Westfield Capital Management Co. LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Westfield Capital Management Co. LP reported 247 stock positions worth $22.1 billion. Its top holding was Nvidia (NVDA) at 4.2% of the portfolio, followed by Apple (AAPL, 3.9%) and Microsoft (MSFT, 3.7%). Compared with Q2 2024, it opened 41 new positions, sold out of 42, added to 123 and reduced 68. The biggest buy was a new position in Netflix (NFLX) and the biggest sale an exit from Uber Technologies (UBER).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001177719
- Portfolio Value
- $22.1B (Q3 2024)
- SEC Filing
- 0001085146-24-005556 ↗ filed Nov 12, 2024
Holdings Value
Holdings 247 stocks · $22.1B
| NVDA Nvidia Corp. | 4.16% | 7,577,768 | $920.2M | Add +6.8% |
| AAPL Apple Inc. | 3.93% | 3,737,306 | $870.8M | Reduce -2.0% |
| MSFT Microsoft Corp. | 3.72% | 1,914,391 | $823.8M | Add +3.7% |
| ASND Ascendis Pharma A/S | 3.46% | 5,133,766 | $766.5M | Add +3.4% |
| AMZN Amazon.com Inc. | 2.91% | 3,459,936 | $644.7M | Add +5.5% |
| TDG Transdigm Group Inc. | 2.40% | 372,061 | $531.0M | Add +2.4% |
| META Meta Platforms Inc. Class A | 2.36% | 911,723 | $521.9M | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 2.35% | 3,138,314 | $520.5M | Add +1.2% |
| AXON Axon Enterprise Inc. | 2.12% | 1,175,328 | $469.7M | Add +12.2% |
| VRT Vertiv Holdings Co. Class A | 1.62% | 3,611,566 | $359.3M | Add +1.1% |
| NOW ServiceNow Inc. | 1.38% | 341,878 | $305.8M | Reduce -4.6% |
| FIX Comfort Systems USA Inc. | 1.25% | 708,180 | $276.4M | Reduce -18.1% |
| V Visa Inc. Class A | 1.11% | 896,716 | $246.6M | Add +1.6% |
| LEGN Legend Biotech Corp.-ADR | 1.11% | 5,038,505 | $245.5M | Add +5.6% |
| NFLX Netflix Inc. | 1.01% | 314,226 | $222.9M | New |
| FTAI Ftai Aviation Ltd. | 1.00% | 1,660,031 | $220.6M | Add +87.2% |
| PGR Progressive Corp. | 0.95% | 828,436 | $210.2M | Reduce -9.4% |
| OPCH Option Care Health Inc. | 0.92% | 6,492,152 | $203.2M | Add +10.2% |
| AVGO Broadcom Inc. | 0.92% | 1,176,949 | $203.0M | Add +224.1% |
| PCVX Vaxcyte Inc. | 0.90% | 1,739,874 | $198.8M | Reduce -9.8% |
| DXCM Dexcom Inc. | 0.86% | 2,842,057 | $190.5M | Add +44.6% |
| MHO M/I Homes Inc. | 0.86% | 1,107,024 | $189.7M | Add +3.7% |
| MASI Masimo Corp. | 0.84% | 1,394,056 | $185.9M | Add +23.2% |
| PODD Insulet Corp. | 0.79% | 754,872 | $175.7M | Add +27.6% |
| ICLR Icon PLC | 0.77% | 591,750 | $170.0M | Add +12.1% |
| IOT Samsara Inc. Class A | 0.76% | 3,506,681 | $168.7M | Add +4.1% |
| MNDY Monday.com Ltd. | 0.75% | 600,379 | $166.8M | Add +2.4% |
| LNTH Lantheus Holdings Inc. | 0.75% | 1,518,465 | $166.7M | Reduce -7.5% |
| LPLA LPL Financial Holdings Inc. | 0.75% | 710,867 | $165.4M | Add +21.6% |
| RRX Regal Rexnord Corp. | 0.73% | 979,521 | $162.5M | Add +68.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.73% | 934,256 | $162.3M | Reduce -11.9% |
