13F HOLDINGS REPORT
WESTFIELD CAPITAL MANAGEMENT CO LP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001085146-23-004307
Total Value
$14.68B
Positions
234
Other Managers
0
Confidential Omitted
No
Holdings (234)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 2,620,832 | $448.7M | 3.06% |
| 2 | ALPHABET INC | GOOG | 3,263,044 | $427.0M | 2.91% |
| 3 | MICROSOFT CORP | MSFT | 1,342,536 | $423.9M | 2.89% |
| 4 | ASCENDIS PHARMA A/S | ASND | 3,802,177 | $356.0M | 2.43% |
| 5 | AMAZON COM INC | AMZN | 2,380,224 | $302.6M | 2.06% |
| 6 | NVIDIA CORPORATION | NVDA | 638,970 | $277.9M | 1.89% |
| 7 | TRANSDIGM GROUP INC | TDG | 323,938 | $273.1M | 1.86% |
| 8 | VISA INC | V | 1,099,058 | $252.8M | 1.72% |
| 9 | META PLATFORMS INC | META | 734,688 | $220.6M | 1.50% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 430,802 | $217.2M | 1.48% |
| 11 | DEXCOM INC | DXCM | 1,847,865 | $172.4M | 1.17% |
| 12 | SERVICENOW INC | NOW | 303,647 | $169.7M | 1.16% |
| 13 | BUILDERS FIRSTSOURCE INC | BLDR | 1,273,570 | $158.5M | 1.08% |
| 14 | SAIA INC | SAIA | 386,496 | $154.1M | 1.05% |
| 15 | AMETEK INC | AME | 1,040,033 | $153.7M | 1.05% |
| 16 | ELI LILLY & CO | LLY | 286,015 | $153.6M | 1.05% |
| 17 | INSPIRE MED SYS INC | 457730109 | 732,400 | $145.3M | 0.99% |
| 18 | LPL FINL HLDGS INC | 50212V100 | 599,104 | $142.4M | 0.97% |
| 19 | FORTINET INC | FTNT | 2,412,418 | $141.6M | 0.96% |
| 20 | AXON ENTERPRISE INC | AXON | 696,193 | $138.5M | 0.94% |
| 21 | ICON PLC | ICLR | 556,017 | $136.9M | 0.93% |
| 22 | SPLUNK INC | 848637104 | 929,975 | $136.0M | 0.93% |
| 23 | HUBBELL INC | HUBB | 424,895 | $133.2M | 0.91% |
| 24 | CHIPOTLE MEXICAN GRILL INC | CMG | 72,682 | $133.1M | 0.91% |
| 25 | BIO RAD LABS INC | 090572207 | 362,328 | $129.9M | 0.88% |
| 26 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 3,003,308 | $124.9M | 0.85% |
| 27 | OPTION CARE HEALTH INC | OPCH | 3,747,388 | $121.2M | 0.83% |
| 28 | F5 INC | FFIV | 748,118 | $120.6M | 0.82% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 205,617 | $116.2M | 0.79% |
| 30 | HOME DEPOT INC | HD | 383,099 | $115.8M | 0.79% |
| 31 | SALESFORCE INC | CRM | 570,176 | $115.6M | 0.79% |
| 32 | LINCOLN ELEC HLDGS INC | 533900106 | 619,974 | $112.7M | 0.77% |
| 33 | FLYWIRE CORPORATION | FLYW | 3,514,112 | $112.1M | 0.76% |
| 34 | LEGEND BIOTECH CORP | LEGN | 1,668,150 | $112.0M | 0.76% |
| 35 | GENPACT LIMITED | G | 2,948,433 | $106.7M | 0.73% |
| 36 | MARVELL TECHNOLOGY INC | MRVL | 1,962,787 | $106.2M | 0.72% |
