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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
$14.73B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 18
增持 52
减持 62
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
MELI
MERCADOLIBRE INC
+$113.7M
67,677
减持
WDC
WESTERN DIGITAL CORP.
-$107.0M
611,079
-69%
减持
DRI
DARDEN RESTAURANTS INC
-$107.0M
289,838
-72%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MTN
VAIL RESORTS INC
+$105.9M
325,122
+3640%
建仓
QCOM
QUALCOMM INC
+$100.9M
782,152
建仓
—
SVB FINANCIAL GROUP
+$100.0M
154,568
建仓
AVTR
AVANTOR INC
+$84.9M
2,074,741
减持
—
ZENDESK INC
-$82.4M
1,903,372
-10%
清仓
—
LIGHTSPEED POS INC
-$77.7M
0
-100%
减持
DGX
QUEST DIAGNOSTICS INC
-$72.7M
388,397
-60%
增持
—
ASCENDIS PHARMA A/S
+$71.4M
2,111,493
+5%
减持
FMC
FMC CORP
-$70.9M
438,427
-57%
增持
ATKR
ATKORE INC
+$68.6M
1,928,268
+38%
减持
—
ICON PLC
+$66.6M
1,284,943
-2%
增持
FTNT
FORTINET INC
+$65.3M
566,040
+35%
建仓
VMC
VULCAN MATLS CO
+$58.7M
347,162
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$56.8M
589,122
减持
NKE
NIKE INC
-$56.8M
6,929
-98%
减持
—
TRANE TECHNOLOGIES PLC
-$55.7M
749,685
-25%
清仓
FOXA
FOX CORP
-$55.6M
0
-100%
增持
LPLA
LPL FINL HLDGS INC
+$51.5M
1,176,494
+19%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$50.7M
7,073
-84%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$48.7M
659,498
清仓
TSLA
TESLA INC
-$47.4M
0
-100%
增持
—
ACCELERON PHARMA INC
+$46.6M
894,898
+5%
建仓
—
IAA INC
+$45.3M
831,029
增持
—
AXALTA COATING SYS LTD
+$45.0M
2,106,739
+289%
减持
NEM
NEWMONT CORP
-$44.5M
34,064
-95%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$43.3M
232,794
-33%
增持
HAE
HAEMONETICS CORP MASS
+$42.9M
1,356,614
+71%
减持
IDXX
IDEXX LABS INC
-$42.7M
75,096
-47%
清仓
QTWO
Q2 HLDGS INC
-$42.5M
0
-100%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$42.4M
0
-100%
减持
—
ZYNGA INC
-$42.1M
10,165,657
-9%
减持
WEX
WEX INC
-$41.7M
280,272
-40%
减持
—
BLACK KNIGHT INC
-$41.6M
11,550
-98%
减持
AMZN
AMAZON COM INC
-$39.4M
135,579
-4%
清仓
AEIS
ADVANCED ENERGY INDS
-$39.2M
0
-100%
减持
—
AZEK CO INC
-$37.8M
1,080,213
-41%
建仓
RNG
RINGCENTRAL INC
+$37.6M
172,955
增持
AJG
GALLAGHER ARTHUR J & CO
+$37.2M
783,584
+38%
清仓
CAKE
CHEESECAKE FACTORY INC
-$37.1M
0
-100%
建仓
ON
ON SEMICONDUCTOR CORP
+$36.4M
795,812
增持
HUBS
HUBSPOT INC
+$36.4M
278,533
+7%
减持
GOOGL
ALPHABET INC
+$36.3M
184,585
-1%
减持
GPN
GLOBAL PMTS INC
-$35.1M
612,103
-13%
建仓
—
ANAPLAN INC
+$34.3M
562,892
增持
COP
CONOCOPHILLIPS
+$34.1M
1,269,804
