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 |
|---|---|---|---|---|---|---|---|---|
| UEC | URANIUM ENERGY CORP | $2,985.59万 | 0.10% | 2,800,745 | 1,232,973 | 78.6% | $1,314.35万 | 加仓 |
| INOD | INNODATA INC | $2,834.94万 | 0.09% | 375,091 | 375,091 | — | $2,834.94万 | 新建仓 |
| SYNA | SYNAPTICS INC | $2,816.01万 | 0.09% | 226,677 | 226,677 | — | $2,816.01万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $2,807.60万 | 0.09% | 218,405 | 218,405 | — | $2,807.60万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $2,775.80万 | 0.09% | 1,013,804 | -2,486,076 | -71.0% | -$6,806.88万 | 减仓 |
| FAST | FASTENAL CO | $2,749.71万 | 0.09% | 572,498 | -65,836 | -10.3% | -$316.21万 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC | $2,603.95万 | 0.09% | 700,741 | 700,741 | — | $2,603.95万 | 新建仓 |
| TSLA | TESLA INC | $2,120.27万 | 0.07% | 50,411 | -265,691 | -84.1% | -$1.12亿 | 减仓 |
| NFLX | NETFLIX INC. | $2,076.55万 | 0.07% | 290,833 | -1,679,161 | -85.2% | -$1.20亿 | 减仓 |
| GOOG | ALPHABET INC | $2,035.78万 | 0.07% | 57,617 | 7,130 | 14.1% | $251.92万 | 加仓 |
| MLI | MUELLER INDS INC | $1,546.35万 | 0.05% | 125,791 | -268 | -0.2% | -$3.29万 | 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 |
| WMB | WILLIAMS COS INC | $1,344.94万 | 0.04% | 180,918 | -526 | -0.3% | -$3.91万 | 减仓 |
| CMI | CUMMINS INC | $1,097.56万 | 0.04% | 15,389 | -26 | -0.2% | -$1.85万 | 减仓 |
| KO | COCA COLA CO | $1,085.60万 | 0.04% | 133,579 | -288 | -0.2% | -$2.34万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1,076.69万 | 0.04% | 456,612 | -972 | -0.2% | -$2.29万 | 减仓 |
| CIEN | CIENA CORP | $1,027.72万 | 0.03% | 20,950 | -10,800 | -34.0% | -$529.80万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1,023.85万 | 0.03% | 514,757 | -1,297 | -0.3% | -$2.58万 | 减仓 |
| WMT | WALMART INC | $1,002.25万 | 0.03% | 88,491 | 16,930 | 23.7% | $191.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $908.50万 | 0.03% | 35,772 | -140 | -0.4% | -$3.56万 | 减仓 |
| QNT | QUANTINUUM INC | $787.94万 | 0.03% | 96,396 | 96,396 | — | $787.94万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $777.02万 | 0.03% | 15,820 | -21 | -0.1% | -$1.03万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $762.90万 | 0.02% | 86,920 | -331 | -0.4% | -$2.91万 | 减仓 |
| TJX | TJX COS INC NEW | $735.97万 | 0.02% | 48,579 | -42 | -0.1% | -$6,363 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $714.23万 | 0.02% | 7,062 | -12 | -0.2% | -$1.21万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $712.63万 | 0.02% | 14,214 | 740 | 5.5% | $37.10万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $695.93万 | 0.02% | 7,115 | -51,374 | -87.8% | -$5,024.99万 | 减仓 |
| MRK | MERCK & CO INC | $684.87万 | 0.02% | 53,297 | 10,396 | 24.2% | $133.59万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $674.37万 | 0.02% | 269,104 | 414 | 0.2% | $1.04万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $662.73万 | 0.02% | 3,185 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $617.31万 | 0.02% | 17,047 | -5 | -0.0% | -$1,811 | 减仓 |
| GE | GE AEROSPACE | $567.73万 | 0.02% | 15,191 | 15,191 | — | $567.73万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $549.81万 | 0.02% | 23,587 | 23,587 | — | $549.81万 | 新建仓 |
| ROL | ROLLINS INC | $548.89万 | 0.02% | 131,503 | 886 | 0.7% | $3.70万 | 加仓 |
| MCK | MCKESSON CORP | $520.99万 | 0.02% | 6,895 | -6 | -0.1% | -$4,534 | 减仓 |
| HEI/A | HEICO CORP NEW | $519.17万 | 0.02% | 20,130 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $511.84万 | 0.02% | 29,173 | 15 | 0.1% | $2,632 | 加仓 |
| VIRT | VIRTU FINL INC | $509.81万 | 0.02% | 85,582 | 85,582 | — | $509.81万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $499.06万 | 0.02% | 46,759 | 46,759 | — | $499.06万 | 新建仓 |
| EQIX | EQUINIX INC | $497.43万 | 0.02% | 4,772 | 4,772 | — | $497.43万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $422.89万 | 0.01% | 24,268 | 144 | 0.6% | $2.51万 | 加仓 |
| WSO | WATSCO INC | $408.69万 | 0.01% | 9,807 | -15 | -0.2% | -$6,251 | 减仓 |
| FDX | FEDEX CORP | $401.96万 | 0.01% | 12,837 | 12,837 | — | $401.96万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $393.00万 | 0.01% | 13,193 | -1,660,188 | -99.2% | -$4.95亿 | 减仓 |
| PFE | PFIZER INC | $390.15万 | 0.01% | 162,023 | 28,289 | 21.2% | $68.12万 | 加仓 |
| D | DOMINION ENERGY INC | $362.28万 | 0.01% | 53,050 | -212 | -0.4% | -$1.45万 | 减仓 |
| VRSN | VERISIGN INC | $355.15万 | 0.01% | 14,118 | 14,118 | — | $355.15万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $319.95万 | 0.01% | 10,570 | -1,181,002 | -99.1% | -$3.57亿 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $303.51万 | 0.01% | 133,412 | 133,412 | — | $303.51万 | 新建仓 |
