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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 2025 · Filed August 14, 2025 · Accession 0001085146-25-005142

Total Value
$2.09B
Positions
327
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT172,884$86.0M4.11%
2AIRBNB INCABNB70,750,000$68.4M3.27%
3CABLE ONE INCCABO70,305,000$66.7M3.19%
4ALPHABET INCGOOG348,470$61.8M2.96%
5AMAZON COM INCAMZN264,313$58.0M2.77%
6WIX COM LTDWIX51,943,000$51.8M2.48%
7INTEGRA LIFESCIENCES HLDGS CIART52,201,000$51.7M2.48%
8HAEMONETICS CORP MASSHAE48,570,000$47.0M2.25%
9BROADCOM INCAVGO162,672$44.8M2.15%
10LENDINGTREE INCTREE37,142,000$36.9M1.77%
11VISA INCV103,949$36.9M1.77%
12DANAHER CORPORATION235851102178,537$35.3M1.69%
13AIR PRODS & CHEMS INCAIIR113,124$31.9M1.53%
14AUTOZONE INCAZO8,523$31.6M1.51%
15JPMORGAN CHASE & CO.VYLD107,486$31.2M1.49%
16AMERICAN WTR WKS CO INC NEW030420103221,323$30.8M1.47%
17PACIRA BIOSCIENCES INCPCRX30,327,000$30.1M1.44%
18WASTE CONNECTIONS INCWCN156,950$29.3M1.40%
19L3HARRIS TECHNOLOGIES INCLHX116,351$29.2M1.40%
20WAYFAIR INCW28,579,000$28.0M1.34%
21ANALOG DEVICES INCADI117,236$27.9M1.34%
22MICROSOFT CORPMSFT55,440$27.6M1.32%
23BROWN & BROWN INCBRO247,691$27.5M1.31%
24FERGUSON ENTERPRISES INCFERG121,515$26.5M1.27%
25PROGRESSIVE CORP74331510395,582$25.5M1.22%
26APPLIED MATLS INC038222105139,298$25.5M1.22%
27INTUITINTU32,245$25.4M1.22%
28TERRENO RLTY CORP88146M101449,885$25.2M1.21%
29KEYSIGHT TECHNOLOGIES INCKEYS148,111$24.3M1.16%
30ALPHABET INCGOOG134,676$23.9M1.14%
31LAMAR ADVERTISING CO NEWLAMR188,777$22.9M1.10%
32BOSTON SCIENTIFIC CORPBSX198,411$21.3M1.02%
33SALESFORCE INCCRM74,902$20.4M0.98%
34AMETEK INCAME110,507$20.0M0.96%
35AMAZON COM INCAMZN89,814$19.7M0.94%
36META PLATFORMS INCMETA25,474$18.8M0.90%
37RAMBUS INC DELRMBS284,410$18.2M0.87%
38FIRSTSERVICE CORP NEWFSV102,698$17.9M0.86%
39OKTA INCOKTA17,721,000$17.6M0.84%
40SYNOPSYS INCSNPS33,727$17.3M0.83%
41BOEING COBA-PA81,527$17.1M0.82%
42NVIDIA CORPORATIONNVDA104,912$16.6M0.79%
43DEERE & CODE30,957$15.7M0.75%
44GUIDEWIRE SOFTWARE INCGWRE65,069$15.3M0.73%
45LABCORP HOLDINGS INCLH58,248$15.3M0.73%
46ALARM COM HLDGS INCALRM15,000,000$14.6M0.70%
47BROADCOM INCAVGO51,701$14.3M0.68%
48OLD DOMINION FREIGHT LINE INODFL86,138$14.0M0.67%
49MAGNOLIA OIL & GAS CORPMGY575,012$12.9M0.62%
50VISA INCV36,117$12.8M0.61%
51VITAL FARMS INCVITL332,300$12.8M0.61%
52GUARDANT HEALTH INCGH240,316$12.5M0.60%
53DANAHER CORPORATION23585110262,689$12.4M0.59%
54AUTOZONE INCAZO3,201$11.9M0.57%
55JAMF HLDG CORP47074LAB111,600,000$11.0M0.52%
56ATRICURE INCATRC315,530$10.3M0.49%
57SITIME CORPSITM48,183$10.3M0.49%
58AMERICAN WTR WKS CO INC NEW03042010373,620$10.2M0.49%
59AIR PRODS & CHEMS INCAIIR35,860$10.1M0.48%
60ZIFF DAVIS INCZD10,595,000$10.1M0.48%
