Fund Holdings — OSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$2.22B
Total Bought
$208.94M
Total Sold
$177.69M
Net Transaction
+$31.25M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIVERR INTL LTD(FVRR)000059,0122.66%+59,012
DEXCOM INC(DXCM)000054,1322.44%+54,132
SUMMIT HOTEL PPTYS(INN)000053,1992.40%+53,199
VAIL RESORTS INC(MTN)000031,3391.41%+31,339
ELI LILLY & CO(LLY)11,42747,982+36,5558,90836,6101.65%+27,703
REDFIN CORP000027,4121.24%+27,412
CANADIAN PACIFIC KANSAS CITY(CP)0337,288+337,288025,1251.13%+25,125
ALPHABET INC(GOOG)483,146439,530-43,61685,705107,0484.83%+21,342
INTERCONTINENTAL EXCHANGE IN(ICE)0125,163+125,163021,0870.95%+21,087
ALARM COM HLDGS INC(ALRM)00014,62528,3201.28%+13,695
CASELLA WASTE SYS INC(CWST)0123,185+123,185011,6880.53%+11,688
BROADCOM INC(AVGO)214,373211,365-3,00859,09269,7313.15%+10,640
ENPHASE ENERGY INC(ENPH)00009,7750.44%+9,775
REPLIGEN CORP(RGEN)072,930+72,93009,7490.44%+9,749
LATTICE SEMICONDUCTOR CORP(LSCC)0132,225+132,22509,6950.44%+9,695
WAYSTAR HLDG CORP(WAY)0218,610+218,61008,2900.37%+8,290
SITIME CORP(SITM)48,18357,231+9,04810,26717,2440.78%+6,977
PEBBLEBROOK HOTEL TR(PEB)00006,5910.30%+6,591
AUTOZONE INC(AZO)11,72411,669-5543,52250,0632.26%+6,541
ARTIVION INC(AORT)120,580240,772+120,1923,75010,1940.46%+6,444
SERVICETITAN INC(TTAN)35,23096,510+61,2803,7769,7310.44%+5,955
AXOS FINANCIAL INC(AX)84,960141,955+56,9956,46012,0160.54%+5,556
TURNING PT BRANDS INC(TPB)36,06583,580+47,5152,7338,2630.37%+5,530
APPLIED MATLS INC183,538185,746+2,20833,60038,0301.72%+4,429
NVIDIA CORPORATION(NVDA)134,638135,239+60121,27125,2331.14%+3,961
CHIME FINL INC(CHYM)0191,190+191,19003,8560.17%+3,856
JPMORGAN CHASE & CO.(JPM)141,761142,286+52541,09844,8812.03%+3,783
DUTCH BROS INC(BROS)39671,341+70,945273,7340.17%+3,707
SILICON MOTION TECHNOLOGY CO(SIMO)00003,5990.16%+3,599
CECO ENVIRONMENTAL CORP(CECO)253,440210,032-43,4087,17510,7540.49%+3,579
SPX TECHNOLOGIES INC48,65560,778+12,1238,15811,3520.51%+3,194
BROWN & BROWN INC(BRO)330,223423,591+93,36836,61239,7291.79%+3,117
PROGRESSIVE CORP(PGR)131,638150,983+19,34535,12937,2851.68%+2,156
AMPRIUS TECHNOLOGIES INC(AMPX)0187,445+187,44501,9720.09%+1,972
CABLE ONE INC(CABO)00066,69168,6533.10%+1,962
APPLE INC(AAPL)49,81847,701-2,11710,22112,1460.55%+1,925
MACOM TECH SOLUTIONS HLDGS I(MTSI)015,265+15,26501,9000.09%+1,900
GLAUKOS CORP(GKOS)94,373142,288+47,9159,74811,6040.52%+1,856
LABCORP HOLDINGS INC(LH)78,50978,148-36120,60922,4331.01%+1,824
TREX CO INC(TREX)154,315195,296+40,9818,39210,0910.46%+1,699
LIFE TIME GROUP HOLDINGS INC(LTH)248,015330,325+82,3107,5229,1170.41%+1,595
AMETEK INC147,723148,664+94126,73227,9491.26%+1,217
ANALOG DEVICES INC(ADI)157,532156,820-71237,49638,5311.74%+1,035
ATRICURE INC(ATRC)315,530322,080+6,55010,34011,3530.51%+1,013
AIRBNB INC(ABNB)00068,38069,3353.13%+955
