Westfield Capital Management Co Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$30.61B
Q ending 2026-06-30
Prior quarter
$23.83B
Q ending 2026-03-31
Change
+28.4% QoQ · +28.4% YoY
Positions
278
reported holdings
Largest positions
Top 100 of 278 reported positions by value, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $1.62B | 8.1M |
| Alphabet Inc | GOOGL | Shares | $1.34B | 3.7M |
| Ascendis Pharma A/S | Shares | $1.28B | 4.8M | |
| Axon Enterprise Inc | AXON | Shares | $836.1M | 1.5M |
| Ftai Aviation Ltd | Shares | $794.6M | 2.9M | |
| Apple Inc | AAPL | Shares | $744.7M | 2.6M |
| Comfort Sys Usa Inc | FIX | Shares | $704.5M | 355K |
| Broadcom Inc | AVGO | Shares | $588.0M | 1.6M |
| Microsoft Corp | MSFT | Shares | $527.6M | 1.4M |
| Howmet Aerospace Inc | HWM | Shares | $516.6M | 1.9M |
| Eli Lilly & Co | LLY | Shares | $499.8M | 417K |
| Snowflake Inc | SNOW | Shares | $441.9M | 1.7M |
| Mks Inc. | MKSI | Shares | $413.0M | 929K |
| Meta Platforms Inc | META | Shares | $381.6M | 677K |
| Vertiv Holdings Co | VRT | Shares | $353.0M | 1.1M |
| Ge Vernova Inc | GEV | Shares | $283.5M | 241K |
| Micron Technology Inc | MU | Shares | $263.4M | 228K |
| Visa Inc | V | Shares | $261.6M | 762K |
| Api Group Corp | APG | Shares | $260.6M | 6.2M |
| Tapestry Inc | TPR | Shares | $248.3M | 1.7M |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $245.2M | 2.2M |
| Life Time Group Holdings Inc | LTH | Shares | $244.8M | 6.0M |
| Taiwan Semiconductor Manufac | TSM | Shares | $244.0M | 511K |
| Guardant Health Inc | GH | Shares | $243.7M | 1.6M |
| Quanta Svcs Inc | PWR | Shares | $238.7M | 331K |
| Servicenow Inc | NOW | Shares | $235.7M | 2.4M |
| Advanced Micro Devices Inc | AMD | Shares | $234.2M | 403K |
| Palo Alto Networks Inc | PANW | Shares | $224.5M | 658K |
| Woodward Inc | WWD | Shares | $224.0M | 527K |
| Arista Networks Inc | ANET | Shares | $223.7M | 1.3M |
| Lpl Finl Hldgs Inc | LPLA | Shares | $223.4M | 793K |
| Rocket Lab Corp | RKLB | Shares | $214.9M | 2.1M |
| Amer Sports Inc | Shares | $214.7M | 6.3M | |
| Cloudflare Inc | NET | Shares | $204.9M | 836K |
| Amazon Com Inc | AMZN | Shares | $204.9M | 860K |
| Garmin Ltd | Shares | $204.5M | 861K | |
| Regal Rexnord Corporation | RRX | Shares | $204.1M | 857K |
| Natera Inc | NTRA | Shares | $197.2M | 727K |
| Morgan Stanley | MS | Shares | $196.6M | 941K |
| Carpenter Technology Corp | CRS | Shares | $193.7M | 314K |
| Samsara Inc | IOT | Shares | $189.3M | 5.8M |
| Dynatrace Inc | DT | Shares | $186.6M | 4.2M |
| Caterpillar Inc | CAT | Shares | $186.0M | 175K |
| Semtech Corp | SMTC | Shares | $183.4M | 1.1M |
| Ametek Inc | AME | Shares | $175.1M | 724K |
| Abivax Sa | ABVX | Shares | $174.5M | 1.3M |
| Insmed Inc | INSM | Shares | $173.7M | 1.6M |
| Itt Inc | ITT | Shares | $164.2M | 830K |
