Westfield Capital Management Co. LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Westfield Capital Management Co. LP reported 244 stock positions worth $20.5 billion. Its top holding was Ascendis Pharma A/S (ASND) at 4.2% of the portfolio, followed by Nvidia (NVDA, 3.9%) and Apple (AAPL, 3.7%). Compared with Q4 2024, it opened 46 new positions, sold out of 41, added to 76 and reduced 111. The biggest buy was Check Point Software Tech (CHKP, shares +215%) and the biggest sale Vertiv Class A (VRT, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001177719
- Portfolio Value
- $20.5B (Q1 2025)
- SEC Filing
- 0001085146-25-002864 ↗ filed May 9, 2025
Holdings Value
Holdings 244 stocks · $20.5B
| ASND Ascendis Pharma A/S | 4.16% | 5,479,259 | $854.0M | Reduce -0.9% |
| NVDA Nvidia Corp. | 3.87% | 7,336,654 | $795.1M | Reduce -0.8% |
| AAPL Apple Inc. | 3.68% | 3,401,183 | $755.5M | Reduce -7.0% |
| MSFT Microsoft Corp. | 3.35% | 1,832,611 | $687.9M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 3.21% | 3,462,676 | $658.8M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 2.60% | 3,459,916 | $535.0M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 2.52% | 898,538 | $517.9M | Reduce -0.3% |
| AXON Axon Enterprise Inc. | 2.37% | 927,801 | $488.0M | Add +29.8% |
| TDG Transdigm Group Inc. | 2.13% | 316,162 | $437.3M | Reduce -12.7% |
| V Visa Inc. Class A | 1.54% | 904,397 | $317.0M | Add +0.5% |
| FIX Comfort Systems USA Inc. | 1.40% | 889,639 | $286.8M | Add +0.5% |
| LPLA LPL Financial Holdings Inc. | 1.32% | 830,099 | $271.6M | Add +17.6% |
| NOW ServiceNow Inc. | 1.24% | 320,284 | $255.0M | Add +1.7% |
| TPR Tapestry Inc. | 1.23% | 3,601,314 | $253.6M | Reduce -0.1% |
| LEGN Legend Biotech Corp.-ADR | 1.14% | 6,917,567 | $234.7M | Add +21.1% |
| AVGO Broadcom Inc. | 1.14% | 1,398,303 | $234.1M | Add +3.2% |
| LLY Eli Lilly & Co. | 1.04% | 258,952 | $213.9M | Add +17.7% |
| FTAI Ftai Aviation Ltd. | 1.02% | 1,892,451 | $210.1M | Reduce -24.0% |
| CRM Salesforce Inc. | 1.02% | 782,929 | $210.1M | Add +31.1% |
| PGR Progressive Corp. | 0.98% | 712,249 | $201.6M | Reduce -4.8% |
| NFLX Netflix Inc. | 0.97% | 213,903 | $199.5M | Add +6.8% |
| CHKP Check Point Software Tech | 0.96% | 864,717 | $197.1M | Add +214.6% |
| VRT Vertiv Holdings Co. Class A | 0.84% | 2,377,572 | $171.7M | Reduce -36.1% |
| CWST Casella Waste Systems Inc. Class A | 0.82% | 1,507,843 | $168.1M | Reduce -0.8% |
| DXCM Dexcom Inc. | 0.81% | 2,447,743 | $167.2M | Add +4.3% |
| ARES Ares Management Corp. Class A | 0.81% | 1,128,415 | $165.4M | Add +18.3% |
| MNDY Monday.com Ltd. | 0.79% | 665,164 | $161.7M | Reduce -4.7% |
| PLTR Palantir Technologies Inc. Class A | 0.78% | 1,898,437 | $160.2M | Reduce -0.6% |
| GEV GE Vernova Inc. | 0.76% | 512,767 | $156.5M | Reduce -16.2% |
| TEAM Atlassian Corp. Class A | 0.76% | 736,388 | $156.3M | Add +15.5% |
| LNTH Lantheus Holdings Inc. | 0.75% | 1,589,145 | $155.1M | Add +2.2% |
| EAT Brinker International Inc. | 0.72% | 995,713 | $148.4M | Add +102.0% |
| HWM Howmet Aerospace Inc. | 0.72% | 1,135,059 | $147.3M | New |
| OPCH Option Care Health Inc. | 0.70% | 4,144,537 | $144.9M | Reduce -43.0% |
| PODD Insulet Corp. | 0.69% | 538,247 | $141.3M | Reduce -12.9% |
| DKNG Draftkings Inc. Class A | 0.68% | 4,225,024 | $140.3M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.68% | 148,156 | $140.1M | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.68% | 3,344,496 | $139.6M | Add +52.4% |
