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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 23
增持 48
减持 61
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$247.0M
599,967
+1%
增持
VRT
VERTIV HOLDINGS CO
+$189.4M
3,399,272
+85%
减持
MRVL
MARVELL TECHNOLOGY INC
-$143.9M
28,946
-99%
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
FIX
COMFORT SYS USA INC
+$124.2M
667,036
+56%
增持
AMZN
AMAZON COM INC
+$120.3M
2,633,433
+13%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$116.2M
854,438
增持
—
ASCENDIS PHARMA A/S
+$108.4M
4,075,214
+1%
增持
—
NXP SEMICONDUCTORS N V
+$84.8M
374,539
+974%
减持
META
META PLATFORMS INC
+$84.7M
702,584
-3%
建仓
COO
COOPER COS INC
+$78.8M
776,971
清仓
MCD
MCDONALDS CORP
-$76.6M
0
-100%
清仓
PPG
PPG INDS INC
-$76.1M
0
-100%
减持
LLY
ELI LILLY & CO
-$76.1M
28,325
-83%
增持
AAPL
APPLE INC
+$75.2M
3,237,247
+30%
增持
CSCO
CISCO SYS INC
+$75.0M
1,686,503
+825%
减持
PODD
INSULET CORP
-$72.8M
468,320
-34%
建仓
COHR
COHERENT CORP
+$68.5M
1,129,777
减持
WSO
WATSCO INC
-$68.5M
21,082
-88%
清仓
—
COOPER COS INC
-$67.1M
0
-100%
清仓
—
WNS HLDGS LTD
-$65.9M
0
-100%
建仓
—
ON HLDG AG
+$65.9M
1,862,570
减持
TDG
TRANSDIGM GROUP INC
+$64.5M
315,374
-1%
清仓
DOO
BRP INC
-$64.3M
0
-100%
清仓
S
SENTINELONE INC
-$63.8M
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$60.9M
35,723
建仓
—
WNS HLDGS LTD
+$59.1M
1,170,420
建仓
SAP
SAP SE
+$58.9M
302,188
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$58.3M
502,678
建仓
SIGI
SELECTIVE INS GROUP INC
+$55.5M
508,085
减持
MSFT
MICROSOFT CORP
+$54.9M
1,522,930
-2%
建仓
VKTX
VIKING THERAPEUTICS INC
+$54.3M
662,131
减持
—
GENPACT LIMITED
-$53.1M
1,539,160
-49%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$51.6M
1,381,284
-2%
建仓
—
FLEX LTD
+$51.5M
1,801,579
建仓
CYTK
CYTOKINETICS INC
+$51.3M
731,386
增持
WING
WINGSTOP INC
+$51.2M
314,818
+26%
清仓
POOL
POOL CORP
-$49.8M
0
-100%
建仓
GTLB
GITLAB INC
+$49.2M
843,548
建仓
DSGX
DESCARTES SYS GROUP INC
+$47.5M
518,744
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$44.8M
130,197
-79%
清仓
OKTA
OKTA INC
-$44.6M
0
-100%
清仓
PSTG
PURE STORAGE INC
-$44.5M
0
-100%
增持
—
SUPER MICRO COMPUTER INC
+$43.1M
55,653
+20%
建仓
KEY
KEYCORP
+$42.9M
2,710,757
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$40.8M
27,713
+770%
清仓
TRU
TRANSUNION
-$40.1M
0
-100%
减持
AAON
AAON INC
-$40.0M
9,630
-98%
建仓
JBL
JABIL INC
+$39.0M
291,456
建仓
—
NOVA LTD
+$38.7M
217,954
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$38.5M
0
-100%
减持
TENB
TENABLE HLDGS INC
-$37.6M
828,215
-51%
减持
—
SMARTSHEET INC
-$37.6M
2,386,272
-12%
增持
CSGP
COSTAR GROUP INC
+$36.9M
1,647,389
+18%
增持
CPRT
COPART INC
+$36.3M
2,167,032
+19%
增持
PGR
PROGRESSIVE CORP
+$35.8M
617,410
+7%
增持
—
MONDAY COM LTD
+$35.2M
415,584
+33%
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$35.0M
2,488,179
建仓
EXPE
EXPEDIA GROUP INC
+$34.3M
249,290
清仓
KLIC
KULICKE & SOFFA INDS INC
-$33.9M
0
-100%
建仓
RVLV
REVOLVE GROUP INC
+$33.7M
1,593,530
减持
TSLA
TESLA INC
-$33.7M
291,060
-15%
减持
PCTY
PAYLOCITY HLDG CORP
-$33.6M
267,830
-45%
减持
NICE
NICE LTD
+$33.4M
571,436
-1%
清仓
—
CEREVEL THERAPEUTICS HLDNG I
-$33.3M
0
-100%
减持
AMP
AMERIPRISE FINL INC
-$33.1M
19,376
-82%
减持
AXON
AXON ENTERPRISE INC
+$32.9M
709,306
-3%
增持
DKNG
DRAFTKINGS INC NEW
+$31.7M
2,007,587
+19%
增持
ABBV
ABBVIE INC
+$31.4M
887,179
+6%
增持
FOUR
SHIFT4 PMTS INC
+$30.7M
1,333,252
+73%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$30.5M
0
-100%
清仓
LITE
LUMENTUM HLDGS INC
-$29.7M
0
-100%
减持
HXL
HEXCEL CORP NEW
-$29.3M
1,018,276
-27%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$27.6M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$27.1M
142,571
-38%
减持
TPR
TAPESTRY INC
-$26.9M
1,041,976
-50%
减持
UBER
UBER TECHNOLOGIES INC
+$26.7M
1,767,673
-1%
增持
LNTH
