Osmosis Investment Management UK Ltd

London, X0 · CIK 1780700 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$2.2bn reported value -42.1% vs Q1 2026

452positions

33.8%in top 10

32 new 37 added 372 reduced 36 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	798,236	$159.7m7.41%	7.41%	Reduced -851.5k	-851,538 -51.6%
2	APPLE INC COM AAPL	AAPL	483,606	$139.9m6.49%	6.49%	Reduced -464.2k	-464,185 -49.0%
3	MICROSOFT CORP COM MSFT	MSFT	206,358	$77.0m3.57%	3.57%	Reduced -190.2k	-190,239 -48.0%
4	AMAZON COM INC COM AMZN	AMZN	315,237	$75.1m3.49%	3.49%	Reduced -297.5k	-297,458 -48.5%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	173,008	$61.8m2.87%	2.87%	Reduced -180.5k	-180,489 -51.1%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	140,300	$49.6m2.30%	2.30%	Reduced -148.4k	-148,442 -51.4%
7	BROADCOM INC COM AVGO	AVGO	130,372	$49.2m2.29%	2.29%	Reduced -115.7k	-115,688 -47.0%
8	META PLATFORMS INC CL A META	META	72,965	$41.1m1.91%	1.91%	Reduced -66.2k	-66,150 -47.5%
9	ADVANCED MICRO DEVICES INC COM AMD	AMD	67,712	$39.3m1.83%	1.83%	Reduced -89.3k	-89,253 -56.9%
10	TESLA INC COM TSLA	TSLA	86,165	$36.2m1.68%	1.68%	Reduced -91.2k	-91,191 -51.4%
11	MICRON TECHNOLOGY INC COM MU	MU	30,183	$34.8m1.62%	1.62%	Reduced -18.8k	-18,844 -38.4%
12	JPMORGAN CHASE & CO COM JPM	JPM	88,370	$28.9m1.34%	1.34%	Reduced -86.9k	-86,895 -49.6%
13	ELI LILLY & CO COM LLY	LLY	22,430	$26.9m1.25%	1.25%	Reduced -23.5k	-23,474 -51.1%
14	INTEL CORP COM INTC	INTC	177,563	$24.8m1.15%	1.15%	Reduced -191.2k	-191,176 -51.9%
15	KLA CORP COM NEW KLAC	KLAC	74,769	$22.6m1.05%	1.05%	Reduced -127.9k	-127,851 -63.1%
16	CISCO SYS INC COM CSCO	CSCO	178,214	$20.9m0.97%	0.97%	Reduced -227.3k	-227,331 -56.1%
17	JOHNSON & JOHNSON COM JNJ	JNJ	78,182	$19.9m0.92%	0.92%	Reduced -80.8k	-80,782 -50.8%
18	ASTRAZENECA PLC ORD AZN	AZN	105,982	$19.8m0.92%	0.92%	Reduced -93.3k	-93,312 -46.8%
19	VISA INC COM CL A V	V	55,770	$19.1m0.89%	0.89%	Reduced -53.6k	-53,631 -49.0%
20	APPLIED MATLS INC COM AMAT	AMAT	25,676	$18.6m0.86%	0.86%	Reduced -29.4k	-29,397 -53.4%
21	ANALOG DEVICES INC COM ADI	ADI	44,403	$17.6m0.82%	0.82%	Reduced -58.8k	-58,815 -57.0%
22	LAM RESEARCH CORP COM NEW LRCX	LRCX	39,850	$17.3m0.80%	0.80%	Added +33.5k	+33,463 523.9%
23	COCA COLA CO COM KO	KO	206,323	$16.8m0.78%	0.78%	Reduced -248.3k	-248,273 -54.6%
24	MCDONALDS CORP COM MCD	MCD	61,750	$16.7m0.77%	0.77%	Reduced -36.6k	-36,575 -37.2%
25	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	289,321	$16.7m0.77%	0.77%	Reduced -265.5k	-265,490 -47.9%
26	LINDE PLC SHS LIN	LIN	28,273	$14.7m0.68%	0.68%	Added +26.5k	+26,477 1474.2%
