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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 21
增持 67
减持 44
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$334.7M
7,096,952
+1083%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$287.0M
7,920
-99%
增持
AAPL
APPLE INC
+$247.8M
3,812,231
+18%
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
MSFT
MICROSOFT CORP
+$184.6M
1,846,637
+21%
增持
AMZN
AMAZON COM INC
+$158.8M
3,279,806
+25%
清仓
NICE
NICE LTD
-$148.9M
0
-100%
减持
LECO
LINCOLN ELEC HLDGS INC
-$121.7M
229,973
-64%
增持
GOOGL
ALPHABET INC
+$118.6M
3,100,861
+5%
清仓
INSP
INSPIRE MED SYS INC
-$115.6M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$106.9M
204,454
-52%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$106.9M
4,220,141
建仓
—
GLOBANT S A
+$102.7M
576,123
减持
AME
AMETEK INC
-$100.6M
442,996
-54%
清仓
WDAY
WORKDAY INC
-$96.2M
0
-100%
增持
META
META PLATFORMS INC
+$93.3M
861,572
+23%
建仓
—
FTAI AVIATION LTD
+$91.6M
887,014
增持
AXON
AXON ENTERPRISE INC
+$86.3M
1,047,559
+48%
增持
LEGN
LEGEND BIOTECH CORP
+$85.7M
4,772,209
+113%
减持
MKSI
MKS INSTRS INC
-$79.3M
24,100
-96%
增持
SAP
SAP SE
+$76.4M
671,132
+122%
减持
AVTR
AVANTOR INC
-$76.0M
2,742,078
-48%
增持
TDG
TRANSDIGM GROUP INC
+$75.9M
363,406
+15%
清仓
HXL
HEXCEL CORP NEW
-$74.2M
0
-100%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$71.4M
1,042,862
增持
UBER
UBER TECHNOLOGIES INC
+$69.4M
2,827,566
+60%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$69.3M
1,000,396
+127%
增持
WING
WINGSTOP INC
+$69.1M
436,479
+39%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$68.0M
1,060,028
+24%
建仓
S
SENTINELONE INC
+$67.4M
3,201,739
增持
NOW
SERVICENOW INC
+$67.3M
358,202
+27%
建仓
—
ASML HOLDING N V
+$67.0M
65,541
减持
FIVE
FIVE BELOW INC
-$65.8M
18,330
-95%
增持
AMD
ADVANCED MICRO DEVICES INC
+$65.1M
746,157
+141%
增持
PGR
PROGRESSIVE CORP
+$62.3M
914,475
+48%
增持
LPLA
LPL FINL HLDGS INC
+$61.5M
584,601
+52%
增持
—
ASCENDIS PHARMA A/S
+$60.8M
4,962,824
+22%
减持
MSTR
MICROSTRATEGY INC
-$60.5M
266
-99%
建仓
—
ODDITY TECH LTD
+$59.2M
1,506,752
清仓
EQIX
EQUINIX INC
-$57.3M
0
-100%
减持
—
SUPER MICRO COMPUTER INC
-$55.5M
928
-98%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$54.0M
550,394
+48%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$54.0M
2,558,292
+6896%
建仓
NU
NU HLDGS LTD
+$53.6M
4,159,431
减持
V
VISA INC
-$53.0M
882,448
-13%
减持
MGM
MGM RESORTS INTERNATIONAL
-$52.9M
1,318,628
-44%
建仓
KD
KYNDRYL HLDGS INC
+$52.7M
2,004,874
增持
FIX
COMFORT SYS USA INC
+$51.1M
864,869
+30%
清仓
—
GENPACT LIMITED
-$50.7M
0
-100%
建仓
TTD
THE TRADE DESK INC
+$50.1M
512,769
建仓
PSTG
PURE STORAGE INC
+$49.4M
769,070
建仓
TER
TERADYNE INC
+$49.3M
332,550
清仓
DECK
DECKERS OUTDOOR CORP
-$47.7M
0
-100%
增持
—
MONDAY COM LTD
+$47.2M
586,075
+41%
增持
ARES
ARES MANAGEMENT CORPORATION
+$45.9M
992,416
+53%
建仓
COIN
COINBASE GLOBAL INC
+$45.2M
203,302
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$45.0M
0
-100%
清仓
WDC
WESTERN DIGITAL CORP.
