Westfield Capital Management as of Sept. 30, 2025
Portfolio Holdings for Westfield Capital Management
Westfield Capital Management holds 235 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.1 | $1.2B | 6.5M | 186.58 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 4.4 | $1.0B | 5.3M | 198.81 | |
| Microsoft Corporation (MSFT) | 3.7 | $883M | 1.7M | 517.95 | |
| Apple (AAPL) | 3.6 | $849M | 3.3M | 254.63 | |
| Comfort Systems USA (FIX) | 2.9 | $688M | 833k | 825.18 | |
| Meta Platforms Cl A (META) | 2.4 | $564M | 768k | 734.38 | |
| Amazon (AMZN) | 2.3 | $558M | 2.5M | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $546M | 2.2M | 243.10 | |
| Axon Enterprise (AXON) | 2.2 | $523M | 729k | 717.64 | |
| Howmet Aerospace (HWM) | 1.7 | $394M | 2.0M | 196.23 | |
| Broadcom (AVGO) | 1.6 | $385M | 1.2M | 329.91 | |
| Ftai Aviation SHS (FTAI) | 1.5 | $356M | 2.1M | 166.86 | |
| Vertiv Holdings Com Cl A (VRT) | 1.4 | $339M | 2.2M | 150.86 | |
| TransDigm Group Incorporated (TDG) | 1.2 | $287M | 218k | 1318.02 | |
| Tapestry (TPR) | 1.2 | $278M | 2.5M | 113.22 | |
| Netflix (NFLX) | 1.2 | $277M | 231k | 1198.92 | |
| Semtech Corporation (SMTC) | 1.0 | $242M | 3.4M | 71.45 | |
| Visa Com Cl A (V) | 1.0 | $241M | 706k | 341.38 | |
| Servicenow (NOW) | 1.0 | $239M | 260k | 920.28 | |
| Marvell Technology (MRVL) | 0.9 | $220M | 2.6M | 84.07 | |
| Eli Lilly & Co. (LLY) | 0.9 | $211M | 277k | 763.00 | |
| Masimo Corporation (MASI) | 0.9 | $209M | 1.4M | 147.55 | |
| Merus N V (MRUS) | 0.8 | $201M | 2.1M | 94.15 | |
| Bank of America Corporation (BAC) | 0.8 | $199M | 3.9M | 51.59 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.8 | $199M | 6.1M | 32.61 | |
| AutoZone (AZO) | 0.8 | $196M | 46k | 4290.23 | |
| Lpl Financial Holdings (LPLA) | 0.8 | $192M | 576k | 332.69 | |
| Tesla Motors (TSLA) | 0.8 | $180M | 404k | 444.72 | |
| Regal-beloit Corporation (RRX) | 0.7 | $175M | 1.2M | 143.44 | |
| Oracle Corporation (ORCL) | 0.7 | $169M | 600k | 281.24 | |
| Roblox Corp Cl A (RBLX) | 0.7 | $165M | 1.2M | 138.52 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.7 | $164M | 1.0M | 159.89 | |
| Ge Vernova (GEV) | 0.7 | $163M | 266k | 614.90 | |
| Healthequity (HQY) | 0.7 | $163M | 1.7M | 94.77 | |
| Dynatrace Com New (DT) | 0.7 | $162M | 3.3M | 48.45 | |
| Coherent Corp (COHR) | 0.7 | $159M | 1.5M | 107.72 | |
| Casella Waste Sys Cl A (CWST) | 0.7 | $156M | 1.6M | 94.88 | |
| Dex (DXCM) | 0.7 | $156M | 2.3M | 67.29 | |
| CommVault Systems (CVLT) | 0.6 | $148M | 786k | 188.78 | |
| Pure Storage Cl A (PSTG) | 0.6 | $147M | 1.8M | 83.81 | |
| Sharkninja Com Shs (SN) | 0.6 | $145M | 1.4M | 103.15 | |
| Bloom Energy Corp Com Cl A (BE) | 0.6 | $142M | 1.7M | 84.57 | |
| Samsara Com Cl A (IOT) | 0.6 | $142M | 3.8M | 37.25 | |
| Vaxcyte (PCVX) | 0.6 | $135M | 3.7M | 36.02 | |
| Monday SHS (MNDY) | 0.6 | $134M | 693k | 193.69 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $131M | 467k | 279.29 | |
