OSTERWEIS CAPITAL MANAGEMENT INC Diversified Active

Location: San Francisco, CA

CIK: 0001007524 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value: $1.935B (79.0% shares, 21.0% debt)

Holdings (195)

MSFT MICROSOFT CORP 5.8%
Value $112M Shares 251,027 Est. Cost Unrealized
GOOG ALPHABET INC 4.7%
Value $90.34M Shares 492,548 Est. Cost Unrealized
BIOMARIN PHARMACEUTICAL INC 4.2%
Value $81.69M Shares 82,159,000 Est. Cost Unrealized
JAZZ INVESTMENTS I LTD 3.6%
Value $70.16M Shares 70,510,000 Est. Cost Unrealized
PEGASYSTEMS INC 3.5%
Value $67.62M Shares 70,000,000 Est. Cost Unrealized
AMZN AMAZON COM INC 3.3%
Value $63.42M Shares 328,168 Est. Cost Unrealized
BLACKLINE INC 2.7%
Value $52.42M Shares 52,581,000 Est. Cost Unrealized
ADI ANALOG DEVICES INC 2.2%
Value $43.35M Shares 189,921 Est. Cost Unrealized
TGT TARGET CORP 2.1%
Value $40.37M Shares 272,723 Est. Cost Unrealized
ADBE ADOBE INC 2.0%
Value $39.45M Shares 71,015 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 2.0%
Value $39.17M Shares 223,384 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 2.0%
Value $39.1M Shares 167,309 Est. Cost Unrealized
ROST ROSS STORES INC 2.0%
Value $37.97M Shares 261,317 Est. Cost Unrealized
V VISA INC 1.9%
Value $37.51M Shares 142,923 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 1.9%
Value $36.13M Shares 140,020 Est. Cost Unrealized
PGR PROGRESSIVE CORP 1.8%
Value $35.78M Shares 172,264 Est. Cost Unrealized
EGP EASTGROUP PPTYS INC 1.8%
Value $34.76M Shares 204,378 Est. Cost Unrealized
BRO BROWN & BROWN INC 1.8%
Value $34.07M Shares 381,051 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 1.7%
Value $33.47M Shares 206,350 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 1.7%
Value $33.38M Shares 148,643 Est. Cost Unrealized
LAMR LAMAR ADVERTISING CO NEW 1.6%
Value $31.13M Shares 260,449 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 1.6%
Value $30.68M Shares 398,343 Est. Cost Unrealized
AVGO BROADCOM INC 1.6%
Value $30.14M Shares 18,772 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value $30.02M Shares 54,285 Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 1.5%
Value $29M Shares 212,051 Est. Cost Unrealized
AZO AUTOZONE INC 1.5%
Value $28.27M Shares 9,538 Est. Cost Unrealized
AMAT APPLIED MATLS INC 1.4%
Value $27.87M Shares 118,084 Est. Cost Unrealized
LENDINGTREE INC 1.3%
Value $26.09M Shares 28,017,000 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 1.3%
Value $26.05M Shares 51,154 Est. Cost Unrealized
DHR DANAHER CORPORATION 1.3%
Value $24.83M Shares 99,386 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 1.2%
Value $23.64M Shares 179,752 Est. Cost Unrealized
AME AMETEK INC 1.2%
Value $23.47M Shares 140,807 Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 1.2%
Value $22.94M Shares 129,881 Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC 1.1%
Value $21.44M Shares 165,420 Est. Cost Unrealized
UNP UNION PAC CORP 1.1%
Value $21.09M Shares 93,229 Est. Cost Unrealized
HAEMONETICS CORP MASS 0.8%
Value $16.23M Shares 18,000,000 Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW 0.7%
Value $14.42M Shares 94,628 Est. Cost Unrealized
SKECHERS U S A INC 0.7%
Value $14.02M Shares 202,800 Est. Cost Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.7%
Value $13.27M Shares 96,260 Est. Cost Unrealized
SNPS SYNOPSYS INC 0.7%
Value $12.89M Shares 21,654 Est. Cost Unrealized
META META PLATFORMS INC 0.7%
Value $12.78M Shares 25,346 Est. Cost Unrealized
EZCORP INC 0.6%
Value $12.43M Shares 12,750,000 Est. Cost Unrealized
TECH BIO-TECHNE CORP 0.6%
Value $12.36M Shares 172,513 Est. Cost Unrealized
ELF E L F BEAUTY INC 0.6%
Value $12.13M Shares 57,574 Est. Cost Unrealized
DUOL DUOLINGO INC 0.6%
