Osmosis Investment Management UK Ltd
456 holdingsFiling period: 2026-06-30Current AUM: $2.21Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 798.2K | $159.7M | $174.0M | 7.86% | -851,538 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 483.6K | $139.9M | $167.9M | 7.58% | -464,185 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 206.4K | $77.0M | $109.6M | 4.95% | -190,239 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 315.2K | $75.1M | $79.8M | 3.60% | -297,458 | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 173.0K | $61.8M | $55.5M | 2.50% | -180,489 | 2026-06-30 |
| 6 | GOOG | Alphabet Inc | 140.3K | $49.6M | $44.5M | 2.01% | -148,442 | 2026-06-30 |
| 7 | AVGO | Broadcom Inc | 130.4K | $49.2M | $44.6M | 2.02% | -115,688 | 2026-06-30 |
| 8 | META | Meta Platforms Inc | 73.0K | $41.1M | $45.3M | 2.04% | -66,150 | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 67.7K | $39.3M | $37.9M | 1.71% | -89,253 | 2026-06-30 |
| 10 | TSLA | Tesla Inc | 86.2K | $36.2M | $35.1M | 1.59% | -91,191 | 2026-06-30 |
| 11 | MU | Micron Technology Inc | 30.2K | $34.8M | $28.0M | 1.27% | -18,844 | 2026-06-30 |
| 12 | JPM | JPMorgan Chase & Co | 88.4K | $28.9M | $29.7M | 1.34% | -86,895 | 2026-06-30 |
| 13 | LLY | Eli Lilly & Co | 22.4K | $26.9M | $28.8M | 1.30% | -23,474 | 2026-06-30 |
| 14 | INTC | Intel Corp | 177.6K | $24.8M | $16.6M | 0.75% | -191,176 | 2026-06-30 |
| 15 | KLAC | Kla Corp | 74.8K | $22.6M | $11.5M | 0.52% | +54.5K | 2026-06-30 |
| 16 | CSCO | Cisco Sys Inc | 178.2K | $20.9M | $19.8M | 0.90% | -227,331 | 2026-06-30 |
| 17 | JNJ | Johnson & Johnson | 78.2K | $19.9M | $21.0M | 0.95% | -80,782 | 2026-06-30 |
| 18 | — | Astrazeneca PLC | 106.0K | $19.8M | $19.8M | 0.90% | -93,312 | 2026-06-30 |
| 19 | V | Visa Inc | 55.8K | $19.1M | $22.4M | 1.01% | -53,631 | 2026-06-30 |
| 20 | AMAT | Applied Matls Inc | 25.7K | $18.6M | $10.2M | 0.46% | -29,397 | 2026-06-30 |
| 21 | ADI | Analog Devices Inc | 44.4K | $17.6M | $18.9M | 0.85% | -58,815 | 2026-06-30 |
| 22 | LRCX | Lam Research Corp | 39.9K | $17.3M | $9.6M | 0.43% | +33.5K | 2026-06-30 |
| 23 | KO | Coca Cola Co | 206.3K | $16.8M | $18.8M | 0.85% | -248,273 | 2026-06-30 |
| 24 | MCD | McDonalds Corp | 61.8K | $16.7M | $15.4M | 0.70% | -36,575 | 2026-06-30 |
| 25 | BMY | Bristol-Myers Squibb Co | 289.3K | $16.7M | $17.8M | 0.80% | -265,490 | 2026-06-30 |
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