WESTFIELD CAPITAL MANAGEMENT CO LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings247 positions
NVIDIA CORPORATION | 7.6M | $920.2M | 4.2% | $43.13 | +180.84% | 20 qtrssince 2019-Q4 | Increased 63 |
APPLE INC | 3.7M | $870.8M | 3.9% | $92.35 | +150.20% | 24 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 1.9M | $823.8M | 3.7% | $210.30 | +101.43% | 24 qtrssince 2018-Q4 | Increased 60 |
ASCENDIS PHARMA A/S | 5.1M | $766.5M | 3.5% | $117.91 | +22.65% | 24 qtrssince 2018-Q4 | Increased 60 |
AMAZON COM INC | 3.5M | $644.7M | 2.9% | $123.40 | +51.00% | 24 qtrssince 2018-Q4 | Increased 57 |
TRANSDIGM GROUP INC | 372,061 | $531M | 2.4% | $505.37 | +150.26% | 24 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC | 911,723 | $521.9M | 2.4% | $308.16 | +84.55% | 7 qtrssince 2023-Q1 | Increased 57 |
ALPHABET INC | 3.1M | $520.5M | 2.4% | $67.54 | +143.86% | 24 qtrssince 2018-Q4 | Increased 54 |
AXON ENTERPRISE INC | 1.2M | $469.7M | 2.1% | $249.10 | +60.42% | 8 qtrssince 2022-Q4 | Increased 60 |
VERTIV HOLDINGS CO | 3.6M | $359.3M | 1.6% | $61.06 | +62.54% | 5 qtrssince 2023-Q3 | Increased 49 |
SERVICENOW INC | 341,878 | $305.8M | 1.4% | $65.79 | +171.90% | 24 qtrssince 2018-Q4 | Decreased 0 |
COMFORT SYS USA INC | 708,180 | $276.4M | 1.2% | $257.36 | +50.80% | 4 qtrssince 2023-Q4 | Decreased 0 |
VISA INC | 896,716 | $246.6M | 1.1% | $163.21 | +65.96% | 24 qtrssince 2018-Q4 | Increased 49 |
LEGEND BIOTECH CORP | 5M | $245.5M | 1.1% | $54.14 | -8.99% | 6 qtrssince 2023-Q2 | Increased 51 |
NETFLIX INC | 314,226 | $222.9M | 1.0% | $70.93 | 0.00% | 1 qtr | New 70 |
Ftai Aviation Ltd | 1.7M | $220.6M | 1.0% | $114.89 | +13.70% | 2 qtrssince 2024-Q2 | Increased 67 |
PROGRESSIVE CORP | 828,436 | $210.2M | 0.9% | $140.78 | +64.29% | 10 qtrssince 2022-Q2 | Decreased 0 |
OPTION CARE HEALTH INC | 6.5M | $203.2M | 0.9% | $30.00 | +4.33% | 14 qtrssince 2021-Q2 | Increased 48 |
BROADCOM INC | 1.2M | $203M | 0.9% | $146.44 | +15.79% | 24 qtrssince 2018-Q4 | Increased 70 |
VAXCYTE INC | 1.7M | $198.8M | 0.9% | $59.28 | +90.85% | 5 qtrssince 2023-Q3 | Decreased 0 |
WESTFIELD CAPITAL MANAGEMENT CO LP manages $22.1B across 247 positions as of Q3 2024. Top holdings: NVDA (4.2%), AAPL (3.9%), MSFT (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 42 new positions, 43 exits, 122 increased. Top move: NFLX (NEW, conviction 70). Portfolio: $22.1B across 247 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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Top Losers
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