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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 18
增持 69
减持 46
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
TREX
TREX CO INC
-$143.2M
35,446
-97%
减持
—
TRANE TECHNOLOGIES PLC
-$138.5M
37,333
-95%
减持
META
META PLATFORMS INC
-$124.4M
867,145
-8%
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。
减持
AMZN
AMAZON COM INC
-$121.5M
104,009
-25%
清仓
TGT
TARGET CORP
-$117.6M
0
-100%
增持
HD
HOME DEPOT INC
+$113.4M
455,918
+721%
增持
NKE
NIKE INC
+$95.1M
715,652
+10228%
增持
DXCM
DEXCOM INC
+$89.3M
405,821
+84%
清仓
—
SVB FINANCIAL GROUP
-$88.9M
0
-100%
增持
MDB
MONGODB INC
+$85.3M
276,882
+290%
减持
MSFT
MICROSOFT CORP
-$84.4M
1,457,807
-8%
清仓
—
SEAGEN INC
-$77.3M
0
-100%
减持
HUM
HUMANA INC
-$70.6M
204,417
-41%
减持
MS
MORGAN STANLEY
-$69.1M
758,843
-45%
清仓
—
XILINX INC
-$68.7M
0
-100%
增持
—
ICON PLC
-$67.2M
1,321,231
+5%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$66.6M
561,133
+373%
减持
—
ZYNGA INC
-$63.7M
1,682,995
-86%
增持
CIEN
CIENA CORP
+$59.8M
998,865
+10459%
清仓
WSM
WILLIAMS SONOMA INC
-$58.9M
0
-100%
增持
BIO
BIO RAD LABS INC
-$58.1M
341,832
+3%
减持
MTN
VAIL RESORTS INC
-$58.0M
197,366
-41%
建仓
ZS
ZSCALER INC
+$57.9M
240,025
减持
AAPL
APPLE INC
-$54.3M
3,934,402
-6%
清仓
TWLO
TWILIO INC
-$54.2M
0
-100%
建仓
FRCB
FIRST REP BK SAN FRANCISCO C
+$53.8M
331,842
减持
INTU
INTUIT
-$53.5M
140,175
-25%
增持
—
ATLASSIAN CORP PLC
+$50.7M
175,401
+7769%
减持
—
TOPBUILD CORP
-$49.9M
350,443
-15%
建仓
INSP
INSPIRE MED SYS INC
+$49.5M
193,026
减持
CRM
SALESFORCE COM INC
-$48.8M
634,753
-12%
增持
TSLA
TESLA INC
+$46.9M
129,090
+48%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$46.9M
452,877
-78%
建仓
NHI
NATIONAL HEALTH INVS INC
+$46.8M
793,087
减持
—
ASCENDIS PHARMA A/S
-$46.0M
2,635,027
-0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$45.8M
418,479
增持
V
VISA INC
+$45.1M
1,061,192
+21%
建仓
TENB
TENABLE HLDGS INC
+$44.1M
762,942
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$43.1M
1,523,643
+104%
清仓
—
MIRATI THERAPEUTICS INC
-$43.0M
0
-100%
增持
—
BLUEPRINT MEDICINES CORP
-$42.7M
1,173,421
+7%
减持
AJG
GALLAGHER ARTHUR J & CO
-$42.0M
601,288
-31%
减持
—
AXALTA COATING SYS LTD
-$41.7M
935,377
-52%
增持
—
ZENDESK INC
+$39.7M
1,773,829
+7%
清仓
LYFT
LYFT INC
-$38.2M
0
-100%
增持
NICE
NICE LTD
-$37.6M
465,953
+1%
清仓
—
IAA INC
-$37.2M
0
-100%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$37.1M
0
-100%
清仓
ROST
ROSS STORES INC
-$36.5M
