WESTFIELD CAPITAL MANAGEMENT CO LP
Q2 2023 Form 13-F
BOSTON, MASSACHUSETTS
CIK 0001177719
· CRD 146990
· SEC-registered investment adviser
$15.7B Reported Value Total
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. reports 759 total accounts under management (AUM). There are 759 discretionary accounts valued at $13,315,528,816, 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
$15.7B
Quarter over quarter
+8.7%
Holdings
227
Top-10 concentration
21.8%
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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Q2 2023 13F record
Q2 2023 13F filing summary
| Period of report | June 30, 2023 |
|---|---|
| Filed | August 11, 2023 |
| Form | 13F-HR |
| Reported value | $15.7B |
| Positions | 227 |
| Change in reported value | +11.2% |
| New positions | 32 |
| Exited positions | 27 |
| Position turnover | 23.2% |
| Top-10 concentration | 21.8% |
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 · Q2 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $532.6M | 3.38% |
| 2 | MSFT MICROSOFT CORP | $470.5M | 2.99% |
| 3 | GOOGL ALPHABET INC | $405.7M | 2.58% |
| 4 | ICLR ICON PLC | $344.6M | 2.19% |
| 5 | TDG TRANSDIGM GROUP INC | $325.3M | 2.07% |
| 6 | ASND ASCENDIS PHARMA A/S | $324.1M | 2.06% |
| 7 | AMZN AMAZON COM INC | $315.2M | 2.0% |
| 8 | V VISA INC | $259.1M | 1.65% |
| 9 | NVDA NVIDIA CORPORATION | $225.8M | 1.43% |
| 10 | BLDR BUILDERS FIRSTSOURCE INC | $223.4M | 1.42% |
| 11 | FTNT FORTINET INC | $215.9M | 1.37% |
| 12 | META META PLATFORMS INC | $207.9M | 1.32% |
| 13 | UNH UNITEDHEALTH GROUP INC | $204.6M | 1.3% |
| 14 | CMG CHIPOTLE MEXICAN GRILL INC | $196.4M | 1.25% |
| 15 | LLY LILLY ELI & CO | $186.2M | 1.18% |
| 16 | INSP INSPIRE MED SYS INC | $183.0M | 1.16% |
| 17 | NOW SERVICENOW INC | $175.0M | 1.11% |
| 18 | SAIA SAIA INC | $173.5M | 1.1% |
| 19 | AME AMETEK INC | $173.5M | 1.1% |
| 20 | HUBS HUBSPOT INC | $169.7M | 1.08% |
Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.