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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OSTERWEIS CAPITAL MANAGEMENT INC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001007524-25-000003

Total Value
$2.22B
Positions
320
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INCGOOG322,912$78.6M3.55%
2MICROSOFT CORPMSFT144,477$74.8M3.38%
3AIRBNB INCABNB70,750,000$69.3M3.13%
4CABLE ONE INCCABO70,305,000$68.7M3.10%
5FIVERR INTL LTD33835LAA359,000,000$59.0M2.66%
6AMAZON COM INCAMZN265,467$58.3M2.63%
7DEXCOM INCDXCM54,500,000$54.1M2.44%
8SUMMIT HOTEL PPTYS866082AA854,037,000$53.2M2.40%
9BROADCOM INCAVGO160,472$52.9M2.39%
10HAEMONETICS CORP MASSHAE48,570,000$47.7M2.15%
11AUTOZONE INCAZO8,498$36.5M1.65%
12VISA INCV105,781$36.1M1.63%
13DANAHER CORPORATION235851102179,994$35.7M1.61%
14JPMORGAN CHASE & CO.VYLD108,308$34.2M1.54%
15VAIL RESORTS INCMTN31,704,000$31.3M1.41%
16AMERICAN WTR WKS CO INC NEW030420103224,644$31.3M1.41%
17AIR PRODS & CHEMS INCAIIR113,525$31.0M1.40%
18BROWN & BROWN INCBRO316,339$29.7M1.34%
19APPLIED MATLS INC038222105141,901$29.1M1.31%
20ANALOG DEVICES INCADI116,987$28.7M1.30%
21ALPHABET INCGOOG116,618$28.4M1.28%
22ALARM COM HLDGS INCALRM28,635,000$28.3M1.28%
23WASTE CONNECTIONS INCWCN160,316$28.2M1.27%
24REDFIN CORP75737FAC227,385,000$27.4M1.24%
25PROGRESSIVE CORP743315103109,639$27.1M1.22%
26L3HARRIS TECHNOLOGIES INCLHX85,084$26.0M1.17%
27TERRENO RLTY CORP88146M101454,254$25.8M1.16%
28MICROSOFT CORPMSFT47,287$24.5M1.11%
29LAMAR ADVERTISING CO NEWLAMR189,480$23.2M1.05%
30KEYSIGHT TECHNOLOGIES INCKEYS129,358$22.6M1.02%
31INTUITINTU32,923$22.5M1.01%
32ELI LILLY & COLLY28,419$21.7M0.98%
33FERGUSON ENTERPRISES INCFERG96,324$21.6M0.98%
34AMETEK INCAME111,593$21.0M0.95%
35NVIDIA CORPORATIONNVDA106,048$19.8M0.89%
36BOSTON SCIENTIFIC CORPBSX200,020$19.5M0.88%
37AMAZON COM INCAMZN88,734$19.5M0.88%
38CANADIAN PACIFIC KANSAS CITYCP254,948$19.0M0.86%
39META PLATFORMS INCMETA25,699$18.9M0.85%
40SALESFORCE INCCRM75,853$18.0M0.81%
41BOEING COBA-PA82,647$17.8M0.80%
42FIRSTSERVICE CORP NEWFSV91,594$17.4M0.79%
43SITIME CORPSITM57,231$17.2M0.78%
44LABCORP HOLDINGS INCLH58,715$16.9M0.76%
45BROADCOM INCAVGO50,893$16.8M0.76%
46SYNOPSYS INCSNPS33,955$16.8M0.76%
47INTERCONTINENTAL EXCHANGE IN45866F10494,043$15.8M0.72%
48RAMBUS INC DELRMBS151,560$15.8M0.71%
49ELI LILLY & COLLY19,563$14.9M0.67%
50GUIDEWIRE SOFTWARE INCGWRE64,438$14.8M0.67%
51DEERE & CODE31,527$14.4M0.65%
52AUTOZONE INCAZO3,171$13.6M0.61%
53GUARDANT HEALTH INCGH215,011$13.4M0.61%
54VISA INCV36,310$12.4M0.56%
55DANAHER CORPORATION23585110261,248$12.1M0.55%
56AXOS FINANCIAL INCAX141,955$12.0M0.54%
57APPLE INCAAPL46,451$11.8M0.53%
58CASELLA WASTE SYS INCCWST123,185$11.7M0.53%
59GLAUKOS CORPGKOS142,288$11.6M0.52%