61CORPAY INCCPAY30,283$10.0M0.48%
62APPLE INCAAPL48,568$10.0M0.48%
63WASTE CONNECTIONS INCWCN53,311$10.0M0.48%
64JPMORGAN CHASE & CO.VYLD34,275$9.9M0.48%
65GLAUKOS CORPGKOS94,373$9.7M0.47%
66VERICEL CORPVCEL228,275$9.7M0.46%
67PROCEPT BIOROBOTICS CORPPRCT168,615$9.7M0.46%
68JBT MAREL CORPORATIONJBTM9,700,000$9.7M0.46%
69LITHIA MTRS INC53679710328,589$9.7M0.46%
70PROGRESSIVE CORP74331510336,056$9.6M0.46%
71ANALOG DEVICES INCADI40,296$9.6M0.46%
72LAMAR ADVERTISING CO NEWLAMR75,546$9.2M0.44%
73BROWN & BROWN INCBRO82,532$9.2M0.44%
74BOSTON SCIENTIFIC CORPBSX84,797$9.1M0.44%
75L3HARRIS TECHNOLOGIES INCLHX36,217$9.1M0.43%
76KEYSIGHT TECHNOLOGIES INCKEYS55,124$9.0M0.43%
77AFFIRM HLDGS INCAFRM128,845$8.9M0.43%
78NOVARTIS AGNVSEF73,319$8.9M0.42%
79CLEARWATER ANALYTICS HLDGS ICWAN402,600$8.8M0.42%
80MODINE MFG CO60782810089,252$8.8M0.42%
81AGILYSYS INCAGYS76,505$8.8M0.42%
82INTUITINTU11,029$8.7M0.42%
83TERRENO RLTY CORP88146M101151,140$8.5M0.41%
84ELI LILLY & COLLY10,844$8.5M0.40%
85TREX CO INCTREX154,315$8.4M0.40%
86FERGUSON ENTERPRISES INCFERG38,405$8.4M0.40%
87SPX TECHNOLOGIES INCSPXC48,655$8.2M0.39%
88APPLIED MATLS INC03822210544,240$8.1M0.39%
89ENSIGN GROUP INCENSG50,460$7.8M0.37%
90BIO-TECHNE CORPTECH149,591$7.7M0.37%
91LIFE TIME GROUP HOLDINGS INCLTH248,015$7.5M0.36%
92CECO ENVIRONMENTAL CORPCECO253,440$7.2M0.34%
93BOOT BARN HLDGS INCBOOT45,820$7.0M0.33%
94RUBRIK INC.RBRK77,185$6.9M0.33%
95ACM RESH INC00108J109266,426$6.9M0.33%
96AMETEK INCAME37,216$6.7M0.32%
97ETSY INCETSY7,750,000$6.7M0.32%
98VERTEX INCVERX185,640$6.6M0.31%
99AXOS FINANCIAL INCAX84,960$6.5M0.31%
100SALESFORCE INCCRM23,605$6.4M0.31%
101HINGE HEALTH INCHNGE118,215$6.1M0.29%
102BOEING COBA-PA28,904$6.1M0.29%
103PALOMAR HLDGS INCPLMR37,140$5.7M0.27%
104ADMA BIOLOGICS INCADMA296,495$5.4M0.26%
105SYNOPSYS INCSNPS10,466$5.4M0.26%
106LABCORP HOLDINGS INCLH20,261$5.3M0.25%
107DEERE & CODE10,413$5.3M0.25%
108JAZZ INVESTMENTS I LTD472145AF85,000,000$5.1M0.24%
109OLD DOMINION FREIGHT LINE INODFL29,073$4.7M0.23%
110DUOLINGO INCDUOL11,476$4.7M0.23%
111NVIDIA CORPORATIONNVDA29,726$4.7M0.22%
112AUTODESK INCADSK15,060$4.7M0.22%
113REMITLY GLOBAL INCRELY245,075$4.6M0.22%
114CAVA GROUP INCCAVA48,840$4.1M0.20%
115CORPAY INCCPAY12,129$4.0M0.19%
116KLAVIYO INCKVYO114,723$3.9M0.18%
117SERVICETITAN INCTTAN35,230$3.8M0.18%
118ARTIVION INCAORT120,580$3.8M0.18%
119FORD MTR CO345370CZ13,000,000$3.0M0.14%
120BERKSHIRE HATHAWAY INC DELBRK-A4$2.9M0.14%
121BERKSHIRE HATHAWAY INC DELBRK-A5,744$2.8M0.13%
122TURNING PT BRANDS INC90041L10536,065$2.7M0.13%
123FAIR ISAAC CORPFICO1,299$2.4M0.11%
124SCHWAB STRATEGIC TR80852410299,437$2.4M0.11%
125ENTERPRISE PRODS PARTNERS L29379210768,720$2.1M0.10%
126PROCTER AND GAMBLE CO74271810912,748$2.0M0.10%
127NOVARTIS AGNVSEF15,022$1.8M0.09%