| Primoris Services (PRIM) | 0.5 | $130M | 947k | 137.33 | |
| Snowflake Com Shs (SNOW) | 0.5 | $130M | 575k | 225.55 | |
| Revolution Medicines (RVMD) | 0.5 | $117M | 2.5M | 46.70 | |
| Rocket Lab Corp (RKLB) | 0.5 | $117M | 2.4M | 47.91 | |
| Procore Technologies (PCOR) | 0.5 | $112M | 1.5M | 72.92 | |
| Palantir Technologies Cl A (PLTR) | 0.5 | $111M | 607k | 182.42 | |
| Roku Com Cl A (ROKU) | 0.5 | $110M | 1.1M | 100.13 | |
| Royal Caribbean Cruises (RCL) | 0.5 | $109M | 337k | 323.58 | |
| International Paper Company (IP) | 0.5 | $109M | 2.3M | 46.40 | |
| Rhythm Pharmaceuticals (RYTM) | 0.5 | $108M | 1.1M | 100.99 | |
| Doordash Cl A (DASH) | 0.4 | $107M | 394k | 271.99 | |
| Live Nation Entertainment (LYV) | 0.4 | $106M | 646k | 163.40 | |
| Heico Corp Cl A (HEI.A) | 0.4 | $104M | 410k | 254.09 | |
| Nextracker Class A Com (NXT) | 0.4 | $103M | 1.4M | 73.99 | |
| Cloudflare Cl A Com (NET) | 0.4 | $103M | 481k | 214.59 | |
| Karman Hldgs Common Stock (KRMN) | 0.4 | $103M | 1.4M | 72.20 | |
| Birkenstock Holding Com Shs (BIRK) | 0.4 | $102M | 2.3M | 45.25 | |
| AmerisourceBergen (COR) | 0.4 | $102M | 326k | 312.53 | |
| Quanta Services (PWR) | 0.4 | $102M | 246k | 414.42 | |
| Itt (ITT) | 0.4 | $102M | 568k | 178.76 | |
| Glaukos (GKOS) | 0.4 | $100M | 1.2M | 81.55 | |
| Msci (MSCI) | 0.4 | $100M | 175k | 567.41 | |
| Transunion (TRU) | 0.4 | $99M | 1.2M | 83.78 | |
| Vistra Energy (VST) | 0.4 | $97M | 493k | 195.92 | |
| Descartes Sys Grp (DSGX) | 0.4 | $94M | 1.0M | 94.23 | |
| Natera (NTRA) | 0.4 | $93M | 576k | 160.97 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $92M | 1.0M | 91.37 | |
| Xpo Logistics Inc equity (XPO) | 0.4 | $90M | 695k | 129.27 | |
| O'reilly Automotive (ORLY) | 0.4 | $88M | 817k | 107.81 | |
| Topbuild (BLD) | 0.4 | $88M | 225k | 390.86 | |
| Kkr & Co (KKR) | 0.4 | $87M | 673k | 129.95 | |
| Palomar Hldgs (PLMR) | 0.4 | $86M | 739k | 116.75 | |
| Costco Wholesale Corporation (COST) | 0.4 | $85M | 92k | 925.63 | |
| Key (KEY) | 0.4 | $84M | 4.5M | 18.69 | |
| Houlihan Lokey Cl A (HLI) | 0.4 | $83M | 406k | 205.32 | |
| UnitedHealth (UNH) | 0.3 | $83M | 241k | 345.30 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $83M | 268k | 309.74 | |
| Draftkings Com Cl A (DKNG) | 0.3 | $78M | 2.1M | 37.40 | |
| Alkami Technology (ALKT) | 0.3 | $77M | 3.1M | 24.84 | |
| Option Care Health Com New (OPCH) | 0.3 | $77M | 2.8M | 27.76 | |
| Palo Alto Networks (PANW) | 0.3 | $75M | 370k | 203.62 | |
| Adma Biologics (ADMA) | 0.3 | $75M | 5.1M | 14.66 | |
| Builders FirstSource (BLDR) | 0.3 | $75M | 616k | 121.25 | |
| Wynn Resorts (WYNN) | 0.3 | $74M | 574k | 128.27 | |
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $73M | 551k | 132.40 | |
| Vulcan Materials Company (VMC) | 0.3 | $73M | 237k | 307.62 | |
| Genius Sports Shares Cl A (GENI) | 0.3 | $72M | 5.9M | 12.38 | |
