Osmosis Investment Management UK Ltd

$3.7B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1780700 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.7B
ALL retained default holdings for this (filer, period), including NULL-value ones: 456
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 131
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 43

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$43.5M	−126,344	$331M	$288M	1,776,118	1,649,774
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$39.3M	−81,421	$280M	$241M	1,029,212	947,791
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$59.7M	−30,313	$206M	$147M	426,910	396,597
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$10.0M	+16,617	$138M	$128M	596,078	612,695
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$3.7M	+40,519	$98.0M	$102M	312,978	353,497
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$16.1M	−26,524	$98.9M	$82.8M	315,266	288,742
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$23.4M	−16,938	$103M	$79.6M	156,053	139,115
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$30.4M	−61,897	$107M	$76.2M	307,957	246,060
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$16.9M	−6,904	$82.9M	$65.9M	184,260	177,356
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$8.7M	−11,719	$60.2M	$51.6M	186,984	175,265
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$9.3M	−2,033	$51.5M	$42.2M	47,937	45,904
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	−$1.2M	−34,462	$40.0M	$38.9M	193,426	158,964
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$38.6M	+199,294	$0	$38.6M	—	199,294
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$8.6M	+80,159	$26.2M	$34.8M	374,437	454,596
position key `pos:15008` · issuer key `iss:318` COM	ADD	+$8.8M	+94,620	$24.8M	$33.6M	460,191	554,811
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$8.4M	−8,809	$41.5M	$33.1M	118,210	109,401
position key `pos:14307` · issuer key `iss:127` COM	NEW	+$32.8M	+103,218	$0	$32.8M	—	103,218
position key `pos:14060` · issuer key `iss:47` COM	TRIM	−$18.1M	−76,847	$50.1M	$31.9M	233,812	156,965
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$1.3M	+13,734	$30.2M	$31.5M	391,811	405,545
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$2.7M	−2,422	$34.0M	$31.3M	67,645	65,223
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$2.8M	+7,614	$27.7M	$30.6M	90,711	98,325
position key `pos:18187` · issuer key `iss:1040` COM NEW	ADD	+$12.6M	+6,081	$17.2M	$29.8M	14,181	20,262
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$6.9M	−5,192	$34.4M	$27.5M	60,276	55,084
position key `pos:13738` · issuer key `iss:1698` COM	ADD	+$20.2M	+201,774	$6.8M	$27.0M	78,393	280,167
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	+$316K	−3,509	$25.6M	$25.9M	273,324	269,815
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	−$3.3M	−52,967	$28.5M	$25.2M	255,479	202,512
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$6.6M	+3,722	$18.6M	$25.2M	21,531	25,253
position key `pos:10600` · issuer key `iss:821` COM	ADD	+$13.1M	+83,241	$11.1M	$24.2M	90,343	173,584
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$1.3M	−290	$25.4M	$24.1M	111,229	110,939
position key `pos:16716` · issuer key `iss:633` COM	ADD	+$3.9M	+13,791	$20.0M	$24.0M	76,122	89,913
position key `pos:13406` · issuer key `iss:2156` SHS	ADD	+$15.6M	+188,127	$8.3M	$23.9M	85,504	273,631
