Osmosis Investment Management UK Ltd
Long book
$3.72B
Q1 2026
Positions
456
Top-10 weight
34%
concentration
Last quarter
+15.3%
SPY +14.8%
Turnover
35%
of book per quarter
Strategy in plain words
auto-generated from filingsOsmosis Investment Management UK Ltd is an institutional manager, running a $3.72B US long book across 456 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-5.8%
Q1 2026
+15.3%
Sector allocation
Technology 40%
Financials 12%
Healthcare 10%
Consumer discretionary 9%
Industrials 7%
Services media 5%
Other 4%
Consumer staples 3%
Long book by quarter
What does Osmosis Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 1.6M | $287.7M | 7.7% | -7.1% |
| AAPL APPLE INC | Technology | 947.8K | $240.5M | 6.5% | -7.9% |
| MSFT MICROSOFT CORP | Technology | 396.6K | $146.8M | 3.9% | -7.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 612.7K | $127.6M | 3.4% | +2.8% |
| GOOGL ALPHABET INC-CL A | Technology | 353.5K | $101.7M | 2.7% | +12.9% |
| GOOG ALPHABET INC-CL C | Technology | 288.7K | $82.8M | 2.2% | -8.4% |
| META META PLATFORMS INC-CLASS A | Technology | 139.1K | $79.6M | 2.1% | -10.9% |
| AVGO BROADCOM INC | Technology | 246.1K | $76.2M | 2.0% | -20.1% |
| TSLA TESLA INC | Industrials | 177.4K | $65.9M | 1.8% | -3.7% |
| JPM JPMORGAN CHASE & CO | Financials | 175.3K | $51.6M | 1.4% | -6.3% |
| LLY ELI LILLY & CO | Healthcare | 45.9K | $42.2M | 1.1% | -4.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 159.0K | $38.9M | 1.0% | -17.8% |
| AZN ASTRAZENECA PLC | Healthcare | 199.3K | $38.6M | 1.0% | New |
| KO COCA-COLA CO/THE | Consumer staples | 454.6K | $34.8M | 0.9% | +21.4% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 554.8K | $33.6M | 0.9% | +20.6% |
| V VISA INC-CLASS A SHARES | Services media | 109.4K | $33.1M | 0.9% | -7.5% |
| ADI ANALOG DEVICES INC | Technology | 103.2K | $32.8M | 0.9% | New |
| AMD ADVANCED MICRO DEVICES | Technology | 157.0K | $31.9M | 0.9% | -32.9% |
| CSCO CISCO SYSTEMS INC | Technology | 405.5K | $31.5M | 0.8% | +3.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 65.2K | $31.3M | 0.8% | -3.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 98.3K | $30.6M | 0.8% | +8.4% |
| KLAC KLA CORP | Other | 20.3K | $29.8M | 0.8% | +42.9% |
| MA MASTERCARD INC - A | Services media | 55.1K | $27.5M | 0.7% | -8.6% |
| SO SOUTHERN CO/THE | Utilities | 280.2K | $27.0M | 0.7% | +257.4% |
| NFLX NETFLIX INC | Services media | 269.8K | $25.9M | 0.7% | -1.3% |
| WMT WALMART INC | Consumer discretionary | 202.5K | $25.2M | 0.7% | -20.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 25.3K | $25.2M | 0.7% | +17.3% |
| GILD GILEAD SCIENCES INC | Healthcare | 173.6K | $24.2M | 0.6% | +92.1% |
| ABBV ABBVIE INC | Healthcare | 110.9K | $24.1M | 0.6% | -0.3% |
| ECL ECOLAB INC | Other | 89.9K | $24.0M | 0.6% | +18.1% |
| MDT MEDTRONIC PLC | Healthcare | 273.6K | $23.9M | 0.6% | +220.0% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 64.7K | $22.3M | 0.6% | +274.7% |
| CVX CHEVRON CORP | Energy | 105.6K | $21.9M | 0.6% | -6.5% |
| BAC BANK OF AMERICA CORP | Financials | 446.6K | $21.8M | 0.6% | -10.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 142.5K | $20.8M | 0.6% | +12.8% |
| TMUS T-MOBILE US INC | Communications | 97.8K | $20.5M | 0.6% | +11.3% |
| KDP KEURIG DR PEPPER INC | Consumer staples | 770.5K | $20.4M | 0.5% | +108.0% |
| HD HOME DEPOT INC | Consumer discretionary | 62.2K | $20.4M | 0.5% | +47.0% |
| ROK ROCKWELL AUTOMATION INC | Other | 55.9K | $20.1M | 0.5% | -22.5% |
| GE GENERAL ELECTRIC | Industrials | 69.6K | $19.8M | 0.5% | -13.3% |
| UBER UBER TECHNOLOGIES INC | Services media | 273.8K | $19.7M | 0.5% | -12.3% |
| ENB ENBRIDGE INC | Energy | 361.5K | $19.5M | 0.5% | -32.9% |
| FAST FASTENAL CO | Consumer discretionary | 419.5K | $19.5M | 0.5% | -42.8% |
| ACN ACCENTURE PLC-CL A | Services media | 98.0K | $19.4M | 0.5% | +85.9% |
| GEV GE VERNOVA INC | Industrials | 21.9K | $19.1M | 0.5% | +8.5% |
| ORCL ORACLE CORP | Technology | 129.6K | $19.1M | 0.5% | +14.0% |
| AMAT APPLIED MATERIALS INC | Technology | 55.1K | $18.8M | 0.5% | +90.2% |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 86.2K | $18.2M | 0.5% | -3.9% |
| WAT WATERS CORP | Healthcare | 58.5K | $17.4M | 0.5% | +52.6% |
| INTU INTUIT INC | Technology | 39.6K | $17.1M | 0.5% | -7.9% |
13F filing history
Similar funds
MASSACHUSETTS FINANCIAL SERVICES CO /MA/JENNISON ASSOCIATES LLCNational Pension ServiceFIL LtdClearbridge Investments, LLCDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainNORDEA INVESTMENT MANAGEMENT ABBoston PartnersSwedbank AB1832 Asset Management L.P. HARRIS ASSOCIATES L PLOOMIS SAYLES & CO L P