Westfield Capital Management Co Lp Top Holdings and 13F Report (2024) About Westfield Capital Management Co LpInvestment ActivityWestfield Capital Management Co Lp has $22.13 billion in total holdings as of September 30, 2024.Westfield Capital Management Co Lp owns shares of 247 different stocks, but just 97 companies or ETFs make up 80% of its holdings.Approximately 17.04% of the portfolio was purchased this quarter.About 14.15% of the portfolio was sold this quarter.This quarter, Westfield Capital Management Co Lp has purchased 248 new stocks and bought additional shares in 122 stocks.Westfield Capital Management Co Lp sold shares of 68 stocks and completely divested from 43 stocks this quarter.Largest Holdings NVIDIA $920,244,169Apple $870,792,185Microsoft $823,762,604Ascendis Pharma A/S $766,522,642Amazon.com $644,689,804 Largest New Holdings this Quarter Netflix $222,870,918 HoldingSharkNinja $114,877,969 HoldingToll Brothers $111,561,864 HoldingTarget $106,493,397 HoldingGE VERNOVA INC $105,349,825 Holding Largest Purchases this Quarter Netflix 314,226 shares (about $222.87M)Broadcom 1,140,633 shares (about $196.76M)SharkNinja 1,056,738 shares (about $114.88M)Toll Brothers 722,130 shares (about $111.56M)Target 683,263 shares (about $106.49M) Largest Sales this Quarter Home Depot 303,020 shares (about $122.78M)AbbVie 371,308 shares (about $73.33M)Wingstop 160,754 shares (about $66.89M)Advanced Micro Devices 401,021 shares (about $65.80M)CDW 279,474 shares (about $63.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestfield Capital Management Co Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$920,244,169$58,390,297 ▲6.8%7,577,7684.2%Computer and TechnologyAAPLApple$870,792,185$17,457,523 ▼-2.0%3,737,3063.9%Computer and TechnologyMSFTMicrosoft$823,762,604$29,154,552 ▲3.7%1,914,3913.7%Computer and TechnologyASNDAscendis Pharma A/S$766,522,642$25,523,351 ▲3.4%5,133,7663.5%MedicalAMZNAmazon.com$644,689,804$33,563,619 ▲5.5%3,459,9362.9%Retail/WholesaleTDGTransDigm Group$530,980,007$12,351,824 ▲2.4%372,0612.4%AerospaceMETAMeta Platforms$521,906,773$28,708,442 ▲5.8%911,7232.4%Computer and TechnologyGOOGLAlphabet$520,489,381$6,211,580 ▲1.2%3,138,3142.4%Computer and TechnologyAXONAxon Enterprise$469,661,170$51,056,503 ▲12.2%1,175,3282.1%Industrial ProductsVRTVertiv$359,314,736$4,048,845 ▲1.1%3,611,5661.6%Computer and TechnologyNOWServiceNow$305,771,962$14,600,008 ▼-4.6%341,8781.4%Computer and TechnologyFIXComfort Systems USA$276,438,063$61,163,551 ▼-18.1%708,1801.2%ConstructionVVisa$246,552,049$3,922,986 ▲1.6%896,7161.1%Business ServicesLEGNLegend Biotech$245,526,364$12,976,605 ▲5.6%5,038,5051.1%MedicalNFLXNetflix$222,870,918$222,870,918 ▲New Holding314,2261.0%Consumer DiscretionaryFTAIFTAI Aviation$220,618,120$102,733,959 ▲87.1%1,660,0311.0%AerospacePGRProgressive$210,223,952$21,833,260 ▼-9.4%828,4360.9%FinanceOPCHOption Care Health$203,204,358$18,767,136 ▲10.2%6,492,1520.9%MedicalAVGOBroadcom$203,023,767$196,759,255 ▲3,140.9%1,176,9490.9%Computer and