Stock Taper 
OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Boston Scientific Corporation | BSX | 708.95K | $30.26M |
 Alignment Healthcare, Inc. | ALHC | 604K | $14.38M |
 Terreno Realty Corporation | TRNO | 508.67K | $32.95M |
 AtriCure, Inc. | ATRC | 501.36K | $14.03M |
 Life Time Group Holdings, Inc. | LTH | 429.21K | $17.53M |
 Vericel Corporation | VCEL | 398.37K | $17.72M |
 Slb N.V. | SLB | 363.47K | $16.9M |
 US Foods Holding Corp. | USFD | 353.15K | $36.11M |
 Navan, Inc. | NAVN | 337.64K | $7.72M |
 Alphabet Inc. | GOOG | 322.18K | $113.84M |
 Canadian Pacific Kansas City Ltd. | CP | 304.75K | $26.41M |
 Waystar Holding Corp. | WAY | 281.36K | $5.78M |
 Waste Connections, Inc. | WCN | 278.5K | $46.42M |
 Amazon.com, Inc. | AMZN | 252.72K | $60.23M |
 American Water Works Company, Inc. | AWK | 249.18K | $32.79M |
 Apple Inc. | AAPL | 239.82K | $69.39M |
 NVIDIA Corporation | NVDA | 222.33K | $44.49M |
 Dutch Bros Inc. | BROS | 201.61K | $14.48M |
 Lamar Advertising Company | LAMR | 197.48K | $30.8M |
 Galaxy Digital | GLXY | 194.34K | $5.31M |