Ossiam

CIK 1767471
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Ossiam holds a focused book of 388 stocks worth $5.7B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Ste STR SPDR PT S&P 500 ETF and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Advanced Micro Devices at 14% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
21
new positions
Added to
188
existing
Trimmed
140
reduced
Sold out
21
exited

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
57%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

89% mapped to company sectors

Information Technology
43%
Consumer Discretionary
14%
Financials
12%
ETF / fund or unclassified
11%
Industrials
6%
Health Care
6%
Communication Services
3%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

388 positions
#SecurityValueShares% PortLast moveHistory
1Advanced Micro Devices Inc
COM
$808.3M3.97M
14.2%
+40%
Added · +1.1M sh
2SPDR Series Trust
STATE STREET SPD
$583.2M7.62M
10.3%
New
New position
3Tesla Inc
COM
$386.0M1.04M
6.8%
+0.1%
Added · +1K sh
4Berkshire Hathaway Inc Del
CL B NEW
$344.1M718.0K
6.1%
−26%
Reduced · −250K sh
5Apple Inc
COM
$264.9M1.04M
4.7%
+20%
Added · +170K sh
6Broadcom Inc
COM
$249.5M806.2K
4.4%
+361%
Added · +631K sh
7Amazon Com Inc
COM
$213.2M1.02M
3.8%
−19%
Reduced · −243K sh
8Nvidia Corporation
COM
$188.0M1.08M
3.3%
−23%
Reduced · −319K sh
9Goldman Sachs Group Inc
COM
$126.3M149.2K
2.2%
+299%
Added · +112K sh
10Palantir Technologies Inc
CL A
$93.4M638.7K
1.6%
+17%
Added · +91K sh
11Adobe Inc
COM
$91.2M375.1K
1.6%
+15%
Added · +48K sh
12Applied Matls Inc
COM
$64.0M187.2K
1.1%
+33%
Added · +46K sh
13NXP Semiconductors N V
COM
$62.8M319.1K
1.1%
63×
Added · +314K sh
14Autodesk Inc
COM
$59.7M249.2K
1.0%
+42%
Added · +74K sh
15Fortinet Inc
COM
$59.0M722.1K
1.0%
+4.4%
Added · +30K sh
16Caesars Entertainment Inc Ne
COM
$51.9M1.96M
0.9%
Held
17Exxon Mobil Corp
COM
$51.7M304.9K
0.9%
+360%
Added · +239K sh
18Mercadolibre Inc
COM
$50.1M29.0K
0.9%
−3.2%
Reduced · −951 sh
19Uber Technologies Inc
COM
$49.8M691.7K
0.9%
−3.5%
Reduced · −25K sh
20Crowdstrike Hldgs Inc
CL A
$48.9M125.2K
0.9%
−7.5%
Reduced · −10K sh
21Alphabet Inc
CAP STK CL A
$48.7M169.5K
0.9%
+43%
Added · +51K sh
22Ulta Beauty Inc
COM
$45.8M87.7K
0.8%
+1.0%
Added · +904 sh
23Roku Inc
COM CL A
$43.6M461.1K
0.8%
Held
24S&P Global Inc
COM
$40.7M95.8K
0.7%
10×
Added · +87K sh
25Amgen Inc
COM
$39.9M113.5K
0.7%
+654%
Added · +98K sh
26Linde PLC
SHS
$39.5M79.7K
0.7%
14×
Added · +74K sh
27Intuitive Surgical Inc
COM NEW
$37.5M81.4K
0.7%
+2.4%
Added · +2K sh
28Sandisk Corp
COM
$37.1M58.4K
0.7%
+14%
Added · +7K sh
29Mongodb Inc
CL A
$37.0M151.1K
0.7%
~0%
Reduced · −10 sh
30Abbvie Inc
COM
$34.7M159.8K
0.6%
+162%
Added · +99K sh
31Truist Finl Corp
COM
$33.6M730.1K
0.6%
24×
Added · +699K sh
32Eog Res Inc
COM
$33.1M229.3K
0.6%
+272%
Added · +168K sh
33Align Technology Inc
COM
$32.4M189.0K
0.6%
+32%
Added · +46K sh
34Unitedhealth Group Inc
COM
$31.9M117.9K
0.6%
+673%
Added · +103K sh
35Qorvo Inc
COM
$31.5M407.5K
0.6%
−12%
Reduced · −55K sh
36Airbnb Inc
COM CL A
$31.5M249.1K
0.6%
+0.5%
Added · +1K sh
37Netflix Inc.
COM
$30.7M318.8K
0.5%
+7.3%
Added · +22K sh
38Booking Holdings Inc
COM
$30.5M7.2K
0.5%
+378%
Added · +6K sh
39Doordash Inc
CL A
$29.2M194.5K
0.5%
−0.6%
Reduced · −1K sh
40Autozone Inc
COM
$28.9M8.6K
0.5%
+290%
Added · +6K sh
41Lumentum Hldgs Inc
COM
$27.6M39.2K
0.5%
New
New position
42Shopify Inc
CL A SUB VTG SHS
$27.3M230.3K
0.5%
−3.1%
Reduced · −7K sh
43CNX Res Corp
COM
$25.9M672.4K
0.5%
Held
44Cbre Group Inc
CL A
$25.0M184.3K
0.4%
−9.2%
Reduced · −19K sh
45Duke Energy Corp New
COM NEW
$24.8M189.5K
0.4%
92×
Added · +187K sh
46Atlassian Corporation
CL A
$24.6M360.0K
0.4%
+77%
Added · +157K sh
47Meta Platforms Inc
CL A
$24.5M42.9K
0.4%
−43%
Reduced · −32K sh
48On Hldg AG
NAMEN AKT A
$22.8M671.5K
0.4%
+108%
Added · +348K sh
49Apellis Pharmaceuticals Inc
COM
$22.4M556.0K
0.4%
+29%
Added · +124K sh
50Applovin Corp
COM CL A
$21.7M54.5K
0.4%
+39%
Added · +15K sh
Showing 50 of 388 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026388$5.7B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026388$5.0B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025694$7.8B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025641$8.9B13F-HR
Q1 2025Mar 31, 2025May 14, 2025617$7.2B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025623$5.8B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024640$5.2B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024639$5.3B13F-HR
Q1 2024Mar 31, 2024May 13, 2024626$5.7B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024657$6.2B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023665$5.7B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023710$5.6B13F-HR
Q1 2023Mar 31, 2023May 12, 2023699$4.8B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023711$3.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022716$3.5B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022447$3.3B13F-HR
Q1 2022Mar 31, 2022May 13, 2022432$3.8B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022433$3.8B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021435$3.5B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021440$3.7B13F-HR
Q1 2021Mar 31, 2021May 17, 2021408$3.2B13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021419$2.9B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020413$2.4B13F-HR
Q2 2020Jun 30, 2020Aug 13, 2020426$1.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.