 | |
Jeremy Grantham13F | |
| GMO LLC | |
| Last update 2025-05-14 | 615 Stocks (113 new) |
| Value $31.72 Bil | Turnover 11 % |
Jeremy Grantham Profile
Jeremy Grantham is the Chairman of the Board of Grantham Mayo van Otterloo (GMO) LLC, a Boston-based asset management firm. He is regarded as a highly knowledgeable investor in various stock, bond and commodity markets. Grantham started one of the world's first index funds in the early 1970s.
Jeremy Grantham Investing Philosophy
Grantham has built much of his investing reputation over his long career by correctly identifying speculative market "bubbles" as they were happening and steering clients' assets clear of impending crashes. Grantham avoided investing in Japanese equities and real estate in the late eighties, as well as technology stocks during the internet bubble in the late nineties. Grantham also began warning about the overvaluation of equity and credit markets in 2006, well before the start of the crisis.
Jeremy Grantham Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 4,783,085 | 1,795,521.9 | +22.11% | 5.660 | +1.03% | 0.060 | +27.21% | +18.11% | 3,686,095.8 | Software | |
AAPL | Apple Inc | 6,685,574 | 1,485,066.6 | +5.89% | 4.680 | +0.26% | 0.040 | -10.05% | -19.51% | 3,003,295.9 | Hardware | |
GOOGL | Alphabet Inc | 7,833,961 | 1,211,443.7 | +6.12% | 3.820 | +0.22% | 0.060 | +10.17% | -5.47% | 2,164,997.8 | Interactive Media | |
META | Meta Platforms Inc | 2,065,452 | 1,190,444.0 | -7.06% | 3.750 | -0.30% | 0.080 | +21.84% | +25.51% | 1,844,585.9 | Interactive Media | |
UNH | UnitedHealth Group Inc | 2,224,346 | 1,165,001.1 | +7.41% | 3.670 | +0.25% | 0.250 | -39.64% | -38.20% | 280,406.2 | Healthcare Plans | |
JNJ | Johnson & Johnson | 6,812,787 | 1,129,832.6 | +7.12% | 3.560 | +0.24% | 0.280 | -5.77% | +7.14% | 366,709.6 | Drug Manufacturers | |
ABT | Abbott Laboratories | 8,107,583 | 1,075,470.9 | +2.67% | 3.390 | +0.09% | 0.470 | +2.78% | +19.98% | 233,799.3 | Medical Devices & Instruments | |
V | Visa Inc | 2,974,829 | 1,042,558.4 | +0.61% | 3.290 | +0.02% | 0.160 | -0.19% | +10.67% | 681,009.7 | Credit Services | |
ELV | Elevance Health Inc | 2,158,991 | 939,074.5 | +7.91% | 2.960 | +0.22% | 0.960 | -11.29% | +4.30% | 86,191.8 | Healthcare Plans | |
ORCL | Oracle Corp | 6,064,857 | 847,927.6 | +3.11% | 2.670 | +0.08% | 0.220 | +44.74% | +26.93% | 590,529.1 | Software |
Jeremy Grantham's Historical Top Holdings Breakdowns
Jeremy Grantham's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.03% | 375.39 ($407.71) 447.2 | $495.94 | 21.64% | Add 22.11% | 4,783,085 | 866,208 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +1.03% | 63.17 ($72.04) 81.49 | $91.53 | 27.05% | New holding | 4,504,427 | 4,504,427 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.80% | 167.43 ($211.65) 244.7 | $269.35 | 27.26% | Add 666.08% | 1,739,562 | 1,512,488 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Add Add | +0.57% | 497.6 ($541.6) 606.74 | $408.28 | -24.62% | Add 33.11% | 1,456,080 | 362,214 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Sold Out Sold Out | -0.42% | 554.06 ($590.51) 615.85 | $617.46 | 4.56% | Sold Out | 0 | -218,200 | |
USB | U.S. Bancorp | 2025-03-31 | Add Add | +0.41% | 40.92 ($46.14) 50.9 | $45.76 | -0.82% | Add 23.56% | 15,983,454 | 3,047,607 | |
CRM | Salesforce Inc | 2025-03-31 | Add Add | +0.38% | 268.36 ($311.03) 359.95 | $273.42 | -12.09% | Add 19.97% | 2,666,810 | 443,897 | |
KO | Coca-Cola Co | 2025-03-31 | Reduce Reduce | -0.37% | 60.81 ($66.78) 72.32 | $70.33 | 5.32% | Reduce -19.07% | 7,656,489 | -1,804,179 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.30% | 576.36 ($645.17) 736.67 | $733.63 | 13.71% | Reduce -7.06% | 2,065,452 | -156,805 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.26% | 209.68 ($231.67) 247.1 | $201.08 | -13.20% | Add 5.89% | 6,685,574 | 371,582 |
Jeremy Grantham Total Holding History ($B)
Jeremy Grantham's Asset Allocation
Jeremy Grantham Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Jeremy Grantham's Hypothetical Growth since 2025-03-31
Jeremy Grantham's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Jeremy Grantham's Holdings Heat Map
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Jeremy Grantham's Holdings Bubble Chart
Jeremy Grantham News
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