-$43.7M
0
-100%
减持
—
DAYFORCE INC
-$42.6M
468,522
-53%
增持
MDB
MONGODB INC
+$42.6M
488,722
+120%
增持
—
MASIMO CORP
+$41.8M
1,131,686
+65%
增持
DKNG
DRAFTKINGS INC NEW
+$41.0M
3,461,599
+72%
建仓
ROKU
ROKU INC
+$40.7M
679,175
清仓
PANW
PALO ALTO NETWORKS INC
-$40.5M
0
-100%
建仓
VECO
VEECO INSTRS INC DEL
+$40.0M
856,308
增持
PODD
INSULET CORP
+$39.1M
591,484
+26%
减持
CPRT
COPART INC
-$39.0M
1,597,802
-26%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$38.6M
549,700
+322%
减持
IDXX
IDEXX LABS INC
-$38.0M
112,602
-35%
增持
PCVX
VAXCYTE INC
+$37.3M
1,929,348
+22%
清仓
HAL
HALLIBURTON CO
-$37.3M
0
-100%
清仓
—
APTIV PLC
-$37.2M
0
-100%
减持
HD
HOME DEPOT INC
-$36.8M
310,668
-17%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$36.8M
1,303,296
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$36.6M
2,191,327
+78%
清仓
REXR
REXFORD INDL RLTY INC
-$36.6M
0
-100%
减持
MHO
M/I HOMES INC
-$35.9M
1,067,532
-12%
增持
TSLA
TESLA INC
+$35.5M
437,997
+50%
建仓
—
ENVESTNET INC
+$35.3M
564,517
增持
—
FLEX LTD
+$34.9M
2,932,165
+63%
减持
LULU
LULULEMON ATHLETICA INC
-$34.6M
706
-99%
增持
FLYW
FLYWIRE CORPORATION
-$34.5M
5,220,396
+8%
清仓
EXPE
EXPEDIA GROUP INC
-$34.3M
0
-100%
减持
CE
CELANESE CORP DEL
-$34.2M
408,627
-21%
增持
CCJ
CAMECO CORP
+$33.8M
698,440
+5055%
增持
CSGP
COSTAR GROUP INC
-$31.6M
1,719,913
+4%
增持
VRT
VERTIV HOLDINGS CO
+$31.5M
3,570,870
+5%
增持
IOT
SAMSARA INC
+$29.3M
3,367,979
+51%
减持
—
SMARTSHEET INC
-$29.2M
1,421,010
-40%
增持
OWL
BLUE OWL CAPITAL INC
+$28.9M
6,443,066
+42%
增持
AIG
AMERICAN INTL GROUP INC
+$28.9M
1,827,946
+34%
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$28.8M
0
-100%
增持
PTC
PTC INC
+$27.7M
638,228
+37%
增持
FICO
FAIR ISAAC CORP
+$27.6M
83,453
+8%
减持
PLXS
PLEXUS CORP
-$27.5M
86,639
-77%
建仓
KMPR
KEMPER CORP
+$27.5M
462,761
增持
—
NXP SEMICONDUCTORS N V
+$26.5M
443,517
+18%
减持
SIGI
SELECTIVE INS GROUP INC
-$26.4M
309,497
-39%
增持
AVGO
BROADCOM INC
+$26.3M
36,316
+50%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$26.3M
694,185
-21%
减持
APO
APOLLO GLOBAL MGMT INC
-$25.4M
629,577
-29%
增持
GPN
GLOBAL PMTS INC
-$24.6M
939,034
+9%
减持
MTH
MERITAGE HOMES CORP
-$24.5M
380,657
-22%
建仓
CLS
CELESTICA INC
+$24.4M
426,277
增持
RRX
REGAL REXNORD CORPORATION
