OSTERWEIS CAPITAL MANAGEMENT INC Diversified Active

Location: San Francisco, CA

CIK: 0001007524 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jun 5, 2025

Total Value: $2.149B (76.1% shares, 23.9% debt)

Holdings (196)

GOOG ALPHABET INC 4.3%
Value $92.66M Shares 486,569 Est. Cost Unrealized
MSFT MICROSOFT CORP 4.2%
Value $90.75M Shares 215,300 Est. Cost Unrealized
AMZN AMAZON COM INC 3.5%
Value $75.85M Shares 345,741 Est. Cost Unrealized
PEGASYSTEMS INC 3.4%
Value $74.09M Shares 74,500,000 Est. Cost Unrealized
LYFT INC 3.4%
Value $72.55M Shares 73,131,000 Est. Cost Unrealized
AIRBNB INC 3.1%
Value $66.54M Shares 70,750,000 Est. Cost Unrealized
WIX COM LTD 2.3%
Value $50.36M Shares 51,943,000 Est. Cost Unrealized
V VISA INC 2.2%
Value $46.36M Shares 146,692 Est. Cost Unrealized
HAEMONETICS CORP MASS 2.1%
Value $45.96M Shares 48,570,000 Est. Cost Unrealized
AVGO BROADCOM INC 2.0%
Value $43.87M Shares 189,226 Est. Cost Unrealized
ROST ROSS STORES INC 2.0%
Value $42.14M Shares 278,567 Est. Cost Unrealized
CRM SALESFORCE INC 1.8%
Value $39.03M Shares 116,734 Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 1.8%
Value $38.03M Shares 236,736 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value $37.84M Shares 281,781 Est. Cost Unrealized
AZO AUTOZONE INC 1.7%
Value $37.17M Shares 11,608 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 1.7%
Value $36.91M Shares 215,103 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 1.6%
Value $34.89M Shares 120,307 Est. Cost Unrealized
PGR PROGRESSIVE CORP 1.6%
Value $34.75M Shares 145,016 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 1.6%
Value $34.49M Shares 68,173 Est. Cost Unrealized
EGP EASTGROUP PPTYS INC 1.6%
Value $33.67M Shares 209,820 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value $33.44M Shares 64,286 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO. 1.5%
Value $33.09M Shares 138,025 Est. Cost Unrealized
LENDINGTREE INC 1.5%
Value $31.69M Shares 33,017,000 Est. Cost Unrealized
BRO BROWN & BROWN INC 1.5%
Value $31.51M Shares 308,876 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 1.4%
Value $29.6M Shares 331,412 Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 1.3%
Value $28.51M Shares 161,608 Est. Cost Unrealized
PACIRA BIOSCIENCES INC 1.3%
Value $27.74M Shares 28,560,000 Est. Cost Unrealized
HSY HERSHEY CO 1.3%
Value $27.04M Shares 159,688 Est. Cost Unrealized
INTU INTUIT 1.3%
Value $27.01M Shares 42,977 Est. Cost Unrealized
ADI ANALOG DEVICES INC 1.3%
Value $26.92M Shares 126,691 Est. Cost Unrealized
AME AMETEK INC 1.2%
Value $25.87M Shares 143,517 Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 1.2%
Value $25.28M Shares 203,066 Est. Cost Unrealized
LAMR LAMAR ADVERTISING CO NEW 1.1%
Value $24.48M Shares 201,054 Est. Cost Unrealized
DHR DANAHER CORPORATION 1.1%
Value $23.42M Shares 102,041 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 1.1%
Value $22.71M Shares 108,016 Est. Cost Unrealized
DE DEERE & CO 1.0%
Value $22.13M Shares 52,241 Est. Cost Unrealized
EZCORP INC 1.0%
Value $21.53M Shares 21,530,000 Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW 1.0%
Value $20.84M Shares 115,138 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 1.0%
Value $20.66M Shares 91,050 Est. Cost Unrealized
AGYS AGILYSYS INC 0.9%
Value $20.11M Shares 152,655 Est. Cost Unrealized
NVO NOVO-NORDISK A S 0.9%
Value $19.58M Shares 227,619 Est. Cost Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.8%
Value $18M Shares 106,747 Est. Cost Unrealized
FRPT FRESHPET INC 0.8%
Value $17.76M Shares 119,900 Est. Cost Unrealized
TECH BIO-TECHNE CORP 0.8%
Value $17.7M Shares 245,731 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.8%
Value $17.3M Shares 143,204 Est. Cost Unrealized
