OSTERWEIS CAPITAL MANAGEMENT INC Diversified Active

Location: San Francisco, CA

CIK: 0001007524 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value: $1.231B (75.8% shares, 24.2% debt)

Holdings (108)

ALLSCRIPTS HEALTHCARE SOLUTN 4.5%
Value $55.52M Shares 57,642,000 Est. Cost Unrealized
GOOG ALPHABET INC 4.2%
Value $52.15M Shares 44,852 Est. Cost Unrealized
MSFT MICROSOFT CORP 4.1%
Value $50.6M Shares 320,856 Est. Cost Unrealized
DLR DIGITAL RLTY TR INC 3.3%
Value $40.85M Shares 294,103 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC N 2.7%
Value $33.36M Shares 76,460 Est. Cost Unrealized
DHR DANAHER CORPORATION 2.7%
Value $33.05M Shares 238,801 Est. Cost Unrealized
V VISA INC 2.5%
Value $30.98M Shares 192,283 Est. Cost Unrealized
FIREEYE INC 2.5%
Value $30.71M Shares 31,309,000 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 2.3%
Value $28.87M Shares 119,990 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 2.2%
Value $27.58M Shares 606,358 Est. Cost Unrealized
PGR PROGRESSIVE CORP OHIO 2.2%
Value $27.21M Shares 368,556 Est. Cost Unrealized
HORIZON GLOBAL CORP 2.2%
Value $27.05M Shares 34,517,000 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 2.1%
Value $26.28M Shares 339,151 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 2.1%
Value $25.63M Shares 195,450 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 2.0%
Value $24.83M Shares 164,425 Est. Cost Unrealized
CCI CROWN CASTLE INTL CORP NEW 2.0%
Value $24.09M Shares 166,860 Est. Cost Unrealized
NVS NOVARTIS A G 1.9%
Value $23.97M Shares 290,724 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value $23.95M Shares 130,972 Est. Cost Unrealized
AMAT APPLIED MATLS INC 1.9%
Value $23.88M Shares 521,146 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 1.8%
Value $22.6M Shares 125,450 Est. Cost Unrealized
ZENDESK INC 1.8%
Value $21.85M Shares 341,400 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 1.6%
Value $20.29M Shares 88,311 Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 1.6%
Value $20.1M Shares 168,149 Est. Cost Unrealized
TFX TELEFLEX INCORPORATED 1.6%
Value $20.02M Shares 68,371 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 1.6%
Value $19.33M Shares 459,497 Est. Cost Unrealized
TUTOR PERINI CORP 1.6%
Value $19.26M Shares 20,840,000 Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 1.6%
Value $19.16M Shares 145,972 Est. Cost Unrealized
CREE INC 1.5%
Value $19.02M Shares 20,759,000 Est. Cost Unrealized
GFL ENVIRONMENTAL INC 1.5%
Value $18.32M Shares 400,000 Est. Cost Unrealized
OSI SYSTEMS INC 1.5%
Value $18.1M Shares 19,530,000 Est. Cost Unrealized
NEWPARK RES INC 1.5%
Value $17.88M Shares 23,991,000 Est. Cost Unrealized
FIREEYE INC 1.4%
Value $17.12M Shares 1,618,346 Est. Cost Unrealized
MPWR MONOLITHIC PWR SYS INC 1.4%
Value $17.11M Shares 102,189 Est. Cost Unrealized
ROST ROSS STORES INC 1.3%
Value $16.46M Shares 189,251 Est. Cost Unrealized
HOLX HOLOGIC INC 1.3%
Value $16.03M Shares 456,784 Est. Cost Unrealized
SNPS SYNOPSYS INC 1.2%
Value $15.34M Shares 119,095 Est. Cost Unrealized
SYY SYSCO CORP 1.2%
Value $15.27M Shares 334,529 Est. Cost Unrealized
EZCORP INC 1.1%
Value $13.15M Shares 16,835,000 Est. Cost Unrealized
UNP UNION PAC CORP 1.1%
Value $13.1M Shares 92,894 Est. Cost Unrealized
DYCOM INDS INC 1.0%
Value $12.1M Shares 14,250,000 Est. Cost Unrealized
NEKTAR THERAPEUTICS 1.0%
Value $12.07M Shares 676,496 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 0.9%
Value $10.96M Shares 54,889 Est. Cost Unrealized
SQUARE INC 0.8%
Value $10.36M Shares 10,000,000 Est. Cost Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.8%
Value $9.856M Shares 119,787 Est. Cost Unrealized
HD HOME DEPOT INC 0.8%
Value $9.403M Shares 50,365 Est. Cost Unrealized
HANNON ARMSTRONG SUST INFR C 0.7%
Value $8.478M Shares 8,912,000 Est. Cost Unrealized
CONMED CORP 0.7%
Value $8.311M Shares 8,930,000 Est. Cost Unrealized
EURONET WORLDWIDE INC 0.7%
Value $8.264M Shares 9,050,000 Est. Cost Unrealized
INPHI CORP 0.6%
Value $7.929M Shares 100,155 Est. Cost Unrealized
FIVN FIVE9 INC 0.6%
Value $7.726M Shares 101,040 Est. Cost Unrealized
EZCORP INC 0.6%
Value $7.502M Shares 10,000,000 Est. Cost Unrealized
ALTAIR ENGR INC 0.6%
Value $7.402M Shares 8,500,000 Est. Cost Unrealized
