Hedge Fund - Osterweis Capital Management
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Last updated on based on SEC 13F filings Last update:
- Displaying 5
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | GOOGL | 327,158 | $93,848,544 | -9% | 4.84% | ||
| 2. | Affirm Holdings Inc.NOTE 11/1 | AFRM | 57,500,000 | $55,775,000 | NEW | 2.88% | |
| 3. | AMZN | 259,065 | $53,955,468 | -23% | 2.78% | ||
| 4. | MSFT | 144,666 | $53,551,013 | -19% | 2.76% | ||
| 5. | AMAT | 142,132 | $48,579,296 | -8% | 2.51% |
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