60ATRICURE INCATRC322,080$11.4M0.51%
61SPX TECHNOLOGIES INCSPXC60,778$11.4M0.51%
62JAMF HLDG CORP47074LAB111,600,000$11.2M0.50%
63CECO ENVIRONMENTAL CORPCECO210,032$10.8M0.49%
64MAGNOLIA OIL & GAS CORPMGY449,967$10.7M0.48%
65JPMORGAN CHASE & CO.VYLD33,978$10.7M0.48%
66AMERICAN WTR WKS CO INC NEW03042010373,415$10.2M0.46%
67PROGRESSIVE CORP74331510341,344$10.2M0.46%
68ARTIVION INCAORT240,772$10.2M0.46%
69ZIFF DAVIS INCZD10,595,000$10.2M0.46%
70TREX CO INCTREX195,296$10.1M0.46%
71BROWN & BROWN INCBRO107,252$10.1M0.45%
72JBT MAREL CORPORATIONJBTM9,700,000$9.8M0.44%
73ANALOG DEVICES INCADI39,833$9.8M0.44%
74ENPHASE ENERGY INCENPH10,000,000$9.8M0.44%
75REPLIGEN CORPRGEN72,930$9.7M0.44%
76SERVICETITAN INCTTAN96,510$9.7M0.44%
77LATTICE SEMICONDUCTOR CORPLSCC132,225$9.7M0.44%
78VERICEL CORPVCEL308,055$9.7M0.44%
79AIR PRODS & CHEMS INCAIIR35,532$9.7M0.44%
80VITAL FARMS INCVITL231,415$9.5M0.43%
81NOVARTIS AGNVSEF73,655$9.4M0.43%
82WASTE CONNECTIONS INCWCN53,481$9.4M0.42%
83LAMAR ADVERTISING CO NEWLAMR75,011$9.2M0.41%
84LIFE TIME GROUP HOLDINGS INCLTH330,325$9.1M0.41%
85APPLIED MATLS INC03822210543,845$9.0M0.41%
86MODINE MFG CO60782810062,602$8.9M0.40%
87CORPAY INCCPAY30,499$8.8M0.40%
88L3HARRIS TECHNOLOGIES INCLHX28,250$8.6M0.39%
89TERRENO RLTY CORP88146M101150,150$8.5M0.38%
90PROCEPT BIOROBOTICS CORPPRCT233,685$8.3M0.38%
91WAYSTAR HLDG CORPWAY218,610$8.3M0.37%
92TURNING PT BRANDS INC90041L10583,580$8.3M0.37%
93BOSTON SCIENTIFIC CORPBSX84,182$8.2M0.37%
94KEYSIGHT TECHNOLOGIES INCKEYS46,139$8.1M0.36%
95AGILYSYS INCAGYS76,505$8.1M0.36%
96CLEARWATER ANALYTICS HLDGS ICWAN446,490$8.0M0.36%
97INTUITINTU10,973$7.5M0.34%
98AMETEK INCAME37,071$7.0M0.31%
99ETSY INCETSY7,750,000$6.9M0.31%
100FERGUSON ENTERPRISES INCFERG30,391$6.8M0.31%
101PEBBLEBROOK HOTEL TRPEB-PH6,671,000$6.6M0.30%
102RUBRIK INC.RBRK76,005$6.3M0.28%
103BOEING COBA-PA28,722$6.2M0.28%
104CANADIAN PACIFIC KANSAS CITYCP82,340$6.1M0.28%
105LABCORP HOLDINGS INCLH19,433$5.6M0.25%
106NVIDIA CORPORATIONNVDA29,191$5.4M0.25%
107SALESFORCE INCCRM22,710$5.4M0.24%
108INTERCONTINENTAL EXCHANGE IN45866F10431,120$5.2M0.24%
109SYNOPSYS INCSNPS10,332$5.1M0.23%
110ENSIGN GROUP INCENSG28,845$5.0M0.22%
111DEERE & CODE10,396$4.8M0.21%
112AFFIRM HLDGS INCAFRM63,519$4.6M0.21%
113ADMA BIOLOGICS INCADMA309,031$4.5M0.20%
114AUTODESK INCADSK14,000$4.4M0.20%
115CHIME FINL INC16935C109191,190$3.9M0.17%
116DUTCH BROS INCBROS71,341$3.7M0.17%
117SILICON MOTION TECHNOLOGY COSIMO37,960$3.6M0.16%
118CORPAY INCCPAY12,058$3.5M0.16%
119LITHIA MTRS INC53679710310,914$3.4M0.16%
120FORD MTR CO345370CZ13,000,000$3.0M0.14%
121BERKSHIRE HATHAWAY INC DELBRK-A4$3.0M0.14%
122BERKSHIRE HATHAWAY INC DELBRK-A5,653$2.8M0.13%
123KLAVIYO INCKVYO98,528$2.7M0.12%
