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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $16.17亿 | 5.28% | 8,079,926 | 1,762,887 | 27.9% | $3.53亿 | 加仓 |
| GOOGL | ALPHABET INC | $13.40亿 | 4.38% | 3,749,074 | 1,722,330 | 85.0% | $6.16亿 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $12.80亿 | 4.18% | 4,798,267 | 4,798,267 | — | $12.80亿 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $8.36亿 | 2.73% | 1,491,490 | 427,356 | 40.2% | $2.40亿 | 加仓 |
| FTAI | FTAI AVIATION LTD | $7.95亿 | 2.60% | 2,937,228 | 89,001 | 3.1% | $2,407.74万 | 加仓 |
| AAPL | APPLE INC | $7.45亿 | 2.43% | 2,573,774 | -559,339 | -17.9% | -$1.62亿 | 减仓 |
| FIX | COMFORT SYS USA INC | $7.04亿 | 2.30% | 355,433 | -265,482 | -42.8% | -$5.26亿 | 减仓 |
| AVGO | BROADCOM INC | $5.88亿 | 1.92% | 1,556,522 | 319,597 | 25.8% | $1.21亿 | 加仓 |
| MSFT | MICROSOFT CORP | $5.28亿 | 1.72% | 1,414,294 | -235,219 | -14.3% | -$8,774.14万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $5.17亿 | 1.69% | 1,921,476 | -368,221 | -16.1% | -$9,899.99万 | 减仓 |
| LLY | ELI LILLY & CO | $5.00亿 | 1.63% | 416,732 | 52,153 | 14.3% | $6,255.39万 | 加仓 |
| SNOW | SNOWFLAKE INC | $4.42亿 | 1.44% | 1,736,498 | 1,017,688 | 141.6% | $2.59亿 | 加仓 |
| MKSI | MKS INC. | $4.13亿 | 1.35% | 928,617 | -118,146 | -11.3% | -$5,255.13万 | 减仓 |
| META | META PLATFORMS INC | $3.82亿 | 1.25% | 677,389 | 150,567 | 28.6% | $8,481.29万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $3.53亿 | 1.15% | 1,054,361 | -867,335 | -45.1% | -$2.90亿 | 减仓 |
| GEV | GE VERNOVA INC | $2.83亿 | 0.93% | 241,272 | 41,966 | 21.1% | $4,930.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.63亿 | 0.86% | 228,203 | 127,769 | 127.2% | $1.47亿 | 加仓 |
| V | VISA INC | $2.62亿 | 0.85% | 762,403 | 305,855 | 67.0% | $1.05亿 | 加仓 |
| APG | API GROUP CORP | $2.61亿 | 0.85% | 6,154,301 | 1,519,372 | 32.8% | $6,434.54万 | 加仓 |
| TPR | TAPESTRY INC | $2.48亿 | 0.81% | 1,696,569 | -502,293 | -22.8% | -$7,352.57万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $2.45亿 | 0.80% | 2,208,595 | 279,472 | 14.5% | $3,102.98万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $2.45亿 | 0.80% | 5,995,254 | 2,809,739 | 88.2% | $1.15亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.44亿 | 0.80% | 510,999 | 17,495 | 3.5% | $835.51万 | 加仓 |
| GH | GUARDANT HEALTH INC | $2.44亿 | 0.80% | 1,624,459 | 261,920 | 19.2% | $3,929.59万 | 加仓 |
| PWR | QUANTA SVCS INC | $2.39亿 | 0.78% | 331,489 | -327 | -0.1% | -$23.55万 | 减仓 |
| NOW | SERVICENOW INC | $2.36亿 | 0.77% | 2,373,711 | 979,524 | 70.3% | $9,724.71万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.34亿 | 0.76% | 403,081 | 398,061 | 7,929.5% | $2.31亿 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.25亿 | 0.73% | 658,331 | 21,848 | 3.4% | $745.06万 | 加仓 |
| WWD | WOODWARD INC | $2.24亿 | 0.73% | 526,505 | 254,320 | 93.4% | $1.08亿 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2.24亿 | 0.73% | 1,317,096 | 536,694 | 68.8% | $9,117.36万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2.23亿 | 0.73% | 793,061 | -88,445 | -10.0% | -$2,491.32万 | 减仓 |
| RKLB | ROCKET LAB CORP | $2.15亿 | 0.70% | 2,114,005 | -1,058,606 | -33.4% | -$1.08亿 | 减仓 |
| AS | AMER SPORTS INC | $2.15亿 | 0.70% | 6,344,923 | 2,407,402 | 61.1% | $8,146.65万 | 加仓 |
