Westfield Capital Management Co LP
278 holdingsFiling period: 2026-06-30Current AUM: $28.42Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 8.08M | $1.62B | $1.65B | 5.82% | +1.76M | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 3.75M | $1.34B | $1.05B | 3.69% | +1.72M | 2026-06-30 |
| 3 | — | Ascendis Pharma A/S | 4.80M | $1.28B | $1.28B | 4.50% | -- | 2026-06-30 |
| 4 | AXON | Axon Enterprise Inc | 1.49M | $836.1M | $638.0M | 2.24% | +427.4K | 2026-06-30 |
| 5 | — | Ftai Aviation Ltd | 2.94M | $794.6M | $794.6M | 2.80% | +89.0K | 2026-06-30 |
| 6 | AAPL | Apple Inc | 2.57M | $744.7M | $887.0M | 3.12% | -559,339 | 2026-06-30 |
| 7 | FIX | Comfort Sys USA Inc | 355.4K | $704.5M | $438.1M | 1.54% | -265,482 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 1.56M | $588.0M | $507.6M | 1.79% | +319.6K | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 1.41M | $527.6M | $738.1M | 2.60% | -235,219 | 2026-06-30 |
| 10 | HWM | Howmet Aerospace Inc | 1.92M | $516.6M | $382.8M | 1.35% | -368,221 | 2026-06-30 |
| 11 | LLY | Eli Lilly & Co | 416.7K | $499.8M | $590.7M | 2.08% | +52.2K | 2026-06-30 |
| 12 | SNOW | Snowflake Inc | 1.74M | $441.9M | $531.5M | 1.87% | +1.02M | 2026-06-30 |
| 13 | MKSI | Mks Inc. | 928.6K | $413.0M | $187.6M | 0.66% | -118,146 | 2026-06-30 |
| 14 | META | Meta Platforms Inc | 677.4K | $381.6M | $416.6M | 1.47% | +150.6K | 2026-06-30 |
| 15 | VRT | Vertiv Holdings Co | 1.05M | $353.0M | $245.1M | 0.86% | -867,335 | 2026-06-30 |
| 16 | GEV | GE Vernova Inc | 241.3K | $283.5M | $207.0M | 0.73% | +42.0K | 2026-06-30 |
| 17 | MU | Micron Technology Inc | 228.2K | $263.4M | $201.9M | 0.71% | +127.8K | 2026-06-30 |
| 18 | V | Visa Inc | 762.4K | $261.6M | $315.3M | 1.11% | +305.9K | 2026-06-30 |
| 19 | APG | Api Group Corp | 6.15M | $260.6M | $272.9M | 0.96% | +1.52M | 2026-06-30 |
| 20 | TPR | Tapestry Inc | 1.70M | $248.3M | $197.3M | 0.69% | -502,293 | 2026-06-30 |
| 21 | RYTM | Rhythm Pharmaceuticals Inc | 2.21M | $245.2M | $204.4M | 0.72% | +279.5K | 2026-06-30 |
| 22 | LTH | Life Time Group Holdings Inc | 6.00M | $244.8M | $270.4M | 0.95% | +2.81M | 2026-06-30 |
| 23 | TSM | Taiwan Semiconductor Manufac | 511.0K | $244.0M | $207.5M | 0.73% | +17.5K | 2026-06-30 |
| 24 | GH | Guardant Health Inc | 1.62M | $243.7M | $290.5M | 1.02% | +261.9K | 2026-06-30 |
| 25 | PWR | Quanta Svcs Inc | 331.5K | $238.7M | $205.8M | 0.72% | -327 | 2026-06-30 |
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