| DT Dynatrace Inc. | 0.67% | 2,910,553 | $137.2M | Add +2.2% |
| IOT Samsara Inc. Class A | 0.66% | 3,523,390 | $135.1M | Reduce -2.2% |
| SAIA Saia Inc. | 0.64% | 373,503 | $130.5M | Add +9.9% |
| MDB Mongodb Inc. | 0.63% | 733,787 | $128.7M | New |
| DKS Dick's Sporting Goods Inc. | 0.62% | 630,566 | $127.1M | Add +1899.2% |
| PCOR Procore Technologies Inc. | 0.60% | 1,879,226 | $124.1M | Add +7.2% |
| UNH Unitedhealth Group Inc. | 0.60% | 236,174 | $123.7M | Reduce -28.2% |
| TSLA Tesla Inc. | 0.60% | 474,720 | $123.0M | Reduce -28.1% |
| TXRH Texas Roadhouse Inc. | 0.57% | 702,048 | $117.0M | Add +1.3% |
| RRX Regal Rexnord Corp. | 0.55% | 1,001,177 | $114.0M | Reduce -12.1% |
| IP International Paper Co. | 0.55% | 2,117,805 | $113.0M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.55% | 324,635 | $112.1M | Reduce -6.2% |
| MASI Masimo Corp. | 0.54% | 671,479 | $111.9M | Reduce -12.7% |
| OWL Blue Owl Capital Inc. | 0.54% | 5,553,781 | $111.3M | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.53% | 655,367 | $108.8M | Reduce -18.4% |
| INSM Insmed Inc. | 0.52% | 1,406,609 | $107.3M | Add +49.9% |
| GKOS Glaukos Corp. | 0.52% | 1,084,184 | $106.7M | Add +34.3% |
| SN Sharkninja Inc. | 0.50% | 1,229,784 | $102.6M | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.49% | 426,665 | $100.8M | Reduce -0.1% |
| MSCI MSCI Inc. | 0.48% | 175,636 | $99.3M | Add +17.9% |
| NTRA Natera Inc. | 0.48% | 691,341 | $97.8M | Add +29.0% |
| ORCL Oracle Corp. | 0.48% | 698,726 | $97.7M | Reduce -16.0% |
| FOUR SHIFT4 Payments Inc. Class A | 0.47% | 1,186,149 | $96.9M | Reduce -23.6% |
| GLOB Globant SA | 0.47% | 820,445 | $96.6M | Add +209.0% |
| HUBS HubSpot Inc. | 0.46% | 166,657 | $95.2M | Add +0.6% |
| FLEX Flex Ltd. | 0.46% | 2,873,012 | $95.0M | Reduce -1.0% |
| TW Tradeweb Markets Inc. Class A | 0.46% | 630,032 | $93.5M | Add +9.3% |
| KD Kyndryl Holdings Inc. | 0.44% | 2,911,964 | $91.4M | Reduce -36.8% |
| FICO Fair Isaac Corp. | 0.44% | 48,827 | $90.0M | Add +14.5% |
| SLNO Soleno Therapeutics Inc. | 0.42% | 1,211,245 | $86.5M | Add +37.4% |
| PLMR Palomar Holdings Inc. | 0.41% | 618,598 | $84.8M | Add +4.2% |
| ITT Itt Inc. | 0.40% | 635,419 | $82.1M | Reduce -14.5% |
| PCVX Vaxcyte Inc. | 0.40% | 2,155,137 | $81.4M | Reduce -16.0% |
| IEX Idex Corp. | 0.39% | 445,203 | $80.6M | Add +25.7% |
| COR Cencora Inc. | 0.39% | 288,969 | $80.4M | New |
| TWLO Twilio Inc. Class A | 0.39% | 818,964 | $80.2M | Add +13.5% |
| KMPR Kemper Corp. | 0.39% | 1,192,664 | $79.7M | Add +8.9% |
| RYAN Ryan Specialty Holdings Inc. | 0.39% | 1,078,233 | $79.6M | Add +61.3% |
| APP AppLovin Corp. Class A | 0.38% | 297,188 | $78.7M | Reduce -14.6% |
| ROKU Roku Inc. | 0.38% | 1,117,739 | $78.7M | Reduce -0.1% |
| PRI Primerica Inc. | 0.38% | 276,225 | $78.6M | Add +15.0% |
| WSC Willscot Holdings Corp. | 0.38% | 2,803,085 | $77.9M | Add +1.8% |
| SPGI S&P Global Inc. | 0.37% | 151,399 | $76.9M | Add +0.6% |
| BFAM Bright Horizons Family Solut | 0.37% | 595,338 | $75.6M | Reduce -15.8% |
| EWBC East West Bancorp Inc. | 0.36% | 817,306 | $73.4M | Add +203.0% |
| MTSI Macom Technology Solutions H | 0.35% | 721,904 | $72.5M | Reduce -27.1% |
| BIRK Birkenstock Holding PLC | 0.35% | 1,572,685 | $72.1M | New |
| SFM Sprouts Farmers Market Inc. | 0.35% | 469,725 | $71.7M | New |