TechnologyPCVXVaxcyte$198,815,402$21,651,194 ▼-9.8%1,739,8740.9%MedicalDXCMDexCom$190,531,502$58,776,583 ▲44.6%2,842,0570.9%MedicalMHOM/I Homes$189,699,633$6,767,349 ▲3.7%1,107,0240.9%ConstructionMASIMasimo$185,869,479$34,981,791 ▲23.2%1,394,0560.8%MedicalPODDInsulet$175,696,558$38,028,579 ▲27.6%754,8720.8%MedicalICLRICON Public$170,015,561$18,387,538 ▲12.1%591,7500.8%MedicalIOTSamsara$168,741,490$6,674,340 ▲4.1%3,506,6810.8%Computer and TechnologyMNDYmonday.com$166,767,370$3,973,224 ▲2.4%600,3790.8%Computer and TechnologyLNTHLantheus$166,651,534$13,465,557 ▼-7.5%1,518,4650.8%MedicalLPLALPL Financial$165,369,082$29,373,276 ▲21.6%710,8670.7%FinanceRRXRegal Rexnord$162,482,888$66,293,753 ▲68.9%979,5210.7%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$162,252,319$21,842,834 ▼-11.9%934,2560.7%Computer and TechnologyCMGChipotle Mexican Grill$155,801,653$8,392,871 ▲5.7%2,703,9510.7%Retail/WholesaleARESAres Management$154,667,133$9,039 ▲0.0%992,4740.7%FinanceSAPSAP$149,814,863$3,941,435 ▼-2.6%653,9280.7%Computer and TechnologyDKNGDraftKings$144,962,628$9,267,939 ▲6.8%3,698,0260.7%Consumer DiscretionaryCDNSCadence Design Systems$144,580,554$4,592,599 ▼-3.1%533,4490.7%Computer and TechnologyDTDynatrace$144,570,689$34,691,764 ▲31.6%2,703,7720.7%Computer and TechnologyUNPUnion Pacific$140,459,706$35,145,613 ▲33.4%569,8620.6%TransportationTSLATesla$136,446,419$21,853,184 ▲19.1%521,5240.6%Auto/Tires/TrucksMTSIMACOM Technology Solutions$134,685,504$23,381,408 ▲21.0%1,210,5470.6%Computer and TechnologyMDBMongoDB$134,160,532$2,034,652 ▲1.5%496,2480.6%Computer and TechnologySAIASaia$132,744,265$13,988,385 ▲11.8%303,5820.6%TransportationCOSTCostco Wholesale$131,042,045$2,148,928 ▲1.7%147,8160.6%Retail/WholesaleOWLBlue Owl Capital$130,414,516$5,676,759 ▲4.6%6,736,2870.6%FinanceSUISun Communities$129,727,695$48,035,977 ▲58.8%959,8790.6%FinanceFOURShift4 Payments$128,920,531$1,134,434 ▲0.9%1,455,0850.6%Business ServicesAIGAmerican International Group$127,713,048$6,147,439 ▼-4.6%1,743,9990.6%FinanceCRMSalesforce$127,174,974$40,812,078 ▼-24.3%464,6340.6%Computer and TechnologyABBVAbbVie$125,152,936$73,325,896 ▼-36.9%633,7500.6%MedicalASMLASML$123,634,804$69,022,912 ▲126.4%148,3770.6%Computer and TechnologyROSTRoss Stores$118,466,418$54,334 ▲0.0%787,1000.5%Retail/WholesalePTCPTC$117,456,221$2,154,008 ▲1.9%650,1510.5%Computer and TechnologyFICOFair Isaac$116,782,144$45,410,311 ▼-28.0%60,0880.5%Computer and TechnologySNSharkNinja$114,877,969$114,877,969 ▲New Holding1,056,7380.5%Consumer DiscretionaryWINGWingstop$114,723,658$66,886,524 ▼-36.8%275,7250.5%Retail/WholesaleROKURoku$114,646,104$63,938,899 ▲126.1%1,535,5760.5%Consumer DiscretionaryTOLToll Brothers$111,561,864$111,561,864 ▲New Holding722,1300.5%ConstructionUNHUnitedHealth Group$109,996,107$9,544,339 ▼-8.0%188,1300.5%MedicalAVYAvery Dennison$109,905,145$2,098,324 ▲1.9%497,8490.5%Industrial ProductsPLTRPalantir Technologies$108,587,189$48,402,081 ▼-30.8%2,919,0100.5%Business ServicesTGTTarget$106,493,397$106,493,397 ▲New