| CMG Chipotle Mexican Grill Inc. | 0.70% | 2,703,951 | $155.8M | Add +5.7% |
| ARES Ares Management Corp. Class A | 0.70% | 992,474 | $154.7M | Add +0.0% |
| SAP Sap SE-Sponsored ADR | 0.68% | 653,928 | $149.8M | Reduce -2.6% |
| DKNG Draftkings Inc. Class A | 0.65% | 3,698,026 | $145.0M | Add +6.8% |
| CDNS Cadence Design SYS Inc. | 0.65% | 533,449 | $144.6M | Reduce -3.1% |
| DT Dynatrace Inc. | 0.65% | 2,703,772 | $144.6M | Add +31.6% |
| UNP Union Pacific Corp. | 0.63% | 569,862 | $140.5M | Add +33.4% |
| TSLA Tesla Inc. | 0.62% | 521,524 | $136.4M | Add +19.1% |
| MTSI Macom Technology Solutions H | 0.61% | 1,210,547 | $134.7M | Add +21.0% |
| MDB Mongodb Inc. | 0.61% | 496,248 | $134.2M | Add +1.5% |
| SAIA Saia Inc. | 0.60% | 303,582 | $132.7M | Add +11.8% |
| COST Costco Wholesale Corp. | 0.59% | 147,816 | $131.0M | Add +1.7% |
| OWL Blue Owl Capital Inc. | 0.59% | 6,736,287 | $130.4M | Add +4.5% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.59% | 959,879 | $129.7M | Add +58.8% |
| FOUR SHIFT4 Payments Inc. Class A | 0.58% | 1,455,085 | $128.9M | Add +0.9% |
| AIG American International Group | 0.58% | 1,743,999 | $127.7M | Reduce -4.6% |
| CRM Salesforce Inc. | 0.57% | 464,634 | $127.2M | Reduce -24.3% |
| ABBV Abbvie Inc. | 0.57% | 633,750 | $125.2M | Reduce -36.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.56% | 148,377 | $123.6M | Add +126.4% |
| ROST Ross Stores Inc. | 0.54% | 787,100 | $118.5M | Add +0.1% |
| PTC PTC Inc. | 0.53% | 650,151 | $117.5M | Add +1.9% |
| FICO Fair Isaac Corp. | 0.53% | 60,088 | $116.8M | Reduce -28.0% |
| SN Sharkninja Inc. | 0.52% | 1,056,738 | $114.9M | New |
| WING Wingstop Inc. | 0.52% | 275,725 | $114.7M | Reduce -36.8% |
| ROKU Roku Inc. | 0.52% | 1,535,576 | $114.6M | Add +126.1% |
| TOL Toll Brothers Inc. | 0.50% | 722,130 | $111.6M | New |
| UNH Unitedhealth Group Inc. | 0.50% | 188,130 | $110.0M | Reduce -8.0% |
| AVY Avery Dennison Corp. | 0.50% | 497,849 | $109.9M | Add +1.9% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 2,919,010 | $108.6M | Reduce -30.8% |
| TGT Target Corp. | 0.48% | 683,263 | $106.5M | New |
| GEV GE Vernova Inc. | 0.48% | 413,169 | $105.3M | New |
| GPN Global Payments Inc. | 0.47% | 1,012,588 | $103.7M | Add +7.8% |
| CHDN Churchill Downs Inc. | 0.47% | 763,561 | $103.2M | Add +100.0% |
| CSGP Costar Group Inc. | 0.47% | 1,365,508 | $103.0M | Reduce -20.6% |
| MOG.A Moog Inc. Class A | 0.46% | 507,019 | $102.4M | New |
| FLYW Flywire Corp.-Voting | 0.46% | 6,226,912 | $102.1M | Add +19.3% |
| ORCL Oracle Corp. | 0.45% | 588,842 | $100.3M | New |
| ITT Itt Inc. | 0.45% | 669,519 | $100.1M | Add +4.3% |
| FFIV F5 Inc. | 0.45% | 451,623 | $99.4M | Reduce -25.9% |