position key `pos:10743` · issuer key `iss:1088` COM	ADD	+$17.3M	+47,456	$5.1M	$22.3M	17,274	64,730
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$4.6M	−7,340	$17.2M	$21.9M	112,975	105,635
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$5.5M	−49,389	$27.3M	$21.8M	495,985	446,596
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$1.6M	+16,192	$22.5M	$20.8M	126,341	142,533
position key `pos:10554` · issuer key `iss:1747` COM	ADD	+$2.7M	+9,960	$17.8M	$20.5M	87,823	97,783
position key `pos:18077` · issuer key `iss:1053` COM	ADD	+$10.1M	+400,051	$10.4M	$20.4M	370,493	770,544
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$5.9M	+19,886	$14.5M	$20.4M	42,270	62,156
position key `pos:10904` · issuer key `iss:1569` COM	TRIM	−$8.0M	−16,263	$28.1M	$20.1M	72,142	55,879
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$5.0M	−10,708	$24.8M	$19.8M	80,348	69,640
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$5.8M	−38,363	$25.5M	$19.7M	312,201	273,838
position key `pos:12684` · issuer key `iss:650` COM	TRIM	−$6.3M	−177,497	$25.8M	$19.5M	539,012	361,515
position key `pos:15311` · issuer key `iss:724` COM	TRIM	−$10.0M	−314,262	$29.4M	$19.5M	733,753	419,491
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	ADD	+$5.3M	+45,281	$14.1M	$19.4M	52,696	97,977
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$5.9M	+1,720	$13.2M	$19.1M	20,185	21,905
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$3.1M	+15,918	$22.2M	$19.1M	113,716	129,634
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$11.4M	+26,121	$7.4M	$18.8M	28,952	55,073
position key `pos:15318` · issuer key `iss:392` COM	TRIM	−$220K	−3,507	$18.4M	$18.2M	89,704	86,197
position key `pos:11276` · issuer key `iss:1947` COM	ADD	+$2.9M	+20,173	$14.6M	$17.4M	38,362	58,535
position key `pos:13832` · issuer key `iss:996` COM	TRIM	−$11.4M	−3,393	$28.5M	$17.1M	42,972	39,579
position key `pos:11479` · issuer key `iss:2017` ACT	ADD	+$10.9M	+88,904	$5.9M	$16.8M	89,871	178,775
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$3.3M	−2,971	$19.9M	$16.7M	22,657	19,686
position key `pos:15221` · issuer key `iss:1228` COM	NEW	+$16.6M	+49,027	$0	$16.6M	—	49,027
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$5.6M	−30,259	$22.0M	$16.4M	236,031	205,772
position key `pos:15723` · issuer key `iss:565` CL C	TRIM	+$1.3M	−20,335	$15.1M	$16.4M	120,088	99,753
position key `pos:18143` · issuer key `iss:982` COM	NEW	+$16.3M	+368,739	$0	$16.3M	—	368,739
position key `pos:11633` · issuer key `iss:673` COM	ADD	+$11.9M	+10,918	$4.3M	$16.2M	5,645	16,563
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$3.1M	+5,914	$13.1M	$16.2M	40,139	46,053
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	+$2.4M	−14,569	$13.7M	$16.1M	335,136	320,567
position key `pos:11002` · issuer key `iss:696` COM	ADD	+$6.5M	+89,537	$9.2M	$15.7M	137,098	226,635
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$17.2M	−42,094	$32.3M	$15.1M	97,806	55,712
position key `pos:14318` · issuer key `iss:1382` COM	ADD	+$14.5M	+188,643	$363K	$14.9M	4,159	192,802
position key `pos:17250` · issuer key `iss:54` COM	TRIM	−$1.1M	−20,420	$15.9M	$14.8M	93,573	73,153
position key `pos:18169` · issuer key `iss:1577` COM	TRIM	−$2.6M	−10,068	$16.9M	$14.4M	99,178	89,110
position key `pos:14585` · issuer key `iss:1246` CL A	ADD	+$3.9M	+53,839	$10.5M	$14.3M	192,855	246,694
position key `pos:11577` · issuer key `iss:167` COM SHS	ADD	+$2.0M	+22,613	$11.9M	$14.0M	91,102	113,715
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$6.4M	+44,495	$7.3M	$13.8M	69,140	113,635
position key `pos:12994` · issuer key `iss:636` COM	ADD	+$6.2M	+62,100	$7.5M	$13.7M	125,177	187,277
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$3.4M	−25,659	$16.8M	$13.4M	143,935	118,276
position key `pos:10330` · issuer key `iss:1250` COM	TRIM	−$1.3M	−7,229	$14.7M	$13.3M	191,365	184,136
position key `pos:13319` · issuer key `iss:53` COM	ADD	+$3.1M	+41,170	$10.2M	$13.3M	75,296	116,466
position key `pos:10586` · issuer key `iss:1908` COM	TRIM	−$5.1M	−10,714	$18.3M	$13.2M	40,294	29,580
position key `pos:11177` · issuer key `iss:1956` COM	ADD	+$5.0M	+22,882	$7.9M	$12.9M	42,421	65,303
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$3.5M	−13,765	$16.4M	$12.9M	92,218	78,453
position key `pos:16484` · issuer key `iss:2304` COM	ADD	+$7.9M	+28,765	$5.0M	$12.9M	17,748	46,513
position key `pos:16680` · issuer key `iss:1336` COM	ADD	+$10.6M	+134,862	$2.0M	$12.6M	32,099	166,961
position key `pos:16195` · issuer key `iss:1493` COM	ADD	+$3.6M	+25,003	$8.2M	$11.8M	64,364	89,367
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$3.8M	−4,158	$15.6M	$11.7M	52,610	48,452
position key `pos:17201` · issuer key `iss:1208` COM	TRIM	−$5.3M	−7,225	$16.6M	$11.2M	20,215	12,990
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$4.4M	−5,197	$15.4M	$11.0M	41,657	36,460
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$474K	+371	$10.5M	$10.9M	68,102	68,473
position key `pos:12735` · issuer key `iss:209` COM	ADD	+$3.5M	+12,666	$7.3M	$10.8M	12,867	25,533
position key `pos:14426` · issuer key `iss:1118` COM LBTY ONE S C	TRIM	−$2.6M	−8,991	$13.4M	$10.8M	136,148	127,157
position key `pos:12141` · issuer key `iss:1933` COM	ADD	+$5.4M	+20,649	$5.4M	$10.7M	18,781	39,430
position key `pos:17594` · issuer key `iss:1808` COM NEW	TRIM	−$1.9M	−18,778	$12.5M	$10.6M	132,741	113,963
position key `pos:16131` · issuer key `iss:1632` COM	ADD	−$525K	+1,417	$11.1M	$10.6M	110,946	112,363
position key `pos:11478` · issuer key `iss:1591` CL A	ADD	+$10.2M	+59,511	$316K	$10.5M	1,635	61,146
position key `sid:sec:prov:91d6849a98e3e9ee3b4349013a243cf4` · issuer key `cusip6:436440` COM	ADD	+$4.6M	+59,845	$5.5M	$10.1M	74,068	133,913
position key `pos:16805` · issuer key `iss:997` COM NEW	ADD	+$9.4M	+20,654	$449K	$9.9M	792	21,446
position key `pos:15663` · issuer key `iss:1715` COM	TRIM	+$559K	−113	$9.3M	$9.9M	54,796	54,683
position key `pos:11693` · issuer key `iss:1834` CL A	TRIM	−$1.8M	−3,612	$11.5M	$9.8M	81,117	77,505
position key `pos:17173` · issuer key `iss:1138` COM	ADD	+$5.7M	+7,806	$4.0M	$9.7M	8,305	16,111
position key `pos:11610` · issuer key `iss:287` COM	TRIM	−$2.9M	−1,697	$12.3M	$9.4M	11,451	9,754
position key `pos:14095` · issuer key `iss:307` COM	ADD	+$226K	+53,203	$9.1M	$9.3M	95,473	148,676
position key `pos:12752` · issuer key `iss:1028` COM	ADD	+$639K	+7,617	$8.4M	$9.1M	63,780	71,397
position key `pos:16848` · issuer key `iss:538` COM	ADD	+$4.4M	+58,329	$4.6M	$8.9M	51,418	109,747
position key `pos:14135` · issuer key `iss:1060` COM	TRIM	−$1.8M	−123,867	$10.5M	$8.7M	382,349	258,482
position key `pos:18191` · issuer key `iss:1654` CL A SUB VTG SHS	ADD	−$2.7M	+2,872	$11.3M	$8.7M	70,326	73,198
position key `pos:18221` · issuer key `iss:1739` COM	ADD	+$1.9M	+7,351	$6.8M	$8.6M	14,463	21,814
position key `pos:11267` · issuer key `iss:2257` COM	TRIM	−$2.0M	−7,472	$10.4M	$8.4M	33,069	25,597

