Ossiam

CIK 1767471
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Ossiam holds a focused book of 680 stocks worth $7.5B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Vanguard S&P 500 ETF and trimmed Advanced Micro Devices. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 14% of the equity book.

Opened
352
bought for the first time
Added to
144
already held, bought more
Trimmed
171
sold some, still holds it
Sold out
42
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
45%
Top 20 holdings
58%

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

Direct sector allocation

81% mapped to company sectors

Information Technology
39%
ETF / fund or unclassified
19%
Financials
13%
Consumer Discretionary
10%
Industrials
7%
Health Care
6%
Communication Services
2%
Materials
1%

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

Funds with the most overlap

Other tracked managers holding the same core names as Ossiam

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.3T
MORGAN STANLEY80 / 80$521.5B
JPMORGAN CHASE & CO80 / 80$502.5B
PRICE T ROWE ASSOCIATES INC /MD/80 / 80$424.5B
BANK OF AMERICA CORP /DE/80 / 80$312.5B
NORTHERN TRUST CORP80 / 80$302.9B
GOLDMAN SACHS GROUP INC80 / 80$243.8B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$226.3B

Ranked by how many of Ossiam's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

680 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$1.0B11.76M
13.7%
+54%
Added · +4.1M sh
2Nvidia Corporation
COM
$394.7M1.97M
5.2%
+83%
Added · +895K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$377.7M550.0K
5.0%
New
New position
4Advanced Micro Devices Inc
COM
$317.0M545.6K
4.2%
−86%
Reduced · −3.4M sh
5Tesla Inc
COM
$300.4M714.2K
4.0%
−31%
Reduced · −324K sh
6Intel Corp
COM
$239.4M1.71M
3.2%
New
New position
7Apple Inc
COM
$233.6M807.3K
3.1%
−23%
Reduced · −237K sh
8Berkshire Hathaway Inc Del
CL B NEW
$196.9M393.5K
2.6%
−45%
Reduced · −324K sh
9Amazon Com Inc
COM
$149.1M625.5K
2.0%
−39%
Reduced · −398K sh
10Fortinet Inc
COM
$128.1M834.0K
1.7%
+15%
Added · +112K sh
11Sandisk Corp
COM
$127.1M55.9K
1.7%
−4.3%
Reduced · −3K sh
12Goldman Sachs Group Inc
COM
$123.2M121.8K
1.6%
−18%
Reduced · −27K sh
13Microsoft Corp
COM
$113.2M303.5K
1.5%
New
New position
14Eli Lilly & Co
COM
$108.3M90.3K
1.4%
New
New position
15Citigroup Inc
COM NEW
$95.6M683.1K
1.3%
New
New position
16Applied Matls Inc
COM
$92.1M127.4K
1.2%
−32%
Reduced · −60K sh
17Onto Innovation Inc
COM
$89.1M235.5K
1.2%
New
New position
18Adobe Inc
COM
$77.8M379.6K
1.0%
+1.2%
Added · +5K sh
19Palantir Technologies Inc
CL A
$77.6M664.9K
1.0%
+4.1%
Added · +26K sh
20Morgan Stanley
COM NEW
$72.6M347.4K
1.0%
New
New position
21JPMorgan Chase & Co
COM
$71.1M217.3K
0.9%
10×
Added · +197K sh
22Caterpillar Inc
COM
$65.6M61.6K
0.9%
New
New position
23Mercadolibre Inc
COM
$48.9M28.8K
0.6%
−0.6%
Reduced · −175 sh
24Qorvo Inc
COM
$48.7M521.7K
0.6%
+28%
Added · +114K sh
25Mongodb Inc
CL A
$47.2M140.6K
0.6%
−7.0%
Reduced · −11K sh
26Robinhood MKTS Inc
COM CL A
$43.5M434.1K
0.6%
New
New position
27Alphabet Inc
CAP STK CL A
$43.4M121.3K
0.6%
−28%
Reduced · −48K sh
28Crowdstrike Hldgs Inc
CL A
$42.2M55.3K
0.6%
−56%
Reduced · −70K sh
29Home Depot Inc
COM
$41.7M118.1K
0.6%
New
New position
30Flutter Entmt PLC
SHS
$41.3M404.2K
0.5%
47×
Added · +396K sh
31Teradyne Inc
COM
$39.7M82.1K
0.5%
New
New position
32Ulta Beauty Inc
COM
$39.6M87.8K
0.5%
+0.1%
Added · +121 sh
33Broadcom Inc
COM
$38.2M101.0K
0.5%
−87%
Reduced · −705K sh
34Airbnb Inc
COM CL A
$38.1M266.1K
0.5%
+6.8%
Added · +17K sh
35Schwab Charles Corp
COM
$37.2M402.9K
0.5%
New
New position
36Meta Platforms Inc
CL A
$35.9M63.7K
0.5%
+48%
Added · +21K sh
37Lumentum Hldgs Inc
COM
$35.8M41.7K
0.5%
+6.4%
Added · +3K sh
38Texas Instrs Inc
COM
$34.7M116.4K
0.5%
New
New position
39Thermo Fisher Scientific Inc
COM
$34.3M68.5K
0.5%
New
New position
40Intuitive Surgical Inc
COM NEW
$33.1M83.3K
0.4%
+2.3%
Added · +2K sh
41Chipotle Mexican Grill Inc
COM
$31.6M930.4K
0.4%
New
New position
42Applovin Corp
COM CL A
$31.0M60.2K
0.4%
+10%
Added · +6K sh
43Unitedhealth Group Inc
COM
$30.8M74.0K
0.4%
−37%
Reduced · −44K sh
44Astera Labs Inc
COM
$30.7M63.6K
0.4%
−52%
Reduced · −68K sh
45McKesson Corp
COM
$30.6M40.4K
0.4%
+142%
Added · +24K sh
46Uber Technologies Inc
COM
$29.1M403.4K
0.4%
−42%
Reduced · −288K sh
47Autodesk Inc
COM
$28.4M146.1K
0.4%
−41%
Reduced · −103K sh
48Doordash Inc
CL A
$27.8M150.7K
0.4%
−23%
Reduced · −44K sh
49Kla Corp
COM NEW
$27.8M92.0K
0.4%
New
New position
50Take-Two Interactive Softwar
COM
$25.3M101.2K
0.3%
New
New position
Showing 50 of 680 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Ossiam owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1767471/holdings"
Ask your agent
Use Arkolith to show OSSIAM's latest
holdings, largest changes, and filing provenance.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026680$7.5B13F-HR
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

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.