+49%
减持
HXL
HEXCEL CORP NEW
-$33.9M
1,548,141
-23%
清仓
—
BERRY GLOBAL GROUP INC
-$33.1M
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$31.7M
50,470
-37%
清仓
SYNA
SYNAPTICS INC
-$31.6M
0
-100%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$31.4M
2,026,481
-2%
增持
PCTY
PAYLOCITY HLDG CORP
+$30.7M
322,942
+3%
减持
CE
CELANESE CORP DEL
-$30.1M
351,927
-36%
增持
NOW
SERVICENOW INC
+$28.7M
339,992
+2%
清仓
—
MERSANA THERAPEUTICS INC
-$28.6M
0
-100%
减持
TPR
TAPESTRY INC
-$28.3M
3,756,532
-2%
建仓
FLYW
FLYWIRE CORPORATION
+$27.8M
634,179
清仓
INSM
INSMED INC
-$27.5M
0
-100%
清仓
—
HORIZON THERAPEUTICS PUB L
-$27.4M
0
-100%
增持
IRWD
IRONWOOD PHARMACEUTICALS INC
+$26.3M
8,181,003
+31%
减持
—
MERITOR INC
-$26.0M
69,680
-94%
建仓
SMTC
SEMTECH CORP
+$25.8M
331,053
减持
AMAT
APPLIED MATLS INC
-$25.7M
615,906
-16%
增持
PSTG
PURE STORAGE INC
+$24.1M
1,719,935
+75%
减持
TWLO
TWILIO INC
-$23.4M
233,281
-6%
增持
MSFT
MICROSOFT CORP
+$23.2M
1,701,379
+1%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$23.0M
1,040,749
-30%
清仓
MSA
MSA SAFETY INC
-$22.6M
0
-100%
减持
V
VISA INC
-$22.4M
1,036,339
-4%
建仓
UNH
UNITEDHEALTH GROUP INC
+$22.3M
57,014
增持
—
BLUEPRINT MEDICINES CORP
+$21.1M
1,215,353
+3%
减持
PYPL
PAYPAL HLDGS INC
-$21.0M
601,867
-1%
增持
MS
MORGAN STANLEY
+$20.5M
1,433,446
+10%
增持
CRM
SALESFORCE COM INC
+$20.5M
756,707
+0%
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$20.3M
230,072
+34%
增持
EYE
NATIONAL VISION HLDGS INC
+$20.2M
2,964,929
+2%
增持
MKSI
MKS INSTRS INC
+$19.9M
553,972
+55%
减持
DXCM
DEXCOM INC
-$18.9M
118,654
-40%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$18.7M
605,464
-20%
增持
OPCH
OPTION CARE HEALTH INC
+$18.5M
2,167,199
+39%
减持
—
FLEETCOR TECHNOLOGIES INC
-$18.2M
191,605
-28%
减持
—
COGNYTE SOFTWARE LTD
-$18.2M
496,695
-57%
增持
BIIB
BIOGEN INC
+$17.6M
296,922
+55%
清仓
ENPH
ENPHASE ENERGY INC
-$17.3M
0
-100%
增持
INVA
INNOVIVA INC
+$17.3M
3,496,845
+14%
增持
TRU
TRANSUNION
+$16.9M
1,186,515
+12%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$16.9M
1,249
-98%
减持
FIS
FIDELITY NATL INFORMATION SV
-$16.7M
745,736
-2%
增持
DOO
BRP INC
+$16.3M
966,877
+3%
增持
FCX
FREEPORT-MCMORAN INC
+$16.2M
2,130,621
+49%
减持
AME
AMETEK INC
-$15.9M
1,292,719
-2%
减持
PANW
PALO ALTO NETWORKS INC
+$15.6M
201,365
-8%
增持
SAIA
SAIA INC
+$15.4M
436,138
+3%
减持
COST
COSTCO WHSL CORP NEW
+$15.1M
315,790
-1%
减持
TDG
TRANSDIGM GROUP INC
-$15.0M
348,755
-3%
减持
ROST
ROSS STORES INC
-$15.0M
577,698
-8%
增持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$14.5M
