Fund HoldingsOSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$2.15B
Total Bought
$288.88M
Total Sold
$319.44M
Net Transaction
-$30.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LYFT INC(LYFT)000072,5463.38%+72,546
AIRBNB INC(ABNB)000066,5403.10%+66,540
NVIDIA CORPORATION(NVDA)0281,781+281,781037,8401.76%+37,840
JPMORGAN CHASE & CO.(JPM)0138,025+138,025033,0861.54%+33,086
PACIRA BIOSCIENCES INC(PCRX)000027,7401.29%+27,740
HAEMONETICS CORP MASS(HAE)00019,70345,9622.14%+26,259
AMERICAN WTR WKS CO INC NEW0203,066+203,066025,2801.18%+25,280
SALESFORCE INC(CRM)69,736116,734+46,99819,08739,0281.82%+19,940
NOVO-NORDISK A S(NVO)000019,5800.91%+19,580
CABLE ONE INC000014,9280.69%+14,928
BOEING CO(BA)083,359+83,359014,7550.69%+14,755
ACV AUCTIONS INC(ACVA)0538,910+538,910011,6400.54%+11,640
ALARM COM HLDGS INC(ALRM)000011,3820.53%+11,382
BROADCOM INC(AVGO)188,881189,226+34532,58243,8702.04%+11,288
WEAVE COMMUNICATIONS INC0645,240+645,240010,2720.48%+10,272
ALPHABET INC(GOOG)0486,569+486,569092,6624.31%+92,662
TRANSCAT INC089,465+89,46509,4600.44%+9,460
AMAZON COM INC(AMZN)356,678345,741-10,93766,46075,8523.53%+9,392
RAMBUS INC DEL(RMBS)0176,745+176,74509,3430.43%+9,343
EZCORP INC00012,60821,5301.00%+8,922
NUVALENT INC(NUVL)0111,065+111,06508,6940.40%+8,694
OKTA INC(OKTA)00007,9670.37%+7,967
LIFE TIME GROUP HOLDINGS INC(LTH)0359,485+359,48507,9520.37%+7,952
E L F BEAUTY INC(ELF)0127,839+127,839016,0500.75%+16,050
VISA INC(V)145,369146,692+1,32339,96946,3602.16%+6,391
AGILYSYS INC(AGYS)126,795152,655+25,86013,81720,1060.94%+6,289
FRESHPET INC(FRPT)84,855119,900+35,04511,60617,7580.83%+6,153
CONMED CORP(CNMD)96,465186,970+90,5056,93812,7960.60%+5,858
LENDINGTREE INC00026,36831,6881.47%+5,320
KLAVIYO INC(KVYO)264,555333,543+68,9889,36013,7550.64%+4,395
UNITEDHEALTH GROUP INC(UNH)51,49168,173+16,68230,10634,4861.60%+4,380
BIO-TECHNE CORP(TECH)169,443245,731+76,28813,54417,7000.82%+4,156
SENTINELONE INC(S)301,235491,597+190,3627,20610,9130.51%+3,708
OLD DOMINION FREIGHT LINE IN(ODFL)129,964161,608+31,64425,81628,5081.33%+2,692
FIRSTSERVICE CORP NEW99,638115,138+15,50018,18020,8420.97%+2,662
ROSS STORES INC(ROST)263,611278,567+14,95639,67642,1391.96%+2,463
CLEARWATER ANALYTICS HLDGS I289,565351,560+61,9957,3129,6750.45%+2,363
CAVCO INDS INC DEL(CVCO)35,98638,501+2,51515,41117,1800.80%+1,770
AMETEK INC142,559143,517+95824,47925,8701.20%+1,392
MACOM TECH SOLUTIONS HLDGS I(MTSI)070,030+70,03009,0980.42%+9,098
GENERAC HLDGS INC(GNRC)88,33098,695+10,36514,03415,3030.71%+1,269
NATERA INC(NTRA)75,91067,315-8,5959,63710,6560.50%+1,019
MODINE MFG CO(MOD)109,275133,727+24,45214,51115,5030.72%+992
AUTOZONE INC(AZO)11,48511,608+12336,17837,1691.73%+991