Value $11.98M Shares 57,434 Est. Cost Unrealized
ENSG ENSIGN GROUP INC 0.6%
Value $11.9M Shares 96,185 Est. Cost Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.6%
Value $11.82M Shares 106,080 Est. Cost Unrealized
IOSP INNOSPEC INC 0.6%
Value $11.69M Shares 94,595 Est. Cost Unrealized
KBR KBR INC 0.6%
Value $11.59M Shares 180,675 Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.6%
Value $11.43M Shares 86,435 Est. Cost Unrealized
AGYS AGILYSYS INC 0.6%
Value $10.69M Shares 102,655 Est. Cost Unrealized
PRCT PROCEPT BIOROBOTICS CORP 0.5%
Value $10.53M Shares 172,345 Est. Cost Unrealized
LLY ELI LILLY & CO 0.5%
Value $10.4M Shares 11,485 Est. Cost Unrealized
CVCO CAVCO INDS INC DEL 0.5%
Value $10.13M Shares 29,272 Est. Cost Unrealized
MOD MODINE MFG CO 0.5%
Value $9.972M Shares 99,530 Est. Cost Unrealized
SG SWEETGREEN INC 0.5%
Value $9.778M Shares 324,410 Est. Cost Unrealized
ONTO ONTO INNOVATION INC 0.5%
Value $9.595M Shares 43,702 Est. Cost Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.5%
Value $9.514M Shares 375,465 Est. Cost Unrealized
JAMF HLDG CORP 0.5%
Value $9.398M Shares 10,600,000 Est. Cost Unrealized
NTRA NATERA INC 0.5%
Value $9.185M Shares 84,820 Est. Cost Unrealized
JOHN BEAN TECHNOLOGIES CORP 0.5%
Value $8.93M Shares 9,700,000 Est. Cost Unrealized
VRRM VERRA MOBILITY CORP 0.5%
Value $8.775M Shares 322,595 Est. Cost Unrealized
NVS NOVARTIS AG 0.4%
Value $8.643M Shares 81,189 Est. Cost Unrealized
UFPT UFP TECHNOLOGIES INC 0.4%
Value $8.614M Shares 32,646 Est. Cost Unrealized
TMDX TRANSMEDICS GROUP INC 0.4%
Value $8.546M Shares 56,740 Est. Cost Unrealized
FWRG FIRST WATCH RESTAURANT GROUP 0.4%
Value $8.527M Shares 485,565 Est. Cost Unrealized
SOUTHWEST AIRLS CO 0.4%
Value $7.912M Shares 7,875,000 Est. Cost Unrealized
TYLER TEX INDPT SCH DIST 0.4%
Value $7.7M Shares 7,000,000 Est. Cost Unrealized
AXON AXON ENTERPRISE INC 0.4%
Value $7.657M Shares 26,024 Est. Cost Unrealized
PATRICK INDS INC 0.4%
Value $7.59M Shares 6,250,000 Est. Cost Unrealized
AAPL APPLE INC 0.4%
Value $7.108M Shares 33,749 Est. Cost Unrealized
RXST RXSIGHT INC 0.4%
Value $7.036M Shares 116,940 Est. Cost Unrealized
MANH MANHATTAN ASSOCIATES INC 0.4%
Value $6.856M Shares 27,793 Est. Cost Unrealized
FOLD AMICUS THERAPEUTICS INC 0.4%
Value $6.839M Shares 689,425 Est. Cost Unrealized
JAZZ INVESTMENTS I LTD 0.3%
Value $6.75M Shares 7,000,000 Est. Cost Unrealized
ETSY INC 0.3%
Value $6.114M Shares 7,750,000 Est. Cost Unrealized
FORD MTR CO DEL 0.3%
Value $6.081M Shares 6,000,000 Est. Cost Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.3%
Value $5.996M Shares 112,600 Est. Cost Unrealized
PGNY PROGYNY INC 0.3%
Value $5.956M Shares 208,180 Est. Cost Unrealized
ACMR ACM RESH INC 0.3%
Value $5.428M Shares 235,401 Est. Cost Unrealized
LNTH LANTHEUS HLDGS INC 0.3%
Value $5.11M Shares 63,650 Est. Cost Unrealized
SPSC SPS COMM INC 0.3%
Value $5.095M Shares 27,079 Est. Cost Unrealized
CWAN CLEARWATER ANALYTICS HLDGS I 0.2%
Value $4.73M Shares 255,390 Est. Cost Unrealized
RGEN REPLIGEN CORP 0.2%
Value $4.543M Shares 36,035 Est. Cost Unrealized
VKTX VIKING THERAPEUTICS INC 0.2%
Value $4.445M Shares 83,855 Est. Cost Unrealized
ADSK AUTODESK INC 0.2%
Value $3.974M Shares 16,060 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $3.258M Shares 19,757 Est. Cost Unrealized
BOOT BOOT BARN HLDGS INC 0.2%
Value $3.067M Shares 23,785 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $3.061M Shares 5 Est. Cost Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value $3.022M Shares 48,062 Est. Cost Unrealized
FICO FAIR ISAAC CORP 0.1%
