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WESTFIELD CAPITAL MANAGEMENT CO LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WESTFIELD CAPITAL MANAGEMENT CO LP

报告期 2026-03-31 · CIK 0001177719

持仓数

250

前50大市值合计

$14.73B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$1.10B

6,317,039

7.5%

— ASCENDIS PHARMA A/S

SPONSORED ADR

$1.10B

4,813,440

7.5%

FIX COMFORT SYS USA INC

COM

$856.2M

620,915

5.8%

AAPL APPLE INC

COM

$795.2M

3,133,113

5.4%

— FTAI AVIATION LTD

SHS

$697.8M

2,848,227

4.7%

MSFT MICROSOFT CORP

COM

$610.6M

1,649,513

4.1%

GOOGL ALPHABET INC

CAP STK CL A

$582.8M

2,026,744

4.0%

HWM HOWMET AEROSPACE INC

COM

$527.7M

2,289,697

3.6%

VRT VERTIV HOLDINGS CO

COM CL A

$481.5M

1,921,696

3.3%

AMZN AMAZON COM INC

COM

$474.8M

2,279,654

3.2%

AXON AXON ENTERPRISE INC

COM

$451.9M

1,064,134

3.1%

AVGO BROADCOM INC

COM

$382.8M

1,236,925

2.6%

LLY ELI LILLY & CO

COM

$335.3M

364,579

2.3%

TPR TAPESTRY INC

COM

$310.3M

2,198,862

2.1%

META META PLATFORMS INC

CL A

$301.4M

526,822

2.0%

LPLA LPL FINL HLDGS INC

COM

$265.2M

881,506

1.8%

MKSI MKS INC.

COM

$240.6M

1,046,763

1.6%

INSM INSMED INC

COM PAR $.01

$240.1M

1,468,459

1.6%

PCVX VAXCYTE INC

COM

$211.9M

3,646,138

1.4%

RKLB ROCKET LAB CORP

COM

$203.7M

3,172,611

1.4%

NFLX NETFLIX INC.

COM

$189.4M

1,969,994

1.3%

APG API GROUP CORP

COM STK

$187.8M

4,634,929

1.3%

PWR QUANTA SVCS INC

COM

$182.2M

331,816

1.2%

GEV GE VERNOVA INC

COM

$174.0M

199,306

1.2%

ARES ARES MANAGEMENT CORPORATION

CL A COM STK

$171.6M

1,572,787

1.2%

RYTM RHYTHM PHARMACEUTICALS INC

COM

$167.8M

1,929,123

1.1%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$166.8M

493,504

1.1%

MRVL MARVELL TECHNOLOGY INC

COM

$165.7M

1,673,381

1.1%

BE BLOOM ENERGY CORP

COM CL A

$161.4M

1,191,572

1.1%

IOT SAMSARA INC

COM CL A

$160.8M

5,072,821

1.1%

AME AMETEK INC

COM

$159.9M

745,832

1.1%

PR PERMIAN RESOURCES CORP

CLASS A COM

$159.5M

7,481,457

1.1%

DT DYNATRACE INC

COM NEW

$155.7M

4,209,594

1.1%

RVMD REVOLUTION MEDICINES INC

COM

$151.4M

1,556,578

1.0%

NTRA NATERA INC

COM

$150.9M

754,729

1.0%

— FABRINET

SHS

$148.6M

284,874

1.0%

ABVX ABIVAX SA

SPONSORED ADS

$147.3M

1,322,938

1.0%

NOW SERVICENOW INC

COM

$145.8M

1,394,187

1.0%

— TECHNIPFMC PLC

COM

$140.6M

2,033,755

1.0%

— ROYAL CARIBBEAN GROUP

COM

$139.2M

505,765

0.9%

HLT HILTON WORLDWIDE HLDGS INC

COM

$139.1M

457,425

0.9%

V VISA INC

COM CL A

$138.0M

456,548

0.9%

COR CENCORA INC

COM

$137.3M

436,909

0.9%

ITT ITT INC

COM

$134.0M

703,309

0.9%

CELH CELSIUS HLDGS INC

COM NEW

$133.7M

3,768,911

0.9%

NXT NEXTPOWER INC

CLASS A COM

$133.5M

1,107,346

0.9%

LNG CHENIERE ENERGY INC

COM NEW

$130.3M

459,044

0.9%

— AMER SPORTS INC

COM SHS

$129.6M

3,937,521

0.9%

RRX REGAL REXNORD CORPORATION

COM

$127.7M

681,717

0.9%

MSCI MSCI INC

COM

$126.0M

233,764

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

NVDA7.5%ASCENDIS PHARMA A/S7.5%FIX5.8%AAPL5.4%FTAI AVIATION LTD4.7%MSFT4.1%