WESTFIELD CAPITAL MANAGEMENT CO LP — 13F Holdings & Portfolio

CIK 1177719 · latest 13F-HR filed 2026-05-11

WESTFIELD CAPITAL MANAGEMENT CO LP manages $23.83B in 13F-reported U.S. long-equity assets across 250 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (4.62%), ASND (4.62%), FIX (3.59%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 46 new positions, exited 37, added to 87, and trimmed 92.

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.

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AUM

$23.83B

Long-equity book

Holdings

250

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+46 / −37 / ↑87 / ↓92

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FTAI AVIATION LTD$235.1M +50.8%
  • COMFORT SYS USA INC$232.0M +37.2%
  • INSMED INC$164.8M +219.0%
  • VERTIV HOLDINGS CO$112.5M +30.5%
  • MKS INC.$106.4M +79.3%
Show all 87

Top Trims

  • MICROSOFT CORP-$173.5M -22.1%
  • BANK AMERICA CORP-$158.3M -75.3%
  • MASIMO CORP-$137.3M -69.3%
  • META PLATFORMS INC-$131.1M -30.3%
  • HEALTHEQUITY INC-$119.3M -66.7%
Show all 92

New Positions

  • CHENIERE ENERGY INC$130.3M
  • AMER SPORTS INC$129.6M
  • AMERICAN INTL GROUP INC$109.8M
  • JONES LANG LASALLE INC$105.8M
  • ROSS STORES INC$102.2M
Show all 46

Exited Positions

  • COMMVAULT SYS INC$132.5M
  • ATLASSIAN CORPORATION$131.7M
  • ADMA BIOLOGICS INC$127.6M
  • ALKAMI TECHNOLOGY INC$95.0M
  • ORACLE CORP$92.5M
Show all 37
All Holdings

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 $1.10B 4.62% 6,317,039 SH
2 ASCENDIS PHARMA A/S ASND 04351P101 $1.10B 4.62% 4,813,440 SH
3 COMFORT SYS USA INC FIX 199908104 $856.2M 3.59% 620,915 SH
4 APPLE INC AAPL 037833100 $795.2M 3.34% 3,133,113 SH
5 FTAI AVIATION LTD FTAI G3730V105 $697.8M 2.93% 2,848,227 SH
6 MICROSOFT CORP MSFT 594918104 $610.6M 2.56% 1,649,513 SH
7 ALPHABET INC GOOGL 02079K305 $582.8M 2.45% 2,026,744 SH
8 HOWMET AEROSPACE INC HWM 443201108 $527.7M 2.21% 2,289,697 SH
9 VERTIV HOLDINGS CO VRT 92537N108 $481.5M 2.02% 1,921,696 SH
10 AMAZON COM INC AMZN 023135106 $474.8M 1.99% 2,279,654 SH
11 AXON ENTERPRISE INC AXON 05464C101 $451.9M 1.90% 1,064,134 SH
12 BROADCOM INC AVGO 11135F101 $382.8M 1.61% 1,236,925 SH
13 ELI LILLY & CO LLY 532457108 $335.3M 1.41% 364,579 SH
14 TAPESTRY INC TPR 876030107 $310.3M 1.30% 2,198,862 SH
15 META PLATFORMS INC META 30303M102 $301.4M 1.26% 526,822 SH
16 LPL FINL HLDGS INC LPLA 50212V100 $265.2M 1.11% 881,506 SH
17 MKS INC. MKSI 55306N104 $240.6M 1.01% 1,046,763 SH
18 INSMED INC INSM 457669307 $240.1M 1.01% 1,468,459 SH
19 VAXCYTE INC PCVX 92243G108 $211.9M 0.89% 3,646,138 SH
20 ROCKET LAB CORP RKLB 773121108 $203.7M 0.85% 3,172,611 SH
21 NETFLIX INC. NFLX 64110L106 $189.4M 0.79% 1,969,994 SH
22 API GROUP CORP APG 00187Y100 $187.8M 0.79% 4,634,929 SH
23 QUANTA SVCS INC PWR 74762E102 $182.2M 0.76% 331,816 SH
24 GE VERNOVA INC GEV 36828A101 $174.0M 0.73% 199,306 SH
25 ARES MANAGEMENT CORPORATION ARES 03990B101 $171.6M 0.72% 1,572,787 SH
26 RHYTHM PHARMACEUTICALS INC RYTM 76243J105 $167.8M 0.70% 1,929,123 SH
27 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $166.8M 0.70% 493,504 SH
28 MARVELL TECHNOLOGY INC MRVL 573874104 $165.7M 0.70% 1,673,381 SH
29 BLOOM ENERGY CORP BE 093712107 $161.4M 0.68% 1,191,572 SH
30 SAMSARA INC IOT 79589L106 $160.8M 0.67% 5,072,821 SH
31 AMETEK INC AME 031100100 $159.9M 0.67% 745,832 SH
32 PERMIAN RESOURCES CORP PR 71424F105 $159.5M 0.67% 7,481,457 SH
33 DYNATRACE INC DT 268150109 $155.7M 0.65% 4,209,594 SH
34 REVOLUTION MEDICINES INC RVMD 76155X100 $151.4M 0.64% 1,556,578 SH
35 NATERA INC NTRA 632307104 $150.9M 0.63% 754,729 SH
36 FABRINET FN G3323L100 $148.6M 0.62% 284,874 SH
37 ABIVAX SA ABVX 00370M103 $147.3M 0.62% 1,322,938 SH
38 SERVICENOW INC NOW 81762P102 $145.8M 0.61% 1,394,187 SH
39 TECHNIPFMC PLC FTI G87110105 $140.6M 0.59% 2,033,755 SH
40 ROYAL CARIBBEAN GROUP RCL V7780T103 $139.2M 0.58% 505,765 SH
41 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $139.1M 0.58% 457,425 SH
42 VISA INC V 92826C839 $138.0M 0.58% 456,548 SH
43 CENCORA INC COR 03073E105 $137.3M 0.58% 436,909 SH
44 ITT INC ITT 45073V108 $134.0M 0.56% 703,309 SH
45 CELSIUS HLDGS INC CELH 15118V207 $133.7M 0.56% 3,768,911 SH
46 NEXTPOWER INC NXT 65290E101 $133.5M 0.56% 1,107,346 SH
47 CHENIERE ENERGY INC LNG 16411R208 $130.3M 0.55% 459,044 SH
48 AMER SPORTS INC AS G0260P102 $129.6M 0.54% 3,937,521 SH
49 REGAL REXNORD CORPORATION RRX 758750103 $127.7M 0.54% 681,717 SH
50 MSCI INC MSCI 55354G100 $126.0M 0.53% 233,764 SH
Filing History
Period Filed AUM Holdings Accession
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