Position in TOST
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$47,476,043
+$2,437,397 QoQ
Shares Held
1,790,873
+41.2% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $1,510,266,224 across 13 Software - Infrastructure names. TOST ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,649,513 | $610,600,227 | |
| 2 | IOT |
Samsara Inc.
|
5,072,821 | $160,757,697 | |
| 3 | NET |
Cloudflare, Inc.
|
541,566 | $111,746,728 | |
| 4 | PANW |
Palo Alto Networks Inc
|
636,483 | $102,040,954 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
674,557 | $98,674,197 | |
| 6 | FFIV |
F5, Inc.
|
298,542 | $86,377,156 | |
| 7 | CALX |
Calix, Inc
|
1,546,101 | $75,743,487 | |
| 8 | ZS |
Zscaler, Inc.
|
427,919 | $60,032,756 |
All Filings in TOST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,476,043 | 1,790,873 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $45,038,646 | 1,268,337 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $37,762,475 | 1,034,305 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $70,981,545 | 1,602,654 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,628,038 | 229,968 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||