| BFAM Bright Horizons Family Solut | 0.45% | 707,383 | $99.1M | Add +3.2% |
| MTH Meritage Homes Corp. | 0.45% | 483,159 | $99.1M | Add +26.9% |
| WSC Willscot Holdings Corp. | 0.45% | 2,630,864 | $98.9M | Reduce -16.9% |
| TXRH Texas Roadhouse Inc. | 0.44% | 557,467 | $98.4M | Reduce -29.4% |
| FLEX Flex Ltd. | 0.44% | 2,917,179 | $97.5M | Reduce -0.5% |
| CWST Casella Waste Systems Inc. Class A | 0.43% | 950,484 | $94.6M | Add +4.3% |
| HUBS HubSpot Inc. | 0.42% | 175,760 | $93.4M | Reduce -9.0% |
| TRU Transunion | 0.42% | 885,013 | $92.7M | New |
| APO Apollo Global Management Inc. | 0.42% | 740,133 | $92.4M | Add +17.6% |
| MSCI MSCI Inc. | 0.41% | 153,943 | $89.7M | Add +20.2% |
| ITCI Intra-Cellular Therapies Inc. | 0.38% | 1,159,356 | $84.8M | Add +11.2% |
| BIO Bio-Rad Laboratories-A | 0.38% | 252,769 | $84.6M | Add +3.9% |
| NXPI NXP Semiconductors NV | 0.38% | 347,864 | $83.5M | Reduce -21.6% |
| RCKT Rocket Pharmaceuticals Inc. | 0.38% | 4,493,833 | $83.0M | Add +3.8% |
| STZ Constellation Brands Inc. Class A | 0.37% | 320,440 | $82.6M | Reduce -27.3% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.37% | 473,735 | $81.6M | Add +3.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.36% | 736,496 | $80.8M | Add +43.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.36% | 5,869,859 | $80.1M | Add +41.1% |
| GLOB Globant SA | 0.36% | 403,847 | $80.0M | Reduce -29.9% |
| TPR Tapestry Inc. | 0.36% | 1,699,067 | $79.8M | Add +14.8% |
| S Sentinelone Inc. Class A | 0.36% | 3,310,299 | $79.2M | Add +3.4% |
| AVNT Avient Corp. | 0.35% | 1,522,656 | $76.6M | Add +4.3% |
| IEX Idex Corp. | 0.35% | 356,158 | $76.4M | Reduce -8.9% |
| AXTA Axalta Coating Systems Ltd. | 0.34% | 2,096,790 | $75.9M | Add +4.2% |
| KD Kyndryl Holdings Inc. | 0.34% | 3,259,082 | $74.9M | Add +62.6% |
| AME Ametek Inc. | 0.33% | 428,355 | $73.6M | Reduce -3.3% |
| TW Tradeweb Markets Inc. Class A | 0.33% | 594,366 | $73.5M | Add +21.0% |
| ANF Abercrombie & Fitch Co. Class A | 0.33% | 522,147 | $73.0M | New |
| NSIT Insight Enterprises Inc. | 0.33% | 338,325 | $72.9M | Reduce -9.6% |
| HUBB Hubbell Inc. | 0.33% | 169,852 | $72.8M | Reduce -30.3% |
Portfolio Sells Q2 2024 → Q3 2024
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.01 |
| HD Home Depot Inc. | Reduce -97.5% | 0.01% | −0.51 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.39 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.39 |
| WING Wingstop Inc. | Reduce -36.8% | 0.52% | −0.39 |
| OVV Ovintiv Inc. | Sold out | 0.00% | −0.35 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.34 |
| AMD Advanced Micro Devices | Reduce -53.7% | 0.26% | −0.34 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −0.34 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −0.33 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.31 |
