WESTFIELD CAPITAL MANAGEMENT CO LP
Q2 2026 13F filing
Updated 29 days ago278 disclosed positions worth $30.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $1.6B | 8.08M | 5.28% | Added(+27.9%) |
| 2 | G GOOGN ALPHABET INC | $1.3B | 3.75M | 4.38% | Added(+85.0%) |
| 3 | A ASND ASCENDIS PHARMA A/S | $1.3B | 4.80M | 4.18% | — |
| 4 | A AXON AXON ENTERPRISE INC | $836.1M | 1.49M | 2.73% | Added(+40.2%) |
| 5 | F FTAIM FTAI AVIATION LTD | $794.6M | 2.94M | 2.60% | Added(+3.1%) |
| 6 | A AAPL APPLE INC | $744.7M | 2.57M | 2.43% | Trimmed(-17.9%) |
| 7 | F FIX COMFORT SYS USA INC | $704.5M | 355.4K | 2.30% | Trimmed(-42.8%) |
| 8 | A AVGO BROADCOM INC | $588M | 1.56M | 1.92% | Added(+25.8%) |
| 9 | M MSFT MICROSOFT CORP | $527.6M | 1.41M | 1.72% | Trimmed(-14.3%) |
| 10 | H HWM HOWMET AEROSPACE INC | $516.6M | 1.92M | 1.69% | Trimmed(-16.1%) |
| 11 | L LLY ELI LILLY & CO | $499.8M | 416.7K | 1.63% | Added(+14.3%) |
| 12 | S SNOW SNOWFLAKE INC | $441.9M | 1.74M | 1.44% | Added(+141.6%) |
| 13 | M MKSI MKS INC. | $413M | 928.6K | 1.35% | Trimmed(-11.3%) |
| 14 | M META META PLATFORMS INC | $381.6M | 677.4K | 1.25% | Added(+28.6%) |
| 15 | V VRT VERTIV HOLDINGS CO | $353M | 1.05M | 1.15% | Trimmed(-45.1%) |
| 16 | G GEV GE VERNOVA INC | $283.5M | 241.3K | 0.93% | Added(+21.1%) |
| 17 | M MU MICRON TECHNOLOGY INC | $263.4M | 228.2K | 0.86% | Added(+127.2%) |
| 18 | V V VISA INC | $261.6M | 762.4K | 0.85% | Added(+67.0%) |
| 19 | A APG API GROUP CORP | $260.6M | 6.15M | 0.85% | Added(+32.8%) |
| 20 | T TPR TAPESTRY INC | $248.3M | 1.70M | 0.81% | Trimmed(-22.8%) |
| 21 | R RYTM RHYTHM PHARMACEUTICALS INC | $245.2M | 2.21M | 0.80% | Added(+14.5%) |
| 22 | L LTH LIFE TIME GROUP HOLDINGS INC | $244.8M | 6.00M | 0.80% | Added(+88.2%) |
| 23 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $244M | 511.0K | 0.80% | Added(+3.5%) |
| 24 | G GH GUARDANT HEALTH INC | $243.7M | 1.62M | 0.80% | Added(+19.2%) |
| 25 | P PWR QUANTA SVCS INC | $238.7M | 331.5K | 0.78% | Trimmed(-0.1%) |
| 26 | N NOW SERVICENOW INC | $235.7M | 2.37M | 0.77% | Added(+70.3%) |
| 27 | A AMD ADVANCED MICRO DEVICES INC | $234.2M | 403.1K | 0.76% | Added(+7929.5%) |
| 28 | P PANW PALO ALTO NETWORKS INC | $224.5M | 658.3K | 0.73% | Added(+3.4%) |
| 29 | W WWD WOODWARD INC | $224M | 526.5K | 0.73% | Added(+93.4%) |
| 30 | A ANET ARISTA NETWORKS INC | $223.7M | 1.32M | 0.73% | Added(+68.8%) |
| 31 | L LPLA LPL FINL HLDGS INC | $223.4M | 793.1K | 0.73% | Trimmed(-10.0%) |
| 32 | R RKLB ROCKET LAB CORP | $214.9M | 2.11M | 0.70% | Trimmed(-33.4%) |
| 33 | A AS AMER SPORTS INC | $214.7M | 6.34M | 0.70% | Added(+61.1%) |
| 34 | N NET CLOUDFLARE INC | $204.9M | 835.5K | 0.67% | Added(+54.3%) |
| 35 | A AMZN AMAZON COM INC | $204.9M | 859.8K | 0.67% | Trimmed(-62.3%) |
| 36 | G GRMN GARMIN LTD | $204.5M | 861.1K | 0.67% | Added(+128.8%) |
| 37 | R RRX REGAL REXNORD CORPORATION | $204.1M | 857.0K | 0.67% | Added(+25.7%) |
| 38 | N NTRA NATERA INC | $197.2M | 726.6K | 0.64% | Trimmed(-3.7%) |
| 39 | M MS-PP MORGAN STANLEY | $196.6M | 940.6K | 0.64% | Added(+89.4%) |
| 40 | C CRS CARPENTER TECHNOLOGY CORP | $193.7M | 314.1K | 0.63% | — |
| 41 | I IOT SAMSARA INC | $189.3M | 5.84M | 0.62% | Added(+15.1%) |
| 42 | D DT DYNATRACE INC | $186.6M | 4.25M | 0.61% | Added(+0.9%) |
| 43 | C CAT CATERPILLAR INC | $186M | 174.6K | 0.61% | Added(+440.2%) |
| 44 | S SMTC SEMTECH CORP | $183.4M | 1.13M | 0.60% | Trimmed(-11.5%) |
| 45 | A AME AMETEK INC | $175.1M | 723.8K | 0.57% | Trimmed(-3.0%) |
| 46 | A AAVXF ABIVAX SA | $174.5M | 1.31M | 0.57% | Trimmed(-1.0%) |
| 47 | I INSM INSMED INC | $173.7M | 1.63M | 0.57% | Added(+11.0%) |
| 48 | ? N/A ITT INC | $164.2M | 830.4K | 0.54% | Added(+18.1%) |
| 49 | G GILD GILEAD SCIENCES INC | $162.7M | 1.29M | 0.53% | Added(+4724.4%) |
| 50 | ? N/A PTC THERAPEUTICS INC | $159.6M | 1.96M | 0.52% | — |