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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 20
增持 67
减持 37
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
TDG
TRANSDIGM GROUP INC
-$265.7M
16,193
-93%
清仓
—
MERUS N V
-$200.8M
0
-100%
建仓
ABVX
ABIVAX SA
+$136.2M
1,009,966
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
GOOGL
ALPHABET INC
+$136.2M
2,178,478
-3%
减持
—
MONDAY COM LTD
-$132.2M
13,955
-98%
建仓
APG
API GROUP CORP
+$132.1M
3,453,355
减持
META
META PLATFORMS INC
-$131.2M
655,283
-15%
减持
RBLX
ROBLOX CORP
-$127.4M
461,670
-61%
增持
NFLX
NETFLIX INC
-$126.7M
1,597,547
+593%
增持
AME
AMETEK INC
+$117.4M
900,216
+151%
增持
RVMD
REVOLUTION MEDICINES INC
+$109.2M
2,845,013
+13%
建仓
BROS
DUTCH BROS INC
+$108.9M
1,779,616
清仓
IP
INTERNATIONAL PAPER CO
-$108.6M
0
-100%
增持
—
FTAI AVIATION LTD
+$107.3M
2,350,625
+10%
减持
NVDA
NVIDIA CORPORATION
-$104.2M
5,951,049
-9%
增持
FITB
FIFTH THIRD BANCORP
+$103.2M
3,746,926
+131%
清仓
GKOS
GLAUKOS CORP
-$100.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$99.2M
1,621,219
-5%
增持
MKSI
MKS INC.
+$94.2M
839,773
+160%
增持
ABBV
ABBVIE INC
+$94.1M
419,784
+5195%
增持
LLY
ELI LILLY & CO
+$86.9M
277,549
+0%
清仓
COST
COSTCO WHSL CORP NEW
-$85.3M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$83.2M
154,585
-75%
增持
TEAM
ATLASSIAN CORPORATION
+$80.2M
812,215
+152%
增持
HUBS
HUBSPOT INC
+$78.6M
352,154
+162%
减持
ORCL
ORACLE CORP
-$76.3M
474,397
-21%
增持
WGS
GENEDX HOLDINGS CORP
+$73.8M
1,018,261
+87%
增持
DHR
DANAHER CORPORATION
+$72.6M
321,487
+6391%
增持
NTRA
NATERA INC
+$71.0M
714,692
+24%
建仓
CELH
CELSIUS HLDGS INC
+$70.6M
1,544,215
清仓
PRCT
PROCEPT BIOROBOTICS CORP
-$70.3M
0
-100%
建仓
LGN
LEGENCE CORP
+$69.4M
1,613,326
减持
—
ICON PLC
-$68.9M
2,534
-99%
建仓
—
GARMIN LTD
+$68.1M
335,744
清仓
RH
RH
-$67.6M
0
-100%
增持
FFIV
F5 INC
+$66.6M
281,299
+1634%
建仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$65.9M
4,060,481
清仓
PINS
PINTEREST INC
-$65.1M
0
-100%
清仓
VEEV
VEEVA SYS INC
-$64.9M
0
-100%
增持
LEGN
LEGEND BIOTECH CORP
-$64.7M
6,164,677
+1%
增持
RKLB
ROCKET LAB CORP
+$64.1M
2,592,443
+6%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$63.8M
0
-100%
减持
FIX
COMFORT SYS USA INC
-$63.3M
668,835
-20%
建仓
ZS
ZSCALER INC
+$63.2M
280,807
减持
SMTC
SEMTECH CORP
-$61.1M
2,448,612
-28%
增持
HWM
HOWMET AEROSPACE INC
+$61.0M
2,219,125
+11%
清仓
—
SOLENO THERAPEUTICS INC
-$60.8M
0
-100%
清仓
KNSL
KINSALE CAP GROUP INC
-$60.4M
0
-100%
建仓
MCO
MOODYS CORP
+$60.4M
118,321
减持
—
