WESTFIELD CAPITAL MANAGEMENT CO LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FTAI AVIATION LTD(FTAI) | 2,350,625 | 2,848,227 | +497,602 | 462,720,531 | 697,815,609 | 2.93% | +235,095,078 |
| COMFORT SYS USA INC(FIX) | 668,835 | 620,915 | -47,920 | 624,217,111 | 856,235,416 | 3.59% | +232,018,305 |
| INSMED INC(INSM) | 432,521 | 1,468,459 | +1,035,938 | 75,275,955 | 240,122,429 | 1.01% | +164,846,474 |
| CHENIERE ENERGY INC(LNG) | 0 | 459,044 | +459,044 | 0 | 130,258,215 | 0.55% | +130,258,215 |
| AMER SPORTS INC(AS) | 0 | 3,937,521 | +3,937,521 | 0 | 129,623,185 | 0.54% | +129,623,185 |
| VERTIV HOLDINGS CO(VRT) | 2,277,716 | 1,921,696 | -356,020 | 369,012,808 | 481,538,482 | 2.02% | +112,525,674 |
| AMERICAN INTL GROUP INC | 0 | 1,458,711 | +1,458,711 | 0 | 109,768,039 | 0.46% | +109,768,039 |
| MKS INC.(MKSI) | 839,773 | 1,046,763 | +206,990 | 134,195,725 | 240,556,578 | 1.01% | +106,360,853 |
| JONES LANG LASALLE INC(JLL) | 0 | 347,779 | +347,779 | 0 | 105,836,105 | 0.44% | +105,836,105 |
| ROSS STORES INC(ROST) | 0 | 471,916 | +471,916 | 0 | 102,231,254 | 0.43% | +102,231,254 |
| WOODWARD INC(WWD) | 0 | 272,185 | +272,185 | 0 | 97,420,455 | 0.41% | +97,420,455 |
| ARISTA NETWORKS INC(ANET) | 0 | 780,402 | +780,402 | 0 | 95,817,728 | 0.40% | +95,817,728 |
| LIFE TIME GROUP HOLDINGS INC(LTH) | 0 | 3,185,515 | +3,185,515 | 0 | 85,817,774 | 0.36% | +85,817,774 |
| MORGAN STANLEY(MS) | 0 | 496,558 | +496,558 | 0 | 81,718,617 | 0.34% | +81,718,617 |
| MASTEC INC(MTZ) | 0 | 249,980 | +249,980 | 0 | 80,428,565 | 0.34% | +80,428,565 |
| PLEXUS CORP(PLXS) | 5,200 | 384,493 | +379,293 | 764,400 | 77,875,212 | 0.33% | +77,110,812 |
| PERMIAN RESOURCES CORP(PR) | 5,951,186 | 7,481,457 | +1,530,271 | 83,495,140 | 159,504,663 | 0.67% | +76,009,523 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 0 | 486,581 | +486,581 | 0 | 72,773,054 | 0.31% | +72,773,054 |
| HOWMET AEROSPACE INC(HWM) | 2,219,125 | 2,289,697 | +70,572 | 454,964,962 | 527,683,511 | 2.21% | +72,718,549 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 154,585 | 674,557 | +519,972 | 27,477,516 | 98,674,222 | 0.41% | +71,196,706 |
| LOWES COS INC(LOW) | 0 | 300,962 | +300,962 | 0 | 71,111,190 | 0.30% | +71,111,190 |
| GUARDANT HEALTH INC(GH) | 539,190 | 1,362,539 | +823,349 | 55,072,867 | 125,857,727 | 0.53% | +70,784,860 |
| NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES | 0 | 2,202,913 | +2,202,913 | 0 | 70,515,245 | 0.30% | +70,515,245 |
| QUANTA SVCS INC | 273,528 | 331,816 | +58,288 | 115,445,198 | 182,173,674 | 0.76% | +66,728,476 |
