Osborne Partners Capital Management, LLC

13F filer · CIK 0001005607

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$1.8BU.S. long equity reported on 13F

Positions13411 new · 11 closed

Net flow last quarter-$253MBuys minus sells

Top 10 positions weight21.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026134 positions
AAPLApple Inc.	$69.3M	3.85%	0.00%	-15.5%	Q2 2013
MSFTMicrosoft Corp	$52.6M	2.92%	0.00%	-9.5%	Q2 2013
GOOGAlphabet Inc.	$41M	2.28%	Not reported	-3.0%	Q4 2015
AMZNAmazon Com Inc	$38M	2.11%	0.00%	-10.8%	Q1 2015
NVDANvidia Corp	$35.7M	1.98%	0.00%	-4.6%	Q1 2020
DJPBarclays Bank PLC	$31.1M	1.73%	Not reported	-0.8%	Q1 2021
JPMJPMorgan Chase & Co	$30.6M	1.70%	0.00%	-15.5%	Q2 2013
AMDAdvanced Micro Devices Inc	$30.1M	1.67%	0.00%	-51.8%	Q4 2022
GOOGLAlphabet Inc.	$29.4M	1.63%	0.00%	-12.7%	Q4 2015
TMOThermo Fisher Scientific Inc.	$20.9M	1.16%	0.01%	-5.1%	Q2 2013
PANWPalo Alto Networks Inc	$19.4M	1.08%	0.01%	-59.5%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$19M	1.05%	Not reported	-1.3%	Q2 2013
METAMeta Platforms, Inc.	$16.5M	0.92%	Not reported	+2.0%	Q1 2015
XYZBlock, Inc.	$16.3M	0.91%	Not reported	-10.4%	Q3 2024
CCLCarnival Corp Ltd.	$15.6M	0.87%	0.04%	New	Q2 2026
TTWOTake Two Interactive Software Inc	$15M	0.83%	0.03%	+0.4%	Q1 2021
MELIMercadolibre Inc	$14.9M	0.83%	0.02%	-11.5%	Q1 2021
ASMLAsml Holding NV	$14.6M	0.81%	0.00%	-0.8%	Q4 2024
DHRDanaher Corp	$14.3M	0.80%	0.01%	-24.0%	Q2 2013
BWABorgwarner Inc	$13.4M	0.74%	0.10%	-42.3%	Q1 2019
APDAir Products & Chemicals, Inc.	$13.3M	0.74%	0.02%	-0.9%	Q2 2013
RYAAYRyanair Holdings PLC	$13.2M	0.73%	0.02%	+1.2%	Q4 2021
