John Tavernetti
@Osterweis Capital Management Inc
Latest period2024 - Q3ReportedManaged Assets$1.974BTotal holdings190
Assets growth rate1.99%Assets growth rate (2-Q avg)7.84%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Osterweis Capital Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 190 positions.
Assets under management
The assets under management (AUM) of Osterweis Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.974B in assets, with a quarterly growth rate of 1.99% and a 2-quarter average growth rate of 7.84%. The portfolio is managed by John Tavernetti, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
9294⤦Wix Com Ltd
| 2.52% | $49.735M 51.943M shares@ $0.96 avg price | New Position |
HSYHershey Co
| 1.86% | $36.556M 190,614 shares@ $191.79 avg price | New Position |
0092⤦Air Trans Svcs Group Inc
| 1.52% | $29.807M 29.711M shares@ $1.01 avg price | New Position |
INTUIntuit
| 1.35% | $26.571M 42,788 shares@ $621.0 avg price | New Position |
8522⤦Block Inc
| 1.25% | $24.531M 25M shares@ $0.99 avg price | New Position |
DEDeere & Co
| 1.11% | $21.828M 52,305 shares@ $417.34 avg price | New Position |
FRPTFreshpet Inc
| 0.59% | $11.606M 84,855 shares@ $136.77 avg price | New Position |
KVYOKlaviyo Inc
| 0.48% | $9.36M 264,555 shares@ $35.39 avg price | New Position |
EVHEvolent Health Inc
| 0.45% | $8.775M 310,305 shares@ $28.28 avg price | New Position |
ANFAbercrombie & Fitch Co
| 0.38% | $7.313M 52,275 shares@ $139.91 avg price | New Position |