| Gilead Sciences Inc | GILD | Shares | $162.7M | 1.3M |
| Ptc Therapeutics Inc | PTCT | Shares | $159.6M | 2.0M |
| Dutch Bros Inc | BROS | Shares | $156.8M | 2.2M |
| Celsius Hldgs Inc | CELH | Shares | $155.9M | 5.3M |
| Mastec Inc | MTZ | Shares | $155.8M | 374K |
| Sharkninja Inc | Shares | $153.5M | 1.0M | |
| Csx Corp | CSX | Shares | $149.9M | 3.2M |
| Firstcash Holdings Inc | FCFS | Shares | $149.9M | 693K |
| Keycorp | KEY | Shares | $149.7M | 6.5M |
| Microchip Technology Inc. | MCHP | Shares | $149.5M | 1.6M |
| Applied Matls Inc | AMAT | Shares | $148.6M | 206K |
| Marriott Intl Inc New | MAR | Shares | $147.9M | 399K |
| Vaxcyte Inc | PCVX | Shares | $143.7M | 2.5M |
| Globe Life Inc | GL | Shares | $137.8M | 771K |
| Technipfmc Plc | Shares | $136.6M | 2.1M | |
| Xpo Inc | XPO | Shares | $129.1M | 629K |
| Legend Biotech Corp | LEGN | Shares | $127.9M | 4.4M |
| Everpure Inc | P | Shares | $127.0M | 1.6M |
| Lam Research Corp | LRCX | Shares | $123.8M | 286K |
| Jones Lang Lasalle Inc | JLL | Shares | $123.5M | 398K |
| Astera Labs Inc | ALAB | Shares | $120.4M | 249K |
| Rockwell Automation Inc | ROK | Shares | $117.4M | 237K |
| Idex Corp | IEX | Shares | $116.6M | 514K |
| Coherent Corp | COHR | Shares | $114.8M | 291K |
| Legence Corp | LGN | Shares | $114.4M | 1.3M |
| Lincoln Elec Hldgs Inc | LECO | Shares | $114.4M | 431K |
| Asml Hldg Nv | Shares | $114.3M | 57K | |
| Planet Labs Pbc | PL | Shares | $113.6M | 3.4M |
| Onto Innovation Inc | ONTO | Shares | $113.3M | 299K |
| Cencora Inc | COR | Shares | $113.2M | 400K |
| Revolution Medicines Inc | RVMD | Shares | $112.5M | 601K |
| Sandisk Corp | SNDK | Shares | $111.5M | 49K |
| Affirm Hldgs Inc | AFRM | Shares | $110.3M | 1.4M |
| Live Nation Entertainment In | LYV | Shares | $108.2M | 591K |
| Enpro Inc | NPO | Shares | $108.0M | 287K |
| Permian Resources Corp | PR | Shares | $106.0M | 5.8M |
| Ares Management Corporation | ARES | Shares | $106.0M | 952K |
| Imax Corp | IMAX | Shares | $105.8M | 2.7M |
| Guidewire Software Inc | GWRE | Shares | $103.3M | 839K |
| Nextpower Inc | NXT | Shares | $102.2M | 857K |
| Jfrog Ltd | Shares | $101.3M | 1.1M | |
| Synopsys Inc | SNPS | Shares | $101.2M | 227K |
| Roku Inc | ROKU | Shares | $99.0M | 717K |
| Plexus Corp | PLXS | Shares | $96.8M | 322K |
| Applied Indl Technologies In | AIT | Shares | $96.6M | 286K |
| Msci Inc | MSCI | Shares | $96.3M | 172K |
| Robinhood Mkts Inc | HOOD | Shares | $95.8M | 956K |
| Ross Stores Inc | ROST | Shares | $94.2M | 442K |
| Adaptive Biotechnologies Cor | ADPT | Shares | $91.5M | 4.3M |
| Xenon Pharmaceuticals Inc | XENE | Shares | $91.0M | 1.5M |
| Oreilly Automotive Inc | ORLY | Shares | $85.9M | 933K |
| Citigroup Inc | C | Shares | $85.1M | 608K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.