Titelia

Holdings of WESTFIELD CAPITAL MANAGEMENT CO LP

230 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 31.9 % of the equity sleeve

Sector breakdown

  • Technology 22.8 %
  • Industrials 17.5 %
  • Financials 7.2 %
  • Consumer discretionary 7.0 %
  • Communication 5.8 %
  • Health care 5.0 %
  • Energy 2.2 %
  • Materials 1.2 %
  • Utilities 0.4 %
  • Consumer staples 0.1 %
  • Unattributed 30.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 93.0 %
  • DK 5.0 %
  • TW 0.8 %
  • FR 0.7 %
  • KY 0.5 %
  • JP 0.0 %
  • ES 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US22320.3B $92.98 %
DK21.1B $5.04 %
TW1166.8M $0.76 %
FR1147.3M $0.67 %
KY1104.3M $0.48 %
JP19M $0.04 %
ES15.8M $0.03 %

Positions

CompanySharesValueWeight
NVIDIA Corp 6,317,0391.1B $
Ascendis Pharma A/S 4,813,4401.1B $
Comfort Systems USA Inc 620,915856.2M $
Apple Inc 3,133,113795.2M $
Microsoft Corp 1,649,513610.6M $
Alphabet Inc 2,026,744582.8M $
Howmet Aerospace Inc 2,289,697527.7M $
Vertiv Holdings Co 1,921,696481.5M $
Amazon.com Inc 2,279,654474.8M $
Axon Enterprise Inc 1,064,134451.9M $
Broadcom Inc 1,236,925382.8M $
Eli Lilly & Co 364,579335.3M $
Tapestry Inc 2,198,862310.3M $
Meta Platforms Inc 526,822301.4M $
LPL Financial Holdings Inc 881,506265.2M $
MKS Inc 1,046,763240.6M $
Insmed Inc 1,468,459240.1M $
Vaxcyte Inc 3,646,138211.9M $
Rocket Lab Corp 3,172,611203.7M $
Netflix Inc 1,969,994189.4M $
API Group Corp 4,634,929187.8M $
Quanta Services Inc 331,816182.2M $
GE Vernova Inc 199,306174M $
Ares Management Corp 1,572,787171.6M $
Rhythm Pharmaceuticals Inc 1,929,123167.8M $
Taiwan Semiconductor Manufacturing Co Ltd 493,504166.8M $
Marvell Technology Inc 1,673,381165.7M $
Bloom Energy Corp 1,191,572161.4M $
Samsara Inc 5,072,821160.8M $
AMETEK Inc 745,832159.9M $
Permian Resources Corp 7,481,457159.5M $
Dynatrace Inc 4,209,594155.7M $
Revolution Medicines Inc 1,556,578151.4M $
Natera Inc 754,729150.9M $
Abivax SA 1,322,938147.3M $
ServiceNow Inc 1,394,187145.8M $
Hilton Worldwide Holdings Inc 457,425139.1M $
Visa Inc 456,548138M $
Cencora Inc 436,909137.3M $
ITT Inc 703,309134M $
Celsius Holdings Inc 3,768,911133.7M $
Nextpower Inc 1,107,346133.5M $
Cheniere Energy Inc 459,044130.3M $
Regal Rexnord Corp 681,717127.7M $
MSCI Inc 233,764126M $
Guardant Health Inc 1,362,539125.9M $
Live Nation Entertainment Inc 810,710123.6M $
Tesla Inc 316,102117.5M $
Globe Life Inc 842,423117.2M $
Dutch Bros Inc 2,313,357117.2M $
Cloudflare Inc 541,566111.7M $
Roku Inc 1,178,219111.5M $
XPO Inc 571,992111.3M $
Fifth Third Bancorp 2,385,422110.8M $
Everpure Inc 1,874,763110.7M $
Kratos Defense & Security Solutions, Inc. 1,563,146110.2M $
American International Group Inc 1,458,711109.8M $
Snowflake Inc 718,810108.4M $
Primoris Services Corp 743,269106.3M $
Jones Lang LaSalle Inc 347,779105.8M $
Legence Corp 1,861,653105.1M $
LEGEND BIOTECH CORP 5,763,475104.3M $
KeyCorp 5,193,334104.1M $
Ross Stores Inc 471,916102.2M $
Palomar Holdings Inc 854,116102.1M $
Palo Alto Networks Inc 636,483102M $
Diamondback Energy Inc 503,47499.6M $
Palantir Technologies Inc 674,55798.7M $
Semtech Corp 1,280,59498.5M $
Woodward Inc 272,18597.4M $
Arista Networks Inc 780,40295.8M $
AutoZone Inc 28,36395.8M $
Coherent Corp 396,64494.5M $
Astera Labs Inc 860,11394.3M $
Braze Inc 3,973,90693.8M $
Jabil Inc 349,20992.8M $
Lincoln Electric Holdings Inc 358,16589.2M $
GeneDx Holdings Corp 1,369,10887.9M $
F5 Inc 298,54286.4M $
East West Bancorp Inc 805,95686M $
Life Time Group Holdings Inc 3,185,51585.8M $
O'Reilly Automotive Inc 887,99982M $
Morgan Stanley 496,55881.7M $
Alnylam Pharmaceuticals Inc 245,53981.2M $
FirstCash Holdings Inc 431,99381.2M $
IDEX Corp 426,01980.8M $
MasTec Inc 249,98080.4M $
Houlihan Lokey Inc 543,61178.1M $
Plexus Corp 384,49377.9M $
Karman Holdings Inc 964,30577.2M $
Applied Industrial Technologies Inc 289,20176.7M $
Targa Resources Corp 304,99776.5M $
Calix Inc 1,546,10175.7M $
Adaptive Biotechnologies Corp 5,436,71875.5M $
Wynn Resorts Ltd 740,01375.1M $
Clean Harbors Inc 261,09274.9M $
IDEXX Laboratories Inc 132,86074.7M $
Vistra Corp 494,87574.4M $
Rockwell Automation Inc 206,27774M $
Guidewire Software Inc 486,58172.8M $