Holding683,2630.5%Retail/WholesaleGE VERNOVA INC$105,349,825$105,349,825 ▲New Holding413,1690.5%COMGPNGlobal Payments$103,709,249$7,533,400 ▲7.8%1,012,5880.5%Business ServicesCHDNChurchill Downs$103,241,083$51,616,958 ▲100.0%763,5610.5%Consumer DiscretionaryCSGPCoStar Group$103,013,920$26,736,312 ▼-20.6%1,365,5080.5%Computer and TechnologyMOG.AMoog$102,427,978$102,427,978 ▲New Holding507,0190.5%AerospaceFLYWFlywire$102,059,088$16,496,797 ▲19.3%6,226,9120.5%Computer and TechnologyORCLOracle$100,338,651$100,338,651 ▲New Holding588,8420.5%Computer and TechnologyITTITT$100,099,786$4,169,086 ▲4.3%669,5190.5%Multi-Sector ConglomeratesFFIVF5$99,447,385$34,789,839 ▼-25.9%451,6230.4%Computer and TechnologyBFAMBright Horizons Family Solutions$99,125,580$3,073,752 ▲3.2%707,3830.4%Consumer DiscretionaryMTHMeritage Homes$99,081,416$21,020,085 ▲26.9%483,1590.4%ConstructionWSCWillScot Mobile Mini$98,920,486$20,061,066 ▼-16.9%2,630,8640.4%FinanceTXRHTexas Roadhouse$98,448,672$40,957,955 ▼-29.4%557,4670.4%Retail/WholesaleFLEXFlex$97,521,279$500,982 ▼-0.5%2,917,1790.4%Computer and TechnologyCWSTCasella Waste Systems$94,563,653$3,946,370 ▲4.4%950,4840.4%Industrial ProductsHUBSHubSpot$93,434,129$9,277,494 ▼-9.0%175,7600.4%Computer and TechnologyTRUTransUnion$92,660,861$92,660,861 ▲New Holding885,0130.4%Business ServicesAPOApollo Global Management$92,449,984$13,809,546 ▲17.6%740,1330.4%FinanceMSCIMSCI$89,738,058$15,068,168 ▲20.2%153,9430.4%Computer and TechnologyITCIIntra-Cellular Therapies$84,830,079$8,523,866 ▲11.2%1,159,3560.4%MedicalBIOBio-Rad Laboratories$84,571,452$3,206,615 ▲3.9%252,7690.4%MedicalNXPINXP Semiconductors$83,490,833$22,957,675 ▼-21.6%347,8640.4%Computer and TechnologyRCKTRocket Pharmaceuticals$83,001,096$3,064,376 ▲3.8%4,493,8330.4%MedicalSTZConstellation Brands$82,574,133$31,075,076 ▼-27.3%320,4400.4%Consumer StaplesJBHTJ.B. Hunt Transport Services$81,638,808$2,914,447 ▲3.7%473,7350.4%TransportationTTDTrade Desk$80,756,825$24,531,677 ▲43.6%736,4960.4%Computer and TechnologyNUNU$80,123,577$23,347,343 ▲41.1%5,869,8590.4%Business ServicesGLOBGlobant$80,018,158$34,134,730 ▼-29.9%403,8470.4%Computer and TechnologyTPRTapestry$79,822,168$10,314,177 ▲14.8%1,699,0670.4%Retail/WholesaleSSentinelOne$79,182,352$2,596,755 ▲3.4%3,310,2990.4%Computer and TechnologyAVNTAvient$76,620,050$3,177,104 ▲4.3%1,522,6560.3%Basic MaterialsIEXIDEX$76,395,891$7,503,639 ▼-8.9%356,1580.3%Industrial ProductsAXTAAxalta Coating Systems$75,882,830$3,061,457 ▲4.2%2,096,7900.3%Basic MaterialsKDKyndryl$74,893,704$28,821,700 ▲62.6%3,259,0820.3%Business ServicesAMEAMETEK$73,552,914$2,514,009 ▼-3.3%428,3550.3%Computer and TechnologyTWTradeweb Markets$73,505,243$12,763,733 ▲21.0%594,3660.3%FinanceANFAbercrombie & Fitch$73,048,365$73,048,365 ▲New Holding522,1470.3%Retail/WholesaleNSITInsight Enterprises$72,871,822$7,757,055 ▼-9.6%338,3250.3%Retail/WholesaleHUBBHubbell$72,756,104$31,644,785 ▼-30.3%169,8520.3%Industrial ProductsShowing largest 100 holdings. 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