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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 28
增持 40
减持 57
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$93.9M
46,440
-96%
建仓
DEO
DIAGEO PLC
+$89.3M
493,052
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$87.6M
112,073
+50%
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。
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$80.8M
384,709
建仓
META
META PLATFORMS INC
+$80.4M
379,470
增持
NVDA
NVIDIA CORPORATION
+$75.3M
473,804
+23%
增持
—
SPLUNK INC
+$67.8M
712,163
+11675%
建仓
POOL
POOL CORP
+$65.7M
191,930
增持
CSCO
CISCO SYS INC
+$65.5M
1,391,223
+822%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$64.9M
731,158
建仓
CDW
CDW CORP
+$63.3M
324,618
建仓
JBHT
HUNT J B TRANS SVCS INC
+$63.1M
359,642
减持
IEX
IDEX CORP
-$62.6M
317,218
-47%
建仓
FICO
FAIR ISAAC CORP
+$60.4M
85,892
清仓
BN
BROOKFIELD CORP
-$60.0M
0
-100%
建仓
EPAM
EPAM SYS INC
+$58.9M
197,043
建仓
STZ
CONSTELLATION BRANDS INC
+$58.7M
259,700
减持
TGT
TARGET CORP
-$57.8M
45,103
-90%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$56.7M
612,005
增持
CRM
SALESFORCE INC
+$56.1M
655,883
+16%
增持
TSLA
TESLA INC
+$55.3M
552,966
+15%
建仓
PPG
PPG INDS INC
+$54.8M
410,030
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$53.7M
454,775
减持
AAPL
APPLE INC
+$53.5M
2,950,247
-11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$52.9M
120,584
-88%
建仓
AMP
AMERIPRISE FINL INC
+$50.9M
166,192
建仓
—
EVEREST RE GROUP LTD
+$50.1M
139,960
建仓
WSO
WATSCO INC
+$50.0M
157,199
减持
EYE
NATIONAL VISION HLDGS INC
-$49.8M
2,192,016
-7%
减持
—
ASCENDIS PHARMA A/S
-$48.4M
3,146,126
-0%
清仓
ALL
ALLSTATE CORP
-$48.1M
0
-100%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$47.1M
131,581
减持
GOOGL
ALPHABET INC
+$45.8M
3,159,901
-1%
减持
BAC
BANK AMERICA CORP
-$44.3M
186,735
-88%
减持
SUI
SUN CMNTYS INC
-$44.3M
506,307
-37%
建仓
TXRH
TEXAS ROADHOUSE INC
+$44.0M
406,990
建仓
—
GLOBANT S A
+$43.2M
263,464
清仓
—
LAM RESEARCH CORP
-$42.5M
0
-100%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$42.3M
0
-100%
减持
HD
HOME DEPOT INC
-$41.1M
432,015
-19%
清仓
FIBK
FIRST INTST BANCSYSTEM INC
-$40.0M
0
-100%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$39.2M
106,267
-72%
增持
—
PROMETHEUS BIOSCIENCES INC
+$38.5M
684,694
+115%
减持
FTNT
FORTINET INC
+$38.1M
2,748,726
-7%
增持
VC
VISTEON CORP
+$37.4M
539,775
+50%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$36.7M
0
-100%
减持
MSFT
MICROSOFT CORP
+$36.3M
1,397,216
-9%
减持
TDG
TRANSDIGM GROUP INC
+$34.8M
371,149
-2%
减持
INVA
INNOVIVA INC
-$34.6M
1,759,431
-57%
清仓
RNG
RINGCENTRAL INC
-$34.5M
0
-100%
减持
SYNA
SYNAPTICS INC
-$34.1M
320,878
-56%
减持
AMZN
AMAZON COM INC
+$33.8M
1,920,247
-2%
减持
—
KARUNA THERAPEUTICS INC
-$33.6M
4,420
-97%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$33.3M
0
-100%
清仓
AAT
AMERICAN ASSETS TR INC
-$33.1M
0
-100%
清仓
—
PAYA HOLDINGS INC
-$32.2M
0
-100%
清仓
ENTG
ENTEGRIS INC
-$32.1M
0
-100%
清仓
FCN
FTI CONSULTING INC
-$32.0M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$31.8M
538,434
-1%
清仓
MXL
MAXLINEAR INC
-$31.6M
0
-100%
清仓
ZS
ZSCALER INC
-$30.3M
0
-100%
清仓
BILL
BILL COM HLDGS INC
-$30.2M
0
-100%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$29.6M
191,005
减持
WCC
WESCO INTL INC
-$29.6M
936,287
-33%
增持
AAON
AAON INC
+$28.7M
435,349
+145%
减持
TEAM
ATLASSIAN CORPORATION
-$28.3M
377,114
-48%
减持
ESS
ESSEX PPTY TR INC
-$26.8M
160,661
-44%
建仓
ONTO
ONTO INNOVATION INC
+$26.5M
302,013
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$26.3M
29,539
+827%
减持
HUBS
HUBSPOT INC
+$26.3M
339,816
-18%
减持
—
SPIRIT RLTY CAP INC NEW
-$26.2M
961,276
-40%
建仓
BOX
BOX INC
+$26.1M
973,699
减持
MDB
MONGODB INC
-$25.8M
383,859