27	ABBVIE INC COM ABBV	ABBV	56,423	$14.2m0.66%	0.66%	Reduced -54.5k	-54,516 -49.1%
28	GE VERNOVA INC COM GEV	GEV	12,010	$14.1m0.65%	0.65%	Reduced -9.9k	-9,895 -45.2%
29	MASTERCARD INCORPORATED CL A MA	MA	27,314	$14.0m0.65%	0.65%	Reduced -27.8k	-27,770 -50.4%
30	MONDELEZ INTL INC CL A MDLZ	MDLZ	224,029	$13.0m0.60%	0.60%	Reduced -22.7k	-22,665 -9.2%
31	BANK AMERICA CORP COM BAC	BAC	226,132	$12.9m0.60%	0.60%	Reduced -220.5k	-220,464 -49.4%
32	KEURIG DR PEPPER INC COM KDP	KDP	367,489	$12.0m0.56%	0.56%	Reduced -403.1k	-403,055 -52.3%
33	UNITEDHEALTH GROUP INC COM UNH	UNH	28,873	$12.0m0.56%	0.56%	Reduced -26.8k	-26,839 -48.2%
34	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	23,690	$11.9m0.55%	0.55%	Reduced -41.5k	-41,533 -63.7%
35	AMGEN INC COM AMGN	AMGN	32,649	$11.8m0.55%	0.55%	Reduced -13.4k	-13,404 -29.1%
36	ROCKWELL AUTOMATION INC COM ROK	ROK	23,301	$11.5m0.54%	0.54%	Reduced -32.6k	-32,578 -58.3%
37	GILEAD SCIENCES INC COM GILD	GILD	90,311	$11.4m0.53%	0.53%	Reduced -83.3k	-83,273 -48.0%
38	DELL TECHNOLOGIES INC CL C DELL	DELL	26,355	$11.4m0.53%	0.53%	Reduced -73.4k	-73,398 -73.6%
39	T-MOBILE US INC COM TMUS	TMUS	67,222	$11.3m0.52%	0.52%	Reduced -30.6k	-30,561 -31.2%
40	HOME DEPOT INC COM HD	HD	31,887	$11.2m0.52%	0.52%	Reduced -30.3k	-30,269 -48.7%
41	ECOLAB INC COM ECL	ECL	40,187	$11.2m0.52%	0.52%	Reduced -49.7k	-49,726 -55.3%
42	ARISTA NETWORKS INC COM SHS ANET	ANET	65,794	$11.2m0.52%	0.52%	Reduced -47.9k	-47,921 -42.1%
43	CARDINAL HEALTH INC COM CAH	CAH	46,169	$11.0m0.51%	0.51%	Reduced -40.0k	-40,028 -46.4%
44	UBER TECHNOLOGIES INC COM UBER	UBER	149,919	$10.8m0.50%	0.50%	Reduced -123.9k	-123,919 -45.2%
45	FASTENAL CO COM FAST	FAST	218,345	$10.5m0.49%	0.49%	Reduced -201.1k	-201,146 -48.0%
46	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	21,075	$10.5m0.49%	0.49%	Reduced -8.5k	-8,505 -28.8%
47	WATERS CORP COM WAT	WAT	27,778	$10.4m0.48%	0.48%	Reduced -30.8k	-30,757 -52.5%
48	EQUINIX INC COM EQIX	EQIX	9,797	$10.2m0.47%	0.47%	Reduced -6.8k	-6,766 -40.9%
49	GOLDMAN SACHS GROUP INC COM GS	GS	9,947	$10.1m0.47%	0.47%	Reduced -9.7k	-9,739 -49.5%
50	ROYAL BK CDA COM RY	RY	46,772	$9.7m0.45%	0.45%	Reduced -42.3k	-42,338 -47.5%
51	NETFLIX INC COM NFLX	NFLX	134,798	$9.6m0.45%	0.45%	Reduced -135.0k	-135,017 -50.0%
52	COSTCO WHSL CORP NEW COM COST	COST	10,287	$9.6m0.45%	0.45%	Reduced -15.0k	-14,966 -59.3%
53	LOCKHEED MARTIN CORP COM LMT	LMT	18,472	$9.4m0.44%	0.44%	Added +2.4k	+2,361 14.7%
54	MEDTRONIC PLC SHS MDT	MDT	118,885	$9.3m0.43%	0.43%	Reduced -154.7k	-154,746 -56.5%
55	GE AEROSPACE COM NEW GE	GE	24,749	$9.2m0.43%	0.43%	Reduced -44.9k	-44,891 -64.5%
