CIK: 0001780700
Total reported value
$3.7B
Reporting period: 2026-03-31 · Number of holdings: 456
Osmosis Investment Management UK Ltd disclosed 456 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.7B and a quarterly turnover rate of 41.3%.
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Osmosis Investment Management UK Ltd's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 55 equally-sized positions, well below its 456 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.71), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
-7.1% -$59.7M
Trim ELV
-78.4% -$27.1M
Trim AVGO
-20.1% -$30.4M
Trim NVDA
-7.1% -$43.5M
Trim AAPL
-7.9% -$39.3M
Add SO
+257.4% $20.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.73% | -0.62% | -7.11% | |
| 2 | AAPL | Apple INC | Stock-Tech | 6.46% | -0.60% | -7.91% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -1.27% | -7.10% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.43% | -0.04% | +2.79% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | — | +12.95% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.23% | -0.26% | -8.41% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.14% | -0.46% | -10.85% | |
| 8 | AVGO | Broadcom INC | Stock-Tech | 2.05% | -0.64% | -20.10% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 1.77% | -0.32% | -3.75% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.14% | -6.27% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | -0.17% | -4.24% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | — | -17.82% | |
| 13 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.04% | +1.04% | NEW | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.93% | +0.27% | +21.41% | |
| 15 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.90% | +0.27% | +20.56% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.16% | -7.45% | |
| 17 | ADI | Analog Devices INC | Stock-Tech | 0.88% | +0.88% | NEW | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 0.86% | -0.40% | -32.87% | |
| 19 | CSCO | Cisco Systems INC | Stock-Tech | 0.85% | — | +3.51% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | — | -3.58% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | — | +8.39% | |
| 22 | KLAC | Kla CORP | Stock-Tech | 0.80% | +0.37% | +42.88% | |
| 23 | MA | Mastercard INC - A | Stock-Financials | 0.74% | — | -8.61% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 0.73% | +0.56% | +257.39% | |
| 25 | NFLX | Netflix INC | Stock-Comm Services | 0.70% | — | -1.28% | |
| 26 | WMT | Walmart INC | Stock-Consumer Staples | 0.68% | — | -20.73% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | — | +17.29% | |
| 28 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.65% | +0.37% | +92.14% | |
| 29 | ABBV | Abbvie INC | Stock-Healthcare | 0.65% | — | -0.26% | |
| 30 | ECL | Ecolab INC | Stock-Materials | 0.64% | — | +18.12% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.64% | +0.43% | +220.02% | |
| 32 | LHX | L3harris Technologies INC | Stock-Industrials | 0.60% | +0.47% | +274.73% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.59% | — | -6.50% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | — | -9.96% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | — | +12.82% | |
| 36 | TMUS | T-mobile US INC | Stock-Comm Services | 0.55% | — | +11.34% | |
| 37 | KDP | Keurig Dr Pepper INC | Stock-Consumer Staples | 0.55% | +0.29% | +107.98% | |
| 38 | HD | Home Depot INC | Stock-Consumer Disc | 0.55% | — | +47.05% | |
| 39 | ROK | Rockwell Automation INC | Stock-Industrials | 0.54% | — | -22.54% | |
| 40 | GE | General Electric | Stock-Industrials | 0.53% | — | -13.33% | |
| 41 | UBER | Uber Technologies INC | Stock-Industrials | 0.53% | — | -12.29% | |
| 42 | ENB | Enbridge INC | Stock-Energy | 0.52% | — | -32.93% | |
