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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 60
减持 41
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
TPR
TAPESTRY INC
+$155.7M
3,604,918
+112%
减持
SAP
SAP SE
-$148.2M
6,637
-99%
增持
LLY
ELI LILLY & CO
+$146.5M
219,993
+735%
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
CDNS
CADENCE DESIGN SYSTEM INC
-$144.6M
0
-100%
增持
—
FTAI AVIATION LTD
+$137.9M
2,488,704
+50%
增持
GOOGL
ALPHABET INC
+$137.4M
3,475,412
+11%
清仓
MDB
MONGODB INC
-$134.2M
0
-100%
增持
TSLA
TESLA INC
+$130.1M
660,107
+27%
清仓
SUI
SUN CMNTYS INC
-$129.7M
0
-100%
清仓
—
ASML HOLDING N V
-$123.6M
0
-100%
增持
GKOS
GLAUKOS CORP
+$120.7M
807,151
+31715%
建仓
SQ
BLOCK INC
+$120.4M
1,416,339
清仓
ROST
ROSS STORES INC
-$118.5M
0
-100%
减持
ABBV
ABBVIE INC
-$115.0M
57,357
-91%
减持
AIG
AMERICAN INTL GROUP INC
-$113.3M
197,986
-89%
建仓
APP
APPLOVIN CORP
+$112.7M
347,908
增持
AVGO
BROADCOM INC
+$111.1M
1,354,977
+15%
减持
AMZN
AMAZON COM INC
+$110.5M
3,442,248
-1%
增持
CSX
CSX CORP
+$107.7M
3,369,281
+11685%
减持
MHO
M/I HOMES INC
-$104.0M
644,854
-42%
清仓
MTH
MERITAGE HOMES CORP
-$99.1M
0
-100%
增持
FIX
COMFORT SYS USA INC
+$98.9M
885,127
+25%
增持
TEAM
ATLASSIAN CORPORATION
+$98.1M
637,778
+77%
减持
CSGP
COSTAR GROUP INC
-$97.6M
75,081
-95%
增持
GEV
GE VERNOVA INC
+$95.9M
611,800
+48%
建仓
LRCX
LAM RESEARCH CORP
+$90.8M
1,256,870
建仓
NTRA
NATERA INC
+$84.8M
535,794
增持
KD
KYNDRYL HLDGS INC
+$84.6M
4,609,799
+41%
清仓
STZ
CONSTELLATION BRANDS INC
-$82.6M
0
-100%
建仓
TWLO
TWILIO INC
+$78.0M
721,627
减持
NVDA
NVIDIA CORPORATION
+$73.5M
7,399,837
-2%
清仓
NSIT
INSIGHT ENTERPRISES INC
-$72.9M
0
-100%
清仓
HUBB
HUBBELL INC
-$72.8M
0
-100%
增持
CRM
SALESFORCE INC
+$72.5M
597,103
+29%
减持
TDG
TRANSDIGM GROUP INC
-$71.9M
362,218
-3%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$71.7M
1,753,156
+81%
清仓
ZS
ZSCALER INC
-$68.3M
0
-100%
清仓
PHM
PULTE GROUP INC
-$66.5M
0
-100%
增持
CWST
CASELLA WASTE SYS INC
+$66.3M
1,520,303
+60%
建仓
EAT
BRINKER INTL INC
+$65.2M
492,816
减持
LPLA
LPL FINL HLDGS INC
+$65.1M
705,919
-1%
建仓
RKLB
ROCKET LAB USA INC
+$64.2M
2,521,277
增持
VRT
VERTIV HOLDINGS CO
+$63.3M
3,720,010
+3%
建仓
OKTA
OKTA INC
+$63.2M
802,426
清仓
AVTR
AVANTOR INC
-$63.1M
0
-100%
清仓
—
SENSATA TECHNOLOGIES HLDG PL
-$62.1M
0
-100%
建仓
TLN
TALEN ENERGY CORP
+$62.0M
307,497
减持
TOL
TOLL BROTHERS INC
-$61.2M
400,069
-45%
增持
LEGN
LEGEND BIOTECH CORP
-$59.6M
5,713,696
+13%
清仓