| CELSIUS HLDGS INC(CELH) | 1,544,215 | 3,768,911 | +2,224,696 | 70,632,394 | 133,720,962 | 0.56% | +63,088,568 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 0 | 970,295 | +970,295 | 0 | 62,690,760 | 0.26% | +62,690,760 |
| FABRINET(FN) | 190,170 | 284,874 | +94,704 | 86,580,676 | 148,567,570 | 0.62% | +61,986,894 |
| BLOOM ENERGY CORP | 1,145,296 | 1,191,572 | +46,276 | 99,514,769 | 161,446,090 | 0.68% | +61,931,321 |
| ASTERA LABS INC(ALAB) | 195,294 | 860,113 | +664,819 | 32,489,110 | 94,268,376 | 0.40% | +61,779,266 |
| GE VERNOVA INC(GEV) | 177,934 | 199,306 | +21,372 | 116,292,243 | 173,974,371 | 0.73% | +57,682,128 |
| API GROUP CORP(APG) | 3,453,355 | 4,634,929 | +1,181,574 | 132,125,362 | 187,807,323 | 0.79% | +55,681,961 |
| INSTALLED BLDG PRODS INC(IBP) | 0 | 208,248 | +208,248 | 0 | 55,216,957 | 0.23% | +55,216,957 |
| TECHNIPFMC PLC(FTI) | 1,952,427 | 2,033,755 | +81,328 | 87,000,147 | 140,593,483 | 0.59% | +53,593,336 |
| GLAUKOS CORP(GKOS) | 0 | 482,219 | +482,219 | 0 | 51,915,698 | 0.22% | +51,915,698 |
| COEUR MNG INC(CDE) | 0 | 2,738,846 | +2,738,846 | 0 | 51,408,139 | 0.22% | +51,408,139 |
| MARRIOTT INTL INC NEW(MAR) | 0 | 153,219 | +153,219 | 0 | 50,113,317 | 0.21% | +50,113,317 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 0 | 94,813 | +94,813 | 0 | 49,631,761 | 0.21% | +49,631,761 |
| NXP SEMICONDUCTORS N V COM | 0 | 247,996 | +247,996 | 0 | 48,820,570 | 0.20% | +48,820,570 |
| VAXCYTE INC(PCVX) | 3,539,717 | 3,646,138 | +106,421 | 163,322,542 | 211,877,079 | 0.89% | +48,554,537 |
| DIAMONDBACK ENERGY INC(FANG) | 354,655 | 503,474 | +148,819 | 53,315,341 | 99,582,200 | 0.42% | +46,266,859 |
| PLANET LABS PBC(PL) | 0 | 1,637,041 | +1,637,041 | 0 | 45,755,296 | 0.19% | +45,755,296 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 93,444 | 245,539 | +152,095 | 37,158,099 | 81,241,478 | 0.34% | +44,083,379 |
| ENTEGRIS INC(ENTG) | 0 | 371,686 | +371,686 | 0 | 43,576,502 | 0.18% | +43,576,502 |
| RIOT PLATFORMS INC(RIOT) | 0 | 3,499,880 | +3,499,880 | 0 | 43,258,517 | 0.18% | +43,258,517 |
| TAPESTRY INC(TPR) | 2,098,104 | 2,198,862 | +100,758 | 268,074,735 | 310,281,358 | 1.30% | +42,206,623 |
| LPL FINL HLDGS INC(LPLA) | 625,562 | 881,506 | +255,944 | 223,431,883 | 265,183,525 | 1.11% | +41,751,642 |
| CORPAY INC(CPAY) | 0 | 143,120 | +143,120 | 0 | 41,646,618 | 0.17% | +41,646,618 |
| TARGA RES CORP(TRGP) | 198,542 | 304,997 | +106,455 | 36,631,076 | 76,471,806 | 0.32% | +39,840,730 |
| NETFLIX INC.(NFLX) | 1,597,547 | 1,969,994 | +372,447 | 149,786,032 | 189,414,876 | 0.79% | +39,628,844 |
| NEXTPOWER INC | 1,090,300 | 1,107,346 | +17,046 | 94,976,033 | 133,490,560 | 0.56% | +38,514,527 |
