Westfield Capital Management Co Lp Portfolio Stock Holdings
Westfield Capital Management Co Lp disclosed 250 stock positions valued at approximately $23.8 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, ASCENDIS PHARMA A/S, and COMFORT SYS USA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 250
- Portfolio Value
- $23.8B
Holdings by Sector
Westfield Capital Management Co Lp Portfolio Holdings in Q1 2026
244 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.62% | 6,317,039 | +365,990 | +6.15% | $1,101,691,587 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 4.62% | 4,813,440 | -372,256 | -7.18% | $1,100,978,089 |
| COMFORT SYS USA INC | FIX | Industrials | 3.59% | 620,915 | -47,920 | -7.16% | $856,235,416 |
| APPLE INC | AAPL | Technology | 3.34% | 3,133,113 | -141,205 | -4.31% | $795,152,846 |
| FTAI AVIATION LTD | FTAI | Other | 2.93% | 2,848,227 | +497,602 | +21.17% | $697,815,609 |
| MICROSOFT CORP | MSFT | Technology | 2.56% | 1,649,513 | +28,294 | +1.75% | $610,600,060 |
| ALPHABET INC | GOOGL | Communication Services | 2.45% | 2,026,744 | -151,734 | -6.97% | $582,810,504 |
| HOWMET AEROSPACE INC | HWM | Industrials | 2.21% | 2,289,697 | +70,572 | +3.18% | $527,683,511 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.02% | 1,921,696 | -356,020 | -15.63% | $481,538,482 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.99% | 2,279,654 | -51,116 | -2.19% | $474,783,586 |
| AXON ENTERPRISE INC | AXON | Industrials | 1.90% | 1,064,134 | +232,957 | +28.03% | $451,927,224 |
| BROADCOM INC | AVGO | Technology | 1.61% | 1,236,925 | +124,607 | +11.20% | $382,840,683 |
| ELI LILLY & CO | LLY | Healthcare | 1.41% | 364,579 | +87,030 | +31.36% | $335,329,189 |
| TAPESTRY INC | TPR | Consumer Cyclical | 1.30% | 2,198,862 | +100,758 | +4.80% | $310,281,358 |
| META PLATFORMS INC | META | Communication Services | 1.26% | 526,822 | -128,461 | -19.60% | $301,410,388 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 1.11% | 881,506 | +255,944 | +40.91% | $265,183,525 |
| MKS INC. | MKSI | Technology | 1.01% | 1,046,763 | +206,990 | +24.65% | $240,556,578 |
| INSMED INC | INSM | Healthcare | 1.01% | 1,468,459 | +1,035,938 | +239.51% | $240,122,429 |
| VAXCYTE INC | PCVX | Healthcare | 0.89% | 3,646,138 | +106,421 | +3.01% | $211,877,079 |
| NETFLIX INC. | NFLX | Communication Services | 0.79% | 1,969,994 | +372,447 | +23.31% | $189,414,876 |
| API GROUP CORP | APG | Industrials | 0.79% | 4,634,929 | +1,181,574 | +34.22% | $187,807,323 |
| QUANTA SVCS INC | PWR | Industrials | 0.76% | 331,816 | +58,288 | +21.31% | $182,173,674 |
| GE VERNOVA INC | GEV | Utilities | 0.73% | 199,306 | +21,372 | +12.01% | $173,974,371 |
| ARES MANAGEMENT CORPORATION | ARES | Financial Services | 0.72% | 1,572,787 | +421,587 | +36.62% | $171,591,074 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 0.70% | 1,929,123 | +661,965 | +52.24% | $167,775,827 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.70% | 493,504 | +47,309 | +10.60% | $166,779,716 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.70% | 1,673,381 | -274,426 | -14.09% | $165,748,387 |
| BLOOM ENERGY CORP | BE | Industrials | 0.68% | 1,191,572 | +46,276 | +4.04% | $161,446,090 |
| SAMSARA INC | IOT | Technology | 0.67% | 5,072,821 | +1,118,851 | +28.30% | $160,757,713 |
| AMETEK INC | AME | Industrials | 0.67% | 745,832 | -154,384 | -17.15% | $159,876,481 |
