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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
+2.63%
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
-$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
Avg Time Held
2.2
years
Top 10 Avg Time Held
4.2
years
Top 20 Avg Time Held
3.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Insmed
INSM
|
+$159M |
| 2 |
Amer Sports
AS
|
+$144M |
| 3 |
FTAI Aviation
FTAI
|
+$132M |
| 4 |
Axon Enterprise
AXON
|
+$121M |
| 5 |
Jones Lang LaSalle
JLL
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
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 | 28.36% |
| 2 | Industrials | 25.27% |
| 3 | Healthcare | 15.8% |
| 4 | Consumer Discretionary | 10.56% |
| 5 | Financials | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.17T
| $1.1B | 4.62% |
6,317,039
+365,990
| +6% | +$67.1M |
2019 Q4
25 quarters
|
|
2
Ascendis Pharma A/S
ASND
$14.8B
| $1.1B | 4.62% |
4,813,440
-372,256
| -7% | -$83.4M |
2018 Q2
31 quarters
|
|
3
Comfort Systems
FIX
$50.6B
| $856M | 3.59% |
620,915
-47,920
| -7% | -$60.8M |
2023 Q4
9 quarters
|
|
4
Apple
AAPL
$5.01T
| $795M | 3.34% |
3,133,113
-141,205
| -4% | -$36.7M |
2013 Q2
51 quarters
|
|
|
5
FTAI Aviation
FTAI
$16.9B
| $698M | 2.93% |
2,848,227
+497,602
| +21% | +$132M |
2024 Q2
7 quarters
|
|
6
Microsoft
MSFT
$3.93T
| $611M | 2.56% |
1,649,513
+28,294
| +2% | +$11.8M |
2013 Q2
51 quarters
|
|
7
Alphabet (Google) Class A
GOOGL
$4.17T
| $583M | 2.45% |
2,026,744
-151,734
| -7% | -$47.7M |
2015 Q4
41 quarters
|
|
8
Howmet Aerospace
HWM
$88.1B
| $528M | 2.21% |
2,289,697
+70,572
| +3% | +$16.4M |
2025 Q1
4 quarters
|
|
9
Vertiv
VRT
$79.5B
| $482M | 2.02% |
1,921,696
-356,020
| -16% | -$79M |
2023 Q3
10 quarters
|
|
10
Amazon
AMZN
$2.7T
| $475M | 1.99% |
2,279,654
-51,116
| -2% | -$11.3M |
2015 Q3
42 quarters
|
|
|
11
Axon Enterprise
AXON
$31.7B
| $452M | 1.9% |
1,064,134
+232,957
| +28% | +$121M |
2022 Q4
13 quarters
|
|
12
Broadcom
AVGO
$1.57T
| $383M | 1.61% |
1,236,925
+124,607
| +11% | +$41M |
2018 Q4
29 quarters
|
|
13
Eli Lilly
LLY
$1.12T
| $335M | 1.41% |
364,579
+87,030
| +31% | +$88.2M |
2022 Q2
15 quarters
|
|
14
Tapestry
TPR
$23.8B
| $310M | 1.3% |
2,198,862
+100,758
| +5% | +$14.3M |
2021 Q1
20 quarters
|
|
15
Meta Platforms (Facebook)
META
$1.81T
| $301M | 1.26% |
526,822
-128,461
| -20% | -$82.3M |
2023 Q1
12 quarters
|
|
16
LPL Financial
LPLA
$25.3B
| $265M | 1.11% |
881,506
+255,944
| +41% | +$85.9M |
2018 Q1
32 quarters
|
|
17
MKS Inc
MKSI
$14.5B
| $241M | 1.01% |
1,046,763
+206,990
| +25% | +$46.8M |
2025 Q3
2 quarters
|
|
|
18
Insmed
INSM
$21B
| $240M | 1.01% |
1,468,459
+1,035,938
| +240% | +$159M |
2024 Q3
6 quarters
|
|
19
Vaxcyte
PCVX
$10B
| $212M | 0.89% |
3,646,138
+106,421
| +3% | +$5.78M |
2023 Q3
10 quarters
|
|
20
Rocket Lab Corp
RKLB
$32.5B
| $204M | 0.85% |
3,172,611
+580,168
| +22% | +$43.7M |
2024 Q4
5 quarters
|
|
21
Netflix
NFLX
$294B
| $189M | 0.79% |
1,969,994
+372,447
| +23% | +$32.8M |
2024 Q3
6 quarters
|
|
22
APi Group
APG
$17.4B
| $188M | 0.79% |
4,634,929
+1,181,574
| +34% | +$50.1M |
2025 Q4
1 quarter
|
|
23
Quanta Services
PWR
$95B
| $182M | 0.76% |
331,816
+58,288
| +21% | +$30M |
2025 Q2
3 quarters
|
|
24
GE Vernova
GEV
$245B
| $174M | 0.73% |
199,306
+21,372
| +12% | +$16.7M |
2024 Q3
6 quarters
|
|
25
Ares Management
ARES
$25.5B
| $172M | 0.72% |
1,572,787
+421,587
| +37% | +$55.9M |
2021 Q3
18 quarters
|
|
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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.