小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 31
增持 43
减持 48
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
MRVL
MARVELL TECHNOLOGY INC
+$219.6M
2,611,958
减持
FIX
COMFORT SYS USA INC
+$185.4M
833,195
-11%
清仓
CRM
SALESFORCE INC
-$176.6M
0
-100%
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
EAT
BRINKER INTL INC
-$170.3M
416,056
-66%
减持
TDG
TRANSDIGM GROUP INC
-$153.8M
217,897
-25%
清仓
BMI
BADGER METER INC
-$150.1M
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$141.7M
1,675,282
减持
—
FABRINET
-$136.0M
163,002
-75%
增持
—
FTAI AVIATION LTD
+$135.1M
2,130,241
+11%
清仓
TXRH
TEXAS ROADHOUSE INC
-$132.2M
0
-100%
减持
AAPL
APPLE INC
+$132.2M
3,334,545
-5%
减持
AXON
AXON ENTERPRISE INC
-$130.9M
729,152
-8%
减持
—
CHECK POINT SOFTWARE TECH LT
-$129.6M
99,472
-85%
清仓
AMAT
APPLIED MATLS INC
-$127.1M
0
-100%
清仓
LNTH
LANTHEUS HLDGS INC
-$122.4M
0
-100%
减持
AMZN
AMAZON COM INC
-$122.1M
2,541,729
-18%
清仓
PGR
PROGRESSIVE CORP
-$120.2M
0
-100%
增持
SMTC
SEMTECH CORP
+$117.5M
3,380,373
+23%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$109.7M
606,450
+8532%
清仓
APO
APOLLO GLOBAL MGMT INC
-$108.1M
0
-100%
减持
—
ASCENDIS PHARMA A/S
+$104.8M
5,259,909
-4%
建仓
KRMN
KARMAN HLDGS INC
+$102.9M
1,425,576
减持
LPLA
LPL FINL HLDGS INC
-$101.9M
575,462
-26%
减持
ROL
ROLLINS INC
-$100.1M
100,660
-95%
清仓
—
GLOBANT S A
-$100.0M
0
-100%
增持
—
MERUS N V
+$93.3M
2,132,489
+4%
减持
GOOGL
ALPHABET INC
+$92.5M
2,244,650
-13%
清仓
UNP
UNION PAC CORP
-$92.1M
0
-100%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$91.9M
1,005,816
增持
CVLT
COMMVAULT SYS INC
+$90.2M
786,175
+136%
增持
COHR
COHERENT CORP
+$89.6M
1,472,963
+90%
建仓
—
TOPBUILD CORP
+$88.0M
225,029
建仓
KKR
KKR & CO INC
+$87.4M
672,895
增持
PSTG
PURE STORAGE INC
+$87.3M
1,751,558
+69%
清仓
KMPR
KEMPER CORP
-$84.6M
0
-100%
减持
IT
GARTNER INC
-$82.3M
14,375
-93%
增持
PRIM
PRIMORIS SVCS CORP
+$79.1M
947,308
+45%
清仓
SFM
SPROUTS FMRS MKT INC
-$78.8M
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$75.4M
370,359
建仓
ADMA
ADMA BIOLOGICS INC
+$74.9M
5,106,802
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$74.7M
616,032
建仓
WYNN
WYNN RESORTS LTD
+$73.6M
573,694
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$72.9M
550,825
减持
META
META PLATFORMS INC
-$69.8M
767,657
-11%
增持
