OI
Osmosis Investment Management UK Ltd 13F 持仓与主要持股（Q2 2026）
Osmosis Investment Management UK LtdCIK: 0001780700
分散型投资策略趋势追踪型高频交易型
申报总市值
US$21.5亿
申报季度: 2026-06-30 · 持股只数: 452
Osmosis Investment Management UK Ltd在最新一期 13F 报告中披露了 452 项持股，申报期为 2026-06-30，总持股市值约为 US$21.5亿，季度换手率为 61.0%。
机构性格雪花图
- 集中度
- 7.25
- 持仓稳定性
- 60.97
- 动能倾向
- 72.07
- 行业集中度
- 57.88
- 多样化
- 100
- 仓位均衡度
- 73.15
Osmosis Investment Management UK Ltd 目前披露的持仓，Herfindahl 集中度指数为 0.018——换算下来相当于约 55 个等权重仓位，明显低于其实际披露的 452 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.68），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
来源与引用信息
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加仓 MU
-38.4% US$1827.0万
加仓 AMD
-56.9% US$740.3万
加仓 LRCX
+523.9% US$1590.3万
加仓 INTC
-51.8% US$852.1万
加仓 LIN
+1474.2% US$1378.2万
减仓 LHX
-83.6% -US$1926.2万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 200 大持股（共 452 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 7.41% | -0.32% | -51.62% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.49% | +0.03% | -48.98% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.57% | -0.37% | -47.97% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.49% | +0.06% | -48.55% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.87% | +0.14% | -51.06% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.30% | +0.07% | -51.41% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.29% | +0.24% | -47.02% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.91% | -0.23% | -47.55% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.83% | +0.97% | -56.86% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.68% | -0.09% | -51.42% | |
| 11 | MU | Micron Technology Inc | 股票-科技 | 1.62% | +1.17% | -38.44% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.04% | -49.58% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.25% | +0.12% | -51.14% | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.15% | +0.71% | -51.85% | |
| 15 | KLAC | Kla CORP | 股票-科技 | 1.05% | +0.25% | +269.01% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.12% | -56.06% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.12% | -50.82% | |
| 18 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.92% | -0.12% | -46.82% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | — | -49.02% | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 0.86% | +0.35% | -53.38% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 0.82% | -0.06% | -56.98% | |
| 22 | LRCX | Lam Research CORP | 股票-科技 | 0.80% | +0.76% | +523.92% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.78% | -0.15% | -54.61% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.77% | -0.05% | -37.20% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.77% | -0.13% | -47.85% | |
| 26 | LIN | Linde plc | 股票-原材料 | 0.68% | +0.66% | +1474.22% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.66% | +0.01% | -49.14% | |
| 28 | GEV | GE Vernova Inc | 股票-工业 | 0.65% | +0.14% | -45.17% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | -0.09% | -50.41% | |
| 30 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.60% | +0.22% | -9.19% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | +0.02% | -49.37% | |
