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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 43
减持 53
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$396.9M
7,545,345
+3%
增持
FIX
COMFORT SYS USA INC
+$215.4M
936,412
+5%
增持
HWM
HOWMET AEROSPACE INC
+$209.4M
1,915,955
+69%
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。
减持
MSFT
MICROSOFT CORP
+$186.2M
1,757,424
-4%
增持
VRT
VERTIV HOLDINGS CO
+$167.0M
2,637,409
+11%
减持
AXON
AXON ENTERPRISE INC
+$166.2M
790,079
-15%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$159.3M
7,026
-100%
建仓
AZO
AUTOZONE INC
+$141.7M
38,182
增持
NFLX
NETFLIX INC
+$137.9M
251,923
+18%
减持
AVGO
BROADCOM INC
+$134.2M
1,336,142
-4%
增持
—
FABRINET
+$130.9M
663,310
+103%
清仓
DKS
DICKS SPORTING GOODS INC
-$127.1M
0
-100%
增持
AMAT
APPLIED MATLS INC
+$126.4M
694,431
+13361%
建仓
RBLX
ROBLOX CORP
+$120.0M
1,141,073
减持
META
META PLATFORMS INC
+$115.7M
858,402
-4%
减持
TEAM
ATLASSIAN CORPORATION
-$114.4M
205,968
-72%
建仓
—
ROYAL CARIBBEAN GROUP
+$110.4M
352,525
增持
ROL
ROLLINS INC
+$100.9M
1,878,134
+1923%
清仓
—
FLEX LTD
-$95.0M
0
-100%
建仓
DASH
DOORDASH INC
+$90.8M
368,152
增持
HEI/A
HEICO CORP NEW
+$89.2M
361,062
+1694%
建仓
NET
CLOUDFLARE INC
+$87.9M
448,696
减持
—
ASCENDIS PHARMA A/S
+$86.9M
5,451,401
-1%
增持
—
MASIMO CORP
+$86.8M
1,181,203
+76%
增持
BMI
BADGER METER INC
+$84.7M
612,809
+78%
建仓
RKLB
ROCKET LAB CORP
+$84.6M
2,365,048
建仓
SNOW
SNOWFLAKE INC
+$83.6M
373,623
减持
SAIA
SAIA INC
-$83.1M
173,095
-54%
增持
HQY
HEALTHEQUITY INC
+$82.8M
1,265,208
+125%
减持
GOOGL
ALPHABET INC
-$81.8M
2,571,637
-26%
减持
PGR
PROGRESSIVE CORP
-$81.4M
450,331
-37%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$80.9M
440,726
增持
IT
GARTNER INC
+$80.0M
212,927
+1382%
增持
SMTC
SEMTECH CORP
+$78.5M
2,747,260
+108%
减持
APP
APPLOVIN CORP
-$78.3M
1,284
-100%
清仓
SPGI
S&P GLOBAL INC
-$76.9M
0
-100%
增持
EAT
BRINKER INTL INC
+$74.6M
1,236,583
+24%
减持
PODD
INSULET CORP
-$74.5M
212,749
-60%
建仓
PINS
PINTEREST INC
+$71.2M
1,986,093
清仓
NU
NU HLDGS LTD
-$66.6M
0
-100%
建仓
VEEV
VEEVA SYS INC
+$65.2M
226,569
建仓
PWR
QUANTA SVCS INC
+$64.3M
170,057
清仓
DDOG
DATADOG INC
-$63.5M
0
-100%
增持
TOST
TOAST INC
+$63.4M
1,602,654
+597%
增持
VST
VISTRA CORP
+$61.6M
519,286
+56%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$60.4M
677,730
+110%
减持
MDB
MONGODB INC
-$60.4M
325,233
-56%
增持
BAC
BANK AMERICA CORP
+$60.0M
4,217,760
+26%
清仓
S
SENTINELONE INC
