OSTERWEIS CAPITAL MANAGEMENT INC
Top Portfolio Positions
200 positions ·
$1,531,492,273 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
259,065 | $53,955,466 | 3.52% |
| MSFT |
Microsoft Corp
Technology
|
144,666 | $53,551,012 | 3.50% |
| AMAT |
Applied Materials Inc /De
Technology
|
142,132 | $48,579,295 | 3.17% |
| AVGO |
Broadcom Inc.
Technology
|
155,094 | $48,003,143 | 3.13% |
| ADI |
Analog Devices Inc
Technology
|
150,259 | $47,803,397 | 3.12% |
| V |
Visa Inc.
Financial Services
|
143,901 | $43,492,637 | 2.84% |
| AZO |
Autozone Inc
Consumer Cyclical
|
12,601 | $42,563,405 | 2.78% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
141,453 | $41,609,813 | 2.72% |
| LLY |
ELI LILLY & Co
Healthcare
|
44,788 | $41,194,658 | 2.69% |
| NVDA |
Nvidia Corp
Technology
|
228,679 | $39,881,617 | 2.60% |
Portfolio Trend
Holdings in BOOT
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,588,404 | 58,680 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $6,964,640 | 45,820 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $11,586,143 | 76,315 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $13,735,360 | 82,110 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,066,600 | 23,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,883,124 | 61,830 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $2,061,354 | 24,340 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,397,834 | 44,335 | Shares | Sole | 2023-05-15 | |
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