| RYTM Rhythm Pharmaceuticals Inc. | 0.35% | 1,341,092 | $71.0M | New |
| PR Permian Resources Corp. Class A | 0.34% | 5,085,292 | $70.4M | Reduce -0.1% |
| AVY Avery Dennison Corp. | 0.34% | 394,064 | $70.1M | Reduce -0.3% |
| AME Ametek Inc. | 0.34% | 406,878 | $70.0M | Reduce -1.1% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.34% | 1,557,874 | $69.0M | Reduce -10.1% |
| TRU Transunion | 0.34% | 830,028 | $68.9M | Reduce -21.8% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.33% | 457,555 | $67.7M | Reduce -0.9% |
| APO Apollo Global Management Inc. | 0.33% | 493,602 | $67.6M | Add +19.6% |
| WCN Waste Connections Inc. | 0.32% | 342,037 | $66.8M | Reduce -1.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.32% | 6,501,928 | $66.6M | Reduce -1.1% |
| DSGX The Descartes Systems Grp | 0.32% | 652,431 | $65.8M | Add +9.6% |
| BMI Badger Meter Inc. | 0.32% | 344,010 | $65.4M | New |
| FN Fabrinet | 0.31% | 327,137 | $64.6M | Reduce -20.5% |
| IRTC Irhythm Holdings Inc. | 0.31% | 617,078 | $64.6M | Reduce -19.4% |
Portfolio Sells Q4 2024 → Q1 2025
| VRT Vertiv Holdings Co. Class A | Reduce -36.1% | 0.84% | −1.00 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.70 |
| FLYW Flywire Corp.-Voting | Sold out | 0.00% | −0.58 |
| TSLA Tesla Inc. | Reduce -28.1% | 0.60% | −0.56 |
| FTAI Ftai Aviation Ltd. | Reduce -24.0% | 1.02% | −0.54 |
| XYZ Block Inc. | Sold out | 0.00% | −0.52 |
| PCVX Vaxcyte Inc. | Reduce -16.0% | 0.40% | −0.52 |
| PTC PTC Inc. | Sold out | 0.00% | −0.51 |
| GPN Global Payments Inc. | Reduce -95.6% | 0.02% | −0.46 |
| NVDA Nvidia Corp. | Reduce -0.8% | 3.87% | −0.46 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.44 |
| TGT Target Corp. | Sold out | 0.00% | −0.40 |
| MHO M/I Homes Inc. | Sold out | 0.00% | −0.37 |
| CHDN Churchill Downs Inc. | Reduce -61.3% | 0.19% | −0.33 |
| AAPL Apple Inc. | Reduce -7.0% | 3.68% | −0.31 |
| FFIV F5 Inc. | Reduce -94.8% | 0.02% | −0.29 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.28 |
| HAE Haemonetics Corp. | Sold out | 0.00% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 2.60% | −0.26 |
| ANF Abercrombie & Fitch Co. Class A | Reduce -28.1% | 0.18% | −0.26 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.25 |
| KD Kyndryl Holdings Inc. | Reduce -36.8% | 0.44% | −0.25 |
| LSPD Lightspeed Commerce Inc. | Reduce -99.4% | 0.00% | −0.25 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.24 |
| ICLR Icon PLC | Reduce -40.0% | 0.31% | −0.24 |
| NXPI NXP Semiconductors NV | Reduce -97.8% | 0.01% | −0.24 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -23.6% | 0.47% | −0.23 |
| CSX CSX Corp. | Reduce -48.0% | 0.25% | −0.22 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.22 |
| BIO Bio-Rad Laboratories-A | Reduce -49.1% | 0.16% | −0.22 |
| RRX Regal Rexnord Corp. | Reduce -12.1% | 0.55% | −0.21 |
| MTSI Macom Technology Solutions H | Reduce -27.1% | 0.35% | −0.21 |
| AAON Aaon Inc. | Sold out | 0.00% | −0.19 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.18 |
| TTD Trade Desk Inc./the Class A | Reduce -1.2% | 0.19% | −0.18 |
| ALGM Allegro Microsystems Inc. | Reduce -86.5% | 0.04% | −0.18 |
| MTB M & T Bank Corp. | Reduce -84.3% | 0.03% | −0.17 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.17 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.17 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -18.4% | 0.53% | −0.16 |