| NET | CLOUDFLARE INC | $2.05亿 | 0.67% | 835,502 | 293,936 | 54.3% | $7,209.66万 | 加仓 |
| AMZN | AMAZON COM INC | $2.05亿 | 0.67% | 859,806 | -1,419,848 | -62.3% | -$3.38亿 | 减仓 |
| GRMN | GARMIN LTD | $2.05亿 | 0.67% | 861,057 | 484,695 | 128.8% | $1.15亿 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $2.04亿 | 0.67% | 856,976 | 175,259 | 25.7% | $4,174.49万 | 加仓 |
| NTRA | NATERA INC | $1.97亿 | 0.64% | 726,628 | -28,101 | -3.7% | -$762.80万 | 减仓 |
| MS | MORGAN STANLEY | $1.97亿 | 0.64% | 940,560 | 444,002 | 89.4% | $9,281.42万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.94亿 | 0.63% | 314,082 | 314,082 | — | $1.94亿 | 新建仓 |
| IOT | SAMSARA INC | $1.89亿 | 0.62% | 5,836,459 | 763,638 | 15.1% | $2,476.48万 | 加仓 |
| DT | DYNATRACE INC | $1.87亿 | 0.61% | 4,249,229 | 39,635 | 0.9% | $174.04万 | 加仓 |
| CAT | CATERPILLAR INC | $1.86亿 | 0.61% | 174,620 | 142,295 | 440.2% | $1.52亿 | 加仓 |
| SMTC | SEMTECH CORP | $1.83亿 | 0.60% | 1,133,268 | -147,326 | -11.5% | -$2,384.47万 | 减仓 |
| AME | AMETEK INC | $1.75亿 | 0.57% | 723,798 | -22,034 | -3.0% | -$533.09万 | 减仓 |
| ABVX | ABIVAX SA | $1.75亿 | 0.57% | 1,309,825 | -13,113 | -1.0% | -$174.74万 | 减仓 |
| INSM | INSMED INC | $1.74亿 | 0.57% | 1,629,561 | 161,102 | 11.0% | $1,717.67万 | 加仓 |
| ITT | ITT INC | $1.64亿 | 0.54% | 830,382 | 127,073 | 18.1% | $2,513.00万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.63亿 | 0.53% | 1,287,629 | 1,260,939 | 4,724.4% | $1.59亿 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $1.60亿 | 0.52% | 1,956,156 | 1,956,156 | — | $1.60亿 | 新建仓 |
| BROS | DUTCH BROS INC | $1.57亿 | 0.51% | 2,184,001 | -129,356 | -5.6% | -$928.91万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $1.56亿 | 0.51% | 5,324,481 | 1,555,570 | 41.3% | $4,554.71万 | 加仓 |
| MTZ | MASTEC INC | $1.56亿 | 0.51% | 374,457 | 124,477 | 49.8% | $5,178.99万 | 加仓 |
| SN | SHARKNINJA INC | $1.54亿 | 0.50% | 1,008,349 | 103,808 | 11.5% | $1,580.68万 | 加仓 |
| CSX | CSX CORP | $1.50亿 | 0.49% | 3,154,419 | 1,496,120 | 90.2% | $7,111.06万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.50亿 | 0.49% | 693,085 | 261,092 | 60.4% | $5,647.94万 | 加仓 |
| KEY | KEYCORP | $1.50亿 | 0.49% | 6,493,467 | 1,300,133 | 25.0% | $2,996.81万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.49亿 | 0.49% | 1,639,111 | 668,816 | 68.9% | $6,099.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.49亿 | 0.49% | 205,592 | 204,656 | 21,865.0% | $1.48亿 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.48亿 | 0.48% | 398,962 | 245,743 | 160.4% | $9,107.00万 | 加仓 |
| PCVX | VAXCYTE INC | $1.44亿 | 0.47% | 2,472,428 | -1,173,710 | -32.2% | -$6,822.78万 | 减仓 |
| GL | GLOBE LIFE INC | $1.38亿 | 0.45% | 770,990 | -71,433 | -8.5% | -$1,276.36万 | 减仓 |
| FTI | TECHNIPFMC PLC | $1.37亿 | 0.45% | 2,059,689 | 25,934 | 1.3% | $171.94万 | 加仓 |
| XPO | XPO INC | $1.29亿 | 0.42% | 629,011 | 57,019 | 10.0% | $1,170.54万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $1.28亿 | 0.42% | 4,430,063 | -1,333,412 | -23.1% | -$3,850.89万 | 减仓 |
| P | EVERPURE INC | $1.27亿 | 0.41% | 1,611,958 | -262,805 | -14.0% | -$2,070.64万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.24亿 | 0.40% | 285,614 | 285,614 | — | $1.24亿 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $1.24亿 | 0.40% | 398,453 | 50,674 | 14.6% | $1,570.64万 | 加仓 |
