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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $11.02亿 | 4.62% | 6,317,039 | 365,990 | 6.2% | $6,382.87万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $11.01亿 | 4.62% | 4,813,440 | -372,256 | -7.2% | -$8,514.61万 | 减仓 |
| FIX | COMFORT SYS USA INC | $8.56亿 | 3.59% | 620,915 | -47,920 | -7.2% | -$6,608.12万 | 减仓 |
| AAPL | APPLE INC | $7.95亿 | 3.34% | 3,133,113 | -141,205 | -4.3% | -$3,583.64万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $6.98亿 | 2.93% | 2,848,227 | 497,602 | 21.2% | $1.22亿 | 加仓 |
| MSFT | MICROSOFT CORP | $6.11亿 | 2.56% | 1,649,513 | 28,294 | 1.7% | $1,047.36万 | 加仓 |
| GOOGL | ALPHABET INC | $5.83亿 | 2.45% | 2,026,744 | -151,734 | -7.0% | -$4,363.26万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $5.28亿 | 2.21% | 2,289,697 | 70,572 | 3.2% | $1,626.40万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4.82亿 | 2.02% | 1,921,696 | -356,020 | -15.6% | -$8,921.15万 | 减仓 |
| AMZN | AMAZON COM INC | $4.75亿 | 1.99% | 2,279,654 | -51,116 | -2.2% | -$1,064.59万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $4.52亿 | 1.90% | 1,064,134 | 232,957 | 28.0% | $9,893.45万 | 加仓 |
| AVGO | BROADCOM INC | $3.83亿 | 1.61% | 1,236,925 | 124,607 | 11.2% | $3,856.71万 | 加仓 |
| LLY | ELI LILLY & CO | $3.35亿 | 1.41% | 364,579 | 87,030 | 31.4% | $8,004.77万 | 加仓 |
| TPR | TAPESTRY INC | $3.10亿 | 1.30% | 2,198,862 | 100,758 | 4.8% | $1,421.80万 | 加仓 |
| META | META PLATFORMS INC | $3.01亿 | 1.26% | 526,822 | -128,461 | -19.6% | -$7,349.63万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $2.65亿 | 1.11% | 881,506 | 255,944 | 40.9% | $7,699.57万 | 加仓 |
| MKSI | MKS INC. | $2.41亿 | 1.01% | 1,046,763 | 206,990 | 24.6% | $4,756.84万 | 加仓 |
| INSM | INSMED INC | $2.40亿 | 1.01% | 1,468,459 | 1,035,938 | 239.5% | $1.69亿 | 加仓 |
| PCVX | VAXCYTE INC | $2.12亿 | 0.89% | 3,646,138 | 106,421 | 3.0% | $618.41万 | 加仓 |
| RKLB | ROCKET LAB CORP | $2.04亿 | 0.85% | 3,172,611 | 580,168 | 22.4% | $3,725.84万 | 加仓 |
| NFLX | NETFLIX INC. | $1.89亿 | 0.79% | 1,969,994 | 372,447 | 23.3% | $3,581.08万 | 加仓 |
| APG | API GROUP CORP | $1.88亿 | 0.79% | 4,634,929 | 1,181,574 | 34.2% | $4,787.74万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.82亿 | 0.76% | 331,816 | 58,288 | 21.3% | $3,200.13万 | 加仓 |
| GEV | GE VERNOVA INC | $1.74亿 | 0.73% | 199,306 | 21,372 | 12.0% | $1,865.56万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1.72亿 | 0.72% | 1,572,787 | 421,587 | 36.6% | $4,599.51万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1.68亿 | 0.70% | 1,929,123 | 661,965 | 52.2% | $5,757.11万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.67亿 | 0.70% | 493,504 | 47,309 | 10.6% | $1,598.81万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.66亿 | 0.70% | 1,673,381 | -274,426 | -14.1% | -$2,718.19万 | 减仓 |
| BE | BLOOM ENERGY CORP | $1.61亿 | 0.68% | 1,191,572 | 46,276 | 4.0% | $626.99万 | 加仓 |
| IOT | SAMSARA INC | $1.61亿 | 0.67% | 5,072,821 | 1,118,851 | 28.3% | $3,545.64万 | 加仓 |
| AME | AMETEK INC | $1.60亿 | 0.67% | 745,832 | -154,384 | -17.1% | -$3,309.37万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $1.60亿 | 0.67% | 7,481,457 | 1,530,271 | 25.7% | $3,262.54万 | 加仓 |