| TSCO Tractor Supply Company | Reduce -83.9% | 0.04% | −0.16 |
| RVLV Revolve Group Inc. Class A | Sold out | 0.00% | −0.16 |
| WAL Western Alliance Bancorp | Sold out | 0.00% | −0.15 |
| LRCX Lam Research Corp. | Reduce -41.4% | 0.26% | −0.13 |
| OS Onestream Inc. | Sold out | 0.00% | −0.13 |
| KNSL Kinsale Capital Group Inc. | Reduce -58.3% | 0.12% | −0.13 |
| P Everpure Inc. Class A | Reduce -10.1% | 0.34% | −0.13 |
| ORCL Oracle Corp. | Reduce -16.0% | 0.48% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -28.2% | 0.60% | −0.12 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.12 |
Portfolio Buys Q4 2024 → Q1 2025
| CHKP Check Point Software Tech | Add +214.6% | 0.96% | +0.74 |
| HWM Howmet Aerospace Inc. | New | 0.72% | +0.72 |
| MDB Mongodb Inc. | New | 0.63% | +0.63 |
| DKS Dick's Sporting Goods Inc. | Add +1899.2% | 0.62% | +0.59 |
| IP International Paper Co. | New | 0.55% | +0.55 |
| AXON Axon Enterprise Inc. | Add +29.8% | 2.37% | +0.53 |
| EAT Brinker International Inc. | Add +102.0% | 0.72% | +0.44 |
| COR Cencora Inc. | New | 0.39% | +0.39 |
| BIRK Birkenstock Holding PLC | New | 0.35% | +0.35 |
| SFM Sprouts Farmers Market Inc. | New | 0.35% | +0.35 |
| RYTM Rhythm Pharmaceuticals Inc. | New | 0.35% | +0.35 |
| LEGN Legend Biotech Corp.-ADR | Add +21.1% | 1.14% | +0.33 |
| BMI Badger Meter Inc. | New | 0.32% | +0.32 |
| LPLA LPL Financial Holdings Inc. | Add +17.6% | 1.32% | +0.32 |
| V Visa Inc. Class A | Add +0.5% | 1.54% | +0.30 |
| LLY Eli Lilly & Co. | Add +17.7% | 1.04% | +0.30 |
| HOOD Robinhood Markets Inc. Class A | New | 0.29% | +0.29 |
| BRZE Braze Inc. Class A | New | 0.27% | +0.27 |
| MWA Mueller Water Products Inc. Class A | New | 0.26% | +0.26 |
| BAC Bank of America Corp. | Add +52.4% | 0.68% | +0.26 |
| WNS WNS Holdings Ltd. | New | 0.25% | +0.25 |
| SLNO Soleno Therapeutics Inc. | Add +37.4% | 0.42% | +0.25 |
| EWBC East West Bancorp Inc. | Add +203.0% | 0.36% | +0.24 |
| HQY Healthequity Inc. | New | 0.24% | +0.24 |
| INSM Insmed Inc. | Add +49.9% | 0.52% | +0.24 |
| CART Maplebear Inc. | New | 0.24% | +0.24 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.23% | +0.23 |
| HLI Houlihan Lokey Inc. | New | 0.23% | +0.23 |
| GLOB Globant SA | Add +209.0% | 0.47% | +0.22 |
| SMTC Semtech Corp. | New | 0.22% | +0.22 |
| RYAN Ryan Specialty Holdings Inc. | Add +61.3% | 0.39% | +0.20 |
| SPOT Spotify Technology SA | New | 0.20% | +0.20 |
| NFLX Netflix Inc. | Add +6.8% | 0.97% | +0.19 |
| TECH Bio-Techne Corp. | New | 0.19% | +0.19 |
| RVMD Revolution Medicines Inc. | Add +18248.8% | 0.18% | +0.18 |
| SLAB Silicon Laboratories Inc. | New | 0.18% | +0.18 |
| WDC Western Digital Corp. | New | 0.17% | +0.17 |
| CRM Salesforce Inc. | Add +31.1% | 1.02% | +0.15 |
| LNTH Lantheus Holdings Inc. | Add +2.2% | 0.75% | +0.15 |
| PLMR Palomar Holdings Inc. | Add +4.2% | 0.41% | +0.14 |
| ALAB Astera Labs Inc. | New | 0.14% | +0.14 |
| TW Tradeweb Markets Inc. Class A | Add +9.3% | 0.46% | +0.13 |
| FORM Formfactor Inc. | New | 0.13% | +0.13 |
| MRUS Merus NV | Add +51.2% | 0.31% | +0.13 |
| COHR Coherent Corp. | New | 0.13% | +0.13 |
| CRDO Credo Technology Group Holdi | New | 0.12% | +0.12 |
| NTRA Natera Inc. | Add +29.0% | 0.48% | +0.11 |
| PRI Primerica Inc. | Add +15.0% | 0.38% | +0.10 |
| WGS Genedx Holdings Corp. | New | 0.10% | +0.10 |
| MSCI MSCI Inc. | Add +17.9% | 0.48% | +0.09 |
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 |