小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 27
增持 69
减持 38
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$161.9M
1,557,889
+16%
增持
—
ASCENDIS PHARMA A/S
+$151.6M
4,030,634
+6%
清仓
FTNT
FORTINET INC
-$141.6M
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
—
SPLUNK INC
-$136.0M
0
-100%
建仓
ABBV
ABBVIE INC
+$130.1M
839,739
建仓
ROST
ROSS STORES INC
+$102.1M
737,649
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$97.8M
0
-100%
清仓
VC
VISTEON CORP
-$91.7M
0
-100%
建仓
FIX
COMFORT SYS USA INC
+$87.7M
426,570
增持
MHO
M/I HOMES INC
+$81.0M
1,184,431
+21%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$77.9M
1,416,611
+11%
清仓
DEO
DIAGEO PLC
-$73.9M
0
-100%
增持
MCD
MCDONALDS CORP
+$71.7M
258,231
+1299%
增持
CSGP
COSTAR GROUP INC
+$70.9M
1,398,896
+110%
建仓
EWBC
EAST WEST BANCORP INC
+$67.7M
940,815
建仓
MKSI
MKS INSTRS INC
+$60.7M
589,715
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$60.3M
871,057
建仓
DKNG
DRAFTKINGS INC NEW
+$59.5M
1,687,008
建仓
—
MONDAY COM LTD
+$58.7M
312,490
增持
DXCM
DEXCOM INC
+$58.1M
1,857,286
+1%
建仓
NSIT
INSIGHT ENTERPRISES INC
+$56.1M
316,766
建仓
SCHW
SCHWAB CHARLES CORP
+$55.9M
813,015
减持
LLY
ELI LILLY & CO
-$55.5M
168,330
-41%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$53.7M
211,594
减持
AMZN
AMAZON COM INC
+$52.2M
2,334,901
-2%
增持
PODD
INSULET CORP
+$51.4M
705,429
+11%
减持
—
NEW YORK CMNTY BANCORP INC
-$51.0M
705,254
-86%
减持
TDG
TRANSDIGM GROUP INC
+$50.8M
320,175
-1%
增持
AXON
AXON ENTERPRISE INC
+$50.5M
731,721
+5%
减持
BIO
BIO RAD LABS INC
-$50.1M
247,210
-32%
增持
EQIX
EQUINIX INC
+$49.9M
70,726
+629%
清仓
—
ARISTA NETWORKS INC
-$49.4M
0
-100%
建仓
WDC
WESTERN DIGITAL CORP.
+$48.5M
925,458
清仓
TECH
BIO-TECHNE CORP
-$47.6M
0
-100%
减持
LPLA
LPL FINL HLDGS INC
-$44.8M
428,869
-28%
增持
CRM
SALESFORCE INC
+$44.4M
608,116
+7%
减持
—
SPIRIT RLTY CAP INC NEW
-$43.4M
144,244
-90%
增持
—
MASIMO CORP
+$43.0M
818,476
+36%
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$42.8M
460,052
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$42.2M
39,779
-45%
增持
VRT
VERTIV HOLDINGS CO
+$41.7M
1,835,806
+47%
建仓
ENPH
ENPHASE ENERGY INC
+$41.1M
310,789
清仓
COLD
AMERICOLD REALTY TRUST INC
-$40.5M
0
-100%
清仓
NTAP
NETAPP INC
-$40.5M
0
-100%
增持
PCVX
VAXCYTE INC
+$40.2M
1,455,593
+45%
清仓
CABO
CABLE ONE INC
-$40.1M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$39.7M
2,419,659
+23%
减持
HUBB
HUBBELL INC
-$39.7M
284,235
