Generalist · Boston, MA
Westfield Capital Management CO LP
- Software
- $2.6B
- Weight of 13F
- 9.0%
- Names
- 17
- Vs prior quarter
- +$506M
Filed 12 August 2026.
278 positions in the whole 13F.
Software held
- MicrosoftMSFT1,414,294 shares · 20.0% of their software$528M−$83.0M
- SnowflakeSNOW1,736,498 shares · 16.8% of their software$442M+$334M
- ServiceNowNOW2,373,711 shares · 9.0% of their software$236M+$89.9M
- Palo Alto NetworksPANW658,331 shares · 8.5% of their software$225M+$122M
- CloudflareNET835,502 shares · 7.8% of their software$205M+$93.2M
- SamsaraIOT5,836,459 shares · 7.2% of their software$189M+$28.5M
- DynatraceDT4,249,229 shares · 7.1% of their software$187MFlat
- GuidewireGWRE839,337 shares · 3.9% of their software$103M+$30.5M
- JFrogFROG1,114,561 shares · 3.8% of their software$101MNew
- SynopsysSNPS226,856 shares · 3.8% of their software$101M+$48.5M
- SalesforceCRM467,006 shares · 2.8% of their software$73.2M+$22.4M
- DescartesDSGX835,437 shares · 2.2% of their software$57.8MFlat