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
CH Robinson Worldwide Inc 429,50071.3M $
Lowe's Cos Inc 300,96271.1M $
CSX Corp 1,658,29968.1M $
Onto Innovation Inc 326,96067M $
DoorDash Inc 443,92166.7M $
Red Rock Resorts Inc 1,228,15865.5M $
Casella Waste Systems Inc 822,49265.3M $
Packaging Corp of America 303,77164.5M $
Wintrust Financial Corp 455,22263.2M $
Microchip Technology Inc 970,29562.7M $
Masimo Corp 341,22960.7M $
Zscaler Inc 427,91960M $
HealthEquity Inc 712,84859.6M $
Procore Technologies Inc 1,001,25357.1M $
Avient Corp 1,569,46857M $
HubSpot Inc 232,97656.9M $
StepStone Group Inc 1,177,97156.2M $
Installed Building Products Inc 208,24855.2M $
Vita Coco Co Inc/The 1,151,93355.2M $
Saia Inc 155,60054.7M $
Moody's Corp 123,60353.9M $
Synopsys Inc 132,84852.7M $
Parker-Hannifin Corp 58,48952.4M $
Lattice Semiconductor Corp 563,42252.3M $
TopBuild Corp 148,58152.2M $
Bank of America Corp 1,066,88552M $
Glaukos Corp 482,21951.9M $
KKR & Co Inc 558,13651.6M $
Coeur Mining Inc 2,738,84651.4M $
Salesforce Inc 271,96350.8M $
Marriott International Inc/MD 153,21950.1M $
Madrigal Pharmaceuticals Inc 94,81349.6M $
Affirm Holdings Inc 1,080,63649.5M $
JB Hunt Transport Services Inc 228,57748.4M $
Dorman Products Inc 461,28248.1M $
Toast Inc 1,790,87347.5M $
Planet Labs PBC 1,637,04145.8M $
Bio-Techne Corp 856,04344.7M $
Robinhood Markets Inc 633,38443.9M $
Entegris Inc 371,68643.6M $
Riot Platforms Inc 3,499,88043.3M $
Fair Isaac Corp 39,93442.6M $
TALEN ENERGY CORP 131,46142M $
Corpay Inc 143,12041.6M $
MongoDB Inc 164,88140.4M $
IonQ Inc 1,373,78839.6M $
Hamilton Lane Inc 364,17436.2M $
Micron Technology Inc 100,43433.9M $
Freeport-McMoRan Inc 544,35932M $
Option Care Health Inc 1,182,81431.8M $
LendingClub Corp 2,117,54330.3M $
SPX Technologies Inc 149,27629.8M $
RadNet Inc 531,89329.7M $
Fastenal Co 638,33429.6M $
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 132,45729.4M $
Rigetti Computing Inc 1,895,31326.6M $
Caterpillar Inc 32,32522.9M $
Core Scientific Inc 1,480,01322.1M $
Uranium Energy Corp 1,567,77221.2M $
Danaher Corp 110,49220.9M $
Oruka Therapeutics Inc 313,13015.4M $
TransDigm Group Inc 12,95015M $
Pattern Group Inc 1,172,89114.6M $
Alphabet Inc 50,48714.5M $
Mueller Industries Inc 126,05914M $
Williams Cos Inc/The 181,44413.2M $
Applied Digital Corp 542,09212.9M $
Ciena Corp 31,75012.3M $
Coca-Cola Co/The 133,86710.2M $
Sumitomo Mitsui Financial Group Inc 457,5849M $
Walmart Inc 71,5618.9M $
Johnson & Johnson 35,9128.8M $
Mitsubishi UFJ Financial Group Inc 516,0548.8M $
Cummins Inc 15,4158.3M $
NextEra Energy Inc 87,2518.1M $
TJX Cos Inc/The 48,6217.8M $
Wells Fargo & Co 87,7137M $
Rollins Inc 130,6177M $
Home Depot Inc/The 20,4056.7M $
Thermo Fisher Scientific Inc 13,4746.6M $
M&T Bank Corp 29,8396.2M $
Hershey Co/The 29,1586.1M $
First Citizens BancShares Inc/NC 3,1856M $
Amgen Inc 17,0526M $
Goldman Sachs Group Inc/The 7,0746M $
McKesson Corp 6,9016M $
Banco Bilbao Vizcaya Argentaria SA 268,6905.8M $
Raymond James Financial Inc 40,0955.8M $
McDonald's Corp. 18,0345.6M $
Merck & Co Inc 42,9015.2M $
Citigroup Inc 44,4575M $
HEICO Corp 20,1304.2M $
Southern Copper Corp 24,1244.2M $
Expedia Group Inc 16,6923.9M $
Pfizer Inc 133,7343.8M $
Gilead Sciences Inc 26,6903.7M $
Watsco Inc 9,8223.6M $
PepsiCo Inc 22,7603.5M $
Dominion Energy Inc 53,2623.3M $
Cardinal Health, Inc. 13,0432.8M $