56	WELLTOWER INC COM WELL	WELL	39,982	$9.1m0.42%	0.42%	Reduced -25.3k	-25,321 -38.8%
57	ORACLE CORP COM ORCL	ORCL	61,663	$9.0m0.42%	0.42%	Reduced -68.0k	-67,971 -52.4%
58	WELLS FARGO CO NEW COM WFC	WFC	103,501	$8.6m0.40%	0.40%	Reduced -102.3k	-102,271 -49.7%
59	SOUTHERN CO COM SO	SO	89,127	$8.5m0.40%	0.40%	Reduced -191.0k	-191,040 -68.2%
60	MORGAN STANLEY COM NEW MS	MS	40,228	$8.4m0.39%	0.39%	Reduced -38.2k	-38,225 -48.7%
61	WALMART INC COM WMT	WMT	72,050	$8.2m0.38%	0.38%	Reduced -130.5k	-130,462 -64.4%
62	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	69,294	$8.1m0.38%	0.38%	Reduced -73.2k	-73,239 -51.4%
63	PROLOGIS INC. COM PLD	PLD	59,540	$8.1m0.37%	0.37%	Reduced -29.8k	-29,827 -33.4%
64	CITIGROUP INC COM NEW C	C	57,403	$8.0m0.37%	0.37%	Reduced -60.9k	-60,873 -51.5%
65	EVERSOURCE ENERGY COM ES	ES	108,643	$7.9m0.36%	0.36%	Reduced -118.0k	-117,992 -52.1%
66	COMFORT SYS USA INC COM FIX	FIX	3,880	$7.7m0.36%	0.36%	Added +1.8k	+1,820 88.3%
67	INTUIT COM INTU	INTU	28,041	$7.3m0.34%	0.34%	Reduced -11.5k	-11,538 -29.1%
68	AXON ENTERPRISE INC COM AXON	AXON	12,950	$7.3m0.34%	0.34%	Reduced -12.6k	-12,583 -49.3%
69	THE CIGNA GROUP COM CI	CI	26,243	$7.2m0.34%	0.34%	Reduced -4.7k	-4,689 -15.2%
70	AGILENT TECHNOLOGIES INC COM A	A	53,654	$7.1m0.33%	0.33%	Reduced -62.8k	-62,812 -53.9%
71	STEEL DYNAMICS INC COM STLD	STLD	30,533	$7.0m0.33%	0.33%	Reduced -24.1k	-24,150 -44.2%
72	AGNICO EAGLE MINES LTD COM AEM	AEM	45,011	$7.0m0.32%	0.32%	Reduced -28.1k	-28,142 -38.5%
73	CVS HEALTH CORP COM CVS	CVS	67,459	$7.0m0.32%	0.32%	Reduced -35.3k	-35,291 -34.4%
74	TORONTO DOMINION BK ONT COM NEW TD	TD	56,476	$6.9m0.32%	0.32%	Reduced -57.5k	-57,487 -50.4%
75	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	52,544	$6.5m0.30%	0.30%	Reduced -45.4k	-45,433 -46.4%
76	ENBRIDGE INC COM ENB	ENB	117,332	$6.4m0.30%	0.30%	Reduced -244.2k	-244,183 -67.5%
77	AMERICAN EXPRESS CO COM AXP	AXP	18,262	$6.2m0.29%	0.29%	Reduced -18.2k	-18,198 -49.9%
78	MCKESSON CORP COM MCK	MCK	8,080	$6.1m0.28%	0.28%	Reduced -4.9k	-4,910 -37.8%
79	ELEVANCE HEALTH INC COM ELV	ELV	15,686	$6.1m0.28%	0.28%	Reduced -4.6k	-4,624 -22.8%
80	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	7,711	$5.9m0.27%	0.27%	Reduced -7.6k	-7,608 -49.7%
81	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	61,747	$5.9m0.27%	0.27%	Reduced -65.4k	-65,410 -51.4%
82	CHEVRON CORP NEW COM CVX	CVX	35,312	$5.9m0.27%	0.27%	Reduced -70.3k	-70,323 -66.6%
83	TWILIO INC CL A TWLO	TWLO	27,521	$5.7m0.26%	0.26%	Reduced -50.0k	-49,984 -64.5%
84	AMERICAN TOWER CORP NEW COM AMT	AMT	32,689	$5.3m0.25%	0.25%	Reduced -6.5k	-6,464 -16.5%
85	EBAY INC. COM EBAY	EBAY	47,273	$5.3m0.25%	0.25%	Reduced -38.4k	-38,373 -44.8%