NXPINXP Semiconductors N.V.	$12.7M	0.71%	0.02%	-22.1%	Q2 2015
AMJBJPMorgan Chase & Co	$12.6M	0.70%	Not reported	-0.9%	Q2 2024
VVisa Inc.	$12.4M	0.69%	0.00%	-21.6%	Q2 2013
CVSCVS HEALTH Corp	$12.3M	0.69%	0.01%	-4.1%	Q2 2013
ZGNErmenegildo Zegna N.V.	$12.2M	0.68%	0.39%	-0.6%	Q1 2025
DISWalt Disney Co	$11.9M	0.66%	0.01%	-0.8%	Q2 2013
KMIKinder Morgan, Inc.	$11.7M	0.65%	0.02%	+0.3%	Q2 2013
PSXPhillips 66	$11.1M	0.62%	0.02%	-0.8%	Q4 2013
CZRCaesars Entertainment, Inc.	$10.9M	0.61%	0.18%	-1.5%	Q3 2020
UNHUnitedhealth Group Inc	$10.8M	0.60%	0.00%	+0.3%	Q2 2024
BABAAlibaba Group Holding Ltd	$10.8M	0.60%	0.01%	-2.9%	Q1 2015
CRMSalesforce, Inc.	$10.7M	0.59%	0.01%	-10.1%	Q2 2022
MRSHMarsh & Mclennan Companies, Inc.	$10.6M	0.59%	0.01%	-21.2%	Q1 2014
TREXTrex Co Inc	$9.97M	0.55%	0.20%	-4.3%	Q4 2025
ABTAbbott Laboratories	$9.96M	0.55%	0.01%	-2.5%	Q2 2013
BKNGBooking Holdings Inc.	$9.81M	0.55%	0.01%	+7.5%	Q1 2020
URIUnited Rentals, Inc.	$9.59M	0.53%	0.01%	-3.5%	Q1 2026
POOLPool Corp	$9.31M	0.52%	0.12%	-13.4%	Q3 2022
LOWLowes Companies Inc	$9.14M	0.51%	0.01%	+4.2%	Q2 2013
IAUIshares Gold Trust	$9.06M	0.50%	0.01%	-0.5%	Q1 2021
MGMMGM Resorts International	$9.04M	0.50%	0.08%	-45.0%	Q4 2018
SLBSLB Limited	$9.04M	0.50%	0.01%	-19.8%	Q2 2013
WSCWillScot Holdings Corp	$8.69M	0.48%	0.17%	+0.3%	Q4 2023
PEPPepsico Inc	$8.59M	0.48%	0.00%	+2.2%	Q2 2013
ICLRIcon PLC	$8.45M	0.47%	0.06%	-2.2%	Q4 2023
PLNTPlanet Fitness, Inc.	$8.45M	0.47%	161997.00%	+6.4%	Q2 2020
ESTCElastic N.V.	$8.18M	0.45%	0.14%	+0.3%	Q2 2020
CBRECbre Group, Inc.	$8.12M	0.45%	0.02%	+2.4%	Q1 2021

