Osterweis Capital Management Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.15 Billion distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $92.7M, Microsoft Corp with a value of $90.7M, Amazon Com Inc with a value of $75.9M, Pegasystems Inc with a value of $74.1M, and Lyft Inc with a value of $72.5M.
Examining the 13F form we can see an increase of $475M in the current position value, from $1.67B to 2.15B.
Osterweis Capital Management Inc is based out at San Francisco, CA
Below you can find more details about Osterweis Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.15 Billion
Technology: $457 Million
Healthcare: $264 Million
Consumer Cyclical: $249 Million
Industrials: $198 Million
Financial Services: $152 Million
Communication Services: $109 Million
Real Estate: $80.6 Million
Consumer Defensive: $64.6 Million
Other: $86.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