Value $2.68M Shares 1,800 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $2.587M Shares 89,280 Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value $2.524M Shares 5,047 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $1.733M Shares 8,071 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.613M Shares 9,325 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $1.539M Shares 3,782 Est. Cost Unrealized
IGM ISHARES TR 0.1%
Value $1.486M Shares 15,757 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value $1.466M Shares 11,865 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.218M Shares 10,577 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $1.122M Shares 3,260 Est. Cost Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value $1.104M Shares 4,055 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $1.088M Shares 7,447 Est. Cost Unrealized
CATX PERSPECTIVE THERAPEUTICS INC 0.0%
Value $910K Shares 91,293 Est. Cost Unrealized
WDAY WORKDAY INC 0.0%
Value $894K Shares 4,000 Est. Cost Unrealized
GOOGL ALPHABET INC 0.0%
Value $877K Shares 4,817 Est. Cost Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $790K Shares 10,147 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $774K Shares 3,421 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $762K Shares 897 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $755K Shares 4,401 Est. Cost Unrealized
CRM SALESFORCE INC 0.0%
Value $693K Shares 2,695 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $618K Shares 24,400 Est. Cost Unrealized
MRK MERCK & CO INC 0.0%
Value $595K Shares 4,803 Est. Cost Unrealized
HYS PIMCO ETF TR 0.0%
Value $498K Shares 5,370 Est. Cost Unrealized
ISTB ISHARES TR 0.0%
Value $426K Shares 9,000 Est. Cost Unrealized
NOBL PROSHARES TR 0.0%
Value $426K Shares 4,427 Est. Cost Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $405K Shares 2,399 Est. Cost Unrealized
ABT ABBOTT LABS 0.0%
Value $394K Shares 3,790 Est. Cost Unrealized
DIS DISNEY WALT CO 0.0%
Value $351K Shares 3,540 Est. Cost Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $340K Shares 1,800 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value $297K Shares 1,500 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.0%
Value $296K Shares 1,890 Est. Cost Unrealized
AKOYA BIOSCIENCES INC 0.0%
Value $295K Shares 126,131 Est. Cost Unrealized
CR CRANE COMPANY 0.0%
Value $290K Shares 2,000 Est. Cost Unrealized
WRB BERKLEY W R CORP 0.0%
Value $277K Shares 3,527 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $261K Shares 1,845 Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $260K Shares 1,715 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $246K Shares 4,141 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $234K Shares 1,569 Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $230K Shares 614 Est. Cost Unrealized
TKNO ALPHA TEKNOVA INC 0.0%
Value $213K Shares 155,170 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $202K Shares 1,224 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $199K Shares 858 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $196K Shares 757 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $175K Shares 821 Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $161K Shares 2,671 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $161K Shares 360 Est. Cost Unrealized
HEI HEICO CORP NEW 0.0%
Value $150K Shares 671 Est. Cost Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value $148K Shares 7,675 Est. Cost Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value $147K Shares 1,500 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $147K Shares 3,531 Est. Cost Unrealized
BA BOEING CO 0.0%
Value $145K Shares 796 Est. Cost Unrealized
KVUE KENVUE INC 0.0%
Value $142K Shares 7,815 Est. Cost Unrealized
INTEGRAL AD SCIENCE HLDNG CO 0.0%
