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Ossiam

SEC CIK
0001767471
Latest filing
Aug 13, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
617
−6 vs. Q4 2024
Portfolio value
$7.16B
+$1.37B (+23.6%) vs. Q4 2024
Filed
May 14, 2025
SEC
Holdings of Ossiam in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock3,438,849$654.3M9.1%+918,377+36.4%AddedHistory
AMDAdvanced Micro Devices IncStock4,789,447$492.1M6.9%+3,458,131+259.8%AddedHistory
TSLATesla, Inc.Stock1,560,813$404.5M5.6%+718,377+85.3%AddedHistory
BRK.BBerkshire Hathaway IncStock744,812$396.7M5.5%−21,368−2.8%ReducedHistory
AAPLApple Inc.Stock1,783,566$396.2M5.5%+1,341,202+303.2%AddedHistory
NVDANVIDIA CorpStock2,539,734$275.3M3.8%+874,474+52.5%AddedHistory
NFLXNetflix IncStock267,314$249.3M3.5%−7,951−2.9%ReducedHistory
LLYEli Lilly & CoStock277,950$229.6M3.2%+204,502+278.4%AddedHistory
MSFTMicrosoft CorpStock565,685$212.4M3.0%+390,214+222.4%AddedHistory
JNJJohnson & JohnsonStock638,019$105.8M1.5%+631,333+9,442.6%AddedHistory
SCHWSchwab Charles CorpStock1,348,199$105.5M1.5%+454,776+50.9%AddedHistory
TJXTJX Companies IncStock836,122$101.8M1.4%+726,333+661.6%AddedHistory
SNAPSnap IncStock11,333,259$98.7M1.4%−7,945−0.1%ReducedHistory
DISWalt Disney CoStock937,423$92.5M1.3%+878,064+1,479.2%AddedHistory
ADBEAdobe Inc.Stock225,535$86.5M1.2%+41,226+22.4%AddedHistory
BSXBoston Scientific CorpStock848,667$85.6M1.2%+51,881+6.5%AddedHistory
PFEPfizer IncStock3,301,515$83.7M1.2%+3,035,820+1,142.6%AddedHistory
INTCIntel CorpStock3,653,419$83.0M1.2%+3,558,022+3,729.7%AddedHistory
FISVFiserv IncStock355,309$78.5M1.1%−2,309−0.6%ReducedHistory
SPGIS&P Global Inc.Stock131,039$66.6M0.9%+113,225+635.6%AddedHistory
FTNTFortinet, Inc.Stock629,389$60.6M0.8%+2,740+0.4%AddedHistory
CVXChevron CorpStock351,897$58.9M0.8%+321,527+1,058.7%AddedHistory
TXNTexas Instruments IncStock311,743$56.0M0.8%−382,309−55.1%ReducedHistory
GOOGAlphabet Inc.Stock355,503$55.5M0.8%+353,994+23,458.8%AddedHistory
LBRDKLiberty Broadband CorpCOM SER C625,247$53.2M0.7%−648−0.1%ReducedHistory
AMPAmeriprise Financial IncCOM109,800$53.2M0.7%+80,852+279.3%AddedHistory
UBERUber Technologies, IncStock714,529$52.1M0.7%−60,193−7.8%ReducedHistory
CDNSCadence Design Systems IncStock204,172$51.9M0.7%+2,107+1.0%AddedHistory
BABoeing CoStock300,000$51.2M0.7%+300,000NewHistory
TDGTransDigm Group INCCOM36,853$51.0M0.7%+35,815+3,450.4%AddedHistory
PMPhilip Morris International Inc.Stock318,597$50.6M0.7%+318,597NewHistory
BACBank of America CorpStock1,038,328$43.3M0.6%+566,540+120.1%AddedHistory
AMATApplied Materials IncStock292,236$42.4M0.6%+279,266+2,153.2%AddedHistory
LRCXLam Research CorpStock579,237$42.1M0.6%+543,908+1,539.6%AddedHistory
MNSTMonster Beverage CorpCOM711,708$41.6M0.6%+687,745+2,870.0%AddedHistory
ADSKAutodesk, Inc.COM156,957$41.1M0.6%+2,928+1.9%AddedHistory
SNPSSynopsys IncCOM93,208$40.0M0.6%−819−0.9%ReducedHistory
CCitigroup IncStock557,297$39.6M0.6%−287,291−34.0%ReducedHistory
EAElectronic Arts Inc.COM271,921$39.3M0.5%+176,303+184.4%AddedHistory
ORLYO Reilly Automotive IncStock26,331$37.7M0.5%+3,029+13.0%AddedHistory
MELIMercadolibre IncCOM18,054$35.2M0.5%+16,768+1,303.9%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock98,957$34.9M0.5%+48,085+94.5%AddedHistory
