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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 18
增持 63
减持 48
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
LLY
LILLY ELI & CO
+$116.7M
361,740
+51577%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$100.8M
67,108
清仓
FIS
FIDELITY NATL INFORMATION SV
-$81.5M
0
-100%
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。
清仓
—
HORIZON THERAPEUTICS PUB L
-$79.3M
0
-100%
减持
TRU
TRANSUNION
-$77.5M
750,943
-51%
减持
—
ZENDESK INC
-$73.2M
9,375
-99%
增持
GOOGL
ALPHABET INC
-$68.3M
3,206,687
+1763%
清仓
ULTA
ULTA BEAUTY INC
-$67.0M
0
-100%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$65.8M
594,816
清仓
—
AVALARA INC
-$62.5M
0
-100%
增持
TGT
TARGET CORP
+$59.2M
438,606
+950%
建仓
—
CERIDIAN HCM HLDG INC
+$58.5M
1,047,624
建仓
CAKE
CHEESECAKE FACTORY INC
+$56.0M
1,911,869
清仓
DEI
DOUGLAS EMMETT INC
-$55.4M
0
-100%
增持
LULU
LULULEMON ATHLETICA INC
+$54.7M
377,171
+103%
增持
PYPL
PAYPAL HLDGS INC
+$50.8M
627,980
+1238%
增持
PGR
PROGRESSIVE CORP
+$49.6M
757,867
+129%
减持
META
META PLATFORMS INC
-$49.1M
483,149
-32%
增持
CSGP
COSTAR GROUP INC
+$47.6M
748,123
+904%
增持
SUI
SUN CMNTYS INC
+$47.3M
394,583
+924%
减持
WMS
ADVANCED DRAIN SYS INC DEL
+$47.0M
1,421,443
-1%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$43.0M
869,568
建仓
CFR
CULLEN FROST BANKERS INC
+$43.0M
324,847
建仓
OKTA
OKTA INC
+$41.5M
728,953
增持
—
ASCENDIS PHARMA A/S
+$41.4M
2,910,724
+4%
增持
—
ICON PLC
-$40.6M
1,400,192
+2%
减持
—
SPLUNK INC
-$39.4M
36,746
-92%
建仓
VC
VISTEON CORP
+$37.7M
355,523
减持
MSFT
MICROSOFT CORP
-$37.0M
1,388,583
-1%
建仓
MTCH
MATCH GROUP INC NEW
+$36.8M
770,787
建仓
—
GENPACT LIMITED
+$36.6M
835,534
增持
AVTR
AVANTOR INC
-$36.3M
3,987,072
+8%
减持
QCOM
QUALCOMM INC
-$35.5M
397,857
-37%
清仓
ENPH
ENPHASE ENERGY INC
-$34.8M
0
-100%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$34.7M
764,171
-18%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$34.6M
0
-100%
减持
ATKR
ATKORE INC
-$33.5M
1,186,093
-22%
建仓
FCN
FTI CONSULTING INC
+$32.9M
198,781
减持
NVDA
NVIDIA CORPORATION
-$32.9M
555,661
-16%
建仓
—
APTIV PLC
+$31.5M
403,002
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$31.1M
0
-100%
建仓
WING
WINGSTOP INC
+$30.8M
245,371
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$30.6M
593,893
清仓
ON
ON SEMICONDUCTOR CORP
-$30.6M
0
-100%
增持
NOW
SERVICENOW INC
-$30.2M
311,166
+0%
清仓
SMTC
SEMTECH CORP
-$28.3M
0
-100%
增持
ZS
ZSCALER INC
+$27.9M
391,345
+37%
增持
BIO
BIO RAD LABS INC
