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Ossiam

SEC CIK
0001767471
Latest filing
Aug 13, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
711
−5 vs. Q3 2022
Portfolio value
$3.86B
+$404.8M (+11.7%) vs. Q3 2022
Filed
Feb 13, 2023
SEC
Holdings of Ossiam in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock2,512,779$211.1M5.5%+1,193,681+90.5%AddedHistory
AAPLApple Inc.Stock1,222,542$158.8M4.1%+619,012+102.6%AddedHistory
NFLXNetflix IncStock525,229$154.9M4.0%+167,707+46.9%AddedHistory
MSFTMicrosoft CorpStock502,927$120.6M3.1%−305,403−37.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock349,230$107.9M2.8%+22,000+6.7%AddedHistory
TSLATesla, Inc.Stock720,718$88.8M2.3%+71,308+11.0%AddedHistory
GOOGAlphabet Inc.Stock929,079$82.4M2.1%−20,997−2.2%ReducedHistory
AMDAdvanced Micro Devices IncStock1,239,027$80.3M2.1%+138,986+12.6%AddedHistory
DISWalt Disney CoStock904,895$78.6M2.0%+11,408+1.3%AddedHistory
ADBEAdobe Inc.Stock230,529$77.6M2.0%−12,558−5.2%ReducedHistory
PYPLPayPal Holdings, Inc.Stock1,075,971$76.6M2.0%−39,328−3.5%ReducedHistory
CRMSalesforce, Inc.Stock548,881$72.8M1.9%+2,174+0.4%AddedHistory
HDHome Depot, Inc.Stock223,954$70.7M1.8%+93,817+72.1%AddedHistory
GOOGLAlphabet Inc.Stock675,209$59.6M1.5%−25,956−3.7%ReducedHistory
BKNGBooking Holdings Inc.Stock27,649$55.7M1.4%−2,338−7.8%ReducedHistory
ACGLArch Capital Group Ltd.Stock801,463$50.3M1.3%−3,462−0.4%ReducedHistory
MCDMcDonalds CorpStock190,219$50.1M1.3%+112,906+146.0%AddedHistory
BACBank of America CorpStock1,489,136$49.3M1.3%+252,870+20.5%AddedHistory
NVDANVIDIA CorpStock336,750$49.2M1.3%+15,399+4.8%AddedHistory
CVXChevron CorpStock263,000$47.2M1.2%+134,000+103.9%AddedHistory
MNSTMonster Beverage CorpCOM445,639$45.2M1.2%00.0%UnchangedHistory
FTNTFortinet, Inc.Stock874,854$42.8M1.1%−7,727−0.9%ReducedHistory
ADSKAutodesk, Inc.COM227,414$42.5M1.1%−3,614−1.6%ReducedHistory
MRKMerck & Co., Inc.Stock379,899$42.1M1.1%+18,879+5.2%AddedHistory
PANWPalo Alto Networks IncStock287,164$40.1M1.0%−7,948−2.7%ReducedHistory
TMUST-Mobile US, Inc.Stock278,939$39.1M1.0%−2,421−0.9%ReducedHistory
CDNSCadence Design Systems IncStock239,533$38.5M1.0%−3,200−1.3%ReducedHistory
PEPPepsiCo IncStock203,697$36.8M1.0%+168,053+471.5%AddedHistory
JPMJPMorgan Chase & CoStock269,032$36.1M0.9%+23,866+9.7%AddedHistory
VVisa Inc.Stock160,867$33.4M0.9%+8,197+5.4%AddedHistory
ECLEcolab Inc.Stock225,111$32.8M0.8%+15,009+7.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock59,311$32.7M0.8%+20,101+51.3%AddedHistory
PFEPfizer IncStock617,970$31.7M0.8%+467,257+310.0%AddedHistory
XOMExxonMobil Holdings CorpCOM275,896$30.4M0.8%+84,655+44.3%AddedHistory
