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.

RankCountryLinesValueShare
1US22320.3B $92.98 %
2DK21.1B $5.04 %
3TW1166.8M $0.76 %
4FR1147.3M $0.67 %
5KY1104.3M $0.48 %
6JP19M $0.04 %
7ES15.8M $0.03 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 6,317,0391.1B $
2Ascendis Pharma A/S 4,813,4401.1B $
3Comfort Systems USA Inc 620,915856.2M $
4Apple Inc 3,133,113795.2M $
5Microsoft Corp 1,649,513610.6M $
6Alphabet Inc 2,026,744582.8M $
7Howmet Aerospace Inc 2,289,697527.7M $
8Vertiv Holdings Co 1,921,696481.5M $
9Amazon.com Inc 2,279,654474.8M $
10Axon Enterprise Inc 1,064,134451.9M $
11Broadcom Inc 1,236,925382.8M $
12Eli Lilly & Co 364,579335.3M $
13Tapestry Inc 2,198,862310.3M $
14Meta Platforms Inc 526,822301.4M $
15LPL Financial Holdings Inc 881,506265.2M $
16MKS Inc 1,046,763240.6M $
17Insmed Inc 1,468,459240.1M $
18Vaxcyte Inc 3,646,138211.9M $
19Rocket Lab Corp 3,172,611203.7M $
20Netflix Inc 1,969,994189.4M $
21API Group Corp 4,634,929187.8M $
22Quanta Services Inc 331,816182.2M $
23GE Vernova Inc 199,306174M $
24Ares Management Corp 1,572,787171.6M $
25Rhythm Pharmaceuticals Inc 1,929,123167.8M $
26Taiwan Semiconductor Manufacturing Co Ltd 493,504166.8M $
27Marvell Technology Inc 1,673,381165.7M $
28Bloom Energy Corp 1,191,572161.4M $
29Samsara Inc 5,072,821160.8M $
30AMETEK Inc 745,832159.9M $
31Permian Resources Corp 7,481,457159.5M $
32Dynatrace Inc 4,209,594155.7M $
33Revolution Medicines Inc 1,556,578151.4M $
34Natera Inc 754,729150.9M $
35Abivax SA 1,322,938147.3M $
36ServiceNow Inc 1,394,187145.8M $
37Hilton Worldwide Holdings Inc 457,425139.1M $
38Visa Inc 456,548138M $
39Cencora Inc 436,909137.3M $
40ITT Inc 703,309134M $
41Celsius Holdings Inc 3,768,911133.7M $
42Nextpower Inc 1,107,346133.5M $
43Cheniere Energy Inc 459,044130.3M $
44Regal Rexnord Corp 681,717127.7M $
45MSCI Inc 233,764126M $
46Guardant Health Inc 1,362,539125.9M $
47Live Nation Entertainment Inc 810,710123.6M $
48Tesla Inc 316,102117.5M $
49Globe Life Inc 842,423117.2M $
50Dutch Bros Inc 2,313,357117.2M $
51Cloudflare Inc 541,566111.7M $
52Roku Inc 1,178,219111.5M $
53XPO Inc 571,992111.3M $
54Fifth Third Bancorp 2,385,422110.8M $
55Everpure Inc 1,874,763110.7M $
56Kratos Defense & Security Solutions, Inc. 1,563,146110.2M $
57American International Group Inc 1,458,711109.8M $
58Snowflake Inc 718,810108.4M $
59Primoris Services Corp 743,269106.3M $
60Jones Lang LaSalle Inc 347,779105.8M $
61Legence Corp 1,861,653105.1M $
62LEGEND BIOTECH CORP 5,763,475104.3M $
63KeyCorp 5,193,334104.1M $
64Ross Stores Inc 471,916102.2M $
65Palomar Holdings Inc 854,116102.1M $
66Palo Alto Networks Inc 636,483102M $
67Diamondback Energy Inc 503,47499.6M $
68Palantir Technologies Inc 674,55798.7M $
69Semtech Corp 1,280,59498.5M $
70Woodward Inc 272,18597.4M $
71Arista Networks Inc 780,40295.8M $
72AutoZone Inc 28,36395.8M $
73Coherent Corp 396,64494.5M $
74Astera Labs Inc 860,11394.3M $
75Braze Inc 3,973,90693.8M $
76Jabil Inc 349,20992.8M $
77Lincoln Electric Holdings Inc 358,16589.2M $
78GeneDx Holdings Corp 1,369,10887.9M $
79F5 Inc 298,54286.4M $
80East West Bancorp Inc 805,95686M $
81Life Time Group Holdings Inc 3,185,51585.8M $
82O'Reilly Automotive Inc 887,99982M $
83Morgan Stanley 496,55881.7M $
84Alnylam Pharmaceuticals Inc 245,53981.2M $
85FirstCash Holdings Inc 431,99381.2M $
86IDEX Corp 426,01980.8M $
87MasTec Inc 249,98080.4M $
88Houlihan Lokey Inc 543,61178.1M $
89Plexus Corp 384,49377.9M $
90Karman Holdings Inc 964,30577.2M $
91Applied Industrial Technologies Inc 289,20176.7M $
92Targa Resources Corp 304,99776.5M $
93Calix Inc 1,546,10175.7M $
94Adaptive Biotechnologies Corp 5,436,71875.5M $
95Wynn Resorts Ltd 740,01375.1M $
96Clean Harbors Inc 261,09274.9M $
97IDEXX Laboratories Inc 132,86074.7M $
98Vistra Corp 494,87574.4M $
99Rockwell Automation Inc 206,27774M $
100Guidewire Software Inc 486,58172.8M $