -11% | -$31.4M |
2013 Q2
49 quarters
|
|
19
ServiceNow
NOW
$145B
| $239M | 1% |
1,300,010
-191,370
| -13% | -$35.7M |
2013 Q4
47 quarters
|
|
|
20
Marvell Technology
MRVL
$204B
| $220M | 0.92% |
+2,611,958
| New | +$192M |
2025 Q3
0 quarters
|
|
21
Eli Lilly
LLY
$1.12T
| $211M | 0.89% |
277,005
-30,488
| -10% | -$22.7M |
2022 Q2
13 quarters
|
|
22
DELISTED
Masimo
MASI
| $209M | 0.88% |
1,419,250
+238,047
| +20% | +$36M |
2023 Q2
9 quarters
|
|
23
DELISTED
Merus
MRUS
| $201M | 0.84% |
2,132,489
+90,101
| +4% | +$5.87M |
2024 Q3
4 quarters
|
|
24
Bank of America
BAC
$360B
| $199M | 0.84% |
3,861,103
-356,657
| -8% | -$17.4M |
2022 Q4
11 quarters
|
|
25
Legend Biotech
LEGN
$3.65B
| $199M | 0.83% |
6,094,486
-378,061
| -6% | -$14M |
2023 Q2
9 quarters
|
|
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Westfield Capital Management's Q3 2025 Portfolio in Review
As of Q3 2025, Westfield Capital Management held 282 positions worth $23.8B, down 0.05% from $23.8B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Westfield Capital Management withdrew a net $1.73B in Q3 2025, closing 47 positions and reducing 99 holdings. Its most notable exit was Salesforce, an estimated $177M position sold in full.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.
Against the trend, Westfield Capital Management opened a new position in Marvell Technology worth $220M.
- Westfield Capital Management's largest Q3 2025 buy was Marvell Technology: 2,611,958 shares worth $220M.
- Westfield Capital Management added most to Palantir in Q3 2025, an estimated $97.1M increase.
- Westfield Capital Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $181M.
- Westfield Capital Management fully exited Salesforce in Q3 2025, selling an estimated $177M.
- Westfield Capital Management's ten largest holdings make up 30% of its $23.8B portfolio in Q3 2025.
- Westfield Capital Management opened 43 new positions and closed 47 in Q3 2025.
- Westfield Capital Management's portfolio value fell 0.05% quarter-over-quarter to $23.8B.
Based on Westfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.