Q1 2026Reported Apr 27, 2026134 positions
AAPLApple Inc.	$71.9M	3.80%	0.00%	-0.4%	Q2 2013
MSFTMicrosoft Corp	$57.7M	3.05%	0.00%	+16.1%	Q2 2013
AMZNAmazon Com Inc	$37.3M	1.97%	0.00%	+27.6%	Q1 2015
DJPBarclays Bank PLC	$34.5M	1.82%	Not reported	-2.8%	Q1 2021
GOOGAlphabet Inc.	$34.3M	1.81%	Not reported	-1.1%	Q4 2015
NVDANvidia Corp	$32.6M	1.72%	0.00%	-5.2%	Q1 2020
JPMJPMorgan Chase & Co	$32.6M	1.72%	0.00%	+0.1%	Q2 2013
GOOGLAlphabet Inc.	$27.1M	1.43%	0.00%	+4.4%	Q4 2015
PANWPalo Alto Networks Inc	$22.6M	1.19%	0.02%	+30.0%	Q4 2018
AMDAdvanced Micro Devices Inc	$21.8M	1.16%	0.01%	-1.3%	Q4 2022
TMOThermo Fisher Scientific Inc.	$21.6M	1.14%	0.01%	+25.0%	Q2 2013
BWABorgwarner Inc	$18.9M	1.00%	0.17%	-4.6%	Q1 2019
DHRDanaher Corp	$18.8M	0.99%	0.01%	+1.4%	Q2 2013
MELIMercadolibre Inc	$17.2M	0.91%	0.02%	-1.5%	Q1 2021
XOMExxonMobil Holdings Corp	$17.2M	0.91%	0.00%	-0.3%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$16.8M	0.89%	Not reported	+2.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$16.6M	0.88%	Not reported	-0.7%	Q2 2013
METAMeta Platforms, Inc.	$16.4M	0.87%	Not reported	+0.8%	Q1 2015
WMTWalmart Inc.	$15.3M	0.81%	0.00%	-8.0%	Q2 2013
BABAAlibaba Group Holding Ltd	$14.5M	0.77%	0.01%	+7.5%	Q1 2015
XYZBlock, Inc.	$14.4M	0.76%	Not reported	+4.2%	Q3 2024
CUKCarnival PLC	$14.2M	0.75%	0.25%	-1.6%	Q2 2025
CRMSalesforce, Inc.	$14.1M	0.75%	0.01%	+13.7%	Q2 2022
MRSHMarsh & Mclennan Companies, Inc.	$14M	0.74%	0.02%	+2.6%	Q1 2014
VVisa Inc.	$14M	0.74%	0.00%	+3.7%	Q2 2013
APDAir Products & Chemicals, Inc.	$13.3M	0.70%	0.02%	+0.5%	Q2 2013
MGMMGM Resorts International	$12.7M	0.67%	0.13%	+0.4%	Q4 2018
AMJBJPMorgan Chase & Co	$12.7M	0.67%	Not reported	-0.2%	Q2 2024
SLBSLB Limited	$12.5M	0.66%	0.02%	+0.7%	Q2 2013
KMIKinder Morgan, Inc.	$12.2M	0.64%	0.02%	-0.9%	Q2 2013
PSXPhillips 66	$12.1M	0.64%	0.02%	-2.1%	Q4 2013
DISWalt Disney Co	$12M	0.64%	0.01%	+4.4%	Q2 2013
TTWOTake Two Interactive Software Inc	$11.8M	0.62%	0.03%	+1.8%	Q1 2021
RYAAYRyanair Holdings PLC	$11.6M	0.62%	0.02%	-0.3%	Q4 2021
ABTAbbott Laboratories	$11.6M	0.61%	0.01%	+4.3%	Q2 2013
NXPINXP Semiconductors N.V.	$11.4M	0.60%	0.02%	+1.7%	Q2 2015
PLNTPlanet Fitness, Inc.	$11.3M	0.60%	152197.00%	+110.6%	Q2 2020
IAUIshares Gold Trust	$10.6M	0.56%	0.01%	-31.5%	Q1 2021
COSTCostco Wholesale Corp	$10.6M	0.56%	0.00%	-14.3%	Q2 2013
PGPROCTER & GAMBLE Co	$10.2M	0.54%	0.00%	-0.2%	Q2 2013
POOLPool Corp	$10.1M	0.54%	0.14%	+33.0%	Q3 2022
ZGNErmenegildo Zegna N.V.	$9.82M	0.52%	0.39%	+34.8%	Q1 2025
ASMLAsml Holding NV	$9.78M	0.52%	0.00%	-1.0%	Q4 2024
CZRCaesars Entertainment, Inc.	$9.69M	0.51%	0.18%	+0.6%	Q3 2020
PEPPepsico Inc	$9.64M	0.51%	0.00%	-0.5%	Q2 2013
LOWLowes Companies Inc	$9.4M	0.50%	0.01%	+1.4%	Q2 2013
LVSLas Vegas Sands Corp	$9.18M	0.49%	0.03%	-27.0%	Q2 2024
NOWServiceNow, Inc.	$9.11M	0.48%	0.01%	New	Q1 2026
TCOMTrip.com Group Ltd	$8.95M	0.47%	0.03%	+2.2%	Q1 2021
CVSCVS HEALTH Corp	$8.94M	0.47%	0.01%	+3.9%	Q2 2013

