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 |
|---|---|---|---|---|---|---|---|---|
| APG | API GROUP CORP | $2.61亿 | 0.85% | 6,154,301 | 1,519,372 | 32.8% | $6,434.54万 | 加仓 |
| V | VISA INC | $2.62亿 | 0.85% | 762,403 | 305,855 | 67.0% | $1.05亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.63亿 | 0.86% | 228,203 | 127,769 | 127.2% | $1.47亿 | 加仓 |
| GEV | GE VERNOVA INC | $2.83亿 | 0.93% | 241,272 | 41,966 | 21.1% | $4,930.43万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $3.53亿 | 1.15% | 1,054,361 | -867,335 | -45.1% | -$2.90亿 | 减仓 |
| META | META PLATFORMS INC | $3.82亿 | 1.25% | 677,389 | 150,567 | 28.6% | $8,481.29万 | 加仓 |
| MKSI | MKS INC. | $4.13亿 | 1.35% | 928,617 | -118,146 | -11.3% | -$5,255.13万 | 减仓 |
| SNOW | SNOWFLAKE INC | $4.42亿 | 1.44% | 1,736,498 | 1,017,688 | 141.6% | $2.59亿 | 加仓 |
| LLY | ELI LILLY & CO | $5.00亿 | 1.63% | 416,732 | 52,153 | 14.3% | $6,255.39万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $5.17亿 | 1.69% | 1,921,476 | -368,221 | -16.1% | -$9,899.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $5.28亿 | 1.72% | 1,414,294 | -235,219 | -14.3% | -$8,774.14万 | 减仓 |
| AVGO | BROADCOM INC | $5.88亿 | 1.92% | 1,556,522 | 319,597 | 25.8% | $1.21亿 | 加仓 |
| FIX | COMFORT SYS USA INC | $7.04亿 | 2.30% | 355,433 | -265,482 | -42.8% | -$5.26亿 | 减仓 |
| AAPL | APPLE INC | $7.45亿 | 2.43% | 2,573,774 | -559,339 | -17.9% | -$1.62亿 | 减仓 |
| FTAI | FTAI AVIATION LTD | $7.95亿 | 2.60% | 2,937,228 | 89,001 | 3.1% | $2,407.74万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $8.36亿 | 2.73% | 1,491,490 | 427,356 | 40.2% | $2.40亿 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $12.80亿 | 4.18% | 4,798,267 | 4,798,267 | — | $12.80亿 | 新建仓 |
| GOOGL | ALPHABET INC | $13.40亿 | 4.38% | 3,749,074 | 1,722,330 | 85.0% | $6.16亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $16.17亿 | 5.28% | 8,079,926 | 1,762,887 | 27.9% | $3.53亿 | 加仓 |