OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRNO | 556K | $34.13M |
 | LTH | 520K | $14.00M |
 | BSX | 442K | $27.75M |
 | VCEL | 401K | $12.90M |
 | BRO | 397K | $25.91M |
 | SLB | 373K | $19.19M |
 | USFD | 354K | $32.65M |
 | ATRC | 350K | $9.98M |
 | ALHC | 347K | $6.11M |
 | GOOG | 327K | $93.85M |
 | CP | 322K | $25.35M |
 | AMZN | 259K | $53.96M |
 | AWK | 256K | $34.90M |
 | WCN | 241K | $39.11M |
 | NVDA | 229K | $39.88M |
 | TWST | 211K | $10.03M |
 | HNGE | 210K | $8.11M |
 | CHYM | 205K | $3.84M |
 | LAMR | 201K | $25.49M |
 | DHR | 191K | $36.21M |
Terreno Realty Corporation
TRNO
Shares Held
556K
Value
$34.13M
Life Time Group Holdings, Inc.
LTH
Shares Held
520K
Value
$14.00M
Boston Scientific Corporation
BSX
Shares Held
442K
Value
$27.75M
Vericel Corporation
VCEL
Shares Held
401K
Value
$12.90M
Brown & Brown, Inc.
BRO
Shares Held
397K
Value
$25.91M
Slb N.V.
SLB
Shares Held
373K
Value
$19.19M
US Foods Holding Corp.
USFD
Shares Held
354K
Value
$32.65M
AtriCure, Inc.
ATRC
Shares Held
350K
Value
$9.98M
Alignment Healthcare, Inc.
ALHC
Shares Held
347K
Value
$6.11M
Alphabet Inc.
GOOG
Shares Held
327K
Value
$93.85M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
322K
Value
$25.35M
Amazon.com, Inc.
AMZN
Shares Held
259K
Value
$53.96M
American Water Works Company, Inc.
AWK
Shares Held
256K
Value
$34.90M
Waste Connections, Inc.
WCN
Shares Held
241K
Value
$39.11M
NVIDIA Corporation
NVDA
Shares Held
229K
Value
$39.88M
Twist Bioscience Corporation
TWST
Shares Held
211K
Value
$10.03M
Hinge Health, Inc.
HNGE
Shares Held
210K
Value
$8.11M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
205K
Value
$3.84M
Lamar Advertising Company
LAMR
Shares Held
201K
Value
$25.49M
Danaher Corporation
DHR
Shares Held
191K
Value
$36.21M