| 37 | INSULET CORP | PODD | 637,261 | $101.6M | 0.69% |
| 38 | SMARTSHEET INC | 83200N103 | 2,482,430 | $100.4M | 0.68% |
| 39 | TENABLE HLDGS INC | 88025T102 | 2,195,092 | $98.3M | 0.67% |
| 40 | SAREPTA THERAPEUTICS INC | SRPT | 806,400 | $97.8M | 0.67% |
| 41 | HUBSPOT INC | HUBS | 193,532 | $95.3M | 0.65% |
| 42 | HEXCEL CORP NEW | 428291108 | 1,462,293 | $95.3M | 0.65% |
| 43 | GLOBAL PMTS INC | 37940X102 | 809,810 | $93.4M | 0.64% |
| 44 | VISTEON CORP | VC | 664,137 | $91.7M | 0.62% |
| 45 | CADENCE DESIGN SYSTEM INC | CDNS | 389,797 | $91.3M | 0.62% |
| 46 | LANTHEUS HLDGS INC | LNTH | 1,294,391 | $89.9M | 0.61% |
| 47 | TESLA INC | TSLA | 359,314 | $89.9M | 0.61% |
| 48 | AVANTOR INC | AVTR | 4,246,946 | $89.5M | 0.61% |
| 49 | CONSTELLATION BRANDS INC | STZ | 349,382 | $87.8M | 0.60% |
| 50 | NICE LTD | NCSYF | 511,020 | $86.9M | 0.59% |
| 51 | ROCKWELL AUTOMATION INC | ROK | 303,324 | $86.7M | 0.59% |
| 52 | ROCKET PHARMACEUTICALS INC | RCKTW | 4,193,996 | $85.9M | 0.59% |
| 53 | PAYLOCITY HLDG CORP | PCTY | 472,517 | $85.9M | 0.58% |
| 54 | UNION PAC CORP | UNP | 416,126 | $84.7M | 0.58% |
| 55 | AVERY DENNISON CORP | AVY | 457,013 | $83.5M | 0.57% |
| 56 | CERIDIAN HCM HLDG INC | 15677J108 | 1,226,077 | $83.2M | 0.57% |
| 57 | BRP INC | DOO | 1,094,083 | $83.0M | 0.57% |
| 58 | MSCI INC | MSCI | 160,679 | $82.4M | 0.56% |
| 59 | WORKDAY INC | WDAY | 383,625 | $82.4M | 0.56% |
| 60 | GALLAGHER ARTHUR J & CO | 363576109 | 361,096 | $82.3M | 0.56% |
| 61 | DYNATRACE INC | DT | 1,760,141 | $82.3M | 0.56% |
| 62 | M/I HOMES INC | MHO | 977,922 | $82.2M | 0.56% |
| 63 | CELANESE CORP DEL | CE | 653,146 | $82.0M | 0.56% |
| 64 | HUNT J B TRANS SVCS INC | 445658107 | 432,173 | $81.5M | 0.55% |
| 65 | AMERICAN INTL GROUP INC | 026874784 | 1,336,355 | $81.0M | 0.55% |
| 66 | COPART INC | CPRT | 1,773,535 | $76.4M | 0.52% |
| 67 | IDEX CORP | 45167R104 | 360,063 | $74.9M | 0.51% |
| 68 | ARES MANAGEMENT CORPORATION | ARES-PB | 727,479 | $74.8M | 0.51% |
| 69 | FAIR ISAAC CORP | FICO | 85,643 | $74.4M | 0.51% |
| 70 | DIAGEO PLC | DGEAF | 495,284 | $73.9M | 0.50% |
| 71 | APOLLO GLOBAL MGMT INC | 03769M106 | 822,633 | $73.8M | 0.50% |
| 72 | NEUROCRINE BIOSCIENCES INC | NBIX | 649,292 | $73.0M | 0.50% |
| 73 | MGM RESORTS INTERNATIONAL | MGM | 1,984,496 | $73.0M | 0.50% |
| 74 | PROGRESSIVE CORP | 743315103 | 522,746 | $72.8M | 0.50% |
| 75 | UBER TECHNOLOGIES INC | UBER | 1,577,631 | $72.6M | 0.49% |
