Osmosis Investment Management UK Ltd

Osmosis Investment Management UK Ltd reported 452 holdings worth US$2.15B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Osmosis Investment Management UK Ltd reported 452 holdings worth US$2.15B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).

Holdings
452
Value as reported
US$2.15B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation798KUS$160M7.4%
Apple Inc484KUS$140M6.5%
Alphabet Inc (google) Class C312KUS$111M5.2%
Microsoft Corp.206KUS$77M3.6%
Amazon.com, Inc.315KUS$75.1M3.5%
Broadcom Inc.130KUS$49.2M2.3%
Meta Platforms, Inc.72,965US$41.1M1.9%
Advanced Micro Devices Inc67,712US$39.3M1.8%
Tesla, Inc.86,165US$36.2M1.7%
Micron Technology, Inc.30,183US$34.8M1.6%
Jp Morgan Chase & Co.88,370US$28.9M1.3%
Eli Lilly And Company22,430US$26.9M1.2%
Intel Corporation178KUS$24.8M1.2%
Kla Corporation74,769US$22.6M1.0%
Cisco Systems, Inc.178KUS$20.9M0.97%
Johnson & Johnson78,182US$19.9M0.92%
Visa Inc.55,770US$19.1M0.89%
Applied Materials, Inc.25,676US$18.6M0.86%
Analog Devices, Inc.44,403US$17.6M0.82%
Lam Research Corporation39,850US$17.3M0.80%
Coca-cola Company (the)206KUS$16.8M0.78%
Mcdonald's Corporation61,750US$16.7M0.77%
Bristol-myers Squibb Company289KUS$16.7M0.77%
Abbvie Inc.56,423US$14.2M0.66%
Ge Vernova Inc.12,010US$14.1M0.65%
Mastercard Incorporated27,314US$14M0.65%
Mondelez International, Inc.224KUS$13M0.60%
Bank Of America Corporation226KUS$12.9M0.60%
Keurig Dr Pepper Inc.367KUS$12M0.56%
Unitedhealth Group Incorporated28,873US$12M0.56%
Berkshire Hathaway Inc.23,690US$11.9M0.55%
Amgen Inc.32,649US$11.8M0.55%
Rockwell Automation, Inc.23,301US$11.5M0.54%
Gilead Sciences, Inc.90,311US$11.4M0.53%
Dell Technologies Inc.26,355US$11.4M0.53%
T-mobile Us, Inc.67,222US$11.3M0.52%
Home Depot, Inc. (the)31,887US$11.2M0.52%
Ecolab Inc.40,187US$11.2M0.52%
Arista Networks, Inc.65,794US$11.2M0.52%
Cardinal Health, Inc.46,169US$11M0.51%
Uber Technologies, Inc.150KUS$10.8M0.50%
Fastenal Company218KUS$10.5M0.49%
Vertex Pharmaceuticals Incorporated21,075US$10.5M0.49%
Waters Corporation27,778US$10.4M0.48%
Equinix, Inc.9,797US$10.2M0.47%
Goldman Sachs Group, Inc. (the)9,947US$10.1M0.47%
Royal Bank Of Canada46,772US$9.68M0.45%
Netflix, Inc.135KUS$9.62M0.45%
Costco Wholesale Corporation10,287US$9.62M0.45%
Lockheed Martin Corporation18,472US$9.41M0.44%
Ge Aerospace24,749US$9.25M0.43%
Welltower Inc.39,982US$9.07M0.42%
Oracle Corporation61,663US$9.04M0.42%
Wells Fargo & Company104KUS$8.55M0.40%
Southern Company (the)89,127US$8.53M0.40%
Morgan Stanley40,228US$8.41M0.39%
Walmart Inc.72,050US$8.16M0.38%
Palantir Technologies Inc.69,294US$8.08M0.38%
Prologis, Inc.59,540US$8.07M0.37%
Citigroup, Inc.57,403US$8.03M0.37%
Eversource Energy (d/b/a)109KUS$7.85M0.36%
Comfort Systems Usa, Inc.3,880US$7.69M0.36%
Intuit Inc.28,041US$7.32M0.34%
Axon Enterprise, Inc.12,950US$7.26M0.34%
The Cigna Group26,243US$7.23M0.34%
Agilent Technologies, Inc.53,654US$7.13M0.33%
Steel Dynamics, Inc.30,533US$7.01M0.33%
Agnico Eagle Mines Limited45,011US$6.99M0.32%
Cvs Health Corporation67,459US$6.98M0.32%
Toronto-dominion Bank56,476US$6.86M0.32%
Enbridge Inc.117KUS$6.36M0.30%
American Express Company18,262US$6.18M0.29%
Mckesson Corporation8,080US$6.11M0.28%
Elevance Health, Inc.15,686US$6.07M0.28%
Crowdstrike Holdings, Inc.7,711US$5.88M0.27%
Liberty Media Corporation - Series A Liberty Formula One61,747US$5.87M0.27%
Chevron Corporation35,312US$5.85M0.27%
Twilio Inc.27,521US$5.68M0.26%
American Tower Corporation (reit)32,689US$5.35M0.25%
Ebay Inc.47,273US$5.28M0.25%
Charles Schwab Corporation (the)57,016US$5.26M0.24%
Edison International70,479US$5.25M0.24%
Cadence Design Systems, Inc.13,957US$5.24M0.24%
Tjx Companies, Inc. (the)34,298US$5.2M0.24%
Nutrien Ltd.82,321US$5.18M0.24%
Merck & Company, Inc.39,005US$5.01M0.23%
Vulcan Materials Company (holding Company)16,736US$4.94M0.23%
Blackrock, Inc.4,985US$4.79M0.22%
Synopsys, Inc.10,336US$4.61M0.21%
Otis Worldwide Corporation64,322US$4.61M0.21%
Western Digital Corporation7,100US$4.53M0.21%
Sysco Corporation53,788US$4.5M0.21%
Coherent Corp.11,329US$4.47M0.21%
Public Storage13,856US$4.41M0.20%
Intuitive Surgical, Inc.10,900US$4.33M0.20%
Jacobs Solutions Inc.34,053US$4.29M0.20%
Ford Mtr Co Del308KUS$4.29M0.20%
Booking Holdings Inc. Common Stock24,011US$4.28M0.20%
Crown Castle Inc.56,266US$4.26M0.20%
Shopify Inc.37,089US$4.24M0.20%

Every holding of Osmosis Investment Management UK Ltd

Source

View original at SEC

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