0
-100%
增持
LSPD
LIGHTSPEED COMMERCE INC
+$36.3M
2,181,135
+192%
减持
GOOGL
ALPHABET INC
-$35.4M
178,300
-3%
减持
MGM
MGM RESORTS INTERNATIONAL
-$35.0M
3,388,938
-14%
增持
HUBS
HUBSPOT INC
-$34.3M
282,831
+11%
减持
LITE
LUMENTUM HLDGS INC
-$34.0M
732,382
-27%
减持
NOW
SERVICENOW INC
-$34.0M
317,723
-2%
减持
PCRX
PACIRA BIOSCIENCES INC
-$33.9M
418,502
-62%
增持
SAIA
SAIA INC
-$33.6M
370,722
+1%
减持
HAE
HAEMONETICS CORP MASS
-$33.4M
552,311
-57%
建仓
SYNA
SYNAPTICS INC
+$33.2M
166,253
增持
ETSY
ETSY INC
+$32.9M
405,381
+407%
减持
—
JUNIPER NETWORKS INC
-$30.2M
350,210
-71%
减持
EYE
NATIONAL VISION HLDGS INC
-$30.0M
2,350,519
-15%
清仓
PRI
PRIMERICA INC
-$30.0M
0
-100%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$29.9M
827,740
+25%
减持
AMAT
APPLIED MATLS INC
-$29.3M
802,864
-7%
增持
—
AVALARA INC
+$28.5M
1,195,989
+71%
增持
TDG
TRANSDIGM GROUP INC
+$28.5M
397,054
+10%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$27.7M
165,952
-30%
增持
IDXX
IDEXX LABS INC
+$27.6M
205,342
+60%
建仓
RGEN
REPLIGEN CORP
+$27.3M
145,369
减持
ATKR
ATKORE INC
-$26.9M
1,698,736
-3%
清仓
CTAS
CINTAS CORP
-$26.5M
0
-100%
减持
WDAY
WORKDAY INC
-$26.3M
606,375
-3%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$26.1M
260,090
+17%
增持
WCC
WESCO INTL INC
+$26.0M
686,780
+43%
增持
—
ENCORE WIRE CORP
+$25.8M
1,057,332
+60%
增持
FIVE
FIVE BELOW INC
-$25.1M
542,801
+1%
增持
LULU
LULULEMON ATHLETICA INC
+$24.5M
154,655
+89%
建仓
VYX
NCR CORP NEW
+$24.0M
598,377
增持
—
BROOKFIELD ASSET MGMT INC
+$23.8M
1,643,108
+44%
增持
—
SPLUNK INC
+$23.6M
478,470
+17%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$23.6M
3,185
-90%
建仓
EWBC
EAST WEST BANCORP INC
+$23.6M
298,024
减持
PSTG
PURE STORAGE INC
-$23.3M
879,880
-47%
减持
CPRT
COPART INC
-$22.6M
590,885
-7%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
-$22.5M
1,070,399
+8%
建仓
RPAY
REPAY HLDGS CORP
+$22.1M
1,497,741
建仓
SPHR
MADISON SQUARE GRDN ENTERTNM
+$21.7M
260,675
增持
WMS
ADVANCED DRAIN SYS INC DEL
-$21.7M
1,274,366
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$20.9M
208,325
+7%
减持
ITT
ITT INC
-$20.6M
623,462
-6%
建仓
SITM
SITIME CORP
+$20.6M
83,206
建仓
GTLS
CHART INDS INC
+$20.3M
118,342
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$20.3M
659,117
-24%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$20.1M
280,512
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$20.1M
368,187
-39%
增持
QCOM
QUALCOMM INC
-$20.0M
812,794
+3%
增持
ESS
ESSEX PPTY TR INC
+$19.4M
