Osmosis Investment Management UK Ltd Last Quarter Change: USA Stocks, New

Osmosis Investment Management UK Ltd quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Osmosis Investment Management UK Ltd opened 31 positions, added to 40, reduced 369, sold out of 32 and left 11 unchanged. The largest increase in value was MU (+$18,270,048); the largest decrease was NVDA (-$128,016,361).

COHR: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 11,329.
ENLT: Country of operation —; Class SHS; Shares 2026-03-31 0; Shares 2026-06-30 37,525.
TPR: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 9,718.
CNH: Country of operation —; Class SHS; Shares 2026-03-31 0; Shares 2026-06-30 97,911.

Two Form 13F-HR filings compared (SEC CIK 1780700): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
COHR COHERENT CORP	United States	COM	11,329	+11,329	$0	$4,468,951	+$4,468,951
ENLT ENLIGHT RENEWABLE ENERGY LTD		SHS	37,525	+37,525	$0	$3,311,992	+$3,311,992
TPR TAPESTRY INC	United States	COM	9,718	+9,718	$0	$1,422,521	+$1,422,521
CNH CNH INDL N V		SHS	97,911	+97,911	$0	$1,099,541	+$1,099,541
NTAP NETAPP INC	United States	COM	4,689	+4,689	$0	$725,670	+$725,670
FTAI FTAI AVIATION LTD	United States	SHS	2,498	+2,498	$0	$675,784	+$675,784
CW CURTISS WRIGHT CORP	United States	COM	885	+885	$0	$670,618	+$670,618
QCOM QUALCOMM INC	United States	COM	3,513	+3,513	$0	$649,167	+$649,167
RVMD REVOLUTION MEDICINES INC	United States	COM	3,447	+3,447	$0	$645,554	+$645,554
CASY CASEYS GEN STORES INC	United States	COM	699	+699	$0	$555,558	+$555,558
MTD METTLER TOLEDO INTERNATIONAL		COM	418	+418	$0	$533,999	+$533,999
XPO XPO INC	United States	COM	2,505	+2,505	$0	$514,251	+$514,251
ASTS AST SPACEMOBILE INC	United States	COM CL A	5,638	+5,638	$0	$500,993	+$500,993
FN FABRINET		SHS	837	+837	$0	$470,461	+$470,461
JBL JABIL INC	United States	COM	1,213	+1,213	$0	$467,587	+$467,587
FTI TECHNIPFMC PLC	United Kingdom	COM	6,854	+6,854	$0	$454,420	+$454,420
IONQ IONQ INC	United States	COM	7,390	+7,390	$0	$393,591	+$393,591
MTZ MASTEC INC	United States	COM	897	+897	$0	$373,206	+$373,206
CMI CUMMINS INC	United States	COM	498	+498	$0	$355,179	+$355,179
TER TERADYNE INC	United States	COM	673	+673	$0	$325,624	+$325,624
IREN IREN LIMITED		ORDINARY SHARES	7,044	+7,044	$0	$322,122	+$322,122
CDE COEUR MNG INC	United States	COM NEW	19,453	+19,453	$0	$317,473	+$317,473
LITE LUMENTUM HLDGS INC	United States	COM	369	+369	$0	$316,624	+$316,624
FLEX FLEX LTD		ORD	1,899	+1,899	$0	$307,771	+$307,771
HLT HILTON WORLDWIDE HLDGS INC	United States	COM	856	+856	$0	$282,874	+$282,874
MPWR MONOLITHIC PWR SYS INC	United States	COM	202	+202	$0	$279,237	+$279,237
NBIS NEBIUS GROUP N.V.		SHS CLASS A	1,006	+1,006	$0	$277,827	+$277,827
GWW WW GRAINGER INC	United States	COM	159	+159	$0	$216,304	+$216,304
MDLN MEDLINE INC	United States	COM CL A	5,377	+5,377	$0	$212,069	+$212,069
BDX BECTON DICKINSON & CO	United States	COM	1,391	+1,391	$0	$210,500	+$210,500
STLA STELLANTIS N.V		SHS	33,493	+33,493	$0	$190,475	+$190,475

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