| DT | DYNATRACE INC | $1.56亿 | 0.65% | 4,209,594 | 852,886 | 25.4% | $3,153.97万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.51亿 | 0.64% | 1,556,578 | -1,288,435 | -45.3% | -$1.25亿 | 减仓 |
| NTRA | NATERA INC | $1.51亿 | 0.63% | 754,729 | 40,037 | 5.6% | $800.70万 | 加仓 |
| FN | FABRINET | $1.49亿 | 0.62% | 284,874 | 94,704 | 49.8% | $4,939.01万 | 加仓 |
| ABVX | ABIVAX SA | $1.47亿 | 0.62% | 1,322,938 | 312,972 | 31.0% | $3,484.94万 | 加仓 |
| NOW | SERVICENOW INC | $1.46亿 | 0.61% | 1,394,187 | -82,616 | -5.6% | -$863.75万 | 减仓 |
| FTI | TECHNIPFMC PLC | $1.41亿 | 0.59% | 2,033,755 | 81,328 | 4.2% | $562.22万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.39亿 | 0.58% | 505,765 | 57,112 | 12.7% | $1,571.61万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.39亿 | 0.58% | 457,425 | 99,704 | 27.9% | $3,031.80万 | 加仓 |
| V | VISA INC | $1.38亿 | 0.58% | 456,548 | -147,378 | -24.4% | -$4,454.35万 | 减仓 |
| COR | CENCORA INC | $1.37亿 | 0.58% | 436,909 | 117,694 | 36.9% | $3,697.24万 | 加仓 |
| ITT | ITT INC | $1.34亿 | 0.56% | 703,309 | 115,863 | 19.7% | $2,207.54万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $1.34亿 | 0.56% | 3,768,911 | 2,224,696 | 144.1% | $7,893.22万 | 加仓 |
| NXT | NEXTPOWER INC | $1.33亿 | 0.56% | 1,107,346 | 17,046 | 1.6% | $205.49万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.30亿 | 0.55% | 459,044 | 459,044 | — | $1.30亿 | 新建仓 |
| AS | AMER SPORTS INC | $1.30亿 | 0.54% | 3,937,521 | 3,937,521 | — | $1.30亿 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $1.28亿 | 0.54% | 681,717 | -211,383 | -23.7% | -$3,958.36万 | 减仓 |
| MSCI | MSCI INC | $1.26亿 | 0.53% | 233,764 | 25,972 | 12.5% | $1,399.91万 | 加仓 |
| GH | GUARDANT HEALTH INC | $1.26亿 | 0.53% | 1,362,539 | 823,349 | 152.7% | $7,605.27万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.24亿 | 0.52% | 810,710 | 35,476 | 4.6% | $541.04万 | 加仓 |
| TSLA | TESLA INC | $1.18亿 | 0.49% | 316,102 | -145,573 | -31.5% | -$5,411.67万 | 减仓 |
| GL | GLOBE LIFE INC | $1.17亿 | 0.49% | 842,423 | 233,610 | 38.4% | $3,251.15万 | 加仓 |
| BROS | DUTCH BROS INC | $1.17亿 | 0.49% | 2,313,357 | 533,741 | 30.0% | $2,703.93万 | 加仓 |
| NET | CLOUDFLARE INC | $1.12亿 | 0.47% | 541,566 | 22,091 | 4.3% | $455.83万 | 加仓 |
| ROKU | ROKU INC | $1.11亿 | 0.47% | 1,178,219 | 65,741 | 5.9% | $622.04万 | 加仓 |
| XPO | XPO INC | $1.11亿 | 0.47% | 571,992 | -152,222 | -21.0% | -$2,961.48万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1.11亿 | 0.46% | 2,385,422 | -1,361,504 | -36.3% | -$6,325.55万 | 减仓 |
| P | EVERPURE INC | $1.11亿 | 0.46% | 1,874,763 | 354,544 | 23.3% | $2,093.23万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1.10亿 | 0.46% | 1,563,146 | 317,559 | 25.5% | $2,239.11万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1.10亿 | 0.46% | 1,458,711 | 1,458,711 | — | $1.10亿 | 新建仓 |
| SNOW | SNOWFLAKE INC | $1.08亿 | 0.45% | 718,810 | 69,705 | 10.7% | $1,051.29万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $1.06亿 | 0.45% | 743,269 | -208,927 | -21.9% | -$2,988.49万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $1.06亿 | 0.44% | 347,779 | 347,779 | — | $1.06亿 | 新建仓 |
| LGN | LEGENCE CORP | $1.05亿 | 0.44% | 1,861,653 | 248,327 | 15.4% | $1,402.05万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $1.04亿 | 0.44% | 5,763,475 | -401,202 | -6.5% | -$725.77万 | 减仓 |
