Westfield Capital Management Co LP 13F Holdings · Q2 2026
Westfield Capital Management Co LP reported 278 securities worth $30.61B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (5.28%), GOOGL (4.38%), ASND (4.18%). Among its top 25 positions this quarter: 1 new, 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.62B | 5.28% | 8.1M | Added |
| 2 | GOOGL | ALPHABET INC | $1.34B | 4.38% | 3.7M | Added |
| 3 | ASND | ASCENDIS PHARMA A/S | $1.28B | 4.18% | 4.8M | New |
| 4 | AXON | AXON ENTERPRISE INC | $836.1M | 2.73% | 1.5M | Added |
| 5 | FTAI | FTAI AVIATION LTD | $794.6M | 2.60% | 2.9M | Added |
| 6 | AAPL | APPLE INC | $744.7M | 2.43% | 2.6M | Trimmed |
| 7 | FIX | COMFORT SYS USA INC | $704.5M | 2.30% | 355,433 | Trimmed |
| 8 | AVGO | BROADCOM INC | $588.0M | 1.92% | 1.6M | Added |
| 9 | MSFT | MICROSOFT CORP | $527.6M | 1.72% | 1.4M | Trimmed |
| 10 | HWM | HOWMET AEROSPACE INC | $516.6M | 1.69% | 1.9M | Trimmed |
| 11 | LLY | ELI LILLY & CO | $499.8M | 1.63% | 416,732 | Added |
| 12 | SNOW | SNOWFLAKE INC | $441.9M | 1.44% | 1.7M | Added |
| 13 | MKSI | MKS INC. | $413.0M | 1.35% | 928,617 | Trimmed |
| 14 | META | META PLATFORMS INC | $381.6M | 1.25% | 677,389 | Added |
| 15 | VRT | VERTIV HOLDINGS CO | $353.0M | 1.15% | 1.1M | Trimmed |
| 16 | GEV | GE VERNOVA INC | $283.5M | 0.93% | 241,272 | Added |
| 17 | MU | MICRON TECHNOLOGY INC | $263.4M | 0.86% | 228,203 | Added |
| 18 | APG | API GROUP CORP | $260.6M | 0.85% | 6.2M | Added |
| 19 | V | VISA INC | $261.6M | 0.85% | 762,403 | Added |
| 20 | TPR | TAPESTRY INC | $248.3M | 0.81% | 1.7M | Trimmed |
| 21 | GH | GUARDANT HEALTH INC | $243.7M | 0.80% | 1.6M | Added |
| 22 | LTH | LIFE TIME GROUP HOLDINGS INC | $244.8M | 0.80% | 6.0M | Added |
| 23 | RYTM | RHYTHM PHARMACEUTICALS INC | $245.2M | 0.80% | 2.2M | Added |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $244.0M | 0.80% | 510,999 | Added |
| 25 | PWR | QUANTA SVCS INC | $238.7M | 0.78% | 331,489 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR