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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 25
增持 61
减持 42
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$158.5M
1,642,986
+125%
建仓
—
MASIMO CORP
+$156.9M
953,799
增持
META
META PLATFORMS INC
+$127.5M
724,503
+91%
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
TDY
TELEDYNE TECHNOLOGIES INC
-$126.9M
4,882
-98%
增持
AMZN
AMAZON COM INC
+$116.9M
2,418,239
+26%
建仓
HUBB
HUBBELL INC
+$102.9M
310,216
清仓
ATKR
ATKORE INC
-$99.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$94.2M
533,850
+13%
增持
TXRH
TEXAS ROADHOUSE INC
+$85.1M
1,149,641
+182%
增持
INSP
INSPIRE MED SYS INC
+$84.1M
563,667
+33%
增持
GOOGL
ALPHABET INC
+$78.0M
3,389,621
+7%
增持
OPCH
OPTION CARE HEALTH INC
+$75.7M
3,768,278
+156%
清仓
—
PROMETHEUS BIOSCIENCES INC
-$73.5M
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$70.5M
0
-100%
增持
FICO
FAIR ISAAC CORP
+$69.2M
160,128
+86%
建仓
UBER
UBER TECHNOLOGIES INC
+$68.5M
1,586,966
减持
MSFT
MICROSOFT CORP
+$67.7M
1,381,739
-1%
建仓
LEGN
LEGEND BIOTECH CORP
+$67.1M
972,054
建仓
PI
IMPINJ INC
+$65.4M
729,889
清仓
TEAM
ATLASSIAN CORPORATION
-$64.6M
0
-100%
增持
DT
DYNATRACE INC
+$63.9M
1,698,742
+206%
建仓
WMT
WALMART INC
+$62.9M
399,987
建仓
ALGN
ALIGN TECHNOLOGY INC
+$62.5M
176,706
减持
CAKE
CHEESECAKE FACTORY INC
-$61.8M
41,072
-98%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$61.1M
48,613
-68%
增持
FLYW
FLYWIRE CORPORATION
+$60.8M
3,186,118
+145%
清仓
EPAM
EPAM SYS INC
-$58.9M
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW
-$58.5M
0
-100%
建仓
PTC
PTC INC
+$57.1M
401,095
减持
COP
CONOCOPHILLIPS
-$56.9M
6,040
-99%
减持
NKE
NIKE INC
-$55.6M
67,714
-87%
建仓
TER
TERADYNE INC
+$54.3M
487,320
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$53.9M
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$53.7M
0
-100%
建仓
LITE
LUMENTUM HLDGS INC
+$53.6M
945,342
增持
LLY
LILLY ELI & CO
+$53.1M
396,950
+2%
增持
—
ICON PLC
+$53.0M
1,377,475
+1%
减持
LULU
LULULEMON ATHLETICA INC
-$52.6M
192,813
-44%
建仓
ZS
ZSCALER INC
+$52.0M
355,503
建仓
—
FLEETCOR TECHNOLOGIES INC
+$51.9M
206,620
减持
TDG
TRANSDIGM GROUP INC
+$51.7M
363,795
-2%
清仓
—
CATALENT INC
-$51.0M
0
-100%
清仓
—
JUNIPER NETWORKS INC
-$50.7M
0
-100%
增持
HXL
HEXCEL CORP NEW
+$50.1M
1,231,086
+93%
清仓
—
EVEREST RE GROUP LTD
-$50.1M
0
-100%
减持
DXCM
DEXCOM INC
-$50.0M
1,030,514
-34%
建仓
TECH
BIO-TECHNE CORP
+$49.6M
607,141
减持
—
ENCORE WIRE CORP
-$49.3M
484,373
-36%
建仓
—
ARISTA NETWORKS INC
+$47.9M
295,786
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$47.8M
548,660
+1365%
增持
AXON
AXON ENTERPRISE INC
+$47.1M
244,843
+8401%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$47.1M
0
-100%
减持
AAPL
APPLE INC
+$46.2M
2,746,033
-7%
清仓
DGX
QUEST DIAGNOSTICS INC
-$45.6M
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$45.5M
860,251
+972%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$44.7M
575,782
-28%
清仓
—
GLOBANT S A
-$43.2M
0
-100%
增持
FFIV
F5 INC
+$40.1M
703,360
+63%
建仓
MTH
MERITAGE HOMES CORP
+$39.6M
278,113
增持
SAIA
SAIA INC
+$37.0M
506,741
+1%
清仓
SYNA
SYNAPTICS INC
-$35.7M
0
-100%
建仓
PSTG
PURE STORAGE INC
+$34.2M
928,601
清仓
—
PDC ENERGY INC
-$34.0M
0
-100%
增持
FTNT
FORTINET INC
+$33.2M
2,856,178
+4%
增持
—
SMARTSHEET INC
+$32.3M
2,595,732
+85%
清仓
CFR
CULLEN FROST BANKERS INC
-$31.8M
0
-100%
增持
BIO
BIO RAD LABS INC
-$31.6M
403,812
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$31.0M
375,542
+211%
增持
—
SPLUNK INC
+$30.8M
933,567
+31%
增持
STZ
CONSTELLATION BRANDS INC
+$30.4M
361,802
+39%
减持
MDB
MONGODB INC
-$28.4M
148,661
-61%
减持
—
ALKERMES PLC
-$28.3M
2,315,310
-35%
减持
NOW
SERVICENOW INC
+$27.5M
311,402
-2%
清仓
—
ENDEAVOR GROUP HLDGS INC