| 76 | AMERIPRISE FINL INC | 03076C106 | 219,178 | $72.3M | 0.49% |
| 77 | FIVE BELOW INC | FIVE | 443,081 | $71.3M | 0.49% |
| 78 | DECKERS OUTDOOR CORP | DECK | 135,105 | $69.5M | 0.47% |
| 79 | TRANSUNION | TRU | 967,445 | $69.5M | 0.47% |
| 80 | SUN CMNTYS INC | 866674104 | 576,833 | $68.3M | 0.46% |
| 81 | S&P GLOBAL INC | SPGI | 186,231 | $68.1M | 0.46% |
| 82 | TEXAS ROADHOUSE INC | TXRH | 703,046 | $67.6M | 0.46% |
| 83 | PALO ALTO NETWORKS INC | PANW | 287,981 | $67.5M | 0.46% |
| 84 | PPG INDS INC | 693506107 | 515,948 | $67.0M | 0.46% |
| 85 | OVINTIV INC | OVV | 1,403,007 | $66.7M | 0.45% |
| 86 | WATSCO INC | WSO-B | 176,533 | $66.7M | 0.45% |
| 87 | CDW CORP | CDW | 328,984 | $66.4M | 0.45% |
| 88 | DEVON ENERGY CORP NEW | 25179M103 | 1,356,705 | $64.7M | 0.44% |
| 89 | MICROCHIP TECHNOLOGY INC. | MCHPP | 817,206 | $63.8M | 0.43% |
| 90 | IDEXX LABS INC | 45168D104 | 145,612 | $63.7M | 0.43% |
| 91 | ALIGN TECHNOLOGY INC | ALGN | 207,956 | $63.5M | 0.43% |
| 92 | VULCAN MATLS CO | 929160109 | 310,031 | $62.6M | 0.43% |
| 93 | LULULEMON ATHLETICA INC | LULU | 162,299 | $62.6M | 0.43% |
| 94 | WALMART INC | WMT | 389,282 | $62.3M | 0.42% |
| 95 | BLUE OWL CAPITAL INC | OWL | 4,629,423 | $60.0M | 0.41% |
| 96 | ITT INC | ITT | 602,444 | $59.0M | 0.40% |
| 97 | TAPESTRY INC | TPR | 2,028,083 | $58.3M | 0.40% |
| 98 | NEW YORK CMNTY BANCORP INC | 649445103 | 5,135,955 | $58.2M | 0.40% |
| 99 | PTC INC | PTC | 410,467 | $58.2M | 0.40% |
| 100 | HILTON WORLDWIDE HLDGS INC | HLT | 378,231 | $56.8M | 0.39% |
| 101 | NORTHERN OIL & GAS INC | NOG | 1,406,271 | $56.6M | 0.39% |
| 102 | OKTA INC | OKTA | 690,334 | $56.3M | 0.38% |
| 103 | IMPINJ INC | PI | 1,022,359 | $56.3M | 0.38% |
| 104 | RED ROCK RESORTS INC | RRR | 1,354,249 | $55.5M | 0.38% |
| 105 | COOPER COS INC | 216648402 | 173,324 | $55.1M | 0.38% |
| 106 | PERMIAN RESOURCES CORP | PR | 3,921,499 | $54.7M | 0.37% |
| 107 | ZSCALER INC | ZS | 346,083 | $53.8M | 0.37% |
| 108 | ADVANCED MICRO DEVICES INC | AMD | 516,866 | $53.1M | 0.36% |
| 109 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 780,145 | $53.1M | 0.36% |
| 110 | MASIMO CORP | MASI | 603,681 | $52.9M | 0.36% |
| 111 | TRADEWEB MKTS INC | 892672106 | 656,485 | $52.7M | 0.36% |
| 112 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 646,208 | $52.6M | 0.36% |
| 113 | COSTAR GROUP INC | CSGP | 667,521 | $51.3M | 0.35% |
| 114 | VAXCYTE INC | PCVX | 1,003,916 | $51.2M | 0.35% |
| 115 | WNS HLDGS LTD | 92932M101 | 741,793 | $50.8M | 0.35% |
