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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 31
增持 54
减持 42
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
—
FTAI AVIATION LTD
+$235.1M
2,848,227
+21%
减持
FIX
COMFORT SYS USA INC
+$232.0M
620,915
-7%
增持
MSFT
MICROSOFT CORP
-$173.5M
1,649,513
+2%
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。
增持
INSM
INSMED INC
+$164.8M
1,468,459
+240%
减持
BAC
BANK AMERICA CORP
-$158.3M
1,066,885
-72%
减持
—
MASIMO CORP
-$137.3M
341,229
-78%
清仓
CVLT
COMMVAULT SYS INC
-$132.5M
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$131.7M
0
-100%
减持
META
META PLATFORMS INC
-$131.1M
526,822
-20%
建仓
LNG
CHENIERE ENERGY INC
+$130.3M
459,044
建仓
—
AMER SPORTS INC
+$129.6M
3,937,521
清仓
ADMA
ADMA BIOLOGICS INC
-$127.6M
0
-100%
减持
HQY
HEALTHEQUITY INC
-$119.3M
712,848
-63%
减持
VRT
VERTIV HOLDINGS CO
+$112.5M
1,921,696
-16%
建仓
AIG
AMERICAN INTL GROUP INC
+$109.8M
1,458,711
减持
PODD
INSULET CORP
-$109.5M
1,682
-100%
增持
MKSI
MKS INC.
+$106.4M
1,046,763
+25%
建仓
JLL
JONES LANG LASALLE INC
+$105.8M
347,779
建仓
ROST
ROSS STORES INC
+$102.2M
471,916
减持
HEI/A
HEICO CORP NEW
-$99.8M
20,130
-95%
减持
GOOGL
ALPHABET INC
-$99.1M
2,026,744
-7%
减持
CWST
CASELLA WASTE SYS INC
-$97.8M
822,492
-51%
建仓
WWD
WOODWARD INC
+$97.4M
272,185
建仓
ANET
ARISTA NETWORKS INC
+$95.8M
780,402
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$95.0M
0
-100%
减持
AAPL
APPLE INC
-$95.0M
3,133,113
-4%
减持
DXCM
DEXCOM INC
-$93.9M
27,074
-98%
减持
ABBV
ABBVIE INC
-$93.6M
10,619
-97%
清仓
ORCL
ORACLE CORP
-$92.5M
0
-100%
减持
TSLA
TESLA INC
-$90.1M
316,102
-32%
清仓
BURL
BURLINGTON STORES INC
-$87.3M
0
-100%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$85.8M
3,185,515
减持
HUBS
HUBSPOT INC
-$84.4M
232,976
-34%
清仓
DKNG
DRAFTKINGS INC NEW
-$82.1M
0
-100%
减持
SMTC
SEMTECH CORP
-$82.0M
1,280,594
-48%
建仓
MS
MORGAN STANLEY
+$81.7M
496,558
减持
NOW
SERVICENOW INC
-$80.5M
1,394,187
-6%
建仓
MTZ
MASTEC INC
+$80.4M
249,980
清仓
TRU
TRANSUNION
-$80.1M
0
-100%
减持
AZO
AUTOZONE INC
-$77.6M
28,363
-45%
增持
PLXS
PLEXUS CORP
+$77.1M
384,493
+7294%
增持
PR
PERMIAN RESOURCES CORP
+$76.0M
7,481,457
+26%
减持
UNH
UNITEDHEALTH GROUP INC
-$75.3M
2,767
-99%
减持
RVMD
REVOLUTION MEDICINES INC
-$75.2M
1,556,578
-45%
减持
V
VISA INC
-$73.8M
456,548
-24%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$72.8M
486,581
增持
HWM
HOWMET AEROSPACE INC
+$72.7M
2,289,697