124SCHWAB STRATEGIC TR80852410294,262$2.4M0.11%
125ENTERPRISE PRODS PARTNERS L29379210768,720$2.1M0.10%
126AMPRIUS TECHNOLOGIES INCAMPX-WT187,445$2.0M0.09%
127FAIR ISAAC CORPFICO1,298$1.9M0.09%
128PROCTER AND GAMBLE CO74271810912,630$1.9M0.09%
129NOVARTIS AGNVSEF15,022$1.9M0.09%
130MACOM TECH SOLUTIONS HLDGS I55405Y10015,265$1.9M0.09%
131PALANTIR TECHNOLOGIES INCPLTR9,042$1.6M0.07%
132WORKDAY INCWDAY6,000$1.4M0.07%
133VANGUARD INDEX FDS9229083632,352$1.4M0.06%
134ALPHABET INCGOOG5,795$1.4M0.06%
135ESSEX PPTY TR INC2971781054,000$1.1M0.05%
136UNION PAC CORPUNP4,262$1.0M0.05%
137LEVI STRAUSS & CO NEWLEVI40,000$932,0000.04%
138EXXON MOBIL CORPXOM8,198$924,3250.04%
139ABBVIE INCABBV3,734$864,5700.04%
140BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.03%
141PROCTER AND GAMBLE CO7427181094,807$738,5960.03%
142SELECT SECTOR SPDR TR81369Y8032,591$730,2990.03%
143FIRST TR EXCHANGE TRAD FD VI33739H10125,825$668,8560.03%
144ENTERPRISE PRODS PARTNERS L29379210719,095$597,1010.03%
145HOME DEPOT INCHD1,432$580,2320.03%
146ISHARES TR46432F8426,240$544,8140.02%
147ORACLE CORPORCL-PD1,845$518,8880.02%
148PIMCO ETF TR72201R7835,370$513,8020.02%
149AMERICAN EXPRESS COAXP1,525$506,5440.02%
150SCHLUMBERGER LTDSLB14,455$496,8180.02%
151JOHNSON & JOHNSONJNJ2,651$491,5480.02%
152BERKLEY W R CORPWRB-PH6,331$485,0810.02%
153COSTCO WHSL CORP NEW22160K105508$470,2200.02%
154ISHARES TR46432F8599,000$439,5600.02%
155ABBOTT LABSABLZF3,245$434,6350.02%
156MORGAN STANLEYMS-PQ2,583$410,5940.02%
157CRANE COMPANYCR2,000$368,2800.02%
158EXXON MOBIL CORPXOM3,237$364,9720.02%
159WELLS FARGO CO NEW9497461014,307$361,0120.02%
160JOHNSON & JOHNSONJNJ1,780$330,0480.01%
161APPLE INCAAPL1,250$318,2880.01%
162MERCK & CO INCMRK3,755$315,1570.01%
163DISNEY WALT CO2546871062,620$299,9900.01%
164WALMART INCWMT2,767$285,1670.01%
165RTX CORPORATIONRTX1,658$277,4330.01%
166SERVICENOW INCNOW297$273,3230.01%
167ISHARES TR4642875492,053$258,6330.01%
168PNC FINL SVCS GROUP INC6934751051,278$256,7890.01%
169KLA CORPKLAC218$235,1350.01%
170TESLA INCTSLA500$222,3600.01%
171NETFLIX INCNFLX179$214,6070.01%
172CISCO SYS INCCSCO3,067$209,8440.01%
173AIRBNB INCABNB1,715$208,2350.01%
174PROSHARES TR74348A4671,999$206,0490.01%
175VANGUARD STAR FDS9219097682,769$203,4260.01%
176GENERAL DYNAMICS CORPGD594$202,5540.01%
177FASTENAL COFAST3,958$194,1000.01%
178FISERV INCFISV1,496$192,8790.01%
179SOUTHERN COSOMN1,981$187,7390.01%
180AT&T INCT-PC6,234$176,0480.01%
181S&P GLOBAL INCSPGI360$175,2160.01%
182NORFOLK SOUTHN CORP655844108582$174,8390.01%
183MCKESSON CORPMCK226$174,5940.01%
184HONEYWELL INTL INC438516106821$172,8210.01%
185DUKE ENERGY CORP NEWDUKB1,395$172,6310.01%
186HEICO CORP NEWHEI-A531$171,4170.01%
