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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 28
增持 42
减持 58
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
VRT
VERTIV HOLDINGS CO
-$251.0M
2,377,572
-36%
减持
NVDA
NVIDIA CORPORATION
-$198.6M
7,336,654
-1%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$161.3M
0
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。
-100%
减持
AAPL
APPLE INC
-$159.8M
3,401,183
-7%
减持
—
FTAI AVIATION LTD
-$148.4M
1,892,451
-24%
建仓
HWM
HOWMET AEROSPACE INC
+$147.3M
1,135,059
增持
—
CHECK POINT SOFTWARE TECH LT
+$145.8M
864,717
+215%
减持
TSLA
TESLA INC
-$143.5M
474,720
-28%
清仓
FLYW
FLYWIRE CORPORATION
-$134.4M
0
-100%
减持
PCVX
VAXCYTE INC
-$128.7M
2,155,137
-16%
建仓
MDB
MONGODB INC
+$128.7M
733,787
减持
GOOGL
ALPHABET INC
-$122.9M
3,459,916
-0%
清仓
SQ
BLOCK INC
-$120.4M
0
-100%
增持
DKS
DICKS SPORTING GOODS INC
+$119.9M
630,566
+1899%
清仓
PTC
PTC INC
-$116.7M
0
-100%
建仓
IP
INTERNATIONAL PAPER CO
+$113.0M
2,117,805
减持
GPN
GLOBAL PMTS INC
-$106.5M
43,566
-96%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$101.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$101.4M
1,832,611
-2%
增持
AMZN
AMAZON COM INC
-$96.4M
3,462,676
+1%
减持
—
ASCENDIS PHARMA A/S
+$92.9M
5,479,259
-1%
清仓
TGT
TARGET CORP
-$92.5M
0
-100%
增持
FIX
COMFORT SYS USA INC
-$88.6M
889,639
+1%
清仓
MHO
M/I HOMES INC
-$85.7M
0
-100%
增持
EAT
BRINKER INTL INC
+$83.2M
995,713
+102%
减持
CHDN
CHURCHILL DOWNS INC
-$80.9M
346,452
-61%
建仓
COR
CENCORA INC
+$80.4M
288,969
增持
AVGO
BROADCOM INC
-$80.0M
1,398,303
+3%
增持
NOW
SERVICENOW INC
-$79.0M
320,284
+2%
建仓
—
BIRKENSTOCK HOLDING PLC
+$72.1M
1,572,685
建仓
SFM
SPROUTS FMRS MKT INC
+$71.7M
469,725
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$71.0M
1,341,092
减持
KD
KYNDRYL HLDGS INC
-$68.1M
2,911,964
-37%
减持
FFIV
F5 INC
-$68.0M
14,770
-95%
建仓
BMI
BADGER METER INC
+$65.4M
344,010
减持
FOUR
SHIFT4 PMTS INC
-$64.1M
1,186,149
-24%
清仓
WING
WINGSTOP INC
-$64.0M
0
-100%
减持
—
ICON PLC
-$63.1M
361,912
-40%
增持
AXON
AXON ENTERPRISE INC
+$63.1M
927,801
+30%
减持
ANF
ABERCROMBIE & FITCH CO
-$63.1M
479,651
-28%
清仓
HAE
HAEMONETICS CORP MASS
-$62.9M
0
-100%
减持
RRX
REGAL REXNORD CORPORATION
-$62.7M
1,001,177
-12%
建仓
HOOD
ROBINHOOD MKTS INC
+$58.9M
1,415,103
清仓
COO
COOPER COS INC
-$58.1M
0
-100%
减持
CSX
CSX CORP
-$57.1M
1,753,021
-48%
减持
LSPD
LIGHTSPEED COMMERCE INC
-$56.5M
21,665
-99%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$56.2M
