1y return+24.4%S&P 500 +20.9%
3y return+70.0%S&P 500 +68.5%
5y return+58.8%S&P 500 +74.5%
10y return+326.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $427 against $357 in the S&P 500.2
Westfield Capital Management Co LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $1.6B | 5.3% | +27.9% |
| GOOGLAlphabet Inc | $1.3B | 4.4% | +85.0% |
| Ascendis Pharma A/sCUSIP K08588103 | $1.3B | 4.2% | New |
| AXONAxon Enterprise Inc | $836.1M | 2.7% | +40.2% |
| Ftai Aviation LtdCUSIP G3730V105 | $794.6M | 2.6% | +3.1% |
| AAPLApple Inc | $744.7M | 2.4% | −17.9% |
| FIXComfort Sys Usa Inc | $704.5M | 2.3% | −42.8% |
| AVGOBroadcom Inc | $588.0M | 1.9% | +25.8% |
| MSFTMicrosoft Corp | $527.6M | 1.7% | −14.3% |
| HWMHowmet Aerospace Inc | $516.6M | 1.7% | −16.1% |
| LLYEli Lilly & Co | $499.8M | 1.6% | +14.3% |
| SNOWSnowflake Inc | $441.9M | 1.4% | +141.6% |
| MKSIMks Inc. | $413.0M | 1.3% | −11.3% |
| METAMeta Platforms Inc | $381.6M | 1.2% | +28.6% |
| VRTVertiv Holdings Co | $353.0M | 1.2% | −45.1% |
| GEVGe Vernova Inc | $283.5M | 0.9% | +21.1% |
| MUMicron Technology Inc | $263.4M | 0.9% | +127.2% |
| VVisa Inc | $261.6M | 0.9% | +67.0% |
| APGApi Group Corp | $260.6M | 0.9% | +32.8% |
| TPRTapestry Inc | $248.3M | 0.8% | −22.8% |
| RYTMRhythm Pharmaceuticals Inc | $245.2M | 0.8% | +14.5% |
| LTHLife Time Group Holdings Inc | $244.8M | 0.8% | +88.2% |
| TSMTaiwan Semiconductor Manufac | $244.0M | 0.8% | +3.5% |
| GHGuardant Health Inc | $243.7M | 0.8% | +19.2% |
| PWRQuanta Svcs Inc | $238.7M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $1.6B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $588.0M |
| FIXComfort Sys Usa Inc | December 31, 2023 | +863.7% | $704.5M |
| VRTVertiv Holdings Co | September 30, 2023 | +800.1% | $353.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.3B |
| GEVGe Vernova Inc | September 30, 2024 | +360.8% | $283.5M |
| LLYEli Lilly & Co | June 30, 2022 | +270.0% | $499.8M |
| MKSIMks Inc. | September 30, 2025 | +259.4% | $413.0M |
| LPLALpl Finl Hldgs Inc | June 30, 2020 | +259.3% | $223.4M |
| TPRTapestry Inc | March 31, 2021 | +255.2% | $248.3M |
Sold off last quarter
- Ascendis Pharma A/sCUSIP 04351P101 was $1.1B
- KTOSKratos Defense & Sec Solutio was $110.2M
- AIGAmerican Intl Group Inc was $109.8M
- PLTRPalantir Technologies Inc was $98.7M
- WGSGenedx Holdings Corp was $87.9M
- FFIVF5 Inc was $86.4M
- CHRWC H Robinson Worldwide In was $71.3M
- LOWLowes Cos Inc was $71.1M
- Masimo CorpCUSIP 574795100 was $60.7M
- ZSZscaler Inc was $60.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.4% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +17.5% | +10.5% |
| March 31, 2025 | −10.1% | −4.6% |
| December 31, 2024 | +4.0% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | −2.8% | +4.0% |
| March 31, 2024 | +11.4% | +10.0% |
| December 31, 2023 | +13.6% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +7.9% | +8.3% |
| March 31, 2023 | +10.7% | +7.0% |
| December 31, 2022 | +4.0% | +7.1% |
| September 30, 2022 | −2.4% | −5.3% |
| June 30, 2022 | −21.0% | −16.5% |
| March 31, 2022 | −9.2% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | +1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Westfield Capital Management Co LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1177719&type=13F-HR&dateb=&owner=include&count=40CIK 1177719
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1177719/000117771926000021/Filed August 12, 2026 · accession 0001177719-26-000021