VRTXVertex Pharmaceuticals IncStock71,208$34.5M0.5%+6,375+9.8%AddedHistory
EQIXEquinix IncCOM40,968$33.4M0.5%+37,972+1,267.4%AddedHistory
CMECME Group Inc.COM124,999$33.2M0.5%+114,261+1,064.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock489,292$31.9M0.4%−8,753−1.8%ReducedHistory
VRSNVerisign IncCOM124,993$31.7M0.4%−1,312−1.0%ReducedHistory
EQTEQT CorpStock593,110$31.7M0.4%+592,739+159,767.9%AddedHistory
MSTRStrategy IncStock105,187$30.3M0.4%+101,844+3,046.5%AddedHistory
BXBlackstone Inc.COM216,123$30.2M0.4%+185,552+607.0%AddedHistory
DASHDoorDash, Inc.Stock164,146$30.0M0.4%+159,482+3,419.4%AddedHistory
TGTTarget CorpStock266,870$27.9M0.4%+165,874+164.2%AddedHistory
SRESempraStock363,465$25.9M0.4%+354,872+4,129.8%AddedHistory
HOODRobinhood Markets, Inc.Stock583,367$24.3M0.3%−398−0.1%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM37,394$23.7M0.3%+21,221+131.2%AddedHistory
GWWW.W. Grainger, Inc.Stock23,038$22.8M0.3%−6,968−23.2%ReducedHistory
GOOGLAlphabet Inc.Stock145,955$22.6M0.3%−792,318−84.4%ReducedHistory
MKTXMarketaxess Holdings IncCOM98,000$21.2M0.3%+98,000NewHistory
GSGoldman Sachs Group IncStock38,187$20.9M0.3%−77,177−66.9%ReducedHistory
PGProcter & Gamble CoStock118,263$20.2M0.3%+51,397+76.9%AddedHistory
CBRECbre Group, Inc.CL A153,866$20.1M0.3%−84,883−35.6%ReducedHistory
KOCoca Cola CoStock278,934$20.0M0.3%+201,527+260.3%AddedHistory
COSTCostco Wholesale CorpStock20,988$19.9M0.3%+11,457+120.2%AddedHistory
GPNGlobal Payments IncStock199,127$19.5M0.3%+168,989+560.7%AddedHistory
MSMorgan StanleyStock163,983$19.1M0.3%−36,124−18.1%ReducedHistory
VVisa Inc.Stock53,705$18.8M0.3%+22,348+71.3%AddedHistory
KKRKKR & Co. Inc.COM152,010$17.6M0.2%+122,618+417.2%AddedHistory
CVNACarvana Co.CL A82,891$17.3M0.2%−125−0.2%ReducedHistory
EPDEnterprise Products Partners L.P.Stock500,000$17.1M0.2%+500,000NewHistory
NOWServiceNow, Inc.Stock20,628$16.4M0.2%−132,859−86.6%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS134,000$15.9M0.2%+134,000NewHistory
SESea LtdSPONSORD ADS121,268$15.8M0.2%+109,915+968.2%AddedHistory
DXCMDexcom IncCOM227,267$15.5M0.2%+5,242+2.4%AddedHistory
METAMeta Platforms, Inc.Stock25,806$14.9M0.2%+21,695+527.7%AddedHistory
PLTRPalantir Technologies Inc.Stock162,228$13.7M0.2%+115,035+243.8%AddedHistory
JEFJefferies Financial Group Inc.COM254,044$13.6M0.2%+251,380+9,436.2%AddedHistory
AVGOBroadcom Inc.Stock79,614$13.3M0.2%−10,911−12.1%ReducedHistory
BDXBecton Dickinson & CoStock57,362$13.1M0.2%+43,074+301.5%AddedHistory
ITCIIntra-Cellular Therapies, Inc.COM98,000$12.9M0.2%+98,000NewHistory
BKNGBooking Holdings Inc.Stock2,796$12.9M0.2%+475+20.5%AddedHistory
QCOMQualcomm IncStock79,829$12.3M0.2%−9,430−10.6%ReducedHistory
CPAYCorpay, Inc.COM SHS34,345$12.0M0.2%−277−0.8%ReducedHistory
Cyberark Software LtdM2682V108SHS35,138$11.9M0.2%+35,027+31,555.9%Added–
COPConocoPhillipsStock110,258$11.6M0.2%+107,992+4,765.8%AddedHistory
MANHManhattan Associates IncStock66,729$11.5M0.2%+64,998+3,754.9%AddedHistory
DDOGDatadog, Inc.CL A COM114,798$11.4M0.2%+2,386+2.1%AddedHistory
HDHome Depot, Inc.Stock30,968$11.3M0.2%+15,100+95.2%AddedHistory
KIMKimco Realty CorpCOM525,283$11.2M0.2%+468,057+817.9%AddedHistory