VKTX
VIKING THERAPEUTICS INC
-$58.9M
0
-100%
减持
—
MASIMO CORP
-$58.8M
768,858
-45%
减持
STAG
STAG INDL INC
-$56.6M
256,018
-85%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$56.6M
0
-100%
增持
PSTG
PURE STORAGE INC
+$56.5M
1,733,666
+74%
增持
UNH
UNITEDHEALTH GROUP INC
+$56.5M
329,064
+75%
清仓
CE
CELANESE CORP DEL
-$55.7M
0
-100%
增持
—
FABRINET
+$54.7M
411,422
+172%
建仓
—
WIX COM LTD
+$54.4M
253,593
清仓
ALAB
ASTERA LABS INC
-$52.0M
0
-100%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$51.3M
274,901
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$50.9M
216,126
减持
WING
WINGSTOP INC
-$50.7M
225,366
-18%
清仓
CCC
CCC INTELLIGENT SOLUTIONS HL
-$47.5M
0
-100%
建仓
ONTO
ONTO INNOVATION INC
+$46.7M
280,183
增持
INSM
INSMED INC
+$46.4M
938,551
+273%
减持
AXON
AXON ENTERPRISE INC
-$44.8M
714,870
-39%
减持
AAPL
APPLE INC
+$44.5M
3,655,031
-2%
减持
NFLX
NETFLIX INC
-$44.3M
200,346
-36%
增持
—
ICON PLC
-$43.6M
602,999
+2%
减持
UNP
UNION PAC CORP
-$43.1M
427,029
-25%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$42.9M
668,584
增持
AAON
AAON INC
+$42.7M
371,554
+3758%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$42.1M
324,801
清仓
—
MARQETA INC
-$41.0M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$40.9M
0
-100%
减持
MOG/A
MOOG INC
-$40.5M
314,439
-38%
建仓
DOCU
DOCUSIGN INC
+$39.5M
438,710
清仓
INVA
INNOVIVA INC
-$38.5M
0
-100%
增持
ORCL
ORACLE CORP
+$38.2M
831,545
+41%
增持
V
VISA INC
+$37.8M
899,652
+0%
增持
TSCO
TRACTOR SUPPLY CO
+$36.4M
848,342
+2768%
减持
AVY
AVERY DENNISON CORP
-$36.0M
395,054
-21%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$35.8M
1,908,976
-35%
增持
RMBS
RAMBUS INC DEL
+$35.4M
1,389,538
+54%
增持
OPCH
OPTION CARE HEALTH INC
-$34.7M
7,265,228
+12%
减持
MSFT
MICROSOFT CORP
-$34.4M
1,872,811
-2%
增持
AJG
GALLAGHER ARTHUR J & CO
+$33.8M
346,232
+51%
清仓
ENPH
ENPHASE ENERGY INC
-$33.7M
0
-100%
减持
CIEN
CIENA CORP
-$32.7M
31,750
-94%
增持
FLYW
FLYWIRE CORPORATION
+$32.3M
6,516,044
+5%
增持
FOUR
SHIFT4 PMTS INC
+$32.1M
1,551,549
+7%
减持
FICO
FAIR ISAAC CORP
-$31.9M
42,644
-29%
减持
ROKU
ROKU INC
-$31.4M
1,119,183
-27%
减持
PGR
PROGRESSIVE CORP
-$31.0M
748,166
-10%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$30.5M
522,663
-42%
清仓
WEX
WEX INC
-$30.4M
0
-100%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$29.8M
765,253
+45%
减持
NOW
SERVICENOW INC
+$28.2M
315,043
-8%
增持
LNTH
LANTHEUS HLDGS INC
-$27.5M
1,555,093
+2%
减持
FFIV
F5 INC
