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Ossiam

SEC CIK
0001767471
Latest filing
Aug 13, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
710
+11 vs. Q1 2023
Portfolio value
$5.57B
+$753.1M (+15.6%) vs. Q1 2023
Filed
Aug 11, 2023
SEC
Holdings of Ossiam in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLPIGaming & Leisure Properties, Inc.COM6,850$332.0K<0.1%+3,891+131.5%AddedHistory
AKAMAkamai Technologies IncCOM3,700$332.5K<0.1%+1,807+95.5%AddedHistory
HEI.AHeico CorpCL A2,377$334.2K<0.1%+1,357+133.0%AddedHistory
CPAYCorpay, Inc.COM1,335$335.2K<0.1%+653+95.7%AddedHistory
JBHTHunt J B Transport Services IncCOM1,853$335.4K<0.1%+1,061+134.0%AddedHistory
FITBFifth Third BancorpCOM12,920$338.6K<0.1%−82,496−86.5%ReducedHistory
CPTCamden Property TrustREIT3,114$339.0K<0.1%−348−10.1%ReducedHistory
WATWaters CorpCOM1,292$344.4K<0.1%−4,199−76.5%ReducedHistory
RIVNRivian Automotive, Inc.Stock20,730$345.4K<0.1%+12,164+142.0%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG10,986$347.0K<0.1%−687−5.9%ReducedHistory
XPXP Inc.CL A14,804$347.3K<0.1%+8,649+140.5%AddedHistory
GGGGraco IncCOM4,041$348.9K<0.1%+1,965+94.7%AddedHistory
JLLJones Lang Lasalle IncCOM2,245$349.8K<0.1%−357−13.7%ReducedHistory
WTRGEssential Utilities, Inc.COM8,774$350.2K<0.1%+4,258+94.3%AddedHistory
POOLPool CorpCOM945$354.0K<0.1%+456+93.3%AddedHistory
RFRegions Financial CorpCOM19,926$355.1K<0.1%−26,648−57.2%ReducedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW3,681$356.2K<0.1%−5,164−58.4%ReducedHistory
AERAerCap Holdings N.V.SHS5,613$356.5K<0.1%+1,252+28.7%AddedHistory
TYLTyler Technologies IncCOM860$358.2K<0.1%+71+9.0%AddedHistory
BGBunge Global SACOM3,830$361.4K<0.1%+1,831+91.6%AddedHistory
MKLMarkel Group Inc.COM262$362.4K<0.1%+135+106.3%AddedHistory
SPOTSpotify Technology S.A.Stock2,273$364.9K<0.1%+1,318+138.0%AddedHistory
TEAMAtlassian CorpCL A2,176$365.2K<0.1%+1,054+93.9%AddedHistory
LADLithia Motors IncCOM1,202$365.5K<0.1%+721+149.9%AddedHistory
MPWRMonolithic Power Systems, Inc.COM687$371.1K<0.1%+371+117.4%AddedHistory
HUBSHubSpot IncCOM700$372.5K<0.1%+342+95.5%AddedHistory
VEEVVeeva Systems IncStock1,892$374.1K<0.1%+911+92.9%AddedHistory
DASHDoorDash, Inc.Stock4,938$377.4K<0.1%+2,765+127.2%AddedHistory
CVXChevron CorpStock2,412$379.5K<0.1%+2,412NewHistory
CSLCarlisle Companies IncCOM1,484$380.7K<0.1%−2,059−58.1%ReducedHistory
HSTHost Hotels & Resorts, Inc.COM22,683$381.8K<0.1%−1,011−4.3%ReducedHistory
MTBM&T Bank CorpCOM3,100$383.7K<0.1%+266+9.4%AddedHistory
TRMBTrimble Inc.COM7,354$389.3K<0.1%+4,139+128.7%AddedHistory
KMXCarMax IncCOM4,662$390.2K<0.1%+2,676+134.7%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A49,811$393.0K<0.1%+28,239+130.9%AddedHistory
RVTYRevvity, Inc.COM3,321$394.5K<0.1%+1,853+126.2%AddedHistory
