Fund HoldingsOSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$1.94B
Total Bought
$247.44M
Total Sold
$199.93M
Net Transaction
+$47.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
BIOMARIN PHARMACEUTICAL INC(BMRN)000081,6914.22%+81,691
PEGASYSTEMS INC(PEGA)000067,6203.49%+67,620
BLACKLINE INC(BL)000052,4232.71%+52,423
BROADCOM INC(AVGO)018,772+18,772030,1391.56%+30,139
AUTOZONE INC(AZO)09,538+9,538028,2721.46%+28,272
UNITEDHEALTH GROUP INC(UNH)051,154+51,154026,0511.35%+26,051
ALPHABET INC(GOOG)490,667492,548+1,88174,70990,3434.67%+15,634
AGILYSYS INC(AGYS)0102,655+102,655010,6900.55%+10,690
ADVANCED MICRO DEVICES INC(AMD)138,754206,350+67,59625,04433,4721.73%+8,428
MICROSOFT CORP(MSFT)249,257251,027+1,770104,867112,1965.80%+7,329
RXSIGHT INC0116,940+116,94007,0360.36%+7,036
SKECHERS U S A INC117,240202,800+85,5607,18214,0180.72%+6,835
MODINE MFG CO(MOD)33,29099,530+66,2403,1699,9720.52%+6,803
AMAZON COM INC(AMZN)317,803328,168+10,36557,32563,4183.28%+6,093
ANALOG DEVICES INC(ADI)0189,921+189,921043,3512.24%+43,351
ACADEMY SPORTS & OUTDOORS IN(ASO)0112,600+112,60005,9960.31%+5,996
ADOBE INC(ADBE)66,54271,015+4,47333,57739,4522.04%+5,875
PROCEPT BIOROBOTICS CORP(PRCT)104,155172,345+68,1905,14710,5290.54%+5,381
REPLIGEN CORP(RGEN)036,035+36,03504,5430.23%+4,543
DUOLINGO INC(DUOL)35,16457,434+22,2707,75611,9850.62%+4,228
GUIDEWIRE SOFTWARE INC(GWRE)78,34596,260+17,9159,14413,2730.69%+4,130
BECTON DICKINSON & CO(BDX)142,653167,309+24,65635,29939,1022.02%+3,802
BIO-TECHNE CORP(TECH)122,328172,513+50,1858,61112,3610.64%+3,750
JAZZ INVESTMENTS I LTD(JAZZ)00066,64970,1573.62%+3,508
MAGNOLIA OIL & GAS CORP(MGY)232,905375,465+142,5606,0449,5140.49%+3,470
FIRSTSERVICE CORP NEW68,59894,628+26,03011,37414,4180.74%+3,045
ENSIGN GROUP INC(ENSG)71,73096,185+24,4558,92511,8970.61%+2,972
TRANSMEDICS GROUP INC(TMDX)76,99056,740-20,2505,6938,5460.44%+2,854
SCHWAB STRATEGIC TR00003,0220.16%+3,022
FAIR ISAAC CORP(FICO)01,800+1,80002,6800.14%+2,680
GENERAC HLDGS INC(GNRC)69,69586,435+16,7408,79111,4280.59%+2,637
FIRST WATCH RESTAURANT GROUP245,315485,565+240,2506,0408,5270.44%+2,487
VIKING THERAPEUTICS INC(VKTX)24,84583,855+59,0102,0374,4450.23%+2,408
E L F BEAUTY INC(ELF)50,14457,574+7,4309,83012,1320.63%+2,302
AIR PRODS & CHEMS INC0140,020+140,020036,1321.87%+36,132
VANGUARD INDEX FDS0006742,5240.13%+1,850
NORFOLK SOUTHN CORP(NSC)08,071+8,07101,7330.09%+1,733
UFP TECHNOLOGIES INC(UFPT)27,98132,646+4,6657,0578,6140.45%+1,557
L3HARRIS TECHNOLOGIES INC(LHX)0148,643+148,643033,3821.72%+33,382
ISHARES TR0001011,4860.08%+1,385
APPLE INC(AAPL)033,749+33,74907,1080.37%+7,108
KEYSIGHT TECHNOLOGIES INC(KEYS)177,521212,051+34,53027,76128,9981.50%+1,237
KBR INC(KBR)162,815180,675+17,86010,36511,5880.60%+1,224
WASTE CONNECTIONS INC(WCN)220,976223,384+2,40838,01039,1732.02%+1,163