187MARSH & MCLENNAN COS INC571748102841$169,4870.01%
188VANGUARD ADMIRAL FDS INC9219328281,522$168,1300.01%
189BOOKING HOLDINGS INCBKNG31$167,3770.01%
190INTUITIVE SURGICAL INCISRG368$164,5810.01%
191OREILLY AUTOMOTIVE INC67103H1071,515$163,3320.01%
192TJX COS INC NEW8725401091,104$159,5720.01%
193TESLA INCTSLA350$155,6520.01%
194PALO ALTO NETWORKS INCPANW760$154,7510.01%
195COSTAR GROUP INCCSGP1,768$149,1660.01%
196INTERNATIONAL BUSINESS MACHSINTR508$143,3370.01%
197PARKER-HANNIFIN CORPPH187$141,7740.01%
198CROWDSTRIKE HLDGS INCCRWD286$140,2490.01%
199LYFT INCLYFT6,099$134,2390.01%
200KKR & CO INCKKRT1,032$134,1080.01%
201BANK NEW YORK MELLON CORP0640581001,199$130,6430.01%
202THE CIGNA GROUP125523100438$126,2540.01%
203QUANTA SVCS INC74762E102300$124,3260.01%
204MCDONALDS CORPMCD407$123,6830.01%
205PROLOGIS INC.PLDGP1,020$116,8100.01%
206BLACKROCK INCBLK93$108,4260.00%
207LAM RESEARCH CORPLRCX796$106,5840.00%
208WASTE MGMT INC DEL94106L109476$105,1150.00%
209CME GROUP INCCME384$103,7530.00%
210SUMMIT THERAPEUTICS INCSMMT5,000$103,3000.00%
211MARKEL GROUP INCMKL53$101,3020.00%
212VANGUARD INDEX FDS922908652469$98,2300.00%
213CITIGROUP INCC-PR935$94,9030.00%
214NASDAQ INCNDAQ1,000$88,4500.00%
215EMCOR GROUP INCEME136$88,3370.00%
216CHEVRON CORP NEWCVX568$88,2050.00%
217VERTIV HOLDINGS COVRT579$87,3480.00%
218OLD DOMINION FREIGHT LINE INODFL606$85,3130.00%
219MSCI INCMSCI149$84,5440.00%
220AUTOMATIC DATA PROCESSING INADP274$80,4190.00%
221ILLINOIS TOOL WKS INC452308109300$78,2280.00%
222UBER TECHNOLOGIES INCUBER778$76,2210.00%
223NEW FOUND GOLD CORPNFGC31,250$74,0630.00%
224HA SUSTAINABLE INFRA CAP INC41068X1002,390$73,3730.00%
225NORTHROP GRUMMAN CORPNOC119$72,5090.00%
226ISHARES BITCOIN TRUST ETFIBIT1,092$70,9800.00%
227MARRIOTT INTL INC NEW571903202269$70,0580.00%
228SHOPIFY INCSHOP463$68,8060.00%
229ISHARES TR464287200100$66,9300.00%
230TKO GROUP HOLDINGS INCTKO327$66,0410.00%
231VANGUARD INDEX FDS922908736135$64,7270.00%
232ADOBE INCADBE178$62,7900.00%
233METTLER TOLEDO INTERNATIONALMTD50$61,3810.00%
234GALLAGHER ARTHUR J & CO363576109197$61,0190.00%
235MONDELEZ INTL INC609207105966$60,3460.00%
236LOWES COS INC548661107236$59,3090.00%
237PRIMORIS SVCS CORP74164F103431$59,1890.00%
238ENTERGY CORP NEWENO626$58,3370.00%
239VALERO ENERGY CORPVLO341$58,0590.00%
240STARBUCKS CORPSBUX685$57,9510.00%
241PHILIP MORRIS INTL INC718172109357$57,9050.00%
242COCA COLA COKO872$57,8310.00%
243SPDR GOLD TRGLD159$56,5200.00%
244CONOCOPHILLIPSCOP583$55,1460.00%
245EQUIFAX INCEFX210$53,8710.00%
246INGERSOLL RAND INCIR631$52,1330.00%
247INSULET CORPPODD163$50,3230.00%
248EQT CORPEQT921$50,1300.00%
249CASEYS GEN STORES INC14752810388$49,7480.00%
250RELIANCE INCRS174$48,8640.00%
251TRIMBLE INCTRMB589$48,0920.00%
