WESTFIELD CAPITAL MANAGEMENT CO LP
BOSTON MA · SEC CIK 0001177719
$238.35亿2026Q1 申报市值
250持仓数
30.3%前十大占比 · 第一大 4.6%
42 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INSM 加仓+$1.69亿
LNG 新建仓+$1.30亿
AS 新建仓+$1.30亿
FTAI 加仓+$1.22亿
AIG 新建仓+$1.10亿
2026Q1 卖出最多 按季末市值估算
MASIMO CORP 减仓-$2.10亿
BAC 减仓-$1.34亿
CVLT 清仓-$1.33亿
TEAM 清仓-$1.32亿
ADMA 清仓-$1.28亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KRMN | KARMAN HLDGS INC | $7,719.26万 | 0.32% | 964,305 | 127,324 | 15.2% | $1,019.23万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $7,673.08万 | 0.32% | 289,201 | 3,911 | 1.4% | $103.77万 | 加仓 |
| TRGP | TARGA RES CORP | $7,647.18万 | 0.32% | 304,997 | 106,455 | 53.6% | $2,669.14万 | 加仓 |
| CALX | CALIX INC | $7,574.35万 | 0.32% | 1,546,101 | 400,809 | 35.0% | $1,963.56万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $7,546.16万 | 0.32% | 5,436,718 | 1,376,237 | 33.9% | $1,910.22万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $7,514.83万 | 0.32% | 740,013 | 158,296 | 27.2% | $1,607.50万 | 加仓 |
| CLH | CLEAN HARBORS INC | $7,486.29万 | 0.31% | 261,092 | 15,498 | 6.3% | $444.37万 | 加仓 |
| IDXX | IDEXX LABS INC | $7,465.25万 | 0.31% | 132,860 | -14,587 | -9.9% | -$819.63万 | 减仓 |
| VST | VISTRA CORP | $7,439.46万 | 0.31% | 494,875 | -39,070 | -7.3% | -$587.34万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $7,402.86万 | 0.31% | 206,277 | -27,518 | -11.8% | -$987.56万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,277.31万 | 0.31% | 486,581 | 486,581 | — | $7,277.31万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $7,132.71万 | 0.30% | 429,500 | -126,972 | -22.8% | -$2,108.62万 | 减仓 |
| LOW | LOWES COS INC | $7,111.12万 | 0.30% | 300,962 | 300,962 | — | $7,111.12万 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $7,051.52万 | 0.30% | 2,202,913 | 2,202,913 | — | $7,051.52万 | 新建仓 |
| CSX | CSX CORP | $6,807.32万 | 0.29% | 1,658,299 | -47,208 | -2.8% | -$193.79万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $6,704.97万 | 0.28% | 326,960 | -156,122 | -32.3% | -$3,201.59万 | 减仓 |
| DASH | DOORDASH INC | $6,665.47万 | 0.28% | 443,921 | 18,841 | 4.4% | $282.90万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $6,553.45万 | 0.27% | 1,228,158 | 70,505 | 6.1% | $376.21万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $6,525.65万 | 0.27% | 822,492 | -842,734 | -50.6% | -$6,686.25万 | 减仓 |
| PKG | PACKAGING CORP AMER | $6,446.63万 | 0.27% | 303,771 | 18,857 | 6.6% | $400.18万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $6,324.85万 | 0.27% | 455,222 | -104,540 | -18.7% | -$1,452.48万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6,269.08万 | 0.26% | 970,295 | 970,295 | — | $6,269.08万 | 新建仓 |
| — | MASIMO CORP | $6,069.43万 | 0.25% | 341,229 | -1,180,820 | -77.6% | -$2.10亿 | 减仓 |
| ZS | ZSCALER INC | $6,003.27万 | 0.25% | 427,919 | 147,112 | 52.4% | $2,063.83万 | 加仓 |
| HQY | HEALTHEQUITY INC | $5,957.27万 | 0.25% | 712,848 | -1,239,604 | -63.5% | -$1.04亿 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $5,738.41万 | 0.24% | 801,902 | -391,967 | -32.8% | -$2,804.92万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $5,707.14万 | 0.24% | 1,001,253 | -104,072 | -9.4% | -$593.21万 | 减仓 |
| AVNT | AVIENT CORPORATION | $5,697.17万 | 0.24% | 1,569,468 | -5,062 | -0.3% | -$18.38万 | 减仓 |
| HUBS | HUBSPOT INC | $5,686.94万 | 0.24% | 232,976 | -119,178 | -33.8% | -$2,909.14万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $5,621.28万 | 0.24% | 1,177,971 | 391,470 | 49.8% | $1,868.09万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $5,521.70万 | 0.23% | 208,248 | 208,248 | — | $5,521.70万 | 新建仓 |
