Fund HoldingsOSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$1.97B
Total Bought
$307.43M
Total Sold
$178.14M
Net Transaction
+$129.29M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
WIX COM LTD(WIX)000049,7352.52%+49,735
HERSHEY CO(HSY)0190,614+190,614036,5561.85%+36,556
AIR TRANS SVCS GROUP INC000029,8071.51%+29,807
INTUIT(INTU)042,788+42,788026,5711.35%+26,571
BLOCK INC(XYZ)000024,5311.24%+24,531
DEERE & CO(DE)052,305+52,305021,8281.11%+21,828
SALESFORCE INC(CRM)069,736+69,736019,0870.97%+19,087
FRESHPET INC(FRPT)084,855+84,855011,6060.59%+11,606
BOOT BARN HLDGS INC082,110+82,110013,7350.70%+13,735
KLAVIYO INC(KVYO)0264,555+264,55509,3600.47%+9,360
THERMO FISHER SCIENTIFIC INC(TMO)062,867+62,867038,8881.97%+38,888
EVOLENT HEALTH INC0310,305+310,30508,7750.44%+8,775
KEYSIGHT TECHNOLOGIES INC(KEYS)212,051233,203+21,15228,99837,0631.88%+8,065
AUTOZONE INC(AZO)9,53811,485+1,94728,27236,1781.83%+7,907
ABERCROMBIE & FITCH CO052,275+52,27507,3130.37%+7,313
PROGRESSIVE CORP(PGR)0169,622+169,622043,0432.18%+43,043
SENTINELONE INC(S)0301,235+301,23507,2060.37%+7,206
CONMED CORP(CNMD)096,465+96,46506,9380.35%+6,938
ZETA GLOBAL HOLDINGS CORP(ZETA)0214,185+214,18506,3890.32%+6,389
AIR PRODS & CHEMS INC140,020140,608+58836,13241,8652.12%+5,733
PEGASYSTEMS INC(PEGA)00067,62073,1963.71%+5,576
CAVCO INDS INC DEL(CVCO)29,27235,986+6,71410,13315,4110.78%+5,278
BROWN & BROWN INC(BRO)0374,965+374,965038,8461.97%+38,846
MODINE MFG CO(MOD)99,530109,275+9,7459,97214,5110.74%+4,539
GUIDEWIRE SOFTWARE INC(GWRE)96,26096,460+20013,27317,6460.89%+4,373
MICRON TECHNOLOGY INC(MU)0268,329+268,329027,8281.41%+27,828
UNITEDHEALTH GROUP INC(UNH)51,15451,491+33726,05130,1061.53%+4,055
APPLE INC(AAPL)33,74947,621+13,8727,10811,0960.56%+3,987
FIRSTSERVICE CORP NEW94,62899,638+5,01014,41818,1800.92%+3,761
EASTGROUP PPTYS INC(EGP)0205,336+205,336038,3611.94%+38,361
VIKING THERAPEUTICS INC(VKTX)83,855125,520+41,6654,4457,9470.40%+3,502
HAEMONETICS CORP MASS(HAE)000019,7031.00%+19,703
AXON ENTERPRISE INC(AXON)027,719+27,719011,0770.56%+11,077
REPLIGEN CORP(RGEN)36,03553,445+17,4104,5437,9540.40%+3,411
AGILENT TECHNOLOGIES INC(A)0167,209+167,209024,8271.26%+24,827
AGILYSYS INC(AGYS)102,655126,795+24,14010,69013,8170.70%+3,126
AMAZON COM INC(AMZN)328,168356,678+28,51063,41866,4603.37%+3,041
BECTON DICKINSON & CO(BDX)167,309174,431+7,12239,10242,0552.13%+2,953
DANAHER CORPORATION(DHR)099,936+99,936027,7841.41%+27,784
OLD DOMINION FREIGHT LINE IN(ODFL)0129,964+129,964025,8161.31%+25,816
SWEETGREEN INC324,410349,940+25,5309,77812,4050.63%+2,628
AMICUS THERAPEUTICS INC
COM
689,425884,820+195,3956,8399,4500.48%+2,611
GENERAC HLDGS INC(GNRC)86,43588,330+1,89511,42814,0340.71%+2,605
CLEARWATER ANALYTICS HLDGS I0289,565+289,56507,3120.37%+7,312
RXSIGHT INC116,940194,245+77,3057,0369,6020.49%+2,565
