OSTERWEIS CAPITAL MANAGEMENT INC Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$1.8T

Holdings

145

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
PODDINSULET CORP
$3.2B
ACCDEURACCOLADE INC
$2.9B
RVLVREVOLVE GROUP INC
$2.7B
ZIPZIPRECRUITER INC
$2.7B
HASIHANNON ARMSTRONG SUST INFR C
$2.6B
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.5B
FIVNFIVE9 INC
$2.3B
FATEFATE THERAPEUTICS INC
$2.0B
LSCCLATTICE SEMICONDUCTOR CORP
$2.0B
RITMNEW RESIDENTIAL INVT CORP
$1.8B
REPLREPLIMUNE GROUP INC
$1.7B
ESSESSEX PPTY TR INC
$1.4B
AKOYA BIOSCIENCES INC
$1.4B
LPROOPEN LENDING CORP
$1.3B
HDHOME DEPOT INC
$1.1B
VOOVANGUARD INDEX FDS
$1.0B
XOMEXXON MOBIL CORP
$987.0M
PLTRPALANTIR TECHNOLOGIES INC
$752.0M
WFCWELLS FARGO CO NEW
$673.0M
TMOTHERMO FISHER SCIENTIFIC INC
$602.0M
HYSPIMCO ETF TR
$598.0M
COSTCOSTCO WHSL CORP NEW
$553.0M
RYNRAYONIER INC
$551.0M
XLKSELECT SECTOR SPDR TR
$544.0M
ABBVABBVIE INC
$488.0M
UCBUNITED CMNTY BKS BLAIRSVLE G
$405.0M
MRKMERCK & CO INC
$382.0M
DISDISNEY WALT CO
$320.0M
ISTBISHARES TR
$303.0M
EVGOEVGO INC
$299.0M
SBUXSTARBUCKS CORP
$277.0M
ABNBAIRBNB INC
$260.0M
SCHMSCHWAB STRATEGIC TR
$252.0M
SCHBSCHWAB STRATEGIC TR
$250.0M
WRBBERKLEY W R CORP
$244.0M
WBAWALGREENS BOOTS ALLIANCE INC
$243.0M
UNHUNITEDHEALTH GROUP INC
$236.0M
LYFTLYFT INC
$234.0M
FISVFISERV INC
$219.0M
PEPPEPSICO INC
$219.0M
BMYBRISTOL-MYERS SQUIBB CO
$217.0M
SPYSPDR S&P 500 ETF TR
$204.0M
ABTABBOTT LABS
$203.0M
NFGNEW FOUND GOLD CORP
$191.0M
HTBKHERITAGE COMM CORP
$169.0M
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