| COCO | VITA COCO CO INC | $5,518.91万 | 0.23% | 1,151,933 | 78,323 | 7.3% | $375.25万 | 加仓 |
| SAIA | SAIA INC | $5,465.92万 | 0.23% | 155,600 | -73,151 | -32.0% | -$2,569.65万 | 减仓 |
| MCO | MOODYS CORP | $5,392.17万 | 0.23% | 123,603 | 5,282 | 4.5% | $230.43万 | 加仓 |
| SNPS | SYNOPSYS INC | $5,267.17万 | 0.22% | 132,848 | 11,199 | 9.2% | $444.02万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $5,236.17万 | 0.22% | 58,489 | 616 | 1.1% | $55.15万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $5,226.30万 | 0.22% | 563,422 | -114,724 | -16.9% | -$1,064.18万 | 减仓 |
| — | TOPBUILD COR | $5,219.65万 | 0.22% | 148,581 | -106,870 | -41.8% | -$3,754.34万 | 减仓 |
| BAC | BANK AMERICA CORP | $5,201.06万 | 0.22% | 1,066,885 | -2,756,724 | -72.1% | -$1.34亿 | 减仓 |
| GKOS | GLAUKOS CORP | $5,191.57万 | 0.22% | 482,219 | -749,422 | -60.8% | -$8,068.28万 | 重新持有 |
| KKR | KKR & CO INC | $5,162.76万 | 0.22% | 558,136 | 11,637 | 2.1% | $107.64万 | 加仓 |
| CDE | COEUR MNG INC | $5,140.81万 | 0.22% | 2,738,846 | 2,738,846 | — | $5,140.81万 | 新建仓 |
| CRM | SALESFORCE INC | $5,076.72万 | 0.21% | 271,963 | 93,455 | 52.4% | $1,744.52万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $5,011.33万 | 0.21% | 153,219 | 153,219 | — | $5,011.33万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $4,963.18万 | 0.21% | 94,813 | 94,813 | — | $4,963.18万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $4,951.47万 | 0.21% | 1,080,636 | 228,802 | 26.9% | $1,048.37万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $4,882.06万 | 0.20% | 247,996 | 158,000 | 175.6% | $3,110.39万 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $4,843.55万 | 0.20% | 228,577 | -89,588 | -28.2% | -$1,898.37万 | 减仓 |
| DORM | DORMAN PRODS INC | $4,813.94万 | 0.20% | 461,282 | -930 | -0.2% | -$9.71万 | 减仓 |
| TOST | TOAST INC | $4,747.60万 | 0.20% | 1,790,873 | 522,536 | 41.2% | $1,385.24万 | 加仓 |
| PL | PLANET LABS PBC | $4,575.53万 | 0.19% | 1,637,041 | 1,637,041 | — | $4,575.53万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $4,473.68万 | 0.19% | 856,043 | -138,287 | -13.9% | -$722.69万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $4,389.35万 | 0.18% | 633,384 | 320,830 | 102.6% | $2,223.35万 | 加仓 |
| ENTG | ENTEGRIS INC | $4,357.65万 | 0.18% | 371,686 | -88,754 | -19.3% | -$1,040.55万 | 重新持有 |
| RIOT | RIOT PLATFORMS INC | $4,325.85万 | 0.18% | 3,499,880 | 2,149,853 | 159.2% | $2,657.22万 | 重新持有 |
| FICO | FAIR ISAAC CORP | $4,263.07万 | 0.18% | 39,934 | -4,659 | -10.4% | -$497.36万 | 减仓 |
| TLN | TALEN ENERGY CORP | $4,196.63万 | 0.18% | 131,461 | 7,234 | 5.8% | $230.93万 | 加仓 |
| CPAY | CORPAY INC | $4,164.66万 | 0.17% | 143,120 | 143,120 | — | $4,164.66万 | 新建仓 |
| MDB | MONGODB INC | $4,035.80万 | 0.17% | 164,881 | 5,352 | 3.4% | $131.00万 | 加仓 |
| IONQ | IONQ INC | $3,960.63万 | 0.17% | 1,373,788 | 259,123 | 23.2% | $747.05万 | 加仓 |
| HLNE | HAMILTON LANE INC | $3,619.89万 | 0.15% | 364,174 | 687 | 0.2% | $6.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,393.07万 | 0.14% | 100,434 | 100,434 | — | $3,393.07万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $3,199.74万 | 0.13% | 544,359 | 544,359 | — | $3,199.74万 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $3,184.14万 | 0.13% | 1,182,814 | -1,582,491 | -57.2% | -$4,260.07万 | 减仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $3,032.32万 | 0.13% | 2,117,543 | 2,117,543 | — | $3,032.32万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $2,984.62万 | 0.13% | 149,276 | 7,814 | 5.5% | $156.23万 | 加仓 |
