WESTFIELD CAPITAL MANAGEMENT CO LP
BOSTON MA · SEC CIK 0001177719
$306.15亿2026Q2 申报市值
278持仓数
29.2%前十大占比 · 第一大 5.3%
66 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$12.80亿
GOOGL 加仓+$6.16亿
NVDA 加仓+$3.53亿
SNOW 加仓+$2.59亿
AXON 加仓+$2.40亿
2026Q2 卖出最多 按季末市值估算
ASND 清仓-$11.01亿
FIX 减仓-$5.26亿
MRVL 减仓-$4.95亿
BE 减仓-$3.57亿
AMZN 减仓-$3.38亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $1,002.25万 | 0.03% | 88,491 | 16,930 | 23.7% | $191.75万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1,023.85万 | 0.03% | 514,757 | -1,297 | -0.3% | -$2.58万 | 减仓 |
| CIEN | CIENA CORP | $1,027.72万 | 0.03% | 20,950 | -10,800 | -34.0% | -$529.80万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1,076.69万 | 0.04% | 456,612 | -972 | -0.2% | -$2.29万 | 减仓 |
| KO | COCA COLA CO | $1,085.60万 | 0.04% | 133,579 | -288 | -0.2% | -$2.34万 | 减仓 |
| CMI | CUMMINS INC | $1,097.56万 | 0.04% | 15,389 | -26 | -0.2% | -$1.85万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,344.94万 | 0.04% | 180,918 | -526 | -0.3% | -$3.91万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,368.59万 | 0.04% | 240,187 | -826,698 | -77.5% | -$4,710.53万 | 减仓 |
| MLI | MUELLER INDS INC | $1,546.35万 | 0.05% | 125,791 | -268 | -0.2% | -$3.29万 | 减仓 |
| GOOG | ALPHABET INC | $2,035.78万 | 0.07% | 57,617 | 7,130 | 14.1% | $251.92万 | 加仓 |
| NFLX | NETFLIX INC. | $2,076.55万 | 0.07% | 290,833 | -1,679,161 | -85.2% | -$1.20亿 | 减仓 |
| TSLA | TESLA INC | $2,120.27万 | 0.07% | 50,411 | -265,691 | -84.1% | -$1.12亿 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC | $2,603.95万 | 0.09% | 700,741 | 700,741 | — | $2,603.95万 | 新建仓 |
| FAST | FASTENAL CO | $2,749.71万 | 0.09% | 572,498 | -65,836 | -10.3% | -$316.21万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $2,775.80万 | 0.09% | 1,013,804 | -2,486,076 | -71.0% | -$6,806.88万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $2,807.60万 | 0.09% | 218,405 | 218,405 | — | $2,807.60万 | 新建仓 |
| SYNA | SYNAPTICS INC | $2,816.01万 | 0.09% | 226,677 | 226,677 | — | $2,816.01万 | 新建仓 |
| INOD | INNODATA INC | $2,834.94万 | 0.09% | 375,091 | 375,091 | — | $2,834.94万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $2,985.59万 | 0.10% | 2,800,745 | 1,232,973 | 78.6% | $1,314.35万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $3,021.17万 | 0.10% | 402,126 | 402,126 | — | $3,021.17万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $3,069.78万 | 0.10% | 314,914 | 314,914 | — | $3,069.78万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $3,150.27万 | 0.10% | 1,313,161 | 1,313,161 | — | $3,150.27万 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $3,197.87万 | 0.10% | 163,465 | 163,465 | — | $3,197.87万 | 新建仓 |
| WULF | TERAWULF INC | $3,301.58万 | 0.11% | 1,336,673 | 1,336,673 | — | $3,301.58万 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $3,436.75万 | 0.11% | 288,924 | -36,139 | -11.1% | -$429.87万 | 重新持有 |
| CPAY | CORPAY INC | $3,465.17万 | 0.11% | 103,975 | -39,145 | -27.4% | -$1,304.59万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $3,548.83万 | 0.12% | 106,466 | 106,466 | — | $3,548.83万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $3,552.71万 | 0.12% | 145,145 | 145,145 | — | $3,552.71万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $3,615.79万 | 0.12% | 147,481 | -1,795 | -1.2% | -$44.01万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $3,668.61万 | 0.12% | 221,067 | 221,067 | — | $3,668.61万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $3,668.64万 | 0.12% | 98,707 | 98,707 | — | $3,668.64万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $3,697.38万 | 0.12% | 249,553 | 249,553 | — | $3,697.38万 | 新建仓 |