1,737,125
+3%
减持
NICE
NICE LTD
+$14.1M
475,333
-3%
减持
MU
MICRON TECHNOLOGY INC
-$14.0M
820,053
-4%
减持
AAPL
APPLE INC
+$14.0M
4,699,480
-1%
建仓
SICP
SILVERGATE CAP CORP
+$14.0M
120,795
增持
—
TOPBUILD CORP
+$12.9M
444,639
+13%
减持
META
FACEBOOK INC
-$12.7M
965,347
-1%
减持
RVLV
REVOLVE GROUP INC
-$12.5M
467,781
-22%
增持
—
OAK STR HEALTH INC
-$12.3M
2,049,183
+21%
建仓
—
ENCORE WIRE CORP
+$11.7M
123,392
增持
ROKU
ROKU INC
-$11.7M
208,394
+24%
增持
CHDN
CHURCHILL DOWNS INC
+$10.5M
212,530
+4%
增持
—
SMARTSHEET INC
+$10.4M
555,906
+45%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$10.4M
294,358
-7%
增持
—
MISTER CAR WASH INC
+$10.1M
1,103,749
+137%
减持
IEX
IDEX CORP
-$10.1M
518,927
-3%
增持
—
PDC ENERGY INC
+$9.7M
791,747
+30%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$9.5M
723,178
+18%
增持
TKR
TIMKEN CO
-$9.4M
728,848
+3%
增持
—
PS BUSINESS PKS INC CALIF
+$9.1M
262,662
+21%
减持
FATE
FATE THERAPEUTICS INC
-$8.9M
291,101
-3%
增持
—
TURNING POINT THERAPEUTICS I
-$8.6M
936,491
+3%
清仓
CAT
CATERPILLAR INC
-$8.5M
0
-100%
增持
WMS
ADVANCED DRAIN SYS INC DEL
-$8.3M
1,476,375
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$8.2M
2,002,229
+9%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$8.2M
830,059
-10%
建仓
JNJ
JOHNSON & JOHNSON
+$8.2M
50,476
减持
DVN
DEVON ENERGY CORP NEW
+$8.1M
2,458,154
-9%
增持
TGTX
TG THERAPEUTICS INC
-$8.1M
1,666,699
+2%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$7.9M
1,067,198
+5%
减持
DEI
DOUGLAS EMMETT INC
-$7.9M
2,913,245
-2%
减持
TGT
TARGET CORP
-$7.4M
429,362
-2%
清仓
CC
CHEMOURS CO
-$7.4M
0
-100%
减持
ALGN
ALIGN TECHNOLOGY INC
-$7.2M
100,387
-17%
增持
AAT
AMERICAN ASSETS TR INC
+$7.2M
1,044,255
+22%
减持
NTNX
NUTANIX INC
-$7.1M
1,718,666
-9%
增持
MGM
MGM RESORTS INTERNATIONAL
+$7.1M
3,172,660
+4%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$6.9M
474,225
-22%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$6.7M
218,923
-9%
减持
—
JUNIPER NETWORKS INC
-$6.7M
1,798,858
-12%
增持
—
AMEDISYS INC
-$6.6M
225,617
+37%
减持
TMUS
T-MOBILE US INC
-$6.6M
384,302
-0%
增持
LITE
LUMENTUM HLDGS INC
+$6.5M
1,068,930
+6%
清仓
HUN
HUNTSMAN CORP
-$6.5M
0
-100%
建仓
WMT
WALMART INC
+$6.4M
45,950
增持
UNP
UNION PAC CORP
-$6.3M
737,958
+7%
清仓
BHP
BHP GROUP LTD
-$6.3M
0
-100%
减持
EXPE
EXPEDIA GROUP INC
-$6.2M
265,114
-13%
增持
NVAX
NOVAVAX INC
+$6.2M
238,400
+17%
增持
—
AVALARA INC
+$6.0M
357,832
+2%
减持
WDAY
WORKDAY INC
+$6.0M
633,738
-1%
减持
WSM
WILLIAMS SONOMA INC
+$5.7M
348,366
-1%