-$59.7M
0
-100%
建仓
CVLT
COMMVAULT SYS INC
+$58.2M
333,753
建仓
SNPS
SYNOPSYS INC
+$55.7M
108,571
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$55.2M
612,389
清仓
LRCX
LAM RESEARCH CORP
-$53.5M
0
-100%
清仓
CYTK
CYTOKINETICS INC
-$52.7M
0
-100%
建仓
FITB
FIFTH THIRD BANCORP
+$52.6M
1,279,918
减持
UNH
UNITEDHEALTH GROUP INC
-$51.9M
230,033
-3%
清仓
—
WNS HLDGS LTD
-$51.7M
0
-100%
减持
NOW
SERVICENOW INC
+$51.7M
298,276
-7%
建仓
—
VERONA PHARMA PLC
+$51.1M
539,813
减持
ORCL
ORACLE CORP
+$50.7M
678,940
-3%
减持
AVY
AVERY DENNISON CORP
-$50.1M
113,903
-71%
清仓
COIN
COINBASE GLOBAL INC
-$49.7M
0
-100%
建仓
BURL
BURLINGTON STORES INC
+$49.7M
213,644
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$48.5M
1,598,349
+114%
建仓
AFRM
AFFIRM HLDGS INC
+$48.3M
698,779
清仓
TER
TERADYNE INC
-$47.5M
0
-100%
建仓
XPO
XPO INC
+$47.4M
375,621
减持
—
CHECK POINT SOFTWARE TECH LT
-$46.9M
678,958
-21%
减持
TPR
TAPESTRY INC
+$46.7M
3,419,245
-5%
清仓
RKLB
ROCKET LAB USA INC
-$46.2M
0
-100%
减持
OPCH
OPTION CARE HEALTH INC
-$45.4M
3,061,474
-26%
建仓
CLH
CLEAN HARBORS INC
+$44.4M
192,259
增持
—
MERUS N V
+$44.2M
2,042,388
+36%
建仓
ENTG
ENTEGRIS INC
+$44.0M
545,688
增持
COHR
COHERENT CORP
+$43.4M
774,235
+96%
减持
—
MONDAY COM LTD
+$41.5M
646,320
-3%
减持
DXCM
DEXCOM INC
+$40.6M
2,380,238
-3%
增持
APO
APOLLO GLOBAL MGMT INC
+$40.5M
761,721
+54%
减持
TECH
BIO-TECHNE CORP
-$39.2M
9,570
-99%
清仓
—
CHAMPIONX CORPORATION
-$39.1M
0
-100%
清仓
TTD
THE TRADE DESK INC
-$39.0M
0
-100%
建仓
INTA
INTAPP INC
+$38.7M
748,884
增持
AAPL
APPLE INC
-$38.6M
3,494,184
+3%
清仓
CHDN
CHURCHILL DOWNS INC
-$38.5M
0
-100%
清仓
MOG/A
MOOG INC
-$37.7M
0
-100%
清仓
SLAB
SILICON LABORATORIES INC
-$37.2M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$37.1M
0
-100%
增持
—
SHARKNINJA INC
+$36.5M
1,404,751
+14%
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$35.9M
1,190,584
增持
WGS
GENEDX HOLDINGS CORP
+$34.7M
589,188
+165%
清仓
—
DAYFORCE INC
-$34.3M
0
-100%
减持
V
VISA INC
-$34.2M
796,463
-12%
增持
KEY
KEYCORP
+$34.0M
4,678,788
+58%
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$33.8M
1,982,653
减持
CRM
SALESFORCE INC
-$33.5M
647,474
-17%
建仓
TRGP
TARGA RES CORP
+$33.3M
191,069
增持
—
SOLENO THERAPEUTICS INC
+$33.2M
1,429,756
+18%
减持
LNTH
LANTHEUS HLDGS INC
-$32.7M
1,495,072
-6%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$32.2M
0
-100%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$31.9M
1,629,468
+22%
增持
KNSL