| Fifth Third Ban (FITB) | 0.3 | $72M | 1.6M | 44.55 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.3 | $72M | 1.3M | 56.36 | |
| Blue Owl Capital Com Cl A (OWL) | 0.3 | $72M | 4.2M | 16.93 | |
| Rockwell Automation (ROK) | 0.3 | $71M | 204k | 349.53 | |
| Primerica (PRI) | 0.3 | $71M | 257k | 277.59 | |
| Procept Biorobotics Corp (PRCT) | 0.3 | $70M | 2.0M | 35.69 | |
| Insmed Com Par $.01 (INSM) | 0.3 | $70M | 488k | 144.01 | |
| Red Rock Resorts Cl A (RRR) | 0.3 | $70M | 1.1M | 61.06 | |
| Icon SHS (ICLR) | 0.3 | $69M | 396k | 175.00 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.3 | $69M | 473k | 145.61 | |
| Saia (SAIA) | 0.3 | $68M | 228k | 299.36 | |
| Rh (RH) | 0.3 | $68M | 333k | 203.16 | |
| Ametek (AME) | 0.3 | $67M | 359k | 188.00 | |
| Firstcash Holdings (FCFS) | 0.3 | $67M | 423k | 158.42 | |
| Lincoln Electric Holdings (LECO) | 0.3 | $67M | 283k | 235.83 | |
| Pinterest Cl A (PINS) | 0.3 | $65M | 2.0M | 32.17 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $65M | 218k | 297.91 | |
| IDEX Corporation (IEX) | 0.3 | $65M | 398k | 162.76 | |
| Intercontinental Exchange (ICE) | 0.3 | $64M | 379k | 168.48 | |
| Hubspot (HUBS) | 0.3 | $63M | 134k | 467.80 | |
| East West Ban (EWBC) | 0.3 | $63M | 590k | 106.45 | |
| Synopsys (SNPS) | 0.3 | $63M | 127k | 493.39 | |
| Insulet Corporation (PODD) | 0.3 | $62M | 201k | 308.73 | |
| Braze Com Cl A (BRZE) | 0.3 | $62M | 2.2M | 28.44 | |
| Globe Life (GL) | 0.3 | $62M | 431k | 142.97 | |
| Onto Innovation (ONTO) | 0.3 | $61M | 475k | 129.22 | |
| Applied Industrial Technologies (AIT) | 0.3 | $61M | 235k | 261.05 | |
| Soleno Therapeutics (SLNO) | 0.3 | $61M | 899k | 67.60 | |
| Hilton Worldwide Holdings (HLT) | 0.3 | $61M | 234k | 259.44 | |
| Wintrust Financial Corporation (WTFC) | 0.3 | $61M | 457k | 132.44 | |
| Kinsale Cap Group (KNSL) | 0.3 | $60M | 142k | 425.26 | |
| IDEXX Laboratories (IDXX) | 0.3 | $60M | 94k | 638.89 | |
| Fabrinet SHS (FN) | 0.2 | $59M | 163k | 364.62 | |
| Twilio Cl A (TWLO) | 0.2 | $59M | 591k | 100.09 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $59M | 84k | 698.00 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.2 | $59M | 544k | 107.74 | |
| Technipfmc (FTI) | 0.2 | $58M | 1.5M | 39.45 | |
| Jabil Circuit (JBL) | 0.2 | $58M | 266k | 217.17 | |
| TTM Technologies (TTMI) | 0.2 | $57M | 994k | 57.60 | |
| Clean Harbors (CLH) | 0.2 | $57M | 244k | 232.22 | |
| CSX Corporation (CSX) | 0.2 | $57M | 1.6M | 35.51 | |
| Mongodb Cl A (MDB) | 0.2 | $56M | 181k | 310.38 | |
| Irhythm Technologies (IRTC) | 0.2 | $56M | 324k | 171.99 | |
| M/a (MTSI) | 0.2 | $54M | 437k | 124.49 | |
| Imax Corp Cad (IMAX) | 0.2 | $53M | 1.6M | 32.75 | |
| Brinker International (EAT) | 0.2 | $53M | 416k | 126.68 | |
| Burlington Stores (BURL) | 0.2 | $52M | 206k | 254.50 | |
| Talen Energy Corp (TLN) | 0.2 | $52M | 123k | 425.38 | |
| Avient Corp (AVNT) | 0.2 | $52M | 1.6M | 32.95 | |
