WESTFIELD CAPITAL MANAGEMENT CO LP
Institutional investor · Portfolio as of Q2 2024
Top Holdings248 positions
NVIDIA CORPORATION | 7.1M | $876.8M | 4.3% | $37.84 | +225.56% | 19 qtrssince 2019-Q4 | Increased 94 |
MICROSOFT CORP | 1.8M | $825.4M | 4.1% | $202.47 | +116.92% | 23 qtrssince 2018-Q4 | Increased 70 |
APPLE INC | 3.8M | $802.9M | 3.9% | $92.35 | +125.91% | 23 qtrssince 2018-Q4 | Increased 68 |
ASCENDIS PHARMA A/S | 5M | $676.8M | 3.3% | $116.99 | +16.58% | 23 qtrssince 2018-Q4 | Increased 70 |
AMAZON COM INC | 3.3M | $633.8M | 3.1% | $119.94 | +61.12% | 23 qtrssince 2018-Q4 | Increased 71 |
ALPHABET INC | 3.1M | $564.8M | 2.8% | $66.36 | +172.20% | 23 qtrssince 2018-Q4 | Increased 57 |
TRANSDIGM GROUP INC | 363,406 | $464.3M | 2.3% | $487.28 | +132.36% | 23 qtrssince 2018-Q4 | Increased 62 |
META PLATFORMS INC | 861,572 | $434.4M | 2.1% | $293.00 | +70.81% | 6 qtrssince 2023-Q1 | Increased 65 |
VERTIV HOLDINGS CO | 3.6M | $309.1M | 1.5% | $60.63 | +42.40% | 4 qtrssince 2023-Q3 | Increased 51 |
AXON ENTERPRISE INC | 1M | $308.2M | 1.5% | $230.74 | +27.52% | 7 qtrssince 2022-Q4 | Increased 67 |
SERVICENOW INC | 358,202 | $281.8M | 1.4% | $65.79 | +139.15% | 23 qtrssince 2018-Q4 | Increased 60 |
COMFORT SYS USA INC | 864,869 | $263M | 1.3% | $257.36 | +17.38% | 3 qtrssince 2023-Q4 | Increased 61 |
VISA INC | 882,448 | $231.6M | 1.1% | $161.47 | +59.82% | 23 qtrssince 2018-Q4 | Decreased 0 |
DEXCOM INC | 2M | $222.8M | 1.1% | $102.71 | +10.39% | 23 qtrssince 2018-Q4 | Increased 60 |
LEGEND BIOTECH CORP | 4.8M | $211.4M | 1.0% | $54.41 | -18.60% | 5 qtrssince 2023-Q2 | Increased 78 |
UBER TECHNOLOGIES INC | 2.8M | $205.5M | 1.0% | $55.19 | +29.56% | 5 qtrssince 2023-Q2 | Increased 69 |
PROGRESSIVE CORP | 914,475 | $189.9M | 0.9% | $140.78 | +35.84% | 9 qtrssince 2022-Q2 | Increased 59 |
WINGSTOP INC | 436,479 | $184.5M | 0.9% | $260.33 | +60.33% | 8 qtrssince 2022-Q3 | Increased 57 |
TAIWAN SEMICONDUCTOR MFG LTD | 1.1M | $184.2M | 0.9% | $139.07 | +21.52% | 2 qtrssince 2024-Q1 | Increased 52 |
ABBVIE INC | 1M | $172.4M | 0.8% | $144.47 | +10.16% | 3 qtrssince 2023-Q4 | Increased 49 |
WESTFIELD CAPITAL MANAGEMENT CO LP manages $20.4B across 248 positions as of Q2 2024. Top holdings: NVDA (4.3%), MSFT (4.1%), AAPL (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 31 new positions, 27 exits, 138 increased. Top move: NVDA (INCREASED, conviction 94). Portfolio: $20.4B across 248 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR