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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 Q2 2024 · Filed August 14, 2024 · Accession 0001085146-24-003907

Total Value
$1.94B
Positions
243
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (243)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT183,807$82.2M4.24%
2BIOMARIN PHARMACEUTICAL INCBMRN82,159,000$81.7M4.22%
3JAZZ INVESTMENTS I LTD472145AD370,510,000$70.2M3.62%
4PEGASYSTEMS INCPEGA70,000,000$67.6M3.49%
5ALPHABET INCGOOG347,413$63.7M3.29%
6BLACKLINE INCBL52,581,000$52.4M2.71%
7AMAZON COM INCAMZN231,712$44.8M2.31%
8ANALOG DEVICES INCADI142,827$32.6M1.68%
9MICROSOFT CORPMSFT67,220$30.0M1.55%
10ADOBE INCADBE52,105$28.9M1.50%
11TARGET CORPTGT194,350$28.8M1.49%
12BECTON DICKINSON & COBDX122,858$28.7M1.48%
13WASTE CONNECTIONS INCWCN161,258$28.3M1.46%
14ROSS STORES INCROST189,214$27.5M1.42%
15VISA INCV103,160$27.1M1.40%
16ALPHABET INCGOOG145,135$26.6M1.38%
17LENDINGTREE INCTREE28,017,000$26.1M1.35%
18EASTGROUP PPTYS INC277276101152,925$26.0M1.34%
19AIR PRODS & CHEMS INCAIIR100,439$25.9M1.34%
20PROGRESSIVE CORP743315103119,694$24.9M1.28%
21BROWN & BROWN INCBRO277,825$24.8M1.28%
22L3HARRIS TECHNOLOGIES INCLHX104,853$23.5M1.22%
23ADVANCED MICRO DEVICES INCAMD142,660$23.1M1.20%
24BROADCOM INCAVGO14,069$22.6M1.17%
25THERMO FISHER SCIENTIFIC INCTMO39,396$21.8M1.13%
26LAMAR ADVERTISING CO NEWLAMR179,000$21.4M1.11%
27KEYSIGHT TECHNOLOGIES INCKEYS155,311$21.2M1.10%
28BOSTON SCIENTIFIC CORPBSX272,542$21.0M1.08%
29AUTOZONE INCAZO6,720$19.9M1.03%
30APPLIED MATLS INC03822210580,785$19.1M0.99%
31UNITEDHEALTH GROUP INCUNH37,005$18.8M0.97%
32AMAZON COM INCAMZN96,456$18.6M0.96%
33DANAHER CORPORATION23585110270,808$17.7M0.91%
34AMETEK INCAME102,205$17.0M0.88%
35OLD DOMINION FREIGHT LINE INODFL95,835$16.9M0.87%
36MICRON TECHNOLOGY INCMU128,524$16.9M0.87%
37HAEMONETICS CORP MASSHAE18,000,000$16.2M0.84%
38AGILENT TECHNOLOGIES INCA122,578$15.9M0.82%
39UNION PAC CORPUNP67,835$15.3M0.79%
40FIRSTSERVICE CORP NEWFSV94,628$14.4M0.74%
41SKECHERS U S A INC830566105202,800$14.0M0.72%
42GUIDEWIRE SOFTWARE INCGWRE96,260$13.3M0.69%
43META PLATFORMS INCMETA25,346$12.8M0.66%
44EZCORP INCEZPW12,750,000$12.4M0.64%
45BIO-TECHNE CORPTECH172,513$12.4M0.64%
46E L F BEAUTY INCELF57,574$12.1M0.63%
47DUOLINGO INCDUOL57,434$12.0M0.62%
48ENSIGN GROUP INCENSG96,185$11.9M0.61%
49MACOM TECH SOLUTIONS HLDGS I55405Y100106,080$11.8M0.61%
50INNOSPEC INCIOSP94,595$11.7M0.60%
51TARGET CORPTGT78,373$11.6M0.60%
52KBR INCKBR180,675$11.6M0.60%
53GENERAC HLDGS INCGNRC86,435$11.4M0.59%
54PROGRESSIVE CORP74331510352,570$10.9M0.56%
55WASTE CONNECTIONS INCWCN62,126$10.9M0.56%
56ANALOG DEVICES INCADI47,094$10.7M0.56%
57AGILYSYS INCAGYS102,655$10.7M0.55%
58PROCEPT BIOROBOTICS CORPPRCT172,345$10.5M0.54%
59ADOBE INCADBE18,910$10.5M0.54%
60ROSS STORES INCROST72,103$10.5M0.54%
61VISA INCV39,763$10.4M0.54%
62BECTON DICKINSON & COBDX44,451$10.4M0.54%
63ADVANCED MICRO DEVICES INCAMD63,690$10.3M0.53%
64AIR PRODS & CHEMS INCAIIR39,581$10.2M0.53%
65CAVCO INDS INC DEL14956810729,272$10.1M0.52%
66ELI LILLY & COLLY11,134$10.1M0.52%
67MODINE MFG CO60782810099,530$10.0M0.52%
68L3HARRIS TECHNOLOGIES INCLHX43,790$9.8M0.51%
69SWEETGREEN INCSG324,410$9.8M0.51%
70LAMAR ADVERTISING CO NEWLAMR81,449$9.7M0.50%
71BOSTON SCIENTIFIC CORPBSX125,801$9.7M0.50%
72ONTO INNOVATION INCONTO43,702$9.6M0.50%
73MAGNOLIA OIL & GAS CORPMGY375,465$9.5M0.49%
74JAMF HLDG CORP47074LAB110,600,000$9.4M0.49%
75BROWN & BROWN INCBRO103,226$9.2M0.48%
76NATERA INCNTRA84,820$9.2M0.47%
77JOHN BEAN TECHNOLOGIES CORPJBTM9,700,000$8.9M0.46%
78APPLIED MATLS INC03822210537,299$8.8M0.45%
79VERRA MOBILITY CORPVRRM322,595$8.8M0.45%
80EASTGROUP PPTYS INC27727610151,453$8.8M0.45%
81SYNOPSYS INCSNPS14,699$8.7M0.45%
82UFP TECHNOLOGIES INCUFPT32,646$8.6M0.45%
83TRANSMEDICS GROUP INCTMDX56,740$8.5M0.44%
84FIRST WATCH RESTAURANT GROUPFWRG485,565$8.5M0.44%
85AUTOZONE INCAZO2,818$8.4M0.43%
86THERMO FISHER SCIENTIFIC INCTMO14,889$8.2M0.43%
87SOUTHWEST AIRLS CO844741BG27,875,000$7.9M0.41%
88KEYSIGHT TECHNOLOGIES INCKEYS56,740$7.8M0.40%
89TYLER TEX INDPT SCH DIST902252AB17,000,000$7.7M0.40%
90AXON ENTERPRISE INCAXON26,024$7.7M0.40%
91PATRICK INDS INC703343AG86,250,000$7.6M0.39%
92BROADCOM INCAVGO4,703$7.6M0.39%
93UNITEDHEALTH GROUP INCUNH14,149$7.2M0.37%
94DANAHER CORPORATION23585110228,578$7.1M0.37%
95RXSIGHT INCRXST116,940$7.0M0.36%
96APPLE INCAAPL32,749$6.9M0.36%
97NOVARTIS AGNVSEF64,427$6.9M0.35%
98MANHATTAN ASSOCIATES INCMANH27,793$6.9M0.35%
99AMICUS THERAPEUTICS INCFOLD689,425$6.8M0.35%
100JAZZ INVESTMENTS I LTD472145AF87,000,000$6.7M0.35%
101MICRON TECHNOLOGY INCMU51,228$6.7M0.35%
102AMETEK INCAME38,602$6.4M0.33%
103ETSY INCETSY7,750,000$6.1M0.32%
104FORD MTR CO DEL345370CZ16,000,000$6.1M0.31%
105OLD DOMINION FREIGHT LINE INODFL34,046$6.0M0.31%
106ACADEMY SPORTS & OUTDOORS INASO112,600$6.0M0.31%
107PROGYNY INCPGNY208,180$6.0M0.31%
108UNION PAC CORPUNP25,394$5.7M0.30%
109AGILENT TECHNOLOGIES INCA42,842$5.6M0.29%
110ACM RESH INC00108J109235,401$5.4M0.28%
111LANTHEUS HLDGS INCLNTH63,650$5.1M0.26%
112SPS COMM INCSPSC27,079$5.1M0.26%
113CLEARWATER ANALYTICS HLDGS ICWAN255,390$4.7M0.24%
114REPLIGEN CORPRGEN36,035$4.5M0.23%
115VIKING THERAPEUTICS INCVKTX83,855$4.4M0.23%
116SYNOPSYS INCSNPS6,955$4.1M0.21%
117AUTODESK INCADSK16,060$4.0M0.21%
118BOOT BARN HLDGS INCBOOT23,785$3.1M0.16%