—
MONDAY COM LTD
-$69.0M
693,319
+7%
建仓
RH
RH
+$67.6M
332,901
减持
NOW
SERVICENOW INC
-$67.4M
260,002
-13%
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$66.9M
422,455
清仓
TW
TRADEWEB MKTS INC
-$65.5M
0
-100%
减持
CART
MAPLEBEAR INC
-$65.2M
51,381
-97%
减持
INSM
INSMED INC
-$64.5M
487,927
-64%
建仓
GL
GLOBE LIFE INC
+$61.6M
430,642
清仓
—
WIX COM LTD
-$61.2M
0
-100%
减持
NFLX
NETFLIX INC
-$60.8M
230,648
-8%
减持
KD
KYNDRYL HLDGS INC
-$60.2M
1,315,656
-45%
建仓
IDXX
IDEXX LABS INC
+$60.1M
94,129
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$59.4M
0
-100%
减持
—
SOLENO THERAPEUTICS INC
-$59.0M
899,157
-37%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$58.3M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$57.9M
92,163
-36%
建仓
JBL
JABIL INC
+$57.8M
266,147
建仓
TTMI
TTM TECHNOLOGIES INC
+$57.3M
994,282
清仓
OKTA
OKTA INC
-$57.0M
0
-100%
增持
RVMD
REVOLUTION MEDICINES INC
+$56.7M
2,513,967
+52%
清仓
WDC
WESTERN DIGITAL CORP
-$55.2M
0
-100%
增持
AZO
AUTOZONE INC
+$54.6M
45,770
+20%
清仓
—
AXALTA COATING SYS LTD
-$53.7M
0
-100%
建仓
IMAX
IMAX CORP
+$53.1M
1,622,625
减持
DXCM
DEXCOM INC
-$52.2M
2,312,210
-3%
清仓
MWA
MUELLER WTR PRODS INC
-$52.1M
0
-100%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$51.1M
696,706
清仓
—
VERONA PHARMA PLC
-$51.1M
0
-100%
建仓
STEP
STEPSTONE GROUP INC
+$50.9M
778,728
增持
RRX
REGAL REXNORD CORPORATION
+$49.1M
1,221,730
+40%
建仓
FNB
F N B CORP
+$48.1M
2,985,673
清仓
CPRT
COPART INC
-$47.5M
0
-100%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$47.3M
436,496
-38%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$46.4M
4,322
-99%
增持
SNOW
SNOWFLAKE INC
+$46.1M
574,955
+54%
建仓
COCO
VITA COCO CO INC
+$45.1M
1,062,761
建仓
SLAB
SILICON LABORATORIES INC
+$44.9M
342,310
增持
RBLX
ROBLOX CORP
+$44.7M
1,189,575
+4%
增持
XPO
XPO INC
+$42.4M
694,714
+85%
清仓
MKC
MCCORMICK & CO INC
-$42.2M
0
-100%
清仓
FLR
FLUOR CORP NEW
-$42.0M
0
-100%
清仓
ANF
ABERCROMBIE & FITCH CO
-$41.9M
0
-100%
减持
V
VISA INC
-$41.8M
705,767
-11%
建仓
—
NIQ GLOBAL INTELLIGENCE PLC
+$41.3M
2,631,896
减持
TWLO
TWILIO INC
-$41.1M
591,367
-27%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$41.0M
3,095,058
+160%
减持
TSLA
TESLA INC
+$40.5M
404,220
-8%
建仓
RDNT
RADNET INC
+$40.1M
525,820
清仓
CLS
CELESTICA INC
-$40.0M
0
-100%
建仓
MKSI
MKS INC.
