Osborne Partners Capital Management, LLC Incresed Positions in Q2 2025

Osborne Partners Capital Management, LLC

  • $1.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
48K
+ 115.74%
$167.32 - $223.3 $8.03M - $10.7M
89.5K $19.6M
LVS
Las Vegas Sands Corp

Consumer Cyclical
193K
+ 91.26%
$30.7 - $44.12 $5.92M - $8.51M
404K $17.6M
TTWO
Take Two Interactive Software Inc

Communication Services
29.5K
+ 96.37%
$194.58 - $243.05 $5.75M - $7.18M
60.2K $14.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
83.6K
+ 81.71%
$69.8 - $85.28 $5.83M - $7.13M
186K $15.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
31.8K
+ 2.69%
$39.89 - $49.46 $1.27M - $1.57M
1.21M $60M
EWJ
Ishares Msci Japan ETF

ETFs
27.3K
+ 5.38%
$61.32 - $75.28 $1.67M - $2.05M
534K $40M
AMD
Advanced Micro Devices Inc

Technology
5.89K
+ 5.51%
$78.21 - $143.81 $461K - $847K
113K $16M
APD
Air Products & Chemicals, Inc.

Basic Materials
17.1K
+ 60.79%
$248.61 - $294.96 $4.24M - $5.03M
45.1K $12.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.42K
+ 1.1%
$62.73 - $78.42 $340K - $425K
497K $38.5M
RYAAY
Ryanair Holdings PLC

Industrials
2.35K
+ 1.15%
$39.21 - $57.84 $92.1K - $136K
207K $11.9M
ILF
Ishares Latin America 40 ETF

ETFs
31.3K
+ 4.84%
$21.35 - $26.21 $669K - $821K
678K $17.8M
MGM
Mgm Resorts International

Consumer Cyclical
20K
+ 6.12%
$25.79 - $34.95 $515K - $698K
346K $11.9M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
27.2K
+ 7.84%
$23.18 - $30.7 $629K - $834K
374K $10.6M
BWA
Borgwarner Inc

Consumer Cyclical
4.06K
+ 1.09%
$24.84 - $33.92 $101K - $138K
377K $12.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
485
+ 1.83%
$496.48 - $617.85 $241K - $300K
26.9K $16.6M
VTI
Vanguard Total Stock Market Et

ETFs
3.25K
+ 15.2%
$243.75 - $303.93 $791K - $986K
24.6K $7.47M
NICE
Nice Ltd.

Technology
2.84K
+ 3.78%
$141.3 - $178.32 $401K - $506K
77.9K $13.2M
ASML
Asml Holding Nv

Technology
300
+ 4.15%
$595.37 - $815.24 $179K - $245K
7.53K $6.03M
VNQ
Vanguard Specialized Funds Van

ETFs
19.4K
+ 4.7%
$79.79 - $91.42 $1.55M - $1.77M
433K $38.5M
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
36.7K
+ 5.45%
$6.18 - $9.06 $227K - $333K
710K $6.07M
NKE
Nike, Inc.

Consumer Cyclical
6.74K
+ 8.68%
$53.27 - $72.04 $359K - $486K
84.4K $6M
ICVT
Ishares Tr Convertible Bond Et

ETFs
593
+ 0.38%
$78.98 - $90.1 $46.8K - $53.4K
156K $14M
FIS
Fidelity National Information Services, Inc.

Technology
2.41K
+ 2.31%
$68.14 - $82.13 $164K - $198K
107K $8.71M
KEYS
Keysight Technologies, Inc.

Technology
502
+ 1.13%
$127.02 - $165.4 $63.8K - $83K
45K $7.37M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
28.9K
+ 8.81%
$22.25 - $30.3 $642K - $874K
356K $9.76M
FCX
Freeport Mcmoran Inc

Basic Materials
3.93K
+ 4.66%
$29.15 - $44.46 $115K - $175K
88.3K $3.83M
CRM
Salesforce, Inc.

Technology
1.22K
+ 1.94%
$236.26 - $291.15 $288K - $354K
63.8K $17.4M
MNA
Iq Merger Arbitrage ETF

ETFs
2.39K
+ 0.46%
$33.65 - $35.27 $80.3K - $84.1K
524K $18.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.34K
+ 5.34%
$79.56 - $82.92 $345K - $359K
85.4K $7.09M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.03K
+ 12.7%
$67.22 - $81.54 $204K - $247K
26.9K $2.19M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
913
+ 0.48%
$71.89 - $88.34 $65.6K - $80.7K
192K $16.8M
SQ
Block, Inc.

Technology
6.45K
+ 3.2%
N/A
208K $11.9M
VTV
Vanguard Value ETF

ETFs
1.33K
+ 4.03%
$153.67 - $176.74 $205K - $236K
34.4K $6.08M
WDAY
Workday, Inc.

Technology
797
+ 3.11%
$210.47 - $274.71 $168K - $219K
26.4K $6.34M
XRAY
Dentsply Sirona Inc.

Healthcare
2.73K
+ 0.91%
$12.55 - $16.75 $34.3K - $45.8K
302K $4.79M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.67K
+ 4.73%
$83.97 - $92.85 $812K - $898K
214K $18.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
114
+ 2.97%
$108.06 - $135.3 $12.3K - $15.4K
3.95K $534K
SUI
Sun Communities Inc

Real Estate
957
+ 2.14%
$114.62 - $132.25 $110K - $127K
45.6K $5.77M
LLY
Eli Lilly & CO

Healthcare
194
+ 5.93%
$713.71 - $898.95 $138K - $174K
3.47K $2.7M
PLD
Prologis, Inc.

Real Estate
2.12K
+ 6.14%
$89.76 - $112.34 $191K - $238K
36.7K $3.86M
HUM
Humana Inc

Healthcare
1.12K
+ 5.19%
$224.93 - $295.04 $253K - $331K
22.8K $5.57M
ICLR
Icon PLC

Healthcare
7.45K
+ 17.41%
$126.62 - $168.7 $944K - $1.26M
50.2K $7.31M
POOL
Pool Corp

Industrials
2.27K
+ 6.79%
$285.0 - $325.66 $648K - $740K
35.7K $10.4M
ESTC
Elastic N.V.

Technology
1.2K
+ 1.53%
$73.36 - $94.17 $87.8K - $113K
79.3K $6.69M
DHR
Danaher Corp

Healthcare
2.02K
+ 2.16%
$174.64 - $205.16 $353K - $414K
95.6K $18.9M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
6.31K
+ 1.33%
$25.77 - $27.23 $162K - $172K
480K $12.4M
CNC
Centene Corp

Healthcare
5.38K
+ 2.45%
$53.4 - $64.29 $287K - $346K
225K $12.2M
GPN
Global Payments Inc

Industrials
4.99K
+ 5.13%
$67.47 - $99.6 $337K - $497K
102K $8.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.2K
+ 11.12%
$390.26 - $489.06 $1.25M - $1.56M
32K $13M
Activity Summary
Buys All Purchases 61 New Holdings 9 Increased Positions 52 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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