| KEY | KEYCORP | $1.04亿 | 0.44% | 5,193,334 | 1,153,037 | 28.5% | $2,311.84万 | 加仓 |
| ROST | ROSS STORES INC | $1.02亿 | 0.43% | 471,916 | 471,916 | — | $1.02亿 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $1.02亿 | 0.43% | 854,116 | 13,890 | 1.7% | $165.99万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.02亿 | 0.43% | 636,483 | 188,023 | 41.9% | $3,014.38万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $9,958.22万 | 0.42% | 503,474 | 148,819 | 42.0% | $2,943.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $9,867.42万 | 0.41% | 674,557 | 519,972 | 336.4% | $7,606.15万 | 加仓 |
| SMTC | SEMTECH CORP | $9,846.49万 | 0.41% | 1,280,594 | -1,168,018 | -47.7% | -$8,980.89万 | 减仓 |
| WWD | WOODWARD INC | $9,742.05万 | 0.41% | 272,185 | 272,185 | — | $9,742.05万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $9,581.77万 | 0.40% | 780,402 | 780,402 | — | $9,581.77万 | 新建仓 |
| AZO | AUTOZONE INC | $9,580.37万 | 0.40% | 28,363 | -22,759 | -44.5% | -$7,687.47万 | 减仓 |
| SN | SHARKNINJA INC | $9,579.09万 | 0.40% | 904,541 | 64,481 | 7.7% | $682.85万 | 加仓 |
| COHR | COHERENT CORP | $9,448.47万 | 0.40% | 396,644 | -268,479 | -40.4% | -$6,395.45万 | 减仓 |
| ALAB | ASTERA LABS INC | $9,426.84万 | 0.40% | 860,113 | 664,819 | 340.4% | $7,286.42万 | 加仓 |
| BRZE | BRAZE INC | $9,382.39万 | 0.39% | 3,973,906 | 1,786,631 | 81.7% | $4,218.24万 | 加仓 |
| JBL | JABIL INC | $9,276.04万 | 0.39% | 349,209 | 20,797 | 6.3% | $552.43万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $8,921.17万 | 0.37% | 358,165 | 20,440 | 6.1% | $509.12万 | 加仓 |
| IMAX | IMAX CORP | $8,889.69万 | 0.37% | 2,338,776 | -7,710 | -0.3% | -$29.31万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $8,792.41万 | 0.37% | 1,369,108 | 350,847 | 34.5% | $2,253.14万 | 加仓 |
| GRMN | GARMIN LTD | $8,731.96万 | 0.37% | 376,362 | 40,618 | 12.1% | $942.38万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $8,694.42万 | 0.36% | 926,219 | 455,532 | 96.8% | $4,276.08万 | 加仓 |
| FFIV | F5 INC | $8,637.72万 | 0.36% | 298,542 | 17,243 | 6.1% | $498.89万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $8,604.39万 | 0.36% | 805,956 | -68,196 | -7.8% | -$728.06万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $8,581.78万 | 0.36% | 3,185,515 | 3,185,515 | — | $8,581.78万 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $8,379.85万 | 0.35% | 2,338,779 | 383,978 | 19.6% | $1,375.79万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8,197.12万 | 0.34% | 887,999 | -64,703 | -6.8% | -$597.27万 | 减仓 |
| MS | MORGAN STANLEY | $8,171.86万 | 0.34% | 496,558 | 496,558 | — | $8,171.86万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $8,149.62万 | 0.34% | 1,401,483 | 174,712 | 14.2% | $1,015.95万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $8,124.15万 | 0.34% | 245,539 | 152,095 | 162.8% | $5,032.37万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $8,121.47万 | 0.34% | 431,993 | -105,741 | -19.7% | -$1,987.93万 | 减仓 |
| IEX | IDEX CORP | $8,075.19万 | 0.34% | 426,019 | 24,021 | 6.0% | $455.32万 | 加仓 |
| MTZ | MASTEC INC | $8,042.86万 | 0.34% | 249,980 | 249,980 | — | $8,042.86万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $7,807.34万 | 0.33% | 543,611 | 23,609 | 4.5% | $339.07万 | 加仓 |
| PLXS | PLEXUS CORP | $7,787.52万 | 0.33% | 384,493 | 379,293 | 7,294.1% | $7,682.20万 | 加仓 |