Osmosis Investment Management UK Ltd

Est. AUM

$3.72B

13F long equity, this entity only

Positions

456

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$287.7M	1649774	7.73%	SOLE
2	APPLE INC	COM	$240.5M	947791	6.46%	SOLE
3	MICROSOFT CORP	COM	$146.8M	396597	3.94%	SOLE
4	AMAZON COM INC	COM	$127.6M	612695	3.43%	SOLE
5	ALPHABET INC	CAP STK CL A	$101.7M	353497	2.73%	SOLE
6	ALPHABET INC	CAP STK CL C	$82.8M	288742	2.23%	SOLE
7	META PLATFORMS INC	CL A	$79.6M	139115	2.14%	SOLE
8	BROADCOM INC	COM	$76.2M	246060	2.05%	SOLE
9	TESLA INC	COM	$65.9M	177356	1.77%	SOLE
10	JPMORGAN CHASE & CO	COM	$51.6M	175265	1.38%	SOLE
11	ELI LILLY & CO	COM	$42.2M	45904	1.13%	SOLE
12	JOHNSON & JOHNSON	COM	$38.9M	158964	1.04%	SOLE
13	ASTRAZENECA PLC	ORD	$38.6M	199294	1.04%	SOLE
14	COCA COLA CO	COM	$34.8M	454596	0.93%	SOLE
15	BRISTOL-MYERS SQUIBB CO	COM	$33.6M	554811	0.90%	SOLE
16	VISA INC	COM CL A	$33.1M	109401	0.89%	SOLE
17	ANALOG DEVICES INC	COM	$32.8M	103218	0.88%	SOLE
18	ADVANCED MICRO DEVICES INC	COM	$31.9M	156965	0.86%	SOLE
19	CISCO SYS INC	COM	$31.5M	405545	0.85%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$31.3M	65223	0.84%	SOLE
21	MCDONALDS CORP	COM	$30.6M	98325	0.82%	SOLE
22	KLA CORP	COM NEW	$29.8M	20262	0.80%	SOLE
23	MASTERCARD INCORPORATED	CL A	$27.5M	55084	0.74%	SOLE
24	SOUTHERN CO	COM	$27.0M	280167	0.73%	SOLE
25	NETFLIX INC.	COM	$25.9M	269815	0.70%	SOLE
26	WALMART INC	COM	$25.2M	202512	0.68%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$25.2M	25253	0.68%	SOLE
28	GILEAD SCIENCES INC	COM	$24.2M	173584	0.65%	SOLE
29	ABBVIE INC	COM	$24.1M	110939	0.65%	SOLE
30	ECOLAB INC	COM	$24.0M	89913	0.64%	SOLE
31	MEDTRONIC PLC	SHS	$23.9M	273631	0.64%	SOLE
32	L3HARRIS TECHNOLOGIES INC	COM	$22.3M	64730	0.60%	SOLE
33	CHEVRON CORPORATION	COM	$21.9M	105635	0.59%	SOLE
34	BANK AMERICA CORP	COM	$21.8M	446596	0.58%	SOLE
35	PALANTIR TECHNOLOGIES INC	CL A	$20.9M	142533	0.56%	SOLE
36	T-MOBILE US INC	COM	$20.5M	97783	0.55%	SOLE
37	KEURIG DR PEPPER INC	COM	$20.4M	770544	0.55%	SOLE
38	HOME DEPOT INC	COM	$20.4M	62156	0.55%	SOLE
39	ROCKWELL AUTOMATION INC	COM	$20.1M	55879	0.54%	SOLE
40	GE AEROSPACE	COM NEW	$19.8M	69640	0.53%	SOLE
41	UBER TECHNOLOGIES INC	COM	$19.7M	273838	0.53%	SOLE
42	ENBRIDGE INC	COM	$19.5M	361515	0.52%	SOLE
43	FASTENAL CO	COM	$19.5M	419491	0.52%	SOLE
44	ACCENTURE PLC IRELAND	SHS CLASS A	$19.4M	97977	0.52%	SOLE
45	GE VERNOVA INC	COM	$19.1M	21905	0.51%	SOLE
46	ORACLE CORP	COM	$19.1M	129634	0.51%	SOLE
47	APPLIED MATLS INC	COM	$18.8M	55073	0.51%	SOLE
48	CARDINAL HEALTH INC	COM	$18.2M	86197	0.49%	SOLE
49	WATERS CORP	COM	$17.4M	58535	0.47%	SOLE
50	INTUIT	COM	$17.1M	39579	0.46%	SOLE

1–50 of 456

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.