| 116 | HAEMONETICS CORP MASS | HAE | 559,963 | $50.2M | 0.34% |
| 117 | WASTE CONNECTIONS INC | WCN | 372,284 | $50.0M | 0.34% |
| 118 | SPIRIT RLTY CAP INC NEW | 84860W300 | 1,483,413 | $49.7M | 0.34% |
| 119 | MONGODB INC | MDB | 143,368 | $49.6M | 0.34% |
| 120 | ARISTA NETWORKS INC | ANET | 268,368 | $49.4M | 0.34% |
| 121 | BIO-TECHNE CORP | TECH | 699,662 | $47.6M | 0.32% |
| 122 | APTIV PLC | APTV | 477,636 | $47.1M | 0.32% |
| 123 | ALKERMES PLC | ALKS | 1,669,613 | $46.8M | 0.32% |
| 124 | VERTIV HOLDINGS CO | VRT | 1,249,534 | $46.5M | 0.32% |
| 125 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 425,074 | $46.4M | 0.32% |
| 126 | KINSALE CAP GROUP INC | 49714P108 | 110,862 | $45.9M | 0.31% |
| 127 | CASELLA WASTE SYS INC | CWST | 591,703 | $45.1M | 0.31% |
| 128 | DATADOG INC | DDOG | 493,343 | $44.9M | 0.31% |
| 129 | POOL CORP | POOL | 121,201 | $43.2M | 0.29% |
| 130 | PRIMERICA INC | PRI | 219,886 | $42.7M | 0.29% |
| 131 | MERITAGE HOMES CORP | MTH | 340,662 | $41.7M | 0.28% |
| 132 | DIAMONDBACK ENERGY INC | FANG | 264,791 | $41.0M | 0.28% |
| 133 | SAMSARA INC | IOT | 1,613,516 | $40.7M | 0.28% |
| 134 | AMERICOLD REALTY TRUST INC | COLD | 1,332,669 | $40.5M | 0.28% |
| 135 | NETAPP INC | NTAP | 533,589 | $40.5M | 0.28% |
| 136 | AXCELIS TECHNOLOGIES INC | ACLS | 247,928 | $40.4M | 0.28% |
| 137 | CABLE ONE INC | CABO | 65,140 | $40.1M | 0.27% |
| 138 | REPLIGEN CORP | RGEN | 244,495 | $38.9M | 0.26% |
| 139 | SHIFT4 PMTS INC | 82452J109 | 693,578 | $38.4M | 0.26% |
| 140 | PATTERSON-UTI ENERGY INC | PTEN | 2,684,388 | $37.2M | 0.25% |
| 141 | AAON INC | AAON | 639,906 | $36.4M | 0.25% |
| 142 | WINGSTOP INC | WING | 200,068 | $36.0M | 0.25% |
| 143 | WEX INC | WEX | 191,172 | $36.0M | 0.24% |
| 144 | AXALTA COATING SYS LTD | AXTA | 1,322,683 | $35.6M | 0.24% |
| 145 | FABRINET | FN | 208,550 | $34.7M | 0.24% |
| 146 | AZEK CO INC | 05478C105 | 1,168,290 | $34.7M | 0.24% |
| 147 | CHURCHILL DOWNS INC | CHDN | 297,025 | $34.5M | 0.23% |
| 148 | LIVE NATION ENTERTAINMENT IN | LYV | 412,241 | $34.2M | 0.23% |
| 149 | PURE STORAGE INC | 74624M102 | 954,503 | $34.0M | 0.23% |
| 150 | SENSATA TECHNOLOGIES HLDG PL | ST | 888,854 | $33.6M | 0.23% |
| 151 | AVIENT CORPORATION | AVNT | 949,317 | $33.5M | 0.23% |
| 152 | ESSEX PPTY TR INC | 297178105 | 149,886 | $31.8M | 0.22% |
| 153 | SENTINELONE INC | S | 1,885,443 | $31.8M | 0.22% |
| 154 | VERADIGM INC | 01988P108 | 2,401,754 | $31.6M | 0.21% |