-34%
减持
—
ENCORE WIRE CORP
+$25.4M
751,887
-9%
建仓
HAL
HALLIBURTON CO
+$25.2M
796,973
增持
PODD
INSULET CORP
+$24.9M
342,453
+20%
减持
IDXX
IDEXX LABS INC
-$23.8M
132,923
-40%
减持
COP
CONOCOPHILLIPS
-$23.7M
580,193
-16%
清仓
LSPD
LIGHTSPEED COMMERCE INC
-$23.7M
0
-100%
减持
CFR
CULLEN FROST BANKERS INC
-$23.1M
302,082
-26%
清仓
BWIN
BRP GROUP INC
-$21.9M
0
-100%
减持
—
ICON PLC
+$21.4M
1,365,572
-2%
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$21.3M
301,339
清仓
—
BLUEPRINT MEDICINES CORP
-$21.0M
0
-100%
减持
BIO
BIO RAD LABS INC
+$21.0M
385,656
-1%
减持
DGX
QUEST DIAGNOSTICS INC
-$20.9M
321,963
-24%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$20.7M
288,236
+6%
增持
DVN
DEVON ENERGY CORP NEW
-$20.1M
1,933,809
+1%
减持
NOW
SERVICENOW INC
+$20.1M
317,289
-3%
清仓
UMH
UMH PPTYS INC
-$19.9M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$19.9M
928,183
+31%
建仓
MDRX
VERADIGM INC
+$19.1M
1,462,688
减持
OVV
OVINTIV INC
-$18.9M
1,234,773
-1%
清仓
SITM
SITIME CORP
-$18.7M
0
-100%
减持
ETSY
ETSY INC
-$18.5M
387,501
-25%
增持
KNSL
KINSALE CAP GROUP INC
+$18.3M
124,036
+72%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$17.9M
150,010
-21%
减持
MTN
VAIL RESORTS INC
-$17.8M
197,935
-26%
减持
SAIA
SAIA INC
+$17.8M
501,669
-11%
增持
TENB
TENABLE HLDGS INC
+$16.9M
1,793,918
+0%
增持
—
APELLIS PHARMACEUTICALS INC
+$16.6M
792,246
+15%
建仓
—
CHAMPIONX CORPORATION
+$16.4M
602,799
增持
WING
WINGSTOP INC
+$16.0M
282,225
+8%
增持
AVNT
AVIENT CORPORATION
+$15.9M
811,610
+56%
减持
UNP
UNION PAC CORP
-$15.5M
437,015
-13%
增持
CE
CELANESE CORP DEL
+$15.4M
648,311
+20%
减持
MSCI
MSCI INC
+$15.2M
167,326
-1%
减持
NICE
NICE LTD
+$14.5M
418,913
-1%
增持
ARES
ARES MANAGEMENT CORPORATION
+$14.5M
897,772
+2%
增持
PGR
PROGRESSIVE CORP
+$14.4M
847,730
+3%
减持
MKTX
MARKETAXESS HLDGS INC
+$14.4M
139,854
-3%
清仓
—
COUPA SOFTWARE INC
-$14.2M
0
-100%
清仓
FATE
FATE THERAPEUTICS INC
-$14.0M
0
-100%
增持
CWST
CASELLA WASTE SYS INC
+$13.9M
378,667
+73%
增持
INSP
INSPIRE MED SYS INC
+$13.5M
422,648
+25%
增持
PLNT
PLANET FITNESS INC
+$13.2M
350,739
+97%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$13.2M
802,658
+7%
增持
LLY
LILLY ELI & CO
+$13.1M
387,564
+18%
减持
PCOR
PROCORE TECHNOLOGIES INC
+$12.7M
860,705
-1%
减持
CPRT
COPART INC
+$12.5M
921,737
-1%
增持
—
ALKERMES PLC
+$12.3M
3,574,468
+6%
增持
—
JUNIPER NETWORKS INC
+$12.2M
1,473,640
+22%
建仓
—
IVERIC BIO INC
+$11.6M
476,721
建仓
—
89BIO INC
+$11.5M
755,210
增持
TRU
TRANSUNION
+$11.3M
849,833
+16%
增持
PRI
PRIMERICA INC
+$11.3M
214,352
+18%
增持
WEX
WEX INC
+$11.2M
110,541
+97%
减持
LNTH
LANTHEUS HLDGS INC
+$11.1M
1,101,298
-30%
减持
ROK
ROCKWELL AUTOMATION INC
+$10.8M
322,262
-1%
减持
—
SMARTSHEET INC
+$10.7M
1,402,413
-2%
增持
DXCM
DEXCOM INC
+$10.5M
1,570,495
+3%
清仓
IWF
ISHARES TR
-$10.3M
0
-100%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$10.1M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
+$10.1M
2,755,714
-7%
增持
—
CERIDIAN HCM HLDG INC
+$10.0M
1,102,962
+0%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$10.0M
705,278
+13%
减持
OKTA
OKTA INC
+$10.0M
738,464
-6%
减持
LECO
LINCOLN ELEC HLDGS INC
+$9.9M
558,140
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.8M
442,368
+18%
增持
—
APTIV PLC
+$9.5M
492,078
+0%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$9.4M
590,055
-19%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$9.2M
716,923
-1%
增持
PCTY
PAYLOCITY HLDG CORP
+$8.6M
296,842
+14%
减持
ATKR
ATKORE INC
+$8.4M
704,771
-12%
增持
WCN
WASTE CONNECTIONS INC
+$7.7M
396,503
+11%
增持
—
AXALTA COATING SYS LTD
+$7.6M
1,132,776
+8%
清仓
—
BUNGE LIMITED
-$7.5M
0
-100%
减持
CHDN
CHURCHILL DOWNS INC
-$7.4M
162,366
-30%
减持
—
COOPER COS INC
+$7.4M
185,078
-1%
减持
AVGO
BROADCOM INC
-$7.3M
23,382
-41%