| SITM | SITIME CORP | $3,727.65万 | 0.12% | 49,998 | 49,998 | — | $3,727.65万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $3,739.00万 | 0.12% | 212,709 | -290,765 | -57.8% | -$5,111.07万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $3,770.89万 | 0.12% | 1,951,807 | 56,494 | 3.0% | $109.15万 | 加仓 |
| TOST | TOAST INC | $3,820.30万 | 0.12% | 1,373,221 | -417,652 | -23.3% | -$1,161.91万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $3,855.65万 | 0.13% | 613,078 | 68,719 | 12.6% | $432.17万 | 加仓 |
| PI | IMPINJ INC | $3,876.46万 | 0.13% | 270,646 | 270,646 | — | $3,876.46万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $3,877.86万 | 0.13% | 1,039,641 | 497,549 | 91.8% | $1,855.86万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $4,007.99万 | 0.13% | 711,015 | -1,674,407 | -70.2% | -$9,438.64万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4,019.01万 | 0.13% | 989,417 | -11,836 | -1.2% | -$48.08万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4,069.64万 | 0.13% | 128,165 | -377,600 | -74.7% | -$1.20亿 | 减仓 |
| PEN | PENUMBRA INC | $4,148.77万 | 0.14% | 131,394 | 131,394 | — | $4,148.77万 | 新建仓 |
| PTRN | PATTERN GROUP INC | $4,171.89万 | 0.14% | 1,656,169 | 483,278 | 41.2% | $1,217.38万 | 加仓 |
| MRX | MAREX GROUP PLC | $4,197.41万 | 0.14% | 688,665 | 688,665 | — | $4,197.41万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $4,272.01万 | 0.14% | 1,041,191 | 1,041,191 | — | $4,272.01万 | 新建仓 |
| TH | TARGET HOSPITALITY CORP | $4,283.36万 | 0.14% | 2,103,813 | 2,103,813 | — | $4,283.36万 | 新建仓 |
| CELC | CELCUITY INC | $4,371.19万 | 0.14% | 417,816 | 417,816 | — | $4,371.19万 | 新建仓 |
| CDE | COEUR MNG INC | $4,485.46万 | 0.15% | 2,748,441 | 9,595 | 0.4% | $15.66万 | 加仓 |
| DORM | DORMAN PRODS INC | $4,513.89万 | 0.15% | 330,809 | -130,473 | -28.3% | -$1,780.30万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $4,616.98万 | 0.15% | 53,807 | 53,807 | — | $4,616.98万 | 新建仓 |
| GLW | CORNING INC | $4,710.84万 | 0.15% | 184,428 | 184,428 | — | $4,710.84万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4,722.71万 | 0.15% | 134,908 | 134,908 | — | $4,722.71万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,895.82万 | 0.16% | 50,734 | 50,734 | — | $4,895.82万 | 新建仓 |
| CALX | CALIX INC | $4,943.16万 | 0.16% | 1,324,534 | -221,567 | -14.3% | -$826.89万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4,954.80万 | 0.16% | 149,936 | -307,489 | -67.2% | -$1.02亿 | 减仓 |
| NDAQ | NASDAQ INC | $5,010.69万 | 0.16% | 635,713 | 635,713 | — | $5,010.69万 | 新建仓 |
| MDB | MONGODB INC | $5,013.49万 | 0.16% | 149,255 | -15,626 | -9.5% | -$524.88万 | 减仓 |
| ADI | ANALOG DEVICES INC | $5,022.03万 | 0.16% | 126,445 | 126,445 | — | $5,022.03万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $5,043.62万 | 0.16% | 93,931 | -882 | -0.9% | -$47.36万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $5,058.64万 | 0.17% | 110,179 | 110,179 | — | $5,058.64万 | 新建仓 |
| FLEX | FLEX LTD | $5,089.13万 | 0.17% | 314,008 | 314,008 | — | $5,089.13万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $5,121.26万 | 0.17% | 385,811 | 371,375 | 2,572.6% | $4,929.63万 | 加仓 |
| HAPN | HAPPEN INC | $5,185.28万 | 0.17% | 2,500,134 | 382,591 | 18.1% | $793.49万 | 加仓 |
| TLN | TALEN ENERGY CORP | $5,190.55万 | 0.17% | 135,079 | 3,618 | 2.8% | $139.03万 | 加仓 |
