OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRNO | 604K | $34.30M |
 | MGY | 450K | $10.74M |
 | CWAN | 446K | $8.05M |
 | GOOG | 440K | $107.05M |
 | BRO | 424K | $39.73M |
 | AMZN | 354K | $77.77M |
 | CP | 337K | $25.12M |
 | LTH | 330K | $9.12M |
 | ATRC | 322K | $11.35M |
 | ADMA | 309K | $4.53M |
 | VCEL | 308K | $9.69M |
 | AWK | 298K | $41.49M |
 | BSX | 284K | $27.75M |
 | LAMR | 264K | $32.38M |
 | DHR | 241K | $47.83M |
 | PRCT | 234K | $8.34M |
 | VITL | 231K | $9.52M |
 | WAY | 219K | $8.29M |
 | GH | 215K | $13.43M |
 | WCN | 214K | $37.59M |
Terreno Realty Corporation
TRNO
Shares Held
604K
Value
$34.30M
Magnolia Oil & Gas Corporation
MGY
Shares Held
450K
Value
$10.74M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
446K
Value
$8.05M
Alphabet Inc.
GOOG
Shares Held
440K
Value
$107.05M
Brown & Brown, Inc.
BRO
Shares Held
424K
Value
$39.73M
Amazon.com, Inc.
AMZN
Shares Held
354K
Value
$77.77M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
337K
Value
$25.12M
Life Time Group Holdings, Inc.
LTH
Shares Held
330K
Value
$9.12M
AtriCure, Inc.
ATRC
Shares Held
322K
Value
$11.35M
ADMA Biologics, Inc.
ADMA
Shares Held
309K
Value
$4.53M
Vericel Corporation
VCEL
Shares Held
308K
Value
$9.69M
American Water Works Company, Inc.
AWK
Shares Held
298K
Value
$41.49M
Boston Scientific Corporation
BSX
Shares Held
284K
Value
$27.75M
Lamar Advertising Company
LAMR
Shares Held
264K
Value
$32.38M
Danaher Corporation
DHR
Shares Held
241K
Value
$47.83M
PROCEPT BioRobotics Corporation
PRCT
Shares Held
234K
Value
$8.34M
Vital Farms, Inc.
VITL
Shares Held
231K
Value
$9.52M
Waystar Holding Corp.
WAY
Shares Held
219K
Value
$8.29M
Guardant Health, Inc.
GH
Shares Held
215K
Value
$13.43M
Waste Connections, Inc.
WCN
Shares Held
214K
Value
$37.59M