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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 32
增持 53
减持 36
清仓 29
方向
标的
Δ市值
现股数(环比)
建仓
NFLX
NETFLIX INC
+$222.9M
314,226
清仓
UBER
UBER TECHNOLOGIES INC
-$205.5M
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$161.4M
1,175,328
+12%
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
AVGO
BROADCOM INC
+$144.7M
1,176,949
+3141%
增持
—
FTAI AVIATION LTD
+$129.1M
1,660,031
+87%
建仓
—
SHARKNINJA INC
+$114.9M
1,056,738
建仓
TOL
TOLL BROTHERS INC
+$111.6M
722,130
建仓
TGT
TARGET CORP
+$106.5M
683,263
建仓
GEV
GE VERNOVA INC
+$105.3M
413,169
减持
HD
HOME DEPOT INC
-$103.8M
7,648
-98%
建仓
MOG/A
MOOG INC
+$102.4M
507,019
建仓
ORCL
ORACLE CORP
+$100.3M
588,842
建仓
TRU
TRANSUNION
+$92.7M
885,013
增持
—
ASCENDIS PHARMA A/S
+$89.7M
5,133,766
+3%
增持
META
META PLATFORMS INC
+$87.5M
911,723
+6%
增持
RRX
REGAL REXNORD CORPORATION
+$84.1M
979,521
+69%
清仓
SCHW
SCHWAB CHARLES CORP
-$80.0M
0
-100%
清仓
COHR
COHERENT CORP
-$79.2M
0
-100%
增持
ROKU
ROKU INC
+$73.9M
1,535,576
+126%
建仓
ANF
ABERCROMBIE & FITCH CO
+$73.0M
522,147
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$72.6M
905,681
清仓
OVV
OVINTIV INC
-$70.8M
0
-100%
减持
WING
WINGSTOP INC
-$69.8M
275,725
-37%
清仓
CSCO
CISCO SYS INC
-$69.1M
0
-100%
清仓
—
AZEK CO INC
-$68.3M
0
-100%
减持
AAPL
APPLE INC
+$67.9M
3,737,306
-2%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$66.7M
0
-100%
增持
TDG
TRANSDIGM GROUP INC
+$66.7M
372,061
+2%
建仓
PHM
PULTE GROUP INC
+$66.5M
463,215
减持
AMD
ADVANCED MICRO DEVICES INC
-$64.4M
345,136
-54%
清仓
WMT
WALMART INC
-$64.0M
0
-100%
增持
BAC
BANK AMERICA CORP
+$62.7M
1,823,667
+648%
清仓
—
SMARTSHEET INC
-$62.6M
0
-100%
减持
CDW
CDW CORP
-$62.4M
50,239
-85%
清仓
—
ON HLDG AG
-$61.3M
0
-100%
增持
MHO
M/I HOMES INC
+$59.3M
1,107,024
+4%
清仓
—
ODDITY TECH LTD
-$59.2M
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$58.6M
0
-100%
建仓
TEAM
ATLASSIAN CORPORATION
+$57.1M
359,857
增持
SUI
SUN CMNTYS INC
+$57.0M
959,879
+59%
增持
—
ASML HOLDING N V
+$56.6M
148,377
+126%
增持
PODD
INSULET CORP
+$56.3M
754,872
+28%
增持
IOT
SAMSARA INC
+$55.2M
3,506,681
+4%
清仓
IDXX
IDEXX LABS INC
-$54.9M
0
-100%
减持
PCVX
VAXCYTE INC
+$53.1M
1,739,874
-10%
增持
DT
DYNATRACE INC
+$52.6M
2,703,772
+32%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$52.5M
0
-100%
建仓
ALAB
ASTERA LABS INC
+$52.0M
993,482
增持
VRT
VERTIV HOLDINGS CO
+$50.2M
3,611,566
+1%
增持
CHDN
CHURCHILL DOWNS INC
+$49.9M
763,561
+100%
增持
TSLA
TESLA INC
+$49.8M
521,524
+19%
建仓
—
TECHNIPFMC PLC
+$49.3M
1,878,487
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$48.3M
297,057
减持
ABBV
ABBVIE INC
-$47.2M
633,750
-37%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$46.2M
0
-100%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$45.7M
5,016
-85%
清仓
GTLB
GITLAB INC
-$45.2M
0
-100%
增持
GOOGL
ALPHABET INC
-$44.3M
3,138,314
+1%
增持
UNP
UNION PAC CORP
+$43.8M
569,862
+33%
增持
NVDA
NVIDIA CORPORATION
+$43.5M
7,577,768
+7%
增持
—
MASIMO CORP
+$43.3M
1,394,056
+23%
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$43.2M
0
-100%
清仓
PI
IMPINJ INC
-$43.1M
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$42.5M
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$40.9M
394,380
减持
—
WNS HLDGS LTD
-$40.5M
279,379
-73%
增持
OPCH
OPTION CARE HEALTH INC
+$40.0M
6,492,152
+10%
减持
—
NOVA LTD
-$39.5M
12,943
-93%
建仓
FLR
FLUOR CORP NEW
+$39.3M
823,490
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$39.0M
140,756
-74%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$38.8M
138,476
清仓
TENB
TENABLE HLDGS INC
-$38.8M
0
-100%
建仓
WAL
WESTERN ALLIANCE BANCORP
+$38.4M
443,825
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$38.2M
719,694