721,904
-27%
清仓
ELF
E L F BEAUTY INC
-$55.9M
0
-100%
减持
—
NXP SEMICONDUCTORS N V
-$55.8M
5,948
-98%
建仓
BRZE
BRAZE INC
+$54.6M
1,514,513
减持
BIO
BIO RAD LABS INC
-$54.1M
134,671
-49%
建仓
MWA
MUELLER WTR PRODS INC
+$53.9M
2,118,561
建仓
—
WNS HLDGS LTD
+$51.7M
840,983
清仓
TOL
TOLL BROTHERS INC
-$50.4M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$49.9M
655,367
-18%
建仓
HQY
HEALTHEQUITY INC
+$49.8M
563,389
增持
LEGN
LEGEND BIOTECH CORP
+$48.8M
6,917,567
+21%
建仓
CART
MAPLEBEAR INC
+$48.6M
1,219,320
增持
EWBC
EAST WEST BANCORP INC
+$47.5M
817,306
+203%
建仓
MKC
MCCORMICK & CO INC
+$47.1M
571,698
增持
—
SOLENO THERAPEUTICS INC
+$46.9M
1,211,245
+37%
建仓
HLI
HOULIHAN LOKEY INC
+$46.2M
286,288
减持
TTD
THE TRADE DESK INC
-$45.7M
712,098
-1%
建仓
SMTC
SEMTECH CORP
+$45.5M
1,322,351
减持
GEV
GE VERNOVA INC
-$44.7M
512,767
-16%
增持
LLY
ELI LILLY & CO
+$44.0M
258,952
+18%
清仓
AAON
AAON INC
-$43.7M
0
-100%
增持
BAC
BANK AMERICA CORP
+$43.1M
3,344,496
+52%
减持
UNH
UNITEDHEALTH GROUP INC
-$42.8M
236,174
-28%
增持
INSM
INSMED INC
+$42.5M
1,406,609
+50%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$42.4M
0
-100%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
-$41.5M
303,672
-86%
增持
LPLA
LPL FINL HLDGS INC
+$41.1M
830,099
+18%
减持
ORCL
ORACLE CORP
-$40.9M
698,726
-16%
建仓
—
SPOTIFY TECHNOLOGY S A
+$40.8M
74,210
减持
MTB
M & T BK CORP
-$40.5M
39,657
-84%
建仓
TECH
BIO-TECHNE CORP
+$39.7M
676,408
增持
—
GLOBANT S A
+$39.7M
820,445
+209%
清仓
DOCU
DOCUSIGN INC
-$39.5M
0
-100%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$39.1M
0
-100%
减持
PSTG
PURE STORAGE INC
-$37.5M
1,557,874
-10%
减持
TSCO
TRACTOR SUPPLY CO
-$37.5M
136,377
-84%
增持
RVMD
REVOLUTION MEDICINES INC
+$37.4M
1,064,046
+18249%
建仓
SLAB
SILICON LABORATORIES INC
+$37.2M
330,897
减持
LRCX
LAM RESEARCH CORP
-$37.2M
736,520
-41%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$36.8M
1,078,233
+61%
清仓
RVLV
REVOLVE GROUP INC
-$35.7M
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$35.4M
875,743
减持
APP
APPLOVIN CORP
-$33.9M
297,188
-15%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$33.6M
0
-100%
增持
V
VISA INC
+$32.6M
904,397
+1%
减持
KNSL
KINSALE CAP GROUP INC
-$32.5M
51,624
-58%
清仓
—
ONESTREAM INC
-$30.2M
0
-100%
减持
TRU
TRANSUNION
-$29.5M
830,028
-22%
建仓
ALAB
ASTERA LABS INC
+$27.9M
467,080
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$27.1M
4,820,701
+2%
清仓
OSCR
OSCAR HEALTH INC
-$26.9M
0
-100%
减持
—
FABRINET
