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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 22
增持 67
减持 37
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
UNH
UNITEDHEALTH GROUP INC
+$171.4M
375,791
+581%
清仓
HUM
HUMANA INC
-$106.5M
0
-100%
建仓
TEAM
ATLASSIAN CORPORATION
+$92.8M
721,555
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
GTM
ZOOMINFO TECHNOLOGIES INC
-$86.1M
0
-100%
增持
—
ASCENDIS PHARMA A/S
+$85.1M
3,158,168
+9%
清仓
—
ATLASSIAN CORP PLC
-$82.7M
0
-100%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$78.9M
1,193,584
-16%
清仓
—
BROOKFIELD ASSET MGMT INC
-$78.7M
0
-100%
减持
TSLA
TESLA INC
-$71.4M
482,660
-2%
清仓
META
META PLATFORMS INC
-$65.6M
0
-100%
清仓
MKSI
MKS INSTRS INC
-$63.5M
0
-100%
增持
SUI
SUN CMNTYS INC
+$62.2M
808,370
+105%
清仓
MS
MORGAN STANLEY
-$61.9M
0
-100%
增持
AVY
AVERY DENNISON CORP
+$60.2M
355,942
+1283%
建仓
BN
BROOKFIELD CORP
+$60.0M
1,905,849
减持
AMZN
AMAZON COM INC
-$59.7M
1,959,158
-1%
增持
—
GENPACT LIMITED
+$59.4M
2,070,838
+148%
清仓
NHI
NATIONAL HEALTH INVS INC
-$54.2M
0
-100%
减持
IT
GARTNER INC
-$54.2M
14,370
-93%
减持
SNOW
SNOWFLAKE INC
-$51.8M
3,602
-99%
建仓
BAC
BANK AMERICA CORP
+$49.6M
1,498,651
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$49.5M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$48.9M
2,949,930
+110%
建仓
ALL
ALLSTATE CORP
+$48.1M
354,422
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$48.0M
1,027,742
-48%
减持
AAPL
APPLE INC
-$47.6M
3,332,669
-4%
增持
V
VISA INC
+$44.2M
1,096,679
+6%
增持
MSFT
MICROSOFT CORP
+$43.1M
1,528,263
+10%
清仓
LITE
LUMENTUM HLDGS INC
-$42.7M
0
-100%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$42.3M
119,526
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$41.8M
379,895
-50%
清仓
TW
TRADEWEB MKTS INC
-$40.7M
0
-100%
建仓
MKTX
MARKETAXESS HLDGS INC
+$40.3M
144,466
减持
ZS
ZSCALER INC
-$40.3M
270,876
-31%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$39.8M
0
-100%
减持
TDG
TRANSDIGM GROUP INC
+$39.5M
379,165
-0%
增持
SYNA
SYNAPTICS INC
+$39.0M
733,432
+136%
建仓
—
JUNIPER NETWORKS INC
+$38.5M
1,204,582
增持
—
ALKERMES PLC
+$38.3M
3,385,470
+51%
清仓
CIEN
CIENA CORP
-$38.0M
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$36.8M
0
-100%
减持
FTNT
FORTINET INC
-$36.7M
2,958,232
-20%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$36.1M
626,107
-62%
建仓
—
APELLIS PHARMACEUTICALS INC
+$35.7M
689,477
建仓
—
PROMETHEUS BIOSCIENCES INC
+$35.0M
318,174
建仓