252BROADRIDGE FINL SOLUTIONS IN11133T103199$47,3960.00%
253EOG RES INCEOG389$43,6150.00%
254ESCO TECHNOLOGIES INCESE205$43,2780.00%
255MARTIN MARIETTA MATLS INC57328410668$42,8590.00%
256THERMO FISHER SCIENTIFIC INCTMO88$42,6820.00%
257TRANSUNIONTRU508$42,5600.00%
258SS&C TECHNOLOGIES HLDGS INCSSNC478$42,4270.00%
259AGILENT TECHNOLOGIES INCA324$41,5850.00%
260HOWMET AEROSPACE INCHWM208$40,8160.00%
261EVERCORE INCEVR120$40,4780.00%
262CUMMINS INCCMI95$40,1250.00%
263GRIFFON CORPGFF512$38,9890.00%
264LIBERTY MEDIA CORP DELFWONB371$38,7510.00%
265MICRON TECHNOLOGY INCMU223$37,3120.00%
266ARAMARKARMK958$36,7870.00%
267PALANTIR TECHNOLOGIES INCPLTR200$36,4840.00%
268BANK AMERICA CORP060505104707$36,4740.00%
269GREEN BRICK PARTNERS INCGRBK-PA491$36,2650.00%
270MERCK & CO INCMRK428$35,9220.00%
271AMERICAN ELEC PWR CO INC025537101310$34,8750.00%
272CDW CORPCDW217$34,5640.00%
273AAR CORPAIR383$34,3440.00%
274AZZ INCAZZ313$34,1580.00%
2753M COMMM215$33,3640.00%
276TEXAS INSTRS INC882508104180$33,0710.00%
277APPLOVIN CORPAPP46$33,0530.00%
278AMGEN INCAMGN117$33,0170.00%
279CACI INTL INC12719030465$32,4210.00%
280PEPSICO INCPEP230$32,3010.00%
281AMEREN CORPAEE307$32,0450.00%
282CARLISLE COS INC14233910096$31,5800.00%
283SNAP INCSNAP4,000$30,8400.00%
284WEC ENERGY GROUP INCWEC262$30,0230.00%
285CHEWY INCCHWY715$28,9220.00%
286HUBSPOT INCHUBS61$28,5360.00%
287TRAVELERS COMPANIES INCTRV96$26,8050.00%
288ALIGN TECHNOLOGY INCALGN211$26,4210.00%
289NEWSMAX INCNMAX2,120$26,2880.00%
290SOMNIGROUP INTERNATIONAL INCSGI309$26,0580.00%
291NEXTERA ENERGY INCNEE-PW330$24,9120.00%
292ADVANCED MICRO DEVICES INCAMD150$24,2690.00%
293EXLSERVICE HOLDINGS INCEXLS550$24,2170.00%
294STIFEL FINL CORP860630102212$24,0560.00%
295LPL FINL HLDGS INC50212V10070$23,2880.00%
296ISHARES ETHEREUM TR46438R105735$23,1600.00%
297CBRE GROUP INCCBRE136$21,4280.00%
298SEI INVTS CO784117103246$20,8730.00%
299UFP INDUSTRIES INCUFPI210$19,6330.00%
300MORNINGSTAR INCMORN80$18,5610.00%
301EBAY INC.EBAY198$18,0080.00%
302LENNOX INTL INC52610710734$17,9980.00%
303PULSE BIOSCIENCES INCPLSE1,000$17,7000.00%
304RIVIAN AUTOMOTIVE INCRIVN1,175$17,2490.00%
305ULTA BEAUTY INCULTA30$16,4030.00%
306RB GLOBAL INCRBA145$15,7120.00%
307POOL CORPPOOL41$12,7130.00%
308COPART INCCPRT260$11,6920.00%
309VEEVA SYS INCVEEV37$11,0230.00%
310VERTEX PHARMACEUTICALS INCVRTX21$8,2240.00%
311CHEVRON CORP NEWCVX50$7,7650.00%
312COCA COLA COKO84$5,5710.00%
313ALPHATEC HLDGS INCATEC334$4,8560.00%
314SOLVENTUM CORPSOLV53$3,8690.00%
315VERACYTE INCVCYT86$2,9520.00%
316LIBERTY MEDIA CORP DELFWONB27$2,5710.00%
317BLACKLINE INCBL43$2,2830.00%
318PARAMOUNT SKYDANCE CORPPSKY111$2,1000.00%
319AMERISAFE INCAMSF8$3510.00%
320KONINKLIJKE PHILIPS N VRYLPF4$1090.00%