| Atlassian Corporation Cl A (TEAM) | 0.2 | $52M | 322k | 159.70 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $51M | 702k | 73.08 | |
| Lattice Semiconductor (LSCC) | 0.2 | $51M | 697k | 73.32 | |
| Stepstone Group Com Cl A (STEP) | 0.2 | $51M | 779k | 65.31 | |
| Waste Connections (WCN) | 0.2 | $51M | 289k | 175.80 | |
| Shift4 Pmts Cl A (FOUR) | 0.2 | $51M | 654k | 77.40 | |
| Rambus (RMBS) | 0.2 | $51M | 485k | 104.20 | |
| Fair Isaac Corporation (FICO) | 0.2 | $49M | 33k | 1496.52 | |
| Xenon Pharmaceuticals (XENE) | 0.2 | $48M | 1.2M | 40.15 | |
| 89bio (ETNB) | 0.2 | $48M | 3.3M | 14.70 | |
| F.N.B. Corporation (FNB) | 0.2 | $48M | 3.0M | 16.11 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.2 | $47M | 1.9M | 24.80 | |
| Diamondback Energy (FANG) | 0.2 | $46M | 320k | 143.10 | |
| Vita Coco Co Inc/the (COCO) | 0.2 | $45M | 1.1M | 42.47 | |
| Silicon Laboratories (SLAB) | 0.2 | $45M | 342k | 131.13 | |
| Bio Rad Labs Cl A (BIO) | 0.2 | $44M | 156k | 280.39 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.2 | $43M | 2.0M | 21.11 | |
| Permian Resources Corp Class A Com (PR) | 0.2 | $43M | 3.4M | 12.80 | |
| Entegris (ENTG) | 0.2 | $43M | 460k | 92.46 | |
| Calix (CALX) | 0.2 | $42M | 684k | 61.37 | |
| Niq Global Intelligence Ordinary Shares | 0.2 | $41M | 2.6M | 15.70 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $41M | 288k | 143.18 | |
| Alnylam Pharmaceuticals (ALNY) | 0.2 | $40M | 88k | 456.00 | |
| RadNet (RDNT) | 0.2 | $40M | 526k | 76.21 | |
| MKS Instruments (MKSI) | 0.2 | $40M | 323k | 123.77 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $40M | 297k | 134.17 | |
| Kyndryl Hldgs Common Stock (KD) | 0.2 | $40M | 1.3M | 30.03 | |
| Toast Cl A (TOST) | 0.2 | $38M | 1.0M | 36.51 | |
| Astera Labs (ALAB) | 0.2 | $38M | 193k | 195.80 | |
| FormFactor (FORM) | 0.2 | $37M | 1.0M | 36.42 | |
| Core Scientific (CORZ) | 0.2 | $36M | 2.0M | 17.94 | |
| Targa Res Corp (TRGP) | 0.1 | $31M | 182k | 167.54 | |
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.1 | $30M | 1.1M | 28.21 | |
| Spx Corp (SPXC) | 0.1 | $27M | 146k | 186.78 | |
| Riot Blockchain (RIOT) | 0.1 | $26M | 1.4M | 19.03 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.1 | $23M | 3.0M | 7.74 | |
| Ionq Inc Pipe (IONQ) | 0.1 | $23M | 368k | 61.50 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $21M | 100k | 206.91 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $21M | 90k | 227.73 | |
| Super Micro Computer Com New (SMCI) | 0.1 | $17M | 359k | 47.94 | |
| Pattern Group Com Ser A | 0.1 | $16M | 1.1M | 13.70 | |
| Mueller Industries (MLI) | 0.1 | $13M | 128k | 101.11 | |
| Williams Companies (WMB) | 0.1 | $13M | 201k | 63.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $9.9M | 41k | 243.55 | |
| Coca-Cola Company (KO) | 0.0 | $9.0M | 136k | 66.32 | |