86	SCHWAB CHARLES CORP COM SCHW	SCHW	57,016	$5.3m0.24%	0.24%	Reduced -55.3k	-55,347 -49.3%
87	EDISON INTL COM EIX	EIX	70,479	$5.2m0.24%	0.24%	Reduced -116.8k	-116,798 -62.4%
88	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	13,957	$5.2m0.24%	0.24%	Reduced -5.6k	-5,646 -28.8%
89	TJX COS INC NEW COM TJX	TJX	34,298	$5.2m0.24%	0.24%	Reduced -34.2k	-34,175 -49.9%
90	NUTRIEN LTD COM NTR	NTR	82,321	$5.2m0.24%	0.24%	Reduced -84.6k	-84,640 -50.7%
91	EATON CORP PLC SHS ETN	ETN	12,040	$5.1m0.24%	0.24%	Reduced -11.1k	-11,102 -48.0%
92	MERCK & CO INC COM MRK	MRK	39,005	$5.0m0.23%	0.23%	Reduced -74.6k	-74,630 -65.7%
93	VULCAN MATLS CO COM VMC	VMC	16,736	$4.9m0.23%	0.23%	Reduced -22.7k	-22,694 -57.6%
94	UBS GROUP AG SHS UBS	UBS	96,968	$4.8m0.22%	0.22%	Reduced -104.4k	-104,364 -51.8%
95	ROYAL CARIBBEAN GROUP COM RCL	RCL	15,117	$4.8m0.22%	0.22%	Reduced -31.4k	-31,396 -67.5%
96	BLACKROCK INC COM BLK	BLK	4,985	$4.8m0.22%	0.22%	Reduced -4.8k	-4,769 -48.9%
97	SYNOPSYS INC COM SNPS	SNPS	10,336	$4.6m0.21%	0.21%	Reduced -11.5k	-11,478 -52.6%
98	OTIS WORLDWIDE CORP COM OTIS	OTIS	64,322	$4.6m0.21%	0.21%	Reduced -128.5k	-128,480 -66.6%
99	WESTERN DIGITAL CORP COM WDC	WDC	7,100	$4.5m0.21%	0.21%	Reduced -9.7k	-9,714 -57.8%
100	SYSCO CORP COM SYY	SYY	53,788	$4.5m0.21%	0.21%	Reduced -51.4k	-51,357 -48.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HOLOGIC INC HOLX	HOLX	133,913	$10.1m133.9k shares
HUBSPOT INC HUBS	HUBS	15,532	$3.8m15.5k shares
TECK RESOURCES LTD TECK	TECK	47,247	$2.4m47.2k shares
SEA LTD SE	SE	20,589	$1.7m20.6k shares
ARCHER DANIELS MIDLAND CO ADM	ADM	16,849	$1.2m16.8k shares
SOLVENTUM CORP SOLV	SOLV	15,858	$1.0m15.9k shares
FUTU HLDGS LTD FUTU	FUTU	6,770	$925.9k6.8k shares
COSTAR GROUP INC CSGP	CSGP	16,392	$661.3k16.4k shares
LULULEMON ATHLETICA INC LULU	LULU	4,282	$655.6k4.3k shares
IMPERIAL OIL LTD IMO	IMO	4,578	$599.8k4.6k shares
INSULET CORP PODD	PODD	2,647	$555.4k2.6k shares
MAGNA INTL INC MGA	MGA	9,628	$535.9k9.6k shares
TRIMBLE INC TRMB	TRMB	8,022	$523.3k8.0k shares
LENNOX INTL INC LII	LII	1,104	$513.7k1.1k shares
COOPER COS INC COO	COO	7,048	$503.9k7.0k shares
TOWER SEMICONDUCTOR LTD TSEM	TSEM	2,903	$494.9k2.9k shares
PDD HOLDINGS INC PDD	PDD	4,735	$483.8k4.7k shares
CENTERPOINT ENERGY INC CNP	CNP	10,778	$465.2k10.8k shares
HENRY JACK & ASSOC INC JKHY	JKHY	2,715	$429.1k2.7k shares
FOX CORP FOXA	FOXA	7,295	$426.0k7.3k shares
TRANSUNION TRU	TRU	5,736	$396.9k5.7k shares
GRACO INC GGG	GGG	4,439	$375.8k4.4k shares
FOX CORP FOX	FOX	7,052	$374.5k7.1k shares
THOMSON REUTERS CORP		4,091	$368.0k4.1k shares
WATSCO INC WSO	WSO	1,004	$365.2k1.0k shares