| PERMIAN RESOURCES CORP | PR | Energy | 0.67% | 7,481,457 | +1,530,271 | +25.71% | $159,504,663 |
| DYNATRACE INC | DT | Technology | 0.65% | 4,209,594 | +852,886 | +25.41% | $155,670,786 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 0.64% | 1,556,578 | -1,288,435 | -45.29% | $151,377,191 |
| NATERA INC | NTRA | Healthcare | 0.63% | 754,729 | +40,037 | +5.60% | $150,938,268 |
| FABRINET | FN | Other | 0.62% | 284,874 | +94,704 | +49.80% | $148,567,570 |
| ABIVAX SA | ABVX | Healthcare | 0.62% | 1,322,938 | +312,972 | +30.99% | $147,309,146 |
| SERVICENOW INC | NOW | Technology | 0.61% | 1,394,187 | -82,616 | -5.59% | $145,762,300 |
| TECHNIPFMC PLC | G87110105 | Other | 0.59% | 2,033,755 | +81,328 | +4.17% | $140,593,483 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.58% | 505,765 | +57,112 | +12.73% | $139,176,354 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.58% | 457,425 | +99,704 | +27.87% | $139,093,786 |
| VISA INC | V | Financial Services | 0.58% | 456,548 | -147,378 | -24.40% | $137,987,039 |
| CENCORA INC | COR | Healthcare | 0.58% | 436,909 | +117,694 | +36.87% | $137,250,518 |
| ITT INC | ITT | Industrials | 0.56% | 703,309 | +115,863 | +19.72% | $134,001,464 |
| CELSIUS HLDGS INC | CELH | Consumer Defensive | 0.56% | 3,768,911 | +2,224,696 | +144.07% | $133,720,962 |
| NEXTPOWER INC | NXT | Technology | 0.56% | 1,107,346 | +17,046 | +1.56% | $133,490,560 |
| CHENIERE ENERGY INC | LNG | Energy | 0.55% | 459,044 | +459,044 | +100.00% | $130,258,215 |
| AMER SPORTS INC | AS | Other | 0.54% | 3,937,521 | +3,937,521 | +100.00% | $129,623,185 |
| REGAL REXNORD CORPORATION | RRX | Industrials | 0.54% | 681,717 | -211,383 | -23.67% | $127,658,325 |
| MSCI INC | MSCI | Financial Services | 0.53% | 233,764 | +25,972 | +12.50% | $126,000,886 |
| GUARDANT HEALTH INC | GH | Healthcare | 0.53% | 1,362,539 | +823,349 | +152.70% | $125,857,727 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 0.52% | 810,710 | +35,476 | +4.58% | $123,641,351 |
| TESLA INC | TSLA | Consumer Cyclical | 0.49% | 316,102 | -145,573 | -31.53% | $117,510,828 |
| GLOBE LIFE INC | GL | Financial Services | 0.49% | 842,423 | +233,610 | +38.37% | $117,240,009 |
| DUTCH BROS INC | BROS | Consumer Cyclical | 0.49% | 2,313,357 | +533,741 | +29.99% | $117,194,666 |
| CLOUDFLARE INC | NET | Technology | 0.47% | 541,566 | +22,091 | +4.25% | $111,746,725 |
| ROKU INC | ROKU | Communication Services | 0.47% | 1,178,219 | +65,741 | +5.91% | $111,483,082 |
| XPO INC | XPO | Industrials | 0.47% | 571,992 | -152,222 | -21.02% | $111,281,044 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.46% | 2,385,422 | -1,361,504 | -36.34% | $110,826,718 |
| EVERPURE INC | PSTG | Technology | 0.46% | 1,874,763 | +354,544 | +23.32% | $110,686,006 |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | Industrials | 0.46% | 1,563,146 | +317,559 | +25.49% | $110,217,424 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 0.46% | 1,458,711 | +1,458,711 | +100.00% | $109,768,039 |
| SNOWFLAKE INC | SNOW | Technology | 0.45% | 718,810 | +69,705 | +10.74% | $108,410,941 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 0.45% | 743,269 | -208,927 | -21.94% | $106,317,198 |
| JONES LANG LASALLE INC | JLL | Real Estate | 0.44% | 347,779 | +347,779 | +100.00% | $105,836,105 |
| LEGEND BIOTECH CORP | LEGN | Healthcare | 0.44% | 5,763,475 | -401,202 | -6.51% | $104,261,271 |