Q4 2025Reported Jan 27, 2026135 positions
AAPLApple Inc.	$77.3M	3.98%	0.00%	-3.4%	Q2 2013
MSFTMicrosoft Corp	$64.9M	3.34%	0.00%	-2.3%	Q2 2013
GOOGAlphabet Inc.	$38M	1.96%	Not reported	-13.3%	Q4 2015
NVDANvidia Corp	$36.7M	1.89%	0.00%	-7.4%	Q1 2020
JPMJPMorgan Chase & Co	$35.6M	1.83%	0.00%	-2.2%	Q2 2013
AMZNAmazon Com Inc	$32.4M	1.67%	0.00%	-0.4%	Q1 2015
GOOGLAlphabet Inc.	$28.2M	1.45%	0.00%	-23.9%	Q4 2015
DJPBarclays Bank PLC	$27.7M	1.43%	Not reported	-2.3%	Q1 2021
AMDAdvanced Micro Devices Inc	$23.3M	1.20%	0.01%	-2.6%	Q4 2022
DHRDanaher Corp	$22.4M	1.15%	0.01%	-0.5%	Q2 2013
TMOThermo Fisher Scientific Inc.	$20.4M	1.05%	0.01%	+7.9%	Q2 2013
MELIMercadolibre Inc	$20.3M	1.05%	0.02%	+23.5%	Q1 2021
PANWPalo Alto Networks Inc	$19.9M	1.03%	0.02%	-1.3%	Q4 2018
METAMeta Platforms, Inc.	$18.8M	0.97%	Not reported	-2.7%	Q1 2015
CRMSalesforce, Inc.	$17.7M	0.91%	0.01%	+0.7%	Q2 2022
BRK.BBerkshire Hathaway Inc	$17.5M	0.90%	Not reported	-1.6%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$17.1M	0.88%	Not reported	-5.7%	Q2 2013
CUKCarnival PLC	$16.9M	0.87%	0.26%	-1.9%	Q2 2025
BWABorgwarner Inc	$16.5M	0.85%	0.18%	-2.8%	Q1 2019
BABAAlibaba Group Holding Ltd	$15.8M	0.81%	0.00%	-3.7%	Q1 2015
VVisa Inc.	$15.6M	0.80%	0.00%	-2.3%	Q2 2013
LVSLas Vegas Sands Corp	$15.2M	0.78%	0.03%	-39.0%	Q2 2024
TTWOTake Two Interactive Software Inc	$15M	0.77%	0.03%	-2.5%	Q1 2021
XYZBlock, Inc.	$15M	0.77%	Not reported	+11.0%	Q3 2024
WMTWalmart Inc.	$14.9M	0.77%	0.00%	-11.3%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$14.6M	0.75%	0.02%	+1.9%	Q1 2014
RYAAYRyanair Holdings PLC	$14.6M	0.75%	0.02%	-1.7%	Q4 2021
IAUIshares Gold Trust	$14.3M	0.74%	0.02%	-3.4%	Q1 2021
LNGCheniere Energy, Inc.	$14.3M	0.74%	0.03%	+0.4%	Q3 2015
UNPUnion Pacific Corp	$13.6M	0.70%	0.01%	-1.6%	Q2 2013
DISWalt Disney Co	$13.6M	0.70%	0.01%	-1.8%	Q2 2013
ABTAbbott Laboratories	$13.5M	0.70%	0.01%	-0.7%	Q2 2013
ADPAutomatic Data Processing Inc	$13.2M	0.68%	0.01%	-0.7%	Q2 2013
TCOMTrip.com Group Ltd	$12.6M	0.65%	0.03%	+21.9%	Q1 2021
MGMMGM Resorts International	$12.5M	0.64%	0.13%	-0.2%	Q4 2018
NXPINXP Semiconductors N.V.	$12.4M	0.64%	0.02%	-1.2%	Q2 2015
XOMExxonMobil Holdings Corp	$12.2M	0.63%	0.00%	+0.2%	Q2 2013
AAAUGoldman Sachs Physical Gold ETF	$12M	0.62%	0.47%	-2.9%	Q2 2023
APDAir Products & Chemicals, Inc.	$11.2M	0.58%	0.02%	-0.8%	Q2 2013
VMCVulcan Materials CO	$11.1M	0.57%	0.03%	-4.2%	Q2 2013
BKNGBooking Holdings Inc.	$11.1M	0.57%	0.01%	-2.5%	Q1 2020
AMJBJPMorgan Chase & Co	$11M	0.57%	Not reported	-1.8%	Q2 2024
NKENIKE, Inc.	$10.8M	0.56%	0.01%	+100.1%	Q2 2013
COSTCostco Wholesale Corp	$10.7M	0.55%	0.00%	+1.7%	Q2 2013
PGPROCTER & GAMBLE Co	$10.2M	0.52%	0.00%	-1.7%	Q2 2013
KMIKinder Morgan, Inc.	$10.1M	0.52%	0.02%	-1.5%	Q2 2013
RTXRTX Corp	$9.93M	0.51%	0.00%	-4.1%	Q2 2020
CVSCVS HEALTH Corp	$9.51M	0.49%	0.01%	-2.2%	Q2 2013
LOWLowes Companies Inc	$9.46M	0.49%	0.01%	-1.2%	Q2 2013
CBRECbre Group, Inc.	$9.29M	0.48%	0.02%	-4.2%	Q1 2021

