Q2 2026 13F · SEC CIK 1780700

Osmosis Investment Management UK Ltd

Asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.2B
Reported positions: 452
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Osmosis Investment Management UK Ltd is an asset manager that reported 452 positions worth $2.2B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation Com (NVDA, 7.4%), Apple Inc (AAPL, 6.5%), Microsoft Corp (MSFT, 3.6%).

Osmosis Investment Management UK Ltd holdings largest 50 of 452 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Osmosis Investment Management UK Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	7.4%	7.7%	798,236	-51.6%	$159.7M
AAPLApple Inc	6.5%	6.5%	483,606	-49.0%	$139.9M
MSFTMicrosoft Corp	3.6%	3.9%	206,358	-48.0%	$77.0M
AMZNAmazon Com Inc Com	3.5%	3.4%	315,237	-48.5%	$75.1M
GOOGLAlphabet Inc	2.9%	2.7%	173,008	-51.1%	$61.8M
GOOGAlphabet Inc	2.3%	2.2%	140,300	-51.4%	$49.6M
AVGOBroadcom Inc	2.3%	2.0%	130,372	-47.0%	$49.2M
METAMeta Platforms Inc Class A	1.9%	2.1%	72,965	-47.6%	$41.1M
AMDAdvanced Micro Devices Inc	1.8%	0.9%	67,712	-56.9%	$39.3M
TSLATesla Inc Com	1.7%	1.8%	86,165	-51.4%	$36.2M
MUMicron Technology Inc	1.6%	—	30,183	—	$34.8M
JPMJpmorgan Chase & Co	1.3%	1.4%	88,370	-49.6%	$28.9M
LLYLilly Eli & Co	1.2%	1.1%	22,430	-51.1%	$26.9M
INTCIntel Corp	1.2%	—	177,563	—	$24.8M
KLACKla Corp	1.0%	0.8%	74,769	+269.0%	$22.6M
CSCOCisco Sys Inc	1.0%	0.8%	178,214	-56.1%	$20.9M
JNJJohnson & Johnson	0.9%	1.0%	78,182	-50.8%	$19.9M
AZNAstrazeneca PLC Ord	0.9%	1.0%	105,982	-46.8%	$19.8M
VVisa Inc Com Cl A	0.9%	0.9%	55,770	-49.0%	$19.1M
AMATApplied Matls Inc	0.9%	0.5%	25,676	-53.4%	$18.6M
ADIAnalog Devices Inc	0.8%	0.9%	44,403	-57.0%	$17.6M
LRCXLam Research Corp	0.8%	—	39,850	—	$17.3M
KOCoca Cola Co	0.8%	0.9%	206,323	-54.6%	$16.8M
MCDMcdonalds Corp Com	0.8%	0.8%	61,750	-37.2%	$16.7M
BMYBristol-Myers Squibb Co Com	0.8%	0.9%	289,321	-47.9%	$16.7M
LINLinde PLC	0.7%	—	28,273	—	$14.7M
ABBVAbbvie Inc	0.7%	0.6%	56,423	-49.1%	$14.2M
GEVGe Vernova Inc	0.7%	0.5%	12,010	-45.2%	$14.1M
MAMastercard Inc.	0.7%	0.7%	27,314	-50.4%	$14.0M
MDLZMondelez International Inc.	0.6%	—	224,029	—	$13.0M
BACBank of Amer Corp	0.6%	0.6%	226,132	-49.4%	$12.9M
KDPKeurig Dr Pepper Inc	0.6%	0.5%	367,489	-52.3%	$12.0M
UNHUnitedhealth Group Inc Com	0.6%	—	28,873	—	$12.0M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.8%	23,690	-63.7%	$11.9M
AMGNAmgen Inc Com	0.5%	—	32,649	—	$11.8M
ROKRockwell Automation Inc	0.5%	0.5%	23,301	-58.3%	$11.5M
GILDGilead Sciences	0.5%	0.7%	90,311	-48.0%	$11.4M
DELLDell Technologies Inc	0.5%	—	26,355	—	$11.4M
TMUST-Mobile US Inc	0.5%	0.6%	67,222	-31.3%	$11.3M
HDHome Depot Inc Com	0.5%	0.5%	31,887	-48.7%	$11.2M
ECLEcolab Inc	0.5%	0.6%	40,187	-55.3%	$11.2M
ANETArista Networks Inc	0.5%	—	65,794	—	$11.2M
CAHCardinal Health Inc	0.5%	0.5%	46,169	-46.4%	$11.0M
UBERUber Technologies Inc	0.5%	0.5%	149,919	-45.3%	$10.8M
FASTFastenal Co	0.5%	0.5%	218,345	-48.0%	$10.5M
VRTXVertex Pharmaceuticals Inc	0.5%	—	21,075	—	$10.5M
WATWaters Corp.	0.5%	0.5%	27,778	-52.5%	$10.4M
EQIXEquinix Inc	0.5%	—	9,797	—	$10.2M
GSGoldman Sachs Group Inc	0.5%	—	9,947	—	$10.1M
RYRoyal Bank of Canada	0.4%	—	46,772	—	$9.7M

What Osmosis Investment Management UK Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+269.0% shares

Reduced

BRK-B Berkshire Hathaway Inc Del-63.7% shares
ROK Rockwell Automation Inc-58.3% shares
ADI Analog Devices Inc-57.0% shares
AMD Advanced Micro Devices Inc-56.9% shares
CSCO Cisco Sys Inc-56.1% shares
ECL Ecolab Inc-55.3% shares
KO Coca Cola Co-54.6% shares
AMAT Applied Matls Inc-53.4% shares

Left the top 50

SO Southern Co.was 0.7%
NFLX Netflix Inc Totalwas 0.7%
WMT Walmart Incwas 0.7%
COST Costco Whsl Corp Newwas 0.7%
MDT Medtronic PLCwas 0.6%
LHX L3harris Technologies Incwas 0.6%
CVX Chevron Corp Newwas 0.6%
PLTR Palantir Technologies Inclass Class Awas 0.6%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.2B	452
Q1 2026	$3.7B	456
Q4 2025	$4.0B	368

Questions about Osmosis Investment Management UK Ltd's portfolio

What stocks does Osmosis Investment Management UK Ltd own?

Osmosis Investment Management UK Ltd's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 452 positions worth $2.2B. The largest are Nvidia Corporation Com (NVDA) at 7.4%, Apple Inc (AAPL) at 6.5%, Microsoft Corp (MSFT) at 3.6%, Amazon Com Inc Com (AMZN) at 3.5% and Alphabet Inc (GOOGL) at 2.9%.

What did Osmosis Investment Management UK Ltd buy last quarter?

In Q2 2026, Osmosis Investment Management UK Ltd added Kla Corp (KLAC) (+269.0% shares), compared with its Q1 2026 filing.

What did Osmosis Investment Management UK Ltd sell last quarter?

In Q2 2026, Osmosis Investment Management UK Ltd cut from its top 50 Southern Co. (SO), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 Medtronic PLC (MDT), Berkshire Hathaway Inc Del (BRK-B) (-63.7% shares), Rockwell Automation Inc (ROK) (-58.3% shares) and Analog Devices Inc (ADI) (-57.0% shares), compared with its Q1 2026 filing.

When is Osmosis Investment Management UK Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Osmosis Investment Management UK Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.