| KEYCORP | KEY | Financial Services | 0.44% | 5,193,334 | +1,153,037 | +28.54% | $104,126,347 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.43% | 471,916 | +471,916 | +100.00% | $102,231,254 |
| PALOMAR HLDGS INC | PLMR | Financial Services | 0.43% | 854,116 | +13,890 | +1.65% | $102,066,862 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.43% | 636,483 | +188,023 | +41.93% | $102,040,950 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.42% | 503,474 | +148,819 | +41.96% | $99,582,200 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.41% | 674,557 | +519,972 | +336.37% | $98,674,222 |
| SEMTECH CORP | SMTC | Technology | 0.41% | 1,280,594 | -1,168,018 | -47.70% | $98,464,871 |
| WOODWARD INC | WWD | Industrials | 0.41% | 272,185 | +272,185 | +100.00% | $97,420,455 |
| ARISTA NETWORKS INC | ANET | Other | 0.40% | 780,402 | +780,402 | +100.00% | $95,817,728 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.40% | 28,363 | -22,759 | -44.52% | $95,803,684 |
| SHARKNINJA INC | SN | Other | 0.40% | 904,541 | +64,481 | +7.68% | $95,790,892 |
| COHERENT CORP | COHR | Technology | 0.40% | 396,644 | -268,479 | -40.37% | $94,484,681 |
| ASTERA LABS INC | ALAB | Technology | 0.40% | 860,113 | +664,819 | +340.42% | $94,268,376 |
| BRAZE INC | BRZE | Technology | 0.39% | 3,973,906 | +1,786,631 | +81.68% | $93,823,921 |
| JABIL INC | JBL | Technology | 0.39% | 349,209 | +20,797 | +6.33% | $92,760,387 |
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 0.37% | 358,165 | +20,440 | +6.05% | $89,211,738 |
| IMAX CORP | IMAX | Communication Services | 0.37% | 2,338,776 | -7,710 | -0.33% | $88,896,876 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 0.37% | 1,369,108 | +350,847 | +34.46% | $87,924,116 |
| GARMIN LTD | GRMN | Other | 0.37% | 376,362 | +40,618 | +12.10% | $87,319,632 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.36% | 926,219 | +455,532 | +96.78% | $86,944,178 |
| F5 INC | FFIV | Technology | 0.36% | 298,542 | +17,243 | +6.13% | $86,377,157 |
| EAST WEST BANCORP INC | EWBC | Financial Services | 0.36% | 805,956 | -68,196 | -7.80% | $86,043,863 |
| LIFE TIME GROUP HOLDINGS INC | LTH | Consumer Cyclical | 0.36% | 3,185,515 | +3,185,515 | +100.00% | $85,817,774 |
| BIRKENSTOCK HOLDING PLC | BIRK | Other | 0.35% | 2,338,779 | +383,978 | +19.64% | $83,798,452 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.34% | 887,999 | -64,703 | -6.79% | $81,971,195 |
| MORGAN STANLEY | MS | Financial Services | 0.34% | 496,558 | +496,558 | +100.00% | $81,718,617 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 0.34% | 1,401,483 | +174,712 | +14.24% | $81,496,236 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 0.34% | 245,539 | +152,095 | +162.77% | $81,241,478 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 0.34% | 431,993 | -105,741 | -19.66% | $81,214,684 |
| IDEX CORP | IEX | Industrials | 0.34% | 426,019 | +24,021 | +5.98% | $80,751,901 |
| MASTEC INC | MTZ | Industrials | 0.34% | 249,980 | +249,980 | +100.00% | $80,428,565 |
| HOULIHAN LOKEY INC | HLI | Financial Services | 0.33% | 543,611 | +23,609 | +4.54% | $78,073,412 |
| PLEXUS CORP | PLXS | Technology | 0.33% | 384,493 | +379,293 | +7294.10% | $77,875,212 |
| APPLIED INDL TECHNOLOGIES IN | AIT | Industrials | 0.32% | 289,201 | +3,911 | +1.37% | $76,730,809 |
| TARGA RES CORP | TRGP | Energy | 0.32% | 304,997 | +106,455 | +53.62% | $76,471,806 |