| ALAB | ASTERA LABS INC | $1.20亿 | 0.39% | 249,299 | -610,814 | -71.0% | -$2.95亿 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.17亿 | 0.38% | 237,136 | 30,859 | 15.0% | $1,527.77万 | 加仓 |
| IEX | IDEX CORP | $1.17亿 | 0.38% | 513,564 | 87,545 | 20.5% | $1,986.83万 | 加仓 |
| COHR | COHERENT CORP | $1.15亿 | 0.38% | 291,040 | -105,604 | -26.6% | -$4,165.77万 | 减仓 |
| LGN | LEGENCE CORP | $1.14亿 | 0.37% | 1,341,963 | -519,690 | -27.9% | -$4,429.32万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1.14亿 | 0.37% | 430,681 | 72,516 | 20.2% | $1,925.37万 | 加仓 |
| ASML | ASML HLDG NV | $1.14亿 | 0.37% | 57,430 | 57,430 | — | $1.14亿 | 新建仓 |
| PL | PLANET LABS PBC | $1.14亿 | 0.37% | 3,428,007 | 1,790,966 | 109.4% | $5,933.47万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $1.13亿 | 0.37% | 299,383 | -27,577 | -8.4% | -$1,043.65万 | 减仓 |
| COR | CENCORA INC | $1.13亿 | 0.37% | 400,058 | -36,851 | -8.4% | -$1,042.81万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.13亿 | 0.37% | 600,821 | -955,757 | -61.4% | -$1.79亿 | 减仓 |
| SNDK | SANDISK CORP | $1.11亿 | 0.36% | 49,024 | 49,024 | — | $1.11亿 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $1.10亿 | 0.36% | 1,352,200 | 271,564 | 25.1% | $2,214.60万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.08亿 | 0.35% | 590,764 | -219,946 | -27.1% | -$4,027.43万 | 减仓 |
| NPO | ENPRO INC | $1.08亿 | 0.35% | 286,554 | 286,554 | — | $1.08亿 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $1.06亿 | 0.35% | 5,756,888 | -1,724,569 | -23.1% | -$3,174.93万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1.06亿 | 0.35% | 952,032 | -620,755 | -39.5% | -$6,909.62万 | 减仓 |
| IMAX | IMAX CORP | $1.06亿 | 0.35% | 2,654,014 | 315,238 | 13.5% | $1,256.54万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.03亿 | 0.34% | 839,337 | 352,756 | 72.5% | $4,340.66万 | 加仓 |
| NXT | NEXTPOWER INC | $1.02亿 | 0.33% | 857,399 | -249,947 | -22.6% | -$2,977.87万 | 减仓 |
| FROG | JFROG LTD | $1.01亿 | 0.33% | 1,114,561 | 1,114,561 | — | $1.01亿 | 新建仓 |
| SNPS | SYNOPSYS INC | $1.01亿 | 0.33% | 226,856 | 94,008 | 70.8% | $4,193.42万 | 加仓 |
| ROKU | ROKU INC | $9,898.52万 | 0.32% | 716,557 | -461,662 | -39.2% | -$6,377.40万 | 减仓 |
| PLXS | PLEXUS CORP | $9,675.80万 | 0.32% | 321,808 | -62,685 | -16.3% | -$1,884.75万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $9,660.64万 | 0.32% | 285,691 | -3,510 | -1.2% | -$118.69万 | 减仓 |
| MSCI | MSCI INC | $9,630.36万 | 0.31% | 171,958 | -61,806 | -26.4% | -$3,461.39万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $9,582.20万 | 0.31% | 955,544 | 322,160 | 50.9% | $3,230.62万 | 加仓 |
| ROST | ROSS STORES INC | $9,416.91万 | 0.31% | 442,420 | -29,496 | -6.3% | -$627.82万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $9,154.10万 | 0.30% | 4,267,645 | -1,169,073 | -21.5% | -$2,507.66万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $9,098.03万 | 0.30% | 1,507,294 | 105,811 | 7.5% | $638.68万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8,594.35万 | 0.28% | 933,255 | 45,256 | 5.1% | $416.76万 | 加仓 |
| C | CITIGROUP INC | $8,511.30万 | 0.28% | 608,124 | 563,667 | 1,267.9% | $7,889.08万 | 加仓 |