| 32 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.56% | +0.01% | -52.31% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.56% | +0.16% | -48.17% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.29% | -63.68% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 0.55% | +0.11% | -29.11% | |
| 36 | ROK | Rockwell Automation Inc | 股票-工业 | 0.54% | — | -58.30% | |
| 37 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.53% | -0.12% | -47.97% | |
| 38 | DELL | Dell Technologies -c | 股票-科技 | 0.53% | +0.09% | -73.58% | |
| 39 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.52% | -0.03% | -31.25% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.52% | -0.03% | -48.70% | |
| 41 | ECL | Ecolab Inc | 股票-原材料 | 0.52% | -0.12% | -55.30% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.52% | +0.14% | -42.14% | |
| 43 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.51% | +0.02% | -46.44% | |
| 44 | UBER | Uber Technologies Inc | 股票-工业 | 0.50% | -0.03% | -45.25% | |
| 45 | FAST | Fastenal Co | 股票-工业 | 0.49% | -0.03% | -47.95% | |
| 46 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.49% | +0.14% | -28.75% | |
| 47 | WAT | Waters CORP | 股票-医疗保健 | 0.48% | +0.01% | -52.54% | |
| 48 | EQIX | Equinix Inc | 股票-房地产 | 0.47% | +0.03% | -40.85% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.47% | +0.02% | -49.47% | |
| 50 | RY | Royal Bank Of Canada | 股票-金融 | 0.45% | +0.06% | -47.51% |
1–50 of 200
投资组合表现
Q3 2026表现
+2.5%
近4个季度表现
+13.5%
- 标准差
- +18.3%
- 贝塔系数
- +0.97
- 阿尔法
- +3%
- 最大回撤
- -1.5%
- 年化表现
- +28.9%
- 对标普胜率
- +66.7%
- 索提诺比率
- +3.79
- 斯图泽指数
- +0.48
- 特雷诺比率
- +0.28
- 斯特林比率
- —
- 卡玛比率
- +19.61
- 信息比率
- +1.12
- 跟踪误差
- +2.1%
- 下行标准差
- +7.1%
- 正收益月份占比
- +66.7%
- 负收益月份占比
- +33.3%
- 最佳12个月
- —
- 最差12个月
- —
- 效率比率
- +0.52
- 夏普比率
- +1.48
- 行业分散度
- +9.6%
- 偏度
- +0.14
- 峰度
- -1.03
- 上行潜力
- +5.56
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
Osmosis Investment Management UK Ltd 在 2026-06-30 最显著的持仓异动： 清仓: Hologic Inc (HO1); 新建仓: Coherent CORP (COHR); 清仓: Hubspot Inc (HUBS); 新建仓: Enlight Renewable Energy Ltd (ENLT); 清仓: Teck Resources Ltd-cls B (TECK).
仅显示变动幅度最大的前 200 项（共 488 项）
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | -38.44% | 减仓 |
| 2 | AMD | Advanced Micro Devices | +1% | -56.86% | 减仓 |
| 3 | LRCX | Lam Research CORP | +0.8% | +523.92% | 加仓 |
| 4 | INTC | Intel CORP | +0.7% | -51.85% | 减仓 |
| 5 | LIN | Linde plc | +0.7% | +1474.22% | 加仓 |
| 6 | FIX | Comfort Systems USA Inc | +0.3% | +88.35% | 加仓 |
| 7 | KLAC | Kla CORP | +0.3% | +269.01% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.2% | -47.02% | 减仓 |
| 9 | COHR | Coherent CORP | +0.2% | NEW | 新建仓 |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | -48.17% | 减仓 |
| 11 | ENLT | Enlight Renewable Energy Ltd | +0.2% | NEW | 新建仓 |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +173.00% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -51.06% | 减仓 |
| 14 | GEV | GE Vernova Inc | +0.1% | -45.17% | 减仓 |
| 15 | ANET | Arista Networks Inc | +0.1% | -42.14% | 减仓 |
| 16 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -28.75% | 减仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -51.14% | 减仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -56.06% | 减仓 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +629.18% | 加仓 |
| 20 | AMGN | Amgen Inc | +0.1% | -29.11% | 减仓 |
| 21 | DELL | Dell Technologies -c | +0.1% | -73.58% | 减仓 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -51.41% | 减仓 |