MASMasco CorpCOM6,891$395.4K<0.1%+3,338+93.9%AddedHistory
IVZInvesco Ltd.Stock23,589$396.5K<0.1%−635,843−96.4%ReducedHistory
TECHBIO-TECHNE CorpCOM4,867$397.3K<0.1%+2,214+83.5%AddedHistory
CDWCDW CorpCOM2,181$400.2K<0.1%+772+54.8%AddedHistory
FCNCAFirst Citizens Bancshares IncCL A312$400.4K<0.1%+176+129.4%AddedHistory
CHTRCharter Communications, Inc.CL A1,095$402.3K<0.1%+498+83.4%AddedHistory
SPLKSplunk IncCOM3,847$408.1K<0.1%+1,437+59.6%AddedHistory
ARESAres Management CorpCL A COM STK4,267$411.1K<0.1%−700−14.1%ReducedHistory
ELSEquity Lifestyle Properties IncCOM6,209$415.3K<0.1%+3,445+124.6%AddedHistory
DDOGDatadog, Inc.CL A COM4,270$420.1K<0.1%−83,218−95.1%ReducedHistory
FLEXFlex Ltd.Stock15,226$420.8K<0.1%+7,451+95.8%AddedHistory
NEENextera Energy IncStock5,690$422.2K<0.1%+818+16.8%AddedHistory
MLMMartin Marietta Materials IncCOM931$429.8K<0.1%+371+66.3%AddedHistory
DFSDiscover Financial ServicesCOM3,689$431.1K<0.1%−12,437−77.1%ReducedHistory
RJFRaymond James Financial IncCOM4,214$437.3K<0.1%−11,973−74.0%ReducedHistory
LSILife Storage, Inc.COM3,358$446.5K<0.1%+1,825+119.0%AddedHistory
NDSNNordson CorpCOM1,850$459.1K<0.1%+1,281+225.1%AddedHistory
DTEDte Energy CoCOM4,181$460.0K<0.1%+4,181NewHistory
SUISun Communities IncCOM3,538$461.6K<0.1%+967+37.6%AddedHistory
MGMMGM Resorts InternationalStock10,517$461.9K<0.1%+5,977+131.7%AddedHistory
MTDMettler Toledo International IncCOM353$463.0K<0.1%+97+37.9%AddedHistory
EXEExpand Energy CorpCOM5,540$463.6K<0.1%−20,770−78.9%ReducedHistory
KIMKimco Realty CorpCOM23,512$463.7K<0.1%−21,859−48.2%ReducedHistory
XELXcel Energy IncStock7,459$463.7K<0.1%+7,459NewHistory
SEDGSolaredge Technologies, Inc.COM1,740$468.1K<0.1%−8,222−82.5%ReducedHistory
ENTGEntegris IncCOM4,242$470.1K<0.1%+2,286+116.9%AddedHistory
IRMIron Mountain IncCOM8,303$471.8K<0.1%+12+0.1%AddedHistory
AMCRAmcor plcORD47,286$471.9K<0.1%−1,713−3.5%ReducedHistory
COOCooper Companies, Inc.COM NEW1,241$475.8K<0.1%+540+77.0%AddedHistory
ANDEAndersons, Inc.COM10,396$479.8K<0.1%+708+7.3%AddedHistory
TERTeradyne, IncStock4,323$481.3K<0.1%−46,577−91.5%ReducedHistory
ICLRIcon PLCCOM1,927$482.1K<0.1%+1,030+114.8%AddedHistory
IEXIdex CorpCOM2,250$484.3K<0.1%−2,105−48.3%ReducedHistory
FNDFloor & Decor Holdings, Inc.CL A4,675$486.0K<0.1%+2,597+125.0%AddedHistory
GRABGrab Holdings LtdCLASS A ORD142,195$487.7K<0.1%00.0%UnchangedHistory
HIGHartford Insurance Group, Inc.Stock6,787$488.8K<0.1%−235−3.3%ReducedHistory
TPRTapestry, Inc.COM11,471$491.0K<0.1%−3,444−23.1%ReducedHistory
WYNNWynn Resorts LtdCOM4,668$493.0K<0.1%−1,905−29.0%ReducedHistory
XYZBlock, Inc.CL A7,426$494.3K<0.1%−13,591−64.7%ReducedHistory
INVHInvitation Homes Inc.COM14,456$497.3K<0.1%+7,842+118.6%AddedHistory
MDBMongoDB, Inc.CL A1,215$499.4K<0.1%+684+128.8%AddedHistory