RNG
RINGCENTRAL INC
+$34.5M
974,224
建仓
—
KARUNA THERAPEUTICS INC
+$34.4M
174,946
增持
HUBS
HUBSPOT INC
+$33.7M
412,955
+30%
建仓
ENTG
ENTEGRIS INC
+$32.1M
490,106
清仓
GTLS
CHART INDS INC
-$32.1M
0
-100%
减持
—
BLUEPRINT MEDICINES CORP
-$31.9M
479,467
-40%
建仓
CABO
CABLE ONE INC
+$31.8M
44,621
增持
SRPT
SAREPTA THERAPEUTICS INC
+$31.7M
751,696
+26%
增持
AME
AMETEK INC
+$31.5M
1,184,714
+0%
清仓
GH
GUARDANT HEALTH INC
-$31.3M
0
-100%
增持
INSP
INSPIRE MED SYS INC
+$31.1M
339,320
+11%
增持
MDB
MONGODB INC
+$31.1M
585,886
+38%
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$30.6M
0
-100%
增持
HD
HOME DEPOT INC
+$30.5M
533,908
+7%
建仓
DT
DYNATRACE INC
+$29.0M
757,424
减持
TPR
TAPESTRY INC
+$27.8M
3,320,887
-4%
减持
PCRX
PACIRA BIOSCIENCES INC
-$26.5M
29,960
-94%
减持
MXL
MAXLINEAR INC
-$26.0M
929,997
-47%
减持
GOOGL
ALPHABET INC
-$24.8M
3,195,675
-0%
减持
LPLA
LPL FINL HLDGS INC
-$24.5M
582,784
-15%
增持
TENB
TENABLE HLDGS INC
+$23.5M
1,790,709
+39%
增持
WCC
WESCO INTL INC
+$23.3M
1,391,804
+10%
清仓
BL
BLACKLINE INC
-$22.9M
0
-100%
清仓
BRZE
BRAZE INC
-$22.6M
0
-100%
减持
QCOM
QUALCOMM INC
-$22.5M
203,980
-49%
增持
MTN
VAIL RESORTS INC
+$22.4M
268,893
+39%
增持
FFIV
F5 INC
+$22.1M
429,809
+57%
增持
IDXX
IDEXX LABS INC
+$20.7M
221,192
+4%
清仓
TNDM
TANDEM DIABETES CARE INC
-$20.2M
0
-100%
减持
NICE
NICE LTD
-$19.9M
422,969
-21%
增持
PODD
INSULET CORP
+$19.4M
286,355
+1%
清仓
—
PLAYA HOTELS & RESORTS NV
-$19.3M
0
-100%
减持
DXCM
DEXCOM INC
+$19.3M
1,518,447
-20%
减持
PCTY
PAYLOCITY HLDG CORP
-$19.1M
259,527
-10%
建仓
KNSL
KINSALE CAP GROUP INC
+$18.9M
72,306
增持
PGR
PROGRESSIVE CORP
+$18.8M
823,702
+9%
建仓
SITM
SITIME CORP
+$18.7M
183,838
增持
NKE
NIKE INC
+$18.4M
526,836
+1%
增持
ARES
ARES MANAGEMENT CORPORATION
+$18.2M
882,717
+29%
增持
IEX
IDEX CORP
+$18.1M
595,280
+1%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$18.1M
301,043
-28%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$18.0M
726,981
-20%
建仓
ORCL
ORACLE CORP
+$18.0M
220,165
增持
FIVE
FIVE BELOW INC
+$17.8M
449,876
+0%
建仓
CWST
CASELLA WASTE SYS INC
+$17.4M
218,848
减持
FATE
FATE THERAPEUTICS INC
-$17.2M
1,386,058
-0%
增持
CE
CELANESE CORP DEL
+$17.1M
539,723
+28%
清仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$17.0M
0
-100%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$16.3M
272,688
-41%
增持
DECK
DECKERS OUTDOOR CORP
+$15.7M
179,054
+0%
增持
LULU
LULULEMON ATHLETICA INC
+$15.5M
377,448
+0%
增持
DGX
QUEST DIAGNOSTICS INC
+$15.2M
424,974
+2%
增持
