Fund HoldingsOSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$1.70B
Total Bought
$143.29M
Total Sold
$150.55M
Net Transaction
-$7.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
JAZZ INVESTMENTS I LTD(JAZZ)00025,34466,6493.91%+41,306
MICRON TECHNOLOGY INC(MU)372,606368,476-4,13031,79843,4402.55%+11,641
AMAZON COM INC(AMZN)301,069317,803+16,73445,74457,3253.37%+11,581
BROWN & BROWN INC(BRO)386,779443,668+56,88927,50438,8392.28%+11,335
ALPHABET INC(GOOG)451,573490,667+39,09463,64074,7094.39%+11,069
TARGET CORP(TGT)297,488301,358+3,87042,36853,4043.14%+11,035
SWEETGREEN INC0380,130+380,13009,6020.56%+9,602
BIO-TECHNE CORP(TECH)0122,328+122,32808,6110.51%+8,611
DUOLINGO INC(DUOL)035,164+35,16407,7560.46%+7,756
SKECHERS U S A INC0117,240+117,24007,1820.42%+7,182
PROGRESSIVE CORP(PGR)226,650207,966-18,68436,10143,0112.53%+6,911
APPLIED MATLS INC165,797160,098-5,69926,87133,0171.94%+6,146
FIRST WATCH RESTAURANT GROUP0245,315+245,31506,0400.35%+6,040
BOOT BARN HLDGS INC061,830+61,83005,8830.35%+5,883
AMICUS THERAPEUTICS INC
COM
0484,060+484,06005,7020.33%+5,702
PROCEPT BIOROBOTICS CORP(PRCT)0104,155+104,15505,1470.30%+5,147
GENERAC HLDGS INC(GNRC)30,16069,695+39,5353,8988,7910.52%+4,893
LANTHEUS HLDGS INC(LNTH)0144,410+144,41008,9880.53%+8,988
SYSCO CORP(SYY)519,554516,158-3,39637,99541,9022.46%+3,907
GUIDEWIRE SOFTWARE INC(GWRE)51,19578,345+27,1505,5829,1440.54%+3,561
META PLATFORMS INC(META)25,32725,346+198,96512,3080.72%+3,343
MODINE MFG CO(MOD)033,290+33,29003,1690.19%+3,169
LENDINGTREE INC00023,39426,2321.54%+2,838
EZCORP INC000012,6720.74%+12,672
NATERA INC(NTRA)87,85090,560+2,7105,5038,2830.49%+2,780
UFP TECHNOLOGIES INC(UFPT)26,99927,981+9824,6457,0570.41%+2,412
MICROSOFT CORP(MSFT)272,601249,257-23,344102,509104,8676.16%+2,358
THERMO FISHER SCIENTIFIC INC(TMO)54,39653,714-68228,87331,2191.83%+2,346
SHOCKWAVE MED INC029,038+29,03809,4560.56%+9,456
VISA INC(V)141,855140,496-1,35936,93239,2102.30%+2,278
VIKING THERAPEUTICS INC(VKTX)024,845+24,84502,0370.12%+2,037
ROSS STORES INC(ROST)273,038270,901-2,13737,78639,7572.34%+1,972
DANAHER CORPORATION(DHR)120,593119,562-1,03127,89829,8571.75%+1,959
OLD DOMINION FREIGHT LINE IN(ODFL)64,190127,521+63,33126,01827,9671.64%+1,949
ADOBE INC(ADBE)53,02466,542+13,51831,63433,5771.97%+1,943
ELI LILLY & CO(LLY)13,09812,198-9007,6359,4900.56%+1,854
KEYSIGHT TECHNOLOGIES INC(KEYS)163,052177,521+14,46925,94027,7611.63%+1,821
PATRICK INDS INC(PATK)00012,82514,5730.86%+1,748
AXON ENTERPRISE INC(AXON)42,57739,889-2,68810,99912,4800.73%+1,482
INSPIRE MED SYS INC(INSP)28,97733,686+4,7095,8957,2350.42%+1,341
E L F BEAUTY INC(ELF)59,56550,144-9,4218,5989,8300.58%+1,232
WASTE CONNECTIONS INC(WCN)246,490220,976-25,51436,79438,0102.23%+1,217
SYNOPSYS INC(SNPS)021,390+21,390012,2240.72%+12,224
VERRA MOBILITY CORP319,545330,580+11,0357,3598,2550.48%+895