| RDNT | RADNET INC | $2,972.75万 | 0.12% | 531,893 | 132 | 0.0% | $7,377 | 加仓 |
| FAST | FASTENAL CO | $2,961.87万 | 0.12% | 638,334 | 638,334 | — | $2,961.87万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2,941.47万 | 0.12% | 132,457 | -98,636 | -42.7% | -$2,190.40万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $2,661.02万 | 0.11% | 1,895,313 | 959,535 | 102.5% | $1,347.19万 | 加仓 |
| CAT | CATERPILLAR INC | $2,290.06万 | 0.10% | 32,325 | 32,325 | — | $2,290.06万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $2,214.10万 | 0.09% | 1,480,013 | 87,881 | 6.3% | $131.47万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $2,116.49万 | 0.09% | 1,567,772 | 1,567,772 | — | $2,116.49万 | 新建仓 |
| DHR | DANAHER CORP DEL | $2,094.93万 | 0.09% | 110,492 | -210,995 | -65.6% | -$4,000.47万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1,535.90万 | 0.06% | 313,130 | 313,130 | — | $1,535.90万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1,500.85万 | 0.06% | 12,950 | -3,243 | -20.0% | -$375.85万 | 减仓 |
| PTRN | PATTERN GROUP INC | $1,457.90万 | 0.06% | 1,172,891 | -11,825 | -1.0% | -$14.70万 | 减仓 |
| GOOG | ALPHABET INC | $1,448.27万 | 0.06% | 50,487 | 4,667 | 10.2% | $133.88万 | 加仓 |
| MLI | MUELLER INDS INC | $1,396.73万 | 0.06% | 126,059 | 1,132 | 0.9% | $12.54万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,320.55万 | 0.06% | 181,444 | -49,733 | -21.5% | -$361.96万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $1,286.93万 | 0.05% | 542,092 | -492,305 | -47.6% | -$1,168.73万 | 减仓 |
| CIEN | CIENA CORP | $1,232.63万 | 0.05% | 31,750 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $1,018.06万 | 0.04% | 133,867 | 1,197 | 0.9% | $9.10万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $903.73万 | 0.04% | 457,584 | 3,903 | 0.9% | $7.71万 | 加仓 |
| WMT | WALMART INC | $889.36万 | 0.04% | 71,561 | 651 | 0.9% | $8.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $877.83万 | 0.04% | 35,912 | 2,624 | 7.9% | $64.14万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $875.74万 | 0.04% | 516,054 | 5,343 | 1.0% | $9.07万 | 加仓 |
| CMI | CUMMINS INC | $829.36万 | 0.03% | 15,415 | 141 | 0.9% | $7.59万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $810.39万 | 0.03% | 87,251 | 3,325 | 4.0% | $30.88万 | 加仓 |
| TJX | TJX COS INC NEW | $776.48万 | 0.03% | 48,621 | 278 | 0.6% | $4.44万 | 加仓 |
| WFC | WELLS FARGO & CO | $698.28万 | 0.03% | 87,713 | 771 | 0.9% | $6.14万 | 加仓 |
| ROL | ROLLINS INC | $697.63万 | 0.03% | 130,617 | 31,218 | 31.4% | $166.74万 | 加仓 |
| HD | HOME DEPOT INC | $671.10万 | 0.03% | 20,405 | 58 | 0.3% | $1.91万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $662.29万 | 0.03% | 13,474 | -207 | -1.5% | -$10.17万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $660.16万 | 0.03% | 15,841 | -102,322 | -86.6% | -$4,264.17万 | 减仓 |
| MTB | M & T BK CORP | $616.83万 | 0.03% | 29,839 | 127 | 0.4% | $2.63万 | 加仓 |
| HSY | HERSHEY CO | $606.17万 | 0.03% | 29,158 | 158 | 0.5% | $3.28万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $600.26万 | 0.03% | 3,185 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $599.97万 | 0.03% | 17,052 | 17,052 | — | $599.97万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $598.45万 | 0.03% | 7,074 | 45 | 0.6% | $3.81万 | 加仓 |