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 453 issuers · $3.7B disclosed value over 456 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$288M

1,649,774

7.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$241M

947,791

6.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Osmosis Investment Management UK Ltd reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$102M	353,497
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$82.8M	288,742

$184M

642,239

5.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$147M

396,597

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$128M

612,695

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$79.6M

139,115

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$76.2M

246,060

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$65.9M

177,356

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$51.6M

175,265

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$42.2M

45,904

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$38.9M

158,964

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$38.6M

199,294

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$34.8M

454,596

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$33.6M

554,811

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$33.1M

109,401

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$32.8M

103,218

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$31.9M

156,965

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$31.5M

405,545

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$31.3M

65,223

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$30.6M

98,325

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$29.8M

20,262

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$27.5M

55,084

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$27.0M

280,167

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$25.9M

269,815

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$25.2M

202,512

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$25.2M

25,253

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$24.2M

173,584

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$24.1M

110,939

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$24.0M

89,913

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$23.9M

273,631

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

L3HARRIS TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$22.3M

64,730

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$21.9M

105,635

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$21.8M

446,596

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.8M

142,533

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-MOBILE US INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.5M

97,783

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KEURIG DR PEPPER INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.4M

770,544

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.4M

62,156

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROCKWELL AUTOMATION INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.1M

55,879

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.8M

69,640

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.7M

273,838

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENBRIDGE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.5M

361,515

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FASTENAL CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.5M

419,491

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.4M

97,977

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.1M

21,905

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.1M

129,634

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$18.8M

55,073

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARDINAL HEALTH INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$18.2M

86,197

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATERS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.4M

58,535

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.1M

39,579

0.5%

—

TOTALENERGIES SE · ACT CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$16.8M

178,775

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.7M

19,686

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.6M

49,027

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.4M

205,772

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELL TECHNOLOGIES INC · CL C CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.4M

99,753

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.3M

368,739

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUINIX INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.2M

16,563

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.2M

46,053

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.1M

320,567

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVERSOURCE ENERGY · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$15.7M

226,635

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$15.1M

55,712

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OTIS WORLDWIDE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.9M

192,802

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AGNICO EAGLE MINES LTD · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.8M

73,153

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL BK CDA · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.4M

89,110

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.3M

246,694

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.0M

113,715

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.8M

113,635

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDISON INTL · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.7M

187,277

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.4M

118,276

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONSTER BEVERAGE CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.3M

184,136

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AGILENT TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.3M

116,466

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.2M

29,580

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.9M

65,303

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.9M

78,453

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL CARIBBEAN GROUP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.9M

46,513

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NUTRIEN LTD · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.6M

166,961

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROLOGIS INC. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.8M

89,367

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.7M

48,452

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.2M

12,990

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.0M

36,460

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.9M

68,473

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AXON ENTERPRISE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.8M

25,533

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LIBERTY MEDIA CORP DEL · COM LBTY ONE S C CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.8M

127,157

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VULCAN MATLS CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.7M

39,430

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TORONTO DOMINION BK ONT · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.6M

113,963

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.6M

112,363

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SBA COMMUNICATIONS CORP · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.5M

61,146

0.3%

—

HOLOGIC INC · COM CUSIP 436440101
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$10.1M

133,913

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.9M

21,446

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STEEL DYNAMICS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.9M

54,683

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TWILIO INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.8M

77,505

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.7M

16,111

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.4M

9,754

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.3M

148,676

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JACOBS SOLUTIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.1M

71,397

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWN CASTLE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.9M

109,747

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINDER MORGAN INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.7M

258,482

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHOPIFY INC · CL A SUB VTG SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.7M

73,198

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYNOPSYS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.6M

21,814

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.4M

25,597

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.3M

19,520

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 47.0%below median 80.0%
Concentration index: 183 bpsbelow median 446 bps
Positions with value: 456 / 456median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 47.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 183 · QoQ moves: 499

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Osmosis Investment Management UK Ltd's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).