Q3 2025Reported Oct 30, 2025148 positions
AAPLApple Inc.	$74.9M	3.80%	0.00%	-0.4%	Q2 2013
MSFTMicrosoft Corp	$71.2M	3.62%	0.00%	-0.6%	Q2 2013
NVDANvidia Corp	$39.7M	2.02%	0.00%	-0.9%	Q1 2020
JPMJPMorgan Chase & Co	$35.7M	1.81%	0.00%	-0.6%	Q2 2013
GOOGAlphabet Inc.	$34M	1.73%	Not reported	-3.9%	Q4 2015
AMZNAmazon Com Inc	$30.9M	1.57%	0.00%	+57.4%	Q1 2015
GOOGLAlphabet Inc.	$28.8M	1.46%	0.00%	-0.4%	Q4 2015
DJPBarclays Bank PLC	$26.7M	1.36%	Not reported	+1.3%	Q1 2021
PANWPalo Alto Networks Inc	$22.3M	1.13%	0.02%	-0.3%	Q4 2018
METAMeta Platforms, Inc.	$21.5M	1.09%	Not reported	-5.2%	Q1 2015
LVSLas Vegas Sands Corp	$20.6M	1.04%	0.06%	-5.5%	Q2 2024
BABAAlibaba Group Holding Ltd	$20M	1.02%	0.00%	+0.7%	Q1 2015
DHRDanaher Corp	$19.5M	0.99%	0.01%	+2.8%	Q2 2013
MELIMercadolibre Inc	$19.1M	0.97%	0.02%	+1.4%	Q1 2021
AMDAdvanced Micro Devices Inc	$18.1M	0.92%	0.01%	-1.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$17.8M	0.90%	Not reported	-0.3%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$17.8M	0.90%	Not reported	-0.9%	Q2 2013
LNGCheniere Energy, Inc.	$17.2M	0.87%	0.03%	+0.2%	Q3 2015
BWABorgwarner Inc	$16.5M	0.84%	0.17%	-0.3%	Q1 2019
TMOThermo Fisher Scientific Inc.	$15.8M	0.80%	0.01%	+2.0%	Q2 2013
CRMSalesforce, Inc.	$15.7M	0.80%	0.01%	+3.7%	Q2 2022
MRSHMarsh & Mclennan Companies, Inc.	$15.6M	0.79%	0.02%	-0.3%	Q1 2014
VVisa Inc.	$15.6M	0.79%	0.00%	-1.8%	Q2 2013
WMTWalmart Inc.	$15.5M	0.79%	0.00%	+0.2%	Q2 2013
TTWOTake Two Interactive Software Inc	$15.5M	0.79%	0.03%	-0.3%	Q1 2021
ADPAutomatic Data Processing Inc	$15.1M	0.77%	0.01%	+1.4%	Q2 2013
CUKCarnival PLC	$15M	0.76%	0.26%	-4.7%	Q2 2025
XYZBlock, Inc.	$15M	0.76%	Not reported	-0.5%	Q3 2024
ABTAbbott Laboratories	$14.6M	0.74%	0.01%	0.0%	Q2 2013
UNPUnion Pacific Corp	$14.2M	0.72%	0.01%	+1.5%	Q2 2013
DISWalt Disney Co	$13.9M	0.71%	0.01%	-0.4%	Q2 2013
IAUIshares Gold Trust	$13.3M	0.67%	0.02%	-1.0%	Q1 2021
NXPINXP Semiconductors N.V.	$13.1M	0.67%	0.02%	-0.6%	Q2 2015
APDAir Products & Chemicals, Inc.	$12.5M	0.63%	0.02%	+1.6%	Q2 2013
VMCVulcan Materials CO	$12.5M	0.63%	0.03%	-2.3%	Q2 2013
RYAAYRyanair Holdings PLC	$12.4M	0.63%	0.02%	-0.8%	Q4 2021
MGMMGM Resorts International	$11.9M	0.60%	0.13%	-0.9%	Q4 2018
BKNGBooking Holdings Inc.	$11.4M	0.58%	0.01%	-3.6%	Q1 2020
XOMExxonMobil Holdings Corp	$11.4M	0.58%	0.00%	+0.9%	Q2 2013
NICENICE Ltd.	$11.4M	0.58%	0.12%	+0.9%	Q2 2021
COSTCostco Wholesale Corp	$11.3M	0.57%	0.00%	+0.8%	Q2 2013
POOLPool Corp	$11.3M	0.57%	0.10%	+1.8%	Q3 2022
PGPROCTER & GAMBLE Co	$11.1M	0.56%	0.00%	+0.5%	Q2 2013
AMJBJPMorgan Chase & Co	$11.1M	0.56%	Not reported	-1.1%	Q2 2024
AAAUGoldman Sachs Physical Gold ETF	$11.1M	0.56%	0.56%	-3.4%	Q2 2023
TCOMTrip.com Group Ltd	$10.8M	0.55%	0.02%	+0.1%	Q1 2021
KMIKinder Morgan, Inc.	$10.5M	0.54%	0.02%	-2.5%	Q2 2013
CZRCaesars Entertainment, Inc.	$10.2M	0.52%	0.18%	+1.5%	Q3 2020
LOWLowes Companies Inc	$9.98M	0.51%	0.01%	+0.7%	Q2 2013
CBRECbre Group, Inc.	$9.5M	0.48%	0.02%	-1.1%	Q1 2021

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