| 155 | CALIX INC | CALX | 679,187 | $31.1M | 0.21% |
| 156 | MARQETA INC | MQ | 5,074,757 | $30.3M | 0.21% |
| 157 | HALLIBURTON CO | HAL | 748,936 | $30.3M | 0.21% |
| 158 | STEPSTONE GROUP INC | STEP | 913,069 | $28.8M | 0.20% |
| 159 | UNIVERSAL DISPLAY CORP | OLED | 177,304 | $27.8M | 0.19% |
| 160 | INNOVIVA INC | INVA | 2,045,010 | $26.6M | 0.18% |
| 161 | CHAMPIONX CORPORATION | 15872M104 | 700,453 | $25.0M | 0.17% |
| 162 | STAG INDL INC | 85254J102 | 691,212 | $23.9M | 0.16% |
| 163 | KULICKE & SOFFA INDS INC | 501242101 | 487,571 | $23.7M | 0.16% |
| 164 | SUPER MICRO COMPUTER INC | SMCI | 85,662 | $23.5M | 0.16% |
| 165 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 391,279 | $22.3M | 0.15% |
| 166 | PALOMAR HLDGS INC | PLMR | 433,346 | $22.0M | 0.15% |
| 167 | CEREVEL THERAPEUTICS HLDNG I | 15678U128 | 974,483 | $21.3M | 0.14% |
| 168 | APELLIS PHARMACEUTICALS INC | APLS | 548,870 | $20.9M | 0.14% |
| 169 | BROADCOM INC | AVGO | 24,978 | $20.7M | 0.14% |
| 170 | 89BIO INC | 282559103 | 1,311,886 | $20.3M | 0.14% |
| 171 | WESCO INTL INC | 95082P105 | 117,245 | $16.9M | 0.11% |
| 172 | CRISPR THERAPEUTICS AG | CRSP | 297,550 | $13.5M | 0.09% |
| 173 | PLEXUS CORP | PLXS | 142,815 | $13.3M | 0.09% |
| 174 | INTERNATIONAL BUSINESS MACHS | INTR | 90,209 | $12.7M | 0.09% |
| 175 | CAMTEK LTD | CAMT | 194,237 | $12.1M | 0.08% |
| 176 | THERMO FISHER SCIENTIFIC INC | TMO | 21,481 | $10.9M | 0.07% |
| 177 | ALPHABET INC | GOOG | 82,119 | $10.8M | 0.07% |
| 178 | CISCO SYS INC | CSCO | 178,499 | $9.6M | 0.07% |
| 179 | PEPSICO INC | PEP | 54,876 | $9.3M | 0.06% |
| 180 | MERCK & CO INC | MRK | 86,820 | $8.9M | 0.06% |
| 181 | CCC INTELLIGENT SOLUTIONS HL | CCC | 651,234 | $8.7M | 0.06% |
| 182 | COCA COLA CO | KO | 147,185 | $8.2M | 0.06% |
| 183 | GILEAD SCIENCES INC | GILD | 98,888 | $7.4M | 0.05% |
| 184 | ILLINOIS TOOL WKS INC | 452308109 | 30,918 | $7.1M | 0.05% |
| 185 | EQUINIX INC | EQIX | 9,703 | $7.0M | 0.05% |
| 186 | NIKE INC | NKE | 72,376 | $6.9M | 0.05% |
| 187 | NXP SEMICONDUCTORS N V | NXPI | 34,132 | $6.8M | 0.05% |
| 188 | BOX INC | BXCAP | 281,225 | $6.8M | 0.05% |
| 189 | DANAHER CORPORATION | 235851102 | 27,235 | $6.8M | 0.05% |
| 190 | ANALOG DEVICES INC | ADI | 37,700 | $6.6M | 0.04% |
| 191 | CINTAS CORP | CTAS | 13,057 | $6.3M | 0.04% |
| 192 | HERSHEY CO | HSY | 30,629 | $6.1M | 0.04% |
| 193 | CHEVRON CORP NEW | CVX | 35,560 | $6.0M | 0.04% |
| 194 | CUMMINS INC | CMI | 25,745 | $5.9M | 0.04% |