128VANGUARD INDEX FDS9229083633,064$1.7M0.08%
129WORKDAY INCWDAY6,000$1.4M0.07%
130AMICUS THERAPEUTICS INCFOLD250,935$1.4M0.07%
131PALANTIR TECHNOLOGIES INCPLTR9,442$1.3M0.06%
132INTERNATIONAL BUSINESS MACHSINTR3,986$1.2M0.06%
133EXXON MOBIL CORPXOM10,568$1.1M0.05%
134ESSEX PPTY TR INC2971781054,000$1.1M0.05%
135ABBVIE INCABBV5,540$1.0M0.05%
136UNION PAC CORPUNP4,262$980,6010.05%
137ISHARES TR46432F84211,675$974,6290.05%
138ALPHABET INCGOOG5,530$974,5520.05%
139LEVI STRAUSS & CO NEWLEVI50,000$924,5000.04%
140COSTCO WHSL CORP NEW22160K105826$817,6900.04%
141PROCTER AND GAMBLE CO7427181094,807$765,8510.04%
142BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.03%
143SELECT SECTOR SPDR TR81369Y8032,591$656,1190.03%
144FIRST TR EXCHANGE TRAD FD VI33739H10125,742$635,0620.03%
145ENTERPRISE PRODS PARTNERS L29379210719,095$592,1360.03%
146INTERNATIONAL BUSINESS MACHSINTR1,968$580,1270.03%
147ABBOTT LABSABLZF4,252$578,3150.03%
148HOME DEPOT INCHD1,432$525,0290.03%
149PIMCO ETF TR72201R7835,370$510,2040.02%
150SCHLUMBERGER LTDSLB14,455$488,5790.02%
151BERKLEY W R CORPWRB-PH6,331$465,1390.02%
152ELI LILLY & COLLY583$454,4660.02%
153ISHARES TR46432F8599,000$437,8500.02%
154JOHNSON & JOHNSONJNJ2,651$404,9400.02%
155ORACLE CORPORCL-PD1,845$403,3720.02%
156CRANE COMPANYCR2,000$379,7800.02%
157DISNEY WALT CO2546871062,965$367,6900.02%
158AMERICAN EXPRESS COAXP1,123$358,2150.02%
159WELLS FARGO CO NEW9497461014,457$357,0950.02%
160EXXON MOBIL CORPXOM3,237$348,9490.02%
161MORGAN STANLEYMS-PQ2,433$342,7120.02%
162MERCK & CO INCMRK4,253$336,6670.02%
163FISERV INCFISV1,836$316,5450.02%
164SERVICENOW INCNOW297$305,3400.01%
165HONEYWELL INTL INC4385161061,196$278,5240.01%
166JOHNSON & JOHNSONJNJ1,780$271,8950.01%
167WALMART INCWMT2,767$270,5570.01%
168APPLE INCAAPL1,250$256,4630.01%
169PNC FINL SVCS GROUP INC6934751051,371$255,5820.01%
170RTX CORPORATIONRTX1,658$242,1010.01%
171PROSHARES TR74348A4672,366$238,2330.01%
172ISHARES TR4642875492,053$230,6380.01%
173AIRBNB INCABNB1,715$226,9630.01%
174HEICO CORP NEWHEI-A671$220,0880.01%
175CISCO SYS INCCSCO3,067$212,7880.01%
176MARSH & MCLENNAN COS INC571748102927$202,6790.01%
177INTUITIVE SURGICAL INCISRG368$199,9750.01%
178NETFLIX INCNFLX149$199,5300.01%
179KLA CORPKLAC218$195,2710.01%
180VANGUARD STAR FDS9219097682,756$190,3950.01%
181S&P GLOBAL INCSPGI360$189,8240.01%
182CHEVRON CORP NEWCVX1,313$188,0080.01%
183SOUTHERN COSOMN1,981$181,9150.01%
184AT&T INCT-PC6,234$180,4120.01%
185BOOKING HOLDINGS INCBKNG31$179,4660.01%
186GENERAL DYNAMICS CORPGD594$173,2460.01%
187FASTENAL COFAST3,958$166,2360.01%
188MCKESSON CORPMCK226$165,6080.01%
189DUKE ENERGY CORP NEWDUKB1,395$164,6100.01%
190BRISTOL-MYERS SQUIBB COCELG-RI3,531$163,4500.01%
