Position in PI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,764,626
-$4,323,608 QoQ
Shares Held
270,646
-1.5% QoQ
Ownership
0.886%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#26
of 315 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $3,892,895,572 across 19 Semiconductors names. PI ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,079,926 | $1,616,712,393 | |
| 2 | AVGO |
Broadcom Inc.
|
1,556,522 | $587,976,185 | |
| 3 | MU |
Micron Technology Inc
|
228,203 | $263,412,440 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
510,999 | $244,037,792 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
403,081 | $234,153,783 | |
| 6 | SMTC |
Semtech Corp
|
1,133,268 | $183,419,425 | |
| 7 | MCHP |
Microchip Technology Inc
|
1,639,111 | $149,486,923 | |
| 8 | ALAB |
Astera Labs, Inc.
|
249,299 | $120,416,402 |
All Filings in PI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,764,626 | 270,646 | Shares | Sole | 2026-08-12 | |
| 2024-06-30 | $43,088,234 | 274,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $48,236,702 | 375,646 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $55,498,183 | 616,441 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $56,260,415 | 1,022,359 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $65,434,548 | 729,889 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||