KEYSIGHT TECHNOLOGIES INC(KEYS)233,203236,736+3,53337,06338,0271.77%+964
REPLIGEN CORP(RGEN)53,44561,685+8,2407,9548,8790.41%+925
PEGASYSTEMS INC(PEGA)00073,19674,0903.45%+894
APPLE INC(AAPL)47,62147,608-1311,09611,9220.55%+826
WIX COM LTD(WIX)00049,73550,3592.34%+623
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
00006120.03%+612
JOHN BEAN TECHNOLOGIES CORP(JBTM)0009,1349,6810.45%+546
INTUIT(INTU)42,78842,977+18926,57127,0111.26%+440
MAGNOLIA OIL & GAS CORP(MGY)445,165480,512+35,34710,87111,2340.52%+363
GUIDEWIRE SOFTWARE INC(GWRE)96,460106,747+10,28717,64617,9950.84%+349
META PLATFORMS INC(META)25,34625,346014,50914,8400.69%+331
AUTODESK INC16,06016,06004,4244,7470.22%+323
DEERE & CO(DE)52,30552,241-6421,82822,1351.03%+306
RXSIGHT INC194,245288,072+93,8279,6029,9040.46%+302
BOSTON SCIENTIFIC CORP(BSX)0331,412+331,412029,6021.38%+29,602
PALANTIR TECHNOLOGIES INC(PLTR)19,52012,492-7,0287269450.04%+219
VANGUARD INDEX FDS0001363450.02%+209
ENTERPRISE PRODS PARTNERS L(EPD)087,815+87,81502,7540.13%+2,754
JAMF HLDG CORP00010,50310,6290.49%+126
JAZZ INVESTMENTS I LTD(JAZZ)0007,0027,1210.33%+119
ALPHABET INC(GOOG)04,817+4,81709120.04%+912
ISHARES BITCOIN TRUST ETF(IBIT)0000870.00%+87
FAIR ISAAC CORP(FICO)1,7701,77003,4403,5240.16%+84
TESLA INC(TSLA)0500+50002020.01%+202
WORKDAY INC(WDAY)4,0004,00009781,0320.05%+54
AXON ENTERPRISE INC(AXON)27,71918,721-8,99811,07711,1260.52%+50
SCHWAB STRATEGIC TR0003,1583,2050.15%+47
DISNEY WALT CO(DIS)02,965+2,96503300.02%+330
SNAP INC(SNAP)04,000+4,0000430.00%+43
FISERV INC(FISV)01,318+1,31802710.01%+271
SERVICENOW INC(NOW)0164+16401740.01%+174
AMERICAN EXPRESS CO(AXP)85885802332550.01%+22
COSTCO WHSL CORP NEW(COST)0627+62705750.03%+575
NETFLIX INC(NFLX)0100+1000890.00%+89
BRISTOL-MYERS SQUIBB CO(BMY)3,5313,53101832000.01%+17
HONEYWELL INTL INC(HON)0821+82101850.01%+185
MORGAN STANLEY(MS)0587+5870740.00%+74
ETSY INC(ETSY)0006,3546,3670.30%+12
CHEVRON CORP NEW(CVX)01,850+1,85002680.01%+268
BERKLEY W R CORP5,2905,29003003100.01%+9
BANK HAWAII CORP01,000+1,0000710.00%+71
AIRBNB INC01,715+1,71502250.01%+225
RIVIAN AUTOMOTIVE INC(RIVN)01,175+1,1750160.00%+16
WALMART INC(WMT)450450036410.00%+4
CRANE NXT CO(CXT)02,000+2,00001160.01%+116
PRUDENTIAL FINL INC(PFH)032+32040.00%+4
SPDR S&P 500 ETF TR(SPY)00001480.01%+148
US BANCORP DEL(USB)01,309+1,3090630.00%+63
TIDAL ETF TR000020.00%+2
TJX COS INC NEW(TJX)0600+6000720.00%+72
ISHARES TR0000890.00%+89
WALGREENS BOOTS ALLIANCE INC03,536+3,5360330.00%+33
COPART INC(CPRT)0260+2600150.00%+15
FASTENAL CO(FAST)01,979+1,97901420.01%+142
LYFT INC(LYFT)06,099+6,0990790.00%+79
OREILLY AUTOMOTIVE INC(ORLY)020+200240.00%+24
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