Osmosis Investment Management UK Ltd — 13F holdings

Osmosis Investment Management UK Ltd reported 452 holdings worth $2.15B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $160M (7.4%)
2. AAPL APPLE INC — $140M (6.5%)
3. MSFT MICROSOFT CORP — $77.0M (3.6%)
4. AMZN AMAZON COM INC — $75.1M (3.5%)
5. GOOGL ALPHABET INC — $61.8M (2.9%)
6. GOOG ALPHABET INC — $49.6M (2.3%)
7. AVGO BROADCOM INC — $49.2M (2.3%)
8. META META PLATFORMS INC — $41.1M (1.9%)
9. AMD ADVANCED MICRO DEVICES INC — $39.3M (1.8%)
10. TSLA TESLA INC — $36.2M (1.7%)