| HD | HOME DEPOT INC | $212.21万 | 0.01% | 6,017 | -14,388 | -70.5% | -$507.44万 | 减仓 |
| DHR | DANAHER CORP DEL | $210.16万 | 0.01% | 11,033 | -99,459 | -90.0% | -$1,894.50万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $199.55万 | 0.01% | 23,166 | 8,508 | 58.0% | $73.29万 | 加仓 |
| ABBV | ABBVIE INC | $197.64万 | 0.01% | 7,854 | -2,765 | -26.0% | -$69.58万 | 减仓 |
| WING | WINGSTOP INC | $195.26万 | 0.01% | 11,260 | 11,260 | — | $195.26万 | 新建仓 |
| PACK | RANPAK HOLDINGS CORP | $190.13万 | 0.01% | 260,098 | -147,230 | -36.1% | -$107.63万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $181.82万 | 0.01% | 4,572 | 536 | 13.3% | $21.32万 | 加仓 |
| DXCM | DEXCOM INC | $175.04万 | 0.01% | 25,990 | -1,084 | -4.0% | -$7.30万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $173.72万 | 0.01% | 34,800 | -929,505 | -96.4% | -$4,640.09万 | 减仓 |
| DPC | DPC HOLDINGS PLC | $147.18万 | 0.00% | 30,000 | 30,000 | — | $147.18万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $146.73万 | 0.00% | 34,378 | 28,413 | 476.3% | $121.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $140.36万 | 0.00% | 3,377 | 610 | 22.0% | $25.35万 | 加仓 |
| XBI | SPDR SERIES TRUST | $119.01万 | 0.00% | 7,520 | 7,520 | — | $119.01万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $108.73万 | 0.00% | 2,189 | 1,325 | 153.4% | $65.82万 | 加仓 |
| KRE | SPDR SERIES TRUST | $92.29万 | 0.00% | 12,330 | 12,330 | — | $92.29万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $74.78万 | 0.00% | 15,599 | -1,509 | -8.8% | -$7.23万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $74.44万 | 0.00% | 4,466 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $72.46万 | 0.00% | 4,949 | -3,350 | -40.4% | -$49.05万 | 减仓 |
| WAB | WABTEC | $67.13万 | 0.00% | 2,490 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $56.57万 | 0.00% | 10,640 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES INC | $47.45万 | 0.00% | 16,850 | 16,850 | — | $47.45万 | 新建仓 |
| RNG | RINGCENTRAL INC | $41.94万 | 0.00% | 10,760 | 10,760 | — | $41.94万 | 新建仓 |
| EWZ | ISHARES INC | $41.71万 | 0.00% | 12,090 | 12,090 | — | $41.71万 | 新建仓 |
| DHI | D R HORTON INC | $35.67万 | 0.00% | 2,190 | 2,190 | — | $35.67万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $33.56万 | 0.00% | 4,233 | 731 | 20.9% | $5.80万 | 加仓 |
| CCJ | CAMECO CORP | $31.68万 | 0.00% | 3,110 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $24.61万 | 0.00% | 6,467 | 0 | 0.0% | — | 不变 |
| SOPH | SOPHIA GENETICS SA | $18.99万 | 0.00% | 32,907 | 32,907 | — | $18.99万 | 新建仓 |
| — | PULMONX CORP | $14.30万 | 0.00% | 110,000 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -4,813,440 | -100.0% | -$11.01亿 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -1,563,146 | -100.0% | -$1.10亿 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -1,458,711 | -100.0% | -$1.10亿 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -674,557 | -100.0% | -$9,867.42万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -1,369,108 | -100.0% | -$8,792.41万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -298,542 | -100.0% | -$8,637.72万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -429,500 | -100.0% | -$7,132.71万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -300,962 | -100.0% | -$7,111.12万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -341,229 | -100.0% | -$6,069.43万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -427,919 | -100.0% | -$6,003.27万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -232,976 | -100.0% | -$5,686.94万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -208,248 | -100.0% | -$5,521.70万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -123,603 | -100.0% | -$5,392.17万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -148,581 | -100.0% | -$5,219.65万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -558,136 | -100.0% | -$5,162.76万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -856,043 | -100.0% | -$4,473.68万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -39,934 | -100.0% | -$4,263.07万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -1,373,788 | -100.0% | -$3,960.63万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -364,174 | -100.0% | -$3,619.89万 | 清仓 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -1,182,814 | -100.0% | -$3,184.14万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -12,950 | -100.0% | -$1,500.85万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -87,713 | -100.0% | -$698.28万 | 清仓 |