GUARDANT HEALTH INC(GH)240,316215,011-25,30512,50613,4340.61%+928
BOEING CO(BA)110,431111,369+93823,13924,0371.08%+898
NOVARTIS AG(NVS)00010,69011,3720.51%+682
HAEMONETICS CORP MASS(HAE)00047,04647,7202.15%+674
TERRENO RLTY CORP(TRNO)601,025604,404+3,37933,69934,3001.55%+600
AMERICAN WTR WKS CO INC NEW294,943298,059+3,11641,03041,4871.87%+457
ALPHABET INC(GOOG)5,5305,795+2659751,4090.06%+434
PALANTIR TECHNOLOGIES INC(PLTR)9,4429,242-2001,2871,6860.08%+399
LAMAR ADVERTISING CO NEW(LAMR)264,323264,491+16832,07832,3791.46%+301
JAMF HLDG CORP00010,95611,1590.50%+203
ETSY INC(ETSY)0006,6716,8650.31%+194
DANAHER CORPORATION(DHR)241,226241,242+1647,65247,8292.16%+177
AMERICAN EXPRESS CO(AXP)1,1231,525+4023585070.02%+148
JOHNSON & JOHNSON(JNJ)4,4314,43106778220.04%+145
TESLA INC(TSLA)750850+1002383780.02%+140
JBT MAREL CORPORATION(JBTM)0009,6729,8100.44%+138
BERKSHIRE HATHAWAY INC DEL5503,6443,7710.17%+127
ORACLE CORP(ORCL)1,8451,84504035190.02%+116
MODINE MFG CO(MOD)89,25262,602-26,6508,7918,9000.40%+108
ZIFF DAVIS INC(ZD)00010,10510,1900.46%+85
AMAZON COM INC(AMZN)354,127354,201+7477,69277,7723.51%+80
FORD MTR CO(F)0002,9723,0480.14%+77
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0006567300.03%+74
META PLATFORMS INC(META)25,47425,699+22518,80218,8730.85%+71
MORGAN STANLEY(MS)2,4332,583+1503434110.02%+68
HOME DEPOT INC(HD)1,4321,43205255800.03%+55
SCHWAB STRATEGIC TR0002,3702,4230.11%+54
BERKSHIRE HATHAWAY INC DEL5,7445,653-912,7902,8420.13%+52
PALO ALTO NETWORKS INC(PANW)560760+2001151550.01%+40
KLA CORP(KLAC)21821801952350.01%+40
LYFT INC(LYFT)6,0996,0990961340.01%+38
BANK AMERICA CORP0707+7070360.00%+36
RTX CORPORATION(RTX)1,6581,65802422770.01%+35
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0006356690.03%+34
3M CO(MMM)0215+2150330.00%+33
NEW FOUND GOLD CORP(NFGC)31,25031,250044740.00%+30
GENERAL DYNAMICS CORP(GD)59459401732030.01%+29
LAM RESEARCH CORP(LRCX)7967960771070.00%+29
THERMO FISHER SCIENTIFIC INC(TMO)3588+5314430.00%+28
MICRON TECHNOLOGY INC(MU)73223+1509370.00%+28
ISHARES TR0002312590.01%+28
FASTENAL CO(FAST)3,9583,95801661940.01%+28
UNION PAC CORP(UNP)4,2624,26209811,0070.05%+27
OREILLY AUTOMOTIVE INC(ORLY)1,5151,51501371630.01%+27
NORFOLK SOUTHN CORP(NSC)58258201491750.01%+26
PRIMORIS SVCS CORP(PRIM)431431034590.00%+26
ADVANCED MICRO DEVICES INC(AMD)0150+1500240.00%+24
TJX COS INC NEW(TJX)1,1041,10401361600.01%+23
ISHARES ETHEREUM TR(ETHA)0000230.00%+23
ENTERPRISE PRODS PARTNERS L(EPD)87,81587,81502,7232,7460.12%+23
BANK NEW YORK MELLON CORP1,1991,19901091310.01%+21
BERKLEY W R CORP6,3316,33104654850.02%+20
APPLOVIN CORP(APP)4646016330.00%+17
ULTA BEAUTY INC(ULTA)030+300160.00%+16
EMCOR GROUP INC(EME)136136073880.00%+16
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OSTERWEIS CAPITAL MANAGEMENT INC — 13F Holdings — Q3 2025 | TickerTrail