+3%
清仓
VMC
VULCAN MATLS CO
-$72.5M
0
-100%
清仓
SLAB
SILICON LABORATORIES INC
-$71.5M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$71.2M
674,557
+336%
建仓
LOW
LOWES COS INC
+$71.1M
300,962
增持
GH
GUARDANT HEALTH INC
+$70.8M
1,362,539
+153%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$70.5M
2,202,913
清仓
AJG
GALLAGHER ARTHUR J & CO
-$67.2M
0
-100%
增持
PWR
QUANTA SVCS INC
+$66.7M
331,816
+21%
清仓
OWL
BLUE OWL CAPITAL INC
-$66.1M
0
-100%
减持
—
GENIUS SPORTS LIMITED
-$64.7M
207,150
-97%
减持
FITB
FIFTH THIRD BANCORP
-$64.6M
2,385,422
-36%
减持
AMZN
AMAZON COM INC
-$63.2M
2,279,654
-2%
增持
CELH
CELSIUS HLDGS INC
+$63.1M
3,768,911
+144%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$62.7M
970,295
增持
—
FABRINET
+$62.0M
284,874
+50%
增持
BE
BLOOM ENERGY CORP
+$61.9M
1,191,572
+4%
增持
ALAB
ASTERA LABS INC
+$61.8M
860,113
+340%
清仓
PRI
PRIMERICA INC
-$60.6M
0
-100%
增持
GEV
GE VERNOVA INC
+$57.7M
199,306
+12%
清仓
IRTC
IRHYTHM TECHNOLOGIES INC
-$57.7M
0
-100%
减持
OPCH
OPTION CARE HEALTH INC
-$56.3M
1,182,814
-57%
增持
APG
API GROUP CORP
+$55.7M
4,634,929
+34%
建仓
IBP
INSTALLED BLDG PRODS INC
+$55.2M
208,248
减持
—
TOPBUILD COR
-$54.4M
148,581
-42%
减持
WCN
WASTE CONNECTIONS INC
-$54.2M
4,466
-99%
增持
—
TECHNIPFMC PLC
+$53.6M
2,033,755
+4%
减持
DHR
DANAHER CORP DEL
-$52.6M
110,492
-66%
减持
AMD
ADVANCED MICRO DEVICES INC
-$52.6M
5,020
-98%
建仓
GKOS
GLAUKOS CORP
+$51.9M
482,219
建仓
CDE
COEUR MNG INC
+$51.4M
2,738,846
建仓
MAR
MARRIOTT INTL INC NEW
+$50.1M
153,219
清仓
BIO
BIO RAD LABS INC
-$50.0M
0
-100%
清仓
FNB
F N B CORP
-$49.6M
0
-100%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$49.6M
94,813
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$48.9M
0
-100%
建仓
—
NXP SEMICONDUCTORS N V
+$48.8M
247,996
增持
PCVX
VAXCYTE INC
+$48.6M
3,646,138
+3%
减持
DSGX
DESCARTES SYS GROUP INC
-$47.3M
801,902
-33%
增持
FANG
DIAMONDBACK ENERGY INC
+$46.3M
503,474
+42%
建仓
PL
PLANET LABS PBC
+$45.8M
1,637,041
增持
WGS
GENEDX HOLDINGS CORP
-$44.5M
1,369,108
+34%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$44.1M
245,539
+163%
建仓
ENTG
ENTEGRIS INC
+$43.6M
371,686
建仓
RIOT
RIOT PLATFORMS INC
+$43.3M
3,499,880
增持
TPR
TAPESTRY INC
+$42.2M
2,198,862
+5%
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$42.0M
0
-100%
增持
LPLA
LPL FINL HLDGS INC
+$41.8M
881,506
+41%
建仓
CPAY
CORPAY INC
+$41.6M
143,120
增持
TRGP
TARGA RES CORP
+$39.8M
304,997
+54%
增持
NFLX
NETFLIX INC.