| 195 | BANK AMERICA CORP | 060505104 | 210,086 | $5.8M | 0.04% |
| 196 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 89,702 | $5.7M | 0.04% |
| 197 | MUELLER INDS INC | 624756102 | 74,142 | $5.6M | 0.04% |
| 198 | METTLER TOLEDO INTERNATIONAL | MTD | 4,926 | $5.5M | 0.04% |
| 199 | ARM HOLDINGS PLC | 042068205 | 100,850 | $5.4M | 0.04% |
| 200 | COGENT COMMUNICATIONS HLDGS | CCOI | 86,681 | $5.4M | 0.04% |
| 201 | TRACTOR SUPPLY CO | TSCO | 25,060 | $5.1M | 0.03% |
| 202 | LENNAR CORP | LEN-B | 44,412 | $5.0M | 0.03% |
| 203 | GARTNER INC | IT | 14,370 | $4.9M | 0.03% |
| 204 | CONOCOPHILLIPS | COP | 40,876 | $4.9M | 0.03% |
| 205 | MCDONALDS CORP | MCD | 18,454 | $4.9M | 0.03% |
| 206 | CME GROUP INC | CME | 23,663 | $4.7M | 0.03% |
| 207 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 3,185 | $4.4M | 0.03% |
| 208 | RAYMOND JAMES FINL INC | 754730109 | 40,095 | $4.0M | 0.03% |
| 209 | CARDINAL HEALTH INC | CAH | 41,183 | $3.6M | 0.02% |
| 210 | TIMKEN CO | TKR | 47,820 | $3.5M | 0.02% |
| 211 | FERGUSON PLC NEW | G3421J106 | 21,158 | $3.5M | 0.02% |
| 212 | AUTOMATIC DATA PROCESSING IN | ADP | 14,252 | $3.4M | 0.02% |
| 213 | HEICO CORP NEW | HEI-A | 20,130 | $2.6M | 0.02% |
| 214 | RANPAK HOLDINGS CORP | PACK | 442,450 | $2.4M | 0.02% |
| 215 | APPLIED MATLS INC | 038222105 | 12,858 | $1.8M | 0.01% |
| 216 | DOMO INC | DOMO | 167,758 | $1.6M | 0.01% |
| 217 | CHEESECAKE FACTORY INC | CAKE | 41,072 | $1.2M | 0.01% |
| 218 | CSX CORP | CSX | 28,590 | $879,143 | 0.01% |
| 219 | WILLIAMS COS INC | 969457100 | 23,330 | $785,988 | 0.01% |
| 220 | EMCOR GROUP INC | EME | 3,540 | $744,781 | 0.01% |
| 221 | SELECT SECTOR SPDR TR | 81369Y886 | 12,320 | $726,018 | 0.00% |
| 222 | TRANE TECHNOLOGIES PLC | TT | 3,559 | $722,157 | 0.00% |
| 223 | INTUIT | INTU | 1,410 | $720,425 | 0.00% |
| 224 | BOOKING HOLDINGS INC | BKNG | 210 | $647,630 | 0.00% |
| 225 | OLD DOMINION FREIGHT LINE IN | ODFL | 1,249 | $511,016 | 0.00% |
| 226 | TERRENO RLTY CORP | 88146M101 | 8,840 | $502,112 | 0.00% |
| 227 | EZCORP INC | EZPW | 59,780 | $493,185 | 0.00% |
| 228 | FLOOR & DECOR HLDGS INC | FND | 4,500 | $407,250 | 0.00% |
| 229 | NANO DIMENSION LTD | NNDM | 149,070 | $405,470 | 0.00% |
| 230 | NET POWER INC | NPWR-WT | 21,880 | $330,388 | 0.00% |
| 231 | ANTERO MIDSTREAM CORP | AM | 25,720 | $308,126 | 0.00% |
| 232 | LYFT INC | LYFT | 26,350 | $277,729 | 0.00% |
| 233 | NATIONAL STORAGE AFFILIATES | NSA-PB | 7,860 | $249,476 | 0.00% |
| 234 | HUMANA INC | HUM | 482 | $234,503 | 0.00% |