CVCO CAVCO INDS INC DEL 0.8%
Value $17.18M Shares 38,501 Est. Cost Unrealized
ELF E L F BEAUTY INC 0.7%
Value $16.05M Shares 127,839 Est. Cost Unrealized
MOD MODINE MFG CO 0.7%
Value $15.5M Shares 133,727 Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.7%
Value $15.3M Shares 98,695 Est. Cost Unrealized
CABLE ONE INC 0.7%
Value $14.93M Shares 16,000,000 Est. Cost Unrealized
META META PLATFORMS INC 0.7%
Value $14.84M Shares 25,346 Est. Cost Unrealized
BA BOEING CO 0.7%
Value $14.75M Shares 83,359 Est. Cost Unrealized
KVYO KLAVIYO INC 0.6%
Value $13.76M Shares 333,543 Est. Cost Unrealized
CNMD CONMED CORP 0.6%
Value $12.8M Shares 186,970 Est. Cost Unrealized
AAPL APPLE INC 0.6%
Value $11.92M Shares 47,608 Est. Cost Unrealized
SKECHERS U S A INC 0.5%
Value $11.77M Shares 174,975 Est. Cost Unrealized
ACVA ACV AUCTIONS INC 0.5%
Value $11.64M Shares 538,910 Est. Cost Unrealized
BOOT BOOT BARN HLDGS INC 0.5%
Value $11.59M Shares 76,315 Est. Cost Unrealized
ALARM COM HLDGS INC 0.5%
Value $11.38M Shares 12,000,000 Est. Cost Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.5%
Value $11.23M Shares 480,512 Est. Cost Unrealized
AXON AXON ENTERPRISE INC 0.5%
Value $11.13M Shares 18,721 Est. Cost Unrealized
S SENTINELONE INC 0.5%
Value $10.91M Shares 491,597 Est. Cost Unrealized
NTRA NATERA INC 0.5%
Value $10.66M Shares 67,315 Est. Cost Unrealized
JAMF HLDG CORP 0.5%
Value $10.63M Shares 11,600,000 Est. Cost Unrealized
WEAV WEAVE COMMUNICATIONS INC 0.5%
Value $10.27M Shares 645,240 Est. Cost Unrealized
SG SWEETGREEN INC 0.5%
Value $10.13M Shares 315,895 Est. Cost Unrealized
RXST RXSIGHT INC 0.5%
Value $9.904M Shares 288,072 Est. Cost Unrealized
JOHN BEAN TECHNOLOGIES CORP 0.5%
Value $9.681M Shares 9,700,000 Est. Cost Unrealized
CWAN CLEARWATER ANALYTICS HLDGS I 0.5%
Value $9.675M Shares 351,560 Est. Cost Unrealized
TRNS TRANSCAT INC 0.4%
Value $9.46M Shares 89,465 Est. Cost Unrealized
RMBS RAMBUS INC DEL 0.4%
Value $9.343M Shares 176,745 Est. Cost Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.4%
Value $9.098M Shares 70,030 Est. Cost Unrealized
RGEN REPLIGEN CORP 0.4%
Value $8.879M Shares 61,685 Est. Cost Unrealized
NUVL NUVALENT INC 0.4%
Value $8.694M Shares 111,065 Est. Cost Unrealized
LLY ELI LILLY & CO 0.4%
Value $8.681M Shares 11,245 Est. Cost Unrealized
MANH MANHATTAN ASSOCIATES INC 0.4%
Value $8.61M Shares 31,859 Est. Cost Unrealized
TYLER TEX INDPT SCH DIST 0.4%
Value $8.48M Shares 7,000,000 Est. Cost Unrealized
NVS NOVARTIS AG 0.4%
Value $8.25M Shares 84,782 Est. Cost Unrealized
OKTA INC 0.4%
Value $7.967M Shares 8,239,000 Est. Cost Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.4%
Value $7.952M Shares 359,485 Est. Cost Unrealized
JAZZ INVESTMENTS I LTD 0.3%
Value $7.121M Shares 7,000,000 Est. Cost Unrealized
PRCT PROCEPT BIOROBOTICS CORP 0.3%
Value $7.065M Shares 87,745 Est. Cost Unrealized
VRRM VERRA MOBILITY CORP 0.3%
Value $6.862M Shares 283,783 Est. Cost Unrealized
DUOL DUOLINGO INC 0.3%
Value $6.837M Shares 21,088 Est. Cost Unrealized
ETSY INC 0.3%
Value $6.367M Shares 7,750,000 Est. Cost Unrealized
VKTX VIKING THERAPEUTICS INC 0.3%
Value $6.255M Shares 155,445 Est. Cost Unrealized
ANF ABERCROMBIE & FITCH CO 0.3%
Value $6.098M Shares 40,800 Est. Cost Unrealized
ONTO ONTO INNOVATION INC 0.2%
Value $5.108M Shares 30,647 Est. Cost Unrealized
SOUTHWEST AIRLS CO 0.2%
Value $4.765M Shares 4,625,000 Est. Cost Unrealized
ADSK AUTODESK INC 0.2%
Value $4.747M Shares 16,060 Est. Cost Unrealized
ACMR ACM RESH INC 0.2%
Value $3.556M Shares 235,491 Est. Cost Unrealized
FICO FAIR ISAAC CORP 0.2%
Value $3.524M Shares 1,770 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $3.405M Shares 5 Est. Cost Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $3.205M Shares 141,176 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $3.067M Shares 18,296 Est. Cost Unrealized
