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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 22
增持 52
减持 59
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
—
ICON PLC
-$207.7M
556,017
-60%
减持
WCC
WESCO INTL INC
-$121.2M
117,245
-85%
减持
—
MASIMO CORP
-$104.0M
603,681
-37%
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。
增持
AXON
AXON ENTERPRISE INC
+$90.8M
696,193
+184%
清仓
—
ENCORE WIRE CORP
-$90.1M
0
-100%
减持
AAPL
APPLE INC
-$83.9M
2,620,832
-5%
建仓
MHO
M/I HOMES INC
+$82.2M
977,922
减持
CSCO
CISCO SYS INC
-$77.3M
178,499
-89%
减持
HUBS
HUBSPOT INC
-$74.4M
193,532
-39%
减持
FTNT
FORTINET INC
-$74.3M
2,412,418
-16%
建仓
APO
APOLLO GLOBAL MGMT INC
+$73.8M
822,633
减持
TPR
TAPESTRY INC
-$69.8M
2,028,083
-32%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$64.9M
1,273,570
-22%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$63.2M
72,682
-21%
减持
TXRH
TEXAS ROADHOUSE INC
-$61.5M
703,046
-39%
建仓
OWL
BLUE OWL CAPITAL INC
+$60.0M
4,629,423
减持
AMAT
APPLIED MATLS INC
-$56.9M
12,858
-97%
减持
FICO
FAIR ISAAC CORP
-$55.2M
85,643
-47%
建仓
PR
PERMIAN RESOURCES CORP
+$54.7M
3,921,499
清仓
TER
TERADYNE INC
-$54.3M
0
-100%
清仓
LITE
LUMENTUM HLDGS INC
-$53.6M
0
-100%
清仓
FMC
FMC CORP
-$53.4M
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$53.1M
780,145
建仓
TW
TRADEWEB MKTS INC
+$52.7M
656,485
减持
TDG
TRANSDIGM GROUP INC
-$52.2M
323,938
-11%
增持
NVDA
NVIDIA CORPORATION
+$52.1M
638,970
+20%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$51.9M
0
-100%
建仓
PCVX
VAXCYTE INC
+$51.2M
1,003,916
清仓
MTN
VAIL RESORTS INC
-$48.6M
0
-100%
减持
MSFT
MICROSOFT CORP
-$46.6M
1,342,536
-3%
建仓
VRT
VERTIV HOLDINGS CO
+$46.5M
1,249,534
增持
LEGN
LEGEND BIOTECH CORP
+$44.9M
1,668,150
+72%
建仓
DDOG
DATADOG INC
+$44.9M
493,343
建仓
COLD
AMERICOLD REALTY TRUST INC
+$40.5M
1,332,669
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$40.4M
247,928
清仓
MKTX
MARKETAXESS HLDGS INC
-$40.2M
0
-100%
增持
DXCM
DEXCOM INC
+$40.0M
1,847,865
+79%
增持
INSP
INSPIRE MED SYS INC
-$37.7M
732,400
+30%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$37.7M
649,292
+73%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$37.2M
2,684,388
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$37.0M
3,185
-90%
减持
—
SPLUNK INC
+$37.0M
929,975
-0%
增持
—
NEW YORK CMNTY BANCORP INC
+$35.5M
5,135,955
+154%
减持
FANG
DIAMONDBACK ENERGY INC
-$34.1M
264,791
-54%
增持
—
AZEK CO INC
+$34.1M
1,168,290
+5090%
减持
—