ASCENDIS PHARMA A/S
+$60.1M
5,185,696
-1%
减持
DXCM
DEXCOM INC
-$60.0M
1,439,689
-38%
清仓
TWLO
TWILIO INC
-$59.2M
0
-100%
建仓
PKG
PACKAGING CORP AMER
+$58.8M
284,914
清仓
—
SPOTIFY TECHNOLOGY S A
-$58.6M
0
-100%
建仓
TECH
BIO-TECHNE CORP
+$58.5M
994,330
清仓
TTMI
TTM TECHNOLOGIES INC
-$57.3M
0
-100%
建仓
DORM
DORMAN PRODS INC
+$56.9M
462,212
建仓
GH
GUARDANT HEALTH INC
+$55.1M
539,190
减持
MRVL
MARVELL TECHNOLOGY INC
-$54.1M
1,947,807
-25%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$53.6M
250,455
清仓
EAT
BRINKER INTL INC
-$52.7M
0
-100%
增持
ADMA
ADMA BIOLOGICS INC
+$52.7M
6,992,907
+37%
增持
AXON
AXON ENTERPRISE INC
-$51.2M
831,177
+14%
减持
—
SHARKNINJA INC
-$50.6M
840,060
-40%
清仓
FOUR
SHIFT4 PMTS INC
-$50.6M
0
-100%
减持
RRX
REGAL REXNORD CORPORATION
-$49.9M
893,100
-27%
建仓
HLNE
HAMILTON LANE INC
+$48.8M
363,487
清仓
—
89BIO INC
-$48.4M
0
-100%
增持
PODD
INSULET CORP
+$47.7M
386,468
+92%
建仓
CRM
SALESFORCE INC
+$47.3M
178,508
减持
GEV
GE VERNOVA INC
-$47.1M
177,934
-33%
清仓
NOG
NORTHERN OIL & GAS INC
-$47.1M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$45.4M
57,873
+707%
减持
PSTG
PURE STORAGE INC
-$44.9M
1,520,219
-13%
清仓
WSC
WILLSCOT HLDGS CORP
-$43.3M
0
-100%
清仓
ENTG
ENTEGRIS INC
-$42.6M
0
-100%
减持
BE
BLOOM ENERGY CORP
-$42.2M
1,145,296
-32%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$42.1M
357,721
+53%
减持
KRMN
KARMAN HLDGS INC
-$41.7M
836,981
-41%
减持
AAPL
APPLE INC
+$41.1M
3,274,318
-2%
增持
PR
PERMIAN RESOURCES CORP
+$40.5M
5,951,186
+77%
增持
IDXX
IDEXX LABS INC
+$39.6M
147,447
+57%
清仓
KD
KYNDRYL HLDGS INC
-$39.5M
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$39.3M
118,163
+642%
减持
COHR
COHERENT CORP
-$35.9M
665,123
-55%
增持
EWBC
EAST WEST BANCORP INC
+$35.5M
874,152
+48%
增持
BURL
BURLINGTON STORES INC
+$34.9M
302,307
+47%
建仓
—
AVIDITY BIOSCIENCES INC
+$34.0M
471,127
增持
IMAX
IMAX CORP
+$33.6M
2,346,486
+45%
增持
LPLA
LPL FINL HLDGS INC
+$32.0M
625,562
+9%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$31.9M
1,105,325
-28%
清仓
BWIN
THE BALDWIN INSURANCE GRP IN
-$30.2M
0
-100%
增持
VRT
VERTIV HOLDINGS CO
+$30.0M
2,277,716
+1%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$30.0M
814,334
-36%
减持
V
VISA INC
-$29.1M
603,926
-14%
减持
PCVX
VAXCYTE INC
+$28.9M
3,539,717
-5%
增持
—
TECHNIPFMC PLC
+$28.6M
1,952,427
+32%
增持
TSLA
TESLA INC
+$27.9M
461,675
+14%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$27.7M
1,267,158
+19%
增持
IONQ
IONQ INC
+$27.4M
1,114,665
+203%
增持
—
FABRINET
+$27.1M
190,170
+17%