-$27.7M
361,115
+0%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$26.4M
257,831
-61%
增持
LNTH
LANTHEUS HLDGS INC
+$26.2M
1,254,734
+34%
增持
—
ATLASSIAN CORP PLC
+$25.5M
392,902
+29%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$23.6M
116,125
-69%
清仓
RVLV
REVOLVE GROUP INC
-$23.1M
0
-100%
清仓
EXPE
EXPEDIA GROUP INC
-$23.0M
0
-100%
减持
V
VISA INC
-$22.0M
1,033,900
-1%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$22.0M
2,719,108
+1%
清仓
—
GLOBANT S A
-$21.6M
0
-100%
建仓
PRI
PRIMERICA INC
+$21.3M
172,877
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$21.3M
1,645,285
+70%
减持
AAPL
APPLE INC
-$21.3M
3,477,760
-5%
增持
OVV
OVINTIV INC
+$20.7M
1,246,783
+50%
增持
—
CATALENT INC
-$20.3M
888,732
+13%
减持
NKE
NIKE INC
-$20.3M
520,787
-16%
增持
TSLA
TESLA INC
+$20.2M
493,426
+200%
减持
RPAY
REPAY HLDGS CORP
-$19.2M
42,870
-97%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$19.0M
2,065,817
+2%
减持
TDG
TRANSDIGM GROUP INC
-$18.3M
379,608
-6%
清仓
SITM
SITIME CORP
-$18.1M
0
-100%
清仓
VYX
NCR CORP NEW
-$17.2M
0
-100%
减持
IRWD
IRONWOOD PHARMACEUTICALS INC
-$17.0M
932,769
-60%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$17.0M
419,949
-16%
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$17.0M
328,310
减持
—
BLUEPRINT MEDICINES CORP
-$17.0M
803,643
-42%
减持
AZTA
AZENTA INC
-$16.6M
365,124
-18%
减持
GPN
GLOBAL PMTS INC
-$16.1M
798,581
-14%
减持
WCC
WESCO INTL INC
+$14.9M
1,264,173
-0%
增持
—
SMARTSHEET INC
+$14.8M
1,317,645
+36%
增持
RRR
RED ROCK RESORTS INC
+$14.8M
1,578,876
+34%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$14.6M
721,595
+11%
增持
ETSY
ETSY INC
+$14.2M
506,964
+2%
增持
EYE
NATIONAL VISION HLDGS INC
+$13.9M
2,691,463
+0%
减持
FATE
FATE THERAPEUTICS INC
-$13.3M
1,391,217
-22%
增持
MXL
MAXLINEAR INC
+$13.2M
1,766,201
+35%
减持
CRM
SALESFORCE INC
-$13.2M
568,231
-1%
减持
SPGI
S&P GLOBAL INC
-$13.1M
128,053
-17%
清仓
—
SMART GLOBAL HLDGS INC
-$13.0M
0
-100%
清仓
IUSG
ISHARES TR
-$12.9M
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$12.6M
1,932,694
+3%
增持
DXCM
DEXCOM INC
+$12.6M
1,895,579
+1%
增持
IEX
IDEX CORP
+$11.9M
589,309
+1%
减持
FIVE
FIVE BELOW INC
-$11.5M
448,838
-31%
清仓
IWF
ISHARES TR
-$11.4M
0
-100%
增持
DECK
DECKERS OUTDOOR CORP
+$10.8M
178,522
+1%
增持
SAIA
SAIA INC
+$10.8M
559,708
+10%
增持
CE
CELANESE CORP DEL
-$10.8M
421,415
+2%
减持
UNP
UNION PAC CORP
-$10.2M
460,191
-2%
减持
HUBS
HUBSPOT INC
-$10.1M
317,342
-0%
减持
AMZN
AMAZON COM INC
+$10.0M
1,984,605
-2%
减持
AMAT
APPLIED MATLS INC
-$9.9M
