13F Insight
DOSSIER · 13F-HR · Q1 2026

OSTERWEIS CAPITAL MANAGEMENT INC

OSTERWEIS's family office based in New York, NY — $1.9B in tracked AUM across 277 positions as of Q1 2026.

O
OSTERWEIS·New York, NY·Family Office
CIK 0001007524 · last filed Mar 31, 2026
Total AUM
$1.9B
▼ 4.0%
vs prior
Holdings
277
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
49% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

OSTERWEIS CAPITAL MANAGEMENT INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$94M327K4.8%
02
AFRM 0 11/15/26
AFFIRM HLDGS INC
$56M57.5M2.9%
03
AMZN
AMAZON COM INC
$54M259K2.8%
04
MSFT
MICROSOFT CORP
$54M145K2.8%
05
AMAT
APPLIED MATLS INC
$49M142K2.5%
06
VAC 3.25 12/15/27
MARRIOTT VACATIONS WORLDWIDE
$48M50.0M2.5%
07
AVGO
BROADCOM INC
$48M155K2.5%
08
ADI
ANALOG DEVICES INC
$48M150K2.5%
09
V
VISA INC
$43M144K2.2%
10
AZO
AUTOZONE INC
$43M13K2.2%

Filing history

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