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$37.7M
0
-100%
增持
MTH
MERITAGE HOMES CORP
+$37.5M
483,159
+27%
减持
TXRH
TEXAS ROADHOUSE INC
-$37.1M
557,467
-29%
增持
ELF
E L F BEAUTY INC
+$36.1M
334,743
+20187%
减持
—
NXP SEMICONDUCTORS N V
-$35.9M
347,864
-22%
建仓
BWIN
THE BALDWIN INSURANCE GRP IN
+$35.8M
718,464
建仓
CIEN
CIENA CORP
+$35.4M
574,814
清仓
—
ENVESTNET INC
-$35.3M
0
-100%
减持
PCTY
PAYLOCITY HLDG CORP
-$35.2M
18,840
-94%
减持
LNTH
LANTHEUS HLDGS INC
+$34.9M
1,518,465
-7%
增持
KNSL
KINSALE CAP GROUP INC
+$34.7M
149,217
+65%
清仓
CCJ
CAMECO CORP
-$34.4M
0
-100%
增持
LEGN
LEGEND BIOTECH CORP
+$34.2M
5,038,505
+6%
减持
OLED
UNIVERSAL DISPLAY CORP
-$34.2M
3,020
-98%
增持
DXCM
DEXCOM INC
-$32.3M
2,842,057
+45%
清仓
RGEN
REPLIGEN CORP
-$32.2M
0
-100%
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$32.2M
144,457
减持
CPRT
COPART INC
-$31.9M
1,043,377
-35%
清仓
—
ALKERMES PLC
-$31.7M
0
-100%
清仓
JBL
JABIL INC
-$31.2M
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$30.9M
320,440
-27%
增持
TTD
THE TRADE DESK INC
+$30.7M
736,496
+44%
减持
CRM
SALESFORCE INC
-$30.6M
464,634
-24%
建仓
—
MERUS N V
+$30.4M
608,457
清仓
SIGI
SELECTIVE INS GROUP INC
-$29.0M
0
-100%
增持
MSCI
MSCI INC
+$28.0M
153,943
+20%
建仓
OSCR
OSCAR HEALTH INC
+$27.5M
1,294,280
增持
NU
NU HLDGS LTD
+$26.5M
5,869,859
+41%
建仓
—
EXPRO GROUP HOLDINGS NV
+$26.5M
1,542,292
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$26.3M
528,291
-13%
增持
—
MONDAY COM LTD
+$25.7M
600,379
+2%
建仓
—
SOLENO THERAPEUTICS INC
+$25.0M
495,708
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$24.8M
533,449
-3%
建仓
MTB
M & T BK CORP
+$24.7M
138,894
减持
CSGP
COSTAR GROUP INC
-$24.5M
1,365,508
-21%
减持
NOW
SERVICENOW INC
+$24.0M
341,878
-5%
增持
KMPR
KEMPER CORP
+$23.9M
838,085
+81%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$23.7M
707,383
+3%
清仓
ADI
ANALOG DEVICES INC
-$23.2M
0
-100%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$23.2M
1,210,547
+21%
增持
FOUR
SHIFT4 PMTS INC
+$23.1M
1,455,085
+1%
减持
—
GLOBANT S A
-$22.7M
403,847
-30%
增持
ARES
ARES MANAGEMENT CORPORATION
+$22.4M
992,474
+0%
增持
KD
KYNDRYL HLDGS INC
+$22.1M
3,259,082
+63%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$22.0M
934,256
-12%
增持
TW
TRADEWEB MKTS INC
+$21.4M
594,366
+21%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$21.2M
254,319
-72%
增持
STAG
STAG INDL INC
+$21.0M
1,670,586
+36%
建仓
—
ONESTREAM INC
+$20.6M
606,656
减持
HUBS
HUBSPOT INC
-$20.5M
175,760
-9%
减持
PGR
PROGRESSIVE CORP
+$20.3M
828,436
-9%
减持
WSC
WILLSCOT HLDGS CORP
-$20.2M
2,630,864
-17%
减持
ROK
ROCKWELL AUTOMATION INC
-$20.0M
229,059
-23%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$19.8M
1,732,186
-21%
增持
LSPD
LIGHTSPEED COMMERCE INC
+$19.8M
3,325,531
+30%
减持
NOG
NORTHERN OIL & GAS INC
-$19.4M
1,423,534
-24%
建仓
AAOI
APPLIED OPTOELECTRONICS INC
+$19.0M
1,329,093
建仓
ENSG
ENSIGN GROUP INC
+$18.8M
131,021
建仓
INSM
INSMED INC
+$18.4M
251,739
增持
BIO
BIO RAD LABS INC
+$18.2M
252,769
+4%
增持
APO
APOLLO GLOBAL MGMT INC
+$18.1M
740,133
+18%
减持
FANG
DIAMONDBACK ENERGY INC
-$17.6M
302,444
-13%
增持
ITT
ITT INC
+$17.2M
669,519
+4%
增持
VKTX
VIKING THERAPEUTICS INC
+$17.2M
930,370
+18%
增持
CYTK
CYTOKINETICS INC
+$16.7M
1,212,886
+39%
增持
TPR
TAPESTRY INC
+$16.5M
1,699,067
+15%
增持
FLYW
FLYWIRE CORPORATION
+$16.5M
6,226,912
+19%
减持
HUBB
HUBBELL INC
-$16.3M
169,852
-30%
增持
OWL
BLUE OWL CAPITAL INC
+$16.1M
6,736,287
+5%
增持
EWBC
EAST WEST BANCORP INC
+$15.8M
520,656
+40%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$15.4M
0
-100%
增持
V
VISA INC
+$14.9M
896,716
+2%
增持
VST
VISTRA CORP
+$14.9M
327,122
+18%
减持
SAP
SAP SE
+$14.4M
653,928
-3%
减持
—
FABRINET
-$14.0M
151,139
-26%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$13.6M
966,215
+39%