119SCHWAB STRATEGIC TR80852410248,062$3.0M0.16%
120FAIR ISAAC CORPFICO1,800$2.7M0.14%
121VANGUARD INDEX FDS9229083635,047$2.5M0.13%
122BERKSHIRE HATHAWAY INC DELBRK-A4$2.4M0.13%
123PROCTER AND GAMBLE CO74271810914,521$2.4M0.12%
124ENTERPRISE PRODS PARTNERS L29379210776,990$2.2M0.12%
125NOVARTIS AGNVSEF16,762$1.8M0.09%
126BERKSHIRE HATHAWAY INC DELBRK-A3,782$1.5M0.08%
127ISHARES TR46428754915,757$1.5M0.08%
128INTERNATIONAL BUSINESS MACHSINTR8,560$1.5M0.08%
129NVIDIA CORPORATIONNVDA11,865$1.5M0.08%
130NORFOLK SOUTHN CORP6558441086,081$1.3M0.07%
131ESSEX PPTY TR INC2971781054,055$1.1M0.06%
132WORKDAY INCWDAY4,000$894,2400.05%
133ALPHABET INCGOOG4,817$877,4170.05%
134PROCTER AND GAMBLE CO7427181095,236$863,5210.04%
135EXXON MOBIL CORPXOM7,125$820,2300.04%
136SCHWAB STRATEGIC TR80852450810,147$789,7410.04%
137SELECT SECTOR SPDR TR81369Y8033,421$773,9330.04%
138HOME DEPOT INCHD2,243$772,1300.04%
139COSTCO WHSL CORP NEW22160K105897$762,4410.04%
140ABBVIE INCABBV4,401$754,8600.04%
141SALESFORCE INCCRM2,695$692,8850.04%
142JOHNSON & JOHNSONJNJ4,660$681,1050.04%
143PALANTIR TECHNOLOGIES INCPLTR24,400$618,0520.03%
144BERKSHIRE HATHAWAY INC DELBRK-A1$612,2410.03%
145MERCK & CO INCMRK4,375$541,6250.03%
146PERSPECTIVE THERAPEUTICS INCCATX53,830$536,6850.03%
147PIMCO ETF TR72201R7835,370$497,7990.03%
148NORFOLK SOUTHN CORP6558441081,990$427,2330.02%
149ISHARES TR46432F8599,000$426,3300.02%
150PROSHARES TR74348A4674,427$425,5590.02%
151JOHNSON & JOHNSONJNJ2,787$407,3480.02%
152VANGUARD INDEX FDS9229086522,399$404,9750.02%
153EXXON MOBIL CORPXOM3,452$397,3940.02%
154ABBOTT LABSABLZF3,790$393,8190.02%
155PERSPECTIVE THERAPEUTICS INCCATX37,463$373,5060.02%
156ENTERPRISE PRODS PARTNERS L29379210712,290$356,1640.02%
157HOME DEPOT INCHD1,017$350,0920.02%
158LINCOLN ELEC HLDGS INC5339001061,800$339,5520.02%
159ELI LILLY & COLLY351$317,7880.02%
160DISNEY WALT CO2546871063,140$311,7710.02%
161AKOYA BIOSCIENCES INC00974H104126,131$295,1470.02%
162CRANE COMPANYCR2,000$289,9600.01%
163BERKLEY W R CORPWRB-PH3,527$277,1520.01%
164CHEVRON CORP NEWCVX1,700$265,9140.01%
165ORACLE CORPORCL-PD1,845$260,5140.01%
166AIRBNB INCABNB1,715$260,0450.01%
167WELLS FARGO CO NEW9497461014,141$245,9340.01%
168FISERV INCFISV1,569$233,8440.01%
169VANGUARD INDEX FDS922908736614$229,6420.01%
170ALPHA TEKNOVA INCTKNO155,170$212,5830.01%
171APPLE INCAAPL1,000$210,6200.01%
172PEPSICO INCPEP1,224$201,8740.01%
173AMERICAN EXPRESS COAXP858$198,6700.01%
174TESLA INCTSLA1,000$197,8800.01%
175GALLAGHER ARTHUR J & CO363576109757$196,2980.01%
176HONEYWELL INTL INC438516106821$175,3170.01%
177VANGUARD STAR FDS9219097682,671$161,0740.01%
178S&P GLOBAL INCSPGI360$160,5600.01%
179HEICO CORP NEWHEI-A671$150,0420.01%
