Westfield Capital Management Co LP
Net buyer this quarter
$30.6B
272
+$1.47B
29.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $1.62B | 5.28% | 0.03% | +27.9% | Q4 2019 |
 GOOGL | $1.34B | 4.38% | 0.03% | +85.0% | Q4 2015 |
 ASND | $1.28B | 4.18% | 7.74% | -0.3% | Q2 2018 |
 AXON | $836M | 2.73% | 1.84% | +40.2% | Q4 2022 |
 FTAI | $795M | 2.60% | 2.86% | +3.1% | Q2 2024 |
 AAPL | $745M | 2.43% | 0.02% | -17.9% | Q2 2013 |
 FIX | $704M | 2.30% | 1.01% | -42.8% | Q4 2023 |
 AVGO | $588M | 1.92% | 0.03% | +25.8% | Q1 2016 |
 MSFT | $528M | 1.72% | 0.02% | -14.3% | Q2 2013 |
 HWM | $517M | 1.69% | 0.48% | -16.1% | Q1 2025 |
 LLY | $500M | 1.63% | 0.04% | +14.3% | Q2 2013 |
 SNOW | $442M | 1.44% | 0.50% | +141.6% | Q1 2022 |
 MKSI | $413M | 1.35% | 1.37% | -11.3% | Q3 2017 |
 META | $382M | 1.25% | Not reported | +28.6% | Q3 2013 |
 VRT | $353M | 1.15% | 0.27% | -45.1% | Q3 2023 |
 GEV | $283M | 0.93% | 0.09% | +21.1% | Q3 2024 |
 MU | $263M | 0.86% | 0.02% | +127.2% | Q4 2014 |
 V | $262M | 0.85% | 0.04% | +67.0% | Q2 2013 |
 APG | $261M | 0.85% | 1.42% | +32.8% | Q4 2025 |
 TPR | $248M | 0.81% | 0.85% | -22.8% | Q1 2021 |
 RYTM | $245M | 0.80% | 3.21% | +14.5% | Q1 2025 |
 LTH | $245M | 0.80% | 2.69% | +88.2% | Q1 2026 |
 TSM | $244M | 0.80% | 0.00% | +3.6% | Q4 2019 |
 GH | $244M | 0.80% | 1.22% | +19.2% | Q1 2022 |
 PWR | $239M | 0.78% | 0.22% | -0.1% | Q2 2025 |
 NOW | $236M | 0.77% | 0.23% | +70.3% | Q4 2013 |
 AMD | $234M | 0.76% | 0.02% | +7929.5% | Q3 2017 |
 PANW | $225M | 0.73% | 0.08% | +3.4% | Q2 2014 |
 WWD | $224M | 0.73% | 0.88% | +93.4% | Q2 2019 |
 ANET | $224M | 0.73% | 0.10% | +68.8% | Q3 2018 |
 LPLA | $223M | 0.73% | 0.99% | -10.0% | Q4 2013 |
 RKLB | $215M | 0.70% | 0.35% | -33.4% | Q4 2024 |
 AS | $215M | 0.70% | 1.14% | +61.1% | Q1 2026 |
 NET | $205M | 0.67% | Not reported | +54.3% | Q2 2025 |
 AMZN | $205M | 0.67% | 0.01% | -62.3% | Q2 2013 |
 GRMN | $205M | 0.67% | 0.45% | +128.8% | Q3 2013 |
 RRX | $204M | 0.67% | 1.29% | +25.7% | Q4 2023 |
 NTRA | $197M | 0.64% | 0.51% | -3.7% | Q4 2024 |
 MS | $197M | 0.64% | 0.06% | +89.4% | Q4 2014 |
 CRS | $194M | 0.63% | 0.63% | New | Q2 2026 |
 IOT | $189M | 0.62% | Not reported | +15.1% | Q4 2021 |
 DT | $187M | 0.61% | 1.46% | +0.9% | Q4 2022 |
 CAT | $186M | 0.61% | 0.04% | +440.2% | Q4 2013 |
 SMTC | $183M | 0.60% | 1.22% | -11.5% | Q3 2021 |
 AME | $175M | 0.57% | 0.32% | -3.0% | Q3 2013 |
 ABVX | $175M | 0.57% | 1.67% | -1.0% | Q4 2025 |
 INSM | $174M | 0.57% | 0.75% | +11.0% | Q2 2020 |
 ITT | $164M | 0.54% | 0.93% | +18.1% | Q2 2014 |
 GILD | $163M | 0.53% | 0.10% | +4724.4% | Q3 2016 |