ONTO INNOVATION INC(ONTO)56,43052,590-3,8408,6289,5230.56%+895
CAVCO INDS INC DEL(CVCO)24,37223,356-1,0168,4489,3200.55%+873
AGILENT TECHNOLOGIES INC(A)165,800164,260-1,54023,05123,9011.40%+850
PERSPECTIVE THERAPEUTICS INC1,582,1001,244,932-337,1686361,4810.09%+845
INNOSPEC INC(IOSP)79,61082,355+2,7459,81110,6190.62%+808
ENSIGN GROUP INC(ENSG)72,50571,730-7758,1368,9250.52%+789
KBR INC(KBR)0162,815+162,815010,3650.61%+10,365
ADVANCED MICRO DEVICES INC(AMD)164,626138,754-25,87224,26825,0441.47%+776
ALPHA TEKNOVA INC0270,270+270,27007160.04%+716
FIRSTSERVICE CORP NEW66,10368,598+2,49510,71511,3740.67%+659
TRANSMEDICS GROUP INC(TMDX)64,56576,990+12,4255,0965,6930.33%+597
MAGNOLIA OIL & GAS CORP(MGY)0232,905+232,90506,0440.35%+6,044
MANHATTAN ASSOCIATES INC(MANH)027,905+27,90506,9830.41%+6,983
HAEMONETICS CORP MASS(HAE)00016,11016,6160.98%+506
BERKSHIRE HATHAWAY INC DEL5502,7133,1720.19%+459
VANGUARD INDEX FDS00004210.02%+421
JAMF HLDG CORP0009,0909,5070.56%+418
BECTON DICKINSON & CO(BDX)143,164142,653-51134,90835,2992.07%+392
ENVESTNET INC0008,8839,2480.54%+365
NVIDIA CORPORATION(NVDA)1,8681,384-4849251,2510.07%+325
BOSTON SCIENTIFIC CORP(BSX)525,265447,861-77,40430,36630,6741.80%+308
PROCTER AND GAMBLE CO(PG)019,757+19,75703,2060.19%+3,206
INTERNATIONAL BUSINESS MACHS(IBM)10,13010,13001,6571,9340.11%+278
VANGUARD INDEX FDS0004186740.04%+257
BERKSHIRE HATHAWAY INC DEL03,746+3,74601,5750.09%+1,575
JOHN BEAN TECHNOLOGIES CORP(JBTM)0008,8029,0380.53%+237
FORD MTR CO DEL(F)0006,0006,2310.37%+231
VANGUARD INDEX FDS00002110.01%+211
LEVI STRAUSS & CO NEW(LEVI)09,750+9,75001950.01%+195
VANGUARD STAR FDS00001600.01%+160
COSTCO WHSL CORP NEW(COST)766903+1375066620.04%+156
VANGUARD ADMIRAL FDS INC00001520.01%+152
EXXON MOBIL CORP010,577+10,57701,2290.07%+1,229
ABBVIE INC(ABBV)4,9164,871-457628870.05%+125
HOME DEPOT INC(HD)3,2603,26001,1301,2510.07%+121
PROSHARES TR
S&P 500 DV ARIST
00002330.01%+233
DISNEY WALT CO(DIS)3,6303,540-903284330.03%+105
ENTERPRISE PRODS PARTNERS L(EPD)089,280+89,28002,6050.15%+2,605
ISHARES TR00001010.01%+101
ISHARES TR0000800.00%+80
SALESFORCE INC(CRM)2,8982,795-1037638420.05%+79
NCL CORP LTD(NCLH)0002,2952,3700.14%+75
ALIGN TECHNOLOGY INC0211+2110690.00%+69
BERKLEY W R CORP03,527+3,52703120.02%+312
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0006587120.04%+54
AIRBNB INC1,7151,71502332830.02%+49
AMERICAN EXPRESS CO(AXP)98298201842240.01%+40
ORACLE CORP(ORCL)01,845+1,84502320.01%+232
CRANE COMPANY(CR)2,0002,00002362700.02%+34
AVANTOR INC(AVTR)01,120+1,1200290.00%+29
MERCK & CO INC(MRK)04,803+4,80306340.04%+634
TEXAS INSTRS INC(TXN)0163+1630280.00%+28
LYFT INC(LYFT)6,0996,0990911180.01%+27
FASTENAL CO(FAST)01,979+1,97901530.01%+153
FISERV INC(FISV)01,318+1,31802110.01%+211
ALPHABET INC(GOOG)5,0704,817-2537087270.04%+19
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