Osmosis Investment Management UK
Osmosis Investment Management UK reported 452 stocks worth $2.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (7.4%), AAPL (6.5%) and MSFT (3.6%). Compared with Q1 2026, the fund added to KLAC, LRCX and LIN, trimmed NVDA, AAPL and MSFT and sold out of HUBS, TECK and SE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $160M | 7.4% | 798K | −852K (−52%) | 3 of 3 | |
| 2 |  AAPL Apple Inc | $140M | 6.5% | 484K | −464K (−49%) | 3 of 3 | |
| 3 |  MSFT Microsoft Corp | $77M | 3.6% | 206K | −190K (−48%) | 3 of 3 | |
| 4 |  AMZN Amazon Com Inc | $75.1M | 3.5% | 315K | −297K (−49%) | 3 of 3 | |
| 5 |  GOOGL Alphabet Inc | $61.8M | 2.9% | 173K | −180K (−51%) | 3 of 3 | |
| 6 |  GOOG Alphabet Inc | $49.6M | 2.3% | 140K | −148K (−51%) | 3 of 3 | |
| 7 |  AVGO Broadcom Inc | $49.2M | 2.3% | 130K | −116K (−47%) | 3 of 3 | |
| 8 |  META Meta Platforms Inc | $41.1M | 1.9% | 73K | −66K (−48%) | 3 of 3 | |
| 9 |  AMD Advanced Micro Devices Inc | $39.3M | 1.8% | 68K | −89K (−57%) | 3 of 3 | |
| 10 |  TSLA Tesla Inc | $36.2M | 1.7% | 86K | −91K (−51%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HOLOGIC INC | $10.1M | 134K |
 HUBS Hubspot Inc | $3.8M | 16K |
 TECK Teck Resources Ltd | $2.4M | 47K |
 SE Sea Ltd | $1.7M | 21K |
 ADM Archer Daniels Midland Co | $1.2M | 17K |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Osmosis Investment Management UK 13F FAQ
What does Osmosis Investment Management UK own?
Osmosis Investment Management UK reported 452 stocks worth $2.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (7.4%), AAPL (6.5%) and MSFT (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Osmosis Investment Management UK buy and sell in Q2 2026?
Compared with Q1 2026: 32 new positions, 40 added to, 369 trimmed and 36 sold out. It sold all of HUBS, TECK and SE.
When will Osmosis Investment Management UK file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Osmosis Investment Management UK's portfolio worth?
The Q2 2026 filing reports $2.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.