MANHATTAN ASSOCIATES INC(MANH)033,181+33,18109,3360.47%+9,336
VISA INC(V)0145,369+145,369039,9692.02%+39,969
BROADCOM INC(AVGO)18,772188,881+170,10930,13932,5821.65%+2,443
SKECHERS U S A INC202,800242,065+39,26514,01816,1990.82%+2,181
META PLATFORMS INC(META)25,34625,346012,78014,5090.74%+1,729
ROSS STORES INC(ROST)0263,611+263,611039,6762.01%+39,676
MAGNOLIA OIL & GAS CORP(MGY)375,465445,165+69,7009,51410,8710.55%+1,357
BIO-TECHNE CORP(TECH)172,513169,443-3,07012,36113,5440.69%+1,183
JAMF HLDG CORP000010,5030.53%+10,503
AMETEK INC0142,559+142,559024,4791.24%+24,479
TYLER TEX INDPT SCH DIST(TYL)0007,7008,6170.44%+917
WASTE CONNECTIONS INC(WCN)223,384223,897+51339,17340,0372.03%+865
NOVARTIS AG(NVS)0008,6439,4210.48%+778
FAIR ISAAC CORP(FICO)1,8001,770-302,6803,4400.17%+760
VERRA MOBILITY CORP322,595340,030+17,4358,7759,4560.48%+682
NATERA INC(NTRA)84,82075,910-8,9109,1859,6370.49%+452
AUTODESK INC016,060+16,06004,4240.22%+4,424
BERKSHIRE HATHAWAY INC DEL05+503,4560.18%+3,456
PROCEPT BIOROBOTICS CORP(PRCT)172,345136,315-36,03010,52910,9220.55%+393
INTERNATIONAL BUSINESS MACHS(IBM)09,062+9,06202,0030.10%+2,003
ACM RESH INC(ACMR)0285,256+285,25605,7910.29%+5,791
PERSPECTIVE THERAPEUTICS INC91,29391,29309101,2190.06%+309
LENDINGTREE INC000026,3681.34%+26,368
NORFOLK SOUTHN CORP(NSC)8,0718,033-381,7331,9960.10%+263
JAZZ INVESTMENTS I LTD(JAZZ)00007,0020.35%+7,002
ETSY INC(ETSY)00006,3540.32%+6,354
BERKSHIRE HATHAWAY INC DEL03,801+3,80101,7490.09%+1,749
JOHN BEAN TECHNOLOGIES CORP(JBTM)00009,1340.46%+9,134
EZCORP INC000012,6080.64%+12,608
VANGUARD INDEX FDS00005740.03%+574
VANGUARD INDEX FDS00001360.01%+136
SCHWAB STRATEGIC TR0003,0223,1580.16%+136
JOHNSON & JOHNSON(JNJ)07,447+7,44701,2070.06%+1,207
PALANTIR TECHNOLOGIES INC(PLTR)24,40019,520-4,8806187260.04%+108
ABBVIE INC(ABBV)04,326+4,32608540.04%+854
WORKDAY INC(WDAY)4,0004,00008949780.05%+83
ESSEX PPTY TR INC(ESS)4,0554,000-551,1041,1820.06%+78
SUMMIT THERAPEUTICS INC(SMMT)5,0005,0000391100.01%+71
ORACLE CORP(ORCL)1,8451,84502613140.02%+54
SOUTHWEST AIRLS CO(LUV)00007,9630.40%+7,963
AKOYA BIOSCIENCES INC0126,131+126,13103430.02%+343
KENVUE INC(KVUE)07,815+7,81501810.01%+181
PROLOGIS INC.(PLD)8131,020+207911290.01%+37
EXXON MOBIL CORP010,707+10,70701,2550.06%+1,255
BRISTOL-MYERS SQUIBB CO(BMY)03,531+3,53101830.01%+183
HOME DEPOT INC(HD)02,855+2,85501,1570.06%+1,157
AMERICAN EXPRESS CO(AXP)0858+85802330.01%+233
CRANE COMPANY(CR)2,0002,00002903170.02%+27
ABBOTT LABS03,685+3,68504200.02%+420
S&P GLOBAL INC(SPGI)36036001611860.01%+25
HEICO CORP NEW(HEI)0671+67101750.01%+175
RTX CORPORATION(RTX)1,1331,13301141370.01%+24
BERKLEY W R CORP05,290+5,29003000.02%+300
WALMART INC(WMT)0450+4500360.00%+36
REALTY INCOME CORP(O)02,000+2,00001270.01%+127
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