UNISYS CORP 0.6%
Value $7.248M Shares 5,126,000 Est. Cost Unrealized
KOD KODIAK SCIENCES INC 0.5%
Value $6.333M Shares 132,768 Est. Cost Unrealized
AVALARA INC 0.5%
Value $5.785M Shares 77,550 Est. Cost Unrealized
CASH META FINL GROUP INC 0.4%
Value $5.497M Shares 253,100 Est. Cost Unrealized
RAMBUS INC DEL 0.4%
Value $4.85M Shares 5,000,000 Est. Cost Unrealized
ALTERYX INC 0.4%
Value $4.84M Shares 50,860 Est. Cost Unrealized
LIVONGO HEALTH INC 0.4%
Value $4.688M Shares 164,303 Est. Cost Unrealized
PODD INSULET CORP 0.4%
Value $4.622M Shares 27,900 Est. Cost Unrealized
EHTH EHEALTH INC 0.4%
Value $4.393M Shares 31,195 Est. Cost Unrealized
AXONICS MODULATION TECHNOLOG 0.4%
Value $4.335M Shares 170,585 Est. Cost Unrealized
PLNT PLANET FITNESS INC 0.3%
Value $4.252M Shares 87,320 Est. Cost Unrealized
TECH BIO-TECHNE CORP 0.3%
Value $4.033M Shares 21,270 Est. Cost Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.3%
Value $3.623M Shares 261,765 Est. Cost Unrealized
CHGG CHEGG INC 0.3%
Value $3.569M Shares 99,755 Est. Cost Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.3%
Value $3.545M Shares 118,421 Est. Cost Unrealized
PCTY PAYLOCITY HLDG CORP 0.3%
Value $3.442M Shares 38,975 Est. Cost Unrealized
REVANCE THERAPEUTICS INC 0.3%
Value $3.428M Shares 231,610 Est. Cost Unrealized
LLY LILLY ELI & CO 0.3%
Value $3.312M Shares 23,875 Est. Cost Unrealized
GOOGL ALPHABET INC 0.3%
Value $3.168M Shares 2,726 Est. Cost Unrealized
GH GUARDANT HEALTH INC 0.3%
Value $3.147M Shares 45,220 Est. Cost Unrealized
WING WINGSTOP INC 0.3%
Value $3.097M Shares 38,855 Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW 0.2%
Value $3.004M Shares 38,950 Est. Cost Unrealized
INSP INSPIRE MED SYS INC 0.2%
Value $2.939M Shares 48,755 Est. Cost Unrealized
TREX TREX CO INC 0.2%
Value $2.732M Shares 34,090 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $2.716M Shares 24,687 Est. Cost Unrealized
SMARTSHEET INC 0.2%
Value $2.633M Shares 63,440 Est. Cost Unrealized
ENPH ENPHASE ENERGY INC 0.2%
Value $2.593M Shares 80,305 Est. Cost Unrealized
TDOC TELADOC HEALTH INC 0.2%
Value $2.458M Shares 15,855 Est. Cost Unrealized
PATRICK INDS INC 0.2%
Value $2.293M Shares 2,900,000 Est. Cost Unrealized
FOLD AMICUS THERAPEUTICS INC 0.2%
Value $2.227M Shares 241,002 Est. Cost Unrealized
AAPL APPLE INC 0.2%
Value $2.166M Shares 8,520 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $2.082M Shares 37,385 Est. Cost Unrealized
ETSY ETSY INC 0.2%
Value $1.985M Shares 51,630 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.904M Shares 7 Est. Cost Unrealized
ENVESTNET INC 0.1%
Value $1.658M Shares 30,825 Est. Cost Unrealized
DIAMOND EAGLE ACQUISITION CO 0.1%
Value $1.611M Shares 130,550 Est. Cost Unrealized
RPD RAPID7 INC 0.1%
Value $1.512M Shares 34,885 Est. Cost Unrealized
BAND BANDWIDTH INC 0.1%
Value $1.294M Shares 19,235 Est. Cost Unrealized
EVER EVERQUOTE INC 0.1%
Value $1.231M Shares 46,910 Est. Cost Unrealized
FND FLOOR & DECOR HLDGS INC 0.1%
Value $1.169M Shares 36,430 Est. Cost Unrealized
PGNY PROGYNY INC 0.1%
Value $1.168M Shares 55,110 Est. Cost Unrealized
BILL BILL COM HLDGS INC 0.1%
Value $1.109M Shares 32,430 Est. Cost Unrealized
ENVA ENOVA INTL INC 0.1%
Value $1.039M Shares 71,725 Est. Cost Unrealized
MRK MERCK & CO. INC 0.1%
Value $921K Shares 11,969 Est. Cost Unrealized
JAZZ INVESTMENTS I LTD 0.1%
Value $878K Shares 1,000,000 Est. Cost Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value $697K Shares 34,155 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $645K Shares 16,969 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $644K Shares 45,051 Est. Cost Unrealized
HYS PIMCO ETF TR 0.0%
Value $533K Shares 6,215 Est. Cost Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $425K Shares 9,278 Est. Cost Unrealized
ISTB ISHARES TR 0.0%
Value $316K Shares 6,260 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $282K Shares 9,814 Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $262K Shares 822 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.0%
Value $258K Shares 3,552 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $251K Shares 4,497 Est. Cost Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value $206K Shares 3,939 Est. Cost Unrealized