| 23 | WELL | Welltower Inc | +0.1% | -38.77% | 减仓 |
| 24 | ✓ | +0.1% | NEW | 新建仓 | |
| 25 | AMZN | Amazon.com Inc | +0.1% | -48.55% | 减仓 |
| 26 | RY | Royal Bank Of Canada | +0.1% | -47.51% | 减仓 |
| 27 | STLD | Steel Dynamics Inc | +0.1% | -44.16% | 减仓 |
| 28 | PLD | Prologis Inc | +0.1% | -33.38% | 减仓 |
| 29 | AXON | Axon Enterprise Inc | +0.1% | -49.28% | 减仓 |
| 30 | MS | Morgan Stanley | 0% | -48.72% | 减仓 |
| 31 | TD | Toronto-dominion Bank | 0% | -50.44% | 减仓 |
| 32 | EBAY | Ebay Inc | 0% | -44.80% | 减仓 |
| 33 | AAPL | Apple Inc | 0% | -48.98% | 减仓 |
| 34 | EQIX | Equinix Inc | 0% | -40.85% | 减仓 |
| 35 | BMO | Bank Of Montreal | 0% | -47.17% | 减仓 |
| 36 | APP | Applovin Corp-class A | 0% | -48.61% | 减仓 |
| 37 | BAC | Bank Of America CORP | 0% | -49.37% | 减仓 |
| 38 | CAH | Cardinal Health Inc | 0% | -46.44% | 减仓 |
| 39 | GS | Goldman Sachs Group Inc | 0% | -49.47% | 减仓 |
| 40 | ETN | Eaton Corporation plc | 0% | -47.97% | 减仓 |
| 41 | CM | Can Imperial Bk Of Commerce | 0% | -46.54% | 减仓 |
| 42 | BNS | Bank Of Nova Scotia | 0% | -47.14% | 减仓 |
| 43 | VRT | Vertiv Holdings Co-a | 0% | -48.86% | 减仓 |
| 44 | ABBV | Abbvie Inc | 0% | -49.14% | 减仓 |
| 45 | KDP | Keurig Dr Pepper Inc | 0% | -52.31% | 减仓 |
| 46 | WAT | Waters CORP | 0% | -52.54% | 减仓 |
| 47 | C | Citigroup Inc | 0% | -51.47% | 减仓 |
| 48 | SYY | Sysco CORP | 0% | -48.84% | 减仓 |
| 49 | UBS | UBS Group AG | 0% | -51.84% | 减仓 |
| 50 | BNY | Bank Of New York Mellon CORP | 0% | -50.06% | 减仓 |
1–50 of 200
申报历史
FAQ
Osmosis Investment Management UK Ltd 是什么机构？属于哪种投资人类型？
Osmosis Investment Management UK Ltd 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$21.5亿，分布在 452 个已申报仓位之中。
Osmosis Investment Management UK Ltd 目前前几大持股有哪些？
根据最新 13F 申报，Osmosis Investment Management UK Ltd 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$1.6亿 (7.4%)
2. Apple Inc (AAPL) — US$1.4亿 (6.5%)
3. Microsoft CORP (MSFT) — US$7697.6万 (3.6%)
4. Amazon.com Inc (AMZN) — US$7513.4万 (3.5%)
5. Alphabet Inc-cl A (GOOGL) — US$6182.8万 (2.9%)
Osmosis Investment Management UK Ltd 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Osmosis Investment Management UK Ltd 共进行了 200 项显著调整：新建仓 3 个仓位、加仓 7 个既有持股、减仓 186 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Hologic Inc (HO1); 新建仓: Coherent CORP (COHR); 清仓: Hubspot Inc (HUBS); 新建仓: Enlight Renewable Energy Ltd (ENLT); 清仓: Teck Resources Ltd-cls B (TECK)
Osmosis Investment Management UK Ltd 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Osmosis Investment Management UK Ltd 的主要板块分布如下：
• Information Technology: 37.0%
• Financials: 12.4%
• Health Care: 11.7%
• Consumer Discretionary: 9.4%
• Communication Services: 9.2%
• Industrials: 7.4%
投资风格解析
Osmosis Investment Management UK Ltd重建的 13F 持仓回测显示，过去 6 个月年化回报率为 28.9%，跑赢 S&P 500 3.0 个百分点；贝塔系数为 0.97（波动性与大盘大致相当），季度胜率为 67%。
该机构的持仓风格高度分散、交易频繁，其中 37.0% 集中于Information Technology。
过去 2 个季度，该机构的换手率评分从 0 升至 61，交易变得更为活跃。
过去两个季度，该机构持续加码 KEYS（+US$244.9万，现达 US$402.2万），同时减持 NVDA（-US$1.7亿，仍持有 US$1.6亿）。
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开发者访问
以编程方式访问 Osmosis Investment Management UK Ltd 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/osmosis-investment-management-uk-ltdCLI 命令
npx alphasmo institutions get osmosis-investment-management-uk-ltd