WESTFIELD CAPITAL MANAGEMENT CO LP
Institutional investor · Portfolio as of Q3 2025
Top Holdings235 positions
NVIDIA CORPORATION | 6.5M | $1.2B | 5.1% | $46.29 | +302.09% | 24 qtrssince 2019-Q4 | Decreased 0 |
ASCENDIS PHARMA A/S | 5.3M | $1B | 4.4% | $119.23 | +60.69% | 28 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 1.7M | $883.2M | 3.7% | $210.30 | +144.28% | 28 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 3.3M | $849.1M | 3.6% | $95.33 | +166.12% | 28 qtrssince 2018-Q4 | Decreased 0 |
COMFORT SYS USA INC | 833,195 | $687.5M | 2.9% | $302.63 | +172.11% | 8 qtrssince 2023-Q4 | Decreased 0 |
META PLATFORMS INC | 767,657 | $563.8M | 2.4% | $308.16 | +137.50% | 11 qtrssince 2023-Q1 | Decreased 0 |
AMAZON COM INC | 2.5M | $558.1M | 2.3% | $123.79 | +77.37% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 2.2M | $545.7M | 2.3% | $79.24 | +205.99% | 28 qtrssince 2018-Q4 | Decreased 0 |
AXON ENTERPRISE INC | 729,152 | $523.3M | 2.2% | $312.64 | +129.54% | 12 qtrssince 2022-Q4 | Decreased 0 |
HOWMET AEROSPACE INC | 2M | $393.9M | 1.7% | $154.24 | +26.96% | 3 qtrssince 2025-Q1 | Increased 51 |
BROADCOM INC | 1.2M | $384.8M | 1.6% | $157.48 | +107.94% | 28 qtrssince 2018-Q4 | Decreased 0 |
FTAI AVIATION LTD | 2.1M | $355.5M | 1.5% | $127.96 | +29.40% | 6 qtrssince 2024-Q2 | Increased 54 |
VERTIV HOLDINGS CO | 2.2M | $339M | 1.4% | $69.06 | +118.23% | 9 qtrssince 2023-Q3 | Decreased 0 |
TRANSDIGM GROUP INC | 217,897 | $287.2M | 1.2% | $505.37 | +160.81% | 28 qtrssince 2018-Q4 | Decreased 0 |
TAPESTRY INC | 2.5M | $277.5M | 1.2% | $51.86 | +115.55% | 19 qtrssince 2021-Q1 | Decreased 0 |
NETFLIX INC. | 230,648 | $276.5M | 1.2% | $81.63 | +46.86% | 5 qtrssince 2024-Q3 | Decreased 0 |
SEMTECH CORP | 3.4M | $241.5M | 1.0% | $45.87 | +55.78% | 3 qtrssince 2025-Q1 | Increased 59 |
VISA INC | 705,767 | $240.9M | 1.0% | $164.65 | +105.69% | 28 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 260,002 | $239.3M | 1.0% | $67.32 | +173.42% | 28 qtrssince 2018-Q4 | Decreased 0 |
MARVELL TECHNOLOGY INC | 2.6M | $219.6M | 0.9% | $83.89 | 0.00% | 1 qtr | New 60 |
WESTFIELD CAPITAL MANAGEMENT CO LP manages $23.8B across 235 positions as of Q3 2025. Top holdings: NVDA (5.1%), ASND (4.4%), MSFT (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 43 new positions, 47 exits, 80 increased. Top move: MRVL (NEW, conviction 60). Portfolio: $23.8B across 235 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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