APELLIS PHARMACEUTICALS INC
-$33.4M
548,870
-8%
减持
LLY
ELI LILLY & CO
-$32.5M
286,015
-28%
清仓
ETSY
ETSY INC
-$32.0M
0
-100%
增持
—
ASCENDIS PHARMA A/S
+$31.9M
3,802,177
+5%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$31.8M
806,400
+40%
清仓
PLNT
PLANET FITNESS INC
-$31.8M
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$31.5M
1,336,355
+55%
减持
POOL
POOL CORP
-$31.3M
121,201
-39%
建仓
—
MARQETA INC
+$30.3M
5,074,757
增持
HUBB
HUBBELL INC
+$30.3M
424,895
+37%
清仓
AZTA
AZENTA INC
-$30.1M
0
-100%
清仓
—
NEXTIER OILFIELD SOLUTIONS
-$29.9M
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$29.3M
1,356,705
-30%
减持
PANW
PALO ALTO NETWORKS INC
-$26.6M
287,981
-22%
清仓
ONTO
ONTO INNOVATION INC
-$26.3M
0
-100%
减持
—
ALKERMES PLC
-$25.7M
1,669,613
-28%
清仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$25.6M
0
-100%
清仓
QCOM
QUALCOMM INC
-$25.6M
0
-100%
减持
WING
WINGSTOP INC
-$25.6M
200,068
-35%
减持
CSGP
COSTAR GROUP INC
-$25.5M
667,521
-23%
减持
BOX
BOX INC
-$24.3M
281,225
-73%
减持
PGR
PROGRESSIVE CORP
-$23.9M
522,746
-28%
建仓
—
SUPER MICRO COMPUTER INC
+$23.5M
85,662
减持
BIO
BIO RAD LABS INC
-$23.2M
362,328
-10%
增持
—
WNS HLDGS LTD
+$21.4M
741,793
+86%
减持
GOOGL
ALPHABET INC
+$21.3M
3,263,044
-4%
减持
CRM
SALESFORCE INC
-$20.3M
570,176
-11%
减持
AME
AMETEK INC
-$19.8M
1,040,033
-3%
减持
SAIA
SAIA INC
-$19.4M
386,496
-24%
减持
NTAP
NETAPP INC
-$19.2M
533,589
-32%
减持
NICE
NICE LTD
-$19.0M
511,020
-0%
减持
MRVL
MARVELL TECHNOLOGY INC
-$18.5M
1,962,787
-6%
增持
JBHT
HUNT J B TRANS SVCS INC
+$17.8M
432,173
+23%
增持
FFIV
F5 INC
+$17.7M
748,118
+6%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$17.2M
378,231
-26%
增持
PCTY
PAYLOCITY HLDG CORP
+$17.1M
472,517
+27%
减持
RRR
RED ROCK RESORTS INC
-$17.0M
1,354,249
-13%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$16.9M
817,206
-9%
减持
ROK
ROCKWELL AUTOMATION INC
-$16.8M
303,324
-3%
清仓
EYE
NATIONAL VISION HLDGS INC
-$16.3M
0
-100%
增持
HAE
HAEMONETICS CORP MASS
+$15.4M
559,963
+37%
减持
MGM
MGM RESORTS INTERNATIONAL
-$15.0M
1,984,496
-1%
增持
AAON
AAON INC
-$14.9M
639,906
+18%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$14.5M
21,481
-56%
增持
OVV
OVINTIV INC
+$14.4M
1,403,007
+2%
增持
OKTA
OKTA INC
+$13.9M
690,334
+13%
减持
—
COOPER COS INC
-$13.9M
173,324
-4%
增持
GPN
GLOBAL PMTS INC
+$13.7M
809,810
+0%
建仓
—
CRISPR THERAPEUTICS AG
+$13.5M
297,550
增持
CPRT
COPART INC
+$13.4M
1,773,535
+157%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$13.3M
4,193,996