KINSALE CAP GROUP INC
+$31.7M
117,394
+127%
增持
PRIM
PRIMORIS SVCS CORP
+$30.2M
654,223
+80%
减持
FOUR
SHIFT4 PMTS INC
-$29.9M
676,228
-43%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$29.2M
709,433
-2%
建仓
IONQ
IONQ INC
+$28.9M
671,627
减持
TW
TRADEWEB MKTS INC
-$28.0M
447,615
-29%
清仓
ALAB
ASTERA LABS INC
-$27.9M
0
-100%
增持
CLS
CELESTICA INC
+$27.9M
256,447
+66%
减持
INSM
INSMED INC
+$27.5M
1,339,288
-5%
增持
—
SPOTIFY TECHNOLOGY S A
+$27.4M
88,931
+20%
减持
DKNG
DRAFTKINGS INC NEW
-$26.9M
2,643,325
-37%
清仓
FORM
FORMFACTOR INC
-$25.8M
0
-100%
增持
LLY
ELI LILLY & CO
+$25.8M
307,493
+19%
增持
DT
DYNATRACE INC
+$25.7M
2,951,726
+1%
减持
EWBC
EAST WEST BANCORP INC
-$25.7M
471,928
-42%
减持
HUBS
HUBSPOT INC
-$25.4M
125,407
-25%
减持
PR
PERMIAN RESOURCES CORP
-$24.8M
3,348,130
-34%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$24.6M
528,378
-13%
增持
RVMD
REVOLUTION MEDICINES INC
+$23.1M
1,649,404
+55%
减持
HOOD
ROBINHOOD MKTS INC
-$23.0M
382,981
-73%
减持
JBHT
HUNT J B TRANS SVCS INC
-$22.8M
312,949
-32%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$22.6M
580,313
-11%
减持
PLMR
PALOMAR HLDGS INC
-$21.9M
407,936
-34%
减持
LPLA
LPL FINL HLDGS INC
+$21.8M
782,232
-6%
减持
ARES
ARES MANAGEMENT CORPORATION
+$21.4M
1,078,769
-4%
减持
AMZN
AMAZON COM INC
+$21.4M
3,100,452
-10%
清仓
VECO
VEECO INSTRS INC DEL
-$21.3M
0
-100%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$21.1M
1,504,787
-20%
增持
ITT
ITT INC
+$21.0M
657,250
+3%
减持
TWLO
TWILIO INC
+$20.1M
806,789
-1%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$19.9M
290,570
-53%
减持
WDC
WESTERN DIGITAL CORP
+$19.8M
862,236
-2%
增持
NXT
NEXTRACKER INC
+$19.2M
1,317,564
+6%
增持
CART
MAPLEBEAR INC
+$18.4M
1,482,228
+22%
增持
PCVX
VAXCYTE INC
+$18.4M
3,068,898
+42%
建仓
LRN
STRIDE INC
+$18.4M
126,656
清仓
EXTR
EXTREME NETWORKS
-$18.1M
0
-100%
减持
ROKU
ROKU INC
+$17.7M
1,097,707
-2%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$17.3M
471,627
-21%
减持
TSLA
TESLA INC
+$16.2M
438,413
-8%
减持
MSCI
MSCI INC
-$16.1M
144,360
-18%
增持
HLI
HOULIHAN LOKEY INC
+$15.9M
345,524
+21%
减持
GEV
GE VERNOVA INC
+$15.6M
325,288
-37%
建仓
CALX
CALIX INC
+$15.5M
291,149
减持
NTRA
NATERA INC
+$15.4M
669,889
-3%
增持
TXRH
TEXAS ROADHOUSE INC
+$15.3M
705,622
+1%
清仓
ANET
ARISTA NETWORKS INC
-$15.2M
0
-100%
清仓
MARA
MARA HOLDINGS INC
-$14.8M
0
-100%
减持
ROK
ROCKWELL AUTOMATION INC
+$14.5M
214,680
-2%
增持
GKOS
GLAUKOS CORP
+$13.9M
1,167,853
+8%
