OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRNO | 575K | $33.78M |
 | LTH | 483K | $12.83M |
 | AMPX | 455K | $3.59M |
 | BRO | 426K | $33.93M |
 | CHYM | 422K | $10.63M |
 | USFD | 392K | $29.49M |
 | GOOG | 359K | $112.72M |
 | AMZN | 336K | $77.63M |
 | VITL | 336K | $10.72M |
 | MGY | 326K | $7.13M |
 | CP | 324K | $23.83M |
 | VCEL | 323K | $11.63M |
 | AWK | 303K | $39.55M |
 | BSX | 269K | $25.69M |
 | TWST | 257K | $8.15M |
 | LAMR | 256K | $32.38M |
 | WAY | 253K | $8.29M |
 | WCN | 238K | $41.68M |
 | PRCT | 237K | $7.47M |
 | ATRC | 204K | $8.05M |
Terreno Realty Corporation
TRNO
Shares Held
575K
Value
$33.78M
Life Time Group Holdings, Inc.
LTH
Shares Held
483K
Value
$12.83M
Amprius Technologies, Inc.
AMPX
Shares Held
455K
Value
$3.59M
Brown & Brown, Inc.
BRO
Shares Held
426K
Value
$33.93M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
422K
Value
$10.63M
US Foods Holding Corp.
USFD
Shares Held
392K
Value
$29.49M
Alphabet Inc.
GOOG
Shares Held
359K
Value
$112.72M
Amazon.com, Inc.
AMZN
Shares Held
336K
Value
$77.63M
Vital Farms, Inc.
VITL
Shares Held
336K
Value
$10.72M
Magnolia Oil & Gas Corporation
MGY
Shares Held
326K
Value
$7.13M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
324K
Value
$23.83M
Vericel Corporation
VCEL
Shares Held
323K
Value
$11.63M
American Water Works Company, Inc.
AWK
Shares Held
303K
Value
$39.55M
Boston Scientific Corporation
BSX
Shares Held
269K
Value
$25.69M
Twist Bioscience Corporation
TWST
Shares Held
257K
Value
$8.15M
Lamar Advertising Company
LAMR
Shares Held
256K
Value
$32.38M
Waystar Holding Corp.
WAY
Shares Held
253K
Value
$8.29M
Waste Connections, Inc.
WCN
Shares Held
238K
Value
$41.68M
PROCEPT BioRobotics Corporation
PRCT
Shares Held
237K
Value
$7.47M
AtriCure, Inc.
ATRC
Shares Held
204K
Value
$8.05M