| ELI LILLY & CO(LLY) | 277,549 | 364,579 | +87,030 | 298,276,527 | 335,329,189 | 1.41% | +37,052,662 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 357,721 | 457,425 | +99,704 | 102,755,321 | 139,093,786 | 0.58% | +36,338,465 |
| LEGENCE CORP(LGN) | 1,613,326 | 1,861,653 | +248,327 | 69,437,551 | 105,108,928 | 0.44% | +35,671,377 |
| MICRON TECHNOLOGY INC(MU) | 0 | 100,434 | +100,434 | 0 | 33,930,703 | 0.14% | +33,930,703 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 1,267,158 | 1,929,123 | +661,965 | 135,636,592 | 167,775,827 | 0.70% | +32,139,235 |
| GLOBE LIFE INC | 608,813 | 842,423 | +233,610 | 85,148,586 | 117,240,009 | 0.49% | +32,091,423 |
| ITT INC(ITT) | 587,446 | 703,309 | +115,863 | 101,927,755 | 134,001,464 | 0.56% | +32,073,709 |
| FREEPORT MCMORAN INC(FCX) | 0 | 544,359 | +544,359 | 0 | 31,997,450 | 0.13% | +31,997,450 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 446,195 | 493,504 | +47,309 | 135,594,105 | 166,779,716 | 0.70% | +31,185,611 |
| LENDINGCLUB ISSUANCE TR SER(HAPN) | 0 | 2,117,543 | +2,117,543 | 0 | 30,323,216 | 0.13% | +30,323,216 |
| FASTENAL CO(FAST) | 0 | 638,334 | +638,334 | 0 | 29,618,709 | 0.12% | +29,618,709 |
| CENCORA INC | 319,215 | 436,909 | +117,694 | 107,814,916 | 137,250,518 | 0.58% | +29,435,602 |
| XENON PHARMACEUTICALS INC(XENE) | 1,226,771 | 1,401,483 | +174,712 | 54,983,876 | 81,496,236 | 0.34% | +26,512,360 |
| CATERPILLAR INC(CAT) | 0 | 32,325 | +32,325 | 0 | 22,900,629 | 0.10% | +22,900,629 |
| ROCKET LAB CORP(RKLB) | 2,592,443 | 3,172,611 | +580,168 | 180,848,824 | 203,745,048 | 0.85% | +22,896,224 |
| URANIUM ENERGY CORP(UEC) | 0 | 1,567,772 | +1,567,772 | 0 | 21,164,922 | 0.09% | +21,164,922 |
| KEYCORP(KEY) | 4,040,297 | 5,193,334 | +1,153,037 | 83,391,730 | 104,126,347 | 0.44% | +20,734,617 |
| SAMSARA INC(IOT) | 3,953,970 | 5,072,821 | +1,118,851 | 140,168,243 | 160,757,713 | 0.67% | +20,589,470 |
| PALO ALTO NETWORKS INC(PANW) | 448,460 | 636,483 | +188,023 | 82,606,353 | 102,040,950 | 0.43% | +19,434,597 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 470,687 | 926,219 | +455,532 | 67,727,152 | 86,944,178 | 0.36% | +19,217,026 |
| GARMIN LTD(GRMN) | 335,744 | 376,362 | +40,618 | 68,105,623 | 87,319,632 | 0.37% | +19,214,009 |
| BRAZE INC(BRZE) | 2,187,275 | 3,973,906 | +1,786,631 | 75,001,660 | 93,823,921 | 0.39% | +18,822,261 |
| JABIL INC(JBL) | 328,412 | 349,209 | +20,797 | 74,884,504 | 92,760,387 | 0.39% | +17,875,883 |
| CLEAN HARBORS INC(CLH) | 245,594 | 261,092 | +15,498 | 57,586,881 | 74,862,909 | 0.31% | +17,276,028 |
| KARMAN HLDGS INC(KRMN) | 836,981 | 964,305 | +127,324 | 61,241,900 | 77,192,615 | 0.32% | +15,950,715 |
