EdgeMarket › What Osborne Partners Capital Management, Llc reported owning
What Osborne Partners Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
197Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VEU Vanguard FTSE All World Ex US ETF | 138.3M | 7.3% | 1.8M | 85.69 | +23.3% |
| AAPL Apple Inc. | 71.9M | 3.8% | 283.1K | 309.35 | +36.9% |
| VWO Vanguard FTSE Emerging Markets ETF | 64.5M | 3.4% | 1.2M | 60.45 | +17.7% |
| MSFT MICROSOFT CORP | 57.7M | 3.1% | 155.9K | 483.24 | -4.4% |
| EWJ iShares MSCI Japan ETF | 44.6M | 2.4% | 528.0K | 95.18 | +19.5% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 43.7M | 2.3% | 434.6K | 100.63 | +0.0% |
| VNQ Vanguard Real Estate ETF | 43.1M | 2.3% | 485.5K | 98.50 | +8.6% |
| VGK Vanguard FTSE Europe ETF | 40.3M | 2.1% | 489.1K | 92.72 | +16.8% |
| AMZN AMAZON COM INC | 37.3M | 2.0% | 179.0K | 258.63 | +15.6% |
| DJP BARCLAYS BANK PLC | 34.5M | 1.8% | 715.8K | 50.62 | +51.1% |
| GOOG Alphabet Inc. | 34.3M | 1.8% | 119.7K | 341.75 | +70.7% |
| NVDA NVIDIA CORP | 32.6M | 1.7% | 186.8K | 214.72 | +22.4% |
| JPM JPMORGAN CHASE & CO | 32.6M | 1.7% | 110.7K | 351.58 | +20.3% |
| SRLN State Street Blackstone Senior Loan ETF | 30.8M | 1.6% | 767.8K | 40.62 | -2.0% |
| RWX State Street SPDR Dow Jones International Real | 30.7M | 1.6% | 1.2M | 27.82 | -0.7% |
| ICSH iShares Ultra Short Duration Bond Active ETF | 30.6M | 1.6% | 604.7K | 50.53 | -0.3% |
| GOOGL Alphabet Inc. | 27.1M | 1.4% | 94.2K | 344.82 | +73.0% |
| DAX Global X DAX Germany ETF | 26.1M | 1.4% | 618.6K | 47.24 | +4.8% |
| ILF iShares Latin America 40 ETF | 23.1M | 1.2% | 650.9K | 34.68 | +34.2% |
| EWN iShares MSCI Netherlands Index Fund | 22.6M | 1.2% | 393.5K | 69.46 | +29.6% |
| PANW Palo Alto Networks Inc | 22.6M | 1.2% | 140.7K | 357.87 | +94.0% |
| AMD ADVANCED MICRO DEVICES INC | 21.8M | 1.2% | 107.4K | 473.25 | +186.5% |
| XBI State Street SPDR S&P Biotech ETF | 21.8M | 1.2% | 170.8K | 165.73 | +85.8% |
| TMO THERMO FISHER SCIENTIFIC INC. | 21.6M | 1.1% | 44.0K | 629.27 | +27.2% |
| MNA NYLI Merger Arbitrage ETF | 20.1M | 1.1% | 554.3K | 36.88 | +3.4% |
| TLT iShares 20 Year Treasury Bond ETF | 19.2M | 1.0% | 221.7K | 82.05 | -5.5% |
| BWA BORGWARNER INC | 18.9M | 1.0% | 348.6K | 67.78 | +60.5% |
| DHR DANAHER CORP /DE/ | 18.8M | 1.0% | 99.1K | 218.85 | +3.5% |
| GXC State Street SPDR S&P China ETF | 18.2M | 1.0% | 195.4K | 91.46 | -4.8% |
| MELI MERCADOLIBRE INC | 17.2M | 0.9% | 9.9K | 1,922.73 | -17.7% |
| XOM ExxonMobil Holdings Corp | 17.2M | 0.9% | 101.2K | 165.11 | +52.1% |
| SPY SPDR S&P 500 ETF TRUST | 16.8M | 0.9% | 25.8K | 765.72 | +20.0% |
| unmapped CUSIP 084670702 | 16.6M | 0.9% | 34.6K | — | — |
| META Meta Platforms, Inc. | 16.4M | 0.9% | 28.7K | 549.90 | -26.5% |
| WMT Walmart Inc. | 15.3M | 0.8% | 123.1K | 103.70 | +1.1% |
| ICVT iShares Convertible Bond ETF | 15.2M | 0.8% | 149.7K | 115.86 | +25.4% |
| BABA Alibaba Group Holding Ltd | 14.5M | 0.8% | 115.9K | 119.34 | -0.1% |
| INCO Columbia India Consumer ETF | 14.5M | 0.8% | 263.0K | 62.28 | -6.9% |
| XYZ Block, Inc. | 14.4M | 0.8% | 239.8K | 82.16 | +10.8% |
| unmapped CUSIP 14365C103 | 14.2M | 0.7% | 549.5K | — | — |
| CRM Salesforce, Inc. | 14.1M | 0.7% | 75.8K | 209.17 | -15.1% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 14.0M | 0.7% | 80.9K | 192.01 | -9.1% |
| USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 14.0M | 0.7% | 530.7K | 26.23 | -0.5% |
| V VISA INC. | 14.0M | 0.7% | 46.2K | 371.04 | +7.9% |
| APD Air Products & Chemicals, Inc. | 13.3M | 0.7% | 45.8K | 305.10 | +4.4% |
| MGM MGM Resorts International | 12.7M | 0.7% | 344.1K | 43.74 | +20.5% |
| AMJB JPMORGAN CHASE & CO | 12.7M | 0.7% | 368.0K | 37.28 | +21.5% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 12.5M | 0.7% | 157.6K | 78.59 | -1.3% |
| SLB SLB LIMITED/NV | 12.5M | 0.7% | 242.5K | 53.87 | +61.5% |
| KMI KINDER MORGAN, INC. | 12.2M | 0.6% | 363.7K | 30.98 | +16.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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