PRUPrudential Financial IncStock5,669$500.1K<0.1%−38,624−87.2%ReducedHistory
TROWPrice T Rowe Group IncStock4,466$500.3K<0.1%+1,209+37.1%AddedHistory
PODDInsulet CorpStock1,767$509.5K<0.1%+600+51.4%AddedHistory
FASTFastenal CoStock8,687$512.4K<0.1%+3,747+75.9%AddedHistory
TTDTrade Desk, Inc.Stock6,666$514.7K<0.1%+3,689+123.9%AddedHistory
RCIRogers Communications IncCL B11,352$518.5K<0.1%−5,487−32.6%ReducedHistory
REGRegency Centers CorpCOM8,426$520.5K<0.1%−9,142−52.0%ReducedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT49,816$522.7K<0.1%−255,428−83.7%ReducedHistory
TDYTeledyne Technologies IncCOM1,285$528.3K<0.1%−1,205−48.4%ReducedHistory
FROFrontline plcCOM37,177$536.1K<0.1%+6,510+21.2%AddedHistory
CAECae IncCOM24,029$538.4K<0.1%−1,502−5.9%ReducedHistory
FLOFlowers Foods IncCOM21,657$538.8K<0.1%+4,263+24.5%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM1,468$542.8K<0.1%+400+37.5%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock3,701$543.6K<0.1%+1,066+40.5%AddedHistory
EXASExact Sciences CorpCOM5,798$544.4K<0.1%+3,202+123.3%AddedHistory
WBAWalgreens Boots Alliance, Inc.COM19,248$548.4K<0.1%−806,877−97.7%ReducedHistory
STZConstellation Brands, Inc.Stock2,242$551.8K<0.1%−29,533−92.9%ReducedHistory
ALGNAlign Technology IncCOM1,561$552.0K<0.1%+428+37.8%AddedHistory
CNHCNH Industrial N.V.SHS38,385$553.0K<0.1%+2,864+8.1%AddedHistory
EXRExtra Space Storage Inc.COM3,760$559.7K<0.1%−341−8.3%ReducedHistory
MAAMid America Apartment Communities Inc.COM3,738$567.7K<0.1%−249−6.2%ReducedHistory
STLAStellantis N.V.SHS32,367$568.2K<0.1%−726,348−95.7%ReducedHistory
NUENucor CorpCOM3,465$568.2K<0.1%+1,530+79.1%AddedHistory

Sold out since Q1 2023 (18)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Ossiam sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
CMICummins IncStock28,132$6.72M0.1%History
DALDelta Air Lines, Inc.COM NEW50,946$1.78M<0.1%History
TRIThomson Reuters CorpCOM NEW10,253$1.33M<0.1%History
FEFirstenergy CorpCOM24,868$996.2K<0.1%History
Shaw Communications Inc82028K200CL B CONV30,653$916.0K<0.1%–
PRGSProgress Software CorpCOM14,998$861.6K<0.1%History
HONHoneywell International IncCOM4,478$855.8K<0.1%History
AESAES CorpStock33,600$809.1K<0.1%History
WTFCWintrust Financial CorpCOM9,374$683.8K<0.1%History
DINOHF Sinclair CorpCOM12,131$586.9K<0.1%History
VTRSViatris IncStock60,527$582.3K<0.1%History
VLOValero Energy CorpStock2,770$386.7K<0.1%History
XOMExxonMobil Holdings CorpCOM2,000$219.3K<0.1%History
WFCWells Fargo & CompanyStock4,500$168.2K<0.1%History
BWABorgwarner IncCOM1,312$64.4K<0.1%History
XMQualtrics International Inc.COM CL A3,006$53.6K<0.1%History
ATOAtmos Energy CorpCOM321$36.1K<0.1%History
First Rep BK San Francisco C33616C100COM1,955$27.4K<0.1%–