 PTCT | $160M | 0.52% | 2.35% | Not reported | Q1 2014 |
| Q1 2026 | |||||
| NVDA | $1.1B | 4.62% | 0.03% | +6.2% | Q4 2019 |
| ASND | $1.1B | 4.62% | 7.77% | -7.2% | Q2 2018 |
| FIX | $856M | 3.59% | 1.76% | -7.2% | Q4 2023 |
| AAPL | $795M | 3.34% | 0.02% | -4.3% | Q2 2013 |
| FTAI | $698M | 2.93% | 2.78% | +21.2% | Q2 2024 |
| MSFT | $611M | 2.56% | 0.02% | +1.8% | Q2 2013 |
| GOOGL | $583M | 2.45% | 0.02% | -7.0% | Q4 2015 |
| HWM | $528M | 2.21% | 0.57% | +3.2% | Q1 2025 |
| VRT | $482M | 2.02% | 0.50% | -15.6% | Q3 2023 |
| AMZN | $475M | 1.99% | 0.02% | -2.2% | Q2 2013 |
| AXON | $452M | 1.90% | 1.32% | +28.0% | Q4 2022 |
| AVGO | $383M | 1.61% | 0.03% | +11.2% | Q1 2016 |
| LLY | $335M | 1.41% | 0.04% | +31.4% | Q2 2013 |
| TPR | $310M | 1.30% | 1.09% | +4.8% | Q1 2021 |
| META | $301M | 1.26% | Not reported | -19.6% | Q3 2013 |
| LPLA | $265M | 1.11% | 1.10% | +40.9% | Q4 2013 |
| MKSI | $241M | 1.01% | 1.56% | +24.7% | Q3 2017 |
| INSM | $240M | 1.01% | 0.68% | +239.5% | Q2 2020 |
 PCVX | $212M | 0.89% | 2.53% | +3.0% | Q3 2023 |
| RKLB | $204M | 0.85% | 0.55% | +22.4% | Q4 2024 |
 NFLX | $189M | 0.79% | 0.05% | +23.3% | Q2 2015 |
| APG | $188M | 0.79% | 1.07% | +34.2% | Q4 2025 |
| PWR | $182M | 0.76% | 0.22% | +21.3% | Q2 2025 |
| GEV | $174M | 0.73% | 0.07% | +12.0% | Q3 2024 |
 ARES | $172M | 0.72% | 0.50% | +36.6% | Q3 2021 |
| RYTM | $168M | 0.70% | 2.82% | +52.2% | Q1 2025 |
| TSM | $167M | 0.70% | 0.00% | +10.6% | Q4 2019 |
 MRVL | $166M | 0.70% | 0.19% | -14.1% | Q4 2018 |
 BE | $161M | 0.68% | 0.42% | +4.0% | Q3 2025 |
| IOT | $161M | 0.67% | Not reported | +28.3% | Q4 2021 |
| AME | $160M | 0.67% | 0.33% | -17.2% | Q3 2013 |
 PR | $160M | 0.67% | 1.00% | +25.7% | Q3 2023 |
| DT | $156M | 0.65% | 1.43% | +25.4% | Q4 2022 |
 RVMD | $151M | 0.64% | 0.78% | -45.3% | Q4 2024 |
| NTRA | $151M | 0.63% | 0.53% | +5.6% | Q4 2024 |
 FN | $149M | 0.62% | 0.80% | +49.8% | Q2 2023 |
| ABVX | $147M | 0.62% | 1.68% | +31.0% | Q4 2025 |
| NOW | $146M | 0.61% | 0.14% | -5.6% | Q4 2013 |
 FTI | $141M | 0.59% | 0.51% | +4.2% | Q3 2024 |
 RCL | $139M | 0.58% | 0.19% | +12.7% | Q4 2017 |
 HLT | $139M | 0.58% | 0.20% | +27.9% | Q2 2018 |
| V | $138M | 0.58% | 0.02% | -24.4% | Q2 2013 |
 COR | $137M | 0.58% | 0.22% | +36.9% | Q1 2025 |
| ITT | $134M | 0.56% | 0.82% | +19.7% | Q2 2014 |
 CELH | $134M | 0.56% | 1.47% | +144.1% | Q4 2025 |
 NXT | $133M | 0.56% | 0.81% | +1.6% | Q1 2023 |
 LNG | $130M | 0.55% | 0.22% | New | Q1 2026 |
| AS | $130M | 0.54% | 0.71% | New | Q1 2026 |
| RRX | $128M | 0.54% | 1.02% | -23.7% | Q4 2023 |
 MSCI | $126M | 0.53% | 0.32% | +12.5% | Q4 2015 |