| CDW CDW Corp. | Reduce -84.8% | 0.05% | −0.31 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.31 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.30 |
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −0.29 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.29 |
| ABBV Abbvie Inc. | Reduce -36.9% | 0.57% | −0.28 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.27 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.26 |
| FCNCA First Citizens Bcshs Class A | Reduce -84.6% | 0.04% | −0.23 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.23 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.22 |
| TXRH Texas Roadhouse Inc. | Reduce -29.4% | 0.44% | −0.22 |
| PTEN Patterson-Uti Energy Inc. | Sold out | 0.00% | −0.21 |
| PI Impinj Inc. | Sold out | 0.00% | −0.21 |
| NXPI NXP Semiconductors NV | Reduce -21.6% | 0.38% | −0.21 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.21 |
| WNS WNS Holdings Ltd. | Reduce -73.5% | 0.07% | −0.20 |
| CRM Salesforce Inc. | Reduce -24.3% | 0.57% | −0.20 |
| MCHP Microchip Technology Inc. | Reduce -74.4% | 0.05% | −0.20 |
| NVMI Nova Ltd. | Reduce -92.8% | 0.01% | −0.20 |
| TENB Tenable Holdings Inc. | Sold out | 0.00% | −0.19 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.19 |
| STZ Constellation Brands Inc. Class A | Reduce -27.3% | 0.37% | −0.18 |
| CDNS Cadence Design SYS Inc. | Reduce -3.1% | 0.65% | −0.18 |
| CPRT Copart Inc. | Reduce -34.7% | 0.25% | −0.18 |
| PCTY Paylocity Holding Corp. | Reduce -93.5% | 0.01% | −0.17 |
| ENV Envestnet Inc. | Sold out | 0.00% | −0.17 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.9% | 0.73% | −0.17 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.17 |
| OLED Universal Display Corp. | Reduce -98.2% | 0.00% | −0.17 |
| CSGP Costar Group Inc. | Reduce -20.6% | 0.47% | −0.16 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.16 |
| ALKS Alkermes PLC | Sold out | 0.00% | −0.16 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.15 |
| IRTC Irhythm Holdings Inc. | Reduce -13.3% | 0.18% | −0.14 |
| GLOB Globant SA | Reduce -29.9% | 0.36% | −0.14 |
| SIGI Selective Insurance Group | Sold out | 0.00% | −0.14 |
| WSC Willscot Holdings Corp. | Reduce -16.9% | 0.45% | −0.14 |
| HUBS HubSpot Inc. | Reduce -9.0% | 0.42% | −0.14 |
Portfolio Buys Q2 2024 → Q3 2024
| NFLX Netflix Inc. | New | 1.01% | +1.01 |
| AVGO Broadcom Inc. | Add +224.1% | 0.92% | +0.63 |
| AXON Axon Enterprise Inc. | Add +12.2% | 2.12% | +0.61 |
| FTAI Ftai Aviation Ltd. | Add +87.2% | 1.00% | +0.55 |
| SN Sharkninja Inc. | New | 0.52% | +0.52 |
| TOL Toll Brothers Inc. | New | 0.50% | +0.50 |
| TGT Target Corp. | New | 0.48% | +0.48 |
| GEV GE Vernova Inc. | New | 0.48% | +0.48 |
| MOG.A Moog Inc. Class A | New | 0.46% | +0.46 |
| ORCL Oracle Corp. | New | 0.45% | +0.45 |