Value $139K Shares 14,285 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $138K Shares 253 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $129K Shares 164 Est. Cost Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value $128K Shares 900 Est. Cost Unrealized
FAST FASTENAL CO 0.0%
Value $124K Shares 1,979 Est. Cost Unrealized
CXT CRANE NXT CO 0.0%
Value $123K Shares 2,000 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $114K Shares 1,133 Est. Cost Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value $109K Shares 1,986 Est. Cost Unrealized
RS RELIANCE INC 0.0%
Value $107K Shares 374 Est. Cost Unrealized
O REALTY INCOME CORP 0.0%
Value $106K Shares 2,000 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $99,359 Shares 318 Est. Cost Unrealized
PLD PROLOGIS INC. 0.0%
Value $91,308 Shares 813 Est. Cost Unrealized
NFGC NEW FOUND GOLD CORP 0.0%
Value $88,438 Shares 31,250 Est. Cost Unrealized
LYFT LYFT INC 0.0%
Value $85,996 Shares 6,099 Est. Cost Unrealized
IVV ISHARES TR 0.0%
Value $83,179 Shares 152 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $78,738 Shares 177 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value $77,664 Shares 679 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $75,964 Shares 1,842 Est. Cost Unrealized
ATR APTARGROUP INC 0.0%
Value $71,813 Shares 510 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $71,622 Shares 920 Est. Cost Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value $70,744 Shares 2,390 Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $69,880 Shares 50 Est. Cost Unrealized
IDXX IDEXX LABS INC 0.0%
Value $69,670 Shares 143 Est. Cost Unrealized
ENVA ENOVA INTL INC 0.0%
Value $68,475 Shares 1,100 Est. Cost Unrealized
NFLX NETFLIX INC 0.0%
Value $67,488 Shares 100 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value $66,060 Shares 600 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $60,754 Shares 779 Est. Cost Unrealized
BOH BANK HAWAII CORP 0.0%
Value $57,210 Shares 1,000 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $57,051 Shares 587 Est. Cost Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $56,677 Shares 4,686 Est. Cost Unrealized
ECL ECOLAB INC 0.0%
Value $55,930 Shares 235 Est. Cost Unrealized
USB US BANCORP DEL 0.0%
Value $51,967 Shares 1,309 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $50,942 Shares 211 Est. Cost Unrealized
EFX EQUIFAX INC 0.0%
Value $50,917 Shares 210 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $42,668 Shares 200 Est. Cost Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $40,642 Shares 206 Est. Cost Unrealized
TTD THE TRADE DESK INC 0.0%
Value $40,142 Shares 411 Est. Cost Unrealized
AVTR AVANTOR INC 0.0%
Value $39,983 Shares 1,886 Est. Cost Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value $39,000 Shares 5,000 Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $31,540 Shares 500 Est. Cost Unrealized
NKE NIKE INC 0.0%
Value $30,148 Shares 400 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $24,065 Shares 250 Est. Cost Unrealized
MCD MCDONALDS CORP 0.0%
Value $23,700 Shares 93 Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $21,121 Shares 20 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $17,298 Shares 238 Est. Cost Unrealized
WMT WALMART INC 0.0%
Value $14,219 Shares 210 Est. Cost Unrealized
CPRT COPART INC 0.0%
Value $14,082 Shares 260 Est. Cost Unrealized
POOL POOL CORP 0.0%
Value $12,601 Shares 41 Est. Cost Unrealized
PLSE PULSE BIOSCIENCES INC 0.0%
Value $11,190 Shares 1,000 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $10,693 Shares 168 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $9,998 Shares 745 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $8,072 Shares 114 Est. Cost Unrealized
VMC VULCAN MATLS CO 0.0%
Value $4,974 Shares 20 Est. Cost Unrealized