| Cintas Corporation (CTAS) | 0.0 | $8.9M | 43k | 205.26 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $8.2M | 517k | 15.94 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $7.7M | 460k | 16.74 | |
| Wells Fargo & Company (WFC) | 0.0 | $7.4M | 88k | 83.82 | |
| TJX Companies (TJX) | 0.0 | $7.2M | 50k | 144.54 | |
| Ameriprise Financial (AMP) | 0.0 | $7.2M | 15k | 491.25 | |
| Raymond James Financial (RJF) | 0.0 | $6.9M | 40k | 172.60 | |
| Trane Technologies SHS (TT) | 0.0 | $6.7M | 16k | 421.96 | |
| Wal-Mart Stores (WMT) | 0.0 | $6.7M | 65k | 103.06 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $6.6M | 14k | 485.02 | |
| M&T Bank Corporation (MTB) | 0.0 | $6.0M | 31k | 197.62 | |
| Rollins (ROL) | 0.0 | $5.9M | 101k | 58.74 | |
| Medtronic SHS (MDT) | 0.0 | $5.9M | 62k | 95.24 | |
| Stag Industrial (STAG) | 0.0 | $5.9M | 166k | 35.29 | |
| Welltower Inc Com reit (WELL) | 0.0 | $5.7M | 32k | 178.14 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $5.7M | 3.2k | 1789.16 | |
| Goldman Sachs (GS) | 0.0 | $5.7M | 7.1k | 796.35 | |
| Hershey Company (HSY) | 0.0 | $5.5M | 29k | 187.05 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $5.4M | 7.2k | 758.15 | |
| Nextera Energy (NEE) | 0.0 | $5.3M | 71k | 75.49 | |
| Cardinal Health (CAH) | 0.0 | $5.3M | 34k | 156.96 | |
| F5 Networks (FFIV) | 0.0 | $5.2M | 16k | 323.19 | |
| McKesson Corporation (MCK) | 0.0 | $5.2M | 6.7k | 772.54 | |
| Cme (CME) | 0.0 | $5.1M | 19k | 270.19 | |
| Ciena Corp Com New (CIEN) | 0.0 | $4.6M | 32k | 145.67 | |
| Kroger (KR) | 0.0 | $4.3M | 64k | 67.41 | |
| Waste Management (WM) | 0.0 | $4.1M | 19k | 220.83 | |
| Gartner (IT) | 0.0 | $3.8M | 14k | 262.87 | |
| Expedia Group Com New (EXPE) | 0.0 | $3.6M | 17k | 213.75 | |
| Home Depot (HD) | 0.0 | $2.4M | 6.0k | 405.19 | |
| Ranpak Holdings Corp Com Cl A (PACK) | 0.0 | $2.3M | 407k | 5.62 | |
| Maplebear (CART) | 0.0 | $1.9M | 51k | 36.76 | |
| Abbvie (ABBV) | 0.0 | $1.8M | 7.9k | 231.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $1.2M | 2.4k | 502.74 | |
| Booking Holdings (BKNG) | 0.0 | $1.1M | 210.00 | 5399.27 | |
| Danaher Corporation (DHR) | 0.0 | $982k | 5.0k | 198.26 | |
| International Business Machines (IBM) | 0.0 | $937k | 3.3k | 282.16 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $923k | 1.3k | 718.55 | |
| Plexus (PLXS) | 0.0 | $752k | 5.2k | 144.69 | |
| Boston Scientific Corporation (BSX) | 0.0 | $741k | 7.6k | 97.63 | |
| MercadoLibre (MELI) | 0.0 | $732k | 313.00 | 2336.94 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $710k | 17k | 42.37 | |
| Comerica Incorporated (CMA) | 0.0 | $587k | 8.6k | 68.52 | |
| EQT Corporation (EQT) | 0.0 | $579k | 11k | 54.43 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $325k | 4.3k | 75.11 | |
| Uniqure Nv SHS (QURE) | 0.0 | $223k | 3.8k | 58.37 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $205k | 1.4k | 142.43 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $202k | 3.1k | 65.42 |