-33%
减持
NOW
SERVICENOW INC
+$39.6M
296,250
-2%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$38.7M
141,543
建仓
RRX
REGAL REXNORD CORPORATION
+$37.8M
255,153
增持
ZS
ZSCALER INC
+$37.4M
412,063
+19%
增持
LECO
LINCOLN ELEC HLDGS INC
+$36.9M
687,841
+11%
增持
UBER
UBER TECHNOLOGIES INC
+$36.8M
1,776,923
+13%
建仓
REXR
REXFORD INDL RLTY INC
+$35.9M
639,984
减持
META
META PLATFORMS INC
+$35.9M
724,433
-1%
增持
MGM
MGM RESORTS INTERNATIONAL
+$34.3M
2,401,407
+21%
减持
INSP
INSPIRE MED SYS INC
-$34.3M
545,619
-26%
增持
AVTR
AVANTOR INC
+$34.2M
5,418,922
+28%
增持
MTH
MERITAGE HOMES CORP
+$33.6M
432,310
+27%
减持
RCKT
ROCKET PHARMACEUTICALS INC
+$32.2M
3,941,859
-6%
增持
S
SENTINELONE INC
+$32.0M
2,325,714
+23%
清仓
ESS
ESSEX PPTY TR INC
-$31.8M
0
-100%
清仓
MDRX
VERADIGM INC
-$31.6M
0
-100%
建仓
WTFC
WINTRUST FINL CORP
+$31.3M
337,107
减持
AAPL
APPLE INC
+$31.2M
2,492,864
-5%
减持
AMP
AMERIPRISE FINL INC
-$30.7M
109,519
-50%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$30.5M
442,018
减持
V
VISA INC
+$30.0M
1,086,319
-1%
增持
OPCH
OPTION CARE HEALTH INC
+$29.8M
4,482,732
+20%
建仓
LITE
LUMENTUM HLDGS INC
+$29.7M
566,100
减持
TRU
TRANSUNION
-$29.4M
583,194
-40%
增持
—
SMARTSHEET INC
+$29.0M
2,706,943
+9%
清仓
STEP
STEPSTONE GROUP INC
-$28.8M
0
-100%
增持
NICE
NICE LTD
+$28.7M
579,249
+13%
增持
AVGO
BROADCOM INC
+$28.4M
44,005
+76%
增持
WING
WINGSTOP INC
+$28.2M
250,016
+25%
增持
PTC
PTC INC
+$27.1M
487,544
+19%
减持
GOOGL
ALPHABET INC
+$26.8M
3,248,331
-0%
增持
TXRH
TEXAS ROADHOUSE INC
+$26.4M
768,526
+9%
增持
IDXX
IDEXX LABS INC
+$25.7M
161,104
+11%
增持
IOT
SAMSARA INC
+$25.6M
1,985,589
+23%
建仓
SIMO
SILICON MOTION TECHNOLOGY CO
+$25.0M
408,149
增持
DT
DYNATRACE INC
+$24.3M
1,947,452
+11%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$22.4M
1,489,729
+68%
减持
DVN
DEVON ENERGY CORP NEW
-$22.2M
937,848
-31%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$22.2M
2,711,038
+316%
建仓
NXT
NEXTRACKER INC
+$21.7M
463,082
减持
WDAY
WORKDAY INC
+$21.4M
376,037
-2%
增持
—
ICON PLC
+$21.3M
558,847
+1%
增持
—
AXALTA COATING SYS LTD
+$21.2M
1,671,875
+26%
增持
—
AZEK CO INC
+$21.2M
1,462,185
+25%
清仓
—
APELLIS PHARMACEUTICALS INC
-$20.9M
0
-100%
减持
TENB
TENABLE HLDGS INC
-$19.8M
1,704,735
-22%
减持
FFIV
F5 INC
-$19.6M
563,971
-25%
增持
CDW
CDW CORP
+$19.4M
377,205
+15%
建仓
HLIT
HARMONIC INC
+$19.3M
1,476,793
增持
CWST
CASELLA WASTE SYS INC
+$19.1M
751,553
+27%
增持
PGR
PROGRESSIVE CORP
+$19.1M
576,800
+10%
增持
PLXS
