WESTFIELD CAPITAL MANAGEMENT CO LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$20.4B
Holdings
248
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (248 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | WLYWILEY JOHN & SONS INC | 198,286 | $8.1B | 39.65% | |
| 202 | WMBWILLIAMS COS INC | 188,533 | $8.0B | 39.36% | |
| 203 | TSCOTRACTOR SUPPLY CO | 29,077 | $7.8B | 38.57% | |
| 204 | PFEPFIZER INC | 275,178 | $7.7B | 37.83% | |
| 205 | TJXTJX COS INC NEW | 69,199 | $7.6B | 37.43% | |
| 206 | NEENEXTERA ENERGY INC | 106,850 | $7.6B | 37.17% | |
| 207 | HSYHERSHEY CO | 40,657 | $7.5B | 36.72% | |
| 208 | FITBFIFTH THIRD BANCORP | 198,967 | $7.3B | 35.67% | |
| 209 | ITGARTNER INC | 14,370 | $6.5B | 31.70% | |
| 210 | FCXFREEPORT-MCMORAN INC | 132,698 | $6.4B | 31.68% | |
| 211 | FERGFERGUSON PLC NEW | 30,824 | $6.0B | 29.33% | |
| 212 | SNYSANOFI | 117,904 | $5.7B | 28.10% | |
| 213 | DHRDANAHER CORPORATION | 21,995 | $5.5B | 27.00% | |
| 214 | COPCONOCOPHILLIPS | 47,462 | $5.4B | 26.67% | |
| 215 | CMICUMMINS INC | 19,098 | $5.3B | 25.98% | |
| 216 | FISFIDELITY NATL INFORMATION SV | 70,177 | $5.3B | 25.98% | |
| 217 | RJFRAYMOND JAMES FINL INC | 40,095 | $5.0B | 24.35% | |
| 218 | TKRTIMKEN CO | 47,820 | $3.8B | 18.82% | |
| 219 | HEIHEICO CORP NEW | 20,130 | $3.6B | 17.55% | |
| 220 | MKSIMKS INSTRS INC | 24,100 | $3.1B | 15.46% | |
| 221 | ITWILLINOIS TOOL WKS INC | 12,733 | $3.0B | 14.82% | |
| 222 | PACKRANPAK HOLDINGS CORP | 371,198 | $2.4B | 11.72% | |
| 223 | —MURAL ONCOLOGY PUB LTD CO | 743,495 | $2.3B | 11.47% | |
| 224 | AMATAPPLIED MATLS INC | 9,748 | $2.3B | 11.30% | |
| 225 | FIVEFIVE BELOW INC | 18,330 | $2.0B | 9.81% | |
| 226 | TTTRANE TECHNOLOGIES PLC | 3,559 | $1.2B | 5.75% | |
| 227 | BLDRBUILDERS FIRSTSOURCE INC | 7,920 | $1.1B | 5.38% | |
| 228 | CAMTCAMTEK LTD | 7,810 | $978.0M | 4.81% | |
| 229 | CSXCSX CORP | 28,590 | $956.0M | 4.70% | |
| 230 | INTUINTUIT | 1,410 | $926.0M | 4.55% | |
| 231 | AAONAAON INC | 9,630 | $840.0M | 4.13% | |
| 232 | BKNGBOOKING HOLDINGS INC | 210 | $831.0M | 4.08% | |
| 233 | SMCIUSDSUPER MICRO COMPUTER INC | 928 | $760.0M | 3.73% | |
| 234 | ELVELEVANCE HEALTH INC | 1,230 | $666.0M | 3.27% | |
| 235 | TRNOTERRENO RLTY CORP | 8,840 | $523.0M | 2.57% | |
| 236 | MAXMEDIAALPHA INC | 33,800 | $445.0M | 2.19% | |
| 237 | ODFLOLD DOMINION FREIGHT LINE IN | 2,498 | $441.0M | 2.17% | |
| 238 | MIGAMICROSTRATEGY INC | 266 | $366.0M | 1.80% | |
| 239 | RPAYREPAY HLDGS CORP | 33,940 | $358.0M | 1.76% | |
| 240 | XYZBLOCK INC | 5,390 | $347.0M | 1.70% | |
| 241 | ELFE L F BEAUTY INC | 1,650 | $347.0M | 1.70% | |
| 242 | MCYMERCURY GENL CORP NEW | 6,350 | $337.0M | 1.66% | |
| 243 | NNDMNANO DIMENSION LTD | 149,070 | $327.0M | 1.61% | |
| 244 | NSANATIONAL STORAGE AFFILIATES | 7,860 | $323.0M | 1.59% | |
| 245 | IWPISHARES TR | 2,418 | $266.0M | 1.31% | |
| 246 | MTDMETTLER TOLEDO INTERNATIONAL | 185 | $258.0M | 1.27% | |
| 247 | VRTXVERTEX PHARMACEUTICALS INC | 544 | $254.0M | 1.25% | |
| 248 | LULULULULEMON ATHLETICA INC | 706 | $210.0M | 1.03% |
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