-$25.9M
327,137
-20%
建仓
FORM
FORMFACTOR INC
+$25.8M
913,330
建仓
COHR
COHERENT CORP
+$25.7M
395,504
清仓
—
ICHOR HOLDINGS
-$25.5M
0
-100%
减持
VST
VISTRA CORP
-$24.7M
332,342
-28%
增持
SAIA
SAIA INC
-$24.3M
373,503
+10%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$24.3M
605,805
减持
MOG/A
MOOG INC
-$24.2M
217,368
-31%
减持
ITT
ITT INC
-$24.1M
635,419
-14%
减持
OPCH
OPTION CARE HEALTH INC
-$23.7M
4,144,537
-43%
减持
—
AXALTA COATING SYS LTD
-$23.6M
1,712,448
-27%
减持
IOT
SAMSARA INC
-$22.4M
3,523,390
-2%
减持
COIN
COINBASE GLOBAL INC
-$22.3M
288,763
-1%
减持
PGR
PROGRESSIVE CORP
+$22.3M
712,249
-5%
增持
PLMR
PALOMAR HLDGS INC
+$22.1M
618,598
+4%
减持
ONTO
ONTO INNOVATION INC
-$22.0M
203,566
-27%
减持
TDG
TRANSDIGM GROUP INC
-$21.7M
316,162
-13%
增持
—
MERUS N V
+$21.4M
1,501,220
+51%
减持
VECO
VEECO INSTRS INC DEL
-$21.1M
1,059,504
-33%
增持
NFLX
NETFLIX INC
+$20.9M
213,903
+7%
增持
HUBS
HUBSPOT INC
-$20.2M
166,657
+1%
减持
PODD
INSULET CORP
-$19.9M
538,247
-13%
建仓
WGS
GENEDX HOLDINGS CORP
+$19.7M
222,477
清仓
ENSG
ENSIGN GROUP INC
-$19.6M
0
-100%
减持
TPR
TAPESTRY INC
+$18.1M
3,601,314
-0%
增持
TW
TRADEWEB MKTS INC
+$18.1M
630,032
+9%
减持
—
SHARKNINJA INC
-$18.0M
1,229,784
-1%
增持
RKLB
ROCKET LAB USA INC
-$18.0M
2,586,532
+3%
增持
DT
DYNATRACE INC
-$17.6M
2,910,553
+2%
增持
DDOG
DATADOG INC
-$17.4M
640,549
+13%
减持
RMBS
RAMBUS INC DEL
-$17.1M
1,089,081
-22%
增持
DKNG
DRAFTKINGS INC NEW
-$16.8M
4,225,024
+0%
减持
—
FLEX LTD
-$16.3M
2,873,012
-1%
减持
TLN
TALEN ENERGY CORP
-$16.1M
229,674
-25%
增持
LNTH
LANTHEUS HLDGS INC
+$16.0M
1,589,145
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$15.9M
1,898,437
-1%
增持
OWL
BLUE OWL CAPITAL INC
-$15.5M
5,553,781
+2%
增持
BWIN
THE BALDWIN INSURANCE GRP IN
+$15.3M
1,076,847
+27%
增持
DXCM
DEXCOM INC
-$15.3M
2,447,743
+4%
建仓
ANET
ARISTA NETWORKS INC
+$15.2M
196,534
减持
—
MASIMO CORP
-$15.2M
671,479
-13%
减持
AVNT
AVIENT CORPORATION
-$15.1M
1,475,318
-14%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$15.0M
1,434,770
+9%
建仓
MARA
MARA HOLDINGS INC
+$14.8M
1,287,869
增持
FLR
FLUOR CORP NEW
-$14.5M
1,142,294
+2%
增持
GKOS
GLAUKOS CORP
-$14.3M
1,084,184
+34%
增持
WSC
WILLSCOT HLDGS CORP
-$14.2M
2,803,085
+2%
增持
BCYC
BICYCLE THERAPEUTICS PLC
-$14.0M
2,657,305
+2%
增持
TER
TERADYNE INC
-$14.0M
574,467
+18%
减持
AJG
GALLAGHER ARTHUR J & CO
+$13.8M
324,635
-6%
增持
PRI
PRIMERICA INC
+$13.4M
276,225
+15%
减持
S
SENTINELONE INC
-$13.4M
3,286,406
-0%
增持
NTRA
NATERA INC
+$12.9M
691,341
+29%