+15%
建仓
PLXS
PLEXUS CORP
+$13.3M
142,815
增持
FLYW
FLYWIRE CORPORATION
+$13.2M
3,514,112
+10%
增持
—
FABRINET
+$13.1M
208,550
+25%
增持
—
GENPACT LIMITED
+$13.0M
2,948,433
+18%
增持
TENB
TENABLE HLDGS INC
+$12.7M
2,195,092
+12%
减持
AMZN
AMAZON COM INC
-$12.7M
2,380,224
-2%
增持
META
META PLATFORMS INC
+$12.6M
734,688
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.6M
430,802
+1%
建仓
—
CAMTEK LTD
+$12.1M
194,237
增持
NOG
NORTHERN OIL & GAS INC
+$11.7M
1,406,271
+8%
减持
MDB
MONGODB INC
-$11.5M
143,368
-4%
增持
PODD
INSULET CORP
-$11.5M
637,261
+62%
减持
MSCI
MSCI INC
-$10.8M
160,679
-19%
增持
DEO
DIAGEO PLC
-$10.5M
495,284
+2%
减持
LULU
LULULEMON ATHLETICA INC
-$10.4M
162,299
-16%
增持
AMD
ADVANCED MICRO DEVICES INC
+$10.4M
516,866
+38%
减持
VMC
VULCAN MATLS CO
-$9.7M
310,031
-3%
减持
DECK
DECKERS OUTDOOR CORP
-$9.5M
135,105
-10%
减持
WSO
WATSCO INC
-$9.2M
176,533
-11%
增持
PI
IMPINJ INC
-$9.2M
1,022,359
+40%
减持
TSLA
TESLA INC
-$9.1M
359,314
-5%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$8.9M
888,854
+62%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$8.7M
651,234
增持
WEX
WEX INC
+$8.6M
191,172
+27%
减持
AJG
GALLAGHER ARTHUR J & CO
-$8.1M
361,096
-12%
减持
AVTR
AVANTOR INC
-$7.6M
4,246,946
-10%
减持
—
TRANE TECHNOLOGIES PLC
-$7.4M
3,559
-92%
增持
FOUR
SHIFT4 PMTS INC
-$7.4M
693,578
+3%
增持
STEP
STEPSTONE GROUP INC
+$7.2M
913,069
+5%
建仓
EQIX
EQUINIX INC
+$7.0M
9,703
增持
AVY
AVERY DENNISON CORP
+$7.0M
457,013
+3%
建仓
—
NXP SEMICONDUCTORS N V
+$6.8M
34,132
增持
—
CERIDIAN HCM HLDG INC
+$6.7M
1,226,077
+7%
增持
FIVE
FIVE BELOW INC
-$6.6M
443,081
+12%
增持
LNTH
LANTHEUS HLDGS INC
-$6.6M
1,294,391
+12%
增持
ITT
ITT INC
+$6.6M
602,444
+7%
减持
WDAY
WORKDAY INC
-$6.5M
383,625
-3%
减持
HD
HOME DEPOT INC
-$6.4M
383,099
-3%
清仓
TGT
TARGET CORP
-$6.4M
0
-100%
增持
V
VISA INC
-$6.3M
1,099,058
+1%
增持
CDW
CDW CORP
+$6.2M
328,984
+0%
增持
VC
VISTEON CORP
+$5.7M
664,137
+11%
清仓
UPS
UNITED PARCEL SERVICE INC
-$5.5M
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$5.4M
100,850
增持
SUI
SUN CMNTYS INC
-$5.3M
576,833
+2%
减持
NOW
SERVICENOW INC
-$5.3M
303,647
-2%
增持
DT
DYNATRACE INC
-$5.2M
1,760,141
+4%
减持
WCN
WASTE CONNECTIONS INC
-$5.1M
372,284
-3%
增持
S
SENTINELONE INC
+$5.1M
1,885,443
+7%
增持
IOT
SAMSARA INC
+$5.0M
1,613,516
+25%
增持
CHDN
CHURCHILL DOWNS INC
-$5.0M
297,025
+5%
建仓
LEN
LENNAR CORP
+$5.0M
44,412
增持
—
AXALTA COATING SYS LTD
-$4.8M
1,322,683
+7%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$4.8M
412,241
-4%
