Fund HoldingsOSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$1.58B
Total Bought
$209.54M
Total Sold
$142.26M
Net Transaction
+$67.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
THERMO FISHER SCIENTIFIC INC(TMO)054,396+54,396028,8731.83%+28,873
KEYSIGHT TECHNOLOGIES INC(KEYS)0163,052+163,052025,9401.65%+25,940
JAZZ INVESTMENTS I LTD(JAZZ)0005,80425,3441.61%+19,540
MICROSOFT CORP(MSFT)0272,601+272,6010102,5096.51%+102,509
TARGET CORP(TGT)0297,488+297,488042,3682.69%+42,368
HERBALIFE LTD(HLF)000012,9060.82%+12,906
AMAZON COM INC(AMZN)0301,069+301,069045,7442.90%+45,744
UNION PAC CORP(UNP)0133,595+133,595032,8142.08%+32,814
E L F BEAUTY INC(ELF)059,565+59,56508,5980.55%+8,598
MICRON TECHNOLOGY INC(MU)342,832372,606+29,77423,32331,7982.02%+8,475
PROGYNY INC0197,230+197,23007,3330.47%+7,333
ADVANCED MICRO DEVICES INC(AMD)0164,626+164,626024,2681.54%+24,268
LAMAR ADVERTISING CO NEW(LAMR)313,947311,784-2,16326,20533,1362.10%+6,931
ANALOG DEVICES INC(ADI)0189,722+189,722037,6712.39%+37,671
AGILENT TECHNOLOGIES INC(A)0165,800+165,800023,0511.46%+23,051
GUIDEWIRE SOFTWARE INC(GWRE)051,195+51,19505,5820.35%+5,582
CELSIUS HLDGS INC(CELH)096,855+96,85505,2810.34%+5,281
ALPHABET INC(GOOG)443,679451,573+7,89458,49963,6404.04%+5,141
BECTON DICKINSON & CO(BDX)0143,164+143,164034,9082.22%+34,908
VISA INC(V)0141,855+141,855036,9322.34%+36,932
ROSS STORES INC(ROST)294,581273,038-21,54333,27337,7862.40%+4,513
TELEFLEX INCORPORATED(TFX)074,023+74,023018,4571.17%+18,457
APPLIED MATLS INC0165,797+165,797026,8711.71%+26,871
WASTE CONNECTIONS INC(WCN)0246,490+246,490036,7942.34%+36,794
BRIDGEBIO PHARMA INC(BBIO)088,485+88,48503,5720.23%+3,572
EASTGROUP PPTYS INC(EGP)0195,101+195,101035,8092.27%+35,809
DOUBLEVERIFY HLDGS INC(DV)0226,185+226,18508,3190.53%+8,319
AMETEK INC0186,420+186,420030,7391.95%+30,739
CAVCO INDS INC DEL(CVCO)024,372+24,37208,4480.54%+8,448
KENVUE INC(KVUE)1,448,6261,501,498+52,87229,08832,3272.05%+3,239
CAVA GROUP INC(CAVA)073,995+73,99503,1800.20%+3,180
SYSCO CORP(SYY)527,486519,554-7,93234,84037,9952.41%+3,155
TRANSMEDICS GROUP INC(TMDX)064,565+64,56505,0960.32%+5,096
AXONICS INC61,175103,614+42,4393,4336,4480.41%+3,015
BOSTON SCIENTIFIC CORP(BSX)0525,265+525,265030,3661.93%+30,366
VERRA MOBILITY CORP0319,545+319,54507,3590.47%+7,359
GENERAC HLDGS INC(GNRC)030,160+30,16003,8980.25%+3,898
CLEARWATER ANALYTICS HLDGS I417,885533,110+115,2258,08210,6780.68%+2,596
MADRIGAL PHARMACEUTICALS INC(MDGL)7,71815,147+7,4291,1273,5050.22%+2,378
ADOBE INC(ADBE)053,024+53,024031,6342.01%+31,634
PATRICK INDS INC(PATK)000012,8250.81%+12,825
OLD DOMINION FREIGHT LINE IN(ODFL)064,190+64,190026,0181.65%+26,018
NATERA INC(NTRA)087,850+87,85005,5030.35%+5,503
ENSIGN GROUP INC(ENSG)67,09072,505+5,4156,2358,1360.52%+1,901
INSULET CORP(PODD)035,881+35,88107,7850.49%+7,785
