Osmosis Investment Management UK Ltd historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Osmosis Investment Management UK Ltd opened 162 positions, added to 183, reduced 547 and sold out of 75.
- Q2 2026: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 6,387.
- Q2 2026: Stock LIN; Country of operation United Kingdom; Class SHS; Shares before 1,796.
- Q2 2026: Stock KLAC; Country of operation United States; Class COM NEW; Shares before 20,262.
- Q2 2026: Stock FIX; Country of operation United States; Class COM; Shares before 2,060.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1780700), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 6,387 | 39,850 | +33,463 | $1,364,846 | $17,268,201 | +$15,903,355 | 2026-08-13 |
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| Q2 2026 | LIN
LINDE PLC | United Kingdom | SHS | 1,796 | 28,273 | +26,477 | $890,385 | $14,671,991 | +$13,781,606 | 2026-08-13 |
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| Q2 2026 | KLAC
KLA CORP | United States | COM NEW | 20,262 | 74,769 | +54,507 | $29,833,971 | $22,558,555 | -$7,275,416 | 2026-08-13 |
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| Q2 2026 | FIX
COMFORT SYS USA INC | United States | COM | 2,060 | 3,880 | +1,820 | $2,840,719 | $7,689,966 | +$4,849,247 | 2026-08-13 |
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| Q2 2026 | BKNG
BOOKING HOLDINGS INC | United States | COM | 1,917 | 24,011 | +22,094 | $8,071,183 | $4,279,721 | -$3,791,462 | 2026-08-13 |
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| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 3,982 | 10,871 | +6,889 | $638,394 | $3,707,228 | +$3,068,834 | 2026-08-13 |
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| Q2 2026 | JCI
JOHNSON CONTROLS INTERNATION | | SHS | 2,553 | 18,616 | +16,063 | $334,315 | $2,719,984 | +$2,385,669 | 2026-08-13 |
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| Q2 2026 | KEYS
KEYSIGHT TECHNOLOGIES INC | United States | COM | 9,306 | 11,488 | +2,182 | $2,627,735 | $4,021,604 | +$1,393,869 | 2026-08-13 |
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| Q2 2026 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 4,074 | 5,404 | +1,330 | $403,530 | $1,609,798 | +$1,206,268 | 2026-08-13 |
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| Q2 2026 | LVS
LAS VEGAS SANDS CORP | United States | COM | 14,412 | 42,347 | +27,935 | $776,519 | $1,956,008 | +$1,179,489 | 2026-08-13 |
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| Q2 2026 | CVNA
CARVANA CO | United States | CL A | 7,205 | 18,534 | +11,329 | $2,265,108 | $1,219,908 | -$1,045,200 | 2026-08-13 |
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| Q2 2026 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 1,054 | 1,379 | +325 | $413,695 | $1,330,735 | +$917,040 | 2026-08-13 |
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| Q2 2026 | RCI
ROGERS COMMUNICATIONS INC | | CL B | 12,156 | 41,408 | +29,252 | $465,707 | $1,346,606 | +$880,899 | 2026-08-13 |
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| Q2 2026 | HSY
HERSHEY CO | United States | COM | 7,368 | 12,708 | +5,340 | $1,531,734 | $2,229,619 | +$697,885 | 2026-08-13 |
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| Q2 2026 | GLW
CORNING INC | United States | COM | 3,731 | 4,555 | +824 | $507,304 | $1,163,484 | +$656,180 | 2026-08-13 |
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| Q2 2026 | AER
AERCAP HOLDINGS NV | | SHS | 22,766 | 25,839 | +3,073 | $3,118,300 | $3,766,809 | +$648,509 | 2026-08-13 |
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| Q2 2026 | TXN
TEXAS INSTRS INC | United States | COM | 4,428 | 4,618 | +190 | $859,652 | $1,376,487 | +$516,835 | 2026-08-13 |
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| Q2 2026 | KVUE
KENVUE INC | United States | COM | 127,345 | 139,015 | +11,670 | $2,195,428 | $2,656,577 | +$461,149 | 2026-08-13 |