CCitigroup IncStock662,573$30.0M0.8%+190,626+40.4%AddedHistory
FMCFMC CorpCOM NEW236,914$29.6M0.8%−8,355−3.4%ReducedHistory
LINLinde PLCSHS90,020$29.4M0.8%−34,047−27.4%ReducedHistory
NEMNEWMONT CorpStock609,649$28.8M0.7%−7,842−1.3%ReducedHistory
FISVFiserv IncStock279,861$28.3M0.7%−7,684−2.7%ReducedHistory
KOCoca Cola CoStock444,668$28.3M0.7%+166,206+59.7%AddedHistory
VRTXVertex Pharmaceuticals IncStock96,059$27.7M0.7%+1,765+1.9%AddedHistory
LLYEli Lilly & CoStock72,476$26.5M0.7%+65,696+969.0%AddedHistory
DDDuPont de Nemours, Inc.COM363,764$25.0M0.6%−16,207−4.3%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM234,603$24.6M0.6%+23,881+11.3%AddedHistory
AZOAutoZone IncCOM9,553$23.6M0.6%+1,782+22.9%AddedHistory
AMCRAmcor plcORD1,943,670$23.1M0.6%+145,326+8.1%AddedHistory
MCOMoodys CorpStock81,239$22.6M0.6%+11,695+16.8%AddedHistory
ONOn Semiconductor CorpStock349,920$21.8M0.6%−28,008−7.4%ReducedHistory
GSGoldman Sachs Group IncStock63,193$21.7M0.6%−7,572−10.7%ReducedHistory
VRSNVerisign IncCOM99,717$20.5M0.5%−1,292−1.3%ReducedHistory
PFGPrincipal Financial Group IncCOM240,979$20.2M0.5%+64,029+36.2%AddedHistory
ACNAccenture plcStock75,543$20.2M0.5%+14,623+24.0%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock120,949$20.0M0.5%+115,919+2,304.6%AddedHistory
AONAon plcCL A63,044$18.9M0.5%+246+0.4%AddedHistory
SPGIS&P Global Inc.Stock56,404$18.9M0.5%+49,071+669.2%AddedHistory
YUMYum Brands IncStock144,389$18.5M0.5%+80,817+127.1%AddedHistory
ENPHEnphase Energy, Inc.Stock69,175$18.3M0.5%−3,581−4.9%ReducedHistory
SNPSSynopsys IncCOM56,445$18.0M0.5%+649+1.2%AddedHistory
TSCOTractor Supply CoCOM72,479$16.3M0.4%−1,693−2.3%ReducedHistory
PRUPrudential Financial IncStock162,950$16.2M0.4%−27,143−14.3%ReducedHistory
SBUXStarbucks CorpStock156,336$15.5M0.4%−42,617−21.4%ReducedHistory
AVBAvalonbay Communities IncCOM94,939$15.3M0.4%+48,877+106.1%AddedHistory
AMGNAmgen IncStock56,512$14.8M0.4%+30,266+115.3%AddedHistory
METAMeta Platforms, Inc.Stock116,233$14.0M0.4%−17,197−12.9%ReducedHistory
ALLAllstate CorpStock102,506$13.9M0.4%+94,132+1,124.1%AddedHistory
SWKSSkyworks Solutions, Inc.Stock150,609$13.7M0.4%+48,272+47.2%AddedHistory
FFIVF5, Inc.Stock93,414$13.4M0.3%−5,238−5.3%ReducedHistory
AXPAmerican Express CoStock88,462$13.1M0.3%+43,294+95.9%AddedHistory
MOSMosaic CoCOM296,319$13.0M0.3%+6,125+2.1%AddedHistory
PLDPrologis, Inc.REIT115,169$13.0M0.3%−41,885−26.7%ReducedHistory
LOWLowes Companies IncStock64,894$12.9M0.3%+40,718+168.4%AddedHistory
PKGPackaging Corp of AmericaStock100,717$12.9M0.3%−15,451−13.3%ReducedHistory
NKENIKE, Inc.Stock106,213$12.4M0.3%+23,697+28.7%AddedHistory
NOWServiceNow, Inc.Stock30,799$12.0M0.3%−7,429−19.4%ReducedHistory