+$40.0M
323,364
增持
—
GENIUS SPORTS LIMITED
+$39.1M
5,850,083
+83%
清仓
INTA
INTAPP INC
-$38.7M
0
-100%
建仓
ALAB
ASTERA LABS INC
+$37.7M
192,614
增持
PWR
QUANTA SVCS INC
+$37.4M
245,506
+44%
建仓
FORM
FORMFACTOR INC
+$37.4M
1,026,657
增持
HWM
HOWMET AEROSPACE INC
+$37.3M
2,007,453
+5%
减持
DKNG
DRAFTKINGS INC NEW
-$35.6M
2,080,438
-21%
减持
WSC
WILLSCOT HLDGS CORP
-$35.1M
2,049,820
-28%
增持
PCVX
VAXCYTE INC
+$34.7M
3,732,715
+22%
减持
TOST
TOAST INC
-$33.2M
1,034,305
-35%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$32.9M
817,026
+33%
增持
RKLB
ROCKET LAB CORP
+$32.2M
2,437,820
+3%
增持
NXT
NEXTRACKER INC
+$31.8M
1,398,057
+6%
减持
LEGN
LEGEND BIOTECH CORP
-$31.0M
6,094,486
-6%
增持
HQY
HEALTHEQUITY INC
+$30.1M
1,716,658
+36%
减持
FICO
FAIR ISAAC CORP
-$28.7M
32,468
-23%
减持
LLY
ELI LILLY & CO
-$28.3M
277,005
-10%
增持
DSGX
DESCARTES SYS GROUP INC
+$28.3M
1,001,331
+54%
减持
OWL
BLUE OWL CAPITAL INC
-$27.4M
4,228,444
-18%
增持
CALX
CALIX INC
+$26.5M
684,096
+135%
增持
ONTO
ONTO INNOVATION INC
+$25.9M
474,530
+35%
增持
PLMR
PALOMAR HLDGS INC
+$23.3M
738,528
+81%
减持
OPCH
OPTION CARE HEALTH INC
-$22.9M
2,757,858
-10%
减持
TPR
TAPESTRY INC
-$22.8M
2,450,671
-28%
增持
CWST
CASELLA WASTE SYS INC
-$22.8M
1,647,907
+6%
减持
ARES
ARES MANAGEMENT CORPORATION
-$22.5M
1,027,589
-5%
减持
BWIN
THE BALDWIN INSURANCE GRP IN
-$22.3M
1,071,136
-13%
减持
NVDA
NVIDIA CORPORATION
+$22.0M
6,507,165
-14%
增持
PRCT
PROCEPT BIOROBOTICS CORP
-$21.8M
1,970,147
+23%
增持
HLI
HOULIHAN LOKEY INC
+$21.2M
406,306
+18%
增持
COR
CENCORA INC
+$21.2M
325,660
+21%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$20.9M
87,908
-53%
增持
SAIA
SAIA INC
+$20.8M
227,908
+32%
建仓
—
NXP SEMICONDUCTORS N V
+$20.5M
89,996
减持
NTRA
NATERA INC
-$20.5M
575,802
-14%
减持
ORCL
ORACLE CORP
+$20.4M
600,197
-12%
增持
GKOS
GLAUKOS CORP
-$20.2M
1,231,641
+5%
减持
AJG
GALLAGHER ARTHUR J & CO
-$20.0M
267,709
-17%
清仓
AVY
AVERY DENNISON CORP
-$20.0M
0
-100%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$19.9M
472,841
-11%
增持
—
BIRKENSTOCK HOLDING PLC
+$19.5M
2,254,493
+34%
增持
FITB
FIFTH THIRD BANCORP
+$19.5M
1,619,948
+27%
增持
—
ICON PLC
+$19.1M
396,354
+15%
增持
LECO
LINCOLN ELEC HLDGS INC
+$18.4M
282,963
+21%
清仓
LRN
STRIDE INC
-$18.4M
0
-100%
增持
TRU
TRANSUNION
+$17.7M
1,180,154
+28%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$17.2M
359,439
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$17.1M
378,565
-14%
增持
BRZE
BRAZE INC
+$17.0M
2,177,953
+36%
减持
AVGO
BROADCOM INC
+$16.5M
1,166,362
-13%
减持
FOUR
SHIFT4 PMTS INC
-$16.4M
653,828
-3%
增持
DASH
DOORDASH INC
+$16.3M
393,628
+7%
增持
MSCI
MSCI INC
+$16.2M
175,347
+21%
建仓
PTRN
PATTERN GROUP INC
+$15.6M
1,135,879
增持
NET
CLOUDFLARE INC
+$15.3M
480,850
+7%
减持
—
89BIO INC
+$15.3M
3,291,369
-2%