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| Q2 2026 | INCY
INCYTE CORP | United States | COM | 18,045 | 18,596 | +551 | $1,698,395 | $2,108,043 | +$409,648 | 2026-08-13 |
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| Q2 2026 | APH
AMPHENOL CORP | United States | CL A | 6,132 | 6,346 | +214 | $776,311 | $1,118,927 | +$342,616 | 2026-08-13 |
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| Q2 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 16,111 | 18,472 | +2,361 | $9,737,327 | $9,410,745 | -$326,582 | 2026-08-13 |
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| Q2 2026 | RMD
RESMED INC | United States | COM | 10,818 | 11,081 | +263 | $2,428,425 | $2,159,465 | -$268,960 | 2026-08-13 |
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| Q2 2026 | NUE
NUCOR CORP | United States | COM | 2,963 | 3,382 | +419 | $502,501 | $753,341 | +$250,840 | 2026-08-13 |
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| Q2 2026 | RBA
RB GLOBAL INC | | COM | 6,986 | 7,074 | +88 | $669,608 | $823,767 | +$154,159 | 2026-08-13 |
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| Q2 2026 | AU
ANGLOGOLD ASHANTI PLC | | COM SHS | 6,727 | 9,341 | +2,614 | $645,552 | $756,809 | +$111,257 | 2026-08-13 |
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| Q2 2026 | PEP
PEPSICO INC | United States | COM | 6,451 | 6,593 | +142 | $1,001,776 | $892,692 | -$109,084 | 2026-08-13 |
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| Q2 2026 | HWM
HOWMET AEROSPACE INC | United States | COM | 1,421 | 1,599 | +178 | $327,484 | $429,907 | +$102,423 | 2026-08-13 |
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| Q2 2026 | CP
CANADIAN PACIFIC KANSAS CITY | | COM | 2,845 | 3,710 | +865 | $223,507 | $321,526 | +$98,019 | 2026-08-13 |
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| Q2 2026 | PFE
PFIZER INC | United States | COM | 29,011 | 29,844 | +833 | $814,629 | $718,644 | -$95,985 | 2026-08-13 |
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| Q2 2026 | PH
PARKER-HANNIFIN CORP | United States | COM | 445 | 497 | +52 | $398,382 | $486,126 | +$87,744 | 2026-08-13 |
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| Q2 2026 | MAR
MARRIOTT INTL INC NEW | United States | CL A | 746 | 876 | +130 | $243,994 | $324,637 | +$80,643 | 2026-08-13 |
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| Q2 2026 | CSX
CSX CORP | United States | COM | 7,329 | 7,775 | +446 | $300,855 | $369,546 | +$68,691 | 2026-08-13 |
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| Q2 2026 | DHR
DANAHER CORP DEL | United States | COM | 3,001 | 3,240 | +239 | $570,190 | $617,155 | +$46,965 | 2026-08-13 |
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| Q2 2026 | CL
COLGATE PALMOLIVE CO | United States | COM | 3,694 | 3,927 | +233 | $314,840 | $360,027 | +$45,187 | 2026-08-13 |
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| Q2 2026 | GM
GENERAL MTRS CO | United States | COM | 3,510 | 3,951 | +441 | $261,495 | $304,543 | +$43,048 | 2026-08-13 |
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| Q2 2026 | STN
STANTEC INC | | COM | 10,098 | 13,159 | +3,061 | $871,340 | $907,255 | +$35,915 | 2026-08-13 |
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| Q2 2026 | TRP
TC ENERGY CORP | | COM | 4,451 | 4,760 | +309 | $280,139 | $315,097 | +$34,958 | 2026-08-13 |
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| Q2 2026 | MMM
3M CO | United States | COM | 1,596 | 1,642 | +46 | $231,787 | $265,856 | +$34,069 | 2026-08-13 |
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| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 10,313 | 10,695 | +382 | $957,871 | $938,700 | -$19,171 | 2026-08-13 |
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| Q2 2026 | NU
NU HLDGS LTD | | ORD SHS CL A | 29,115 | 30,719 | +1,604 | $418,383 | $410,406 | -$7,977 | 2026-08-13 |
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