FORD MTR CO 0.1%
Value $2.913M Shares 3,000,000 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $2.754M Shares 87,815 Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value $2.23M Shares 4,139 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.983M Shares 9,020 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $1.885M Shares 8,033 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $1.707M Shares 3,765 Est. Cost Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value $1.142M Shares 4,000 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.138M Shares 10,577 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $1.111M Shares 2,855 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $1.073M Shares 7,417 Est. Cost Unrealized
WDAY WORKDAY INC 0.0%
Value $1.032M Shares 4,000 Est. Cost Unrealized
IGM ISHARES TR 0.0%
Value $966K Shares 9,464 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $945K Shares 12,492 Est. Cost Unrealized
GOOGL ALPHABET INC 0.0%
Value $912K Shares 4,817 Est. Cost Unrealized
UNP UNION PAC CORP 0.0%
Value $877K Shares 3,848 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $765K Shares 4,306 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $755K Shares 3,248 Est. Cost Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $612K Shares 25,592 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $575K Shares 627 Est. Cost Unrealized
HYS PIMCO ETF TR 0.0%
Value $503K Shares 5,370 Est. Cost Unrealized
ISTB ISHARES TR 0.0%
Value $430K Shares 9,000 Est. Cost Unrealized
MRK MERCK & CO INC 0.0%
Value $416K Shares 4,183 Est. Cost Unrealized
ABT ABBOTT LABS 0.0%
Value $395K Shares 3,495 Est. Cost Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value $345K Shares 1,190 Est. Cost Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $337K Shares 1,800 Est. Cost Unrealized
DIS DISNEY WALT CO 0.0%
Value $330K Shares 2,965 Est. Cost Unrealized
WRB BERKLEY W R CORP 0.0%
Value $310K Shares 5,290 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $307K Shares 1,845 Est. Cost Unrealized
CR CRANE COMPANY 0.0%
Value $304K Shares 2,000 Est. Cost Unrealized
AKOYA BIOSCIENCES INC 0.0%
Value $289K Shares 126,131 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $271K Shares 1,318 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.0%
Value $268K Shares 1,850 Est. Cost Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $268K Shares 9,657 Est. Cost Unrealized
NOBL PROSHARES TR 0.0%
Value $261K Shares 2,620 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $255K Shares 858 Est. Cost Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $230K Shares 1,213 Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $225K Shares 1,715 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value $202K Shares 500 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $200K Shares 3,531 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $193K Shares 2,753 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $185K Shares 821 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $179K Shares 360 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $174K Shares 164 Est. Cost Unrealized
KVUE KENVUE INC 0.0%
Value $167K Shares 7,815 Est. Cost Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value $161K Shares 1,522 Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $161K Shares 2,728 Est. Cost Unrealized
HEI HEICO CORP NEW 0.0%
Value $160K Shares 671 Est. Cost Unrealized
INTEGRAL AD SCIENCE HLDNG CO 0.0%
Value $149K Shares 14,285 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $148K Shares 253 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $144K Shares 507 Est. Cost Unrealized