PROGRESSIVE CORP(PGR)248,236226,650-21,58634,57936,1012.29%+1,522
AXON ENTERPRISE INC(AXON)47,85542,577-5,2789,52310,9990.70%+1,476
INSPIRE MED SYS INC(INSP)028,977+28,97705,8950.37%+5,895
CYTOKINETICS INC(CYTK)017,340+17,34001,4480.09%+1,448
FIVE9 INC(FIVN)75,60579,690+4,0854,8616,2710.40%+1,409
INNOSPEC INC(IOSP)82,35579,610-2,7458,4179,8110.62%+1,394
META PLATFORMS INC(META)25,32725,32707,6038,9650.57%+1,361
MACOM TECH SOLUTIONS HLDGS I(MTSI)0137,155+137,155012,7490.81%+12,749
LENDINGTREE INC00022,34423,3941.48%+1,051
BROWN & BROWN INC(BRO)0386,779+386,779027,5041.75%+27,504
DANAHER CORPORATION(DHR)0120,593+120,593027,8981.77%+27,898
APPLE INC(AAPL)036,535+36,53507,0340.45%+7,034
UFP TECHNOLOGIES INC(UFPT)026,999+26,99904,6450.29%+4,645
SPS COMM INC(SPSC)051,170+51,17009,9190.63%+9,919
NOVARTIS AG(NVS)0007,3518,0610.51%+710
AUTODESK INC18,06018,06003,7374,3970.28%+660
ONTO INNOVATION INC(ONTO)056,430+56,43008,6280.55%+8,628
FIRSTSERVICE CORP NEW066,103+66,103010,7150.68%+10,715
HAEMONETICS CORP MASS(HAE)00015,70516,1101.02%+405
INTEGRA LIFESCIENCES HLDGS C(IART)000012,2720.78%+12,272
ETSY INC(ETSY)00006,2240.40%+6,224
TYLER TEX INDPT SCH DIST(TYL)00007,0950.45%+7,095
ELI LILLY & CO(LLY)13,68413,098-5867,3507,6350.48%+285
INTERNATIONAL BUSINESS MACHS(IBM)010,130+10,13001,6570.11%+1,657
NCL CORP LTD(NCLH)00002,2950.15%+2,295
PERSPECTIVE THERAPEUTICS INC01,582,100+1,582,10006360.04%+636
NVIDIA CORPORATION(NVDA)1,6791,868+1897309250.06%+195
SALESFORCE INC(CRM)02,898+2,89807630.05%+763
JAMF HLDG CORP00009,0900.58%+9,090
ESSEX PPTY TR INC(ESS)04,055+4,05501,0050.06%+1,005
HOME DEPOT INC(HD)03,260+3,26001,1300.07%+1,130
SOUTHWEST AIRLS CO(LUV)00007,9870.51%+7,987
WELLS FARGO CO NEW(WFC)013,896+13,89606840.04%+684
SELECT SECTOR SPDR TR
ST STR TECHN ETF
00006580.04%+658
ENVESTNET INC0008,7878,8830.56%+96
LINCOLN ELEC HLDGS INC(LECO)02,200+2,20004780.03%+478
FORD MTR CO DEL(F)00006,0000.38%+6,000
COSTCO WHSL CORP NEW(COST)770766-44355060.03%+71
CRANE COMPANY(CR)2,0002,00001782360.01%+59
BERKSHIRE HATHAWAY INC DEL5502,6572,7130.17%+56
BROADCOM INC(AVGO)75105+30621170.01%+55
ABBOTT LABS04,010+4,01004410.03%+441
JOHN BEAN TECHNOLOGIES CORP(JBTM)00008,8020.56%+8,802
ALPHABET INC(GOOG)5,0155,070+556567080.04%+52
BOEING CO(BA)0700+70001820.01%+182
VANGUARD INDEX FDS00004180.03%+418
INTEGRAL AD SCIENCE HLDNG CO015,850+15,85002280.01%+228
AMERICAN EXPRESS CO(AXP)0982+98201840.01%+184
DISNEY WALT CO(DIS)03,630+3,63003280.02%+328
S&P GLOBAL INC(SPGI)0346+34601520.01%+152
ABBVIE INC(ABBV)4,9164,91607337620.05%+29
AKOYA BIOSCIENCES INC0126,131+126,13106160.04%+616
LYFT INC(LYFT)6,0996,099064910.01%+27
DOCUSIGN INC(DOCU)01,500+1,5000890.01%+89
AIRBNB INC1,5151,715+2002082330.01%+26
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