AXONAxon Enterprise, Inc.COM20,855$11.0M0.2%−1,224−5.5%ReducedHistory
QRVOQorvo, Inc.Stock149,000$10.8M0.2%−19,547−11.6%ReducedHistory
COINCoinbase Global, Inc.COM CL A61,556$10.6M0.1%+20,921+51.5%AddedHistory
SHOPShopify Inc.Stock109,298$10.4M0.1%−11,344−9.4%ReducedHistory
ABBVAbbVie Inc.Stock48,482$10.2M0.1%+9,075+23.0%AddedHistory
CTASCintas CorpStock49,227$10.1M0.1%−136,332−73.5%ReducedHistory
PFGPrincipal Financial Group IncCOM119,796$10.1M0.1%+113,867+1,920.5%AddedHistory
WMTWalmart Inc.Stock115,116$10.1M0.1%−14,331−11.1%ReducedHistory
RYRoyal Bank of CanadaStock89,711$10.1M0.1%−7,484−7.7%ReducedHistory
RACEFerrari N.V.COM23,735$10.1M0.1%−2,157−8.3%ReducedHistory
GEGeneral Electric CoStock50,012$10.0M0.1%+35,162+236.8%AddedHistory
SPOTSpotify Technology S.A.Stock18,056$9.93M0.1%+11,757+186.6%AddedHistory

Sold out since Q4 2024 (44)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Ossiam sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
LNWOLight & Wonder, Inc.COM204,403$17.7M0.3%History
VLOValero Energy CorpStock93,277$11.4M0.2%History
HALHalliburton CoStock354,000$9.63M0.2%History
WDCWestern Digital CorpCOM99,224$5.92M0.1%History
SYNASYNAPTICS IncStock61,077$4.66M0.1%History
OTEXOpen Text CorpCOM95,539$2.70M<0.1%History
FRTFederal Realty Investment TrustSH BEN INT NEW15,371$1.72M<0.1%History
REXRRexford Industrial Realty, Inc.COM40,560$1.57M<0.1%History
ACMRACM Research, Inc.Stock85,400$1.29M<0.1%History
STXSeagate Technology Holdings plcORD SHS14,926$1.29M<0.1%History
FBINFortune Brands Innovations, Inc.COM15,409$1.05M<0.1%History
ATRAptargroup, Inc.Stock4,880$766.6K<0.1%History
SLFSun Life Financial IncCOM12,539$744.1K<0.1%History
TFXTeleflex IncCOM3,730$663.9K<0.1%History
XPXP Inc.CL A49,457$586.1K<0.1%History
WTRGEssential Utilities, Inc.COM15,993$580.9K<0.1%History
SIRISirius XM Holdings Inc.COMMON STOCK24,901$567.7K<0.1%History
RGENRepligen CorpCOM3,583$515.7K<0.1%History
CUBECubeSmartREIT10,787$462.2K<0.1%History
RBARB Global Inc.COM4,148$374.2K<0.1%History
FMCFMC CorpCOM NEW6,858$333.4K<0.1%History
AZPNAspen Technology, Inc.COM1,319$329.3K<0.1%History
RYANRyan Specialty Holdings, Inc.CL A4,394$281.9K<0.1%History
CHDNChurchill Downs IncCOM1,962$262.0K<0.1%History
XELXcel Energy IncStock2,844$192.0K<0.1%History
MGAMagna International IncCOM2,863$119.6K<0.1%History
BLDQXO Insulation, LLCStock368$114.6K<0.1%History
ACIAlbertsons Companies, Inc.COMMON STOCK4,721$92.7K<0.1%History
DOWDow Inc.Stock2,029$81.4K<0.1%History
NUENucor CorpCOM689$80.4K<0.1%History
CLHClean Harbors IncCOM312$71.8K<0.1%History
JJacobs Solutions Inc.COM478$63.9K<0.1%History
PKGPackaging Corp of AmericaStock267$60.1K<0.1%History
LYBLyondellBasell Industries N.V.SHS - A -776$57.6K<0.1%History
ETREntergy CorpCOM720$54.6K<0.1%History
STLDSteel Dynamics IncCOM432$49.3K<0.1%History
MOSMosaic CoCOM1,057$26.0K<0.1%History
TTCToro CoCOM297$23.8K<0.1%History
BIOBio-Rad Laboratories, Inc.CL A70$23.0K<0.1%History
BRKRBruker CorpCOM390$22.9K<0.1%History
ERIEErie Indemnity CoCL A30$12.4K<0.1%History
SRPTSarepta Therapeutics, Inc.COM98$11.9K<0.1%History
DVNDevon Energy CorpStock304$9.95K<0.1%History
BWABorgwarner IncCOM178$5.66K<0.1%History