Filed: 5/14/2026ACC: 0001780700-26-000004
📋 What this filing means
OSMOSIS INVESTMENT MANAGEMENT UK LTD filed this quarterly 13F‑HR report disclosing 456 equity positions with a total reported market value of $3.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
456
Positions
$3.72B
Total AUM (reported)
26.49M
Total Shares
Allocation by class
COM$2.85B76.5%
CL A$207.10M5.6%
COM NEW$118.68M3.2%
CAP STK CL A$101.65M2.7%
CAP STK CL C$82.83M2.2%
SHS$59.70M1.6%
COM CL A$59.42M1.6%
Portfolio Concentration
Top 3$675.08M18.1%
4–10$585.32M15.7%
11–25$489.59M13.2%
Rest$1.97B53.0%
Top 3 weight
18.1%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 26.49M
Sole
Full voting authority
26.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole456
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings456
Rows:
NVIDIA CORPORATION
SOLEShares1.65M
TypeSH
Market value$287.74M
7.73%
Sole
1.65M
Shared
0.00
None
0.00
APPLE INC
SOLEShares947.79K
TypeSH
Market value$240.54M
6.46%
Sole
947.79K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares396.60K
TypeSH
Market value$146.81M
3.94%
Sole
396.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares612.70K
TypeSH
Market value$127.61M
3.43%
Sole
612.70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares353.50K
TypeSH
Market value$101.65M
2.73%
Sole
353.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares288.74K
TypeSH
Market value$82.83M
2.23%
Sole
288.74K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares139.12K
TypeSH
Market value$79.59M
2.14%
Sole
139.12K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares246.06K
TypeSH
Market value$76.16M
2.05%
Sole
246.06K
Shared
0.00
None
0.00
TESLA INC
SOLEShares177.36K
TypeSH
Market value$65.93M
1.77%
Sole
177.36K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares175.26K
TypeSH
Market value$51.56M
1.38%
Sole
175.26K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares45.90K
TypeSH
Market value$42.22M
1.13%
Sole
45.90K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares158.96K
TypeSH
Market value$38.86M
1.04%
Sole
158.96K
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares199.29K
TypeSH
Market value$38.62M
1.04%
Sole
199.29K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares454.60K
TypeSH
Market value$34.79M
0.93%
Sole
454.60K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares554.81K
TypeSH
Market value$33.65M
0.90%
Sole
554.81K
Shared
0.00
None
0.00
VISA INC
SOLEShares109.40K
TypeSH
Market value$33.07M
0.89%
Sole
109.40K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares103.22K
TypeSH
Market value$32.84M
0.88%
Sole
103.22K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares156.97K
TypeSH
Market value$31.93M
0.86%
Sole
156.97K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares405.55K
TypeSH
Market value$31.47M
0.85%
Sole
405.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares65.22K
TypeSH
Market value$31.25M
0.84%
Sole
65.22K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares98.33K
TypeSH
Market value$30.56M
0.82%
Sole
98.33K
Shared
0.00
None
0.00
KLA CORP
SOLEShares20.26K
TypeSH
Market value$29.83M
0.80%
Sole
20.26K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares55.08K
TypeSH
Market value$27.52M
0.74%
Sole
55.08K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares280.17K
TypeSH
Market value$27.04M
0.73%
Sole
280.17K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares269.81K
TypeSH
Market value$25.94M
0.70%
Sole
269.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.65M | SH | $287.74M 7.73% | 1.65M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 947.79K | SH | $240.54M 6.46% | 947.79K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 396.60K | SH | $146.81M 3.94% | 396.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 612.70K | SH | $127.61M 3.43% | 612.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 353.50K | SH | $101.65M 2.73% | 353.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 288.74K | SH | $82.83M 2.23% | 288.74K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 139.12K | SH | $79.59M 2.14% | 139.12K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 246.06K | SH | $76.16M 2.05% | 246.06K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 177.36K | SH | $65.93M 1.77% | 177.36K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 175.26K | SH | $51.56M 1.38% | 175.26K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 45.90K | SH | $42.22M 1.13% | 45.90K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 158.96K | SH | $38.86M 1.04% | 158.96K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | ORD | 199.29K | SH | $38.62M 1.04% | 199.29K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 454.60K | SH | $34.79M 0.93% | 454.60K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 554.81K | SH | $33.65M 0.90% | 554.81K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 109.40K | SH | $33.07M 0.89% | 109.40K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 103.22K | SH | $32.84M 0.88% | 103.22K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 156.97K | SH | $31.93M 0.86% | 156.97K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 405.55K | SH | $31.47M 0.85% | 405.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 65.22K | SH | $31.25M 0.84% | 65.22K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 98.33K | SH | $30.56M 0.82% | 98.33K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 20.26K | SH | $29.83M 0.80% | 20.26K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 55.08K | SH | $27.52M 0.74% | 55.08K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 280.17K | SH | $27.04M 0.73% | 280.17K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 269.81K | SH | $25.94M 0.70% | 269.81K | 0.00 | 0.00 |
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