OSSIAM — 13F Holdings & Portfolio

CIK 1767471 · latest 13F-HR filed 2026-05-14

OSSIAM manages $5.69B in 13F-reported U.S. long-equity assets across 388 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMD (14.22%), SPYM (10.26%), TSLA (6.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 21 new positions, exited 21, added to 144, and trimmed 170.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$5.69B

Long-equity book

Holdings

388

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+21 / −21 / ↑144 / ↓170

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$199.0M +32.7%
  • BROADCOM INC$189.0M +311.9%
  • GOLDMAN SACHS GROUP INC$93.4M +284.4%
  • NXP SEMICONDUCTORS N V$61.7M +5657.3%
  • EXXON MOBIL CORP$43.7M +548.0%
Show all 144

Top Trims

  • BERKSHIRE HATHAWAY INC DEL-$142.4M -29.3%
  • TESLA INC-$80.5M -17.3%
  • COSTCO WHOLESALE CORPORATION-$80.3M -89.4%
  • AMAZON COM INC-$79.2M -27.1%
  • NVIDIA CORPORATION-$72.5M -27.8%
Show all 170

New Positions

  • SPDR SERIES TRUST$583.2M
  • LUMENTUM HLDGS INC$27.6M
  • ASTRAZENECA PLC$16.5M
  • AMERICAN PUB ED INC$11.0M
  • HOWARD HUGHES HOLDINGS INC$5.4M
Show all 21

Exited Positions

  • AXALTA COATING SYS LTD$5.2M
  • INDIVIOR PLC$4.5M
  • BLOCK H & R INC$4.3M
  • ONESTREAM INC$2.4M
  • TOTALENERGIES SE$2.3M
Show all 21
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ADVANCED MICRO DEVICES INC AMD 007903107 $808.3M 14.22% 3,973,284 SH
2 SPDR SERIES TRUST SPYM 78464A854 $583.2M 10.26% 7,619,932 SH
3 TESLA INC TSLA 88160R101 $386.0M 6.79% 1,038,392 SH
4 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $344.1M 6.05% 718,008 SH
5 APPLE INC AAPL 037833100 $264.9M 4.66% 1,043,798 SH
6 BROADCOM INC AVGO 11135F101 $249.5M 4.39% 806,195 SH
7 AMAZON COM INC AMZN 023135106 $213.2M 3.75% 1,023,777 SH
8 NVIDIA CORPORATION NVDA 67066G104 $188.0M 3.31% 1,077,993 SH
9 GOLDMAN SACHS GROUP INC GS 38141G104 $126.3M 2.22% 149,241 SH
10 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $93.4M 1.64% 638,705 SH
11 ADOBE INC ADBE 00724F101 $91.2M 1.60% 375,127 SH
12 APPLIED MATLS INC AMAT 038222105 $64.0M 1.13% 187,209 SH
13 NXP SEMICONDUCTORS N V NXPI N6596X109 $62.8M 1.10% 319,118 SH
14 AUTODESK INC ADSK 052769106 $59.7M 1.05% 249,209 SH
15 FORTINET INC FTNT 34959E109 $59.0M 1.04% 722,143 SH
16 CAESARS ENTERTAINMENT INC NE CZR 12769G100 $51.9M 0.91% 1,963,252 SH
17 EXXON MOBIL CORP XOM 30231G102 $51.7M 0.91% 304,874 SH
18 MERCADOLIBRE INC MELI 58733R102 $50.1M 0.88% 28,959 SH
19 UBER TECHNOLOGIES INC UBER 90353T100 $49.8M 0.88% 691,665 SH
20 CROWDSTRIKE HLDGS INC CRWD 22788C105 $48.9M 0.86% 125,227 SH
21 ALPHABET INC GOOGL 02079K305 $48.7M 0.86% 169,501 SH
22 ULTA BEAUTY INC ULTA 90384S303 $45.8M 0.81% 87,651 SH
23 ROKU INC ROKU 77543R102 $43.6M 0.77% 461,127 SH
24 S&P GLOBAL INC SPGI 78409V104 $40.7M 0.72% 95,756 SH
25 AMGEN INC AMGN 031162100 $39.9M 0.70% 113,495 SH
26 LINDE PLC LIN G54950103 $39.5M 0.69% 79,688 SH
27 INTUITIVE SURGICAL INC ISRG 46120E602 $37.5M 0.66% 81,444 SH
28 SANDISK CORP SNDK 80004C200 $37.1M 0.65% 58,437 SH
29 MONGODB INC MDB 60937P106 $37.0M 0.65% 151,091 SH
30 ABBVIE INC ABBV 00287Y109 $34.7M 0.61% 159,762 SH
31 TRUIST FINL CORP TFC 89832Q109 $33.6M 0.59% 730,094 SH
32 EOG RES INC EOG 26875P101 $33.1M 0.58% 229,297 SH
33 ALIGN TECHNOLOGY INC ALGN 016255101 $32.4M 0.57% 189,015 SH
34 UNITEDHEALTH GROUP INC UNH 91324P102 $31.9M 0.56% 117,865 SH
35 QORVO INC QRVO 74736K101 $31.5M 0.55% 407,459 SH
36 AIRBNB INC ABNB 009066101 $31.5M 0.55% 249,129 SH
37 NETFLIX INC. NFLX 64110L106 $30.7M 0.54% 318,779 SH
38 BOOKING HOLDINGS INC BKNG 09857L108 $30.5M 0.54% 7,239 SH
39 DOORDASH INC DASH 25809K105 $29.2M 0.51% 194,452 SH
40 AUTOZONE INC AZO 053332102 $28.9M 0.51% 8,554 SH
41 LUMENTUM HLDGS INC LITE 55024U109 $27.6M 0.48% 39,225 SH
42 SHOPIFY INC SHOP 82509L107 $27.3M 0.48% 230,280 SH
43 CNX RES CORP CNX 12653C108 $25.9M 0.46% 672,400 SH
44 CBRE GROUP INC CBRE 12504L109 $25.0M 0.44% 184,333 SH
45 DUKE ENERGY CORP NEW DUK 26441C204 $24.8M 0.44% 189,517 SH
46 ATLASSIAN CORPORATION TEAM 049468101 $24.6M 0.43% 360,017 SH
47 META PLATFORMS INC META 30303M102 $24.5M 0.43% 42,876 SH
48 ON HLDG AG ONON H5919C104 $22.8M 0.40% 671,512 SH
49 APELLIS PHARMACEUTICALS INC APLS 03753U106 $22.4M 0.39% 555,953 SH
50 APPLOVIN CORP APP 03831W108 $21.7M 0.38% 54,499 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $5.69B 388 0001104659-26-061158
2025-12-31 2026-02-13 $5.01B 388 0001104659-26-015184
2025-09-30 2025-11-14 $7.77B 694 0001104659-25-112000