+$23.9M
579,872
+92%
建仓
VST
VISTRA CORP
+$23.8M
277,289
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$23.8M
261,647
-31%
建仓
ADI
ANALOG DEVICES INC
+$23.2M
101,816
增持
SAIA
SAIA INC
-$22.8M
271,591
+5%
减持
MSCI
MSCI INC
-$22.6M
128,094
-15%
减持
COO
COOPER COS INC
-$21.3M
659,021
-15%
增持
TXRH
TEXAS ROADHOUSE INC
+$21.1M
789,392
+7%
减持
KNSL
KINSALE CAP GROUP INC
-$21.0M
90,246
-15%
增持
CRM
SALESFORCE INC
-$20.1M
613,741
+4%
清仓
CALX
CALIX INC
-$19.4M
0
-100%
减持
WEX
WEX INC
-$19.3M
237,309
-8%
减持
RRR
RED ROCK RESORTS INC
-$19.2M
1,096,066
-17%
减持
ALGN
ALIGN TECHNOLOGY INC
-$18.1M
191,276
-2%
增持
FOUR
SHIFT4 PMTS INC
+$17.7M
1,442,281
+8%
减持
—
CAMTEK LTD
-$17.0M
7,810
-96%
减持
EWBC
EAST WEST BANCORP INC
-$15.7M
372,126
-31%
减持
ITT
ITT INC
-$15.5M
641,634
-11%
减持
CSCO
CISCO SYS INC
-$15.1M
1,453,819
-14%
减持
—
ICON PLC
-$14.9M
527,751
-2%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$14.1M
4,327,922
+9%
增持
OLED
UNIVERSAL DISPLAY CORP
+$14.1M
165,483
+35%
增持
TPR
TAPESTRY INC
+$13.8M
1,479,523
+42%
减持
ZS
ZSCALER INC
-$13.5M
298,702
-19%
增持
MRVL
MARVELL TECHNOLOGY INC
+$13.3M
220,174
+661%
增持
BIO
BIO RAD LABS INC
-$13.3M
243,185
+5%
清仓
SYNA
SYNAPTICS INC
-$13.1M
0
-100%
增持
JBHT
HUNT J B TRANS SVCS INC
-$12.9M
456,823
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$12.7M
1,086,071
+17%
增持
VKTX
VIKING THERAPEUTICS INC
-$12.6M
786,695
+19%
减持
WTFC
WINTRUST FINL CORP
-$12.2M
208,584
-34%
清仓
WSM
WILLIAMS SONOMA INC
-$12.0M
0
-100%
增持
RMBS
RAMBUS INC DEL
+$11.8M
545,740
+66%
增持
INVA
INNOVIVA INC
+$11.8M
2,679,237
+27%
增持
DDOG
DATADOG INC
+$11.8M
566,746
+13%
减持
CDW
CDW CORP
-$11.7M
329,713
-1%
减持
KEY
KEYCORP
-$11.2M
2,228,399
-18%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$11.2M
908,362
+8%
增持
RGEN
REPLIGEN CORP
-$11.0M
255,762
+9%
减持
PLMR
PALOMAR HLDGS INC
-$11.0M
316,856
-28%
增持
ABBV
ABBVIE INC
+$10.8M
1,005,058
+13%
减持
COHR
COHERENT CORP
+$10.7M
1,092,405
-3%
增持
OPCH
OPTION CARE HEALTH INC
-$10.2M
5,892,563
+14%
增持
XENE
XENON PHARMACEUTICALS INC
+$10.1M
643,546
+85%
减持
LNTH
LANTHEUS HLDGS INC
+$9.9M
1,641,158
-16%
减持
VMC
VULCAN MATLS CO
-$9.6M
303,078
-3%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$9.6M
32,614
+18%