增持
PLMR
PALOMAR HLDGS INC
+$27.0M
840,226
+14%
增持
FICO
FAIR ISAAC CORP
+$26.8M
44,593
+37%
增持
SLAB
SILICON LABORATORIES INC
+$26.7M
547,403
+60%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$25.7M
475,697
-23%
清仓
RIOT
RIOT PLATFORMS INC
-$25.7M
0
-100%
建仓
APLD
APPLIED DIGITAL CORP
+$25.4M
1,034,397
增持
GL
GLOBE LIFE INC
+$23.6M
608,813
+41%
增持
AZO
AUTOZONE INC
-$23.0M
51,122
+12%
减持
—
BIRKENSTOCK HOLDING PLC
-$22.1M
1,954,801
-13%
增持
JBHT
HUNT J B TRANS SVCS INC
+$22.0M
318,165
+7%
增持
ARES
ARES MANAGEMENT CORPORATION
+$21.8M
1,151,200
+12%
建仓
RGTI
RIGETTI COMPUTING INC
+$20.7M
935,778
清仓
—
CHECK POINT SOFTWARE TECH LT
-$20.6M
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$20.5M
0
-100%
减持
AMZN
AMAZON COM INC
-$20.1M
2,330,770
-8%
增持
MSCI
MSCI INC
+$19.7M
207,792
+19%
增持
ROK
ROCKWELL AUTOMATION INC
+$19.5M
233,795
+14%
减持
TRU
TRANSUNION
-$18.8M
933,553
-21%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$18.8M
537,734
+27%
增持
CALX
CALIX INC
+$18.6M
1,145,292
+67%
增持
—
TOPBUILD CORP
+$18.6M
255,451
+14%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$18.1M
4,118,355
+33%
减持
KKR
KKR & CO INC
-$17.8M
546,499
-19%
增持
WTFC
WINTRUST FINL CORP
+$17.7M
559,762
+22%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$17.2M
0
-100%
减持
RMBS
RAMBUS INC DEL
-$17.2M
362,092
-25%
增持
JBL
JABIL INC
+$17.1M
328,412
+23%
增持
DT
DYNATRACE INC
-$16.6M
3,356,708
+0%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$16.5M
556,472
+1%
增持
—
ROYAL CARIBBEAN GROUP
+$16.2M
448,653
+33%
增持
HQY
HEALTHEQUITY INC
+$16.2M
1,952,452
+14%
增持
CVLT
COMMVAULT SYS INC
-$15.9M
1,057,077
+34%
减持
AJG
GALLAGHER ARTHUR J & CO
-$15.8M
259,491
-3%
减持
CORZ
CORE SCIENTIFIC INC NEW
-$15.5M
1,392,132
-30%
增持
ONTO
ONTO INNOVATION INC
+$14.9M
483,082
+2%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$14.8M
231,093
-47%
增持
LECO
LINCOLN ELEC HLDGS INC
+$14.2M
337,725
+19%
增持
PWR
QUANTA SVCS INC
+$13.7M
273,528
+11%
增持
BRZE
BRAZE INC
+$13.1M
2,187,275
+0%
增持
NOW
SERVICENOW INC
-$13.0M
1,476,803
+468%
增持
SNOW
SNOWFLAKE INC
+$12.7M
649,105
+13%
减持
FORM
FORMFACTOR INC
-$12.3M
449,604
-56%
增持
AFRM
AFFIRM HLDGS INC
+$12.1M
851,834
+21%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$12.0M
285,290
+22%
增持
PRIM
PRIMORIS SVCS CORP
-$11.9M
952,196
+1%
增持
COCO
VITA COCO CO INC
+$11.8M
1,073,610
+1%
增持
OPCH
OPTION CARE HEALTH INC
+$11.5M
2,765,305
+0%
增持
—
MASIMO CORP
-$11.5M
1,522,049
+7%
建仓
IUSG
ISHARES TR
+$11.2M
66,532
