EdgeMarket › What Westfield Capital Management Co Lp reported owning
What Westfield Capital Management Co Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
23.8BPositions
250Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 1.1B | 4.6% | 6.3M | 214.72 | +22.4% |
| ASND Ascendis Pharma A/S | 1.1B | 4.6% | 4.8M | 253.29 | +31.4% |
| FIX COMFORT SYSTEMS USA INC | 856.2M | 3.6% | 620.9K | 1,655.61 | +143.1% |
| AAPL Apple Inc. | 795.2M | 3.3% | 3.1M | 309.35 | +36.9% |
| FTAI FTAI Aviation Ltd. | 697.8M | 2.9% | 2.8M | 209.70 | +49.4% |
| MSFT MICROSOFT CORP | 610.6M | 2.6% | 1.6M | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 582.8M | 2.4% | 2.0M | 344.82 | +73.0% |
| HWM Howmet Aerospace Inc. | 527.7M | 2.2% | 2.3M | 271.68 | +58.0% |
| VRT Vertiv Holdings Co | 481.5M | 2.0% | 1.9M | 261.95 | +105.4% |
| AMZN AMAZON COM INC | 474.8M | 2.0% | 2.3M | 258.63 | +15.6% |
| AXON AXON ENTERPRISE, INC. | 451.9M | 1.9% | 1.1M | 627.75 | -17.5% |
| AVGO Broadcom Inc. | 382.8M | 1.6% | 1.2M | 368.45 | +26.5% |
| LLY ELI LILLY & Co | 335.3M | 1.4% | 364.6K | 1,255.40 | +78.0% |
| TPR TAPESTRY, INC. | 310.3M | 1.3% | 2.2M | 130.17 | +31.7% |
| META Meta Platforms, Inc. | 301.4M | 1.3% | 526.8K | 549.90 | -26.5% |
| LPLA LPL Financial Holdings Inc. | 265.2M | 1.1% | 881.5K | 361.35 | +1.7% |
| MKSI MKS INC | 240.6M | 1.0% | 1.0M | 279.11 | +180.9% |
| INSM INSMED Inc | 240.1M | 1.0% | 1.5M | 125.77 | -2.8% |
| PCVX Vaxcyte, Inc. | 211.9M | 0.9% | 3.6M | 62.62 | +100.3% |
| RKLB Rocket Lab Corp | 203.7M | 0.9% | 3.2M | 72.57 | +78.3% |
| NFLX NETFLIX INC | 189.4M | 0.8% | 2.0M | 79.59 | -34.4% |
| APG APi Group Corp | 187.8M | 0.8% | 4.6M | 41.16 | +16.2% |
| PWR QUANTA SERVICES, INC. | 182.2M | 0.8% | 331.8K | 639.34 | +70.1% |
| GEV GE Vernova Inc. | 174.0M | 0.7% | 199.3K | 956.85 | +58.3% |
| ARES Ares Management Corp | 171.6M | 0.7% | 1.6M | 141.25 | -21.1% |
| RYTM RHYTHM PHARMACEUTICALS, INC. | 167.8M | 0.7% | 1.9M | 110.00 | +11.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 166.8M | 0.7% | 493.5K | 418.95 | +83.3% |
| MRVL Marvell Technology, Inc. | 165.7M | 0.7% | 1.7M | 237.04 | +232.8% |
| BE Bloom Energy Corp | 161.4M | 0.7% | 1.2M | 201.45 | +352.6% |
| IOT Samsara Inc. | 160.8M | 0.7% | 5.1M | 39.94 | +21.0% |
| AME AMETEK INC/ | 159.9M | 0.7% | 745.8K | 239.55 | +30.7% |
| PR Permian Resources Corp | 159.5M | 0.7% | 7.5M | 23.75 | +78.4% |
| DT Dynatrace, Inc. | 155.7M | 0.7% | 4.2M | 49.30 | +1.3% |
| RVMD Revolution Medicines, Inc. | 151.4M | 0.6% | 1.6M | 209.46 | +479.3% |
| NTRA Natera, Inc. | 150.9M | 0.6% | 754.7K | 332.03 | +106.7% |
| FN Fabrinet | 148.6M | 0.6% | 284.9K | 436.67 | +55.8% |
| ABVX Abivax S.A. | 147.3M | 0.6% | 1.3M | 114.95 | +59.9% |
| NOW ServiceNow, Inc. | 145.8M | 0.6% | 1.4M | 128.48 | -27.8% |
| FTI TechnipFMC plc | 140.6M | 0.6% | 2.0M | 77.45 | +122.8% |
| RCL ROYAL CARIBBEAN CRUISES LTD | 139.2M | 0.6% | 505.8K | 292.00 | -11.3% |
| HLT Hilton Worldwide Holdings Inc. | 139.1M | 0.6% | 457.4K | 326.63 | +21.0% |
| V VISA INC. | 138.0M | 0.6% | 456.5K | 371.04 | +7.9% |
| COR Cencora, Inc. | 137.3M | 0.6% | 436.9K | 318.04 | +4.7% |
| ITT ITT INC. | 134.0M | 0.6% | 703.3K | 208.10 | +25.6% |
| CELH Celsius Holdings, Inc. | 133.7M | 0.6% | 3.8M | 33.36 | -46.2% |
| NXT Nextpower Inc. | 133.5M | 0.6% | 1.1M | 86.18 | +30.3% |
| LNG Cheniere Energy, Inc. | 130.3M | 0.5% | 459.0K | 277.51 | +17.6% |
| AS Amer Sports, Inc. | 129.6M | 0.5% | 3.9M | 32.63 | -12.2% |
| RRX REGAL REXNORD CORP | 127.7M | 0.5% | 681.7K | 166.15 | +14.7% |
| MSCI MSCI Inc. | 126.0M | 0.5% | 233.8K | 563.49 | -1.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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