CBRECbre Group, Inc.CL A153,588$11.8M0.3%+104,443+212.5%AddedHistory
TJXTJX Companies IncStock141,246$11.2M0.3%−34,659−19.7%ReducedHistory
METMetlife IncStock154,394$11.2M0.3%+71,376+86.0%AddedHistory
STLAStellantis N.V.SHS782,699$11.1M0.3%−1,966,111−71.5%ReducedHistory
PGRProgressive CorpStock83,081$10.8M0.3%−5,605−6.3%ReducedHistory
TXNTexas Instruments IncStock64,862$10.7M0.3%−526−0.8%ReducedHistory
BIIBBiogen Inc.COM37,829$10.5M0.3%−22,831−37.6%ReducedHistory
MSMorgan StanleyStock118,969$10.1M0.3%+101,882+596.3%AddedHistory
AVYAvery Dennison CorpCOM55,787$10.1M0.3%+14,470+35.0%AddedHistory
PPGPPG Industries IncStock73,460$9.24M0.2%+13,157+21.8%AddedHistory
ALBAlbemarle CorpStock41,496$9.00M0.2%−1,808−4.2%ReducedHistory
CSCOCisco Systems, Inc.Stock185,011$8.81M0.2%+53,005+40.2%AddedHistory
FICOFair Isaac CorpCOM13,978$8.37M0.2%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM5,978$8.29M0.2%+1,766+41.9%AddedHistory
RYRoyal Bank of CanadaStock87,745$8.24M0.2%−17,839−16.9%ReducedHistory
LVSLas Vegas Sands CorpCOM155,859$7.49M0.2%−551−0.4%ReducedHistory
VMWVmware LLCCL A COM59,815$7.34M0.2%+39,879+200.0%AddedHistory
FHNFirst Horizon CorpCOM291,135$7.13M0.2%+250,108+609.6%AddedHistory
DGDollar General CorpCOM28,640$7.05M0.2%+25,260+747.3%AddedHistory
TGTTarget CorpStock47,320$7.05M0.2%−585−1.2%ReducedHistory
EAElectronic Arts Inc.COM56,640$6.92M0.2%−6,350−10.1%ReducedHistory
FITBFifth Third BancorpCOM206,828$6.79M0.2%+202,621+4,816.3%AddedHistory
FFord Motor CoStock577,781$6.72M0.2%+31,915+5.8%AddedHistory
ABBVAbbVie Inc.Stock40,882$6.61M0.2%−136,143−76.9%ReducedHistory
VZVerizon Communications IncStock167,100$6.58M0.2%+19,398+13.1%AddedHistory
TDToronto Dominion BankStock100,570$6.51M0.2%+2,255+2.3%AddedHistory

Sold out since Q3 2022 (17)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Ossiam sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TWTRTwitter, Inc.COM43,469$1.91M0.1%History
CTRACoterra Energy Inc.Stock62,582$1.64M<0.1%History
COFCapital One Financial CorpStock17,274$1.59M<0.1%History
AEPAmerican Electric Power Co IncStock14,415$1.25M<0.1%History
NLSNNielsen Holdings plcSHS EUR32,087$889.0K<0.1%History
ACMAecomCOM9,102$622.0K<0.1%History
BBBLACKBERRY LtdCOM115,006$545.0K<0.1%History
YAlleghany CorpCOM510$428.0K<0.1%History
BABoeing CoStock3,100$375.0K<0.1%History
ETREntergy CorpCOM3,606$363.0K<0.1%History
ABMDAbiomed IncCOM445$109.0K<0.1%History
BHVNBiohaven Ltd.COM662$100.0K<0.1%History
ZENZendesk, Inc.COM1,306$99.0K<0.1%History
AVLRAvalara, Inc.COM1,004$92.0K<0.1%History
SCCOSouthern Copper CorpStock699$31.0K<0.1%History
FCXFreeport-McMoran IncStock262$7.00K<0.1%History
APAAPA CorpStock35$1.00K<0.1%History