PLEXUS CORP
+$19.0M
298,262
+109%
增持
FOUR
SHIFT4 PMTS INC
+$19.0M
771,545
+11%
减持
DOO
BRP INC
-$18.7M
896,344
-18%
增持
RRR
RED ROCK RESORTS INC
+$18.4M
1,386,676
+2%
增持
TPR
TAPESTRY INC
+$18.1M
2,075,458
+2%
增持
ITT
ITT INC
+$17.7M
642,965
+7%
减持
FICO
FAIR ISAAC CORP
+$17.6M
79,063
-8%
增持
STZ
CONSTELLATION BRANDS INC
+$17.4M
435,356
+25%
减持
NVDA
NVIDIA CORPORATION
+$17.1M
595,833
-7%
增持
DDOG
DATADOG INC
+$17.1M
511,031
+4%
清仓
WCC
WESCO INTL INC
-$16.9M
0
-100%
增持
GPN
GLOBAL PMTS INC
+$16.7M
866,920
+7%
建仓
BCYC
BICYCLE THERAPEUTICS PLC
+$16.6M
917,304
减持
HD
HOME DEPOT INC
+$16.6M
381,839
-0%
建仓
—
CYMABAY THERAPEUTICS INC
+$16.5M
700,056
增持
AVNT
AVIENT CORPORATION
+$16.4M
1,201,508
+27%
增持
CHDN
CHURCHILL DOWNS INC
+$16.3M
376,252
+27%
减持
LULU
LULULEMON ATHLETICA INC
-$16.2M
90,781
-44%
减持
HUBS
HUBSPOT INC
+$16.2M
192,010
-1%
增持
—
FABRINET
+$15.7M
264,892
+27%
减持
UNP
UNION PAC CORP
+$15.6M
408,634
-2%
增持
SUI
SUN CMNTYS INC
+$15.5M
626,591
+9%
增持
INVA
INNOVIVA INC
+$15.4M
2,614,127
+28%
减持
ALGN
ALIGN TECHNOLOGY INC
-$15.2M
176,345
-15%
增持
—
WNS HLDGS LTD
+$15.1M
1,042,815
+41%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$14.7M
612,050
+56%
增持
RGEN
REPLIGEN CORP
+$14.0M
294,222
+20%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$13.8M
387,679
+2%
增持
FANG
DIAMONDBACK ENERGY INC
+$13.6M
351,914
+33%
清仓
—
CRISPR THERAPEUTICS AG
-$13.5M
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$13.0M
383,196
-2%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$12.8M
212,888
-14%
增持
CPRT
COPART INC
+$12.8M
1,820,250
+3%
增持
AIG
AMERICAN INTL GROUP INC
+$12.6M
1,381,419
+3%
减持
—
CEREVEL THERAPEUTICS HLDNG I
+$12.0M
785,494
-19%
增持
—
COOPER COS INC
+$12.0M
177,274
+2%
减持
FIVE
FIVE BELOW INC
+$11.9M
390,308
-12%
增持
UNH
UNITEDHEALTH GROUP INC
+$11.8M
435,077
+1%
建仓
—
MURAL ONCOLOGY PUB LTD CO
+$11.8M
1,985,886
减持
OKTA
OKTA INC
-$11.6M
493,029
-29%
减持
AMD
ADVANCED MICRO DEVICES INC
+$11.4M
437,891
-15%
增持
AVY
AVERY DENNISON CORP
+$11.2M
468,217
+2%
建仓
XENE
XENON PHARMACEUTICALS INC
+$10.9M
237,495
增持
WSO
WATSCO INC
+$10.9M
181,060
+3%
减持
SAIA
SAIA INC
+$10.9M
376,409
-3%
增持
HAE
HAEMONETICS CORP MASS
+$10.7M
712,061
+27%
增持
MDB
MONGODB INC
+$10.7M
147,377
+3%
增持
FLYW
FLYWIRE CORPORATION
-$10.5M
4,386,731
+25%
增持
PSTG
PURE STORAGE INC
+$10.5M
1,246,731
+31%
减持
—
SUPER MICRO COMPUTER INC
-$10.3M
46,259
-46%
增持
—
MARQETA INC
+$10.2M
5,814,628
+15%