-$27.1M
0
-100%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$27.0M
508,138
-29%
建仓
S
SENTINELONE INC
+$26.7M
1,767,167
建仓
CALX
CALIX INC
+$26.5M
531,402
增持
WSO
WATSCO INC
+$25.9M
199,023
+27%
清仓
—
AMEDISYS INC
-$25.2M
0
-100%
减持
EYE
NATIONAL VISION HLDGS INC
-$25.0M
670,232
-69%
减持
PGR
PROGRESSIVE CORP
-$24.6M
730,502
-14%
增持
SPGI
S&P GLOBAL INC
+$24.5M
166,078
+36%
增持
V
VISA INC
+$24.4M
1,090,906
+5%
减持
HUBS
HUBSPOT INC
+$24.0M
318,938
-6%
建仓
STAG
STAG INDL INC
+$23.5M
653,938
增持
AMP
AMERIPRISE FINL INC
+$23.3M
223,412
+34%
建仓
—
NEW YORK CMNTY BANCORP INC
+$22.7M
2,021,885
建仓
KLIC
KULICKE & SOFFA INDS INC
+$21.9M
368,191
建仓
—
FABRINET
+$21.6M
166,669
增持
LPLA
LPL FINL HLDGS INC
+$21.4M
650,449
+10%
减持
OKTA
OKTA INC
-$21.3M
610,561
-17%
增持
TRU
TRANSUNION
+$21.2M
944,671
+11%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$20.9M
410,119
清仓
ORCL
ORACLE CORP
-$20.1M
0
-100%
增持
CWST
CASELLA WASTE SYS INC
+$18.6M
552,187
+46%
建仓
—
CEREVEL THERAPEUTICS HLDNG I
+$18.3M
575,534
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$17.2M
3,655,787
+13%
增持
LECO
LINCOLN ELEC HLDGS INC
+$17.2M
561,720
+1%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$16.5M
2,701,192
+12%
减持
CSGP
COSTAR GROUP INC
+$16.1M
863,471
-2%
减持
TSLA
TESLA INC
-$15.8M
378,034
-32%
增持
MKTX
MARKETAXESS HLDGS INC
-$14.5M
153,852
+10%
增持
PPG
PPG INDS INC
+$14.4M
466,455
+14%
增持
CSCO
CISCO SYS INC
+$14.1M
1,678,528
+21%
减持
AME
AMETEK INC
+$14.1M
1,071,812
-2%
减持
MGM
MGM RESORTS INTERNATIONAL
-$13.4M
2,003,214
-12%
减持
PANW
PALO ALTO NETWORKS INC
-$13.4M
368,318
-32%
增持
DOO
BRP INC
+$13.4M
986,700
+10%
清仓
ABBV
ABBVIE INC
-$13.2M
0
-100%
增持
—
ASCENDIS PHARMA A/S
-$13.2M
3,631,712
+15%
减持
FANG
DIAMONDBACK ENERGY INC
-$12.9M
571,721
-12%
减持
PACK
RANPAK HOLDINGS CORP
-$12.7M
402,200
-86%
增持
AVY
AVERY DENNISON CORP
+$12.7M
445,179
+25%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$12.7M
32,264
+9%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$12.4M
4,242
-96%
清仓
—
IVERIC BIO INC
-$11.6M
0
-100%
减持
ETSY
ETSY INC
-$11.2M
377,817
-2%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$11.1M
392,128
+2%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$10.6M
549,387
-22%
增持
RRR
RED ROCK RESORTS INC
+$10.5M
1,551,186
+11%
增持
—
SPIRIT RLTY CAP INC NEW
+$10.4M
1,236,767
+29%
减持
ITT
ITT INC
-$10.3M
561,832
-23%
增持
NICE
NICE LTD
+$10.0M
512,803
+22%
增持
PCTY
PAYLOCITY HLDG CORP
+$9.8M
372,736
+26%
增持
WING
WINGSTOP INC
+$9.8M
307,664
+9%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$9.6M
375,340
+47%
增持
PRI
PRIMERICA INC
+$9.6M
235,168
+10%
增持
AAON
AAON INC
+$9.2M
541,030
+24%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$9.1M
426,876
-30%
增持
MDRX
VERADIGM INC
+$9.1M
2,236,112
+53%
减持
ROK
ROCKWELL AUTOMATION INC
+$9.0M
314,273
-2%
增持
POOL
POOL CORP
+$8.7M
198,641
+3%
增持
NOG
NORTHERN OIL & GAS INC
+$8.6M
1,307,658
+9%
减持
DECK
DECKERS OUTDOOR CORP
+$8.1M
149,687
-5%
减持
AMAT
APPLIED MATLS INC
+$7.9M
405,687
-2%
增持
OVV
OVINTIV INC
+$7.8M
1,376,035
+11%
增持
—
GENPACT LIMITED
-$7.3M
2,495,821
+14%
减持
AJG
GALLAGHER ARTHUR J & CO
-$7.1M
411,769
-19%
增持
WEX
WEX INC
+$7.0M
150,147
+36%
增持
CE
CELANESE CORP DEL
+$6.7M
667,215
+3%
减持
WCC
WESCO INTL INC
-$6.6M
771,137
-18%
减持
COST
COSTCO WHSL CORP NEW
+$6.5M
210,882
-2%
减持
KNSL
KINSALE CAP GROUP INC
+$6.4M
116,700
-6%
减持
CPRT
COPART INC
-$6.3M
691,310
-25%
增持
—
AXALTA COATING SYS LTD
+$6.1M
1,231,136
+9%
建仓
MLI
MUELLER INDS INC
+$6.0M
68,960
增持
AVGO
BROADCOM INC
+$5.9M
24,088
+3%
减持
WDAY
WORKDAY INC
+$5.9M
393,772
-2%
减持
FOUR
SHIFT4 PMTS INC
-$5.8M
674,775
-1%
增持
LNTH
LANTHEUS HLDGS INC
+$5.6M
1,150,597
+4%
