Westfield Capital Management Co Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Westfield Capital Management Co Lp disclosed 265 stock positions valued at approximately $30.61B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, ALPHABET INC, and AXON ENTERPRISE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 265
- Portfolio Value
- $30.61B
Holdings by Sector
Westfield Capital Management Co Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.28% | 8,079,926 | +1,762,887 | +27.91% | $1,616,712,338 |
| ALPHABET INC | GOOGL | Communication Services | 4.38% | 3,749,074 | +1,722,330 | +84.98% | $1,339,806,415 |
| AXON ENTERPRISE INC | AXON | Industrials | 2.73% | 1,491,490 | +427,356 | +40.16% | $836,144,444 |
| FTAI AVIATION LTD | FTAI | Other | 2.60% | 2,937,228 | +89,001 | +3.12% | $794,608,199 |
| APPLE INC | AAPL | Technology | 2.43% | 2,573,774 | -559,339 | -17.85% | $744,747,287 |
| COMFORT SYS USA INC | FIX | Industrials | 2.30% | 355,433 | -265,482 | -42.76% | $704,451,409 |
| BROADCOM INC | AVGO | Technology | 1.92% | 1,556,522 | +319,597 | +25.84% | $587,976,343 |
| MICROSOFT CORP | MSFT | Technology | 1.72% | 1,414,294 | -235,219 | -14.26% | $527,559,770 |
| HOWMET AEROSPACE INC | HWM | Industrials | 1.69% | 1,921,476 | -368,221 | -16.08% | $516,608,027 |
| ELI LILLY & CO | LLY | Healthcare | 1.63% | 416,732 | +52,153 | +14.30% | $499,840,862 |
| SNOWFLAKE INC | SNOW | Technology | 1.44% | 1,736,498 | +1,017,688 | +141.58% | $441,938,647 |
| MKS INC. | MKSI | Technology | 1.35% | 928,617 | -118,146 | -11.29% | $413,048,645 |
| META PLATFORMS INC | META | Communication Services | 1.25% | 677,389 | +150,567 | +28.58% | $381,566,445 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.15% | 1,054,361 | -867,335 | -45.13% | $353,021,161 |
| GE VERNOVA INC | GEV | Utilities | 0.93% | 241,272 | +41,966 | +21.06% | $283,461,275 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.86% | 228,203 | +127,769 | +127.22% | $263,412,188 |
| VISA INC | V | Financial Services | 0.85% | 762,403 | +305,855 | +66.99% | $261,572,839 |
| API GROUP CORP | APG | Industrials | 0.85% | 6,154,301 | +1,519,372 | +32.78% | $260,634,647 |
| TAPESTRY INC | TPR | Consumer Cyclical | 0.81% | 1,696,569 | -502,293 | -22.84% | $248,343,835 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 0.80% | 2,208,595 | +279,472 | +14.49% | $245,220,303 |
| LIFE TIME GROUP HOLDINGS INC | LTH | Consumer Cyclical | 0.80% | 5,995,254 | +2,809,739 | +88.20% | $244,846,173 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.80% | 510,999 | +17,495 | +3.55% | $244,037,920 |
| GUARDANT HEALTH INC | GH | Healthcare | 0.80% | 1,624,459 | +261,920 | +19.22% | $243,717,584 |
| QUANTA SVCS INC | PWR | Industrials | 0.78% | 331,489 | -327 | -0.10% | $238,685,542 |
| SERVICENOW INC | NOW | Technology | 0.77% | 2,373,711 | +979,524 | +70.26% | $235,661,989 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.76% | 403,081 | +398,061 | +7929.50% | $234,153,542 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.73% | 658,331 | +21,848 | +3.43% | $224,504,060 |
| WOODWARD INC | WWD | Industrials | 0.73% | 526,505 | +254,320 | +93.44% | $223,996,287 |
| ARISTA NETWORKS INC | ANET | Other | 0.73% | 1,317,096 | +536,694 | +68.77% | $223,748,310 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 0.73% | 793,061 | -88,445 | -10.03% | $223,389,290 |
Showing 30 of 265 holdings in the latest reporting period.