734,421
-5%
增持
FTNT
FORTINET INC
-$9.8M
3,690,518
+9%
增持
TDY
TELEDYNE TECHNOLOGIES INC
-$9.7M
290,820
+1%
增持
MSCI
MSCI INC
+$9.5M
166,708
+13%
减持
FOUR
SHIFT4 PMTS INC
+$9.2M
830,243
-1%
增持
PACK
RANPAK HOLDINGS CORP
-$9.2M
2,615,232
+1%
增持
COP
CONOCOPHILLIPS
+$9.1M
696,101
+1%
增持
MKSI
MKS INSTRS INC
-$9.1M
768,447
+9%
建仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$9.0M
469,774
减持
PCTY
PAYLOCITY HLDG CORP
+$8.9M
287,614
-17%
减持
SPHR
MADISON SQUARE GRDN ENTERTNM
-$8.8M
140,630
-51%
清仓
JNJ
JOHNSON & JOHNSON
-$8.6M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.5M
195,980
-1%
增持
VMC
VULCAN MATLS CO
+$8.4M
499,431
+1%
建仓
IIPR
INNOVATIVE INDL PPTYS INC
+$8.3M
94,182
增持
GH
GUARDANT HEALTH INC
+$8.3M
581,589
+2%
增持
—
COOPER COS INC
-$8.3M
183,979
+1%
减持
AVNT
AVIENT CORPORATION
-$8.2M
794,067
-1%
增持
FMC
FMC CORP
+$8.0M
465,704
+21%
增持
—
ALKERMES PLC
+$7.9M
2,246,654
+59%
增持
TW
TRADEWEB MKTS INC
-$7.8M
720,651
+2%
增持
NOG
NORTHERN OIL AND GAS INC MN
+$7.8M
966,822
+30%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$7.6M
535,817
+16%
增持
IRT
INDEPENDENCE RLTY TR INC
-$7.6M
1,996,570
+1%
减持
FLYW
FLYWIRE CORPORATION
+$7.5M
1,416,115
-0%
减持
BRZE
BRAZE INC
-$7.3M
649,885
-21%
减持
RGEN
REPLIGEN CORP
-$6.8M
166,248
-29%
增持
GTLS
CHART INDS INC
+$6.8M
173,892
+15%
增持
LSPD
LIGHTSPEED COMMERCE INC
-$6.6M
1,637,167
+3%
清仓
NEM
NEWMONT CORP
-$6.1M
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$6.1M
320,760
+2%
减持
WDAY
WORKDAY INC
+$6.0M
511,266
-1%
减持
HXL
HEXCEL CORP NEW
-$6.0M
624,075
-15%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$5.8M
1,969,583
-9%
减持
NHI
NATIONAL HEALTH INVS INC
-$5.7M
959,230
-3%
增持
NTAP
NETAPP INC
+$5.4M
811,850
+18%
减持
AAT
AMERICAN ASSETS TR INC
-$5.3M
1,204,696
-1%
增持
WCN
WASTE CONNECTIONS INC
+$5.2M
354,246
+3%
清仓
WH
WYNDHAM HOTELS & RESORTS INC
-$5.2M
0
-100%
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$5.2M
904,017
+1%
减持
TNDM
TANDEM DIABETES CARE INC
-$5.1M
421,743
-1%
减持
BWIN
BRP GROUP INC
-$4.7M
724,671
-26%
增持
INVA
INNOVIVA INC
-$4.7M
3,960,168
+15%
增持
—
BROOKFIELD ASSET MGMT INC
-$4.6M
1,923,656
+3%
增持
MDB
MONGODB INC
+$4.5M
424,054
+38%
减持
—
ENCORE WIRE CORP
-$4.5M
915,596
-14%
增持
IDXX
IDEXX LABS INC
-$4.4M
213,484
+1%
增持
INSP
INSPIRE MED SYS INC
+$4.4M
306,267
+12%
减持
—
PAYA HOLDINGS INC
-$4.3M
4,987,483
-6%
增持
ESS
ESSEX PPTY TR INC
-$4.2M
280,867
+2%
增持
PODD
INSULET CORP
+$4.1M
282,809
+1%
增持
MGM
MGM RESORTS INTERNATIONAL
+$4.1M
3,083,091
+2%
