Stock Taper 
OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Air Products and Chemicals, Inc. | APD | 70.43K | $20.65M |
 Synopsys, Inc. | SNPS | 67.6K | $30.15M |
 Agilysys, Inc. | AGYS | 62.44K | $6.52M |
 Semtech Corporation | SMTC | 60.45K | $9.78M |
 Arrowhead Pharmaceuticals, Inc. | ARWR | 50.31K | $4.1M |
 Eli Lilly and Company | LLY | 43.6K | $52.29M |
 Deere & Company | DE | 43.07K | $27.32M |
 Keysight Technologies, Inc. | KEYS | 42.32K | $14.82M |
 Corpay, Inc. | CPAY | 40.87K | $13.62M |
 Glaukos Corporation | GKOS | 40.54K | $5.67M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 25.4K | $9.66M |
 Labcorp Holdings Inc. | LH | 25.24K | $7.07M |
 Meta Platforms, Inc. | META | 24.88K | $14.01M |
 L3Harris Technologies, Inc. | LHX | 22.27K | $6.47M |
 Public Storage | PSA | 20.96K | $6.67M |
 Dave Inc. | DAVE | 17.67K | $6.58M |
 SiTime Corporation | SITM | 16.67K | $12.43M |
 The Procter & Gamble Company | PG | 15.96K | $2.34M |
 AutoZone, Inc. | AZO | 12.51K | $39.99M |
 Autodesk, Inc. | ADSK | 12K | $2.33M |