191THE CIGNA GROUP125523100492$162,6450.01%
192TESLA INCTSLA500$158,8300.01%
193SPDR S&P 500 ETF TRSPY253$156,3160.01%
194VANGUARD ADMIRAL FDS INC9219328281,522$154,0670.01%
195GODADDY INCGDDY844$151,9710.01%
196CONOCOPHILLIPSCOP1,686$151,3020.01%
197GALLAGHER ARTHUR J & CO363576109472$151,0970.01%
198NORFOLK SOUTHN CORP655844108582$148,9750.01%
199COSTAR GROUP INCCSGP1,817$146,0870.01%
200CROWDSTRIKE HLDGS INCCRWD286$145,6630.01%
201KKR & CO INCKKRT1,054$140,2140.01%
202OREILLY AUTOMOTIVE INC67103H1071,515$136,5470.01%
203TJX COS INC NEW8725401091,104$136,3330.01%
204PARKER-HANNIFIN CORPPH187$130,6140.01%
205MCDONALDS CORPMCD407$118,9130.01%
206WASTE MGMT INC DEL94106L109512$117,1560.01%
207PALO ALTO NETWORKS INCPANW560$114,5980.01%
208QUANTA SVCS INC74762E102300$113,4240.01%
209ISHARES BITCOIN TRUST ETFIBIT1,817$111,2190.01%
210BANK NEW YORK MELLON CORP0640581001,199$109,2410.01%
211AUTOMATIC DATA PROCESSING INADP350$107,9400.01%
212PROLOGIS INC.PLDGP1,020$107,2220.01%
213SUMMIT THERAPEUTICS INCSMMT5,000$106,4000.01%
214MARKEL GROUP INCMKL53$105,8600.01%
215CME GROUP INCCME384$105,8380.01%
216CVB FINL CORP1266001055,227$103,4420.00%
217CHIPOTLE MEXICAN GRILL INCCMG1,819$102,1370.00%
218BLACKROCK INCBLK93$97,5800.00%
219LYFT INCLYFT6,099$96,1200.00%
220MONDELEZ INTL INC6092071051,371$92,4600.00%
221VANGUARD INDEX FDS922908652468$90,1760.00%
222NASDAQ INCNDAQ1,000$89,4200.00%
223ADOBE INCADBE231$89,3690.00%
224MSCI INCMSCI153$88,2410.00%
225STARBUCKS CORPSBUX920$84,3000.00%
226CITIGROUP INCC-PR935$79,5870.00%
227TESLA INCTSLA250$79,4150.00%
228ILLINOIS TOOL WKS INC452308109317$78,3780.00%
229LAM RESEARCH CORPLRCX796$77,4830.00%
230MERCADOLIBRE INCMELI29$75,7950.00%
231VERTIV HOLDINGS COVRT579$74,3490.00%
232MARRIOTT INTL INC NEW571903202269$73,4930.00%
233EMCOR GROUP INCEME136$72,7450.00%
234UBER TECHNOLOGIES INCUBER778$72,5870.00%
235CRANE NXT COCXT1,320$71,1480.00%
236COCA COLA COKO979$69,2640.00%
237PHILIP MORRIS INTL INC718172109357$65,0200.00%
238HA SUSTAINABLE INFRA CAP INC41068X1002,390$64,1950.00%
239ECOLAB INCECL235$63,3180.00%
240ISHARES TR464287200100$62,0900.00%
241NORTHROP GRUMMAN CORPNOC119$59,4980.00%
242TKO GROUP HOLDINGS INCTKO327$59,4980.00%
243VANGUARD INDEX FDS922908736135$59,0970.00%
244METTLER TOLEDO INTERNATIONALMTD50$58,7360.00%
245RELIANCE INCRS174$54,6190.00%
246EQUIFAX INCEFX210$54,4680.00%
247EQT CORPEQT921$53,7130.00%
248SHOPIFY INCSHOP463$53,4070.00%
249INGERSOLL RAND INCIR631$52,4870.00%
250LOWES COS INC548661107236$52,3610.00%
251ENTERGY CORP NEWENO626$52,0330.00%
252INSULET CORPPODD163$51,2110.00%
253VALERO ENERGY CORPVLO364$48,9290.00%
254SPDR GOLD TRGLD159$48,4680.00%
255BROADRIDGE FINL SOLUTIONS IN11133T103199$48,3630.00%
256GARTNER INCIT119$48,1020.00%
257CDW CORPCDW262$46,7910.00%