AMICUS THERAPEUTICS INC
COM
484,060689,425+205,3655,7026,8390.35%+1,137
INNOSPEC INC(IOSP)82,35594,595+12,24010,61911,6910.60%+1,072
NOVARTIS AG(NVS)00008,6430.45%+8,643
PROGYNY INC0208,180+208,18005,9560.31%+5,956
PERSPECTIVE THERAPEUTICS INC091,293+91,29309100.05%+910
ELI LILLY & CO(LLY)12,19811,485-7139,49010,3980.54%+909
NATERA INC(NTRA)90,56084,820-5,7408,2839,1850.47%+903
WORKDAY INC(WDAY)04,000+4,00008940.05%+894
CAVCO INDS INC DEL(CVCO)23,35629,272+5,9169,32010,1330.52%+813
SCHWAB STRATEGIC TR00007900.04%+790
SYNOPSYS INC(SNPS)21,39021,654+26412,22412,8850.67%+661
TYLER TEX INDPT SCH DIST(TYL)00007,7000.40%+7,700
VERRA MOBILITY CORP330,580322,595-7,9858,2558,7750.45%+520
META PLATFORMS INC(META)25,34625,346012,30812,7800.66%+472
TESLA INC(TSLA)01,500+1,50002970.02%+297
NVIDIA CORPORATION(NVDA)1,38411,865+10,4811,2511,4660.08%+215
PROSHARES TR
S&P 500 DV ARIST
0002334260.02%+192
SWEETGREEN INC380,130324,410-55,7209,6029,7780.51%+176
ALPHABET INC(GOOG)4,8174,81707278770.05%+150
LAMAR ADVERTISING CO NEW(LAMR)0260,449+260,449031,1311.61%+31,131
ESSEX PPTY TR INC(ESS)04,055+4,05501,1040.06%+1,104
SCHWAB STRATEGIC TR00001090.01%+109
COSTCO WHSL CORP NEW(COST)903897-66627620.04%+101
PROLOGIS INC.(PLD)0813+8130910.00%+91
INTUITIVE SURGICAL INC0177+1770790.00%+79
ONTO INNOVATION INC(ONTO)52,59043,702-8,8889,5239,5950.50%+72
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0007127740.04%+61
ASTRAZENECA PLC(AZN)0000610.00%+61
PALANTIR TECHNOLOGIES INC(PLTR)024,400+24,40006180.03%+618
PROCTER AND GAMBLE CO(PG)19,75719,75703,2063,2580.17%+53
THE TRADE DESK INC(TTD)0411+4110400.00%+40
ORACLE CORP(ORCL)1,8451,84502322610.01%+29
FISERV INC(FISV)1,3181,569+2512112340.01%+23
CRANE COMPANY(CR)2,0002,00002702900.01%+20
VANGUARD INDEX FDS0002112300.01%+18
SUMMIT THERAPEUTICS INC(SMMT)05,000+5,0000390.00%+39
AVANTOR INC(AVTR)1,1201,886+76629400.00%+11
MID-AMER APT CMNTYS INC(MAA)0900+90001280.01%+128
AMGEN INC(AMGN)0318+3180990.01%+99
GALLAGHER ARTHUR J & CO(AJG)0757+75701960.01%+196
HONEYWELL INTL INC(HON)0821+82101750.01%+175
NETFLIX INC(NFLX)0100+1000670.00%+67
WELLS FARGO CO NEW(WFC)04,141+4,14102460.01%+246
SPDR S&P 500 ETF TR(SPY)00001380.01%+138
TJX COS INC NEW(TJX)0600+6000660.00%+66
SERVICENOW INC(NOW)0164+16401290.01%+129
METTLER TOLEDO INTERNATIONAL(MTD)050+500700.00%+70
ISHARES TR00080830.00%+3
RTX CORPORATION(RTX)01,133+1,13301140.01%+114
HANNON ARMSTRONG SUST INFR C(HASI)02,390+2,3900710.00%+71
S&P GLOBAL INC(SPGI)0360+36001610.01%+161
PULSE BIOSCIENCES INC(PLSE)01,000+1,0000110.00%+11
CARRIER GLOBAL CORPORATION(CARR)0500+5000320.00%+32
BOSTON SCIENTIFIC CORP(BSX)447,861398,343-49,51830,67430,6761.59%+2
RIVIAN AUTOMOTIVE INC(RIVN)0745+7450100.00%+10
MORGAN STANLEY(MS)0587+5870570.00%+57
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