| Q4 2025 | |||||
| NVDA | $1.11B | 4.62% | 0.02% | -8.6% | Q4 2019 |
| ASND | $1.11B | 4.61% | 8.37% | -1.4% | Q2 2018 |
| AAPL | $890M | 3.71% | 0.02% | -1.8% | Q2 2013 |
| MSFT | $784M | 3.27% | 0.02% | -4.9% | Q2 2013 |
| GOOGL | $682M | 2.84% | 0.02% | -3.0% | Q4 2015 |
| FIX | $624M | 2.60% | 1.90% | -19.7% | Q4 2023 |
| AMZN | $538M | 2.24% | 0.02% | -8.3% | Q2 2013 |
| AXON | $472M | 1.97% | 1.04% | +14.0% | Q4 2022 |
| FTAI | $463M | 1.93% | 2.29% | +10.4% | Q2 2024 |
| HWM | $455M | 1.90% | 0.55% | +10.5% | Q1 2025 |
| META | $433M | 1.80% | Not reported | -14.6% | Q3 2013 |
| AVGO | $385M | 1.60% | 0.02% | -4.6% | Q1 2016 |
| VRT | $369M | 1.54% | 0.60% | +1.4% | Q3 2023 |
| LLY | $298M | 1.24% | 0.03% | +0.2% | Q2 2013 |
| TPR | $268M | 1.12% | 1.04% | -14.4% | Q1 2021 |
| RVMD | $227M | 0.94% | 1.44% | +13.2% | Q4 2024 |
| NOW | $226M | 0.94% | 0.14% | +13.6% | Q4 2013 |
| LPLA | $223M | 0.93% | 0.78% | +8.7% | Q4 2013 |
| V | $212M | 0.88% | 0.03% | -14.4% | Q2 2013 |
 BAC | $210M | 0.88% | 0.05% | -1.0% | Q2 2015 |
 TSLA | $208M | 0.86% | 0.01% | +14.2% | Q1 2021 |
| MASI | $198M | 0.82% | 2.83% | +7.2% | Q2 2013 |
| ARES | $186M | 0.78% | 0.37% | +12.0% | Q3 2021 |
| AME | $185M | 0.77% | 0.39% | +151.0% | Q3 2013 |
| RKLB | $181M | 0.75% | 0.48% | +6.3% | Q4 2024 |
| SMTC | $180M | 0.75% | 2.65% | -27.6% | Q3 2021 |
 HQY | $179M | 0.75% | 2.29% | +13.7% | Q1 2025 |
 FITB | $175M | 0.73% | 0.57% | +131.3% | Q4 2018 |
 AZO | $173M | 0.72% | 0.31% | +11.7% | Q2 2025 |
| MRVL | $166M | 0.69% | 0.23% | -25.4% | Q4 2018 |
| NTRA | $164M | 0.68% | 0.51% | +24.1% | Q4 2024 |
| PCVX | $163M | 0.68% | 2.70% | -5.2% | Q3 2023 |
 CWST | $163M | 0.68% | Not reported | +1.1% | Q4 2022 |
| NFLX | $150M | 0.62% | 0.04% | -30.7% | Q2 2015 |
| DT | $145M | 0.61% | 1.12% | +0.3% | Q4 2022 |
| SNOW | $142M | 0.59% | 0.19% | +12.9% | Q1 2022 |
 HUBS | $141M | 0.59% | 0.67% | +162.5% | Q3 2019 |
| IOT | $140M | 0.58% | Not reported | +4.0% | Q4 2021 |
| ABVX | $136M | 0.57% | 1.29% | New | Q4 2025 |
| RYTM | $136M | 0.57% | 1.89% | +18.5% | Q1 2025 |
| TSM | $136M | 0.56% | 0.00% | -4.5% | Q4 2019 |
| MKSI | $134M | 0.56% | 1.25% | +159.7% | Q3 2017 |
 LEGN | $134M | 0.56% | 1.67% | +1.2% | Q2 2023 |
 CVLT | $133M | 0.55% | 2.40% | +34.5% | Q1 2015 |
 WGS | $132M | 0.55% | 3.48% | +87.2% | Q1 2025 |
| APG | $132M | 0.55% | 0.83% | New | Q4 2025 |
 TEAM | $132M | 0.55% | Not reported | +151.9% | Q1 2020 |
 ADMA | $128M | 0.53% | 2.94% | +36.9% | Q3 2025 |
| RRX | $125M | 0.52% | 1.35% | -26.9% | Q4 2023 |
| RCL | $125M | 0.52% | 0.16% | +33.3% | Q4 2017 |