258EOG RES INCEOG389$46,5280.00%
259CASEYS GEN STORES INC14752810388$44,9040.00%
260TRIMBLE INCTRMB589$44,7520.00%
261TRANSUNIONTRU508$44,7040.00%
262NEW FOUND GOLD CORPNFGC31,250$44,3750.00%
263ARAMARKARMK958$40,1110.00%
264ALIGN TECHNOLOGY INCALGN211$39,9490.00%
265TEXAS INSTRS INC882508104191$39,6550.00%
266SS&C TECHNOLOGIES HLDGS INCSSNC478$39,5780.00%
267ESCO TECHNOLOGIES INCESE205$39,3330.00%
268LIBERTY MEDIA CORP DELFWONB371$38,7700.00%
269HOWMET AEROSPACE INCHWM208$38,7150.00%
270AGILENT TECHNOLOGIES INCA324$38,2350.00%
271MARTIN MARIETTA MATLS INC57328410668$37,3290.00%
272GRIFFON CORPGFF512$37,0530.00%
273ALPHATEC HLDGS INCATEC3,296$36,5860.00%
274LANTHEUS HLDGS INCLNTH439$35,9370.00%
275CARLISLE COS INC14233910096$35,8460.00%
276SNAP INCSNAP4,000$34,7600.00%
277HUBSPOT INCHUBS61$33,9540.00%
278MERCK & CO INCMRK428$33,8800.00%
279PRIMORIS SVCS CORP74164F103431$33,5920.00%
280AMGEN INCAMGN117$32,6680.00%
281EVERCORE INCEVR120$32,4020.00%
282AMERICAN ELEC PWR CO INC025537101310$32,1660.00%
283NEWSMAX INCNMAX2,120$32,0760.00%
284CUMMINS INCCMI95$31,1130.00%
285CACI INTL INC12719030465$30,9860.00%
286GREEN BRICK PARTNERS INCGRBK-PA491$30,8740.00%
287CHEWY INCCHWY715$30,4730.00%
288PEPSICO INCPEP230$30,3690.00%
289AZZ INCAZZ313$29,5720.00%
290AMEREN CORPAEE307$29,4840.00%
291MORNINGSTAR INCMORN92$28,8820.00%
292VERISK ANALYTICS INCVRSK90$28,0350.00%
293WEC ENERGY GROUP INCWEC262$27,3000.00%
294DUTCH BROS INCBROS396$27,0750.00%
295AAR CORPAIR383$26,3470.00%
296LPL FINL HLDGS INC50212V10070$26,2480.00%
297TRAVELERS COMPANIES INCTRV96$25,6840.00%
298AVANTOR INCAVTR1,886$25,3860.00%
299EXLSERVICE HOLDINGS INCEXLS550$24,0850.00%
300NEXTERA ENERGY INCNEE-PW330$22,9090.00%
301SEI INVTS CO784117103246$22,1060.00%
302STIFEL FINL CORP860630102212$22,0010.00%
303SOMNIGROUP INTERNATIONAL INCSGI309$21,0270.00%
304UFP INDUSTRIES INCUFPI210$20,8660.00%
305LENNOX INTL INC52610710734$19,4900.00%
306CBRE GROUP INCCBRE136$19,0560.00%
307RIVIAN AUTOMOTIVE INCRIVN1,175$16,1450.00%
308APPLOVIN CORPAPP46$16,1040.00%
309RB GLOBAL INCRBA145$15,3980.00%
310PULSE BIOSCIENCES INCPLSE1,000$15,0900.00%
311EBAY INC.EBAY198$14,7430.00%
312THERMO FISHER SCIENTIFIC INCTMO35$14,1910.00%
313COPART INCCPRT260$12,7580.00%
314POOL CORPPOOL41$11,9510.00%
315ROPER TECHNOLOGIES INCROP21$11,9040.00%
316VEEVA SYS INCVEEV37$10,6550.00%
317VERTEX PHARMACEUTICALS INCVRTX21$9,3490.00%
318MICRON TECHNOLOGY INCMU73$8,9970.00%
319CHEVRON CORP NEWCVX50$7,1600.00%
320COCA COLA COKO84$5,9430.00%
321BLACKLINE INCBL80$4,5300.00%
322VANGUARD WORLD FD92204A30634$4,0500.00%
323AMERISAFE INCAMSF67$2,9300.00%
324LIBERTY MEDIA CORP DELFWONB27$2,5640.00%
325VERACYTE INCVCYT86$2,3250.00%
326TIDAL TRUST I886364231100$2,2680.00%
327ANGI INCANGI63$9610.00%