WESTFIELD CAPITAL MANAGEMENT CO LP — 13F Holdings & Portfolio
CIK 1177719 · latest 13F-HR filed 2026-08-12
WESTFIELD CAPITAL MANAGEMENT CO LP manages $30.61B in 13F-reported U.S. long-equity assets across 278 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.28%), GOOGL (4.38%), ASND (4.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 69 new positions, exited 41, added to 128, and trimmed 60.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$30.61B
Long-equity book
278
Distinct positions
2026-06-30
Filed 2026-08-12
+69 / −41 / ↑128 / ↓60
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- ALPHABET INC$757.0M +129.9%
- NVIDIA CORPORATION$515.0M +46.7%
- AXON ENTERPRISE INC$384.2M +85.0%
- SNOWFLAKE INC$333.5M +307.7%
- ADVANCED MICRO DEVICES INC$233.1M +22828.8%
Top Trims
- AMAZON COM INC-$269.9M -56.8%
- NETFLIX INC.-$168.6M -89.0%
- MARVELL TECHNOLOGY INC-$161.8M -97.6%
- BLOOM ENERGY CORP-$158.2M -98.0%
- COMFORT SYS USA INC-$151.8M -17.7%
New Positions
- ASCENDIS PHARMA A/S$1.28B
- CARPENTER TECHNOLOGY CORP$193.7M
- PTC THERAPEUTICS INC$159.6M
- LAM RESEARCH CORP$123.8M
- ASML HLDG NV$114.3M
Exited Positions
- ASCENDIS PHARMA A/S$1.10B
- KRATOS DEFENSE & SEC SOLUTIO$110.2M
- AMERICAN INTL GROUP INC$109.8M
- PALANTIR TECHNOLOGIES INC$98.7M
- GENEDX HOLDINGS CORP$87.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.62B | 5.28% | 8,079,926 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $1.34B | 4.38% | 3,749,074 | SH |
| 3 | ASCENDIS PHARMA A/S | ASND | K08588103 | $1.28B | 4.18% | 4,798,267 | SH |
| 4 | AXON ENTERPRISE INC | AXON | 05464C101 | $836.1M | 2.73% | 1,491,490 | SH |
| 5 | FTAI AVIATION LTD | FTAI | G3730V105 | $794.6M | 2.60% | 2,937,228 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $744.7M | 2.43% | 2,573,774 | SH |
| 7 | COMFORT SYS USA INC | FIX | 199908104 | $704.5M | 2.30% | 355,433 | SH |
| 8 | BROADCOM INC | AVGO | 11135F101 | $588.0M | 1.92% | 1,556,522 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $527.6M | 1.72% | 1,414,294 | SH |
| 10 | HOWMET AEROSPACE INC | HWM | 443201108 | $516.6M | 1.69% | 1,921,476 | SH |
| 11 | ELI LILLY & CO | LLY | 532457108 | $499.8M | 1.63% | 416,732 | SH |
| 12 | SNOWFLAKE INC | SNOW | 833445109 | $441.9M | 1.44% | 1,736,498 | SH |
| 13 | MKS INC. | MKSI | 55306N104 | $413.0M | 1.35% | 928,617 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $381.6M | 1.25% | 677,389 | SH |
| 15 | VERTIV HOLDINGS CO | VRT | 92537N108 | $353.0M | 1.15% | 1,054,361 | SH |
| 16 | GE VERNOVA INC | GEV | 36828A101 | $283.5M | 0.93% | 241,272 | SH |
| 17 | MICRON TECHNOLOGY INC | MU | 595112103 | $263.4M | 0.86% | 228,203 | SH |
| 18 | VISA INC | V | 92826C839 | $261.6M | 0.85% | 762,403 | SH |
| 19 | API GROUP CORP | APG | 00187Y100 | $260.6M | 0.85% | 6,154,301 | SH |