180LEVI STRAUSS & CO NEWLEVI7,675$147,9740.01%
181VANGUARD ADMIRAL FDS INC9219328281,500$147,3150.01%
182BRISTOL-MYERS SQUIBB COCELG-RI3,531$146,6420.01%
183BOEING COBA-PA796$144,8800.01%
184KENVUE INCKVUE7,815$142,0760.01%
185INTEGRAL AD SCIENCE HLDNG CO45828L10814,285$138,8500.01%
186SPDR S&P 500 ETF TRSPY253$137,6880.01%
187INTERNATIONAL BUSINESS MACHSINTR765$132,3070.01%
188SERVICENOW INCNOW164$129,0140.01%
189MID-AMER APT CMNTYS INC59522J103900$128,3490.01%
190FASTENAL COFAST1,979$124,3600.01%
191CRANE NXT COCXT2,000$122,8400.01%
192RTX CORPORATIONRTX1,133$113,7420.01%
193SCHWAB STRATEGIC TR8085247631,986$109,0710.01%
194RELIANCE INCRS374$106,8140.01%
195REALTY INCOME CORPO2,000$105,6400.01%
196AMGEN INCAMGN318$99,3590.01%
197TESLA INCTSLA500$98,9400.01%
198PROLOGIS INC.PLDGP813$91,3080.00%
199NEW FOUND GOLD CORPNFGC31,250$88,4380.00%
200LYFT INCLYFT6,099$85,9960.00%
201ISHARES TR464287200152$83,1790.00%
202INTUITIVE SURGICAL INCISRG177$78,7380.00%
203CONOCOPHILLIPSCOP679$77,6640.00%
204VERIZON COMMUNICATIONS INCVZ1,842$75,9640.00%
205APTARGROUP INCATR510$71,8130.00%
206STARBUCKS CORPSBUX920$71,6220.00%
207HANNON ARMSTRONG SUST INFR C41068X1002,390$70,7440.00%
208METTLER TOLEDO INTERNATIONALMTD50$69,8800.00%
209IDEXX LABS INC45168D104143$69,6700.00%
210ENOVA INTL INC29357K1031,100$68,4750.00%
211NETFLIX INCNFLX100$67,4880.00%
212TJX COS INC NEW872540109600$66,0600.00%
213ASTRAZENECA PLCAZN779$60,7540.00%
214BANK HAWAII CORP0625401091,000$57,2100.00%
215MORGAN STANLEYMS-PQ587$57,0510.00%
216WALGREENS BOOTS ALLIANCE INC9314271084,686$56,6770.00%
217ECOLAB INCECL235$55,9300.00%
218MERCK & CO INCMRK428$52,9860.00%
219US BANCORP DELUSB-PS1,309$51,9670.00%
220ALIGN TECHNOLOGY INCALGN211$50,9420.00%
221EQUIFAX INCEFX210$50,9170.00%
222WASTE MGMT INC DEL94106L109200$42,6680.00%
223VANGUARD WORLD FD921910873206$40,6420.00%
224THE TRADE DESK INC88339J105411$40,1420.00%
225AVANTOR INCAVTR1,886$39,9830.00%
226DISNEY WALT CO254687106400$39,7160.00%
227SUMMIT THERAPEUTICS INCSMMT5,000$39,0000.00%
228CARRIER GLOBAL CORPORATIONCARR500$31,5400.00%
229NIKE INCNKE400$30,1480.00%
230CHEVRON CORP NEWCVX190$29,7200.00%
231OTIS WORLDWIDE CORPOTIS250$24,0650.00%
232MCDONALDS CORPMCD93$23,7000.00%
233OREILLY AUTOMOTIVE INC67103H10720$21,1210.00%
234UBER TECHNOLOGIES INCUBER238$17,2980.00%
235WALMART INCWMT210$14,2190.00%
236COPART INCCPRT260$14,0820.00%
237POOL CORPPOOL41$12,6010.00%
238PULSE BIOSCIENCES INCPLSE1,000$11,1900.00%
239COCA COLA COKO168$10,6930.00%
240NEXTERA ENERGY INCNEE-PW114$8,0720.00%
241RIVIAN AUTOMOTIVE INCRIVN570$7,6490.00%
242VULCAN MATLS CO92916010920$4,9740.00%
243RIVIAN AUTOMOTIVE INCRIVN175$2,3490.00%