EdgeMarket › What Osmosis Investment Management Uk Ltd reported owning
What Osmosis Investment Management Uk Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.7BPositions
456Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 287.7M | 7.7% | 1.6M | 214.72 | +22.4% |
| AAPL Apple Inc. | 240.5M | 6.5% | 947.8K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 146.8M | 3.9% | 396.6K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 127.6M | 3.4% | 612.7K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 101.7M | 2.7% | 353.5K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 82.8M | 2.2% | 288.7K | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 79.6M | 2.1% | 139.1K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 76.2M | 2.0% | 246.1K | 368.45 | +26.5% |
| TSLA Tesla, Inc. | 65.9M | 1.8% | 177.4K | 362.86 | +12.0% |
| JPM JPMORGAN CHASE & CO | 51.6M | 1.4% | 175.3K | 351.58 | +20.3% |
| LLY ELI LILLY & Co | 42.2M | 1.1% | 45.9K | 1,255.40 | +78.0% |
| JNJ JOHNSON & JOHNSON | 38.9M | 1.0% | 159.0K | 270.24 | +51.1% |
| AZN ASTRAZENECA PLC | 38.6M | 1.0% | 199.3K | 165.98 | — |
| KO COCA COLA CO | 34.8M | 0.9% | 454.6K | 91.10 | +28.9% |
| BMY BRISTOL MYERS SQUIBB CO | 33.6M | 0.9% | 554.8K | 67.01 | +38.9% |
| V VISA INC. | 33.1M | 0.9% | 109.4K | 371.04 | +7.9% |
| ADI ANALOG DEVICES INC | 32.8M | 0.9% | 103.2K | 373.09 | +52.4% |
| AMD ADVANCED MICRO DEVICES INC | 31.9M | 0.9% | 157.0K | 473.25 | +186.5% |
| CSCO CISCO SYSTEMS, INC. | 31.5M | 0.8% | 405.5K | 111.04 | +65.5% |
| unmapped CUSIP 084670702 | 31.3M | 0.8% | 65.2K | — | — |
| MCD MCDONALDS CORP | 30.6M | 0.8% | 98.3K | 270.95 | -13.5% |
| KLAC KLA CORP | 29.8M | 0.8% | 20.3K | 183.99 | +109.5% |
| MA Mastercard Inc | 27.5M | 0.7% | 55.1K | 580.63 | -2.0% |
| SO SOUTHERN CO | 27.0M | 0.7% | 280.2K | 88.94 | -6.3% |
| NFLX NETFLIX INC | 25.9M | 0.7% | 269.8K | 79.59 | -34.4% |
| WMT Walmart Inc. | 25.2M | 0.7% | 202.5K | 103.70 | +1.1% |
| COST COSTCO WHOLESALE CORP /NEW | 25.2M | 0.7% | 25.3K | 947.74 | -4.7% |
| GILD GILEAD SCIENCES, INC. | 24.2M | 0.6% | 173.6K | 146.12 | +23.1% |
| ABBV AbbVie Inc. | 24.1M | 0.6% | 110.9K | 264.96 | +26.7% |
| ECL ECOLAB INC. | 24.0M | 0.6% | 89.9K | 281.63 | -1.3% |
| MDT Medtronic plc | 23.9M | 0.6% | 273.6K | 93.35 | +0.1% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 22.3M | 0.6% | 64.7K | 266.73 | -3.4% |
| CVX CHEVRON CORP | 21.9M | 0.6% | 105.6K | 205.27 | +34.0% |
| BAC BANK OF AMERICA CORP /DE/ | 21.8M | 0.6% | 446.6K | 61.69 | +27.6% |
| PLTR Palantir Technologies Inc. | 20.8M | 0.6% | 142.5K | 179.94 | +15.3% |
| TMUS T-Mobile US, Inc. | 20.5M | 0.6% | 97.8K | 183.04 | -29.3% |
| KDP Keurig Dr Pepper Inc. | 20.4M | 0.5% | 770.5K | 32.04 | -8.9% |
| HD HOME DEPOT, INC. | 20.4M | 0.5% | 62.2K | 335.61 | -16.5% |
| ROK ROCKWELL AUTOMATION, INC | 20.1M | 0.5% | 55.9K | 437.08 | +28.7% |
| GE GENERAL ELECTRIC CO | 19.8M | 0.5% | 69.6K | 348.37 | +30.7% |
| UBER Uber Technologies, Inc | 19.7M | 0.5% | 273.8K | 78.80 | -15.9% |
| ENB ENBRIDGE INC | 19.5M | 0.5% | 361.5K | 50.46 | +5.1% |
| FAST FASTENAL CO | 19.5M | 0.5% | 419.5K | 51.26 | +3.5% |
| ACN Accenture plc | 19.4M | 0.5% | 98.0K | 185.28 | -27.4% |
| GEV GE Vernova Inc. | 19.1M | 0.5% | 21.9K | 956.85 | +58.3% |
| ORCL ORACLE CORP | 19.1M | 0.5% | 129.6K | 146.47 | -37.7% |
| AMAT APPLIED MATERIALS INC /DE | 18.8M | 0.5% | 55.1K | 492.32 | +205.9% |
| CAH CARDINAL HEALTH INC | 18.2M | 0.5% | 86.2K | 229.51 | +50.1% |
| WAT WATERS CORP /DE/ | 17.4M | 0.5% | 58.5K | 410.70 | +38.4% |
| INTU INTUIT INC. | 17.1M | 0.5% | 39.6K | 367.00 | -47.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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