FAST FASTENAL CO 0.0%
Value $142K Shares 1,979 Est. Cost Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value $139K Shares 900 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $131K Shares 1,133 Est. Cost Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value $118K Shares 3,972 Est. Cost Unrealized
CXT CRANE NXT CO 0.0%
Value $116K Shares 2,000 Est. Cost Unrealized
PLD PROLOGIS INC. 0.0%
Value $108K Shares 1,020 Est. Cost Unrealized
O REALTY INCOME CORP 0.0%
Value $107K Shares 2,000 Est. Cost Unrealized
RS RELIANCE INC 0.0%
Value $101K Shares 374 Est. Cost Unrealized
IVV ISHARES TR 0.0%
Value $89,479 Shares 152 Est. Cost Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value $89,225 Shares 5,000 Est. Cost Unrealized
NFLX NETFLIX INC 0.0%
Value $89,132 Shares 100 Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $87,002 Shares 1,640 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $83,950 Shares 920 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $82,884 Shares 318 Est. Cost Unrealized
LYFT LYFT INC 0.0%
Value $78,677 Shares 6,099 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $73,798 Shares 587 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $73,662 Shares 1,842 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value $72,486 Shares 600 Est. Cost Unrealized
BOH BANK HAWAII CORP 0.0%
Value $71,240 Shares 1,000 Est. Cost Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $64,124 Shares 2,390 Est. Cost Unrealized
USB US BANCORP DEL 0.0%
Value $62,609 Shares 1,309 Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $61,184 Shares 50 Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $60,032 Shares 135 Est. Cost Unrealized
NFGC NEW FOUND GOLD CORP 0.0%
Value $56,875 Shares 31,250 Est. Cost Unrealized
ECL ECOLAB INC 0.0%
Value $55,065 Shares 235 Est. Cost Unrealized
EFX EQUIFAX INC 0.0%
Value $53,519 Shares 210 Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $50,334 Shares 123 Est. Cost Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value $44,807 Shares 2,590 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $43,996 Shares 211 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $43,641 Shares 287 Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $43,526 Shares 324 Est. Cost Unrealized
SNAP SNAP INC 0.0%
Value $43,080 Shares 4,000 Est. Cost Unrealized
WMT WALMART INC 0.0%
Value $40,658 Shares 450 Est. Cost Unrealized
AVTR AVANTOR INC 0.0%
Value $39,738 Shares 1,886 Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $34,130 Shares 500 Est. Cost Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $32,991 Shares 3,536 Est. Cost Unrealized
NKE NIKE INC 0.0%
Value $30,268 Shares 400 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $27,645 Shares 137 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $26,420 Shares 438 Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $23,716 Shares 20 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $23,153 Shares 250 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $20,878 Shares 40 Est. Cost Unrealized
PLSE PULSE BIOSCIENCES INC 0.0%
Value $17,410 Shares 1,000 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $15,628 Shares 1,175 Est. Cost Unrealized
CPRT COPART INC 0.0%
Value $14,921 Shares 260 Est. Cost Unrealized
POOL POOL CORP 0.0%
Value $13,979 Shares 41 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $8,173 Shares 114 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $6,649 Shares 79 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $5,230 Shares 84 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $3,793 Shares 32 Est. Cost Unrealized
GRNY TIDAL ETF TR 0.0%
Value $1,996 Shares 100 Est. Cost Unrealized