| 43 | FAST | Fastenal Co | Stock-Industrials | 0.52% | -0.22% | -42.83% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.52% | — | +85.93% | |
| 45 | GEV | GE Vernova INC | Stock-Industrials | 0.51% | — | +8.52% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.51% | — | +14.00% | |
| 47 | AMAT | Applied Materials INC | Stock-Tech | 0.51% | +0.32% | +90.22% | |
| 48 | CAH | Cardinal Health INC | Stock-Healthcare | 0.49% | — | -3.91% | |
| 49 | WAT | Waters CORP | Stock-Healthcare | 0.47% | — | +52.59% | |
| 50 | INTU | Intuit INC | Stock-Tech | 0.46% | -0.26% | -7.90% |
Performance for Q3 2026
+3.6%
Performance Last 4 Quarters
+10.6%
Based on 5 months of available history
Based on 77% of reported portfolio value with available pricing
Osmosis Investment Management UK Ltd's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); New buy: Analog Devices INC (ADI); New buy: Micron Technology INC (MU); New buy: Intel CORP (INTC); Sold out: Fortinet INC (FTNT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SO | Southern Co/the | +0.6% | +257.39% | Add |
| 2 | LHX | L3harris Technologies INC | +0.5% | +274.73% | Add |
| 3 | MDT | Medtronic plc | +0.4% | +220.02% | Add |
| 4 | OTIS | Otis Worldwide CORP | +0.4% | +4535.78% | Add |
| 5 | GILD | Gilead Sciences INC | +0.4% | +92.14% | Add |
| 6 | KLAC | Kla CORP | +0.4% | +42.88% | Add |
| 7 | EQIX | Equinix INC | +0.3% | +193.41% | Add |
| 8 | AMAT | Applied Materials INC | +0.3% | +90.22% | Add |
| 9 | TTE | Totalenergies Se | +0.3% | +98.92% | Add |
| 10 | NTR | Nutrien LTD | +0.3% | +420.14% | Add |
| 11 | KDP | Keurig Dr Pepper INC | +0.3% | +107.98% | Add |
| 12 | SBAC | Sba Communications CORP | +0.3% | +3639.82% | Add |
| 13 | BMY | Bristol-myers Squibb Co | +0.3% | +20.56% | Add |
| 14 | KO | Coca-cola Co/the | +0.3% | +21.41% | Add |
| 15 | ISRG | Intuitive Surgical INC | +0.3% | +2607.83% | Add |
| 16 | AMZN | Amazon.com INC | 0% | +2.79% | Add |
| 17 | JPM | Jpmorgan Chase & Co | -0.1% | -6.27% | Trim |
| 18 | V | Visa Inc-class A Shares | -0.2% | -7.45% | Trim |
| 19 | LLY | Eli Lilly & Co | -0.2% | -4.24% | Trim |
| 20 | ADBE | Adobe INC | -0.2% | -39.35% | Trim |
| 21 | FAST | Fastenal Co | -0.2% | -42.83% | Trim |
| 22 | APTV | Aptiv PLC | -0.2% | -90.91% | Trim |
| 23 | HUBS | Hubspot INC | -0.2% | -51.94% | Trim |
| 24 | CRM | Salesforce INC | -0.2% | -73.37% | Trim |
| 25 | NOW | Servicenow INC | -0.3% | -40.36% | Trim |
| 26 | GOOG | Alphabet Inc-cl C | -0.3% | -8.41% | Trim |
| 27 | INTU | Intuit INC | -0.3% | -7.90% | Trim |
| 28 | HPE | Hewlett Packard Enterprise | -0.3% | -86.20% | Trim |
| 29 | PEP | Pepsico INC | -0.3% | -92.49% | Trim |
| 30 | TSLA | Tesla INC | -0.3% | -3.75% | Trim |
| 31 | EXC | Exelon CORP | -0.3% | -88.60% | Trim |
| 32 | AMD | Advanced Micro Devices | -0.4% | -32.87% | Trim |
| 33 | HUM | Humana INC | -0.4% | -92.51% | Trim |
| 34 | UNH | Unitedhealth Group INC | -0.4% | -43.04% | Trim |
| 35 | LIN | Linde plc | -0.4% | -95.48% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.5% | -10.85% | Trim |
| 37 | AAPL | Apple INC | -0.6% | -7.91% | Trim |
| 38 | NVDA | Nvidia CORP | -0.6% | -7.11% | Trim |
| 39 | AVGO | Broadcom INC | -0.6% | -20.10% | Trim |
| 40 | ELV | Elevance Health INC | -0.7% | -78.44% | Trim |
| 41 | MSFT | Microsoft CORP | -1.3% | -7.10% | Trim |
| 42 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 43 | ADI | Analog Devices INC | — | NEW | New buy |
| 44 | MU | Micron Technology INC | — | NEW | New buy |
| 45 | INTC | Intel CORP | — | NEW | New buy |
| 46 | FTNT | Fortinet INC | — | EXIT | Sold out |
| 47 | QCOM | Qualcomm INC | — | EXIT | Sold out |
| 48 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 49 | PWR | Quanta Services INC | — | EXIT | Sold out |
| 50 | RTX | Rtx CORP | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
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