Osmosis Investment Management UK Ltd
CIK 1780700
13F filing for Q2 2026・No. 1,563
- Holdings
- US$2.15B
- Quarter change
- −US$1.57B
- Entries
- 452
- Net bought (estimate)
- −US$1.9B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 32
- Sold out 36
- Cut 365
- Added 44
- Corporate actions 0
- Unchanged 11
Largest holdings
452 stocks worth US$2.15B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 798,236 | US$159.72M | 7.41% |
| AAPLAppleCOM | Cut | 483,606 | US$139.94M | 6.49% |
| MSFTMicrosoftCOM | Cut | 206,358 | US$76.98M | 3.57% |
| AMZNAmazonCOM | Cut | 315,237 | US$75.13M | 3.49% |
| GOOGLAlphabetCAP STK CL A | Cut | 173,008 | US$61.83M | 2.87% |
| GOOGALPHABET INCCAP STK CL C | Cut | 140,300 | US$49.57M | 2.30% |
| AVGOBroadcomCOM | Cut | 130,372 | US$49.25M | 2.29% |
| METAMetaCL A | Cut | 72,965 | US$41.1M | 1.91% |
| AMDAMDCOM | CutSplit 1:2 | 67,712 | US$39.33M | 1.83% |
| TSLATeslaCOM | Cut | 86,165 | US$36.24M | 1.68% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.