WESTFIELD CAPITAL MANAGEMENT CO LP
Q1 2026 Form 13-F
BOSTON, MASSACHUSETTS
CIK 0001177719
· CRD 146990
· SEC-registered investment adviser
$23.8B Reported Value Total
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. reports 1,118 total accounts under management (AUM). There are 1,118 discretionary accounts valued at $24,404,194,926, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
11 funds
· $185.4M gross asset value
Other: $68.8M · Hedge Fund: $34.8M · Private Equity Fund: $128.8K
Source: Form ADV filed 2026-07-01
Reported value
$23.8B
Quarter over quarter
-1.5%
Holdings
250
Top-10 concentration
30.3%
Filing Structure
Reports holdings for
- NORTHERN TRUST CORPORATION · File #028-00290 · Q4 2025 – Q1 2026 · declared by one filing
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO · File #028-11160 · Q1 2025 – Q1 2026 · declared by one filing
- ALPS ADVISORS INC · File #028-12230 · Q3 2024 – Q1 2026 · declared by one filing
- Beacon Pointe Advisors LLC · File #028-19009 · Q1 2024 – Q1 2026 · declared by one filing
- Equitable Investment Management Group LLC · File #028-14633 · Q1 2024 – Q1 2025 · declared by one filing
- Mercer Investments LLC · File #028-12567 · Q1 2024 – Q2 2024 · declared by one filing
- Knights of Columbus Asset Advisors LLC · File #028-17560 · Q4 2018 – Q4 2018 · declared by one filing
Holdings reported by
- R & A Capital Management LLC · Q2 2013 – Q2 2013 · declared by one filing
Key People
Form ADV owners & control persons
William Albert Muggia
MEMBER OF MANAGEMENT COMMITTEE
Kathryn Ann Kearney
PARTNER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
Richard Dailyong Lee
CHIEF INVESTMENT OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | May 11, 2026 |
| Form | 13F-HR |
| Reported value | $23.8B |
| Positions | 250 |
| Change in reported value | -0.7% |
| New positions | 46 |
| Exited positions | 37 |
| Position turnover | 28.9% |
| Top-10 concentration | 30.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
278 | $30.6B |
|
Q1 2026 13F
Filed May 11, 2026
|
250 | $23.8B |
|
Q4 2025 13F
Filed Feb 11, 2026
|
241 | $24.0B |
|
Q3 2025 13F
Filed Nov 12, 2025
|
235 | $23.8B |
|
Q2 2025 13F
Filed Aug 12, 2025
|
239 | $23.8B |
|
Q1 2025 13F
Filed May 9, 2025
|
244 | $20.5B |
|
Q4 2024 13F
Filed Feb 11, 2025
|
239 | $23.0B |
|
Q3 2024 13F
Filed Nov 12, 2024
|
247 | $22.1B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
248 | $20.4B |
|
Q1 2024 13F
Filed May 10, 2024
|
244 | $19.0B |
|
Q4 2023 13F
Filed Feb 9, 2024
|
239 | $17.2B |
|
Q3 2023 13F
Filed Nov 13, 2023
|
234 | $14.7B |
|
Q2 2023 13F
Filed Aug 11, 2023
|
227 | $15.7B |
|
Q1 2023 13F
Filed May 12, 2023
|
222 | $14.2B |
|
Q4 2022 13F
Filed Feb 13, 2023
|
226 | $13.0B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
230 | $12.6B |
|
Q2 2022 13F
Filed Aug 12, 2022
|
235 | $12.7B |
|
Q1 2022 13F
Filed May 16, 2022
|
235 | $15.6B |
|
Q4 2021 13F
Filed Feb 10, 2022
|
244 | $16.8B |
|
Q3 2021 13F
Filed Nov 12, 2021
|
235 | $16.6B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $1.1B | 4.62% |
| 2 | ASND ASCENDIS PHARMA A/S | $1.1B | 4.62% |
| 3 | FIX COMFORT SYS USA INC | $856.2M | 3.59% |
| 4 | AAPL APPLE INC | $795.2M | 3.34% |
| 5 | FTAI FTAI AVIATION LTD | $697.8M | 2.93% |
| 6 | MSFT MICROSOFT CORP | $610.6M | 2.56% |
| 7 | GOOGL ALPHABET INC | $582.8M | 2.45% |
| 8 | HWM HOWMET AEROSPACE INC | $527.7M | 2.21% |
| 9 | VRT VERTIV HOLDINGS CO | $481.5M | 2.02% |
| 10 | AMZN AMAZON COM INC | $474.8M | 1.99% |
| 11 | AXON AXON ENTERPRISE INC | $451.9M | 1.9% |
| 12 | AVGO BROADCOM INC | $382.8M | 1.61% |
| 13 | LLY ELI LILLY & CO | $335.3M | 1.41% |
| 14 | TPR TAPESTRY INC | $310.3M | 1.3% |
| 15 | META META PLATFORMS INC | $301.4M | 1.26% |
| 16 | LPLA LPL FINL HLDGS INC | $265.2M | 1.11% |
| 17 | MKSI MKS INC. | $240.6M | 1.01% |
| 18 | INSM INSMED INC | $240.1M | 1.01% |
| 19 | PCVX VAXCYTE INC | $211.9M | 0.89% |
| 20 | RKLB ROCKET LAB CORP | $203.7M | 0.85% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.