Stock Taper 
OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ferguson plc | FERG | 115.64K | $27.45M |
 Twist Bioscience Corporation | TWST | 111.46K | $11.47M |
 Repligen Corporation | RGEN | 111K | $15.14M |
 Novanta Inc. | NOVT | 105.13K | $17.06M |
 Hinge Health, Inc. | HNGE | 103.55K | $8.59M |
 Guardant Health, Inc. | GH | 97.32K | $14.6M |
 Arthur J. Gallagher & Co. | AJG | 91.97K | $21.11M |
 FirstService Corporation | FSV | 91.74K | $13.04M |
 DigitalOcean Holdings, Inc. | DOCN | 91.53K | $14.37M |
 Enterprise Products Partners L.P. | EPD | 87.81K | $3.23M |
 Novartis AG | NVS | 82.4K | $12.91M |
 Applied Materials, Inc. | AMAT | 81.32K | $58.79M |
 Boot Barn Holdings, Inc. | BOOT | 81.02K | $13.31M |
 Twilio Inc. | TWLO | 80.59K | $16.63M |
 Lattice Semiconductor Corporation | LSCC | 79.86K | $12.22M |
 Intercontinental Exchange, Inc. | ICE | 76.74K | $9.45M |
 Turning Point Brands, Inc. | TPB | 76.08K | $6.45M |
 Nextpower Inc. | NXT | 74.67K | $8.9M |
 VSE Corporation | VSEC | 71.7K | $16.38M |
 SPX Technologies, Inc. | SPXC | 71.11K | $17.43M |