-$27.5M
286,165
-37%
清仓
CLS
CELESTICA INC
-$27.4M
0
-100%
建仓
PRIM
PRIMORIS SVCS CORP
+$27.0M
353,015
增持
ANF
ABERCROMBIE & FITCH CO
+$26.7M
667,113
+28%
增持
TXRH
TEXAS ROADHOUSE INC
+$26.6M
693,144
+24%
减持
—
NXP SEMICONDUCTORS N V
-$26.6M
273,836
-21%
清仓
—
EXPRO GROUP HOLDINGS NV
-$26.5M
0
-100%
增持
PLMR
PALOMAR HLDGS INC
+$25.3M
593,460
+50%
建仓
EXTR
EXTREME NETWORKS
+$24.9M
1,490,118
增持
VST
VISTRA CORP
+$24.9M
462,164
+41%
减持
APO
APOLLO GLOBAL MGMT INC
-$24.3M
412,887
-44%
增持
BAC
BANK AMERICA CORP
+$24.1M
2,194,025
+20%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$23.7M
4,714,610
+5%
减持
—
GLOBANT S A
-$23.1M
265,507
-34%
增持
MTB
M & T BK CORP
+$22.8M
252,901
+82%
增持
SAIA
SAIA INC
+$22.1M
339,784
+12%
减持
HUBS
HUBSPOT INC
+$22.0M
165,637
-6%
增持
KMPR
KEMPER CORP
+$21.4M
1,094,894
+31%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$20.7M
707,105
-0%
增持
ELF
E L F BEAUTY INC
+$19.4M
445,288
+33%
清仓
AAOI
APPLIED OPTOELECTRONICS INC
-$19.0M
0
-100%
增持
XENE
XENON PHARMACEUTICALS INC
+$19.0M
1,157,189
+73%
建仓
—
GENIUS SPORTS LIMITED
+$18.4M
2,128,978
建仓
SPXC
SPX TECHNOLOGIES INC
+$18.3M
126,036
建仓
UEC
URANIUM ENERGY CORP
+$17.5M
2,621,644
减持
EWBC
EAST WEST BANCORP INC
-$17.2M
269,750
-48%
增持
—
INTRA-CELLULAR THERAPIES INC
+$17.0M
1,218,728
+5%
增持
TER
TERADYNE INC
+$16.6M
487,841
+46%
增持
CHDN
CHURCHILL DOWNS INC
+$16.2M
894,209
+17%
增持
FLR
FLUOR CORP NEW
+$16.1M
1,123,948
+36%
增持
WTFC
WINTRUST FINL CORP
+$14.8M
325,495
+37%
清仓
—
WNS HLDGS LTD
-$14.7M
0
-100%
增持
—
SOLENO THERAPEUTICS INC
+$14.6M
881,460
+78%
减持
PODD
INSULET CORP
-$14.4M
617,796
-18%
减持
ARES
ARES MANAGEMENT CORPORATION
+$14.2M
953,770
-4%
增持
RRX
REGAL REXNORD CORPORATION
+$14.2M
1,138,781
+16%
增持
—
DAYFORCE INC
+$14.2M
589,564
+26%
增持
TGT
TARGET CORP
-$14.0M
684,053
+0%
减持
—
FLEX LTD
+$13.8M
2,900,838
-1%
增持
PRI
PRIMERICA INC
+$13.7M
240,130
+24%
减持
COIN
COINBASE GLOBAL INC
+$13.6M
290,306
-12%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$12.3M
648,292
-3%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$12.2M
1,311,619
+12%
减持
DDOG
DATADOG INC
+$12.2M
566,408
-5%
增持
DKNG
DRAFTKINGS INC NEW
+$12.1M
4,223,007
+14%
增持
NU
NU HLDGS LTD
-$12.0M
6,571,958
+12%
减持
KNSL
KINSALE CAP GROUP INC
-$11.9M
123,850
-17%
清仓
CDW
CDW CORP
-$11.4M
0
-100%
增持
—
MERUS N V
+$11.4M
993,157
+63%
增持
IOT
SAMSARA INC
-$11.3M
3,603,576
+3%
增持
PCVX
VAXCYTE INC
+$11.3M
2,566,759
+48%
