Back to OSTERWEIS CAPITAL MANAGEMENT INC

OSTERWEIS CAPITAL MANAGEMENT INC

Q2 2026 13F filing

Updated 27 days ago

280 disclosed positions worth $2.1B

Portfolio value
$2.1B
Total holdings
280
New positions
18
Closed positions
16
Increased
34
Decreased
94
Turnover
12.1%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

G

ALPHABET INC

-2.2%
Value
$84.4M
Shares
239.0K
% Port
3.98%
V
2.VAC

MARRIOTT VACATIONS WORLDWIDE

+26.5%
Value
$62.2M
Shares
63.26M
% Port
2.93%
A

AFFIRM HLDGS INC

Unchanged
Value
$56.6M
Shares
57.50M
% Port
2.67%
A

APPLE INC

+15064.6%
Value
$54.9M
Shares
189.6K
% Port
2.59%
A

AMAZON COM INC

+210.8%
Value
$45.7M
Shares
191.6K
% Port
2.15%
A

APPLIED MATLS INC

+100.4%
Value
$45M
Shares
62.3K
% Port
2.12%
A
7.ADI

ANALOG DEVICES INC

-10.0%
Value
$40.5M
Shares
101.9K
% Port
1.91%
P

PEBBLEBROOK HOTEL TR

+19.8%
Value
$40.3M
Shares
40.57M
% Port
1.90%
M

MICROSOFT CORP

-3.2%
Value
$40M
Shares
107.2K
% Port
1.89%
A
10.AVGO

BROADCOM INC

+191.0%
Value
$39.1M
Shares
103.5K
% Port
1.84%
V
11.V

VISA INC

-1.8%
Value
$36.7M
Shares
106.9K
% Port
1.73%
J

JPMORGAN CHASE & CO

+230.1%
Value
$35.1M
Shares
107.2K
% Port
1.65%
W
13.WCN

WASTE CONNECTIONS INC

+15.1%
Value
$34.9M
Shares
209.6K
% Port
1.65%
?
14.N/A

REDFIN CORP

Value
$34.1M
Shares
35.38M
% Port
1.61%
N
15.NVDA

NVIDIA CORPORATION

-6.2%
Value
$33.5M
Shares
167.4K
% Port
1.58%
L
16.LLY

ELI LILLY & CO

+45.1%
Value
$31.1M
Shares
25.9K
% Port
1.46%
?
17.N/A

ZIFF DAVIS INC

Unchanged
Value
$30.3M
Shares
30.59M
% Port
1.43%
A
18.AZO

AUTOZONE INC

-1.3%
Value
$29.6M
Shares
9.3K
% Port
1.40%
G

ALPHABET INC

-66.0%
Value
$29.4M
Shares
83.2K
% Port
1.39%
D
20.DHR

DANAHER CORP DEL

+212.2%
Value
$26.9M
Shares
141.3K
% Port
1.27%
U
21.USFD

US FOODS HLDG CORP

+161.5%
Value
$26M
Shares
254.5K
% Port
1.23%
A
22.ABBV

ABBVIE INC

+24.4%
Value
$25.8M
Shares
102.6K
% Port
1.22%
T
23.TRNO

TERRENO RLTY CORP

+191.2%
Value
$24.7M
Shares
381.8K
% Port
1.17%
B

BOEING CO

+309.2%
Value
$23.9M
Shares
110.3K
% Port
1.13%
A
25.AWK

AMERICAN WTR WKS CO INC NEW

-3.8%
Value
$23.6M
Shares
179.5K
% Port
1.11%
S
26.SNPS

SYNOPSYS INC

+50.5%
Value
$22.8M
Shares
51.1K
% Port
1.07%
B
27.BSX

BOSTON SCIENTIFIC CORP

+390.3%
Value
$22.8M
Shares
533.9K
% Port
1.07%
P
28.PGR

PROGRESSIVE CORP

-2.4%
Value
$22.3M
Shares
102.1K
% Port
1.05%
L
29.LAMR

LAMAR ADVERTISING CO

-2.1%
Value
$22M
Shares
141.2K
% Port
1.04%
L
30.LLY

ELI LILLY & CO

-0.9%
Value
$21.2M
Shares
17.7K
% Port
1.00%
F
31.FERG

FERGUSON ENTERPRISES INC

-2.1%
Value
$21.1M
Shares
88.9K
% Port
0.99%
A
32.AME

AMETEK INC

+208.4%
Value
$21.1M
Shares
87.2K
% Port
0.99%
N
33.NVR

NVR INC

+41.9%
Value
$20.4M
Shares
3.0K
% Port
0.96%
C
34.CP

CANADIAN PACIFIC KANSAS CITY

-6.7%
Value
$20M
Shares
230.5K
% Port
0.94%
D
35.DE

DEERE & CO

+151.7%
Value
$19.5M
Shares
30.8K
% Port
0.92%
V
36.VCEL

VERICEL CORP

-0.7%
Value
$17.7M
Shares
398.4K
% Port
0.84%
L
37.LTH

LIFE TIME GROUP HOLDINGS INC

-17.4%
Value
$17.5M
Shares
429.2K
% Port
0.83%
S
38.SPXC

SPX TECHNOLOGIES INC

+45.2%
Value
$17.4M
Shares
71.1K
% Port
0.82%
N

NOVANTA INC

-1.8%
Value
$17.1M
Shares
105.1K
% Port
0.80%
C
40.CDNL

CARDINAL INFRASTRUCTURE GROU

+5.6%
Value
$16.9M
Shares
179.5K
% Port
0.80%
T
41.TWLO

TWILIO INC

+22.2%
Value
$16.6M
Shares
80.6K
% Port
0.78%
V

VSE CORP

-1.3%
Value
$16.4M
Shares
71.7K
% Port
0.77%
A
43.AX

AXOS FINANCIAL INC

+1.2%
Value
$16.1M
Shares
165.7K
% Port
0.76%
A
44.AJG

GALLAGHER ARTHUR J & CO

Value
$16.1M
Shares
70.2K
% Port
0.76%
L
45.LOAR

LOAR HOLDINGS INC

+36.5%
Value
$15.2M
Shares
188.9K
% Port
0.72%
R
46.RGEN

REPLIGEN CORP

+20.4%
Value
$15.1M
Shares
111.0K
% Port
0.71%
G
47.GH

GUARDANT HEALTH INC

-34.7%
Value
$14.6M
Shares
97.3K
% Port
0.69%
?
48.N/A

UPWORK INC

Unchanged
Value
$14.6M
Shares
14.68M
% Port
0.69%
A
49.AMZN

AMAZON COM INC

-0.8%
Value
$14.6M
Shares
61.1K
% Port
0.69%
A
50.AAPL

APPLE INC

+3920.8%
Value
$14.5M
Shares
50.3K
% Port
0.69%