| 20 | TAPESTRY INC | TPR | 876030107 | $248.3M | 0.81% | 1,696,569 | SH |
| 21 | RHYTHM PHARMACEUTICALS INC | RYTM | 76243J105 | $245.2M | 0.80% | 2,208,595 | SH |
| 22 | LIFE TIME GROUP HOLDINGS INC | LTH | 53190C102 | $244.8M | 0.80% | 5,995,254 | SH |
| 23 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $244.0M | 0.80% | 510,999 | SH |
| 24 | GUARDANT HEALTH INC | GH | 40131M109 | $243.7M | 0.80% | 1,624,459 | SH |
| 25 | QUANTA SVCS INC | PWR | 74762E102 | $238.7M | 0.78% | 331,489 | SH |
| 26 | SERVICENOW INC | NOW | 81762P102 | $235.7M | 0.77% | 2,373,711 | SH |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $234.2M | 0.76% | 403,081 | SH |
| 28 | PALO ALTO NETWORKS INC | PANW | 697435105 | $224.5M | 0.73% | 658,331 | SH |
| 29 | WOODWARD INC | WWD | 980745103 | $224.0M | 0.73% | 526,505 | SH |
| 30 | ARISTA NETWORKS INC | ANET | 040413205 | $223.7M | 0.73% | 1,317,096 | SH |
| 31 | LPL FINL HLDGS INC | LPLA | 50212V100 | $223.4M | 0.73% | 793,061 | SH |
| 32 | ROCKET LAB CORP | RKLB | 773121108 | $214.9M | 0.70% | 2,114,005 | SH |
| 33 | AMER SPORTS INC | AS | G0260P102 | $214.7M | 0.70% | 6,344,923 | SH |
| 34 | CLOUDFLARE INC | NET | 18915M107 | $204.9M | 0.67% | 835,502 | SH |
| 35 | AMAZON COM INC | AMZN | 023135106 | $204.9M | 0.67% | 859,806 | SH |
| 36 | GARMIN LTD | GRMN | H2906T109 | $204.5M | 0.67% | 861,057 | SH |
| 37 | REGAL REXNORD CORPORATION | RRX | 758750103 | $204.1M | 0.67% | 856,976 | SH |
| 38 | NATERA INC | NTRA | 632307104 | $197.2M | 0.64% | 726,628 | SH |
| 39 | MORGAN STANLEY | MS | 617446448 | $196.6M | 0.64% | 940,560 | SH |
| 40 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $193.7M | 0.63% | 314,082 | SH |
| 41 | SAMSARA INC | IOT | 79589L106 | $189.3M | 0.62% | 5,836,459 | SH |
| 42 | DYNATRACE INC | DT | 268150109 | $186.6M | 0.61% | 4,249,229 | SH |
| 43 | CATERPILLAR INC | CAT | 149123101 | $186.0M | 0.61% | 174,620 | SH |
| 44 | SEMTECH CORP | SMTC | 816850101 | $183.4M | 0.60% | 1,133,268 | SH |
| 45 | AMETEK INC | AME | 031100100 | $175.1M | 0.57% | 723,798 | SH |
| 46 | ABIVAX SA | ABVX | 00370M103 | $174.5M | 0.57% | 1,309,825 | SH |
| 47 | INSMED INC | INSM | 457669307 | $173.7M | 0.57% | 1,629,561 | SH |
| 48 | ITT INC | ITT | 45073V108 | $164.2M | 0.54% | 830,382 | SH |
| 49 | GILEAD SCIENCES INC | GILD | 375558103 | $162.7M | 0.53% | 1,287,629 | SH |
| 50 | PTC THERAPEUTICS INC | PTCT | 69366J200 | $159.6M | 0.52% | 1,956,156 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $30.61B | 278 | 0001177719-26-000021 |
| 2026-03-31 | 2026-05-11 | $23.83B | 250 | 0001177719-26-000018 |
| 2025-12-31 | 2026-02-11 | $24.01B | 241 | 0001177719-26-000005 |
| 2025-09-30 | 2025-11-12 | $23.83B | 235 | 0001177719-25-000003 |
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