| TRU Transunion | New | 0.42% | +0.42 |
| RRX Regal Rexnord Corp. | Add +68.9% | 0.73% | +0.35 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.33% | +0.33 |
| PRCT Procept Biorobotics Corp. | New | 0.33% | +0.33 |
| ROKU Roku Inc. | Add +126.1% | 0.52% | +0.32 |
| PHM Pultegroup Inc. | New | 0.30% | +0.30 |
| BAC Bank of America Corp. | Add +647.7% | 0.33% | +0.28 |
| TEAM Atlassian Corp. Class A | New | 0.26% | +0.26 |
| ALAB Astera Labs Inc. | New | 0.24% | +0.24 |
| ASML ASML Holding NV-NY Reg SHS | Add +126.4% | 0.56% | +0.23 |
| SUI Sun Communities Inc. | Add +58.8% | 0.59% | +0.23 |
| META Meta Platforms Inc. Class A | Add +5.8% | 2.36% | +0.22 |
| FTI Technipfmc PLC | New | 0.22% | +0.22 |
| BAH Booz Allen Hamilton Holdings | New | 0.22% | +0.22 |
| MHO M/I Homes Inc. | Add +3.7% | 0.86% | +0.22 |
| PODD Insulet Corp. | Add +27.6% | 0.79% | +0.21 |
| IOT Samsara Inc. Class A | Add +4.1% | 0.76% | +0.20 |
| CHDN Churchill Downs Inc. | Add +100.0% | 0.47% | +0.20 |
| DT Dynatrace Inc. | Add +31.6% | 0.65% | +0.20 |
| TSLA Tesla Inc. | Add +19.1% | 0.62% | +0.19 |
| MU Micron Technology Inc. | New | 0.18% | +0.18 |
| FLR Fluor Corp. | New | 0.18% | +0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.18% | +0.18 |
| WAL Western Alliance Bancorp | New | 0.17% | +0.17 |
| LSCC Lattice Semiconductor Corp. | New | 0.17% | +0.17 |
| ELF Elf Beauty Inc. | Add +20187.5% | 0.16% | +0.16 |
| BWIN Baldwin Insurance Group Inc./ | New | 0.16% | +0.16 |
| CIEN Ciena Corp. | New | 0.16% | +0.16 |
| UNP Union Pacific Corp. | Add +33.4% | 0.63% | +0.16 |
| AIT Applied Industrial Tech Inc. | New | 0.15% | +0.15 |
| MTH Meritage Homes Corp. | Add +26.9% | 0.45% | +0.14 |
| KNSL Kinsale Capital Group Inc. | Add +65.3% | 0.31% | +0.14 |
| MASI Masimo Corp. | Add +23.2% | 0.84% | +0.14 |
| ASND Ascendis Pharma A/S | Add +3.4% | 3.46% | +0.14 |
| MRUS Merus NV | New | 0.14% | +0.14 |
| OSCR Oscar Health Inc. Class A | New | 0.12% | +0.12 |
| XPRO Expro Group Holdings NV | New | 0.12% | +0.12 |
| TTD Trade Desk Inc./the Class A | Add +43.6% | 0.36% | +0.12 |
| TDG Transdigm Group Inc. | Add +2.4% | 2.40% | +0.12 |
| OPCH Option Care Health Inc. | Add +10.2% | 0.92% | +0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 278 | $30.6B | NVDA, GOOGL, ASND, AXON, FTAI |
| Q1 2026 | 250 | $23.8B | NVDA, ASND, FIX, AAPL, FTAI |
| Q4 2025 | 241 | $24.0B | NVDA, ASND, AAPL, MSFT, GOOGL |
| Q3 2025 | 235 | $23.8B | NVDA, ASND, MSFT, AAPL, FIX |
| Q2 2025 | 239 | $23.8B | NVDA, ASND, MSFT, AAPL, AMZN |
| Q1 2025 | 244 | $20.5B | ASND, NVDA, AAPL, MSFT, AMZN |
| Q4 2024 | 239 | $23.0B | NVDA, AAPL, MSFT, ASND, AMZN |
| Q3 2024 | 247 | $22.1B | NVDA, AAPL, MSFT, ASND, AMZN |
| Q2 2024 | 248 | $20.4B | NVDA, MSFT, AAPL, ASND, AMZN |
| Q1 2024 | 244 | $19.0B | MSFT, ASND, AAPL, NVDA, AMZN |