LANTHEUS HLDGS INC
+$24.9M
1,958,018
+25%
减持
EWBC
EAST WEST BANCORP INC
-$24.7M
543,067
-42%
增持
APO
APOLLO GLOBAL MGMT INC
+$24.4M
886,761
+10%
增持
NXT
NEXTRACKER INC
+$23.5M
802,489
+73%
增持
OPCH
OPTION CARE HEALTH INC
+$22.4M
5,171,385
+15%
减持
—
ICON PLC
+$22.2M
536,883
-4%
增持
OWL
BLUE OWL CAPITAL INC
+$22.1M
4,529,065
+7%
增持
MKSI
MKS INSTRS INC
+$21.8M
620,063
+5%
增持
ITT
ITT INC
+$21.7M
723,617
+13%
减持
TXRH
TEXAS ROADHOUSE INC
+$20.5M
740,719
-4%
减持
ZS
ZSCALER INC
-$20.4M
368,283
-11%
建仓
RMBS
RAMBUS INC DEL
+$20.3M
328,053
增持
CWST
CASELLA WASTE SYS INC
+$19.6M
848,012
+13%
增持
MDB
MONGODB INC
+$19.3M
221,858
+51%
清仓
HLIT
HARMONIC INC
-$19.3M
0
-100%
增持
NSIT
INSIGHT ENTERPRISES INC
+$19.1M
405,407
+28%
增持
—
AZEK CO INC
+$18.8M
1,487,700
+2%
增持
LEGN
LEGEND BIOTECH CORP
+$18.8M
2,239,774
+26%
增持
FLYW
FLYWIRE CORPORATION
+$18.5M
4,837,491
+10%
减持
UNH
UNITEDHEALTH GROUP INC
-$18.0M
426,637
-2%
增持
IOT
SAMSARA INC
+$17.9M
2,228,759
+12%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$17.8M
842,226
减持
CRM
SALESFORCE INC
+$17.8M
590,564
-3%
减持
DT
DYNATRACE INC
-$17.2M
1,923,414
-1%
减持
AVGO
BROADCOM INC
-$17.1M
24,137
-45%
增持
WEX
WEX INC
+$17.0M
258,384
+13%
减持
DXCM
DEXCOM INC
-$16.9M
1,539,461
-17%
增持
PCVX
VAXCYTE INC
+$16.9M
1,586,095
+9%
增持
RRX
REGAL REXNORD CORPORATION
+$16.7M
302,532
+19%
清仓
—
CYMABAY THERAPEUTICS INC
-$16.5M
0
-100%
增持
ALGN
ALIGN TECHNOLOGY INC
+$16.0M
196,141
+11%
减持
PR
PERMIAN RESOURCES CORP
+$15.7M
4,541,934
-4%
减持
LECO
LINCOLN ELEC HLDGS INC
+$15.5M
646,442
-6%
减持
FIVE
FIVE BELOW INC
-$15.4M
373,679
-4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$15.3M
36,567
-8%
减持
SPGI
S&P GLOBAL INC
-$15.2M
127,192
-19%
减持
FANG
DIAMONDBACK ENERGY INC
+$13.9M
345,635
-2%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$13.4M
172,805
+22%
减持
SAIA
SAIA INC
-$13.4M
259,082
-31%
减持
AIG
AMERICAN INTL GROUP INC
+$13.2M
1,366,011
-1%
建仓
SYNA
SYNAPTICS INC
+$13.1M
133,916
减持
AME
AMETEK INC
+$12.8M
953,603
-3%
减持
DECK
DECKERS OUTDOOR CORP
-$12.8M
50,634
-44%
减持
VMC
VULCAN MATLS CO
+$12.7M
311,381
-2%
减持
—
DAYFORCE INC
-$12.6M
994,711
-15%
增持
NOG
NORTHERN OIL & GAS INC
+$12.4M
1,749,749
+14%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$12.1M
880,442
+1%
减持
LULU
LULULEMON ATHLETICA INC
-$11.6M
89,074
-2%
减持
HD
HOME DEPOT INC
+$11.4M
374,807
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$11.4M
930,154
+14%
减持
PLMR
PALOMAR HLDGS INC
+$11.1M
437,412
-5%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$11.0M
370,675
-3%
减持
STZ
CONSTELLATION BRANDS INC
+$10.8M
427,161
-2%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$10.8M
3,984,030
+1%
增持
MTH
MERITAGE HOMES CORP
+$10.8M
490,660
+13%
减持
PRI
PRIMERICA INC
+$10.7M
228,650
-0%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$10.7M
1,233,437
-17%
减持
CALX
CALIX INC
-$10.4M
584,576
-14%
减持
AVTR
AVANTOR INC
+$10.4M
5,244,215
-3%
减持
—
ALKERMES PLC
-$10.4M
1,282,741
-21%
增持
HUBS
HUBSPOT INC
+$10.4M
194,437
+1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$10.3M
379,064
-2%
增持
—
CHAMPIONX CORPORATION
+$10.2M
1,009,418
+13%
减持
AJG
GALLAGHER ARTHUR J & CO
-$10.1M
291,382
-21%
减持
OLED
UNIVERSAL DISPLAY CORP
-$9.8M
122,772
-23%
减持
INVA
INNOVIVA INC
-$9.7M
2,111,663
-19%
减持
RGEN
REPLIGEN CORP
-$9.6M
235,310
-20%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$9.6M
631,590
-4%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$9.3M
3,884,494
+13%
增持
BCYC
BICYCLE THERAPEUTICS PLC
+$9.3M
1,038,917
+13%
增持
AVNT
AVIENT CORPORATION
+$9.1M
1,359,671
+13%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$8.9M
503,193
-15%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$8.8M
910,873
+49%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$8.7M
207,489
-2%