ROK
ROCKWELL AUTOMATION INC
+$14.8M
325,291
+1%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$14.5M
2,905,555
+10%
增持
—
APTIV PLC
+$14.2M
490,940
+22%
增持
DOO
BRP INC
+$14.1M
891,566
+2%
建仓
PLNT
PLANET FITNESS INC
+$14.0M
177,707
增持
UNP
UNION PAC CORP
+$13.8M
499,604
+9%
建仓
AAON
AAON INC
+$13.4M
177,613
增持
—
COOPER COS INC
+$13.2M
186,706
+1%
增持
BIO
BIO RAD LABS INC
+$13.1M
389,504
+8%
减持
—
ICON PLC
+$12.9M
1,391,209
-1%
增持
AVTR
AVANTOR INC
+$12.9M
4,317,453
+8%
减持
—
WNS HLDGS LTD
-$12.7M
314,502
-32%
增持
ITT
ITT INC
+$12.5M
711,106
+3%
增持
LECO
LINCOLN ELEC HLDGS INC
+$12.4M
584,573
+2%
增持
SAIA
SAIA INC
+$12.4M
566,290
+1%
增持
OKTA
OKTA INC
+$12.3M
786,184
+8%
增持
FIBK
FIRST INTST BANCSYSTEM INC
+$12.2M
1,033,974
+51%
减持
OPCH
OPTION CARE HEALTH INC
-$12.2M
1,424,921
-19%
增持
—
CERIDIAN HCM HLDG INC
+$12.2M
1,102,587
+5%
增持
CFR
CULLEN FROST BANKERS INC
+$11.9M
410,589
+26%
增持
PANW
PALO ALTO NETWORKS INC
-$11.9M
543,108
+1%
清仓
SICP
SILVERGATE CAP CORP
-$11.7M
0
-100%
增持
—
SPIRIT RLTY CAP INC NEW
+$11.5M
1,614,485
+10%
增持
FOUR
SHIFT4 PMTS INC
+$11.2M
863,031
+4%
减持
NVDA
NVIDIA CORPORATION
-$11.2M
385,051
-31%
增持
AZTA
AZENTA INC
+$11.2M
460,478
+26%
增持
—
SMARTSHEET INC
+$11.1M
1,431,179
+9%
增持
FANG
DIAMONDBACK ENERGY INC
+$11.0M
659,317
+0%
增持
PLMR
PALOMAR HLDGS INC
-$10.9M
306,471
+4%
增持
ETSY
ETSY INC
+$10.9M
514,552
+1%
建仓
IWF
ISHARES TR
+$10.3M
48,252
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$10.1M
270,778
-7%
减持
COP
CONOCOPHILLIPS
+$10.0M
688,275
-1%
增持
NOW
SERVICENOW INC
+$9.8M
327,932
+5%
增持
AJG
GALLAGHER ARTHUR J & CO
+$9.8M
491,821
+2%
增持
VC
VISTEON CORP
+$9.5M
361,039
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$9.5M
999,660
+15%
增持
RRR
RED ROCK RESORTS INC
+$9.3M
1,584,920
+0%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$9.3M
73,124
-72%
建仓
WEX
WEX INC
+$9.2M
56,061
增持
FMC
FMC CORP
+$9.0M
466,390
+0%
增持
LNTH
LANTHEUS HLDGS INC
-$8.5M
1,565,711
+25%
增持
INVA
INNOVIVA INC
+$8.4M
4,106,136
+4%
增持
MSCI
MSCI INC
+$8.2M
168,703
+1%
减持
—
ENCORE WIRE CORP
+$8.1M
828,181
-10%
减持
—
COUPA SOFTWARE INC
-$8.1M
178,819
-53%
减持
AMAT
APPLIED MATLS INC
-$8.0M
535,273
-27%
增持
—
CATALENT INC
-$7.8M
1,256,587
+41%
增持
CHDN
CHURCHILL DOWNS INC
+$7.7M
232,530
+3%
增持
ESS
ESSEX PPTY TR INC
-$7.7M
284,867
+1%
增持
CSGP
COSTAR GROUP INC
+$7.2M
768,057
+3%
清仓
CVS
CVS HEALTH CORP
-$7.0M
0
-100%
减持
MGM
MGM RESORTS INTERNATIONAL
+$6.9M
2,938,893
-5%