| JBL | JABIL INC | $5,195.60万 | 0.17% | 134,783 | -214,426 | -61.4% | -$8,265.67万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $5,207.10万 | 0.17% | 1,536,472 | -666,441 | -30.3% | -$2,258.57万 | 减仓 |
| ARGX | ARGENX SE | $5,295.88万 | 0.17% | 57,082 | 57,082 | — | $5,295.88万 | 新建仓 |
| RBLX | ROBLOX CORP | $5,360.79万 | 0.18% | 985,802 | 524,132 | 113.5% | $2,850.23万 | 重新持有 |
| PODD | INSULET CORP | $5,370.12万 | 0.18% | 352,717 | 351,035 | 20,870.1% | $5,344.51万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $5,460.79万 | 0.18% | 228,475 | -230,569 | -50.2% | -$5,510.84万 | 减仓 |
| FN | FABRINET | $5,473.29万 | 0.18% | 97,376 | -187,498 | -65.8% | -$1.05亿 | 减仓 |
| BRZE | BRAZE INC | $5,677.43万 | 0.19% | 2,617,532 | -1,356,374 | -34.1% | -$2,941.98万 | 减仓 |
| AVNT | AVIENT CORPORATION | $5,728.57万 | 0.19% | 1,549,939 | -19,529 | -1.2% | -$72.18万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $5,784.57万 | 0.19% | 835,437 | 33,535 | 4.2% | $232.20万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $5,840.06万 | 0.19% | 381,803 | -181,619 | -32.2% | -$2,778.04万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $5,873.66万 | 0.19% | 656,421 | 180,724 | 38.0% | $1,617.12万 | 重新持有 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5,900.67万 | 0.19% | 216,976 | -709,243 | -76.6% | -$1.93亿 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $6,009.35万 | 0.20% | 631,433 | 318,303 | 101.7% | $3,029.29万 | 加仓 |
| RDNT | RADNET INC | $6,016.17万 | 0.20% | 975,542 | 443,649 | 83.4% | $2,735.98万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $6,166.92万 | 0.20% | 2,409,894 | 929,881 | 62.8% | $2,379.57万 | 加仓 |
| ENTG | ENTEGRIS INC | $6,204.38万 | 0.20% | 344,956 | -26,730 | -7.2% | -$480.77万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $6,215.79万 | 0.20% | 463,415 | -80,196 | -14.8% | -$1,075.67万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $6,255.68万 | 0.20% | 3,343,496 | 3,343,496 | — | $6,255.68万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $6,261.29万 | 0.20% | 897,804 | 897,804 | — | $6,261.29万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $6,352.32万 | 0.21% | 703,313 | -9,535 | -1.3% | -$86.12万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $6,367.81万 | 0.21% | 1,333,853 | 1,333,853 | — | $6,367.81万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $6,389.40万 | 0.21% | 227,356 | -20,640 | -8.3% | -$580.05万 | 减仓 |
| SAIA | SAIA INC | $6,467.80万 | 0.21% | 153,571 | -2,029 | -1.3% | -$85.45万 | 减仓 |
| TER | TERADYNE INC | $6,603.96万 | 0.22% | 136,491 | 136,491 | — | $6,603.96万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $6,692.67万 | 0.22% | 175,952 | 43,495 | 32.8% | $1,654.42万 | 加仓 |
| GKOS | GLAUKOS CORP | $6,756.15万 | 0.22% | 483,411 | 1,192 | 0.2% | $16.66万 | 加仓 |
| VST | VISTRA CORP | $7,070.75万 | 0.23% | 445,739 | -49,136 | -9.9% | -$779.44万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $7,114.29万 | 0.23% | 245,804 | 17,227 | 7.5% | $498.60万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $7,152.90万 | 0.23% | 1,729,424 | 551,453 | 46.8% | $2,280.81万 | 加仓 |
| DY | DYCOM INDS INC | $7,178.27万 | 0.23% | 141,978 | 141,978 | — | $7,178.27万 | 新建仓 |
| — | NUVALENT INC | $7,231.95万 | 0.24% | 585,583 | 585,583 | — | $7,231.95万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $7,310.03万 | 0.24% | 737,493 | -5,776 | -0.8% | -$57.25万 | 减仓 |
| CRM | SALESFORCE INC | $7,316.11万 | 0.24% | 467,006 | 195,043 | 71.7% | $3,055.54万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $7,328.49万 | 0.24% | 218,898 | 218,236 | 32,966.2% | $7,306.32万 | 加仓 |