| KRATOS DEFENSE & SEC SOLUTIO(KTOS) | 1,245,587 | 1,563,146 | +317,559 | 94,552,509 | 110,217,424 | 0.46% | +15,664,915 |
| ORUKA THERAPEUTICS INC(ORKA) | 0 | 313,130 | +313,130 | 0 | 15,359,027 | 0.06% | +15,359,027 |
| CALIX INC(CALX) | 1,145,292 | 1,546,101 | +400,809 | 60,620,306 | 75,743,488 | 0.32% | +15,123,182 |
| F5 INC(FFIV) | 281,299 | 298,542 | +17,243 | 71,804,383 | 86,377,157 | 0.36% | +14,572,774 |
| ROYAL CARIBBEAN GROUP COM | 448,653 | 505,765 | +57,112 | 125,138,375 | 139,176,354 | 0.58% | +14,037,979 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 775,234 | 810,710 | +35,476 | 110,470,889 | 123,641,351 | 0.52% | +13,170,462 |
| XPO INC(XPO) | 724,214 | 571,992 | -152,222 | 98,427,925 | 111,281,044 | 0.47% | +12,853,119 |
| ABIVAX SA(ABVX) | 1,009,966 | 1,322,938 | +312,972 | 136,198,965 | 147,309,146 | 0.62% | +11,110,181 |
| DYNATRACE INC(DT) | 3,356,708 | 4,209,594 | +852,886 | 145,479,725 | 155,670,786 | 0.65% | +10,191,061 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 4,060,481 | 5,436,718 | +1,376,237 | 65,942,211 | 75,461,646 | 0.32% | +9,519,435 |
| CLOUDFLARE INC(NET) | 519,475 | 541,566 | +22,091 | 102,414,407 | 111,746,725 | 0.47% | +9,332,318 |
| IDEX CORP(IEX) | 401,998 | 426,019 | +24,021 | 71,531,524 | 80,751,901 | 0.34% | +9,220,377 |
| EVERPURE INC(P) | 1,520,219 | 1,874,763 | +354,544 | 101,869,854 | 110,686,006 | 0.46% | +8,816,152 |
| ROBINHOOD MKTS INC(HOOD) | 312,554 | 633,384 | +320,830 | 35,349,810 | 43,893,540 | 0.18% | +8,543,730 |
| LINCOLN ELEC HLDGS INC(LECO) | 337,725 | 358,165 | +20,440 | 80,932,419 | 89,211,738 | 0.37% | +8,279,319 |
| DUTCH BROS INC(BROS) | 1,779,616 | 2,313,357 | +533,741 | 108,948,092 | 117,194,666 | 0.49% | +8,246,574 |
| AVIENT CORPORATION(AVNT) | 1,574,530 | 1,569,468 | -5,062 | 49,188,317 | 56,971,688 | 0.24% | +7,783,371 |
| MSCI INC(MSCI) | 207,792 | 233,764 | +25,972 | 119,216,459 | 126,000,886 | 0.53% | +6,784,427 |
| CSX CORP(CSX) | 1,705,507 | 1,658,299 | -47,208 | 61,824,637 | 68,073,166 | 0.29% | +6,248,529 |
| AMGEN INC(AMGN) | 0 | 17,052 | +17,052 | 0 | 5,999,746 | 0.03% | +5,999,746 |
| RIGETTI COMPUTING INC(RGTI) | 935,778 | 1,895,313 | +959,535 | 20,727,483 | 26,610,195 | 0.11% | +5,882,712 |
| STEPSTONE GROUP INC(STEP) | 786,501 | 1,177,971 | +391,470 | 50,469,769 | 56,212,776 | 0.24% | +5,743,007 |
| PACKAGING CORP AMER(PKG) | 284,914 | 303,771 | +18,857 | 58,757,814 | 64,466,282 | 0.27% | +5,708,468 |
| WYNN RESORTS LTD(WYNN) | 581,717 | 740,013 | +158,296 | 69,998,007 | 75,148,320 | 0.32% | +5,150,313 |
| CIENA CORP(CIEN) | 31,750 | 31,750 | 0 | 7,425,373 | 12,326,303 | 0.05% | +4,900,930 |