| Q3 2025 | |||||
| NVDA | $1.21B | 5.09% | 0.03% | -13.8% | Q4 2019 |
| ASND | $1.05B | 4.39% | 8.67% | -3.5% | Q2 2018 |
| MSFT | $883M | 3.71% | 0.02% | -3.0% | Q2 2013 |
| AAPL | $849M | 3.56% | 0.02% | -4.6% | Q2 2013 |
| FIX | $688M | 2.88% | 2.36% | -11.0% | Q4 2023 |
| META | $564M | 2.37% | Not reported | -10.6% | Q3 2013 |
| AMZN | $558M | 2.34% | 0.02% | -18.0% | Q2 2013 |
| GOOGL | $546M | 2.29% | 0.02% | -12.7% | Q4 2015 |
| AXON | $523M | 2.20% | 0.92% | -7.7% | Q4 2022 |
| HWM | $394M | 1.65% | 0.50% | +4.8% | Q1 2025 |
| AVGO | $385M | 1.61% | 0.02% | -12.7% | Q1 2016 |
| FTAI | $355M | 1.49% | 2.08% | +11.2% | Q2 2024 |
| VRT | $339M | 1.42% | 0.59% | -14.8% | Q3 2023 |
 TDG | $287M | 1.21% | 0.39% | -24.9% | Q2 2013 |
| TPR | $277M | 1.16% | 1.19% | -28.3% | Q1 2021 |
| NFLX | $277M | 1.16% | 0.05% | -8.5% | Q2 2015 |
| SMTC | $242M | 1.01% | 3.90% | +23.1% | Q3 2021 |
| V | $241M | 1.01% | 0.04% | -11.4% | Q2 2013 |
| NOW | $239M | 1.00% | 0.13% | -12.8% | Q4 2013 |
| MRVL | $220M | 0.92% | 0.30% | Not reported | Q4 2018 |
| LLY | $211M | 0.89% | 0.03% | -9.9% | Q2 2013 |
| MASI | $209M | 0.88% | 2.64% | +20.2% | Q2 2013 |
| MRUS | $201M | 0.84% | 2.81% | +4.4% | Q3 2024 |
| BAC | $199M | 0.84% | 0.05% | -8.5% | Q2 2015 |
| LEGN | $199M | 0.83% | 1.66% | -5.8% | Q2 2023 |
| AZO | $196M | 0.82% | 0.27% | +19.9% | Q2 2025 |
| LPLA | $191M | 0.80% | 0.72% | -26.4% | Q4 2013 |
| TSLA | $180M | 0.75% | 0.01% | -7.8% | Q1 2021 |
| RRX | $175M | 0.74% | 1.84% | +40.4% | Q4 2023 |
 ORCL | $169M | 0.71% | 0.02% | -11.6% | Q2 2013 |
 RBLX | $165M | 0.69% | 0.17% | +4.3% | Q2 2025 |
| ARES | $164M | 0.69% | 0.33% | -4.7% | Q3 2021 |
| GEV | $163M | 0.69% | 0.10% | -18.3% | Q3 2024 |
| HQY | $163M | 0.68% | 1.99% | +35.7% | Q1 2025 |
| DT | $162M | 0.68% | 1.11% | +13.4% | Q4 2022 |
 COHR | $159M | 0.67% | 0.95% | +90.3% | Q3 2017 |
| CWST | $156M | 0.66% | Not reported | +6.2% | Q4 2022 |
 DXCM | $156M | 0.65% | 0.59% | -2.9% | Q2 2013 |
| CVLT | $148M | 0.62% | 1.78% | +135.6% | Q1 2015 |
 P | $147M | 0.62% | 0.53% | +69.4% | Q1 2019 |
 SN | $145M | 0.61% | 1.00% | -0.2% | Q3 2024 |
| BE | $142M | 0.59% | 0.72% | New | Q3 2025 |
| IOT | $142M | 0.59% | Not reported | +7.1% | Q4 2021 |
| PCVX | $134M | 0.56% | 2.87% | +21.6% | Q3 2023 |
 MNDY | $134M | 0.56% | 1.34% | +7.3% | Q4 2023 |
| TSM | $131M | 0.55% | 0.00% | -19.5% | Q4 2019 |
 PRIM | $130M | 0.55% | 1.75% | +44.8% | Q4 2024 |
| SNOW | $130M | 0.54% | 0.17% | +53.9% | Q1 2022 |
| RVMD | $117M | 0.49% | 1.33% | +52.4% | Q4 2024 |
| RKLB | $117M | 0.49% | 0.49% | +3.1% | Q4 2024 |