+$39.6M
1,969,994
+23%
清仓
—
NIQ GLOBAL INTELLIGENCE PLC
-$39.4M
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$39.4M
15,841
-87%
增持
NXT
NEXTPOWER INC
+$38.5M
1,107,346
+2%
清仓
RBLX
ROBLOX CORP
-$37.4M
0
-100%
增持
LLY
ELI LILLY & CO
+$37.1M
364,579
+31%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$36.3M
457,425
+28%
增持
LGN
LEGENCE CORP
+$35.7M
1,861,653
+15%
清仓
—
AVIDITY BIOSCIENCES INC
-$34.0M
0
-100%
增持
SNOW
SNOWFLAKE INC
-$34.0M
718,810
+11%
建仓
MU
MICRON TECHNOLOGY INC
+$33.9M
100,434
减持
FICO
FAIR ISAAC CORP
-$32.8M
39,934
-10%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$32.1M
1,929,123
+52%
增持
GL
GLOBE LIFE INC
+$32.1M
842,423
+38%
增持
ITT
ITT INC
+$32.1M
703,309
+20%
减持
RMBS
RAMBUS INC DEL
-$32.0M
14,436
-96%
建仓
FCX
FREEPORT MCMORAN INC
+$32.0M
544,359
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$31.2M
493,504
+11%
建仓
HAPN
LENDINGCLUB ISSUANCE TR SER
+$30.3M
2,117,543
减持
LEGN
LEGEND BIOTECH CORP
-$29.8M
5,763,475
-7%
建仓
FAST
FASTENAL CO
+$29.6M
638,334
增持
DASH
DOORDASH INC
-$29.6M
443,921
+4%
增持
COR
CENCORA INC
+$29.4M
436,909
+37%
减持
COHR
COHERENT CORP
-$28.3M
396,644
-40%
增持
MDB
MONGODB INC
-$26.6M
164,881
+3%
增持
XENE
XENON PHARMACEUTICALS INC
+$26.5M
1,401,483
+14%
减持
IDXX
IDEXX LABS INC
-$25.1M
132,860
-10%
清仓
FORM
FORMFACTOR INC
-$25.1M
0
-100%
减持
AME
AMETEK INC
-$24.9M
745,832
-17%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$23.3M
1,001,253
-9%
建仓
CAT
CATERPILLAR INC
+$22.9M
32,325
增持
RKLB
ROCKET LAB CORP
+$22.9M
3,172,611
+22%
清仓
BCYC
BICYCLE THERAPEUTICS PLC
-$21.4M
0
-100%
建仓
UEC
URANIUM ENERGY CORP
+$21.2M
1,567,772
增持
KEY
KEYCORP
+$20.7M
5,193,334
+29%
增持
IOT
SAMSARA INC
+$20.6M
5,072,821
+28%
增持
AXON
AXON ENTERPRISE INC
-$20.1M
1,064,134
+28%
减持
SAIA
SAIA INC
-$20.0M
155,600
-32%
增持
PANW
PALO ALTO NETWORKS INC
+$19.4M
636,483
+42%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$19.2M
926,219
+97%
增持
—
GARMIN LTD
+$19.2M
376,362
+12%
增持
BRZE
BRAZE INC
+$18.8M
3,973,906
+82%
减持
CHRW
C H ROBINSON WORLDWIDE IN
-$18.1M
429,500
-23%
增持
KKR
KKR & CO INC
-$18.0M
558,136
+2%
增持
JBL
JABIL INC
+$17.9M
349,209
+6%
增持
CLH
CLEAN HARBORS INC
+$17.3M
261,092
+6%
减持
ROK
ROCKWELL AUTOMATION INC
-$16.9M
206,277
-12%
增持
KRMN
KARMAN HLDGS INC
+$16.0M
964,305
+15%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$15.7M
1,563,146
+25%
建仓
ORKA
ORUKA THERAPEUTICS INC
+$15.4M
313,130
增持
CALX
CALIX INC
+$15.1M
1,546,101
+35%
减持
WTFC
WINTRUST FINL CORP
-$15.0M
455,222
-19%
增持
FFIV
F5 INC
+$14.6M
298,542
+6%
增持
ARES
ARES MANAGEMENT CORPORATION
-$14.5M
1,572,787
+37%