249,150
+32%
减持
DOO
BRP INC
-$19.3M
880,561
-15%
增持
FATE
FATE THERAPEUTICS INC
+$19.2M
1,220,321
+154%
增持
—
HORIZON THERAPEUTICS PUB L
+$19.0M
909,829
+28%
增持
—
COOPER COS INC
+$18.8M
182,349
+33%
增持
EXPE
EXPEDIA GROUP INC
+$18.8M
333,743
+30%
清仓
FIVN
FIVE9 INC
-$18.7M
0
-100%
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$17.6M
0
-100%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$16.5M
812,404
-13%
增持
FANG
DIAMONDBACK ENERGY INC
+$15.2M
479,178
+2%
清仓
NVTA
INVITAE CORP
-$14.8M
0
-100%
增持
AVTR
AVANTOR INC
-$14.6M
3,042,836
+9%
增持
FOUR
SHIFT4 PMTS INC
+$14.5M
630,619
+49%
增持
ENPH
ENPHASE ENERGY INC
+$14.3M
140,549
+82%
减持
COST
COSTCO WHSL CORP NEW
-$13.9M
206,006
-12%
减持
LPLA
LPL FINL HLDGS INC
-$13.5M
863,640
-19%
增持
IEX
IDEX CORP
-$13.3M
526,620
+9%
增持
SPGI
S&P GLOBAL INC
+$13.2M
215,400
+35%
增持
NTAP
NETAPP INC
+$12.8M
798,561
+37%
建仓
SNOW
SNOWFLAKE INC
+$12.4M
54,164
增持
IRWD
IRONWOOD PHARMACEUTICALS INC
+$12.4M
8,534,416
+5%
增持
—
TURNING POINT THERAPEUTICS I
-$12.3M
758,356
+11%
建仓
EPAM
EPAM SYS INC
+$12.3M
41,383
减持
FFIV
F5 INC
-$12.2M
248,994
-5%
增持
IRT
INDEPENDENCE RLTY TR INC
+$12.1M
1,794,546
+31%
增持
BILL
BILL COM HLDGS INC
+$11.7M
157,596
+64%
增持
NVDA
NVIDIA CORPORATION
-$11.6M
557,782
+0%
增持
PEGA
PEGASYSTEMS INC
-$11.4M
402,385
+3%
减持
—
PDC ENERGY INC
+$10.6M
656,157
-14%
增持
WCN
WASTE CONNECTIONS INC
+$10.5M
407,925
+20%
建仓
GH
GUARDANT HEALTH INC
+$10.3M
155,342
增持
MSCI
MSCI INC
-$10.2M
133,824
+6%
减持
UNP
UNION PAC CORP
+$10.1M
582,210
-2%
减持
BWIN
BRP GROUP INC
-$10.0M
994,644
-2%
增持
TRU
TRANSUNION
+$9.9M
1,476,682
+23%
减持
ITW
ILLINOIS TOOL WKS INC
-$9.8M
16,782
-69%
增持
GPN
GLOBAL PMTS INC
+$9.8M
1,069,368
+6%
增持
AME
AMETEK INC
-$9.8M
1,291,008
+4%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$9.7M
2,193,725
+8%
增持
ULTA
ULTA BEAUTY INC
+$9.7M
214,974
+17%
增持
MKSI
MKS INSTRS INC
-$9.6M
576,643
+5%
增持
VMC
VULCAN MATLS CO
-$9.3M
417,051
+1%
增持
MXL
MAXLINEAR INC
+$9.2M
722,882
+65%
减持
WING
WINGSTOP INC
-$9.2M
163,277
-1%
清仓
DDD
3-D SYS CORP DEL
-$9.1M
0
-100%
增持
PODD
INSULET CORP
+$9.0M
347,573
+11%
增持
RVLV
REVOLVE GROUP INC
+$8.9M
632,008
+41%
增持
TPR
TAPESTRY INC
+$8.6M
4,227,847
+16%
增持
TNDM
TANDEM DIABETES CARE INC
-$8.5M
344,043
+7%
增持
FCX
FREEPORT-MCMORAN INC
+$8.3M
178,640
+1098%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$8.2M
554,491
-21%
增持
AZTA
AZENTA INC
+$7.9M
409,930
+62%
增持
IOT
SAMSARA INC
+$7.7M
1,758,326
+141%
