WESTFIELD CAPITAL MANAGEMENT CO LP: 13F holdings, Q2 2026
WESTFIELD CAPITAL MANAGEMENT CO LP reported 278 positions worth $30.61B in its Form 13F for Q2 2026 (vs. $23.83B in Q1 2026), filed 2026-08-12.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $1.62B | 5.3% | 8,079,926 | +28% |
| GOOGL | ALPHABET INC-CL A | $1.34B | 4.4% | 3,749,074 | +85% |
| ASND | ASCENDIS PHARMA A/S | $1.28B | 4.2% | 4,798,267 | new |
| AXON | AXON ENTERPRISE INC | $836.14M | 2.7% | 1,491,490 | +40% |
| FTAI | FTAI AVIATION LTD | $794.61M | 2.6% | 2,937,228 | +3% |
| AAPL | APPLE INC | $744.75M | 2.4% | 2,573,774 | -18% |
| FIX | COMFORT SYSTEMS USA INC | $704.45M | 2.3% | 355,433 | -43% |
| AVGO | BROADCOM INC | $587.98M | 1.9% | 1,556,522 | +26% |
| - | MICROSOFT CORP | $527.56M | 1.7% | 1,414,294 | -14% |
| - | HOWMET AEROSPACE INC | $516.61M | 1.7% | 1,921,476 | -16% |
| LLY | ELI LILLY & CO | $499.84M | 1.6% | 416,732 | +14% |
| SNOW | SNOWFLAKE INC | $441.94M | 1.4% | 1,736,498 | +142% |
| MKSI | MKS INC. | $413.05M | 1.3% | 928,617 | -11% |
| META | META PLATFORMS INC | $381.57M | 1.2% | 677,389 | +29% |
| - | VERTIV HOLDINGS CO | $353.02M | 1.2% | 1,054,361 | -45% |
| - | GE VERNOVA INC | $283.46M | 0.9% | 241,272 | +21% |
| - | MICRON TECHNOLOGY INC | $263.41M | 0.9% | 228,203 | +127% |
| - | VISA INC | $261.57M | 0.9% | 762,403 | +67% |
| APG | API GROUP CORP | $260.63M | 0.9% | 6,154,301 | +33% |
| TPR | TAPESTRY INC | $248.34M | 0.8% | 1,696,569 | -23% |
| RYTM | RHYTHM PHARMACEUTICALS INC | $245.22M | 0.8% | 2,208,595 | +14% |
| LTH | LIFE TIME GROUP HOLDINGS INC | $244.85M | 0.8% | 5,995,254 | +88% |
| - | TAIWAN SEMICONDUCTOR MANUFAC | $244.04M | 0.8% | 510,999 | +4% |
| GH | GUARDANT HEALTH INC | $243.72M | 0.8% | 1,624,459 | +19% |
| - | QUANTA SVCS INC | $238.69M | 0.8% | 331,489 | same |
| - | SERVICENOW INC | $235.66M | 0.8% | 2,373,711 | +70% |
| AMD | ADVANCED MICRO DEVICES | $234.15M | 0.8% | 403,081 | +7930% |
| - | PALO ALTO NETWORKS INC | $224.50M | 0.7% | 658,331 | +3% |
| - | WOODWARD INC | $224.00M | 0.7% | 526,505 | +93% |
| ANET | ARISTA NETWORKS INC | $223.75M | 0.7% | 1,317,096 | +69% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | ASCENDIS PHARMA A/S | $1.10B |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $110.22M |
| AIG | AMERICAN INTERNATIONAL GROUP | $109.77M |
| - | PALANTIR TECHNOLOGIES INC | $98.67M |
| WGS | GENEDX HOLDINGS CORP | $87.92M |
| FFIV | F5 INC | $86.38M |
| CHRW | C.H. ROBINSON WORLDWIDE INC | $71.33M |
| - | LOWES COS INC | $71.11M |
| - | MASIMO CORP | $60.69M |
| ZS | ZSCALER INC | $60.03M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.